Cardiff University Pension
The Cardiff University Pension Scheme is available to all staff from grades 1-4.
You will automatically become a member when you start your employment at the university. The Cardiff University Pension Scheme is administered by Legal and General.
The Cardiff University Pension Fund (CUPF) has been closed to new members as of 1st March 2022.
Statement of Investment Principles (SIP)
The SIP details the policies which control how a pension scheme invests.
The SIP sets out the principles governing how decisions about investments are made and has been prepared in accordance with all relevant legislation and best-practice guidelines.
It will be reviewed by the Trustees at least every three years or after any significant change in the investment approach.
Cardiff University Pension Fund: Statement of Investment Principles
This Statement of Investment Principles sets out the policy of the Trustees on matters governing decisions about the investments of the Cardiff University Pension Fund.
If this document cannot be read by your assistive software, you can request an accessible version by emailing web@cardiff.ac.uk. Please include the assistive tools you use and the format you require.
Reports and statements
Cardiff University Pension Fund: Funding statement summary April 2022 PDF
A funding statement summary produced by Deloitte for the Cardiff University Pension Fund, April 2022.
If this document cannot be read by your assistive software, you can request an accessible version by emailing web@cardiff.ac.uk. Please include the assistive tools you use and the format you require.
Cardiff University Pension Fund: Annual report and financial statement 2021
Annual report and financial statements for the year ended 31 July 2021.
If this document cannot be read by your assistive software, you can request an accessible version by emailing web@cardiff.ac.uk. Please include the assistive tools you use and the format you require.
Cardiff University Pension Fund annual ESG report - November 2021
This document provides a high-level summary of these policies for each of the investment managers.
If this document cannot be read by your assistive software, you can request an accessible version by emailing web@cardiff.ac.uk. Please include the assistive tools you use and the format you require.
Cardiff University Pension Fund Implementation Statement 2021
This Statement has been prepared by the Trustees with the assistance of their appointed Investment Consultant (Quantum Advisory).
If this document cannot be read by your assistive software, you can request an accessible version by emailing web@cardiff.ac.uk. Please include the assistive tools you use and the format you require.
Cardiff University Pension Fund Implementation Statement 2020
This document sets out the stewardships policies of the Pension Fund’s investment managers, the Trustees voting and engagement policies, and demonstrates how these policies have been followed over the year to 31 July 2020.
If this document cannot be read by your assistive software, you can request an accessible version by emailing web@cardiff.ac.uk. Please include the assistive tools you use and the format you require.
Cardiff University Pension Fund: Annual report and financial statement 2021
Annual report and financial statements for the year ended 31 July 2021.
If this document cannot be read by your assistive software, you can request an accessible version by emailing web@cardiff.ac.uk. Please include the assistive tools you use and the format you require.
Members of staff can access more information about the pension fund via the staff intranet.