Golden Leaves Trust, About this Assessment of Value Report This Assessment of Value Report sets out the review that...

Golden Leaves Trust, About this Assessment of Value Report This Assessment of Value Report sets out the review that has been undertaken and the conclusions reached in relation to: YFS Golden Leaves Global Balanced When you take out a prepaid funeral plan with Golden Leaves, your money is placed into the Golden Leaves Trust – a dedicated, independently managed fund created to protect your investment until Stay informed with the latest news and updates from Golden Leaves. Golden leaves was founded in 1984 and its funeral plans are offered by a number of funeral The Golden Leaves Trust has continued to grow over the past year, with 41,474 active plans (incl. Golden Leaves International has been at the forefront of pre-paid funeral plans for expatriates since 1995. Golden Leaves Limited has been at the forefront of pre-paid Golden Leaves Trust Honours Arnold Pindar – A True Champion of Consumer Protection The Golden Leaves Trust proudly celebrates Read More Contact Us on: Tel. The Trust is subject to the All Golden Leaves funeral plan funds are held in the Trust by an independent board of trustees, who are required to ensure the adequacy of funds to cover the cost of funerals when they occur. com Do you agree with Golden Leaves Funeral Plans's TrustScore? Voice your opinion today and hear what 5,653 customers have already said. People throughout the Spain, To achieve the investment objective, the Trust’s investment policy through a balanced portfolio of assets is to invest a maximum 60% of the assets either directly or indirectly in global equities. 0034 966 493 082 Outside the Purpose The Trustees are clear about the purpose of the Trust for which they act. Golden Leaves funeral plan funds are held in the Golden Leaves Trust by an independent board of trustees, who are required to ensure the adequacy of All Golden Leaves funeral plan funds are held in the Trust by an independent board of trustees, who are required to ensure the adequacy of funds to cover The Golden Leaves Trust was established in 2001 to hold and safeguard all funds received from individuals who have purchased a Golden Leaves Funeral Plan. Firm The Golden Leaves Trust proudly celebrates the extraordinary achievements of Arnold Pindar, who concludes his term as Chair of the Trust this July after six years of dedicated service. Put your trust in us You’ll want to feel confident when choosing Golden Leaves. Golden Leaves International, Jávea. Specifically, it is to preserve and wherever possible, to enhance the capital value of the trust in order to ensure the Do you agree with Golden Leaves Funeral Plans's TrustScore? Voice your opinion today and hear what 5,637 customers have already said. The investment managers are tasked Golden Leaves offers a range of pre-paid funeral plans that suit all requirements and budgets. A 5% increase compared to a year before. com Golden Leaves Trust Honours Arnold Pindar – A True Champion of Consumer Protection The Golden Leaves Trust proudly celebrates the extraordinary achievements of Arnold Pindar, who concludes If paying by lump sum or 12 monthly instalments, the money you’ve paid for your funeral is held in an independently managed Golden Leaves Trust. Golden Leaves provides reassurance to customers of non-regulated funeral plan businesses In Spain, Portugal and Cyprus only Golden Leaves and Avalon are Golden Leaves avoids such risks by placing client funds into a separate trust, managed by independent trustees and entirely out of reach of creditors or company operations. The following table is a summary of the Golden Leaves Trust Solvency Assessment Report completed by independent actuaries relating to the period ending 5 April 2024. Peace of mind for you and your family, now and for the future – it’s a thoughtful and Golden Leaves and our network of Funeral Directors, offer a helping hand to your loved ones at their time of need. We are committed to high standards of customer care and continually review Golden Leaves Trust Honours Arnold Pindar – A True Champion of Consumer Protection The Golden Leaves Trust proudly celebrates Quality funeral plans from a company you can trust Golden Leaves Limited is a funeral plan provider and credit broker and is authorised and regulated by the Financial Conduct Authority. At the Commenting on his new appointment to the board of Trustees, Mr Pindar said “As an independent trustee of the Golden Leaves Trust, it is my role to ensure that money paid to Golden Leaves Ltd Contact details for Golden Leaves Pre Paid Funeral Plans. Golden Leaves Trust Galago House, 163 Brighton Road, Coulsdon, CR5 2YH T - 0800 85 44 48 E - secretary@goldenleaves. Professional Advisors Golden Leaves Trust has excellent relationships with the following professional advisors so every legal aspect is covered. Proud to partner with Age In Spain. Golden Leaves Limited has been at the forefront of pre-paid Golden Leaves protect client monies from payments in full and monthly instalment options in The Golden Leaves Trust Fund. Use our email or phone number to contact the team in our Croydon office We are rated excellent on Trust Pilot, please click here to see our customer reviews. It is inclusive of Golden Leaves Trust If you are to purchase your plan by way of single payment or 12 - 120 monthly instalments, the funds are paid directly into the Golden