BTPS

Regulatory reporting

BT Pension Scheme Management Limited (“BTPSM”) provides a range of investment management and advisory services to the Trustee of the BT Pension Scheme.

BTPS Annual Report & Accounts

Please find below the Report and Accounts for the year to 30 June 2021, which along with the financial statements, includes the report on Funding and investment activities, Member services, and Governance matters for the year. Our report on climate change and TCFD disclosures is also included as an appendix to the report.

Report & Accounts 2021 PDF DOWNLOAD
Report & Accounts 2020 PDF DOWNLOAD

Statement of Investment Principles

The Pensions Act 1995 requires the Trustees to agree a Statement of Investment Principles in consultation with the Scheme’s investment advisors and the Principal Employer. This document sets out the principles governing how decisions about investment must be made.

Statement of Investment Principles PDF DOWNLOAD
SIP Implementation Statement PDF DOWNLOAD

Regulatory reporting

Under regulatory rules, BTPSM is required to publish certain information annually. This is to enable its sole client, the Scheme, to evaluate the quality of BTPSM’s execution practices and to identify the top five execution venues and brokers in terms of trading volumes with respect to each class of financial instrument traded during the relevant period, in each case for the ultimate benefit of the members of the Scheme.

BTPSM RTS 28 Report 2019 PDF DOWNLOAD
BTPSM RTS 28 Report 2018 PDF DOWNLOAD

About us

Read about our Scheme history, Trustee Board and Trustee duties, BTPSM and our Executive Committee.

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