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Our investment principles and strategy

Find out more about our investment principles, how we invest and our asset allocation.

Responsible investment

Learn more about our approach to responsible and sustainable investment.

Understanding your invoice

Find out how we get information about your scheme and download our levy guide to help you understand your invoice.

2026/27 levy year

We’re not charging a conventional PPF levy for this year. Find out more about our evolving policy here.

This provides broad guidelines within which voting decisions will be assessed and implemented on a case-by-case basis. A degree of flexibility is required when interpreting the guidelines to reflect specific market, company, and meeting circumstances.

How to certify contingent assets

You’ll need to certify your contingent assets on The Pension Regulator's Exchange system by midnight on 31 March.

What are asset backed contributions?

Asset backed contributions are regular payments to the scheme that derive from an underlying asset.