Actuarial ServicesHelping you through the maze safely

We already work with over 150 trusts who are navigating a myriad of decisions with our help

Use us to map out a plan together:

  • Feel confident in our ability after our initial assessment. We take the time to fully understand your circumstances and the actions you need to take.
  • Your funeral trust’s long-term strategy is your own so we make sure you’re involved every step of the way as we develop it together.
  • Your plan will be totally unique to your circumstances. That’s because our actuaries are free to truly reflect your circumstances in their advice: we don’t force a house view.
  • Use our ongoing monitoring to adjust course as circumstances change. You’ll be supported by robust, real-time data using the market-leading PFaroe system. The same system used by banks, insurance companies and very large pension trusts to monitor and manage their risks.

Your solvency assessment report sorted

There are so many moving parts in managing a funeral trust. So, leave the Solvency Assessment Report (SAR) to us. Your actuary will produce your SAR annually to evaluate the company's ability to pay off its financial obligations.


Why choose us: institutional-quality resources to support you

An actuarial team experienced in supporting trusts like yours.

  • Independent: We are privately owned by our employees and offer a unique no-sale contractual guarantee. This allows us to create unsurpassed stability and certainty for our clients and our people.
  • Wisdom: Ten actuaries with an average experience of more than 25 years working with small to medium sized trusts.
  • Capacity: We build in additional capacity in our team so that we can conduct valuations promptly and provide additional support when you need it most.
  • Technology: Best-in-class software and systems to monitor and manage your trust.
  • Experience: The average length of service of our actuaries is more than 18 years giving you the consistency to build the working relationship you want and the peace of mind you won’t lose it any time soon.

Get high quality and human actuarial support, but for a price that’s fair.

Contact us if you would like to organise an initial assessment


Cartwright Funeral Trusts Latest News: Bringing Institutional Standards to Funeral Trust Investment Strategies, Advice and Implementation >>

How can we help you?

The services that Cartwright provide are absolutely excellent.

Trustee

Would you like to talk to us?

Just call us on 01252 894 883 or use the enquiry form below.

One of our team will be happy to listen and advise on your next step to a secure future.

Call now on 01252 894883 to speak to a member of our team or use the form below to send an enquiry.

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To discuss your specific requirements with a member of our team, please start by sending us a brief message or, if your enquiry is more urgent, call our Head Office on 01252 894883 and we will be put you in contact with the right person.

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