IMPORTANT INFORMATION

Please read this disclaimer fully and carefully before proceeding, as it explains certain restrictions on access to the proceeding section of this website and the distribution and use of the information and data contained therein. You are not authorised to access the proceeding section of the website until you have acknowledged and agreed to the confirmations at the bottom of this disclaimer.

The content (including but not limited to all information and data) contained in this section of the website is published by Local Pensions Partnership Investments Ltd (LPPI), which is authorised and regulated by the Financial Conduct Authority (FCA). LPPI is a fully owned subsidiary of Local Pensions Partnership Ltd.

This section of the website is not intended for the general public. Its content is directed at and published for persons who are defined as Professional Clients under the rules of the FCA, and specifically a UK pension scheme or the professional financial advisor to such a scheme. The services provided by LPPI are only available to persons classified as Professional Clients.

The contents of this website are only directed at Professional Clients in the UK reasonably believed to be of a kind to whom such promotions may be communicated.

This website and its contents is for information purposes only. Nothing contained in this website shall be construed as an offer, or solicitation of an offer to buy or sell any securities or other financial instruments. Shares of the investment funds described herein are offered solely on the basis of the information and representations expressly set forth in the relevant offering circulars, and no other information or representations may be relied upon in connection with the offering of the shares. The value of investments, and the income from them, can go down as well as up and you may get back less than you invested.

Nothing contained in this website constitutes investment, legal, tax or any other advice nor should any of the information or contents be relied on in making an investment or any other decision. You should obtain appropriate independent professional advice before making any investment decision.


Investment Management

LPP's in-house FCA regulated investment team has a deep understanding of LGPS and wider pension scheme funding issues. They use that knowledge to deliver investment vehicles and advice to help pension funds achieve returns to meet their needs now and into the future. 

Our liquid pooled funds are structured under an authorised contractual scheme. Illiquid assets such as property and infrastructure are jointly managed through special purpose vehicles. 

LPPI Asset Pooling Authorised Contractual Scheme Annual and Interim Reports & Financial Statements: 

  Annual
period ending 31 Mar
Interim
period ending 30 Sep
2018-19 view document view document
2017-18 view document view document
2016-17 view document  

 

Partner funds can invest in the pooled vehicles listed below or take advantage of a number of advisory services.


Responsible investing

We are committed to responsible investment and engagement. We address environmental, social, and governance (ESG) issues in our investment strategy, and integrate these concepts into our day-to-day activities. The investment team includes a responsible investing manager who reports quarterly through our stewardship committee. We expect any third-party managers we use to understand and support our policies as part of their core approach.

Learn more about our approach to responsible investing and shareholder engagement:

 

Shareholder Rights Directive (Asset Managers and Insurers) Instrument 2019

At the end of May 2019 the Financial Conduct Authority (FCA) published Policy Statement 19/3 "Proposals to promote shareholder engagement: Feedback to CP19/7 and final rules' under which new requirements were confirmed for asset managers to make disclosures relating to their shareholder engagement policies. The new requirements quickly came into force (from 10 June 2019) under Shareholder Rights Directive (Asset Managers and Insurers) Instrument 2019 which implements the provisions of the revised Shareholder Rights Directive (SRD II).

LPP will develop and publish a formal policy statement outlining our approach to engagement and will disclose annually on activities under this policy in due course. In line with the FCA's observation that firms may wish to provide their SRD II disclosures in the same document as their reporting under the (revised) Stewardship Code, LPP intends to address new disclosure requirements under SRD II within the expanded disclosures we will make to comply with the provisions of a (revised) UK Stewardship Code due to be finalised later in 2019.


Contact:

Interested in learning more about how your fund can invest? 
Please email us on Communications@localpensionspartnership.org.uk

 

Want to make a complaint?
LPP I Complaints Handling Policy 

Please contact: 
Head of Compliance
Local Pensions Partnership Investments Ltd
Norwest Court
Guildhall Street
Preston
Lancashire
PR1 3NU
E: complaints@localpensionspartnership.org.uk