This site is for members of the Defined Contribution and Defined Benefit Sections of the MUFG Bank UK Pension Fund.
As you may know, the Fund is looked after by a board of Trustees who oversee the management of the Fund and this site provides you with copies of documentation that set out the Trustees' policies, actions taken and objectives for the Fund's investments.
The annual Chair's Statement is provided as a document (a PDF) that can be downloaded and printed or viewed directly on this site.
The information provided in the annual Chair's Statement also includes illustrations explaining the expected effect on an example pot of savings, of explicit (e.g. investment management fees) and any implicit (e.g. trading costs within a fund) costs and charges that are deducted within the investment options.
You can also find further information on the investment options within Portfolio in the MUFG Bank UK Pension Fund's Statement of Investment Principles for the DC Section.
These statements include information on the Trustees' process for choosing investments, their investment objectives and other details that serve as a guide to how they look after the Fund.
The Implementation Statement monitors how the Trustees' policies on engagement and exercising voting rights set out in the Statement of Investment Principles (above) have been followed over the year.
If you require any of the documents noted above in another format, please contact the Mercer Helpline: 0344 209 6577, or write to:
Mercer Retirement Solutions,
P.O. Box 505,
Chichester PO19 9AF.