The Scheme’s investment strategy is tailored to the Scheme’s membership profile, the Trustee’s attitude to risk and the amount of financial support available from the Scheme’s participating employers. The Trustee takes professional advice on managing the Scheme’s investments.
The Trustee’s investment approach is outlined in the Statement of Investment Principles (SIP), which is regularly reviewed and updated. Following advice from the Scheme’s investment consultant, the Trustee recently agreed minor changes to the Scheme’s SIP. The new SIP can be seen here and the changes to the SIP can be seen here. Employers are invited to send any comments on the SIP by email to: employersupport@plumbingpensions.co.uk
The Scheme’s Engagement Policy Implementation Statement (EPIS) sets out how the Trustee has put the Statement of Investment Principles into practice, particularly around stewardship and engagement. You can read the Scheme’s EPIS here.
