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This code has been developed to meet the needs of local authorities (including PCCs and fire authorities), registered social landlords, further and higher education institutions, and NHS trusts, in order to provide a clear definition of treasury management activities.
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Since the last edition of the TM Code was published in 2017, updates reflect changes in an increasingly complex environment and regulations such as MiFID II increasing the need for documenting and retaining knowledge and skills, as well as developing areas such as environmental, social and governance considerations.
Details of licensing arrangements for other categories of purchaser, which includes those organisations operating shared service arrangements, are available from CIPFA's Publications Department.
Treasury Management In The Public Services: Guidance Notes For Local Authorities Including Police And Crime Commissioners And Fire And Rescue Authorities (2021 Edition)
The Prudential Code For Capital Finance In Local Authorities (2021 Edition)
The Prudential Code For Capital Finance In Local Authorities: Guidance Notes For Practitioners (2021 Edition)