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Zurich Financial Services Pension Scheme
The scheme was established in 1993. It exists solely to meet the retirement obligations of Zurich Insurance Group staff in the United Kingdom.
Zurich Financial Services Pension Scheme
The scheme was established in 1993. It exists solely to meet the retirement obligations of Zurich Insurance Group staff in the United Kingdom. The scheme holds a UK commercial real estate portfolio that includes office, retail, and industrial assets. It also maintains exposure to global infrastructure and private equity through fund commitments such as IFM Global Infrastructure Fund and Pantheon Private Equity Funds. Public market holdings consist of global equity pooled funds and a UK-focused LDI fixed income book. Allocations are executed via external managers including Legal & General Investment Management and BlackRock. The scheme reports 7,293 million USD in assets. It maintains memberships in the Pensions and Lifetime Savings Association and the Principles for Responsible Investment. Service providers include Lane Clark & Peacock as investment advisor and J.P. Morgan as custodian. In November 2024 the scheme attended the Zurich Investor Day. Governance is structured around a trustee board that incorporates both member-nominated directors and an independent professional trustee firm, Bestrustees Limited.
General information
Firm type
Pension Fund
Year founded
1993
Location
Region
Europe
Country
United Kingdom
City
Sanford
Corporate office
Unity Place 1 Carfax Close, Swindon, Wiltshire, United Kingdom
Principals
Donna Wayman
Member Nominated Director / Trustee
Sector focus
Frequently asked questions
Who runs investment decisions at Zurich Financial Services Pension Scheme?
Investment decisions are overseen by the trustee board. Donna Wayman serves as a Member Nominated Director. External advisors Lane Clark & Peacock provide ongoing investment advice.
Does Zurich Financial Services Pension Scheme participate in fund commitments or only direct deals?
The scheme participates in fund commitments. Confirmed holdings include IFM Global Infrastructure Fund and Pantheon Private Equity Funds.
What asset classes does the scheme hold?
Holdings include UK commercial real estate, global infrastructure, private equity, global equities, and UK fixed income through LDI strategies.
How is the scheme related to Zurich Insurance Group?
Zurich Insurance Group is the sponsoring employer. Zurich Financial Services (UKISA) Limited serves as the principal UK operating entity and sponsor.
Which industry associations does the scheme belong to?
The scheme is a member of the Pensions and Lifetime Savings Association and a signatory to the Principles for Responsible Investment.
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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