Plan documents
This page gives information about the Wolseley Group Retirement Benefits Plan
The Trustees of the Wolseley Group Retirement Benefits Plan are required to make its Statement of Investment Principles, Implementation Statement and Investment Implementation Policy Document available free of charge online.
You can view them below:
Plan guide
A guide to the Wolseley Group Retirement Benefits Plan
Statement of investment principles (SIP)
The SIP sets out the trustees’ investment strategy and objectives.
Engagement Policy Implementation Statement (EPIS)
This details the Trustee’s implementation of the investment policies set out in the SIP over the year.
Summary funding statement (SFS)
This statement explains the funding that supports your benefits in the Wolseley Group Retirement Benefits Plan. The Summary Funding Statement can be found from page 10 onwards.
Investment implementation policy document (IIPD)
The IIPD contains a series of schedules that set out the detailed day-to-day implementation of the investment policy of the Plan.
Viewpoint
The Trustee’s Report for the Plan.
DB member flex booklet
You should use this booklet to help you
make choices about your flexible benefits and pension contributions.
Member-nominated director (MND) form
Please complete and return this form if you’d like to put yourself forward for the position of MND.
Final addendum (William Wilson Section)
This Addendum has been released following the consultation with employees and subsequent closure to future accrual from 31 December 2013.
Final addendum (Wolseley Section)
This Addendum has been released following the consultation with employees and subsequent closure to future accrual from 31 December 2013.
Task Force on Climate Related Financial Disclosures (TCFD)
This report details the Plans strategy on climate change.
Final accounts
This report details financial statements for the year ended 30 April 2024.
Privacy notice
The Trustee of the Plan hold and process personal data about Plan members and beneficiaries in order to run the Plan.
