Contact us

County Hall
Morpeth
Northumberland
NE61 2EF
Tel: 0845 600 6400
Fax: 01670 620 223
Opening Hours:
Monday to Friday
Call us: 8am - 7pm
Visit us: 9am - 5pm

The Local Government Pension Fund Investment

The Pension Fund Investment Team is part of the Finance Directorate and provides a full range of accounting services for the Fund.

Customer Service Excellence

The Pension Fund Investment Team is part of the Finance Directorate and provides a full range of accounting services for the Fund, together with servicing and support to the Council's Investment Panel.

 

Main Tasks

  • To ensure compliance with Financial Regulations, Standing Orders, legislation and regulations
  • Preparation of the Pension Fund Annual Report and Accounts
  • Maintenance of the Fund accounts and services to the Pension Fund Panel

 

Contacts

Contact Name:

Kevin Gregson- Pensions Technical Officer

Address:

The Pension Section, County Hall, Morpeth, NE61 2EF

Telephone:

01670 623580

e-mail:

kevin.gregson@northumberland.gov.uk

 

 

Contact Name:

Clare Gorman- Senior Accountant (Pensions)

Address:

The Pension Section, County Hall, Morpeth, NE61 2EF

Telephone:

01670 623579

e-mail:

clare.gorman@northumberland.gov.uk

Annual Report and Accounts

The annual report and accounts for Northumberland County Council Pension Fund is prepared by staff in the Finance Directorate for each year ended 31 March, showing the income, expenditure and net assets of the Fund.

Annual Report and Accounts

 

Pension Fund Panel Decisions Self Assessment

The Northumberland County Council Pension Fund Panel conducts a self assessment of it's own effectiveness as a decesion making body.

Panel Decisions Assessment 2010-11

 

Funding Strategy Statement

All Local Government Pension Scheme Funds must have a Funding Strategy Statement (FSS). The purpose is to establish a strategy, specific to the fund, to identify how employers pension liabilities are best met going forward.

Funding Strategy Statement

 

Business Plan

An annual business plan for the pension fund is approved by the Pension Fund Panel at it's quarterly meeting held in February each year.

Business Plan

 

Statement of Investment Principles

All Local Government Pension Scheme Funds must have a statement of investment principles (SIP). The purpose is to describe the Fund's policy on the investment objective(s), the types of investments held, the attitude to risk and the share voting rights.

Statement of Investment Principles

 

Governance Policy Statement and Statement of Policy Concerning Communication

The Local Government Pension Scheme Funds must have a Governance Policy Statement and a Communication Policy Statement.  The purpose of the Governance Policy Statement is to describe the administering authority's pension fund governance arrangements.  The purpose of the Statement of Policy Concerning Communication is to set out the administering authority's policy on communicating with fund stakeholders such as employees and employers.

Governance Policy

Governance Complience Statement

Communication Policy

Pension Fund Cash Pooling Policy