Welcome to Funeral Planning Services

Funeral Planning Services & Funeral Planning Trust have been taking care of funeral prepayments since 1995.

 

Funeral Planning Services and Funeral Planning Trust have been taking care of funeral prepayments since 1995.

Thousands of people hold a plan administered by Funeral Planning Services and backed by Funeral Planning Trust, usually purchased through a local independent funeral director or a will writer.

Funeral Planning Trust closed to new business in April 2017 and all new funeral plans are handled by Ecclesiastical Planning Services Limited - if you wish to buy a new plan please click here for details: www.funeralplans.co.uk

Funeral Planning Services administers the plans held in Funeral Planning Trust: collecting instalment payments, recording address changes, paying refunds if plans are cancelled and, most importantly, paying for funerals.

If you have an enquiry about the administration of an existing plan please contact us. If you want to discuss whether your plan is right for you, please contact the funeral director or will writer you purchased it from.

FPS 1995 Limited trading as Funeral Planning Services.  Company registration number 3064932. Registered office: Flint House, Ipswich Road, Long Stratton, Norwich NR15 2TA.

 

Protection for Prepaid Funeral Plans

For Plan Holders and Their Families

A funeral prepayment plan enables you to choose the type of funeral you want and pay for the funeral director’s services in advance.  The named funeral director guarantees to provide the services specified when required without further charge.  When the funeral has been provided Funeral Planning Services withdraws money from Funeral Planning Trust to pay the funeral director.  Every Funeral Planning Services client has a schedule showing what is included in his or her plan.

It should be noted that the funeral plan guarantees only the cost of the funeral director's services. Many plans also include a contribution towards related expenses such as cremation or burial fees and minister’s fees (known as “disbursements”) but these costs cannot be guaranteed.  If the actual cost of disbursements required is more than the contribution included in the plan, the difference will be payable at the time of the funeral.

Questions and Answers

Can I buy a new plan for myself, or for a friend or relative?

Yes – if you do not have a plan already you can buy one from your funeral director or direct from Ecclesiastical Planning Services – please click here for details:  www.funeralplans.co.uk

 

How do I finish paying for my funeral plan?

If you have already started a plan and you are paying for it by monthly instalments you can continue to do so for the agreed payment period.  If you change your bank please contact us for a new standing order form.

If you want to pay the outstanding amount in one payment please contact us to check the amount.  You can pay the outstanding amount by cheque (payable to Funeral Planning Trust) or by direct bank payment.  We are unable to accept payments by debit or credit card.

 

What if I change my address?

If you change your address it is essential that you inform us.  Please use the change of address form in your customer pack or you can download one from this website.

This is very important if you move to a new area not covered by the funeral director named on your funeral plan guarantee.  We may be able to arrange a new guarantee with a different firm but please note that it can take up to 28 days to arrange and there may be a difference in the plan cost, so please let us know as soon as possible.

 

Can I cancel my plan?

You have the right to cancel your plan at any time and receive a refund equal to the amount you have paid less the administration charge noted on your Funeral Plan Guarantee certificate or (for part-paid plans) your Instalment Plan Confirmation.  Please use the cancellation form in your customer pack or you can download one from this website.

 

What if the plan is not used?

If someone who had a plan dies but the plan is not used we will treat this as a cancellation and pay a refund to the plan holder’s executors.  Please note that we are not authorised to pay the refund to friends or relatives, or to any other funeral director than the one named on the guarantee certificate.

 

Can I get a copy of the full terms & conditions?

There should be a copy of the Funeral Planning Services Terms and Conditions in your customer pack but you can also download them from this website.

 

Useful Information Leaflets

There should be a copy of each of these leaflets in your customer pack but you can also download copies here:

 

My Wishes for the Funeral

My Important Information

What to Do When Someone Dies

Terms and Conditions

 Change of Address Form

Cancellation Form

Regulation of Funeral Plans

 

Funeral prepayment plans purchased in the UK are regulated by the Financial Services & Markets Act 2000.

Funeral Planning Services is registered with the Funeral Planning Authority which monitors plan providers and maintains a set of Rules and a Code of Practice for Prepaid Funeral Plans – click here for details funeralplanningauthority.co.uk

If you have a complaint about Funeral Planning Services please contact us in the first instance. If we are not able to resolve your complaint you may be able to refer it to the Funeral Planning Authority.

