Welcome to the microsite for Edinburgh Fund Managers Group plc Retirement and Death Benefits Plan (“the Plan”).
The Plan is managed by a corporate Trustee, Aberdeen Pension Trustees Limited. This microsite has been set up by the Trustee with support from the sponsoring employer, Aberdeen Asset Management plc (part of the Standard Life Aberdeen group), so that members and other parties can access certain documents relating to the Plan.
Legislation has been introduced to encourage transparency of trustees’ investment policies for occupational schemes in the UK. Part of these requirements are for trustees to make certain documentation available on a publicly accessible website, and any such documents will be made available on this microsite.
For members of the Plan seeking other information about their benefits, please contact the Plan administrator. Contact details are shown below.
Edinburgh Fund Managers Group plc Retirement and Death Benefits Plan
c/o Mercer Ltd,
PO Box 434, Westgate House,
West Sussex PO19 3ZU
Pensioner helpline (existing pensioners only): 0345 602 4710
Statement of Investment Principles
The Statement of Investment Principles (or ‘SIP’) is a written statement agreed by the Trustee, which sets out the governing principles followed when investing the Plan’s assets. There are detailed requirements for the contents of a SIP, and it is prepared in accordance with all relevant legislation and best-practice guidelines. The SIP is reviewed and updated periodically by the Trustee, to reflect any changes to the Plan’s investment strategy or regulatory requirements. The sponsoring employer is also consulted when any changes to the SIP are considered.Statement of Investment Principles
Engagement Policy Implementation Statement
The implementation statement demonstrates how the Trustee’s policies set out in the Statement of Investment Principles have been adhered to over the previous year.
This document is a new regulatory requirement, and is being prepared by the Trustee. It will be published no later than October 2021.
The Trustee of Edinburgh Fund Managers Group plc Retirement and Death Benefits Plan