Pension Investment Principles

S Grundon Group Pension Fund

Pension Investment Principles

  • Statement of Investment Principles
  • Implementation Statement
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Pension Investment Principles

Statement of Investment Principles

The S Grundon Group Pension Fund Statement of Investment Principles has been prepared in accordance with section 35 of the Pensions Act 1995 (as amended by the Pensions Act 2004, and the Occupational Pension Schemes (Investment) Regulations 2005).

The effective date of this Statement is 9 September 2019. The Trustees will review this Statement and the Scheme’s investment strategy no later than  36 months after the effective date of this Statement and without delay after any significant change in investment policy.

Implementation Statement

The Implementation Statement has been prepared by the Trustees of the S Grundon Group Pension Fund (“the Scheme”). The Scheme provides benefits calculated on a defined benefit (DB) basis, The statement:

  • sets up how, and to what extent, the policies set out in the Statement of Investment Principles have been followed during the year;
  • describes any review of the Statement of Investment Principles, including the explanation of any changes made;
  • and describes the voting behaviour by, or on behalf of, the Trustees over the same period
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