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LGPS

Preparing for pooling

22 Aug 2024

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

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