Scheme information

We publish a range of documents and governance events here for savers and their employers. Advisers often find these documents a useful tool in measuring scheme performance.

Our latest governance documents can be found below.

Scheme Reports

Chair Statement

Download (pdf)

Report and Accounts

Download (pdf)

Statement of Investment Principles

Download (pdf)

Costs and charges

Regulations regarding the disclosure of costs, charges and investments in occupational pension schemes mean that the trustees need to report charges and transaction costs for each default investment option and each alternative fund option which members are able to select.

To see how this applies to your section of the scheme please see below. If you do not know which section applies to you please follow the link in your annual benefit statement or in the Investment Choices section of your scheme website.