SERVICES FOR INSTITUTIONS
FUNERAL PLAN TRUSTS
We are experienced in acting as Trustee in Funeral Plan Trusts, having in excess of £50 million under management; with the primary objective of ensuring that there are funds available to provide funerals for Plan Holders upon their deaths. This involves working with Discretionary Fund Managers to determine an Investment strategy. We are aware and compliant of the rules laid out by the Funeral Planning Authority (FPA) and ensure that the fund is audited on an annual basis and an actuary appointed to determine and calculate the assets and liabilities of the trust.
We can provide Trustee services to your clients and can be written into their Wills or Trust Deeds. We offer very competitive fees and ensure that your clients receive the very best service. We recognise that you referred the client to us and we promise not to offer any of services unless you ask us to do so. In addition, we can help generate a consistent and reliable income stream for you.