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Pension fund assets under management

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Dear Fife 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,

Ric Lander
[email address]
Friends of the Earth Scotland

Fife Council

Dear R Lander,

FREEDOM OF INFORMATION (SCOTLAND) ACT 2002 – REQUEST FOR INFORMATION

Thank you for your information request received on 09/12/2019 our reference: FCIR 29833. This is being dealt with in terms of the Freedom of Information (Scotland) Act 2002.

We are presently assessing your request and may be in touch soon to ask for further clarification or to offer advice and assistance if we are not able to fulfil your request in its present form.

The legislation allows us up to 20 working days from the date that we receive a valid request, including any clarification we require, to make a final response. We will be in touch within 20 working days of receipt of your initial request to provide our response or to seek clarification where necessary. We hope to provide you with the information you are looking for at an earlier date where possible.

Yours sincerely,

S Guthrie
Information Management & Requests Team

Shannon Guthrie, Fife Council

1 Attachment

Dear R Lander,

 

FREEDOM OF INFORMATION (SCOTLAND) ACT 2002 – REQUEST FOR INFORMATION

 

I refer to your email dated and received 09/12/2019, our reference: FCIR
29833. 

 

Apologies for the delay in responding to your request, I am now pleased to
provide the information you requested and trust that it meets your
requirements.

 

 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.

 

o Please find your requested information attached.

 

 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

-      Your requested information is subject to an exemption. This
information is exempt under Section 25 of the Freedom of Information
(Scotland) Act – Information otherwise accessible. The policy or strategy
statements and investment principles can be found on the Fife Pension Fund
Website and the minutes of Superannuation Fund and Pensions Committee can
be found on Fife.gov.uk. The information you have requested is available
at the links below.

 

o Please find the links to both the Funding Strategy Statement and the
Statement of Investment Principles.

 

o [1]https://www.fifepensionfund.org/media/40...

 

o [2]https://www.fifepensionfund.org/media/40...

 

o Here is the link on fife.gov.uk that details all the Committees. By
clicking on an individual committee you can then select a specific
meeting to see the published agenda and minute.

 

o [3]https://www.fife.gov.uk/kb/docs/articles...

 

I would like to draw your attention to the copyright situation in relation
to the material.

 

The council holds the copyright for all of the material provided and it
may be reproduced free of charge in any format or media without requiring
specific permission. This is subject to the material not being used in a
derogatory manner or in a misleading context. The source of the material
must be acknowledged as Fife Council and the title of the document must be
included when being reproduced as part of another publication or service.

 

If you are not satisfied with the way we have handled your request, you
have the right to request a review of the decision. Please write to: Head
of Legal & Democratic Services, Finance & Corporate Services, Fife House,
North Street, Glenrothes, KY7 5LT or e-mail to [email address].
The law provides for you to make this request up to 60 working days from
when we received your enquiry or 40 working days from when you receive
this correspondence whichever is the later date. Where the outcome of the
review fails to resolve the matter to your complete satisfaction you have
the right to apply to the Scottish Information Commissioner for a
decision.www.itspublicknowledge.info/Appeal

 

Fife Council will consider and seek to resolve any request to the Head of
Legal & Democratic Services that falls outside these time scales.

 

Yours sincerely

 

S Guthrie

Information Management & Requests Team

 

show quoted sections

References

Visible links
1. https://www.fifepensionfund.org/media/40...
2. https://www.fifepensionfund.org/media/40...
3. https://www.fife.gov.uk/kb/docs/articles...
4. http://www.fifedirect.org.uk/privacy

We don't know whether the most recent response to this request contains information or not – if you are Ric Lander please sign in and let everyone know.