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Social Sector Complete Bundle preview
BUNDLE

Social Sector Complete Bundle

Charity Monitor + CQC Compliance + Pension Optimizer. Complete compliance pack for charities, care homes and social enterprises. Bundle savings: £88/mo vs buying the 3 products separately (£337/mo).

charity-compliancesorptrustee-dutiesrestricted-fundsdbs-trackersocial-sectorannual-return

💛 BUILT FOR THE THIRD SECTOR

Charities, care providers and social enterprises sit under a unique stack of regulators — Charity Commission, CQC, The Pensions Regulator, plus HMRC for Gift Aid. Compliance teams in the sector are typically one part-time finance officer and a trustee. The Social Sector Bundle replaces a five-spreadsheet workflow with one dashboard tuned for non-profit reporting cycles.

Charity Monitor + CQC + Pension — One Workspace

Three engines purpose-fit for the third sector: Charity & Third Sector Compliance Monitor, Social Care CQC Compliance Engine, and Pension Auto-Enrolment Optimizer.

  • Charity & Third Sector Compliance Monitor: Annual return tracker, trustee declaration log, serious incident reporting templates, fund-restricted balance dashboard.
  • Social Care CQC Compliance Engine: Fundamental standards evidence, KLOE-mapped audit prep, notifiable event templates, inspection-ready document vault.
  • Pension Auto-Enrolment Optimizer: Employer 3% monitoring tuned for irregular-hours and bank-staff workforces typical in social care.
  • Trustee-Friendly Reports: One-page board pack monthly, designed for non-financial trustees.
  • £88/Month Bundle Saving:

💷 THE MATHS

£249/month = £2,988/year for three compliance engines that would cost £337/month bought separately. CQC requires improvement notice = trustee reputational damage + potential fundraising drop. One avoided notice covers a decade.

📦 Bundle savings & included products

  • Bundle savings: typically 20-30% off vs. the standalone price of each product purchased separately. Exact saving is shown at checkout vs. itemised total.
  • What's included: bundle includes every product listed in the catalogue page; each retains its own portal access, support SLA and refund policy.
  • Separate products: each product in this bundle is also available standalone — see linked product pages for individual feature lists.

⚠️ Legal disclaimer (FINANCE): This product is not financial, tax, investment, or AML advice and SummitBridge Horizon Ltd is not authorised by the FCA. Read the full disclaimer below or in our Terms of Service before purchase.

£249.00/mo

MONTHLY SUBSCRIPTION · No VAT (not registered)

Delivery: Instant on payment
Refund: 14-day satisfaction guarantee
Instant download after payment
UK GDPR compliant
Secure checkout via Stripe
Not VAT registered — no VAT charged

Trust & Delivery

ICO registered ZC112810

UK Information Commissioner's Office data controller registration.

Companies House 16419201

SummitBridge Horizon Ltd — registered 30 April 2025, London.

14-day satisfaction guarantee

See refund policy for full terms.

Sample materials available

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Compare with the market

2 direct and adjacent competitors tracked.

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Charity Excellence Framework

GB

Free (paid consultancy extras)HIGHsimilarFree tierBundle depth · Multi-IQ coverage
Charity Digital

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MEDIUMsimilar

Compliance Snapshot

Regulatory posture for this product — for procurement and security teams.

General-purpose (limited- or minimal-risk)

Conformity scaffold in place — formal record not yet published