Chevron UK Pension Plan

Overview

Chevron UK Pension Plan is a pension fund managing retirement benefits and investments for Chevron's UK employees. The plan offers a range of investment options, including self-select funds from Fidelity, allowing members to tailor their portfolios according to individual preferences. Members can access their pension information through the PlanViewer platform, which provides tools to help plan for retirement savings. The plan's Statement of Investment Principles outlines the investment strategy, focusing on achieving a balance between risk and return to meet the plan's obligations. The trustee conducts annual implementation statements to ensure adherence to the investment principles and to review the plan's performance. These statements are made available to members, promoting transparency and informed decision-making. Chevron UK Pension Plan is managed by Chevron UK Pension Trustee Limited, a private limited company based in London. The trustee is responsible for overseeing the plan's operations, ensuring compliance with regulatory requirements, and acting in the best interests of the plan's members. The trustee's commitment to governance and fiduciary responsibility is central to the plan's management, aiming to provide secure and reliable retirement benefits to its members.

Investment Focus

• Focus on sectors including Oil and Gas, Renewable Energy, Chemicals, Mining, Power Generation, Shipping, Aviation, Automotive, Technology, Healthcare, Financial Services, Real Estate, Construction, Retail, and Telecommunications
• Geographical focus on regions including United Kingdom, United States, Canada, Australia, Norway, Nigeria, Angola, Kazakhstan, Azerbaijan, China, Indonesia, Philippines, Thailand, Malaysia, Vietnam, Papua New Guinea, New Zealand, South Korea, Japan, and India
• Investment stages ranging from Growth, Late Stage, Pre-IPO, Buyout, Turnaround, to Distressed
• Asset class focus encompassing Fixed Income (Debt and Bonds), Equities, Real Estate, Infrastructure, Private Equity, Hedge Funds, Commodities, Distressed and Special Situations, Venture Capital, Crypto, ESG and Impact Investing, and Collectibles & Art