Financial sustainability for charities means delivering both the growth and income to support essential front line services and also to meet benefit promises to hard working and dedicated staff. Managing our own charitable foundation, advising multiple charities on their funds and in-depth experience in pensions consulting means we know many of the challenges charities face and are well placed to help because we have dealt with them ourselves. However, what really makes Hymans Robertson different is our recognition through our own Hymans Robertson Foundation that every charity is different and we are passionate to really understand each charity we help in dealt and deliver what true sustainability means for them by getting to know them intimately.
How we can help
Charities have multiple demands on their financial resources, both from the essential front line projects they support and through the benefit promises they make to their dedicated staff. However, the approach to each is fundamentally different. Charities are not pension schemes (or vice versa) and that is why differentiated approach is required when considering what sustainability really means for you in each area. Our experience of managing our own charitable foundation, alongside our charitable clients, in combination with our vast experience of advising pension schemes means we have developed specialist teams for each area where we have been asked for help under our ‘Sustainable advice for Charities’ umbrella. We have done this because we recognise that the challenges faced are very different for each aspect and we are passionate about tailoring each piece to a Charity’s needs.
In terms of a sustainable financial future, this means delivering a long-term, stable, growth and income to fund front line services and projects that doesn’t risk support to those reliant on the charity now or the next generation that may be reliant in the future. This is where our approach differs from others, it has a clear focus on delivering long term sustainability to you and your stakeholders by engaging with you to understand your specific needs and constraints and deliver investment solutions to achieve them.