Tobacco investments held by local authority pension fund

South Hams District Council did not have the information requested.

Dear South Hams District Council,

I am seeking information about the value of the local authority pension fund’s investment in tobacco shares and bonds, as well as the income from those investments. Please provide whatever answers you can to the following.

1. What is the most recent available value of the local authority's pension fund?

2. What is the value of the fund’s directly-held investment in shares or bonds of the following companies: British American Tobacco, Imperial Brands, Japan Tobacco International, Altria Group Inc, Philip Morris International, Universal Corp, Alliance One International?

3. What is the total combined value of the fund’s directly-held investments in the companies named above?

4. What income did the fund receive from these investments in the last 12-month period for which records are available?

5. Does the fund have any other investments in tobacco via pooled investments? What is the value of these?

6. What is the local authority’s annual spend on smoking-related illness?

7. Please supply the number of deaths attributable to smoking in the local authority areas covered by your pension fund. Your Director of Public Health or equivalent should be able to supply this figure.

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

Demelza Merritt, South Hams District Council

5 Attachments

Hi,

 

Please contact Peninsula Pensions our Pension provider on the link below
as they hold the information to answers to your questions.

 

Kind regards

 

From: Dan Bones
Sent: 12 June 2018 14:08
To: Demelza Merritt <[email address]>
Subject: RE: do you know who would be able to answer these foi questions
relating to our pension fund?

 

Demelza,

 

Q1. No, they would need to contact Peninsula Pensions directly for that
information unless Lisa Buckle has this information somewhere.

 

Q7.  As we only deal with ‘active’ members, i.e. who are currently paying
into the scheme. Once a leaver’s form is completed for someone that leaves
our employment, we don’t have access to their pension record as they have
left our employment. They would need to contact Peninsula Pensions direct
on that question. [1]https://www.peninsulapensions.org.uk/con...

 

Kind regards, Dan

 

Dan Bones l HR & Payroll Specialist

South Hams District Council l West Devon Borough Council

Email: [2][email address]

Tel: 01803 861388

 

[3]https://themes.learningpool.com/m25/shwd...

 

[4]cid:image002.png@01D1C566.E441F940[5]cid:image003.png@01D1C566.E441F940 [6]www.southhams.gov.uk [7]cid:image002.png@01D1C566.E441F940[8]cid:image003.png@01D1C566.E441F940 [9]www.westdevon.gov.uk

 

 

From: Demelza Merritt
Sent: 12 June 2018 14:00
To: Dan Bones <[10][email address]>
Subject: FW: do you know who would be able to answer these foi questions
relating to our pension fund?

 

Dan ,

 

do you know who would be able to answer these foi questions relating to
our pension fund?

 

 

Demelza Merritt MIAB| Finance Specialist

West Devon Borough Council | South Hams District Council

Working Days Monday- Thursday

Email: [11][email address] Telephone: 01822 813658

 

[12]JLP

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