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British Standards Institution Pension Plan
The British Standards Institution Pension Plan was established in 1959 as the retirement vehicle for BSI Group staff. It operates as a private-sector defined...
British Standards Institution Pension Plan
The British Standards Institution Pension Plan was established in 1959 as the retirement vehicle for BSI Group staff. It operates as a private-sector defined benefit scheme exempt from UK income and capital gains taxes. Lane Clark & Peacock serves as investment advisor, actuary and administrator. The plan deploys capital into a Pooled Property Portfolio focused on UK mixed-use assets, a Bulk Purchase Annuity to cover longevity and inflation risk on pensions in payment, and a Liability Driven Investment portfolio that matches interest rate and inflation exposures. It also holds a position in Alcentra European Direct Lending Fund IV. Geographic exposure centers on the United Kingdom and Europe. Strategy tags include distressed debt. Assets total $401 million. The plan maintains membership in the Institutional Shareholders' Committee through its managers. Zedra Governance Limited acts as professional trustee and Ernst & Young serves as auditor. No operational events from the last 24 months appear in available records. Governance rests with BSI Pension Trust Limited directors and the sponsoring employer, creating a direct link between the standards body and plan funding decisions.
General information
Firm type
Pension Fund
Year founded
1959
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
389 Chiswick High Road, London, United Kingdom
Principals
John Starkie
Pension Management and Governance lead
Brian John Davies
Director of BSI Pension Trust Limited
Keith Gifford
Director of BSI Pension Trust Limited
Sector focus
Frequently asked questions
Who runs investment decisions at the British Standards Institution Pension Plan?
John Starkie serves as Pension Management and Governance lead. Brian John Davies and Keith Gifford act as directors of BSI Pension Trust Limited. Lane Clark & Peacock provides day-to-day investment advisory services.
Does the plan participate in fund commitments or only direct deals?
The plan holds a limited partner interest in Alcentra European Direct Lending Fund IV. It also invests through pooled vehicles in property and annuity contracts.
What asset classes does the plan use to manage liabilities?
It maintains a Liability Driven Investment portfolio, a Bulk Purchase Annuity policy, and a Pooled Property Portfolio. These holdings address interest rate, inflation and longevity risks.
Where does the underlying wealth come from?
The plan is sponsored by British Standards Institution, the UK's national standards body. Contributions and funding obligations flow from that employer.
How is the plan related to BSI Group?
British Standards Institution acts as the sponsoring employer. The plan provides retirement benefits exclusively to BSI employees and former employees.
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