Bank of Ireland 2020 Debt Investor Presentation slide image

Bank of Ireland 2020 Debt Investor Presentation

Defined Benefit Pension Schemes Group IAS19 Defined Benefit Pension (Deficit) / Surplus €313m 1.60% 2.10% 2.00% Bank of Ireland 2020 Debt Investor Presentation Total Group Defined Benefit Pension Scheme Assets (%) €7.1bn €7.2bn €7.2bn €8.4bn €8.9bn 1.30% 0.80% 58% 55% 65% 65% 69% (€0.23bn) (€0.14bn) (€0.13bn) 17% 21% (€0.48bn) 23% 23% 21% 25% 24% 12% 12% 10% Dec 17 Dec 18 Dec 19 Dec 20 Jun 16 Dec 18 Dec 19 Dec 20 ■IAS19 DB Pension (Deficit) / Surplus EUR Discount Rate (€1.19bn) Jun 16 IAS19 Pension Deficit Sensitivities (Jun 2016 / Dec 2017 / Dec 2018 / Dec 2019 / Dec 2020) €118m €102m €109m 88m Interest Rates¹ €173m €162m €153m €181m €196m Credit Spreads² €122m €128m €71m €90m €102m €121m €28m €28m €38m €22m Inflation³ Global Equity4 1 Sensitivity of Group deficit to a 0.25% decrease in interest rates 2 Sensitivity of IAS19 liabilities to a 0.10% decrease in credit spread over risk free rates 3 Sensitivity of Group deficit to a 0.10% increase in long term inflation 4 Sensitivity of deficit to a 5% decrease in global equity markets with allowance for other correlated diversified asset classes . . • Dec 17 Listed equities 'Diversified assets includes infrastructure, private equity, hedge funds and property Diversified assets' Credit / LDI / Hedging IAS19 pension deficit of €0.13bn at Dec 2020 (€0.14bn deficit Dec 2019). Schemes in deficit €0.29bn, schemes in surplus €0.16bn Both euro and sterling discount rates decreased over the year, primarily due to falls in long term risk free interest rates. The credit spread component of the discount rate remained largely unchanged over the period The interest rate hedging in the investment portfolios largely compensated for the impact of the reduction in risk free rates Long term euro inflation assumptions also decreased in the period with the reduction in liabilities partially offset by the reduction in inflation hedging assets De-risking strategies in recent years have also reduced the schemes' exposure to global equity movements. Listed equity asset holdings have been reduced in favour of increases in diversified assets and credit / LDI / hedging allocations Bank of Ireland 58
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