Haven Personal Funeral Plan

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Investment security – Your money is held in a separate Trust

The Haven Funeral Trust, which is managed by an independent board of Trustees that utilises the financial expertise of PM+M and AJ Bell, and their leading investment and advisory services.  

Through extensive research, due diligence and back testing, a proactive investment approach has been created that delivers the exceptional service our clients deserve, facilitating more consistent investment outcomes.

In addition to the independent oversight by the Trustees the fund is subject to an independent annual audit and actuarial review, to ensure our clients monies are managed in the best possible way.

A copy of the annual SAR report is available upon request. If you would like to request a copy of the SAR report please click here.

FINANCIAL CONDUCT AUTHORITY (FCA)

As from 29th July 2022 the Funeral Planning Sector will become regulated by the Financial Conduct Authority. This means that any Funeral Planning company wishing to continue selling prepaid funeral plans from 29th July 2022 can only do so if they are authorised by the FCA. The application for Haven to become authorised by the FCA has been submitted and we are currently making our way through the application process. An update will be provided once we know more. Haven’s application status can be viewed on the FCA's website.

We are working hard to prepare Haven for life as a FCA regulated firm. FCA regulation will not affect your chosen funeral plan in anyway. If you have any questions or concerns in the meantime, do not hesitate to get in touch.

For more information please visit the FCA website.

Get in touch with
us today

For peace of mind for you and your family

telephone
01706 230285

HEAD OFFICE: Cedar Lodge, 227 Bury Road, Rawtenstall, BB4 6DJ

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