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

Docusign Envelope ID: 7C50003C-051D-4E0C-907A-F452AD5C4EA2

UNITED TECHNOLOGIES CORPORATION (UK) PENSION SCHEME YEAR ENDED 31 DECEMBER 2023

STATEMENT OF NET ASSETS AVAILABLE FOR BENEFITS AS AT 31 DECEMBER 2023

All amounts are in £ thousands unless otherwise stated.

2023

Note

2022

Investment assets

1,172,762

Bonds

9

1,145,443

464,673

Pooled investment vehicles

11

482,870

22,433

Derivatives

12

35,085

220,000

Asset Backed Funding

13

212,600

23,855

AVC investments

14

23,193

720

Insurance policies

15

1,012

971

Cash

16

3,681

6,871

Other investment balances

16

7,657

1,912,285

1,911,541

Investment liabilities

(19,754)

Derivatives

12

(36,760)

Amounts payable under repurchase agreements

(312,247)

17

(311,399)

(332,001)

(348,159)

1,580,284

1,563,382

Total net investments

Current assets and liabilities

6,508

Current assets

22

9,537

(4,509)

Current liabilities

23

(4,117)

Total net assets available for benefits

1,582,283

1,568,802

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 and 8 of the annual report, and these financial statements should be read in conjunction with this report.

The notes on pages 32 to 45 form part of these financial statements.

The financial statements on pages 30 to 45 were approved by the Trustee and signed on its behalf on;

7/25/2024

Date ……………………………

Trustee Director …………………………………………….

31

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