Annual report

Local authorities in England and Wales administering a Local Government Pension Scheme (LGPS) are required to produce a Pension Fund Annual Report by 1 December each year, which includes reports on:

  • the management and financial performance of the LGPS fund
  • investment policy and investment performance
  • the administration arrangements during the year
  • a statement by the actuary on the level of funding of the scheme
  • a governance compliance statement
  • a net asset statement and fund account for each fund
  • compliance with the pension administration strategy
  • a funding strategy statement
  • an investment strategy statement
  • a statement of policy relating to communications with members and employers
  • other appropriate material

Our annual reports are attached to this page.

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