Investment management arrangements

The fund pursues a policy of managing risk by diversifying both investments and investment managers. Assets are held by the fund in order to achieve returns consistent with the cost of future pension liabilities as assessed by the actuary. Actuarial valuations are undertaken every three years with the next one due in March 2025, the results of which will be communicated to employers in November 2025 and new contribution rates will be set for the next three financial years commencing 1 April 2026. 

The strategic Asset allocation for 2021/22 was as follows:

Asset 

% of Fund 

Targeted Return Funds (E.G. Absolute Return Bonds, Hedge Funds, Insurance Linked Securities) 

25 

Equities 

50 

Property Debt 

3.5 

Private Debt 

Indirect Property 

Private Equity 

6.25 

Infrastructure 

6.25 

The fund uses a mixture of active and passive investment managers within its portfolio.

Call us

01743 252130

Write to us

Pensions, PO Box 4826, Shrewsbury, SY1 9LJ