# Invensys Pension Scheme

Invensys Pension Scheme is a Pension Fund based in London, United Kingdom.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** PO Box 562, Middlesbrough, TS1 9JA, United Kingdom
- **Assets under management:** Undisclosed
- **Website:** www.invensyspensions.co.uk
- **LinkedIn:** https://www.linkedin.com/company/invensys-pensions

## Regulatory record

- **Reports private funds:** No

## About

The Invensys Pension Scheme operates as the pension arrangement for Invensys Limited, now under the parent guarantee of Schneider Electric SE. The scheme was established to pay promised benefits to members as they fall due. Its trustee board oversees funding, risk management and administration. Assets are split between a Liability Matching Fund valued at roughly $2.1 billion and separate investment-grade bond mandates of about $1.7 billion. The matching fund uses UK government gilts, Network Rail bonds, cash and interest-rate and inflation swaps. External managers run the bond portfolios. Geographic exposure centers on the United Kingdom and global developed markets. Service providers include Lane Clark & Peacock as investment adviser, XPS Pensions as scheme actuary and Ernst & Young as external auditor. The Bank of New York Mellon acts as custodian. BlackRock, AXA Investment Managers, M&G and Amundi manage investment mandates. The scheme maintains a sponsoring-employer covenant backed by Schneider Electric SE and a formal guarantee of up to £1.75 billion. Governance rests with an independent trustee board that includes Vidett Trustee Services Limited.

## Sectors

- Fixed Income

## People

- Kathleen O'Donovan — Chair of the Board of Trustees

## Questions

### Who runs investment decisions at Invensys Pension Scheme?

The trustee board led by chair Kathleen O'Donovan sets investment policy. External managers including BlackRock, AXA, M&G and Amundi execute the bond and matching mandates.

### How does Invensys Pension Scheme manage interest rate and inflation risk?

A dedicated Liability Matching Fund holds UK gilts, Network Rail bonds and derivative swaps sized to offset scheme liabilities.

### Does Invensys Pension Scheme invest in private markets or only public bonds?

Current disclosed holdings are limited to investment-grade bonds, gilts and related derivatives. No private equity or direct real-asset positions appear in the record.

### What is the relationship between Invensys Pension Scheme and Schneider Electric SE?

Schneider Electric SE provides a parent-company guarantee of up to £1.75 billion to support the scheme's funding.

### Which firms provide actuarial and audit services to the scheme?

XPS Pensions Ltd serves as scheme actuary and Ernst & Young LLP acts as external auditor.

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Last updated: 2026-06-03T20:00:00.000Z

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