Cyfarwyddwr Strategol: Rheoli Gwybodaeth/
Adnoddau
Information Compliance
Acting Director: Resources
Neuadd Y Sir / County Hall
Mark Evans
Spa Road East

Llandrindod Wells

Powys LD1 5LG
  If calling please ask for / Os yn galw
gofynnwch am
 
 
 
Tel / Ffôn:  01597 82 7543        
 
Email/Llythyru electronig:
  [1][email address]

  Our ref / Ein cyf:  F2018-1109

Date / Dyddiad:   17/10/18

Request Accepted

FREEDOM of INFORMATION ACT 2000

Reference No: F2018/1109

Dear Mr Davies

Thank you for your request for information, received at this office on 
17/10/2018, in which you requested details of the following:

Pension Fund Investment          

The above is a summary of your request. The full details of the
information sought is provided to the officer to whom the request is
tasked.

Your request will now be considered and you will receive a response within
the statutory timescale of 20 working days as defined by the Act, subject
to the information not being exempt or containing a reference to a third
party. In some circumstances Powys County Council may be unable to achieve
this deadline. If this is likely you will be informed and given a revised
time-scale at the earliest opportunity.

There may be a fee payable for the retrieval, collation and provision of
the information you request. If this is the case you will be informed and
the 20 working day timescale will be suspended until we receive payment
from you. If you choose not to make a payment then your request will
remain unanswered.

Some requests may also require either full or partial transference to
another public authority in order to answer your query in the fullest
possible way. Again, you will be informed if this is the case.

The due date for responding to this request for information is 14/11/2018.

Should you need to discuss this further please contact the Information
Compliance Team on 01597 827543.

I would like to take this opportunity to thank you for your interest in
Powys County Council.

Yours sincerely,

Elizabeth Cayetano

Information Compliance Officer

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References

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1. mailto:[email address]

Cyfarwyddwr Strategol: Rheoli Gwybodaeth/
Adnoddau
Information Compliance
Strategic Director: Resources
Neuadd Y Sir / County Hall
Mark Evans
Spa Road East

Llandrindod Wells

Powys LD1 5LG
  If calling please ask for / Os yn galw
gofynnwch am
 
 
 
Tel / Ffôn:  01597 82 7543         
 
Fax / Ffacs:  01597 82 6215      

Email/Llythyru electronig:
[1][Powys County Council request email]

Our ref / Ein cyf:  F2018-1109

Date / Dyddiad:   21/11/18

Reference No: F2018-1109

Dear Mr Davies,

Thank you for your request for information dated 21/06/2018 concerning
Pension Fund Investment

This is to inform you that your request has been considered and I can
provide the following response:

The Request:

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?

The Response:

Please see attached, answers are provided on a spreadsheet.

We regret the delay you have experienced with this request. We acknowledge
that Powys County Council has failed in its obligation under the Freedom
of Information Act 2000, to provide you with a response to your request
within the statutory timescale of 20 working days. Please accept our
apologies for this and for any inconvenience this may have caused.

We believe that this request is now complete and shall be closed
immediately. Should any further information be requested regarding this
topic, a separate request will need to be submitted.

We would like to take this opportunity to thank you for your interest in
Powys County Council.

Yours sincerely,

Information Compliance Team

The supply of documents under Freedom of Information does not give the
person or organisation who receives them an automatic right to re-use the
documents in a way that would infringe copyright.

You are free to use any information supplied for your own use, including
for non-commercial research purposes. The information may also be used for
the purposes of news reporting. However, any other type of re-use, for
example, by publishing the information or issuing copies to the public
will require the permission of the copyright owner.

The copyright of most of the information that we provide in response to
Freedom of Information Act requests will be owned by Powys County Council.
The copyright in other information may be owned by another person or
organisation, as indicated in the information itself.

For HMSO Guidance Notes on a range of copyright issues, see the Office of
Public Sector Information(OPSI) website.

[2]http://www.opsi.gov.uk/advice/crown-copy...

If you are dissatisfied with the service you have received in relation to
your request and wish to make a complaint, please contact Information
Compliance. Our complaints procedure is available on request or on our
website.

If you are still not satisfied following this, you can make an appeal to
the Information Commissioner, who is the statutory regulator. The
Information Commissioner can be contacted at:

Information Commissioner's Office

2nd floor

Churchill House

Churchill way

Cardiff

CF10 2HH

Tel: 029 2067 8400

Email: [3][email address]

[4]www.ico.org.uk

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References

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1. mailto:[Powys County Council request email]
2. http://www.opsi.gov.uk/advice/crown-copy...
3. mailto:[email address]
4. http://www.ico.org.uk/