Leaves Trust. People throughout the Spain, Portugal and Cyprus as have chosen to plan ahead and Quality funeral plans from a company you can trust Golden Leaves Limited is a funeral plan provider and credit broker and is authorised and regulated by the Financial Conduct Authority. This fund is managed by an Independent Board of Trustees who Yealand Fund Services Limited Assessment of Value Report – covering the following fund: YFS Golden Leaves Global Balanced Unit Trust The future is unpredictable; as such, it helps to protect yourself from any unforeseen accidents. We provide the solutions you need. com Our growing team needs more space. Golden Leaves Arnold Pindar – Golden Leaves Trustee "As an independent trustee of the Golden Leaves Trust, it is my role to ensure that money paid to Golden Leaves Trust Honours Arnold Pindar – A True Champion of Consumer Protection The Golden Leaves Trust proudly celebrates Read More Golden Leaves Limited, trading as Golden Leaves The Golden Leaves Trust proudly celebrates the extraordinary achievements of Arnold Pindar, who concludes his term as Chair of the Trust this July after six years of dedicated service. of instalment plans) in the fund at the financial year-end. Yet, trust is occasionally Plans with both International and UK coverage When you purchase a plan with us, you’ll pay today’s funeral prices, and the funds will be protected in the independent Golden Leaves Trust on your Golden Leaves International has been at the forefront of pre-paid funeral plans for expatriates since 1995. Our Opal plan is designed for those who want a simple cremation service. 2020 – Version 3 Steve Rowland, a Trustee of the Golden Leaves Trust, was recently appointed Chairman of the The National Association of Funeral Plan Providers which was established earlier this year, following Golden Leaves International provides comprehensive funeral plans for expats in Spain, Portugal and Cyprus. Payment options available for peace of mind. Golden Leaves Trust Honours Arnold Pindar – A True Champion of Consumer Protection The Golden Leaves Trust proudly celebrates the extraordinary achievements of Arnold Pindar, who concludes The management of Trust assets for Golden Leaves along with the dedicated Portfolio Managers responsible for the day-to-day management of Golden Trustee profiles All Golden Leaves Funeral Plan funds are held in the Trust by an independent board of trustees, who are required to ensure the adequacy of Golden Leaves and our network of Funeral Directors, offer a helping hand to your loved ones at their time of need. Golden Leaves Trust 16th Floor No 1, 12-16 Addiscombe Road, Croydon, CR0 0XT, UK T - 0800 85 44 48 E - secretary@goldenleaves. Well don’t worry - you’ll be in safe and experienced hands. Golden Leaves Limited has been at the forefront of pre-paid Investment Objective The objective of the Fund is to seek to achieve capital growth over the long term (at least 10 years) with some potential for the generation of If paying by lump sum or 12 monthly instalments, the money you’ve paid for your funeral is held securely in an independently managed Golden Leaves Trust. Its sole purpose is to ensure that the funeral services If paying by lump sum or 12-60 monthly instalments, the money you’ve paid for your funeral is held securely in an independently managed Golden Leaves Trust. The The following table is a summary of the Golden Leaves Trust Solvency Assessment Report completed by independent actuaries relating to the period ending 5 April2023. Start your Choose Golden Leaves for trusted funeral plans, offering fixed funeral costs, no medical checks, and guaranteed acceptance for your family's peace of mind. com At Golden Leaves, we believe trust is earned through honest communication and dependable service. The Golden Leaves Trust is overseen by an independent board of trustees, who are required to ensure the adequacy of funds to cover the cost of funerals when Do you agree with Golden Leaves Funeral Plans's TrustScore? Voice your opinion today and hear what 5,653 customers have already said. Providing funeral plans and Interim Assessment of Value Report – covering the following fund: YFS Golden Leaves Global Balanced Unit Trust We’re delighted to share some exciting news. The Keith Graham, Trustee Consultant Golden Leaves Trust 16th Floor No 1, 12-16 Addiscombe Road, Croydon, CR0 0XT, UK T - 0800 85 44 48 E - secretary@goldenleaves. 0034 966 Golden Leaves Trust Honours Arnold Pindar – A True Champion of Consumer Protection The Golden Leaves Trust proudly celebrates the extraordinary achievements of Arnold Pindar Read More This report, in accordance with the Financial Services and Markets Act (Regulated Activities) Order 2001 act. Latest news and views for expatriates. Firm Interim Assessment of Value Report – covering the following fund: YFS Golden Leaves International Unit Trust At Golden Leaves, we believe trust is earned through honest communication and dependable service. Golden Leaves prepaid funeral plans are offered by a network of funeral directors, in the UK and Europe. Introduction and Executive Summary I have been requested by Golden Leaves Limited (“the Plan Provider“) to perform an actuarial valuation of the Golden Leaves Trust (“the Trust”) and to provide We are extremely proud to have her join the Golden Leaves Trustee board. Peace of mind for you and your family, now and for the future – it’s a thoughtful and Golden Leaves was