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Barclays Pension Fund
Barclays Bank UK Retirement Fund operates as a defined benefit and defined contribution pension scheme. It appointed Oak Pension Asset Management Limited to...
Barclays Pension Fund
Barclays Bank UK Retirement Fund operates as a defined benefit and defined contribution pension scheme. It appointed Oak Pension Asset Management Limited to manage and implement its investment strategy. Barclays provides corporate banking services to businesses.
General information
Firm type
Pension Fund
Year founded
1690
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
1 Churchill Place, London, United Kingdom
Principals
Tony Broccardo
Former Chief Investment Officer and Head of Investment
Sector focus
Frequently asked questions
Who manages day-to-day investments for the Barclays Pension Fund?
Oak Pension Asset Management Limited has served as investment manager since 2009, implementing strategy across asset classes.
What asset classes receive allocations from the fund?
The fund holds private equity, UK commercial real estate, commodities, and longevity swaps. Private equity currently represents 15 percent of assets.
Does the fund invest directly or through external managers?
Direct ownership applies to several UK properties. Private equity exposure occurs through limited partnership commitments such as Coller International Partners IV LP.
What is the fund's relationship to Barclays Bank PLC?
Barclays Bank PLC acts as the sponsoring employer of the retirement scheme. The fund remains legally separate from the bank.
Which service providers support the fund's operations?
Willis Towers Watson provides investment consulting, J.P. Morgan serves as custodian, and Insight Investment manages collateral. KPMG acts as external auditor.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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