UTC (UK) Pension Scheme - Annual Report & Chair's Statement

UNITED TECHNOLOGIES CORPORATION (UK) PENSION SCHEME YEAR ENDED 31 DECEMBER 2024

STATEMENT OF NET ASSETS AVAILABLE FOR BENEFITS AS AT 31 DECEMBER 2024

All amounts are in £ thousands unless otherwise stated.

Note

2024

2023

Investment assets Bonds

9

1,044,127

1,172,762

Pooled investment vehicles

11

430,551

464,673

Derivatives

12

15,888

22,433

Asset Backed Funding

13

206,600

220,000

AVC investments

14

24,406

23,855

Insurance policies

15

770

720

Cash

16

2,895

971

Other investment balances

16

9,374

11,895

1,734,611

1,917,309

Investment liabilities

Derivatives

12

(14,611)

(19,754)

Amounts payable under repurchase agreements

17

(275,746)

(312,247)

Other investment balances

16

(4,277)

(5,024)

(294,634)

(337,025)

1,439,977

1,580,284

Total net investments

Current assets and liabilities

Current assets

22

6,650

6,508

Current liabilities

23

(4,487)

(4,509)

Total net assets available for benefits

1,442,140

1,582,283

The financial statements summarise the transactions of the Scheme and deal with the net assets at the disposal of the Trustee. They do not take account of obligations to pay pensions and benefits which fall due after the end of the Scheme year. The actuarial position of the Scheme, which takes into account such obligations, is dealt with in the report on actuarial liabilities on pages 7 to 9 of the annual report, and these financial statements should be read in conjunction with that report.

The notes on pages 34 to 48 form part of these financial statements.

The financial statements on pages 32 to 48 were approved by the Trustee and signed on its behalf.

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