‘Pension fund assets under management’

The request was partially successful.

Dear Surrey County Council,

1) Please provide in Microsoft excel format for the end of the 2018/19 financial year:

a. the sum total of pension fund assets under management;

b. full details of what the Local Government Pension Fund currently invests in, including the full name and amounts of each fund, bond, institution and investment held, by asset class or category, including specific equities;

c. full details of any investments in: renewable energy, green technologies, social housing or community wealth building or low carbon funds.

I would like to receive this information in an unlocked excel sheet without protected cells (.xls). If you have to password protect the excel sheet, please can you also provide the password to the excel sheet.

2) Please provide any Local Government Pension Fund or Council policy or strategy statements, meeting minutes, investment principles, or Investment Strategy Statements that commit to reducing investments in fossil fuel producers or to decarbonise the Fund

If one part of the request can be answered sooner than others, please send that information first followed by any subsequent data. If you need further clarification, please contact me by email.

Yours faithfully,

James Marriott

FOI/COR/SCC, Surrey County Council

Dear Mr Marriott

YOUR REQUEST REF NO.  FOI002692 UNDER THE FREEDOM
OF INFORMATION ACT 2000

Thank you for your request for information received on 18 December 2019.  Your request reference is as above.

We will respond to your request promptly and in any event within 20 working
days from the date of receipt of your request. 
If you wish to contact me to discuss the progress of your request,
please use the contact details given below and quote the reference number given
above.

Regards

 

Mary Elliott

Mrs Mary J Elliott
Freedom of Information Officer
Legal & Democratic Services
(Mondays to Thursdays)

Corporate Information Governance Team (Room 138) |  Democratic Services | Surrey County Council | County Hall | Penrhyn Road | Kingston upon Thames | Surrey | KT1 2DN
Tel: 020 8541 7969 or 020 8541 9130 (if unavailable) | Email: [Surrey County Council request email]

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Mamon Zaman, Surrey County Council

4 Attachments

Dear James,

YOUR REQUEST FOI002692 UNDER THE FREEDOM OF INFORMATION ACT 2000

We have considered your request which was for information regarding Surrey
Pension Fund’s assets and policies.

 

I now provide responses to your questions attached in the spreadsheet

 

We supply this information based on your original request. Please do not
hesitate to contact me at the above address if you have any queries
regarding the information enclosed.  Remember to quote the reference
number above in any future communications.

 

If you are unhappy with the handling of your request for information and
wish to make a complaint or request a review of our decision, in the first
instance you should contact the County Council, quoting your request
number given above, at:

 

Freedom of Information Officer

Surrey County Council

Legal Democratic & Cultural Services

County Hall

Penrhyn Road

Kingston upon Thames

Surrey

KT1 2DN

[1][Surrey County Council request email]

 

If you are not satisfied by the County Council’s response to your
complaint, you have the right to apply to the Information Commissioner for
a decision.  The Information Commissioner will normally expect you to have
exhausted our complaints procedure.  The Information Commissioner can be
contacted at:

 

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

 

Yours Sincerely,

 

Mamon Zaman | Senior Pensions Finance Specialist  | Surrey Pension Fund

Resources | Finance “Successful Together”

Telephone: 020 8213 2738 | [mobile number]

Email: [2][email address]

Address: Room G59, County Hall, Penrhyn Road,

Kingston upon Thames KT1 2DN

 

[3]cid:image001.png@01D59319.C6DDFC80

 

[4]Surrey_Finalist[5]cid:image003.png@01D46BA7.48504E80

 

 

 

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References

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1. mailto:[Surrey County Council request email]
2. mailto:[email address]