The John Lewis Partnership Trust for Pensions (called “the Scheme” here), commenced in 1942. Membership is available to all permanent Partners working for the John Lewis Partnership.
Privacy notice
The Scheme’s Trustee, John Lewis Partnership Pensions Trust, is responsible for looking after Scheme members’ pension benefits and legally responsible for looking after members’ personal information. The attached privacy notice sets out why and how data is held and processed, what data is held, for how long it is retained and a member’s rights in relation to this data.
Investment beliefs
These documents tell you more about how the Trustee thinks about investing the money put aside for your retirement, for both the Defined Benefit and Defined Contribution sections of the Scheme.
Statement of Investment Principles
The Statement of Investment Principles helps you understand the Trustee’s strategy for the Scheme’s investments. There are two documents here: one for the Defined Contribution section of the Scheme, and one for the Defined Benefit section of the Scheme.
Responsible Investment (RI) Policy
The Responsible Investment Policy sets out the Trustee's policy on responsible investment and how it deals with Environmental, Social and Governance (ESG) risks and opportunities. This policy covers both the Defined Benefit and Defined Contribution sections of the Scheme.
Implementation Statement
The Implementation Statements tell you how the Trustee has followed the above Statement of Investment Principles in the year to 31 March 2025. Again, there are separate documents for the Defined Benefit and Defined Contribution sections of the Scheme.
Costs and Charges
To help current and former Partners (our members) understand costs and charges for the Defined Contribution section of the Scheme, the Trustee has produced a document called a governance statement. In this governance statement, on:
- Page 4 you'll find details of the costs deducted during the year ended 31 March 2025 in percentage terms for each investment fund.
- Page 5 to 6 you'll find illustrations showing the effect of charges on the value of pension savings.