The Trustees of the Scheme have produced the Statement of Governance covering the latest Scheme year. This statement has been prepared in accordance with the Occupational Pension Schemes (Charges and Governance) Regulations 2015 (SI 2015 No. 879) as amended by the Occupational Pension Schemes (Administration and Disclosure) (Amendment) Regulations 2018.

In summary, the chair’s statement covers:

The default arrangement and its governance
The processing of core financial transactions
Disclosure of costs and charges (including transaction costs) relating to the default arrangement and other arrangements
Trustee knowledge and understanding
the assessment of value for members.

This statement is intended to be informative and help improve your understanding of how the Scheme is run.

Download a copy of the full statement (pdf)

The Trustees of the Irwin Mitchell 1989 Pension Scheme maintain and revise a Statement of Investment Principles (SIP). This is a document in which the Trustees set out and explain their investment strategy and investment decisions in relation to the Scheme, in accordance with the statutory requirements. The Trustees’ SIP is published on this publically searchable webpage.

Download a copy of the SIP (pdf)

The Trustees of the Irwin Mitchell 1989 Pension Scheme maintain an annual Implementation Statement. This is a document that sets out how the Trustees’ policies in the SIP (linked above), including voting rights, and engagement policies have been followed over the Scheme year end to 5 April. The Trustees’ Implementation Statement is published on this publically searchable webpage.

Download a copy of the Implementation Statement (pdf)

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Irwin Mitchell Pension Scheme Chair Statement and Statement of Investment Principles