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Your right to information

Investment information and Statement of Investment Policy Principles

A Statement of Investment Policy Principles is a written statement prepared at least every three years by the trustees of occupational pension schemes (with more than 100 active and deferred members) that sets out the main investment objectives and strategies being pursued by the trustees.

The statement of investment policy principles outlines:

  • investment objectives;
  • investment risk measurement methods;
  • risk management processes to be used;
  • strategic asset allocation.