Not a wellbeing initiative. A structured diagnostic and improvement service for charity CEOs, trustees and leadership teams — built to protect mission delivery, strengthen organisational resilience, and demonstrate responsible governance.
No cost · No obligation · Built for organisations where every person matters
These are sector-wide figures. The shape of every charity is different, but the categories of impact are consistent: lost focus, increased absence, and the cost of replacing people who leave.
A structured, no-cost diagnostic that identifies whether financial pressure is affecting performance in your charity, and what a proportionate response looks like. The first step before anything is introduced or agreed.
A diagnostic of where financial pressure may be affecting focus, retention, and mission delivery. An honest assessment of whether your current pension and benefits setup is working. A written summary you can take to trustees or your senior team.
A clear view of whether this is an issue in your specific organisation. Practical, proportionate next steps — whether action is needed or not. An understanding of what it may be costing you to leave it unaddressed.
Two short conversations, designed around your time. Nothing is recommended without the Audit completing first. Whether there is an issue or not, you come away with a clearer picture than you had going in.
The Audit identifies whether action is needed. Where it is, a structured three-part programme addresses the root cause — built around your charity, your staff, and your constraints. Each pillar is introduced only where it earns its place.
Understanding what you have
A structured review of your pension, benefits, and financial support arrangements — identifying gaps, inefficiencies, and spend that is not performing. Staff begin to understand and value what is already in place.
Helping staff feel in control
Practical financial education for your team — covering budgeting, debt, pensions, and planning — delivered in a format that makes it feel achievable, not overwhelming. One-to-one guidance from a regulated financial planner where needed, at no cost to staff.
Ongoing support over time
Continued access to tools, guidance, and partner services through the Aetas Collective — sustaining the improvements made and building financial resilience across your team year after year.
Most financial wellbeing solutions are designed for large corporate employers. They rely on broad platforms, generic content, and the assumption that staff will engage independently. In a charity, where every person matters and every pound matters more, the stakes are simply higher.
Nothing is introduced without first understanding your charity, your team, and where pressure is actually showing up. No two programmes look the same.
Every recommendation has a rationale. If the numbers do not justify it, we say so. Fees are presented alongside identified savings so you see the net position before approving anything.
We coordinate delivery, handle staff communications, and oversee implementation. Your leadership team has full visibility without managing providers yourselves.
Clear documentation of what has been introduced and the outcomes achieved — supporting responsible governance reporting to trustees, funders, and other stakeholders.
For charities, an engagement can open conversations that connect directly to your income strategy. Introduced only where there is genuine appetite — not products, but conversations structured with confidence.
Gifts in wills are one of the most significant sources of charitable income. Many supporters who would consider leaving a legacy have never been asked. We help you introduce a structured legacy giving programme — supporting the conversation with supporters and the practical planning that makes a gift in wills feel achievable.
Built around how your supporters giveMany businesses are looking for meaningful ways to support charities. We help you build a structured corporate giving proposition — including payroll giving, matched donation schemes, and employee volunteering frameworks — that makes it straightforward for businesses to partner with your organisation.
Structured to make giving easy for partnersFrom first conversation to ongoing programme — designed to be proportionate to your charity and minimal in its demands on your leadership team.
A no-cost, two-part conversation to understand your charity, your team, and your current arrangements across pension, benefits, and staff support. No obligation beyond the conversation.
A structured diagnostic identifies which elements will have the greatest impact. Nothing is recommended that does not fit your context and constraints. A clear plan is agreed — and presented to trustees — before anything is introduced.
We coordinate delivery, manage staff communications, and review impact on an ongoing basis. Your leadership team has full visibility without being required to manage providers themselves.
The Charity Performance Audit is a structured, no-cost diagnostic process. It identifies whether financial pressure is affecting your organisation — in staff retention, daily focus, absence, engagement and leadership capacity — and produces a written assessment with proportionate next steps. Two short conversations, no obligation, useful on its own or as the first step in a broader programme.
In a charity, financial pressure among staff affects concentration, engagement, decision quality and retention — all of which translate directly into reduced mission delivery. The underlying cause is rarely visible to leadership until it has already cost the organisation significantly in programme performance, funder relationships, and people.
The Charity Performance Audit is always provided at no cost, regardless of whether further work follows. Where a programme is recommended, fees are per-employee, agreed in writing, and presented alongside the savings the Audit identifies — so trustees see the net position before approving. Indicative full programme rates for charities run from around £140 to £165 per employee per year.
Yes. This service is specifically designed to be governed and reported at board level. The Audit produces a written summary suitable for trustee discussion. Ongoing reporting covers financial savings, workforce outcomes, and engagement metrics — in a format designed for board updates and major funder conversations. Supporting staff financially is not just a wellbeing question: it is a governance and mission-resilience question.
Both are provided at no cost and carry no obligation.
A focused conversation with Matthew Steiner to identify whether financial pressure is affecting performance in your charity and what it may be costing — in retention, focus, and mission delivery.
A short self-assessment across three areas of charity organisational performance. Takes around five minutes and produces a scored picture of where your gaps may be — useful on its own or as context for an Audit conversation.
