Publication

Preparing for pooling

calendar icon 13 September 2024
time icon 5 min

Author

Iain Campbell

Iain Campbell

Head of LGPS Investment

With the 31 March 2025 deadline to pool assets (or explain why you haven’t) fast approaching, LGPS funds in England and Wales must consider their position.

The new government has confirmed the deadline stands, with the threat of mandatory intervention hanging over funds. But this required reporting is a great opportunity for funds to demonstrate both their progress and their plans, as well as to fully justify any decisions to not pool.

In this short note, Iain Campbell sets out:

  • What we mean by "pooled"?
  • The steps funds need to take to prepare for the reporting
  • How your pool can demonstrate good behaviour

If you have any questions, or would like to discuss anything further, please get in touch.

Preparing for pooling

Download our short note to learn more

Opens in new window Download report

Sign up for our newsletter

We pride ourselves on being thought leaders and are constantly discussing the many issues facing and shaping up our industry. Sign up to find our current thinking on topical issues.

Opens in new window Subscribe
  • Latest industry news

  • First access to upcoming events

  • Content tailored to your interests

  • Access to exclusive content

Opens in new window Subscribe