Forms and Publications

Members Forms

Expression of wish form -nomination

Opt-Out Form - opt out

50/50 Contribution Flexibility Application

Joining Form -opt in

Pension Transfer in Form -transfer

Employer Forms

IRMP Form

Policies

Fund Policy Document

Administration and Communication Policy

Internal Dispute Resolution Procedure

Full Privacy Statement

Summary Privacy Statement

Memorandum of Understanding regarding Compliance with Data Protection Law

Cumbria LGPS Stewardship Report 2021-2022

Newsletters

Pensioners Newsletter 2022

Summer Newsletter 2022 • Local Pensions Partnership Administration (lppapensions.co.uk)

All Guides

A brief guide to the Local Government Pension Scheme (LGPS) for employees in England and Wales

A guide to the Local Government Pension Scheme for Employees in England and Wales

Investments

The Cumbria Local Government Pension Scheme and its approach to Responsible Investing

Funding Strategy Statement

Stewardship Report - 2021/22

Markets in Financial Instruments Directive 2004 (MiFID II)

CLGPS Alternatives and Investments

Financial Reports and Valuations

Cumbria LGPS 2021-22 Accounts

Cumbria LGPS 2021-22 Audit Findings Report 

Cumbria LGPS 2021-22 Annual Report 

Actuarial Valuation 2019

Forum Presentation - 21 Nov 2022

Share Voting Record

2022 Q4 Border to Coast Global Summary Proxy Voting Report

2022 Q4 Border to Coast UK Summary Proxy Voting Report

2022 Q4 Border to Coast Overseas Developed Summary Proxy Voting Report

2022 Q4 Border to Coast Integrated Detailed Proxy Voting Report

2022 Q3 Border to Coast Global Summary Proxy Voting Report                     

2022 Q3 Border to Coast UK Summary Proxy Voting Report

2022 Q3 Border to Coast Overseas Developed Summary Proxy Voting Report

2022 Q3 Border to Coast Integrated Detailed Proxy Voting Report  

2022 Q2 Border to Coast Overseas Developed Summary Proxy Voting Report

2022 Q2 Border To Coast Integrated Detailed Proxy Voting Report

2022 Q2 Border to Coast UK Summary Proxy Voting Report

2022 Q2 Border to Coast Global Summary Proxy Voting Report

Cumbria LGPS Archived Documents

Archived Documents

Actuarial Valuation Reports

Actuarial Valuation Report 2016

Actuarial Valuation Report 2013

Annual Reports

Annual Reports and Accounts 2020-2021

Annual Reports and Accounts 2019-2020

Annual Reports and Accounts 2018-2019

Annual Reports and Accounts 2017-2018

Annual Reports and Accounts 2016-2017

Annual Reports and Accounts 2015-2016

Annual Reports and Accounts 2014-2015

Annual Reports and Accounts 2013-2014

Annual Reports and Accounts 2012-2013


Audit Findings

Audit Findings 31 Mar 2021

Audit Findings 31 Mar 2020

Audit Findings 31 Mar 2019

Audit Findings 31 Mar 2018

Audit Findings 31 Mar 2017

Forum Presentations

Forum Presentation - 11 Nov 2021

Forum Presentation - 05 Mar 2021

Forum Presentation - 21 Nov 2019

Forum Presentation - 30 Oct 2018

Forum Presentation - 17 Oct 2017

Forum Presentation - 21 Nov 2016

Forum Presentation - 15 Oct 2015

Forum Presentation - 10 Oct 2014

 

Fund Policy Documents

Fund Policy Document - Sep 2021

Fund Policy Document - Mar 2021

Fund Policy Document - Mar 2020

Fund Policy Document - Jun 2020

Fund Policy Document - Sep 2019

Fund Policy Document - Jun 2019

Fund Policy Document - Jan 2019

Fund Policy Document - Nov 2018

Fund Policy Document - Mar 2018

Fund Policy Document - Mar 2017

Other Archived Documents

2019 10 14 - TPR Action Plan

2019 10 14 - Data Quality Improvement Plan

2017 03 31 - Funding Strategy Statement

2017 03 08 - Statement of Compliance with the UK Stewardship Code

2016 07 14 - Border to Coast Pensions Partnership

2016 02 19 - Border to Coast initial proposal to pool assets

2015 04 29 - Cumbria Local Pension Board Terms of Reference

2014 11 08 - Opportunities for collaboration - cost savings and efficiencies

2014 11 08 - Consultation on scheme governance - CLGPS response