James Donaldson & Sons Limited Managed Pension Plan

Welcome to the website for James Donaldson & Sons Limited Managed Pension Plan.

Your trustee has designed this website to keep you updated with useful information about the Plan.

Below is a short explanation about the documents available:

  • Statement of Investment Principles (SIP) – the SIP explains how the trustee invests the money paid into the Plan.

  • Implementation Statement - describes the voting and engagement behaviour of the trustees.

Statement of Investment Principles (SIP)

20200923 - James Donaldson.pdf

Implementation Statement

James Donaldson Sons Pension Plan IS 2021 v1 (003).pdf