Document Library

Pension Plan Annual Reports:

• 2022
• 2021
• 2020
• 2019

Pension Governance:

• Pension Board Terms of Reference
• Investment Committee Terms of Reference: Approved December 6, 2018
• Pension Plan Advisory Committee Terms of Reference: Approved by Pension Board April 2, 2020
• Pension Plan Governance Chart: Summary of the responsibilities of each level of the governance structure of the pension plan.
• 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, May 2020.
• Pension Plan Governors 2023: Pension Board and Committee volunteer member biographies, October 2023
• Responsible Investment Approach: The Pension Board’s approach to responsible investment, including integrating environmental, social, and governance (ESG) factors.
• The United Church Pension Plan - ESG Investment Manager Questionnaire: As part of our commitment to investing responsibly, the Pension Fund of the United Church annually engages external investment managers with a series of questions. Managers' responses lead to further engagement with them on practices. The questions reflect the priorities of the Pension Board and The United Church of Canada.
• 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.
• Governance Review: Report on current decision-making and governance practices related to the pension plan, February 2018.

Pension Plan:

• Pension Plan Summary (2023): An introduction to the United Church Pension Plan.
• Fast Facts About Your Pension Plan (2022)
• 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 2023.