PERNOD-RICARD - URD 2020-21

____ 6. CONSOLIDATED FINANCIAL STATEMENTS NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS

Actuarial value of cumulative benefit obligations

Recognised in liabilities and shareholders’ equity

Fair value of plan assets

Limitation of plan assets

Amount recognised in assets

At 30.06.2021

(€ million)

% (€ million)

% (€ million)

% (€ million)

% (€ million)

%

Kingdom

4,233

78% 4,426

83%

0

0%

62

13% (255)

89%

United States

369

7%

266

5%

0

0%

103

22%

0

0%

Canada

273

5%

301

6%

41

100%

41

9%

(28)

10%

Ireland

295

5%

208

4%

0

0%

87

18%

(1)

0%

France

130

2%

13

0%

0

0%

117

24%

0

0%

Other countries

159

3%

93

2%

0

0%

67

14%

(1)

0%

TOTAL

5,458 100% 5,307 100%

41 100% 477 100% (285)

100%

The breakdown of pension assets between the different asset classes (Bonds, shares, etc.) is as follows:

30.06.2020

30.06.2021

Medical expenses and other employee benefits

Medical expenses and other employee benefits

Pension commitments

Pension commitments

Breakdown of pension assets

Shares

10% Not applicable

11% Not applicable

Bonds

10% Not applicable

11% Not applicable

Other money market funds

1% Not applicable

0% Not applicable

Property assets

2% Not applicable

3% Not applicable

Other items

77% Not applicable

75% Not applicable

TOTAL

100% NOT APPLICABLE

100% NOT APPLICABLE

At 30 June 2021, “Other” assets notably include the value of the insurance policy taken out with Rothesay Life covering the obligations insured as part of the buy-in conducted in FY20.

Contributions payable by the Group in FY22 in respect of funded benefits are estimated at €44 million.

Benefits payable in respect of defined benefit plans over the next 10 years are broken down as follows:

Medical expenses and other employee benefits

Benefits to be paid over the next 10 years € million

Pension commitments

2022

266

7

2023

269

6

2024

276

6

2025

285

6

2026

302

6

2027-2031

1,583

34

214

PERNOD RICARD UNIVERSAL REGISTRATION DOCUMENT 2020-2021

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