Since 6 April 2015, trustees have been required to produce a Chair's Statement including information about their scheme's costs and charges and the extent to which these represent value for members.
Learn more about the decisions the Trustee has taken on the Fund’s investments, as well as the costs and charges members pay, how these could affect the value of your savings over time and how the Trustee ensures members are getting value for money. Go to:
This document explains the steps the Trustee takes to ensure the investments offered to members with an Investment Account are effectively managed and represent value for members.
This document explains the principles the Trustee use in managing the Fund’s investments as well as the investments used to fund any Retirement Account benefits.
If you have any questions about these documents or would like a printed copy, please contact: firstname.lastname@example.org or call us on 01737 788115.