Financial Update

Statistics and asset valuation at the end of the last financial year, 31st March 2017

Statistics

Number of current plans (fully-paid):

Number of part-paid instalment plans:

Number of plans purchased during the past year:

Number of funerals paid for during the past year:

Number of plans cancelled during the past year:

 

Type and Value of Funeral Planning Trust Assets

Equities

UK Government fixed-income bonds

UK Government index-linked bonds

Corporate fixed-income bonds

Corporate index-linked bonds

Other investments

Cash (excluding part-paid instalments)

 

Total assets held for fully-paid plans

Cash held on deposit for part-paid instalment plans

Average assets held per fully-paid plan

Average cash held per part-paid instalment plan

57,912

1,969

9,174

4,632

121

 

 

£  51,650,000 (25%)

£  46,190,000 (22%)

£    1,120,000 (1%)

£102,100,000 (49%)

£    2,380,000 (1%)

£    4,050,000 (2%)

£       100,000 (0%)

 

£207,590,000

£3,209,408

£3,585

£1,630

Trustees & Professional Advisers

 

Managing Trustees

Nicholas Taylor was appointed in 1995 and is a retired Funeral Director. Nicholas is also a Director of FPS 1995 Limited

Rex Humphrey was appointed in 2009. Prior to his retirement Rex was Chief Executive of Age Concern Norfolk.

Julian Mobbs was appointed in 2012 and is a retired Chartered Accountant. Julian is also a Director of FPS 1995 Limited.

Ben Goodfellow was appointed in July 2013 and is a retired solicitor with wide experience of trusts and pension schemes.

Malcolm Peters was appointed in July 2013. Prior to his retirement, Malcolm was a Fellow of the Institute of Actuaries.

 

Custodian Trustee

Capita Asset Services

4th Floor 40 Dukes Place London EC3A 7NH

www.capitaassetservices.com

Actuaries

 

Oliver Wyman

Thorncroft Manor Thorncroft Drive Leatherhead, KT22 8JB

www.oliverwyman.com

Investment Managers

 

LGT Vestra LLP

14 Cornhill London
EC3V 3NR

www.lgtvestra.com

Auditors

 

Larking Gowen

King Street House 15 Upper King Street Norwich NR3 1RB

www.larking-gowen.co.uk

 

 

For Funeral Directors

Funeral Planning Trust is now closed to new business: all new plans are administered by Ecclesiastical Planning Services Limited – if you would like a secure funeral plan to offer your clients, with a friendly and efficient administration service and expert help with marketing, please click here for details:  www.funeralplans.co.uk

How to report the death of a plan-holder

By email

Our email address is info@funeralplanningtrust.co.uk Please ensure that you include your name, as well as the customer’s full name and the plan number.

By telephone

You should have a “Funeral Director’s Customer Record” for each plan, which includes a schedule of what is included in the plan and our contact telephone number.  Please note that as the fund winds down our office hours will be reduced.

Online

If you have a number of clients with plans in Funeral Planning Trust you can register with the FPS Funeral Director Portal, which is accessible at any time.  Please contact us to apply for a user ID and password.

Contact Funeral Planning Services

If you have any questions about an existing plan please speak to your funeral director or call the number on your funeral plan documents, or contact us using the email form below (we will respond to you within 5 working days and send you a copy of your enquiry for your reference).

 

FPS 1995 Limited
Trading as Funeral Planning Services. Registered in England, number 3064932.
Registered office: Flint House Ipswich Road Long Stratton Norwich  NR15 2TA.

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All rights reserved,2017. Website copyright of Funeral Planning Services, 2017.

Questions and Answers

Can I buy a new plan for myself, or for a friend or relative?

Yes – if you do not have a plan already you can buy one from your funeral director or direct from Ecclesiastical Planning Services – please click here for details:  www.funeralplans.co.uk

 

How do I finish paying for my funeral plan?

If you have already started a plan and you are paying for it by monthly instalments you can continue to do so for the agreed payment period.  If you change your bank please contact us for a new standing order form.

