About Us

The trust into which payments are placed is a financially separate entity run by an independent board of Trustees, ensuring security of funds for the funeral plan holders.

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FAQs

If you have any questions about the work we undertake here at the Golden Charter Trust then this is the place to find the answers. If you can't find your answer please contact us.

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Fund Managers and Professional Advisers

This section outlines the Fund Managers and Professional Advisors that are used by the Golden Charter Trust.

Fund Managers

 

Royal London Asset Management

Royal London Asset Management

RLAM is one of the UK’s leading fund management companies, managing investment, pension fund and other assets on behalf of a wide range of clients.

Based in the City of London, our experienced team of investment specialists manages over £40 billion of assets, investing across all major asset classes. We offer a range of pooled investment products as well as providing bespoke solutions to meet specific objectives.

RLAM was established in 1988 and is a wholly owned and central part of the Royal London Group. Since our inception we have built a reputation as an innovative, high performing fund manager, winning new clients as our performance track record and exceptional client service have been recognised. We are proud of the people we employ, the performance we have delivered and the group of clients we manage for.

http://www.rlam.co.uk/

Baillie Gifford & Co

Baillie Gifford & Co

Baillie Gifford & Co is a global, independent investment management firm with £69.9 billion under management and advice*. Baillie Gifford is wholly owned by its 36 working partners, and has been managing investments globally for pension funds, institutions, charities and retail investors since 1909. Almost all of Baillie Gifford’s staff are based in Edinburgh.

*As at 31st December 2011

http://www.bailliegifford.com

Legal and General

Legal and General

Legal & General Investment Management (LGIM) is one of Europe’s largest institutional asset managers and a major global investor. LGIM manages £371 billion in assets for more than 3,300 clients.* Throughout the past 40 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across a full spectrum of asset classes including equities, fixed income, commercial property and cash. Our capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.

*As at 31 December 2011

http://www.lgim.co.uk/

Aviva Investors

Aviva Investors

Aviva Investors is one of Europe's largest managers of global commercial real estate* with c£25bn/€28bn/bn of real estate assets under management, a dedicated team of over 220, including c.140 investment professionals with strong in-house Real Estate Strategy & Research Team. The team based in London, Paris, Poland, Frankfurt, New York, Sydney and Singapore.

Source: Aviva Investors as at 31 December 2011. Please note that the total headcount numbers reflect all people focused on real estate including the real estate multi-manager team and business development teams who are not included on the organisation chart. Please also note that it includes some staff in France who are part of our sister company in the Aviva France Group.

*EuroProperty/INREV (issued June 2011. AUM data as at 31 December 2010)

http://www.avivainvestors.co.uk

Professional Advisers

 

Barnett Waddingham LLP

Barnett Waddingham LLP

Barnett Waddingham LLP was founded in 1989 and is an independent firm of actuaries and consultants with seven offices throughout the UK. The firm has over 50 partners, over 100 actuaries and over 500 employees.

The business is based on a culture which aims to provide all of our clients with a high quality professional service through strong personal relationships and tailored solutions whilst remaining competitive on fees. Our values can best be summarised as “Doing it the Right Way” and we take the long term view to all of our services and relationships.

Graeme Muir, senior partner in the Glasgow office has been the actuary to the Trust Funds since their inception in the early 1990s.

www.barnett-waddingham.co.uk

Brodies LLP

Brodies LLP

Brodies is the Scottish headquartered law firm offering clients the largest specialist legal resource in Scotland, delivering services of the highest quality to Scottish, UK and global organisations.

With offices in Aberdeen, Edinburgh, Glasgow and Brussels, we offer legal advice to private and public sector clients in core areas such as mergers & acquisitions, business disputes, commercial property, banking & financial services, employment, pensions & benefits and trust & tax.

http://www.brodies.com

Grant Thornton UK LLP

Grant Thornton UK LLP

Grant Thornton UK LLP is a leading financial and business adviser. Our offer to the market is great depth of expertise, delivered in a distinctive and personal way. Through proactive, client-centric relationships, our teams deliver solutions to problems, not pre-packaged products and services. Our deep-rooted experience in the issues affecting mid-sized businesses, combined with the true global reach and resources of Grant Thornton International Ltd mean that we're uniquely placed to deliver the best advice, in a seamless way - regardless of service line, regardless of location.

http://www.grant-thornton.co.uk/

Our Advisors

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