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Governance documents

Click on the headings below to find documents in that section

Northamptonshire key documents

Funding and valuation report
Northamptonshire funding strategy statement (Word 563KB)

2019 Actuary Valuation Report (PDF 1.3MB)

Annual report and statement of accounts
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)

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

Business plan and communications
Annual Business Plan & Medium Term Strategy 2022-2025 Northamptonshire Pension Fund (PDF 374KB)

Communications Plan (Word 212KB)

Communications Strategy (Word 132KB)

Governance policies and strategies
Administering Authority Discretions (Word 58KB)

Anti Fraud and Corruption Policy (Word 117KB)

Cash Management Strategy (Word 149KB)

Conflict of Interest Policy for Northamptonshire Pension Fund Board (PDF 333KB)

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 284KB)

Reporting Breaches of the Law to the Pensions Regulator Policy (PDF 447KB)

Risk Register (Word 31KB)

Risk Strategy (PDF 311KB)

Data privacy
Employer Data Retention Policy (Word 90KB)

Full Privacy Notice (Word 239KB)

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 223KB)

Decarbonisation Pathway (PDF 210KB)

Investment Strategy Statement (Word 357KB)

Investment Strategy Statement Consultation (Word 96KB)

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

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

Listing of Investment Holdings held at 31 December 2021 (Excel 20.7KB)

Listing of Investment Holdings held at 30 September 2021 (Excel 20KB)

Listing of Investment Holdings held at 30 June 2021 (Excel 30KB)

Listing of Investment Holdings held at 31 March 2021 (Excel 30KB)

Listing of Investment Holdings held at 31 December 2020 (Excel 23KB)

Northamptonshire Proxy Voting Report: October – December 2020 (PDF 459KB)

Northamptonshire Proxy Voting Report: July – September 2020 (PDF 536KB)

Northamptonshire Proxy Voting Report: April – June 2020 (PDF 421KB)

Northamptonshire Proxy Voting Report: January – March 2020 (PDF 1MB)