Trust People Software
At The Trust People we can help advise on the best software to help run the Trust.
This ensures the trust it is efficiently managed and hence helps keep costs down.
The software ensures all active funeral plans are fully recorded including the key information required by the actuary.
> Plan start date
> Plan reference number
> Planholder name
> Date of birth
> NI number
> Gender
> Full address
> Telephone number
> Next of kin including contact details
> Name of funeral director and contact details
> The sales person or organisation and amounts paid to them
> Any variations to standard terms (now or in the future)
> Level of service required and agreed cost to be paid to funeral director
> CPI/RPI indexation date as applicable
> Single payment amount
> Regular payment amounts & payment end date
> ID and Money Laundering checks
The software helps ensure an accurate reconciliation of funds and in preparing accounts and taxation computations.
Retail Price Index updates ensure you know at any point the value and number of funerals the trust is expected to provide.
Weekly updates of new death registrations are automatically uploaded to help identify potential claims and to ensure only valid claims are paid.
Efficient software management, on demand anytime, anywhere.
The Trust people are fully compliant with FCA (Financial Conduct Authority) Regulation and GDRP Data Collection & Protection act 2018
The Trust People Limited, Bollin House, Bollin Link, Wilmslow, Cheshire, SK9 1DP
trustpeople.co.uk is a trading name of The Trust People Ltd. | Company Number 11464050. Data Protection Number ZA467190.