Why it matters
The people who look after everyone else are usually last to look after themselves. A regulated adviser makes sure your own retirement and security don't get left behind while you build the cause.
Financial guidance
Personal financial planning for charity leaders
You spend your days looking after the cause — this guide is about looking after you. It explains the personal financial basics for charity leaders and staff: pensions, investments and retirement planning.
The short answer
Charity leaders and staff are individuals with the same financial needs as anyone — often under-served because they put the cause first. A regulated adviser can advise on pensions, investments and retirement planning, joined up with your own tax position.
The basics
In plain English
- Pensions and retirement planning for you and your leadership
- Investments and tax-efficient saving (ISAs and more)
- Protecting your own income and family
- Consolidating old pensions and plans
- A personal plan, reviewed as life changes
How to get regulated advice
If and when you want it
- 1Understand the basics
This page explains, in plain English, what this area involves — so you know the questions worth asking.
- 2Find an authorised adviser
Regulated advice can only come from an FCA-authorised firm. You can search the FCA register, or ask us for an introduction to Equity & General, the firm we have an introducer agreement with.
- 3No obligation
Any introduction is optional and free. If you go on to take advice, the adviser explains any fees before anything goes ahead.
Common questions
Straight answers
Is this for the charity or for me personally?
This is personal advice for you and your leadership team as individuals — pensions, investments, protection and retirement.
I've moved between roles — what about old pensions?
Common for people who've worked across the sector. They can often be reviewed and, where appropriate, consolidated. A regulated adviser can assess them.
Does it cost anything to talk?
The first conversation is free and without obligation. Any advice fees are explained clearly before you commit.
General information only. This page explains a topic in general terms. It is not advice, a personal recommendation or a financial promotion, and it does not invite or encourage you to buy any product or service. Everyone's circumstances are different.
Regulated financial advice can only be given by a firm authorised by the Financial Conduct Authority — you can find one on the FCA register (register.fca.org.uk). Buzz Accounting is not authorised to give regulated financial advice. We have an introducer agreement with Equity & General (E&G), authorised and regulated by the FCA (No. 474163); if you would like, we can introduce you — that is entirely optional and there is no obligation.
The value of investments and any income from them can fall as well as rise, and you may get back less than you invested. Your home may be repossessed if you do not keep up repayments on a mortgage. Tax treatment depends on your individual circumstances and may change. Will-writing, trusts and some estate-planning services are not regulated by the Financial Conduct Authority.
