2020 Interim Results slide image

2020 Interim Results

Defined Benefit Pension Schemes Group IAS19 Defined Benefit Pension (Deficit) / Surplus 1.60% 2.10% 2.00% Bank of Ireland 2020 Interim Results Total Group Defined Benefit Pension Scheme Assets (%) €7.1bn €7.2bn €7.2bn €8.4bn €8.5bn 1.45% 1.30% €0.53bn 58% 55% 65% 65% 68% (€0.23bn) (€0.14bn) (€0.48bn) 17% 21% 23% 23% 21% 25% 24% 12% 12% 11% Dec 17 Dec 18 Dec 19 Jun 20 Jun 16 Dec 17 Dec 18 Dec 19 Jun 20 ■IAS19 DB Pension (Deficit) / Surplus EUR Discount Rate Diversified assets Credit / LDI / Hedging (€1.19bn) Jun 16 €313m IAS19 Pension Deficit Sensitivities (Jun 2016 / Dec 2017 / Dec 2018 / Dec 2019 / Jun 2020) €181m €173m €162m €153m €166m €118m €102m €109m €33m Interest Rates¹ Credit Spreads² €122m €128m €71m €90m €102m €118m €28m €28m €38m €19m 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 • . • Listed equities 'Diversified assets includes infrastructure, private equity, hedge funds and property IAS19 Pension surplus of €0.53bn at Jun 2020 (€0.14bn deficit Dec 2019). Schemes in deficit €0.18bn, schemes in surplus €0.71bn Discount rates increased from year end - a significant fall in risk free interest rates was more than offset by a rise in credit spreads The interest rate hedging in the investment portfolios largely compensated for the impact of the reduction in risk free rates, and widening credit spreads resulted in an overall improvement in the balance sheet position Long term inflation assumptions have 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' sensitivity 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 54
View entire presentation