Published reports

BROOKS MACDONALD ASSET MANAGEMENT LIMITED

Company number: 03417519

This information is as reported by the business, and responses are in their own words.

Reporting period:

1 July 2025 to 31 December 2025

Report filed on:

30 January 2026

Approved by:

Gillian van Klink


Contracts and payments

Do any of this business's construction contracts with its suppliers include retention clauses? Yes

Payment statistics

Average time taken to pay invoices: 15 days

Total value paid:

  • within 30 days: £81,952,983  (94%)
  • in 31 to 60 days: £3,211,447  (4%)
  • in 61 days or more: £2,103,148  (2%)

Invoices paid:

  • within 30 days: 94%
  • in 31 to 60 days: 4%
  • in 61 days or more: 2%

Late and disputed:

  • total value of payments due in the reporting period which have not been paid within the agreed period: £5,314,595
  • payments due in the reporting period which have not been paid within the agreed period: 6%
  • not made in the reporting period due to a dispute: 0%

Payment terms

Shortest standard payment periods

0 days

Longest standard payment period

30 days

Standard payment terms

The majority of our payment terms agreed with suppliers requires payment within 30 days. Payment terms are agreed with each supplier upon commencement of the supply on an individual basis.

Were there any changes to the standard payment terms in the reporting period?

No

Were suppliers notified or consulted about these changes before they were made?

N/A

Maximum contractual payment period agreed

365 days

Certain contracts entered into by the company are annual invoices that are settled through a monthly direct debit over the period covered by the invoice.

Any other information about payment terms

No further comment provided

Retention clauses

How does this business use retention clauses?

Retention clauses are used in specific circumstances:

Retention only applies to the one supplier whose contract includes it. We deduct the agreed percentage from each invoice, pay the net amount, and release the retained funds later at practical completion and the end of the defects period, as specified in the contract.

Does this business only use retention clauses in construction contracts above a specific contract sum?

No

Does this business use a standard percentage rate in retention clauses?

No

Does this business apply retention clause practices that are no more onerous than those applied to it on the same project?

Yes:

We operate a single 2.5% retention clause with our construction contractor who carried out our internal office fit‑out and build. This is the only instance where retention applies within our organisation. We do not impose retention or other onerous withholding mechanisms on our clients or our wider supplier base.

Releasing money under a retention clause

Process for releasing money this business has deducted or retained under a retention clause

The 2.5% retention relates solely to our internal office fit‑out and build project. In accordance with the contract, the retention amount will be released in December 2026 once the works are fully completed and Brooks Macdonald has confirmed satisfaction with the build. This is the only instance where retention is applied within our organisation, and it is released strictly as per the agreed payment schedule.

Is the money released in stages?

No

Amount retained from suppliers in the reporting period

Amount retained stated as a percentage of the money retained from this business by its clients

0%

Amount retained stated as a percentage of the total construction payments made by this business

0%

Dispute resolution process

In the event of a dispute, the supplier is expected to get in touch with their usual Brooks Macdonald Asset Management contact (which will vary from supplier to supplier) to discuss the issue. The business contact will aim to deal with the dispute promptly and escalate to Finance or Compliance as needed to ensure swift resolution.

Other payment information

Has this business signed up to a code of conduct or standards on payment practices? If so, which?

For example, signatories to The Fair Payment Code must commit to paying 95% of their invoices within 60 days.

No, this business has not signed up to a code of conduct or standards on payment practices.

Does this business offer e-invoicing in relation to qualifying contracts?

This is where suppliers can electronically submit and track invoices. It's not just allowing suppliers to email them an invoice.

No

Does this business offer supply chain finance?

This is where a supplier who has submitted an invoice can be paid by a third-party finance provider earlier than the agreed payment date. The business would then pay the finance provider the invoiced sum.

No

Under its payment practices and policies, can this business deduct sums from payments under qualifying contracts as a charge for remaining on a supplier list?

No

During the reporting period, did the business deduct sums from payments as a charge for remaining on a supplier list?

No