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Governance documents

Click on the headings below to find documents in that section

Northamptonshire key documents

Funding and valuation report
Funding Strategy Statement 2022 (Word 99KB)

2022 Actuary Valuation Report (PDF 2MB)

Annual report and statement of accounts
Annual Report 2021-2022 (PDF 1.45MB)

Statement of Accounts 2021-2022 (PDF 774.80KB)

Annual Report and Statement of Accounts 2020-2021 (PDF 1.6MB)

Annual Report and Statement of Accounts 2019-2020 (PDF 1MB)

Appendix A – ACCESS Annual Report (PDF 673KB)

Employer and administration policies
Administration Strategy (Word 72KB)

Admitted bodies, Scheme Employer and Bulk Transfer Policy (PDF 157KB)

Cessation policy (Word 228KB)

Payment of Employee and Employer Pension Contributions Policy (PDF 247KB)

Business plan and communications
Annual Business Plan & Medium Term Strategy 2023-2026 Northamptonshire Pension Fund (PDF 204KB)

Communications Plan (Word 217KB)

Communications Strategy (Word 155KB)

Governance policies and strategies
Administering Authority Discretions (Word 48KB)

Anti Fraud and Corruption Policy (Word 117KB)

Cash Management Strategy (Word 149KB)

Conflict of Interest Policy (PDF 133KB)

Data Improvement Policy & Plan (PDF 254KB)

Governance Policy and Compliance Statement (PDF 73KB)

Northamptonshire Pension Fund Training Strategy (Word 39KB)

Overpayment of Pension Policy (PDF 128KB)

Reporting Breaches of the Law to the Pensions Regulator Policy (PDF 165KB)

Risk Register (Word 28.2KB)

Risk Strategy (PDF 131KB)

Data privacy
Employer Data Retention Policy (Word 90KB)

Full Privacy Notice (Word 236KB)

Memorandum of Understanding Northamptonshire Pension Fund (PDF 175KB)

Personal Data Retention Policy Expectations (PDF 220KB)

Summary Privacy Notice (PDF 233KB)

Investments

Carbon Reporting Dashboard (PDF 187KB)

Climate Action Plan (PDF 88KB)

Decarbonisation Pathway (PDF 210KB)

Investment Strategy Statement (Word 357KB)

Investment Strategy Statement Consultation (Word 96KB)

Listing of Investment Holdings held at 31 December 2022 (Excel 26KB)

Listing of Investment Holdings held at 30 September 2022 (Excel 25KB)

Listing of Investment Holdings held at 30 June 2022 (Excel 20KB)

Listing of Investment Holdings held at 31 March 2022 (Excel 20KB)