Actuarial Support for Funeral Plan Providers

Actuarial Support for Funeral Plan Providers

At SDA, we provide actuarial support to funeral plan providers, including the preparation of Solvency Assessment Reports (SARs) for trust-backed funeral plans.

Under FCA regulations, providers with trust-backed funeral plans are required to obtain a SAR at least annually to assess whether the trust holds sufficient assets to meet its future liabilities.

Our team can assist providers in meeting these regulatory requirements, reviewing their funding position and providing clear, practical actuarial advice.

If your organisation requires support with its next Solvency Assessment Report, please get in touch with our team. We would be happy to have a conversation.

customersupport@sda-llp.co.uk