Tag Archive: Trust
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FPA: If it looks too good to be true, it probably is
The Funeral Planning Authority (FPA) has warned Independents to be cautious about planning products being offered by unregulated providers, saying… Read more >
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Safeguarding families’ funds in volatile times
As concerns over the coronavirus hit financial markets, The Golden Charter Trust’s long-term, diversified approach continues to protect plan holders’… Read more >
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Trust growth now applied monthly
Golden Charter has announced changes to the way growth is applied to set plan funds held in the independently managed… Read more >
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February 2019
Environmentally friendly burials, the SAIF AGM countdown, the CMA investigation into funeral planning, and Trust growth rates for 2019/20,
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Taking care of community
Funeral directors are at the very heart of the communities they serve. In dealing with bereavement, respect and trust are… Read more >
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Measuring a Trust’s success
Gareth Howlett is an Investment Manager and currently sits on the Investment Committee and Asset Selection Committee of Brooks Macdonald…. Read more >
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Independents secure future returns
The growth rates of Golden Charter funeral plans are reviewed annually by Golden Charter Limited, having regard to both Trust… Read more >
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What is required of a Trust?
Geraldine Gammell has a wealth of experience in business, currently a chartered accountant and member of the Ethics Committee of… Read more >