If you want to pay the outstanding amount in one payment please contact us to check the amount.  You can pay the outstanding amount by cheque (payable to Funeral Planning Trust) or by direct bank payment.  We are unable to accept payments by debit or credit card.

 

What if I change my address?

If you change your address it is essential that you inform us.  Please use the change of address form in your customer pack or you can download one from this website.

This is very important if you move to a new area not covered by the funeral director named on your funeral plan guarantee.  We may be able to arrange a new guarantee with a different firm but please note that it can take up to 28 days to arrange and there may be a difference in the plan cost, so please let us know as soon as possible.

 

Can I cancel my plan?

You have the right to cancel your plan at any time and receive a refund equal to the amount you have paid less the administration charge noted on your Funeral Plan Guarantee certificate or (for part-paid plans) your Instalment Plan Confirmation.  Please use the cancellation form in your customer pack or you can download one from this website.

 

What if the plan is not used?

If someone who had a plan dies but the plan is not used we will treat this as a cancellation and pay a refund to the plan holder’s executors.  Please note that we are not authorised to pay the refund to friends or relatives, or to any other funeral director than the one named on the guarantee certificate.

 

Can I get a copy of the full terms & conditions?

There should be a copy of the Funeral Planning Services Terms and Conditions in your customer pack but you can also download them from this website.

 

Regulation of Funeral Plans

 

Funeral prepayment plans purchased in the UK are regulated by the Financial Services & Markets Act 2000.

Funeral Planning Services is registered with the Funeral Planning Authority which monitors plan providers and maintains a set of Rules and a Code of Practice for Prepaid Funeral Plans – click here for details funeralplanningauthority.co.uk

If you have a complaint about Funeral Planning Services please contact us in the first instance. If we are not able to resolve your complaint you may be able to refer it to the Funeral Planning Authority.

Funeral Planning Trust is now closed to new business: all new plans are administered by Ecclesiastical Planning Services Limited – if you would like a secure funeral plan to offer your clients, with a friendly and efficient administration service and expert help with marketing, please click here for details:  www.funeralplans.co.uk

Funeral Planning Services Logo Image of Funeral Planning Trust Logo

Can I buy a new plan for myself, or for a friend or relative?

Yes – if you do not have a plan already you can buy one from your funeral director or direct from Ecclesiastical Planning Services – please click here for details:  www.funeralplans.co.uk

 

How do I finish paying for my funeral plan?

If you have already started a plan and you are paying for it by monthly instalments you can continue to do so for the agreed payment period.  If you change your bank please contact us for a new standing order form.

If you want to pay the outstanding amount in one payment please contact us to check the amount.  You can pay the outstanding amount by cheque (payable to Funeral Planning Trust) or by direct bank payment.  We are unable to accept payments by debit or credit card.

 

What if I change my address?

If you change your address it is essential that you inform us.  Please use the change of address form in your customer pack or you can download one from this website.

This is very important if you move to a new area not covered by the funeral director named on your funeral plan guarantee.  We may be able to arrange a new guarantee with a different firm but please note that it can take up to 28 days to arrange and there may be a difference in the plan cost, so please let us know as soon as possible.

 

Can I cancel my plan?

You have the right to cancel your plan at any time and receive a refund equal to the amount you have paid less the administration charge noted on your Funeral Plan Guarantee certificate or (for part-paid plans) your Instalment Plan Confirmation.  Please use the cancellation form in your customer pack or you can download one from this website.

 

What if the plan is not used?

If someone who had a plan dies but the plan is not used we will treat this as a cancellation and pay a refund to the plan holder’s executors.  Please note that we are not authorised to pay the refund to friends or relatives, or to any other funeral director than the one named on the guarantee certificate.

 

Can I get a copy of the full terms & conditions?

There should be a copy of the Funeral Planning Services Terms and Conditions in your customer pack but you can also download them from this website.

