Simple, manageable compliance for funeral businesses

HR and Health & Safety support for funeral businesses

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  • 24/7 expert advice for HR and Health & Safety
  • Funeral safety including infection control, COSHH, manual handling and lifting operations
  • Employee background checks for high care standards



Comprehensive compliance

Services to support funeral businesses

HR and Employment Law
HR and Employment Law
Handbooks, contracts, policies and support for disciplinaries, absences and people issues with confidence
Health & Safety
Health & Safety
Make practices safer including infection control, chemical exposure, manual handling and ceremonies
All-in-one Atlas platform
All-in-one Atlas platform
Manage rotas, absences, risk assessments, training, and compliance in one simple software – Atlas

Services built for how the funeral sector actually works

Funeral services operate in unsociable hours, handle sensitive situations, and maintain highest standards of professionalism. Citation helps with:

  • Guidance managing on-call rotas
  • Support for casual labour including limousine drivers, hearse drivers, and pall bearers
  • Policies that address the emotional demands and stress of bereavement work

Or call now to speak to an expert 0345 844 1111

Improve your service with additional support

Pre-employment checks

Thorough background checks to make sure staff are professional and trustworthy for dealing with bereaved families.

Fire risk assessments

Reduce your fire risks with professional fire safety assessments for funeral premises.

Policies and on-site audits

Chapel operations to mortuary facilities, get documentation that reflects your environment.


Recognised and accredited by

Stay compliant and inspection ready

Make sure you’re always one step ahead of the HSE’s expectations:

  • Infection control and hygiene protocols for embalming
  • COSHH assessments for formaldehyde and chemical exposure
  • Manual handling guidance for deceased persons
  • LOLER compliance for trolleys and lifting equipment
  • Fire safety for chapel and premises operations

Working with funeral businesses across the UK

Get professional compliance support whether you’re a small independent funeral business or a larger firm with multiple locations.

  • Independent funeral businesses
  • Family-owned funeral businesses
  • Funeral services with chapel facilities
  • Businesses operating private ambulances
  • Multi-location funeral providers
  • Suppliers to the funeral sector

Save up to 40% off when combining HR & Health & Safety packages

All-in-one access platform
24/7 expert phone support
Time-saving automations

Citation gives NAFD members support they can count on

NAFD support funeral businesses with the many responsibilities that come with running a responsible and successful organisation. As a NAFD Gold Partner, members access trusted HR and Health & Safety support, practical advice and simple tools to protect their people, manage risk and focus on the families they serve. Working together for over 25 years as a partner and client, NAFD values the support and commitment to helping members run their businesses.

Number of employees

14

Services

Health & Safety Health & Safety
Fire Risk Assessment Fire Risk Assessment
Emergency Light Testing Emergency Light Testing
Expert advice Expert advice

Results

“Citation helps our members protect their people and run their businesses responsibly.”

Companies with Citation are

93%

less likely to receive a tribunal claim*

52%

less likely to suffer a workplace fatality*

61%

less likely to have an accident at work*

*vs national averages

New feature

Rotas and workforce management

Self-serve tools, payroll integration and instant notifications, you’ll save time, cut costs and keep your employees happy
Rotas and workforce management

Common questions for the construction industry

  • What Health & Safety regulations apply specifically to funeral businesses?

    Funeral businesses must comply with general Health & Safety legislation and sector-specific requirements including COSHH, manual handling regulations, LOLER, infection control protocols, fire safety for chapel premises, and vehicle safety for hearses and limousines. Citation provides funeral-specific risk assessments, policies, and practical guidance so you meet all regulatory requirements whilst maintaining dignified, professional service.

  • What’s included in Citation’s 24/7 advice line?

    Citation’s 24/7 advice line gives funeral businesses unlimited access to expert HR, Employment Law, and Health & Safety consultants whenever you need. Whether it’s an urgent staff matter, a general Health & Safety query, or guidance on regulatory compliance, our consultants understand the funeral sector and provide immediate, practical advice.

  • How does Citation’s Atlas software help funeral businesses?

    Atlas is our online HR and Health & Safety software that simplifies your compliance management. For funeral businesses, you can use it to manage on-call rotas and shift patterns, store policies and risk assessments, track staff training and competencies, record accidents and incidents, maintain compliance documentation, and access everything from any device. It’s there to reduce your admin so you can focus on providing compassionate, professional funeral services.

  • How should we manage sickness absence and mental health in a high-stress environment?

    Funeral work involves exposure to grief, death, and emotionally demanding situations. You need to treat mental health issues as seriously as physical illness, use fit notes and occupational health referrals where appropriate, and consider reasonable adjustments for staff experiencing stress, trauma, or burnout. Put in place clear absence triggers for review meetings but always make sure you’re compassionate about the unique pressures in the industry. Citation provides funeral-specific absence policies, occupational health referral guidance, Employee Assistance Programmes (EAP) and support managing staff wellbeing in emotionally demanding roles.

  • Do we need written employment contracts for all staff, including casual bearers and drivers?

    Yes, all workers – including casual pall bearers, limousine drivers, and bank staff – must receive written terms about their work by their first day of work. Citation provides funeral-specific contract templates for employed staff, casual workers, and self-employed contractors, ensuring you meet legal requirements while keeping operational flexibility.

  • What are our obligations on manual handling and use of lifting equipment?

    Funeral businesses must conduct manual handling risk assessments for carrying coffins, moving the deceased, and using stretchers. You need safe working practices, properly maintained trolleys and hoists that comply with LOLER (Lifting Operations and Lifting Equipment Regulations), regular equipment inspections, and staff training on lifting techniques. Consider individual capabilities – smaller or older team members may need additional support or equipment. Citation provides risk assessments and practical guidance on safe manual handling in funeral operations.

  • What are our responsibilities around driving, vehicles and road risk?

    Funeral vehicles including hearses, limousines, private ambulances must be properly maintained with documented checks. Drivers need appropriate licences, training on professional driving standards, and clear mobile phone policies. Citation provides funeral-specific risk assessments for driving that covers drivers, journeys, passengers, vehicles and manual handling.

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