The “Global Investor Statement on Climate Change: Reducing Risks, Seizing Opportunities & Closing the Climate Investment Gap” (the Statement) was produced by a collection of bodies representing institutional investors from around the world, setting out their perspective on climate change and the key elements of a global agreement that will drive the financial flows necessary to address climate change.

Actuarial Valuation Reports

Actuarial Valuation Report 2001 (1.77 MB)
Actuarial Valuation Report 2004 (244 KB)
Actuarial Valuation Report 2007 (2.2 MB)
Actuarial Valuation Report 2010 (1.2 MB)

Administering Authority Discretions (418 KB)

“Discretions” is taken to include where the administering authority is required to do
something but an element of choice exists as to how it is done. This document is not intended to cover investments, apart from Scheme additional voluntary contributions.

Consultation

Consultation & Engagement Strategy (510 KB)
IDRP Equalities Survey 2011 (2 MB)
Pensioners Forum Report 2011 (2.27 KB)
Pensioners Forum Report 2010 (749 KB)
Pensioners Forum Report 2009 (800 KB)
New Pensioner Survey 2009 (1.63 MB)
Pensions Reception Survey (1.43 MB)
New Members Survey Report 2010 (692 KB)
New Members Survey Report 2008 (333 KB)
Non Members Survey Report 2009 (Tameside MBC) (1.22 MB)
Results of the Active Members Survey 2008 (304 KB)
Results of the Active Members Survey 2011 (168 KB)
Pensioner Members Survey 2007 (439 KB)
Pensioner Members Survey 2010 (2.07 MB)
Deferred Members Survey Results 2007 (224 KB)
Deferred Members Survey Results 2009 (1.7 MB)
Website Users Survey 2010 Results (2.29 MB)
Special Survey: Members opting out (331 KB)

GMPF consults all sections of its membership. The Strategy is a continuous rolling programme with a 3 year cycle. The objective being to understand members' opinions of the service, areas of improvement and to identify access issues.

Core Belief Statement (274 KB)

The Core Belief Statement sets out the Fund’s key investment beliefs. These beliefs will form the foundation of discussions, and assist decisions, regarding the structure of the Fund, strategic asset allocation and the selection of investment managers.

Expenditure of £500+

As part of his Local Transparency Initiative, the Secretary of State for Communities & Local Government has written to all Councils to call on them to publish details of items of expenditure of £500 and above.  Monthly listings for GMPF commence with purchases made during December 2010.  Equivalent listings for the Administering Authority’s expenditure (which is not related to GMPF), together with other Transparency Initiative related information, may be found by clicking the link below.

Transparency in Local Government

Governance Compliance Statement (184 KB)
Governance Policy (228 KB)

GMPF publish their Governance Policy and Governance Compliance Statement in accordance with LGPS regulations.

Holdings

It is the Fund's policy to routinely publish full listings of its Holdings (excluding direct property) once per annum, as at the end of the accounting year, in conjunction with the final audit sign off of the Fund's Annual Report and Accounts.

Ill Health Guidance Manuals

Ill Health Guidance Manual (257 KB)
(For members who have left the scheme before 1 April 2008 only)

Ill Health Guidance Manual (187 KB)
(For members who have left the scheme from April 2008 onwards)

This manual aims to help all those with a specific role in relation to the LGPS rules on ill-health retirement, to understand those rules and their role properly. It will also interest Scheme members, employee representatives and others wishing to find a clear, concise explanation of how the LGPS deals with ill-health issues.

Pension Administration Strategy (421 KB)

This strategy recognises that for administration costs to be minimised, and the mutual service to the member to be maximised, employers and the administering authority must cooperate closely.

Statement of Communications Policy (460 KB)

This statement is published to satisfy the requirement in the Local Government Pension Scheme (Amendment) (No. 2) Regulations 2005 for us to prepare, maintain and publish a written statement setting out our policy concerning communications.

This Statement outlines the broad investment principles governing the investment policy of the Pension Fund.

Please see 'Actuarial Valuation Reports'.