ABOUT US

WHO'S WHO?

Each trustee board appoints specialist advisers to help them manage the plan. After all, many of the trustees are normal employees like yourself and not experts in investments or pensions law. They regularly review the performance and service provided by their advisers.

TRUSTEE

CATERPILLAR PENSION TRUST LIMITED

Directors of Trustee Company

The following are directors as at the date the accounts were signed:

Dalriada Trustees Limited (appointed 31 March 2021)
Mr D Goldspink (resigned 31 March 2021)
Laurence Dobney (Retiree)
Mrs L Rodgers
Mr L Dobney, retiree
Mr P Mouland, retiree member nominated
Mr J Beardmore (resigned 30 June 2021)
Mr A Foster, member nominated (resigned 30 June 2021)
Mr R Hagan retiree member nominated (appointed 31 March 2021)
Mr C Heath retiree member nominated (appointed 31 March 2021)
Mr Hirons, retiree member nominated (resigned 31 March 2021)
Mr G Padget, retiree member nominated (resigned 31 March 2021)

Secretary of the Trustee Company

Zedra Inside Pensions

Principal Employer

Caterpillar (UK) Limited
Peckleton
Desford
Leicester
LE9 9JT

Participating Employers

Caterpillar Financial Services (UK) Limited
Caterpillar Logistics (UK) Limited
Caterpillar Marine Power UK Limited
Caterpillar Shrewsbury
Energyst Rental Solutions
Perkins Engines Company Limited

Actuary

Mercer Limited

Independent Auditors

PricewaterhouseCoopers LLP

Legal Adviser

Slaughter and May

Investment Adviser

Mercer Limited

Investment Custodians

Northern Trust Company
HSBC Plc
Citibank, N.A. (London Branch)

Principal Bankers

HSBC plc

Investment Managers

Legal & General Assurance (Pensions Management)
Royal London Asset Management

Additional Voluntary Contributions ('AVC') Providers

Aviva Life and Pensions UK Limited
Equitable Life Assurance Society
Friends Life and Pensions Limited
Legal & General Assurance Society
Phoenix Life Assurance Limited
Prudential Assurance Company Limited

TRUSTEE

CATERPILLAR DC PENSION TRUSTEE LIMITED

Directors of Trustee
Company                                                 

Barbara Henry - Chair
Adam Lambert
Daryl Steele
Paresh Desai
Nick Morgan
Allister Dennis
Paul Athey

Administrator

Mercer

Auditor

PricewaterhouseCoopers LLP

Legal Adviser

Slaughter and May

Investment Adviser

Mercer Limited

Bankers

HSBC plc

Investment Manager

Legal & General Investment Management

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