Before any numbers are discussed, these four principles apply to every engagement without exception.
No fee. No obligation. A charity understands exactly what is happening, and what a proportionate response looks like, before committing to anything. Whether or not further work follows, the Review is provided at no cost.
No surprises. No mid-engagement changes. No products pitched at any point in the process. What is agreed at the start is what is charged. Nothing is introduced or invoiced without prior written confirmation, which makes trustee approval straightforward.
The programme fee is calculated on the number of staff included in the engagement. This keeps the investment proportionate, a 20-person charity is not paying at the same absolute rate as a 150-person one.
The Review identifies savings opportunities in your pension and benefits arrangements. Fees are presented alongside those findings, so trustees can see the net position, what this costs versus what it is likely to save, before approving anything.
The investment varies between charities because the relevant factors vary. Here is what we look at, and why.
The number of staff included in the programme. The per-employee rate applies to the agreed scope, you are not charged for staff who are out of scope or excluded by mutual agreement. Rates step down as headcount increases, so larger charities benefit from a lower per-employee cost.
You can engage one, two, or all three pillars. Clarity (the benefits and pension review) is available as a standalone. Confidence and Stability can be added progressively as the engagement develops. The full programme rate is lower than the sum of individual pillars engaged separately.
The initial programme runs for twelve months. Annual renewal is reviewed and agreed at the end of each term, with the option to adjust scope up or down based on what has been delivered and what your charity needs going forward.
The figures below are indicative, based on typical engagements in each headcount band. Exact fees are confirmed in writing after your Charity Wellbeing Review, before any programme begins. All fees exclude VAT where applicable.
All figures shown are per employee, per year. Exact fees agreed in writing before delivery begins.
For most charities, the programme can be funded from operational savings the Review identifies, leaving the underlying budget unaffected. Where that is not the case, here are the routes other organisations have taken.
A typical Review identifies recurring annual savings in pension charges and benefits efficiencies that exceed the full programme fee in year one. Trustees see this net position before approving, so the programme can effectively self-fund from existing spend made more efficient.
Where savings do not fully cover, the programme typically sits in HR or staff development budget lines. The framing is straightforward: a structured investment in your largest single cost category, with measurable outcomes on retention and engagement.
Several funders now consider workforce wellbeing programmes as eligible under organisational development or capacity-building grants. We can support your funding applications with documentation suitable for trustee meetings and grant reporting.
For smaller charities or those with constrained reserves, we can phase the engagement. Start with Clarity (the benefits and pension review) which is often self-funding through identified savings, then add Confidence and Stability as resources allow.
A typical Charity Wellbeing Review identifies cost reductions in the pension and benefits arrangements that more than cover the programme fee in the first year. The numbers below come from a recent engagement, an 85-staff charity in the mid band.
A structured Review across pension, benefits, and financial support arrangements. The Review identified material inefficiencies in the workplace pension, which were addressed without disruption to staff.
The full programme fee for that engagement was offset roughly three times over by the pension savings alone, with the difference redirected to programme delivery. Before counting any of the retention or engagement benefits that followed.
Before any fees are discussed, the Review establishes whether there is something worth addressing in your specific charity, and what the proportionate response would be.
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