Close
PLEASE COMPLETE YOUR DETAILS BELOW AND WE WILL SEND A BROCHURE TO YOU:

Privacy & Terms

By ticking this box and completing our questionnaire, you are consenting to us storing your personal information on file in line with current GDPR regulations, and us sending you information on our services. We will never share your personal data with anyone else.
Lodge Brothers Pre Paid
Knowing that our money is held safely in a Trust is a huge relief.
Protect yourself from the rising cost of funeralsCall us now on 020 3540 6660

THE TRUST

All the monies you pay to us are protected and are held in trust. The Family Funerals Pre-Planned Funerals Trust (“the Trust”) has been set up in accordance with the requirements of the Financial Services and Markets Act 2000 and it and the plan you purchase comply with the requirements of this Act.

The trust funds are held separately to the assets of Family Funerals Trust Limited and Trustees are appointed to manage the trust. Rathbone Trust Company Limited has been appointed as the Custodian Trustee. The Trustees have wide powers of investment in relation to the funds held in the Trust and to assist them the trust funds (excluding the membership fees) are managed by an independent fund manager. The membership fee will be paid by the Trustees to us to cover the administration and overhead expenses we incur in running the business for each plan.

DOWNLOAD OUR LATEST ACTUARIAL REPORT

MICHAEL LODGE

TRUSTEE

Michael is the Finance Director of Lodge Brothers and a Trustee to Family Funerals Trust. He is a qualified chartered accountant with a wealth of experience. Prior to joining the family business Michael worked for PWC in London and Perth and then in various senior finance roles in industry.

Lodge Brothers

GEORGE WILLIAMS

INDEPENDENT TRUSTEE

George is a qualified accountant with 25 years’ experience working in Financial Services across a number of sectors. George worked for Marsh as a management accountant and Schroders in a number of roles including the Financial Controller of Schroder & Co and newly created private bank. Most recently George was Finance Director of Babson Capital Management. During the 10 years in the role managed assets increased from €2.5bn to €16.5bn. George is a trustee of the Family Funerals portfolios.

Lodge Brothers

CHERYL FARNHAM TEP FMAAT ATT CertPFS

INDEPENDENT TRUSTEE

Cheryl is a trust practitioner, licensed accountant, taxation technician – and former European martial arts silver medallist! She is also a member of the following groups:

  • Member of the Society of Trust and Estate Practitioners (STEP)
  • Fellow Member of the Association of Accounting Technicians
  • Member of the Association of Taxation Technicians
  • Member of the Personal Finance Society and Chartered Insurance Institute

In addition, Cheryl sits on the advisory panel for STEP’s England & Wales Regional Committee, ensuring that fellow professionals are kept up to date with ever-changing legislation and she is Chair of STEP’s West of England Committee supporting grass root members.

Lodge Brothers

ACTUARY - NEIL REYNOLDS

SENIOR DIRECTOR, FTI CONSULTING, LONDON

Neil qualified as an actuary in 1992, and is the actuary to the trust. He has over 30 years’ experience in financial services and works for the leading firm FTI Consulting, where he advises other funeral plan clients, as well as insurers, regulators and government bodies.

Lodge Brothers

INVESTMENT MANAGERS - RATHBONES

Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.

Lodge Brothers

CUSTODIAN TRUSTEE - RATHBONE TRUST COMPANY

Rathbone Trust Company is part of the Rathbone Group and has been providing corporate trustee services to a wide variety of clients for over 35 years. They are highly experienced in the duties of trusteeship to ensure proper recognition of all stakeholders’ interests and the safe custody of assets for the ultimate benefit of underlying beneficiaries.