Pensions

Oldrid & Co. Ltd Retirement Benefits Scheme

Statement of Investment Principles

The Statement of Investment Principles available to download on this website has been prepared by the Trustee of the Oldrid & Co. Ltd Retirement Benefits Scheme.

This statement sets down the principles which govern the decisions about investments that enable the Scheme to meet the requirements of:

  • the Pensions Act 1995, as amended by the Pensions Act 2004;
  • the Occupational Pension Schemes (Investment) Regulations 2005 as amended by the Occupational Pension Schemes (Investment) (Amendment) Regulations 2010 and the Occupational Pension Schemes (Charges and Governance) Regulations 2015;
  • the Occupational Pension Schemes (Investment and Disclosure) (Amendment and Modification) Regulations 2018; and
  • the Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2019.

A link to the statement can be found here.

The Trustee will review this statement at least every three years or if there is a significant change in any of the areas covered by the statement.