Document Library

Pension Plan Annual Reports:

• 2024

Previous editions can be found on the Governance page.

Pension Governance:

• Climate Action Plan: This Climate Action Plan (CAP) operationalizes our net-zero goal by describing how we will integrate our commitment into the Pension Plan of The United Church of Canada's governance, investment processes and engagement activities with asset managers and portfolio companies.
• Pension Plan Governance Policy: Outlines the governance framework for the Plan and the Fund.
• Pension Board Strategy: 2023–2027
• Pension Plan Funding Policy: Policy that guides the decisions of the Pension Board in support of the plan’s goals, November 2025.
• Pension Plan Governors 2026: Pension Board and Committee volunteer member biographies, June 2026
• Responsible Investment Approach: The Pension Board’s approach to responsible investment, including integrating environmental, social, and governance (ESG) factors.
• Statement of Investment Policies and Procedures: Governs the activities of the Managers, the Investment Committee, the Pension Board, and staff as they pertain to the investment of the Pension Fund.
• Code of Conduct for the Pension Plan and Fund

Terms of Reference:

• • Pension Board
  • Investment Committee: Approved December 6, 2018
  • Pension Plan Advisory Committee: Approved by Pension Board April 2, 2020
  • Executive of the General Council: In its role as the Administrator of The Pension Plan of The United Church of Canada. Approved November 14, 2025.

Pension Plan:

• Pension Plan Summary (2023): An introduction to the United Church Pension Plan.
• Definition of Spouse for Pension Plan Purposes
• Pension Plan Statement of Beliefs and Guiding Principles 2019: Strategic framework for managing and operating the pension plan, adopted by the Executive of the General Council in 2005.
• Pension Plan Full Document Text: Text of the pension plan, January 2026.