Documents Library

Actuarial Valuations

Actuarial Valuation 2004
Actuarial Valuation 2007
Actuarial Valuation 2010
Actuarial Valuation 2013
Actuarial Valuation 2016
Actuarial Valuation 2019
Actuarial Valuation 2022

Booklets and Forms

Expression of Wish Form
Transfer out booklet - February 2024

Annual Report and Accounts

Report and Accounts 2007
Report and Accounts 2008
Report and Accounts 2009
Report and Accounts 2010
Report and Accounts 2011
Report and Accounts 2012
Report and Accounts 2013
Report and Accounts 2014
Report and Accounts 2015
Report and Accounts 2016
Report and Accounts 2017
Report and Accounts 2018
Report and Accounts 2019
Report and Accounts 2020
Report and Accounts 2021
Report and Accounts 2022
Report and Accounts 2023
Report and Accounts 2024

Aviva Factsheets

Aviva Mixed Investment (40-85%_Shares) Fund

Clerical Medical Factsheets

Clerical Medical Balanced Fund Factsheet
Clerical Medical Cash Fund Factsheet
Clerical Medical Halifax Fund Factsheet
Clerical Medical With Profits Investment Factsheet

Scottish Widows Factsheets

Scottish Widows Mixed Fund Factsheet
Scottish Widows Cash Fund Factsheet
Scottish Widows International Fund Factsheet
Scottish Widows UK Equity Fund Factsheet

Other Scheme Documents

Internal Disputes Resolution Procedure
GDPR data protection policy 22 March 2018
Full GDPR data privacy notice - 22 March 2018 
Statement of Investment Principles - Defined Contribution Scheme September 2024
Recovery Plan
Schedule of Contributions
Statement of Funding Principles
Statement of Investment Principles - Defined Benefits Scheme September 2024
DB Implementation Statement 2023-24
DC Implementation Statement 2023-24
Chair's Statement for year ending 30 April 2024

Summary Funding Statements

2006
2007
2008
2009
2011
2012
2014
2015
2016
2017
2018
2019
2020
2022
2023
2024