Local authority pension fund investment

Rob Davies made this Freedom of Information request to Cambridgeshire County Council as part of a batch sent to 96 authorities

This request has been closed to new correspondence from the public body. Contact us if you think it ought be re-opened.

The request was successful.

Dear Sir/Madam,

I am seeking information about the value of the pension fund administered by your authority, as well as the value of specific holdings and dividend income from those holdings.

Please provide whatever answers you can to the following.

1. What is the most recent available value of the pension fund your organisation administers?

2. What is the latest available value of the fund’s directly-held investment in shares or bonds of the following companies: BAE Systems, Raytheon, Airbus, Northrop Grumman, Lockheed Martin, Honeywell.

3. What was the value of these holdings a year before the most recent valuation given above, or at the most recent previous valuation?

4. What dividend income and/or bond yield did the fund receive from these investments in the last 12-month period for which records are available?

4. Does the fund have any other investments in these companies via pooled investments? What is the value and dividend income from these investments?

If you require clarification on any of the above questions, please get in touch on 0203 353 3616, or 07415154041 or email me at [email address].

Yours faithfully,

Rob Davies

FOI, Cambridgeshire County Council

Dear Rob

Re: Freedom of Information Request FOI_943177

Your request will be dealt with in line with the Freedom of Information Act and its regulations. In accordance with the Act, the Council aims to respond to all requests within 20 working days; ie by 14th November.

Should we require further information, clarification or a fee in order to fulfil your request we will contact you again. Please quote the reference number above in all future correspondence concerning this request.

Yours sincerely,

Business Intelligence Team – Information and Records
Tel. 01223 743881, Email: [Cambridgeshire County Council request email]
Box No. OCT1224, Cambridgeshire County Council, Shire Hall, Cambridge, CB3 0AP

show quoted sections

FOI, Cambridgeshire County Council

1 Attachment

Dear Rob

Re: Freedom of Information Request ref: 943177

We have considered your request under the terms of the Freedom of Information Act. Please find our response attached.

I hope this information is helpful but if you are unhappy with the service you have received in relation to your request and wish to make a complaint or request a review, you should write to Information Management, at either [Cambridgeshire County Council request email] or by post at Box No. OCT1224, Shire Hall, Cambridge CB3 0AP within 40 days of the date of this e-mail.

If you are not content with the outcome of the internal review, you have the right to apply directly to the Information Commissioner for a decision. The Information Commissioner can be contacted at: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF, or via their website: https://ico.org.uk/.

Generally, the ICO will not undertake a review or make a decision on a request until the internal review process has been completed.

Yours sincerely

David Price – Information Management Analyst
Business Intelligence Team – Information and Records
Tel. 01223 699137, Email: [Cambridgeshire County Council request email]
Box No. OCT1224, Cambridgeshire County Council, Shire Hall, Cambridge, CB3 0AP

show quoted sections

Richard Taylor left an annotation ()

An article apparently based on this FOI request and similar requests to other councils is at:


Cambridgeshire County Council's reported £3.7m investment in BAE Systems doesn't appear to be noted in the table in the article.