# Wessex Water Pension Fund

Wessex Water Pension Fund is a Private Sector Pension Fund based in Bath, United Kingdom.

## Overview

- **Organization type:** Private Sector Pension Fund
- **Headquarters:** Bath, United Kingdom
- **Region:** Europe
- **Address:** Operations Centre, Claverton Down Road Claverton Down
- **Founded:** 2000
- **Assets under management:** 745 (Altss estimate)
- **Website:** www.wessexwater.co.uk
- **LinkedIn:** linkedin.com/company/wessexwater

## Regulatory record

- **Reports private funds:** No

## About

Wessex Water Pension Fund was established in 2000 to provide retirement benefits for employees of Wessex Water Services Limited. The scheme operates under the oversight of Wessex Water Pension Scheme Trustee Limited and maintains a defined benefit section valued at $745 million alongside a smaller defined contribution section. Assets are allocated across fixed income, government bonds and real assets, with Russell Investments and Insight Investment serving as managers since 2020. The defined contribution portion includes member options such as the L&G Future World Fund and Blackrock UK Equity Index Fund. Geographic exposure centers on the United Kingdom, with one disclosed equity position in Uber Technologies held through Russell Investments. The fund follows a fund-of-funds approach for portions of the portfolio and accepts illiquidity in private equity and property mandates. The trustee board includes Chair Kevin Wall and Ruth Jefferson, who also serves as CEO of Wessex Water. January 2024: Attended Wessex Water Partnership Meetings focused on customer engagement and environmental performance. Service providers include Hymans Robertson as investment advisor and Northern Trust as custodian. The pension fund maintains separation from the philanthropic activities of the Wessex Water Foundation and the broader YTL Foundation, with governance routed through the trustee company rather than direct parent oversight.

## Sectors

- Diversified

## People

- Kevin Wall — Chair of the Board of Trustees
- Ruth Jefferson — Trustee

## Questions

### Who runs investment decisions at Wessex Water Pension Fund?

The Board of Trustees, chaired by Kevin Wall, oversees investment policy with support from Hymans Robertson as advisor.

### Does Wessex Water Pension Fund participate in fund commitments or only direct deals?

The fund uses a fund-of-funds structure for portions of its portfolio alongside direct mandates with Russell Investments and Insight Investment.

### What asset classes does Wessex Water Pension Fund hold?

Holdings include fixed income, government bonds, real assets, and equity index funds, with one disclosed position in Uber Technologies.

### How is Wessex Water Pension Fund related to YTL Corporation Berhad?

YTL Corporation Berhad is the ultimate parent of Wessex Water Services Limited, the sponsoring employer of the pension scheme.

### Where does Wessex Water Pension Fund source its investment managers?

Russell Investments and Insight Investment have managed assets since 2020; additional providers include Northern Trust for custody.

## Related profiles

- [The Shubert Foundation](https://altss.com/profile/the-shubert-foundation-inc)
- [Quinnipiac University Endowment](https://altss.com/profile/quinnipiac-university-endowment)

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

Canonical page: https://altss.com/profile/wessex-water-pension-fund

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