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

NOTES TO THE FINANCIAL STATEMENTS

14 AVC investments

The Trustee holds assets invested separately from the main fund securing additional benefits on a money purchase basis for those members electing to pay additional voluntary contributions (‘AVCs’) . Members participating in this arrangement each receive an annual statement confirming the amounts held to their account and the movement in the year. The aggregate value of AVC investments is set out below:

2023

2022

27

26

Aviva

2,442

2,650

Legal & General (Unit linked) Phoenix Life (Unit linked)

65 62

98 77

Prudential (With profits)

20,579

19,470

Scottish Widows (Unit linked) Standard Life (With profits)

680

872

23,855

23,193

15 Insurance policies

2023

2022

720

Phoenix Life

1,012

16 Cash and other net investment balances

2022

2023

463 508

Cash – sterling

3,521

Cash – foreign currency

160

971

Total cash

3,681

6,871

Amounts receivable

7,657

Cash balances include collateral amounts of £nil (2022: £730k).

17 Amounts payable under repurchase agreements

2022

2023

(312,247)

Amounts payable under repurchase agreements

(311,399)

Bonds with a fair value at the year end of £337,780k (2022: £265,350) had been sold subject to repurchase contracts and therefore continued to be recognised in the financial statements. In addition, bonds with a fair value at the year end of £21,711k (2022: £51,095k) had been provided as additional collateral for the same repurchase contracts. There were 10 (2022: 9) repurchase agreements at the year-end with maturity between January and May 2024.

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