The Whiteley Homes Trust Retirement Benefits Scheme

The Trustees have published the Investment Policy Document voluntarily. The Scheme has less than 100 members, therefore there is no requirement to publish a Statement of Investment Principles or to meet the new legislative requirements effective from 1 October 2020.

You can view it below:

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Investment Policy Document (IPD)

The IPD sets out the trustee's investment strategy and objectives.


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