 

57,912

1,969

9,174

4,632

121

 

 

£  51,650,000 (25%)

£  46,190,000 (22%)

£    1,120,000 (1%)

£102,100,000 (49%)

£    2,380,000 (1%)

£    4,050,000 (2%)

£       100,000 (0%)

 

£207,590,000

£3,209,408

£3,585

£1,630

Funeral Planning Services Logo Image of Funeral Planning Trust Logo

57,912

1,969

9,174

4,632

121

 

 

£  51,650,000 (25%)

£  46,190,000 (22%)

£    1,120,000 (1%)

£102,100,000 (49%)

£    2,380,000 (1%)

£    4,050,000 (2%)

£       100,000 (0%)

 

£207,590,000

£3,209,408

£3,585

£1,630

57,912

1,969


9,174


4,632


121

 

 


£  51,650,000 (25%)

£  46,190,000 (22%)

£    1,120,000 (1%)

£102,100,000 (49%)

£    2,380,000 (1%)

£    4,050,000 (2%)

£       100,000 (0%)

 

£207,590,000


£3,209,408

£3,585


£1,630

Number of current plans (fully-paid):

Number of part-paid instalment plans:

Number of plans purchased
during the past year:

Number of funerals paid for
during the past year:

Number of plans cancelled
during the past year:

 

Type and Value of Funeral
Planning Trust Assets

Equities

UK Government fixed-income bonds

UK Government index-linked bonds

Corporate fixed-income bonds

Corporate index-linked bonds

Other investments

Cash (excluding part-paid instalments)

 

Total assets held for fully-paid plans

Cash held on deposit for part-paid instalment plans

Average assets held per fully-paid plan

Average cash held per part-paid
instalment plan

Number of current plans (fully-paid):

Number of part-paid instalment plans:

Number of plans purchased during the past year:

Number of funerals paid for during the past year:

Number of plans cancelled during the past year:

 

Type and Value of Funeral Planning Trust Assets

Equities

UK Government fixed-income bonds

UK Government index-linked bonds

Corporate fixed-income bonds

Corporate index-linked bonds

Other investments

Cash (excluding part-paid instalments)

 

Total assets held for fully-paid plans

Cash held on deposit for part-paid instalment plans

Average assets held per fully-paid plan

Average cash held per part-paid instalment plan

57,912

1,969

9,174

4,632

121

 

 

£  51,650,000 (25%)

£  46,190,000 (22%)

£    1,120,000 (1%)

£102,100,000 (49%)

£    2,380,000 (1%)

£    4,050,000 (2%)

£       100,000 (0%)

 

£207,590,000

£3,209,408

£3,585

£1,630

Number of current plans (fully-paid):

Number of part-paid instalment plans:

Number of plans purchased during the past year:

Number of funerals paid for during the past year:

Number of plans cancelled during the past year:

 

Type and Value of Funeral Planning Trust Assets

Equities

UK Government fixed-income bonds

UK Government index-linked bonds

Corporate fixed-income bonds

Corporate index-linked bonds

Other investments

Cash (excluding part-paid instalments)

 

Total assets held for fully-paid plans

Cash held on deposit for part-paid instalment plans

Average assets held per fully-paid plan

Average cash held per part-paid instalment plan

57,912


1,969


9,174


4,632


121

 



£  51,650,000 (25%)

£  46,190,000 (22%)

£    1,120,000 (1%)

£102,100,000 (49%)

£    2,380,000 (1%)

£    4,050,000 (2%)


£       100,000 (0%)

 

£207,590,000


£3,209,408


£3,585


£1,630

Funeral Planning Services Logo Image of Funeral Planning Trust Logo

Funeral Planning Services and Funeral Planning Trust have been taking care of funeral prepayments since 1995.

Protection for Prepaid Funeral Plans

  •  


    Thousands of people hold a plan administered by Funeral Planning Services and backed by Funeral Planning Trust, usually purchased through a local independent funeral director or a will writer.

    Funeral Planning Trust closed to new business in April 2017 and all new funeral plans are handled by Ecclesiastical Planning Services Limited - if you wish to buy a new plan please click here for details: www.funeralplans.co.uk

    Funeral Planning Services administers the plans held in Funeral Planning Trust: collecting instalment payments, recording address changes, paying refunds if plans are cancelled and, most importantly, paying for funerals.

    If you have an enquiry about the administration of an existing plan please contact us. If you want to discuss whether your plan is right for you, please contact the funeral director or will writer you purchased it from.

    FPS 1995 Limited trading as Funeral Planning Services.  Company registration number 3064932. Registered office: Flint House, Ipswich Road, Long Stratton, Norwich NR15 2TA.

