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.