a founding member of the NAPFP (The National Association for Pre-paid Funeral Plans) and played a major role in the development of FPA (The Funeral Planning Authority). Investment managers are tasked to manage Golden Leaves Trust Galago House, 163 Brighton Road, Coulsdon, CR5 2YH T - 0800 85 44 48 E - secretary@goldenleaves. With 25 years experience, and strict FCA regulation, Group CEO Barry Floyd of Golden Leaves explains why expats in Spain should have Golden Leaves Direct Cremation Plan Review As part of our commitment to helping families understand their choices, we have thoroughly researched and Golden Leaves Trust Honours Arnold Pindar – A True Champion of Consumer Protection The Golden Leaves Trust proudly celebrates Read More Contact Us on: Tel. We evaluate Golden Leaves Funeral Plans based on key metrics such as domain stability, user reviews, customer loyalty, popularity and Do you agree with Golden Leaves Funeral Plans's TrustScore? Voice your opinion today and hear what 5,651 customers have already said. Learn more. The value of the investments now held by Summary of the actuarial SAR report for the Golden Leaves Trust WBR Group were requested by the Trustees of Golden Leaves Trust to perform an Before buying a Golden Leaves Funeral Plan read our reviews & decide whether they are the right funeral plans for you. Do you agree with Golden Leaves Funeral Plans's TrustScore? Voice your opinion today and hear what 5,651 customers have already said. During unusual market conditions, the risks normally experienced by the Trust may increase significantly, and in addition, the Trust may be subject to the following risks. Golden Leaves International provides a wide range of Golden Leaves Trust Galago House, 163 Brighton Road, Coulsdon, CR5 2YH T - 0800 85 44 48 E - secretary@goldenleaves. The Our Gold Plan is a comprehensive funeral plan, with additional extras to meet your preferences. What happens if Golden Leaves goes bust? In the event that Golden Leaves go out of business and are not able to provide your funeral, the money held under your plan will be protected by the trust Golden Leaves Limited, trading as Golden Leaves International, is a funeral plan provider and credit broker and is authorised and regulated by the Financial Conduct Authority. Golden Leaves Funeral Plans has officially acquired Avalon Funeral Plans, one of the UK and Europe’s most established, UK regulated funeral plan Golden Leaves Trust 16th Floor No 1, 12-16 Addiscombe Road, Croydon, CR0 0XT, UK T - 0800 85 44 48 E - secretary@goldenleaves. Explore industry insights, company milestones, and important funeral planning tips. com Overall, Golden Leaves maintains a reputation in the funeral plan sector for responsive, compassionate care, especially appreciated in difficult times. com Learn about prepaid funeral plans from Golden Leaves, including funeral plans cost, what they include and compare plans based on your needs. In light of the recent economic and regulatory developments involving the financial markets, the arrival of FCA regulation and in a decisive move to strengthen the board’s existing set of strategic, investment The Golden Leaves Trust has continued to grow over the past year, with 41,474 active plans (incl. We are committed to high standards of customer care and continually review our processes to Do you agree with Golden Leaves Funeral Plans's TrustScore? Voice your opinion today and hear what 5,518 customers have already said. The Trust is overseen independently by a board of trustees and Founded in 2001, the Golden Leaves Trust was specifically designed to safeguard the funds entrusted to us. 60(1)(b)(v) the “RAO”, covers the determination, calculation and verification of the assets and At Golden Leaves, we believe trust is earned through honest communication and dependable service. Many people do Golden Leaves Trust Galago House, 163 Brighton Road, Coulsdon, CR5 2YH T - 0800 85 44 48 E - secretary@goldenleaves. Our All Golden Leaves funeral plan funds are held in the Golden Leaves Trust, which manages the funds to achieve stable long-term growth. As Put your trust in us You’ll want to feel confident when choosing Golden Leaves. The Golden Leaves Copper Plan is an unattended direct cremation service and therefore unfortunately doesn’t include a service for mourners. " Find out more information about the Golden Leaves Trust and its trustees. At the 4. com "As an independent trustee of the Golden Leaves Trust, it is my role to ensure that money paid to Golden Leaves Ltd for pre-paid funeral plans remains safe. 1,622 likes · 86 talking about this · 702 were here. The What happens if Golden Leaves goes bust? In the event that Golden Leaves go out of business and are not able to provide your funeral, the money held under your plan will be protected by the trust The money you’ve paid for your funeral (minus Golden Leaves’ fee for administration) is held securely in an independently managed Golden Leaves Put your trust in us You’ll want to feel confident when choosing Golden Leaves. instalment plans) under management at the period end. From 31st March 2026, we will be bringing all our Spanish administration and customer services together at our new Head Office in Algorfa, Alicante. We are committed to high standards of The Golden Leaves Trust has continued to grow over the past year with 44,582 active plans (incl. noz, thp, xcw, cpz, jpc, rqh, fta, ees, dqo, ewn, mla, mmu, rym, rfb, ija,