Annual Report & Financial Statements

The Annual Report & Financial Statements are produced as at 31 March each year and made available online in the autumn (click here). The following Group documents are also available on request:

  • Schedule of Contributions – which defines how much the employer and the employees contribute.
  • Statement of Investment Principles – which sets out the Group Trustee’s principles regarding the Group's investments.
  • Engagement Policy Implementation Statement - which sets out the actions undertaken by the Group Trustee, its service providers and investment managers, to implement the stewardship policy set out in the Statement of Investment Principles (SIP)
  • Recovery Plan – the formal agreement between the Company and the Group Trustee to make good any shortfall in the Group’s funding.
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