See notes
1. The Pension Fund manager fee you pay for your pension fund - as measured both as a percentage of assets under management and also as a cash payment for the financial year 2024/25, or the last financial year you have a figure available for.
2. The performance of your pension fund over the last three financial years that you have the figures for. If possible, please indicate the metrics you record on its performance in terms of:
a) How much your pension pot grew by
b) How it performed relative to the target of your fund managers
c) How it performed relative to other local authorities and
d) How it performed relative to pension funds in the market generally.
We do not pay a separate direct management charge for our pension fund.
Wokingham Borough Council is part of the Berkshire Pension fund, as such we do not monitor the pension fund as per the questions you have asked.
For information regarding the performance of the fund please contact the fund themselves.