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 latest Cheviot pension 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.

Forms

We have included the most commonly requested forms here including an employer application form, a certification template for auto enrolment purposes and a template for giving us information about new members.

  • Money Purchase Section - Statement of Investment Principles
    320 KB
  • Employer Representative Vacancy
    73 KB
  • AAF report 2019
    2 MB
  • Chair’s Governance Statement
    367 KB
  • Trust Deed and Rules
    4 MB
  • Cheviot pension accounts
    10 MB
  • Report to members
    1 MB
  • Investment performance
    903 KB
  • Money Purchase Section - Statement of Investment Principles
    320 KB
  • Employer application form
    450 KB
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