Skip to content

Governance documents

Click on the headings below to find documents in that section

Northamptonshire key documents

Funding strategy statement
Northamptonshire funding strategy statement (Word 563KB)
Actuarial valuation reports
2019 Actuary Valuation Report (PDF 1.3MB)

2016 Actuary Valuation Report (PDF 1.33MB)

2013 Actuary Valuation Report (PDF 524KB)

Annual report and statement of accounts
Annual Report and Statement of Accounts 2019-2020 (PDF 1MB)

Appendix A – ACCESS Annual Report (PDF 673KB)

Annual Report and Statement of Accounts 2018-2019 (PDF 1MB)

Annual Report and Statement of Accounts Summary 2017-2018 (PDF 57.7KB)

Annual Report and Statement of Accounts 2017-2018 (PDF 970KB)

Other statements and policies
Administering Authority Discretions (Word 58KB)

Administration Strategy (Word 72KB)

Admitted bodies, Scheme Employer and Bulk Transfer Policy (PDF 157KB)

Annual Business Plan & Medium Term Strategy 2021-2024 Northamptonshire Pension Fund (Word 95KB)

Anti Fraud and Corruption Policy (PDF 152KB)

Cash Management Strategy (Word 149KB)

Communications Plan (Word 97KB)

Communications Strategy (Word 132KB)

Conflict of Interest Policy for Northamptonshire Pension Fund Board (PDF 333KB)

Data Improvement Policy (Word 24KB)

Governance Policy and Compliance Statement (PDF 73KB)

Investment Strategy Statement (Word 357KB)

Investment Strategy Statement Consultation (Word 96KB)

Northamptonshire Pension Fund Training Strategy (Word 39KB)

Overpayment of Pension Policy (PDF 284KB)

Payment of Employee and Employer Pension Contributions Policy (PDF 235KB)

Pension Fund Objectives (PDF 152KB)

Reporting Breaches of the Law to the Pensions Regulator Policy (PDF 447KB)

Risk Register (Word 76KB)

Risk Strategy (PDF 311KB)

Investments
Listing of Investment Holdings held at 30 September 2021 (Excel 20KB)

Listing of Investment Holdings held at 30 June 2021 (Excel 30KB)

Listing of Investment Holdings held at 30 March 2021 (Excel 30KB)

Listing of Investment Holdings held at 31 December 2020 (Excel 23KB)

Listing of Investment Holdings held at 30 September 2020 (Excel 25KB)

Listing of Investment Holdings held at 30 June 2020 (Excel 24KB)

Listing of Investment Holdings held at 31 March 2020 (Excel 24KB)

Listing of Investment Holdings held at 30 December 2019 (Excel 25.8KB)

Listing of Investment Holdings held at 30 September 2019 (Excel 41KB)

Listing of Investment Holdings held at 30 June 2019 (Excel 26KB)

Listing of Investment Holdings held at 31 March 2019 (Excel 41KB)

Listing of Investment Holdings held at 31 March 2018 (Excel 29KB)

Listing of Investment Holdings held at 31 March 2017 (Excel 28KB)

Listing of Investment Holdings held at 31 March 2016 (Excel 30.2KB)

Listing of Investment Holdings held at 31 March 2015 (Excel 34.9KB)

Information governance
Employer Data Retention Policy (Word 90KB)

Full Privacy Notice (PDF 454KB)

Memorandum of Understanding Northamptonshire Pension Fund (PDF 175KB)

Personal Data Retention Policy Expectations (PDF 220KB)

Summary Privacy Notice (PDF 306KB)

Stewardship
Northamptonshire Proxy Voting Report: October – December 2020 (PDF 459KB)

Northamptonshire Proxy Voting Report: July – September 2020 (PDF 536KB)

Northamptonshire Proxy Voting Report: April – June 2020 (PDF 421KB)

Northamptonshire Proxy Voting Report: January – March 2020 (PDF 1MB)

Northamptonshire Proxy Voting Report: October – December 2019 (PDF 872KB)

Northamptonshire Proxy Voting Report: April – September 2019 (PDF 2MB)

Northamptonshire Proxy Voting Report: January – March 2019 (PDF 617MB)

Northamptonshire Proxy Voting Report: October – December 18 (PDF 1.61MB)

Northamptonshire Proxy Voting Report: July – September 18 (PDF 3.18MB)

Northamptonshire Proxy Voting Report: June 18 (PDF 2.11MB)

Northamptonshire Proxy Voting Report: May 18 – Part Three (PDF 3MB)

Northamptonshire Proxy Voting Report: May 18 – Part Two (PDF 2.49MB)

Northamptonshire Proxy Voting Report: May 18 – Part One (PDF 3.32MB)

Northamptonshire Proxy Voting Report: April 18 (PDF 5KB)

Northamptonshire Proxy Voting Report: January – March 18 (PDF 1.72MB)

Email us