Welcome to The Golden Charter Trust

*** Latest news ***

On 26th November 2020, the FCA announced that in Spring 2021 they will consult on their plans for regulating the funeral planning sector, including the proposed rules and approach to authorising firms. They will consider all responses to the consultation before finalising the rules later in 2021.

Once the rules are finalised, firms seeking authorisation will need to submit an application demonstrating how they meet the regulatory standards. The FCA will assess all applications and seek additional information from firms where needed, to decide if they can be authorised. In order to carry out regulated funeral plan activities, firms must be authorised by the FCA at which point they take responsibility for regulation.

It is the Trust’s current understanding that trusts will not be directly regulated by the FCA and reference to firms are in respective of the funeral planning companies which sell funeral plans.

*** Previous news ***

The Board of Trustees is delighted to announce the appointment of two new trustees, Clare Brady and Christine Johnson effective from 28 September 2020. Clare, who previously worked at the World Bank as Auditor General for four years, was also previously a Managing Director of Deutsche Bank and more recently a director at the International Monetary Fund. She is currently a director of Fidelity Asia Values PLC and a member of the Audit and Risk Commission of the International Red Cross. Christine currently serves on a number of other boards including Invesco Enhanced Income Trust and CCLA, a specialist responsible investing asset manager. She previously held a number of senior investment roles at RSA, Investec, HSBC and most recently as Head of Fixed Income at Old Mutual Global Investors.

*** End ***

When you purchase a funeral plan from Golden Charter, you need confidence that the money you have paid will be safely protected until it is required to pay your selected funeral director who has guaranteed to carry out the services of your funeral plan.

The Golden Charter Trust exists for this purpose, and so safeguards the long-term interests of both planholders and funeral directors.

Golden Charter funeral plans are sold by Golden Charter Limited, and if you are looking to purchase a funeral plan, or have a query on an existing plan, please contact Golden Charter Limited directly.

The Golden Charter Trust (“the Trust”) is an entirely separate legal entity from Golden Charter Limited, with its own Board of independent Trustees.  To give further assurance, the Trust complies with the Rules and Code of Conduct of the Funeral Planning Authority in respect of monies paid into the Trust from the sale of funeral plans by Golden Charter.

Please explore our website to learn more about the Trust, its people and its carefully selected investment managers and professional advisors.