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Record Ref : FOI 11637
Date Received : 01/09/2025
Date Completed : 09/09/2025
Organisation : Private Individual
Application Type : Private Individual
Category : Expenditure, Budgets and Income
Question

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. If these are not recorded, please provide any performance criteria you do have available.

Answer

This data is held RCT Pension Fund (Pensions@rctcbc.gov.uk) as they are our scheme administrators, and will have the information requested.