For Plan Holders and Their Families

A funeral prepayment plan enables you to choose the type of funeral you want and pay for the funeral director’s services in advance.

  •  


    The named funeral director guarantees to provide the services specified when required without further charge.  When the funeral has been provided Funeral Planning Services withdraws money from Funeral Planning Trust to pay the funeral director.  Every Funeral Planning Services client has a schedule showing what is included in his or her plan.

    It should be noted that the funeral plan guarantees only the cost of the funeral director's services. Many plans also include a contribution towards related expenses such as cremation or burial fees and minister’s fees (known as “disbursements”) but these costs cannot be guaranteed.  If the actual cost of disbursements required is more than the contribution included in the plan, the difference will be payable at the time of the funeral.

Can I buy a new plan for myself, or for a friend or relative?

Yes – if you do not have a plan already you can buy one from your funeral director or direct from Ecclesiastical Planning Services – please click here for details:  www.funeralplans.co.uk

 

Questions and Answers

  •  


    How do I finish paying for my funeral plan?

    If you have already started a plan and you are paying for it by monthly instalments you can continue to do so for the agreed payment period.  If you change your bank please contact us for a new standing order form.

    If you want to pay the outstanding amount in one payment please contact us to check the amount.  You can pay the outstanding amount by cheque (payable to Funeral Planning Trust) or by direct bank payment.  We are unable to accept payments by debit or credit card.

    What if I change my address?

    If you change your address it is essential that you inform us.  Please use the change of address form in your customer pack or you can download one from this website.

    This is very important if you move to a new area not covered by the funeral director named on your funeral plan guarantee.  We may be able to arrange a new guarantee with a different firm but please note that it can take up to 28 days to arrange and there may be a difference in the plan cost, so please let us know as soon as possible.

    Can I cancel my plan?

    You have the right to cancel your plan at any time and receive a refund equal to the amount you have paid less the administration charge noted on your Funeral Plan Guarantee certificate or (for part-paid plans) your Instalment Plan Confirmation.  Please use the cancellation form in your customer pack or you can download one from this website.

    What if the plan is not used?

    If someone who had a plan dies but the plan is not used we will treat this as a cancellation and pay a refund to the plan holder’s executors.  Please note that we are not authorised to pay the refund to friends or relatives, or to any other funeral director than the one named on the guarantee certificate.

    Can I get a copy of the full terms & conditions?

    There should be a copy of the Funeral Planning Services Terms and Conditions in your customer pack but you can also download them from this website.

Number of current plans
(fully-paid):

Number of part-paid instalment plans:

Number of plans purchased during the past year:

Number of funerals paid for during the past year:

Number of plans cancelled during the past year:

 

Type and Value of Funeral Planning Trust Assets

Equities

UK Government
fixed-income bonds

UK Government
index-linked bonds

Corporate fixed-income bonds

Corporate index-linked bonds

Other investments

Cash (excluding part-paid instalments)

 

Total assets held for
fully-paid plans

Cash held on deposit for
part-paid instalment plans

Average assets held per
fully-paid plan

Average cash held per
part-paid instalment plan

57,912


1,969


9,174


4,632


121

 



£  51,650,000 (25%)


£  46,190,000 (22%)


£    1,120,000 (1%)

£102,100,000 (49%)

£    2,380,000 (1%)

£    4,050,000 (2%)


£       100,000 (0%)

 


£207,590,000


£3,209,408


£3,585


£1,630

For Funeral Directors

Funeral Planning Trust is now closed to new business: all new plans are administered by Ecclesiastical Planning Services Limited – if you would like a secure funeral plan to offer your clients, with a friendly and efficient administration service and expert help with marketing, please click here for details:  www.funeralplans.co.uk

 

  •  


    How to report the death of a plan-holder

    By email

    Our email address is info@funeralplanningtrust.co.uk Please ensure that you include your name, as well as the customer’s full name and the plan number.

    By telephone

    You should have a “Funeral Director’s Customer Record” for each plan, which includes a schedule of what is included in the plan and our contact telephone number.  Please note that as the fund winds down our office hours will be reduced.

    Online

    If you have a number of clients with plans in Funeral Planning Trust you can register with the FPS Funeral Director Portal, which is accessible at any time.  Please contact us to apply for a user ID and password.

