Monmouthshire Building Society Pension and Assurance Scheme (the Scheme)

Statement of Investment Principles

Legislation requires trustees to agree a Statement of Investment Principles (SIP) in consultation with the sponsoring employer. The SIP sets out the principles governing how decisions about investments are made. It details the current investment strategy, investment objectives and policies including the way risks are measured and managed and stewardship and the Trustee's approach to financially material considerations and non-financial matters.

The SIP is reviewed at least every three years and after any significant change in investment strategy.

The most recent SIP for the Scheme can be found on this page.