Pensions

The Spring Statement 2025
26 March 2025
CFG's policy team - Richard Sagar and Ida Karlsson - take a look at today's Spring Statement to dissect what the announcements and OBR forecasts mean for the charity sector.

A new pensions funding regime for defined benefit pension schemes
16 September 2024
The new defined benefit pension scheme funding regime will soon be effective. Pension advisory firm, LCP, explains how the changes will affect charities and what charities will need to do ...

Pension funding changes – do you know how they will affect you?
8 April 2024
New regulations impacting DB pension schemes will come into force later in the year. Ed Symes FIA, from Lane Clark & Peacock LLP, explains the changes and what charities can ...

Is your DB scheme an asset rather than a liability?
4 April 2024
Could the tide be turning for DB schemes? Alistair Russell-Smith from Spence and Partners takes a look at the latest developments and shares some top tips.

Spence Charity DB Pensions Report now out
20 March 2024
A new report by Spence indicates that high levels of scheme funding are expected to drive a renewed focus on end-game planning for DB schemes. Read on for the results ...

CFG briefing: spring budget analysis 2024
6 March 2024
CFG takes a look at the Chancellor's spring budget announcements and analyses what they mean for the charity sector.

CFG Briefing: Autumn Statement 2023
22 November 2023
What does the Chancellor's Autumn Statement mean for you and your organisation? Richard Sagar, Head of Policy, CFG, takes an in-depth look.

How charity Keep Britain Tidy is clearing the path to net zero
17 July 2023
Ruth Jenkins, Finance Director at environmental charity Keep Britain Tidy, talks about her transformative net zero work and shares the ‘easy wins’ she believes will go a long way to ...

Where to begin with a pension salary exchange
5 April 2023
What is a pension salary exchange? How can you implement one? Pension schemes might be the last thing you want to contemplate, but Nick Bustin from Haysmacintyre says it's time ...

Analysis: Charities in local government pension scheme
16 February 2023
What are the challenges facing charities participating in the local government pension scheme? David Davison of Spence & Partners shares new research that lifts the lid on the financial impact ...

Pensions top picks: some recent and expected developments
29 November 2022
Helen Woodford from Wrigleys Solicitors highlights five significant legal and regulatory developments which may be relevant to your charity’s pension arrangements and future plans.

What just happened to my defined benefit pension fund?
2 November 2022
Pension schemes haven't escaped recent political and economic turmoil, so it's time to revisit your organisation's pensions strategy. Ed Symes and Richard Soldan from LCP explain why.

Charities and the path to net zero
7 October 2022
Climate change is no longer a fringe concern for charities. Richard Sagar, Head of Policy at Charity Finance Group, introduces a new guide that offers practical first steps on the ...

The Government's 'Growth Plan 2022': An analysis
23 September 2022
Richard Sagar, CFG's Head of Policy, takes a look at the new Chancellor's mini-budget statement and what it means for charities.

Draft pensions regulations: your help needed!
21 September 2022
CFG and LCP need your help to understand the impact of draft pensions regulations. Richard Sagar, Head of Policy, CFG explains.

Spring budget fails to address critical issues
6 March 2024
We take a look at the government's spring budget announcements and what they'll mean for sector.

CFG responds to TPR's consultation on funding code of practice
29 March 2023
The Pensions Regulator's draft Defined Benefit funding code of practice won't work for charities, says CFG, and could have unintended negative consequences.

Invitation: Join discussion on DB pensions consultation
28 February 2023
Join CFG and LCP in March to get under the skin of The Pensions Regulator's consultation on the funding code for defined benefit pensions.

CFG launches Net Zero Guide
7 October 2022
CFG helps set path to reduced emissions.

ISIO
We have a strong track record of providing investment advice to charities of various sizes. Central to our strategy design process is ensuring that your sustainability targets and focus areas ...

Quantum Advisory
Quantum Advisory is an independent financial services consultancy that provides pension, employee benefit and investment services to charities and the not for profit sector. We can provide all levels ...

Spence & Partners
Spence & Partners is a privately owned UK firm of actuaries, pension consultants that operate throughout the United Kingdom with a focus on providing advice with a personal touch to ...