Funeral Planning Trust

THE SECURE HOME FOR YOUR FUNERAL PREPAYMENT

Managing

TRUSTEES

Protecting the Trust Fund for every funeral plan holder

There are currently five managing trustees:
N V Taylor,  J J A Mobbs, R Humphrey, B Goodfellow and M E Peters.

The majority of trustees are independent of Funeral Planning Services Limited.  This is a requirement of the Financial Services and Markets Act 2000.

Ben Goodfellow

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

Rex Humphrey

Rex Humphrey was appointed in 2009 and was previously Chief Executive of Age Concern Norfolk.

Julian Mobbs

Julian Mobbs was appointed in 2012 and is a director of Funeral Planning Services Limited.

Malcolm Peters

Malcolm Peters was appointed in July 2013 and was
a Fellow of the Institute of Actuaries.

Nicholas Taylor

Nicholas Taylor was appointed in 1995 and is a director of Funeral Planning Services Limited.

TRUSTEES

& ADVISERS

Financial Management

Investment Managers

LGT Vestra LLP is a wealth manager and as of
30th June 2016 has over £6.1billion of assets under management. The firm is owned by the working partners and the private banking group LGT, which is fully owned by the Princely Family of Liechtenstein

LGT is the largest private banking and asset management group in the world that is wholly owned by a single family with over £80billion in assets
(31 December 2015).  LGT has one of the strongest balance sheets in the industry with high levels of liquidity and an equity capitalisation significantly above regulatory requirements. In 2015, “Global Finance” magazine included LGT in its list of the 50 safest banks in the world.

The team dealing with Funeral Planning Trust each have more than thirty years of investment experience.

 

Custodian Trustee

Capita Trust Company Limited is part of Capita Asset Services a division of Capita plc a FTSE100 company.  Capita Trust Company Limited is one of the largest independent trustees in the UK and provides trustee, corporate and ancillary services to a wide range of institutional, corporate and private clients worldwide.

 

Actuaries

Oliver Wyman provide a wide range of strategic, risk and actuarial advice to insurers and friendly societies, from the largest global corporations through to domestic providers operating in defined market segments such as funeral plan providers.

 

Auditors

Larking & Gowen is one of the top fifty independent accountants in the UK, serving East Anglia and its surrounding counties. Although the practice has been established for well over a hundred years it is based on the accountancy and financial management needs of today, offering professional services to a wide range of commercial, private and charity clients.

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