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Benfield Motor Group Pension Scheme

Please find below the current Chair's Statement and Privacy Notice for members.

• Chair's Annual Statement 2017 In March 2015 the Department of Work and Pensions (DWP) set out new rules for the governance of Defined Contribution (DC) pension Plans. From 6 April 2015, the Trustee of each Plan will have to produce an annual report, signed by their Chair, setting out a number of prescribed matters... (PDF 1.4mb) Click to open, Right Click to download.
• Privacy Notice Please find below the current Chair’s Statement and Privacy Notice for members. (PDF 307kb) Click to open, Right Click to download.
• Engagement Policy Implementation Statement for the year ended 31 December 2023 ELegal and General Investment management (LGIM) was appointed as the Trustee’s fiduciary manager in October 2023 and the Statement of Investment Principles (SIP)... (PDF 186kb) Click to open, Right Click to download.
• Statement of Investment Principles - January 2025 The Trustee of the Benfield Motor Group Pension Plan (''the Plan") has drawn up this Statement of Investment Principles ("the SIP") ... (PDF 121kb) Click to open, Right Click to download.

Lookers Pension Plan

• Statement of Investment Principles (February 2024) This document is the Statement of Investment Principles (the ‘Statement’) for Lookers Pension Plan (the ’Plan’). It has been drawn up by the Lookers Pension Plan Trustees Limited as trustee of the Plan (the ‘Trustee’), taking into account the relevant legislation. The Statement sets out the high-level objectives, principles and policies governing the investment decisions of the Trustee.... (PDF 217kb) Click to open, Right Click to download.
• Privacy Notice This notice explains how Zedra Governance Limited the Trustee of The Lookers Pension Plan (the Plan), uses and protects the personal information that it holds about members and other beneficiaries of the Plan. Contact details for the Trustee are set out at the end of this notice... (PDF 151kb) Click to open, Right Click to download.
• Implementation Statement Year Ending March 2020 Introduction The Plan’s Stewardship Policy as at the year-end states that: As part of its delegated responsibilities, the Trustee expects the Plan’s investment managers to... (PDF 178kb) Click to open, Right Click to download.
• Implementation Statement Year Ending 31 March 2021 The Lookers Pension Plan Introduction On 6 June 2019, the Government published the Occupational Pension Schemes (Investment and Disclosure) (Amendment) Regulations 2019 (the "Regulations").... (PDF 159kb) Click to open, Right Click to download.
• Implementation Statement Year Ending 31 March 2022 The Engagement Policy Implementation Statement (“EPIS”) has been prepared by the Trustee and covers the Scheme year 1 April 2021 to 31 March 2022.... (PDF 197kb) Click to open, Right Click to download.
• Implementation Statement Year Ending 31 March 2023 The purpose of the EPIS is for us, the Trustee of the Lookers Pension Plan, to explain what we have done during the year ending 31 March 2023 to achieve.... (PDF 190kb) Click to open, Right Click to download.
• Implementation Statement Year Ending March 2024 Introduction This implementation statement (“Statement”) is produced alongside the Trustee Report and Accounts and is required by pensions regulations1. The Trustees Limited as trustee... (PDF 594kb) Click to open, Right Click to download.