Strategy and impact

What we do

Our 10-year strategy (launched in 2019) sets out our ambition to reach 10,000 young people (from the ages of 11 to 25) by funding education, employability and financial education delivery; invest £2m in the social sector (including communities) and support Hymans Robertson’s staff achieve their volunteering ambition.

Our priorities

We provide longer-term funding for a range of charity partners across the UK, supporting young people with education, employability, and financial education programmes.

We encourage people at Hymans Robertson in their fundraising and volunteering, by highlighting volunteering opportunities and connecting them and our charity partners, and by offering matched funding for Hymans Robertson staff fundraising activities.

Click the cards to learn more.

We aim to provide Secure Financial Futures to disavantaged young people

We do this by suporting the delivery of financial capability and employability skills training via charity partnerships.

We work with local communities to support long-term local community projects

This work aims to improve the lives of those in need.

How we deliver our priorities

We provide multiyear funding to our charity partners, and as part of their employability and education programmes, specialist provider Money Ready delivers financial education support to young people.

We are committed to supporting the priorities of the Money and Pensions Service, to work with stakeholders across a range of sectors to help improve financial education provision at school, at home and in the community.

We also know there are mental health and well-being barriers for young people participating in learning, training and employment. Our specialist partner Lifelink supports young people (and charity staff) to access support to counselling (online and in person). Lifelink also works with all our charity partners to ensure that there is additional specialist mental health and well-being support.

We support communities and develop links and connections among teams at Hymans Robertson and our charity network. In previous years, we have provided direct grant funding for locally based charities. During the pandemic, we offered Hardship Grants, for our 5th anniversary of the Foundation, we offered smaller charities grant funding. In 2024, we introduced our Community Fund, an unrestricted grant to small community based charities (with incomes lower than £100,000).

We highlight opportunities for active, specialist and virtual volunteering provides additional support to charities and communities. Teams at Hymans Robertson can volunteer their time, directly fund raise and apply for match-funding.

We deliver our priorities through:

Website Rebuild Bluegreen Diversity & Inclusion

Fundraising

Volunteering

Financial education

Website Rebuild Bluegreen Diversity & Inclusion 1

Employability

Website Rebuild Bluegreen Training Development

Education

How we measure our impact

We agree key reporting requirements with all our charity partners in advance. We are keen to see the impact of our funding with young people and communities. We do this through six-monthly and annual reports typically gathering information of number of young people supported, their outcomes (for example, did our funding help them into training, an apprenticeship, learning or employment) or where funding helped them “stay” in school/training/college or employment.

For other young people who need more support, we also ask for information on qualifications achieved. For some, that might be the first formal qualification they’ve achieved.

We also ask for case studies which brings to life the “impact” on their lives from our funding.

Read case studies

Impact

We report our progress against strategic priorities to the Foundation Board at each Board meeting. We also invite a charity partner to each meeting where Trustees can hear directly from our partners working with young people across the UK.

We know we can do more to demonstrate the “social value” of our funding. By early 2025, we will confirm our “qualitative” measures. We’ll agree these with our partners. Currently, we’re benchmarking (gathering best practice) to ensure that any new measures are meaningful and inform/influence our future delivery.

We are guided by our commitment to IVAR's 8 principles which will ensure that our charity reporting requests are proportionate to our funding.

Learn more