The previous edition of this guidance was published in 2014. This revised 2018 version reflects changes due to National Asset Pools, new legislation on investing, governance and benefits, and changes to year end reporting deadlines as well continuing interest in funding levels and investment management costs.
Preparing the Annual Report: Guidance for LGPS Funds (2018) (PDF, 1.7MB)
D: Scheme Administration Including performance data
E: Actuarial report on funds
H: National Asset Pools
K: investment Strategy / Statement of Investment Principles
M: Any other appropriate material, including Scottish and Welsh specific requirements
There is no set response sheet. Comments are welcome in e-mail form or as attached documents. These should be emailed to firstname.lastname@example.org
Submissions will be regarded as on the public record and may be quoted, in full or in part, for the purposes of providing stakeholders with an analysis of responses.