Pensions – statement and reports

Warwickshire County Council Pension Fund is administered by Warwickshire County Council. The Pension Fund Investment Sub-committee under delegated powers, is responsible for strategic decisions in connection with the Pension Fund and is advised by the Head of Finance and his staff. Day to day investment decisions are taken by the appointed fund managers. The Pension Fund Investment Sub-committee comprises five elected County Council members. All members have signed a Member Protocol. Member Protocol (DOC, 70.5 KB)

RoleIndividuals and organisations
Pension Fund Investment Sub-committee Members:Councillor Bob Stevens, Councillor Alan Webb, Councillor Brian Moss, Councillor Bill Gifford, Councillor John Appleton
OfficersJohn Betts, Head of Finance, Mathew Dawson, Treasury and Pensions Group Manager, Neil Buxton, Pensions Administration Manager
AdvisorsHymans Robertson, Peter Jones, Karen Shackleton
Fund managersThreadneedle Asset Management, Legal and General MFS Investment Management, Blackstone Group International Schroder Investment Management HarbourVest Partners, J P Morgan Asset Management,SL Capital, Partners Group
CustodianBank of New York Mellon
AVC providerStandard Life
ActuaryHymans Robertson
AuditorGrant Thornton

Investment Strategy Statement 2017

Please find link to this years Investment Strategy statement Investment Strategy Statement 2017 (PDF, 310.22 KB)

Funding Strategy Statement 2017

Please find below the Warwickshire Pension Fund Funding Strategy Statement Funding Strategy Statement 2017 (PDF, 549.12 KB)

Latest Annual Report and Accounts

Corporate governance policy

Draft governance policy statement for the purposes of the Local Government Pension Scheme (Amendment) (No 2) Regulations 2005. This Statement is prepared for the purposes of the above Regulations. It sets out the policy of the Administering Authority in relation to its governance responsibilities for the Local Government Pension Scheme (LGPS).

Statement of Compliance with UK Stewardship Code

Pension fund annual reports

Previous annual reports

Valuation Reports 2013

Record of our fund

Pensions – statement and reports was last updated on June 5, 2017.