Information for members of the Defined Contribution Section of The Morgan Stanley UK Group Pension Plan and The Morgan Stanley UK Group Top-Up Pension Plan (the “Plans”).
All Defined Contribution (DC) pension schemes such as the Plans are required to produce an annual Chair’s Statement.
This, amongst other things, covers:
- The investment strategy and its governance
- The Statement of Investment Principles (SIP)
- A description of any review of the SIP in the last plan year
- The processing of core financial transactions
- The disclosure of costs and charges (including transaction costs) relating to investments
- Illustrations of the compounding effect of costs and charges on the value of benefits
- The assessment of value for members
- Trustee knowledge and understanding
You can read the latest Chair’s Statements here. They are provided as PDF documents that can be downloaded and printed or viewed directly.
- Morgan Stanley UK Group Pension Plan
- Morgan Stanley UK Group Top-Up Pension Plan
- Morgan Stanley UK Group Pension Plan Summary
You can read the latest Statement of Investment Principles and Implementation Statement here.
- Morgan Stanley UK Group Pension Plan SIP
- Morgan Stanley UK Group Top-Up Pension Plan SIP
- Morgan Stanley UK Group Pension Plan Implementation Statement
- Morgan Stanley UK Group Top-Up Pension Plan Implementation Statement
The Trustee of the Morgan Stanley UK Group Pension Plan is also required to take steps to identify, assess and manage climate-related risks and opportunities in a proportionate way and report on what we have done. These reporting requirements align with the recommendations of the Taskforce on Climate-Related Financial Disclosures (TCFD). You can read the Plan’s latest TCFD report here. A one-page summary of the report can also be viewed below.
- Morgan Stanley UK Group Pension Plan TCFD Summary (2024)
- Morgan Stanley UK Group Pension Plan TCFD Report (2024)
- Morgan Stanley UK Group Pension Plan TCFD Summary (2023)
- Morgan Stanley UK Group Pension Plan TCFD Report (2023)
If you require any of these documents in another format, please contact the EMEA Benefits Queries team:
Morgan Stanley Pension Trustee Limited
EMEA Benefits Queries team
PO Box 555
Darlington
DL1 9YT
Email address: EMEABenefits_Queries@morganstanley.com
Telephone number: +44 (0)207 425 7575
If you’re a member of the Plans, My Pension allows you to view your pension savings online.
Go to My Pension to log on https://portal.hartlinkonline.co.uk/morganstanley