HY23 Interim Results Announcement slide image

HY23 Interim Results Announcement

Defined benefit pension schemes Group IAS19 Defined Benefit Pension (deficit)/surplus Bank of Ireland Total Group defined benefit pension scheme assets (%) 3.80% 3.60% €7.2bn €7.2bn €8.4bn €8.9bn €9.6bn €6.9bn €7.0bn 2.10% 2.00% 1.30% 1.35% 55% 65% 65% 69% 66% 66% 67% 0.80% €0.89bn €0.60bn €0.70bn 21% 23% 23% 21% 24% 29% 27% 24% 12% 12% 10% 10% 5% 6% (€0.23bn) (€0.48bn) Dec 17 Dec 18 (€0.14bn) (€0.13bn) Dec 19 Dec 17 Dec 18 Dec 19 Dec 20 Dec 21 Dec 22 Jun 23 Dec 20 Dec 21 Dec 22 Jun 23 Listed equities Diversified assets¹ Credit/LDI/Hedging EUR Discount Rate 118 ■IAS19 DB pension (Deficit) / Surplus IAS19 pension sensitivities (Dec 2017 / Dec 2018 / Dec 2019 / Dec 2020 / Dec 2021 / Dec 2022 / Jun 2023) €m 88 Interest rates¹ 107 Credit spreads² 103 4 Inflation³ 1 Sensitivity of Group funding requirement to a 0.25% decrease in interest rates ☐ 9L- -11 2 Sensitivity of IAS19 liabilities to a 0.10% decrease in credit spread over risk free rates Sensitivity of Group funding requirement to a 0.10% increase in long term inflation 128 06 102 121 137 78 81 Global equity4 4 Sensitivity of Group assets to a 5% movement in global equity markets with allowance for other correlated diversified asset classes • 1 Diversified assets includes infrastructure, private equity, hedge funds and property IAS19 net pension surplus of €0.889bn at Jun 2023 (€0.7bn net surplus Dec 2022). Schemes in surplus €0.894bn, schemes in deficit €0.005bn Both euro and sterling discount rates increased over the half-year (20 bps and 40 bps respectively). The euro discount rate change was due primarily to increases in the corporate bond credit spreads and the sterling discount rate change was due primarily to increases in long term risk free interest rates The discount rate increases resulted in a reduction in Group DB pension scheme liabilities, partially offset by a corresponding reduction in the interest rate hedging assets Long term euro inflation assumptions remained stable in the period at 2.6% while long term sterling inflation assumptions increased marginally (by 5bps to 3.35%), with the resulting increase in UK liabilities partially offset by the increase in inflation hedging assets Further progress was made over the course of the half-year on the de-risking of the investment strategy of the BSPF, the Group's largest pension scheme. When completed this will result in a further reduction in return-seeking assets and an increase in Credit/ LDI/Hedging assets The IAS19 Pension Sensitivities graphs demonstrate the reduction over recent years in the sensitivity of the Group's pension schemes to movements in interest rates, credit spreads, inflation and equities 48
View entire presentation