Wiltshire Pension Fund 2024/25 One Page Summary

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£149m

WILTSHIRE PENSION FUND

OUR YEAR IN REVIEW

Welcome to the highlights of Wiltshire Pension Fund in the year to 31 March 2025. Please follow the link at the end to the full annual report to read more about how we run the Fund.

Investment performance for the year to 31 March 2025

Net return

*the actuarial expected investment return. The fund delivered investment returns of 3.0% in the year to 31 March 2025. The overriding global themes that affected investment returns during the year were: elections; tariffs; stickier than anticipated inflation; and the continued dominance of the Magnificent 7 and artificial intelligence (AI).

We were delighted to win the LAPF Investment Awards trophy for Diversity & Inclusion in late 2024!

We’re also proud to have been part of the #LGPSJobs campaign, which won Promotional Initiative of the Year

£3. 5bn Total value of Fund Assets

Please follow the link to our website for further information https://www.wiltshirepensionfund.org.uk/Annual-report-and-accounts

For any questions, please email pensionenquiries@wiltshire.gov.uk

Employers and employees contributions received in the year

£4,581

Average annual pension paid

166

Number of employers in the Fund

£131m

Pensions paid in year to 23,407 pensioners

105%* FUNDING LEVEL

Ratio of the assets to the present value of the pension liabilities

* As at 31 March 2025, based on roll-forward of 2022 valuation

PLANNING FOR THE FUTURE

Check out our Business Plan for the next three years, which sets out how we are going to achieve our vision of

... an outstanding service for our scheme employers and members!

RESPONSIBLE INVESTMENT

Take a look at our 2024/25 Stewardship Report to learn about how we are taking action on these important issues.

With the pensions review bringing focus to investments in the UK, we are proud to showcase the amazing work we are already doing in this area in our first-ever Investing in the UK Report

Visit our news pages for topical and relevant information about the pension fund: News – Wiltshire Pension Fund

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