  •  


    Thousands of people hold a plan administered by Funeral Planning Services and backed by Funeral Planning Trust, usually purchased through a local independent funeral director or a will writer.

    Funeral Planning Trust closed to new business in April 2017 and all new funeral plans are handled by Ecclesiastical Planning Services Limited - if you wish to buy a new plan please click here for details: www.funeralplans.co.uk

    Funeral Planning Services administers the plans held in Funeral Planning Trust: collecting instalment payments, recording address changes, paying refunds if plans are cancelled and, most importantly, paying for funerals.

    If you have an enquiry about the administration of an existing plan please contact us. If you want to discuss whether your plan is right for you, please contact the funeral director or will writer you purchased it from.

    FPS 1995 Limited trading as Funeral Planning Services.  Company registration number 3064932. Registered office: Flint House, Ipswich Road, Long Stratton, Norwich NR15 2TA.

  •  


    The named funeral director guarantees to provide the services specified when required without further charge.  When the funeral has been provided Funeral Planning Services withdraws money from Funeral Planning Trust to pay the funeral director.  Every Funeral Planning Services client has a schedule showing what is included in his or her plan.

    It should be noted that the funeral plan guarantees only the cost of the funeral director's services. Many plans also include a contribution towards related expenses such as cremation or burial fees and minister’s fees (known as “disbursements”) but these costs cannot be guaranteed.  If the actual cost of disbursements required is more than the contribution included in the plan, the difference will be payable at the time of the funeral.

  •  


    How do I finish paying for my funeral plan?

    If you have already started a plan and you are paying for it by monthly instalments you can continue to do so for the agreed payment period.  If you change your bank please contact us for a new standing order form.

    If you want to pay the outstanding amount in one payment please contact us to check the amount.  You can pay the outstanding amount by cheque (payable to Funeral Planning Trust) or by direct bank payment.  We are unable to accept payments by debit or credit card.

    What if I change my address?

    If you change your address it is essential that you inform us.  Please use the change of address form in your customer pack or you can download one from this website.

    This is very important if you move to a new area not covered by the funeral director named on your funeral plan guarantee.  We may be able to arrange a new guarantee with a different firm but please note that it can take up to 28 days to arrange and there may be a difference in the plan cost, so please let us know as soon as possible.

    Can I cancel my plan?

    You have the right to cancel your plan at any time and receive a refund equal to the amount you have paid less the administration charge noted on your Funeral Plan Guarantee certificate or (for part-paid plans) your Instalment Plan Confirmation.  Please use the cancellation form in your customer pack or you can download one from this website.

    What if the plan is not used?

    If someone who had a plan dies but the plan is not used we will treat this as a cancellation and pay a refund to the plan holder’s executors.  Please note that we are not authorised to pay the refund to friends or relatives, or to any other funeral director than the one named on the guarantee certificate.

    Can I get a copy of the full terms & conditions?

    There should be a copy of the Funeral Planning Services Terms and Conditions in your customer pack but you can also download them from this website.

  •  


    How to report the death of a plan-holder

    By email

    Our email address is info@funeralplanningtrust.co.uk Please ensure that you include your name, as well as the customer’s full name and the plan number.

    By telephone

    You should have a “Funeral Director’s Customer Record” for each plan, which includes a schedule of what is included in the plan and our contact telephone number.  Please note that as the fund winds down our office hours will be reduced.

    Online

    If you have a number of clients with plans in Funeral Planning Trust you can register with the FPS Funeral Director Portal, which is accessible at any time.  Please contact us to apply for a user ID and password.

Funeral Planning Services Logo Image of Funeral Planning Trust Logo

Number of current plans
(fully-paid):

Number of part-paid instalment plans:

Number of plans purchased during the past year:

Number of funerals paid for during the past year:

Number of plans cancelled during the past year:

 

Type and Value of Funeral Planning Trust Assets

Equities

UK Government
fixed-income bonds

UK Government
index-linked bonds

Corporate fixed-income bonds

Corporate index-linked bonds

Other investments

Cash (excluding part-paid instalments)

 

Total assets held for
fully-paid plans

Cash held on deposit for
part-paid instalment plans

Average assets held per
fully-paid plan

Average cash held per
part-paid instalment plan