Where to get more information

Plan Ahead newsletters

Summary Funding Statements for the historic Plans are shown in editions of Plan Ahead that were published before 2016.

• Plan Ahead – 2023/24
  Chair's welcome • How the Trustees look after the Plan • Plan valuation underway • Plan facts and figures • A greener way to run the Plan • How did LDI and market events affect the Plan? • Plan news and pension headlines • Protect yourself against scams • Who to contact
  
  
  
• Plan Ahead – 2021/22
  Chair's introduction  •  Plan facts and figures  •  Survey results  •  Pensions explained  •  Investment commentary  •  Who to contact
  
• Plan Ahead – 2020/21
  Chair's introduction  •  Plan facts and figures  •  Survey results  •  Pensions explained  •  Investment commentary  •  Who to contact

IMAs

Fund factsheets

click on links below for most recent performance. The performance shown in the factsheet does not include any deductions for fees.
*ISIN numbers are shown against the fund name. The ISIN or International Securities Identification Number is a code which is a unique fund identifier. This code can be used to search for a specific fund used by the Plan. Information on the fund charges can be found in the Annual Chair's Statement.

• Fund information and performance figures for the Plan's range of funds.
• How we estimate IMA pension

Plan funding

• Summary Funding Statement 2023
  (shows Plan funding as at 31 December 2022 and 31 December 2023)

Previous Summary Funding Statements are available on request.

Forms

• Expression of Wish Form

  If you die while you are contributing to the Plan, your dependants receive valuable death benefits. The Trustees decide how death benefits are paid, but take your wishes into account. Completing an Expression of Wish Form is very important because it lets the Trustees know how you would like your death benefits to be paid.

Complaints

What if I have a problem with my benefits?

If you or your beneficiaries have a problem which cannot be resolved by the Plan’s administrators, you can use the Plan’s dispute resolution procedure. A dispute resolution form is available from your HR Department. If you are a pensioner, or have stopped working for Eaton, then you can also get a dispute resolution form from the Plan’s administrators.

The form must be completed and signed by you, or your representative, and sent to The Plan Secretary at:

You or your representative will be sent an acknowledgement immediately and a written answer should be provided within two months. If an answer cannot be provided in that time, a reply will be sent explaining why and indicating when a reply will be made.

If you or your representative are dissatisfied with the answer, an appeal can be made to the Trustee. This must be done in writing to the Chair of the Trustee at the address above within four months of the answer being received. Copies of the original completed form, the reply and a statement of the reason(s) why the reply is considered unsatisfactory should be attached.

The Trustee will consider your appeal and you will receive a written answer on its behalf within four months. In the unlikely event that an answer cannot be provided in that time, a reply will be sent explaining why and indicating when a reply will be made.

If you are still dissatisfied after appeal to the Trustee, you can ask the Pensions Ombudsman.