Investments

Members cannot make further contributions to the Plan after they have left the company. However, if you have at least two years Qualifying Service, the value of your Retirement Account will be preserved for you within the Plan and your money will continue to be invested according to your instructions.

Fund Factsheets
Below are links to periodic performance reviews (Factsheets) for the individual funds that make up the fund range. Some are available to you as a Self Style option, some are used in the Lifestyle Strategy and some appear in both.

• BTRP Global Equity Fund (Self Style/Lifestyle)
• BTRP Global Equity Fund - Tracker (Self Style/Lifestyle)
• BTRP UK Equity Fund (Self Style)
• BTRP Mixed Bond Fund (Lifestyle)
• BTRP Index-Linked Gilts Fund (Self Style)
• BTRP Cash Fund (Self Style/Lifestyle)

There are currently no factsheets for the Lifestyle option itself or for the Blended Strategy as these are both conglomerates of other funds. Performance information for the Blended Strategy is collated as at 31 March each year and included in the Trustees’ Annual Report, posted on the website in September.
Click here to go to the ‘Annual Reports’ page.

Annual Investment Updates
The performance of all the Plan’s individual funds over the year to 31 March is summarised in an Annual Investment Update which is sent to members with their annual benefit statement. The Updates since 2005 are listed below. Note that an Update was not produced in 2008, but there will be one sent out in 2009.

Investment Update at 31 March 2005

Investment Update at 31 March 2006

Investment Update to 31 March 2007

Statement of Investment Principles
The Pensions Act 1995 requires the Trustees to agree a Statement of Investment Principles in consultation with the Plan's investment advisors and the Principal Employer. Below is a link to the currently agreed Statement.

Statement of Investment Principles (approved 4 March 2008)