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Chair's welcome + facts and figures

Alongside the Chair’s welcome, you’ll find the annual Chair’s Statement. This details the governance requirements followed by the Trust and outlines how it provides you as a member with value for money.

The Chair’s Statement forms part of the Trustee’s formal Report and Accounts, which is independently audited by Deloitte LLP. We’ve picked out some highlights in this section of the newsletter, but you can read the statement in full.

Highlights from the Chair’s Statement

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News from the Trust

All the latest news from your retirement savings scheme

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Pension News

All the developments in the wider pensions world

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Your investments

Find out about our investment options

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Focus on… Managing your membership

Getting the help you need

Focus on… Retirement planning

Getting ready for your retirement

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Help & Support

If you need something else

I'd like to welcome all members to our annual newsletter. The purpose of the newsletter is to highlight the things you need to know as a Savings Trust member and also more widely as a member of a UK pension scheme.

We'd like you to think of the newsletter as a user guide that can help you navigate your membership over the next 12 months, so why not save a shortcut to it now, just in case you need to check something or get in touch with us at a later date.

The Savings Trust now manages over £2bn of your retirement savings, an amount that's doubled in under three years. Alongside this, we now have over 37,000 members, with 23,000 of you actively contributing to the scheme alongside Rolls-Royce and 14,000 deferred members.

Whether you're an active or deferred member, you'll find the information that matters to you in this newsletter.

Our award-winning Target Date Funds (TDF) investment solution continues to be the preferred option for four out of five members. The TDF allows you to leave investment decisions to the experts at BlackRock and only requires you to keep your proposed retirement date updated as your plans change.

Of course, we offer the option for members to make their own investment choices by providing a wide range of 22 investment funds. The Your Investments section of the newsletter provides much more information about both of these options.

We take our responsibility to look after your retirement savings very seriously and your interests are represented by our Trustee Board, who are drawn from all areas of Rolls-Royce. They give up their time to oversee the extensive work of our professional advisers with the aim of ensuring a stable and well-run scheme. I’d like to thank them all for their hard work in making the Savings Trust the success that it is.

You can find out more about the Trustee Board and what's happening in the Savings Trust in the News from the Trust section and throughout the newsletter.

I hope you find the updates in our newsletter useful both now and throughout the coming year.

Mark Porter

Chair, Rolls-Royce Retirement Savings Trust

What's the Chair's Statement?

We’re required by law to produce a statement demonstrating how the Savings Trust is governed and to confirm that it provides good value for all its members. This forms part of the Trustee’s formal Report and Accounts, which are audited by the independent auditor, Deloitte LLP. The full Report and Accounts is available to read online.

What you'll find in the Chair's Statement

The Chair’s Statement provides you with extensive insight into the running of the Savings Trust and the thinking that underpins all our decisions in running the scheme. These are the key areas that it covers.

Governance

We’ll show how we govern the Trust’s investment fund options and demonstrate the thinking that influences the investment options that we offer to you.

Monitoring

Find out how the Trust’s administration services are reviewed and how we make sure that core financial transactions are processed efficiently.

Cost & charges

Learn about the charges and transaction costs that you pay and see an illustrative example of the effect they have on your retirement fund.

Value for money

See how the Trustee assesses that you get good value for the charges you pay and learn about other governance costs that are met by Rolls-Royce.

Knowledge & understanding

Discover how Trustee Directors undertake training, maintain appropriate levels of knowledge and understanding, and how they review their own effectiveness.

2026

The year in numbers from the Chair’s statement

Active members

23,1796%

Deferred members

14,1841%

Members registered for MyWorkplace

75%

Members who’ve nominated beneficiaries*

*A nominated beneficiary is someone you’d like to receive benefits if you die before taking your retirement savings

32.6%

Aviva end-to-end administration service times

82 days

Assets under management

£2,067mXX%

Membership age profile

Under 30

15%

30–39

25%

40–54

36%

55+

24%

Pension Quality Mark

We’ve proudly held Pension Quality Mark (PQM) Plus accreditation for six consecutive years. PQM Plus is the highest level of recognition awarded by Pensions UK’s PQM accreditation scheme. This recognises and celebrates high-quality defined contribution retirement savings schemes that are supported by a contribution rate of at least 10% from the employer.

You can find out more on the PQM website (opens in a new tab).