Scheme Information

On this page you will find details of a number of documents providing information about the Scheme.
Following the Spirit AeroSystems Inc announcement on July 1st 2024, the Trustee Board have issued an announcement to members of the Scheme below.

• 1 September 2024 Boeing and Spirit announcement
• 1 July 2024 Boeing and Spirit announcement
• March 2025 update
• May 2025 Boeing and Spirit update
• September 2025 Boeing and Spirit update
• October 2025 Boeing and Spirit Q&A document

Statement of Investment Principles
The latest Statements of Investment Principles for the Scheme and for the Short Brothers Common Investment Fund are available below.

• Statement of Investment Principles (Pension Scheme)


• Statement of Investment Principles (Common Investment Fund)

Implementation Statement for the year ending 31 December 2024

• Implementation Statement for the year ending 31 December 2024

Task Force on Climate-related Financial Disclosures (TCFD) for the year ending 31 December 2024

Task Force on Climate-related Financial Disclosures (TCFD)

Privacy Statement
The Privacy Statement sets out the Trustee's policy regarding the collection and use of your personal information.

• SBPTL Privacy Statement

Members' Booklet  
There are currently three booklets available depending on when a member joined the Scheme. Copies of the current booklets are available for download below.

• Members who joined the Scheme between 6 April 1997 and 20 April 2007
 
• Members who joined the Scheme on or after 21 April 2007 
• Members who joined the Scheme on or after 13 April 2013 

Scheme Trust Deed and Rules
The members' booklets provide a guide to the Scheme's benefits. The Scheme's Trust Deed and Rules is the formal legal documentation which governs the Scheme. The Trust Deed and Rules takes precedence over the members' booklets in the event of a disparity.