Our next event

Academies event: Maximising your income generation opportunities

February 2020
View details

Our next event

Academies event: Maximising your income generation opportunities

February 2020
View details

Charity and not for profit

Auto-enrolment for Charities

Auto-enrolment for Not-for-Profit Organisations

Demystifying auto-enrolment

The changes in pension legislation will affect all employers, including those in the charity and not-for-profit sectors. You have a duty to provide, and contribute to, a qualifying pension scheme for all eligible employees, no matter the size and industry of your organisation.

Staging dates

Your staging date is the date you are scheduled to start your new pension duties. The date is determined based on the size of your company. If you don’t know what this date is you can find out on the government website.


The Pensions Regulator (TPR) suggests you give yourself 12 months before your staging date to get everything in place. We can help you understand your duties and find a suitable pension product if you don’t already have one. We can also help administer your pension should you need us to.

To find out more about auto-enrolment and how it will affect you and your organisation our expert team of financial advisers would be pleased to meet with you and look at your options. Please contact us for a free initial consultation.

Lovewell Blake Financial Planning Limited is a firm of independent financial advisers authorised and regulated by the Financial Conduct Authority.
Call us on 01603 619620       

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Helpful documents

What does pension reform or auto-enrolment mean to you?
Details of our auto-enrolment service.
Download
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News

Making sure gifts to employees are tax-free
Sadie Nicholls, Tax Team

5 December 2019
As we approach Christmas, some employers may wish to consider giving a small gift to their employees. As long as the employer meets the relevant conditions, no tax charge will arise for the gift recipient.
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Gifting for children
Sarah Edmunds, Paraplanner

4 December 2019
It’s that time of year again when our thoughts come to gifting to our nearest and dearest. When it comes to the children in our lives this often means a new toy, or a new outfit. But what about those who already have everything they need?
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See all our news

Events

Academies event: Maximising your income generation opportunities
25 February 2020
Income generation is becoming an important part of the business of running a school or academy and with limited funds available now is the time to think outside of the...
Read More