Statement of Investment Principles

Please see below, in the downloads section, the Statement of Investment Principles of the Scott Bader Retirement Benefits Scheme, disclosed in line with the Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2019.

Engagement Policy Implementation Statement

Trustees of defined benefit pension schemes are now required to produce an Engagement Policy Implementation Statement (“EPIS”). This document sets out the actions undertaken by the Trustees, their service providers and investment managers, to implement the stewardship policy set out in the Statement of Investment Principles (“SIP”). The document includes voting and engagement information that has been gathered from the asset managers and an overview of how the policies within the SIP have been implemented during the reporting period.

Please see our EPIS in the downloads section below.