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

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

NOTES TO THE FINANCIAL STATEMENTS

17 Amounts payable under repurchase agreements

2023

2024

Amounts payable under repurchase agreements

(275,746)

(312,247)

Bonds with a fair value at the year-end of £261,703k (2023: £337,780k) 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 £20,522k (2023: £21,711k) had been provided as additional collateral for the same repurchase contracts. There were 8 (2023: 10) repurchase agreements at the year- end with maturity between January and June 2025.

18 Fair value of investments

The fair value of financial instruments has been estimated using the following fair value hierarchy;

Level (1): The unadjusted quoted price in an active market for identical assets or liabilities that the entity can access at the measurement date.

Level (2): Inputs (other than quoted prices included within level 1) that are observable for the asset or liability, either directly or indirectly.

Level (3): Inputs are unobservable, i.e. for which market data is unavailable for the asset or liability.

Pooled investment vehicles which are traded regularly are generally included in category (2). Where the absence of regular trading or the unsuitability of recent transaction prices as a proxy for fair value applies, valuation techniques are adopted, and the vehicles are included in category (3).

The

investment assets and liabilities have been included at fair value within these categories as

follows:

2024 Total

Level

(1)

(2)

(3)

Bonds

- -

1,044,127

-

1,044,127

Pooled investment vehicles

298,192 (5,574)

132,359

430,551

Derivatives - net

7

6,844

1,277

Asset Backed Funding

- - -

-

206,600

206,600 24,406

AVC investments Insurance policies

23,708

698 770

- - -

770

Cash

2,895 5,097

- - -

2,895 5,097

Other investment balances Repurchase agreements

-

(275,746)

(275,746)

Total

7,999

1,084,707

347,271

1,439,977

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