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IBM United Kingdom Pensions Trust Limited
The trust was established in 1957 to deliver retirement income to IBM UK staff and their dependents. It operates under a corporate trustee structure with...
IBM United Kingdom Pensions Trust Limited
The trust was established in 1957 to deliver retirement income to IBM UK staff and their dependents. It operates under a corporate trustee structure with independent professional trustee services supplied by The Law Debenture Pension Trust Corporation Plc. Investment holdings include commitments to ASF VI L.P. and HIPEP VII (AIF) Partnership Fund L.P. for private equity exposure, plus a global real estate equity fund managed by Legal & General Investment Management. Domestic UK property is held directly. The plan also maintains listed equity index funds, index-linked gilts, and residual reinsurance exposure. Geographic reach covers the United Kingdom and global markets through pooled vehicles. Service providers include XPS Pensions Group for administration, Willis Towers Watson as scheme actuary, PricewaterhouseCoopers as auditor, and The Northern Trust Company as custodian. The trust publishes annual TCFD reports that integrate climate risk assessments into investment decisions. The plan maintains a payroll giving arrangement through CAF Give As You Earn that channels member donations to UK charities.
General information
Firm type
Pension Fund
Year founded
1957
Location
Region
Europe
Country
United Kingdom
City
Winchester
Corporate office
Building D West, Ground Floor IBM Hursley Office, Hursley Park Road, Winchester, SO21 2JN, United Kingdom
Sector focus
Frequently asked questions
Who sponsors the IBM United Kingdom Pensions Trust Limited?
IBM United Kingdom Holdings Limited acts as the sponsoring employer of the pension plan.
What asset classes appear in the trust's reported holdings?
Reported holdings include private equity funds, UK domestic property, global real estate equity, index-linked gilts, and a bulk annuity policy.
Does the trust use external investment managers?
Yes. Legal & General Investment Management manages a global real estate equity allocation and certain equity index funds.
What de-risking actions has the trust taken?
The trust entered a bulk annuity policy with Rothesay Life and retains residual reinsurance exposure to reduce longevity and investment risk.
How does the trust handle member charitable giving?
Members may direct donations through the CAF Give As You Earn payroll scheme to selected UK charities.
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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