Haldane Shiells Group Pension Plan - notice of distribution of assets
What is happening?
Haldane Shiells Group Pension Plan (the “Plan”)
NOTICE UNDER SECTION 27 OF THE
TRUSTEE ACT 1925
The Trustees of the Plan (respectively the ‘Trustees’ and the ‘Plan’) intends to finalise the winding up of the Plan (the Plan commenced winding up on 24 July 2026) and make a distribution of any final assets remaining. Notice is hereby given pursuant to section 27 of the Trustee Act 1925 of the intention to wind up the Plan and distribute its assets.
The Trustees believe that they have the names of everyone with a right to benefits under the Plan.
However, if you were an employee of Haldane Fisher Limited or Haldane Shiells & Company Ltd and a member of the Plan, and think you have entitlement to benefits, or you are a widow, widower, civil partner, child, dependant, or other beneficiary of such an employee, please write with full details of your claim or interest to the Trustees at the following address:
XPS Group
1st Floor, Flax House
83-91 Adelaide Street
Belfast
BT2 8FE
haldane.admin@xpsgroup.com
You must contact the Trustees within 2 months of the date of publication of this notice. You must therefore contact the Trustees by 27 December 2026.
As soon as possible after the expiry of this notice on 27 December 2026, the Trustees will finalise provision of benefits for Plan members and beneficiaries and to complete its winding up, having regard only to the claims and interests of which they have prior notice. After that time, the Trustees shall not be liable to any other person.
Please note that if you are currently in receipt of a pension from the Plan or have already received correspondence relating to the winding up of the Plan from the Trustees then you do not need to contact the Trustees.
Issued for an on behalf of the Trustees of the Haldane Shiells Group Pension Plan.
27 October 2026
