Investment Advisors

The main role of the The Funeral Trustee Company Ltd is to hold and safely invest the proceeds of funeral prepayment plans to ensure the availability of funds to meet our funeral plan obligations.
We do this by using independent financial advisors.

Our investments are managed by Sarasin and Partners LLP.

Sarasin are specialist asset managers investing £14.3 billion on behalf of charities, private clients, institutions and intermediaries around the world.

Each year our fund undergoes an Actuarial valuation carried out by Trust Actuarial, in accordance with the Funeral Plans Technical Actuarial Standard (FPs TAS).