Getting started
What to expect before you commit to anything.
How do we start?
Book an Impact Review through the link in our navigation, or take the short Impact Diagnostic first. Either route is free and carries no obligation. The Impact Review is two short conversations, typically a week apart, and produces a written summary suitable for your senior team or trustees.
Does the first conversation cost anything?
No. The Impact Review is always provided at no cost, regardless of whether further work follows. Many engagements end at the Review stage with a clearer picture and no further action needed.
How long does the Impact Review take?
Two short conversations, typically a week apart. The first is a structured discussion of your organisation, your team, and your current arrangements. The second presents findings and, where appropriate, what a proportionate response would look like.
Will you push us into a programme we are not ready for?
No. If the Review finds that your team is not currently carrying meaningful pressure, or that the cost of intervention would not justify the return, we will tell you that directly.
The service
How the Impact Review and Impact Framework work.
What is the Impact Review?
A structured diagnostic and improvement service for purpose-led organisations. It identifies where your organisation may be under pressure across people, governance and capacity, and produces a written assessment with proportionate next steps. Where regulated financial advice is required, this is provided separately by Aetas Wealth (FCA registration 458421).
Who is this for?
Aetas Impact works with charities, not-for-profits, social enterprises, community interest companies, foundations, trusts, educational organisations and faith organisations. The programme is designed for organisations with between 10 and 250 staff.
How is this different from an Employee Assistance Programme?
An EAP is a reactive support service. Aetas Impact is proactive and consultancy-led. We start with the organisation, design a structured response, and deliver it in a coordinated way. Many organisations retain their EAP alongside our programme.
Will staff actually engage with this?
Engagement is explicitly measured and managed. Workshops are run at times and in formats that fit your team. One-to-one guidance is opt-in and confidential. Typical engagement rates run between 50% and 70% of staff in the first year.
Fees and process
What it costs and how delivery works.
How are fees structured?
Per-employee, agreed in writing before any delivery work begins. The Impact Review is always at no cost. Indicative full programme rates run from around £140 to £165 per employee per year. Exact figures are confirmed alongside the savings the Review identifies, so trustees see the net position before approving.
Are the savings real?
Real. A typical Review identifies recurring annual savings in pension charges and benefits efficiencies that exceed the full programme fee in year one. In an 85-employee engagement recently completed, pension savings alone came to £45,000 per year.
Can we engage just one pillar?
Yes. People (the benefits and pension review) is available as a standalone. Governance and Capacity pillars can be added later. A phased approach is genuinely available.
What is the initial commitment?
The initial programme runs for twelve months. Annual renewal is reviewed and agreed at the end of each term. There are no long lock-ins.
For trustees and senior leadership
Governance, reporting and regulatory considerations.
What do trustees see?
A written summary of the Impact Review at the outset. Quarterly engagement updates throughout. An annual impact review with reporting designed for trustee meetings and major funder updates.
Is this relevant to the Charity Governance Code?
Yes. The Charity Governance Code places explicit weight on organisational culture, people management, and the wellbeing of the workforce as components of good governance.
Is this a regulated activity?
The consultancy and education work is not regulated. Where regulated financial advice is provided to individual staff, this is delivered by Aetas Wealth, a trading style of Insight Financial Associates Ltd (FCA registration 458421).
Who delivers the programme?
Matthew Steiner leads every Impact Review directly. Workshops and regulated guidance are delivered by Daniel Cottam (IFA) and Peter Rose APFS (Chartered Financial Planner, Pension Specialist).