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The Willis Pension Scheme
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Skip Navigation LinksUK Final Salary Scheme

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Useful Documents and Forms


Governing Documents
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Scheme Booklet - this is a summary of the key terms of the Scheme

Trust Deed and​ Rules​ - this is the legal document that governs the Scheme (available on request)

Report and Accounts

Summary Funding Statement 2018​

​Summary Report 2020​ ​- this is a short report for the year ending 31 December 2020 as distributed to members

Full Re​port 2022​ - this is the full report and financial accounts for the Scheme for the year ending 31 December 2022

Summary Trustee Report 2023​​
Statement of Investment Principles

 ​Statement of Investment Principles February 2022
 Implementation Statement​

Taskforce on Climate-related Financial Disclosures Statement
This annual statement reports on the Scheme's governance, strategy, risk management, metrics and targets in relation to climate change.
TCFD Statement​
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Useful Forms

Expression of Wishes Form - this form can be used to nominate beneficiaries for lump sum death benefits
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