you and your
trust in us.
With over 25 years’ experience in the industry, our management team are used to handling every aspect of funerals and as such know how to find exactly the right plan to suit your needs. We take pride in offering a highly personal and tailored service. You can have confidence that due to the dedication of our team all of your wishes will be carried out to the letter.
Above all, we believe in providing full transparency regarding the finances of your funeral plan. All funds relating to the cost of your funeral are held within a completely secure trust which will be managed by one of the world’s largest global wealth managers, UBS (Union Bank of Switzerland), with over $3.5 trillion* of assets under management.
PTL, the leading independent trustee and governance services provider, are in place for governance and oversight and to act as independent trustees for the trust in which the funds for your funeral plan will be held. PTL’s award-winning team bring 25 years’ experience in the role as professional independent trustee to the pension schemes of multi-national companies and many of the UK’s leading DC Master Trusts and Workplace Pension providers. This enables trust Funeral Plans to work closely with you to deliver a service that reflects your individual requirements with the peace of mind that your funds are protected under trust and secure.
In addition, Zenith Actuarial Limited, members of The Institute and Faculty of Actuaries, carry out an annual actuarial valuation allowing certainty of an appropriate level of funds to cover the cost for your funeral.
Although our industry is not yet regulated by the Financial Conduct Authority, it is envisaged that they will provide the framework for future regulation and authorisation. As such trust funeral plans are already working within the FCA’s proposed guidelines so you can have complete confidence that your money is always secure.
*As reported on 30th June 2020