FOR EXISTING EMPLOYERS

In the ever-changing pensions landscape, Cheviot’s support means our clients can find a way through the complexities, with more time to spend on building their businesses. 

PARTICIPATING IN THE CHEVIOT PENSION

We have included easy access to a number of key reference documents for you to review. If you need any support with the administration or other information, please contact us.

General documents

The Chair’s Governance Statement sets out how the governance requirements for the Money Purchase Section are met.

The AAF report covers all sections and schemes and demonstrates the existence and effectiveness of the controls and procedures in operation at a trustee governance level as well as those which relate to pensions and financial administration across the organisation. A summary page shows the results of the reviews.

This section also includes the Trust Deed and Rules, the Annual Report and Accounts and Report to Members.

Investment documents

The Statement of Investment Principles sets out the Trustee’s objectives and strategy for investing members’ savings. You can also see two member factsheets which explain how the Cheviot Lifeplan works which is used by most of our members and the range of options available. The asset allocation summary shows how each underlying fund is invested.

 
  • Money Purchase Section - Statement of Investment Principles
    320 KB
  • AAF report 2020
    2 MB
  • Chair’s Governance Statement
    657 KB
  • Trust Deed and Rules
    4 MB
  • Report to members 2021
    1021 KB
  • Report to Members 2021
    1021 KB
  • Annual Report and Accounts 2020
    3 MB
  • Money Purchase Section - Statement of Investment Principles
    320 KB
  • Cheviot pension – investments factsheet
    214 KB
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