Dear Merton Borough Council,

1) Please provide in Microsoft excel format for the end of the 2018/19 financial year:
-the sum total of pension fund assets under management;
-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;
-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,

Robert Noyes

foi, Merton Borough Council

Thank you for your email message. We aim to respond to all requests under
the Freedom of Information Act 2000 and Environmental Information
Regulations 2004 within 20 working days.
More information about the way we deal with information requests is on our
web site at [1]www.merton.gov.uk/foi.
 
Information Governance Team
London Borough of Merton.
020 8545 4634
 
 
 

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References

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1. file:///tmp/www.merton.gov.uk/foi

Gary Wells, Merton Borough Council

1 Attachment

Dear Sir,

 

Please find below and attached the response to your recent FOI request.

 

Thanks

Gary

 

Gary Wells
Senior Accountant Pension Fund
Corporate Accountancy
Corporate Services Department
Tel: 020 8545 3795
[1]www.merton.gov.uk

 

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Dear Mr Noyes,

Freedom of Information Act 2000 / Environmental Information Regulations
2004 Information request [FOI F13450]

 

We have now considered your information request as set out below. 

 

You asked:

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

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

    Response

Please see attached excel spreadsheet

 

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

Response

Please refer to the Pension Fund Investment Advisory Panel website.

 

[2]https://democracy.merton.gov.uk/ieListMe...

 

And, Pensions key documents can be found here.

 

[3]https://www.merton.gov.uk/council-and-lo...

 

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.

 

 

If you have any queries or concerns about this please contact me.

 

If you are dissatisfied with the handling of your request or wish to
appeal against the decision to exempt any part of your request, you should
request an Internal Review at [Merton Borough Council request email] or write in to Freedom of
Information team, Merton Council, Civic Centre, Morden, SM4 5DX.

 

If you escalate to the Information Commissioners Office (ICO) without
following the council’s internal review process, the ICO will refer you
back to the council to enable the correct process to be followed.

 

If you remain dissatisfied with the handling of your request or complaint,
you have a right to appeal to the Information Commissioner at:

 

The Information Commissioner's Office, Wycliffe House, Water Lane,
Wilmslow, Cheshire, SK9 5AF.

 

Telephone: 0303 123 1113

 

Website: www.ico.org.uk

 

There is no charge for making an appeal.

 

Yours sincerely

Gary Wells

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References

Visible links
1. http://www.merton.gov.uk/
2. https://democracy.merton.gov.uk/ieListMe...
3. https://www.merton.gov.uk/council-and-lo...