Money Purchase Pension Scheme Information
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This site is for members of the Robert Bosch Limited Money Purchase Plan (also referred to as the “Plan”) and is provided to share information on the costs and charges of the various investment options in the Plan.
As you may know, the Plan is looked after by a board of Trustees who oversee its management. Over the past few months, the Trustees have worked with the firms who manage the various investment options available to obtain more details on the costs and charges of those options.
These details, as disclosed by the firms managing the respective funds, are provided in the annual Chair's Statement. 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. The illustrations are provided in Appendix B of the Chair’s Statement.
The annual Chair's Statement is provided as a download below on this site.
You can also find further information on the investment options available within the Plan’s Statement of Investment Principles. This statement includes 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 investment options in the Plan.
The Statement of Investment Principles is provided as a download below on this site.
If you require the Chair's Statement or the Statement of Investment Principles in another format, please contact the Mercer Helpline: 0345 600 1168, or write to:
Mercer Retirement Solutions,
P.O. Box 505,
Chichester PO19 9AF