Ynghlwm wrth y dudalen hon mae amrediad o gyhoeddiadau a dogfennau sy’n ymwneud â’n cronfeydd pensiwn.  Rydym yn gobeithio y byddwch yn eu cael yn ddefnyddiol ac addysgiadol, maent yn cynnwys manylion o’n cronfa bensiwn gaeedig, ac adroddiadau blynyddol a chyfrifon y Cronfeydd Gweithredol a Chaeedig.

Members

Capita maintain a site on behalf of and in partnership with the Environment Agency pension fund. It provides useful information for members of our active and closed funds as well as electronic versions of member publications.

Environment Agency pension fund members website 

If you are unable to find a pension fund publication that you believe we have been involved in, then please contact us.

 

Annual reports and accounts

2012

• Active pension fund - Annual report and financial statement, 2012 (PDF, 1.13MB)
• Closed pension fund - Annual report and financial statement, 2012 (PDF, 2.23MB)

2011

• Active pension fund - Annual report and financial statement, 2011 (PDF, 846KB)
• Closed pension fund - Annual report and financial statement, 2011 (PDF, 562KB)

2010

• Active pension fund - Annual report and financial statement, 2010 (PDF, 503KB)
• Closed pension fund - Annual report and financial statement, 2010 (PDF 369KB)

  2009

  • Active pension fund - Annual report and financial statement, 2009 (PDF, 798KB)
  • Closed pension fund - Annual report and financial statement, 2009 (PDF, 345KB)

  2008

  • Active pension fund - Annual report and financial statement, 2008 (PDF, 90KB)
  • Closed pension fund - Annual report and financial statement, 2008 (PDF, 800KB)

  2007

  • Active pension fund - Annual report and financial statement, 2007 (PDF, 500KB)
  • Closed pension fund - Annual report and financial statement, 2007 (PDF, 500KB)

  2006

  • Active pension fund - Annual report and financial statement, 2006 (PDF, 400KB)
  • Closed pension fund - Annual report and financial statement, 2006 (PDF, 300KB)
    
    

  Active fund - strategy and policy

  • Environmental overlay strategy (PDF, 49KB) 
    A short summary of the environmental strategy that we use when tendering for our active pension fund.
  • Responsible investment policy (PDF, 45KB) 
    Responsible investment policy statement for our active pension fund.
  • Governance compliance statement (PDF, 54B)
    The status, composition and responsibilities of the Pensions Committee under the regulations applicable to the Local Government Pension Scheme
  • Statement of investment principles (PDF, 97KB)
    A statement of the principles that govern decisions about the investment of the assets of the active pension fund.  
  • Investment strategy implementation review (PDF, 130KB)
    A review of the lessons learnt from the implementation of our new investment strategy in 2005.
  • Global equity fund managers selection review (PDF, 110KB)
    This report provides an overview of the process we went through in selecting three new global equity managers for our active pension fund.
    
    

  Closed fund - strategy and policy

  • Funding strategy statement 2010/11 (PDF, 65KB)
    The Active Fund funding strategy statement sets out the fund-specific strategy that  is used by the Actuary to inform his valuations and determine the employer contribution rate required, taking a prudent longer-term view of funding  of liabilities.
  • Statement of investment principles 2010/11 (PDF, 62KB)
    The Statement of Investment Principles sets out the fund specific objectives into a suitable investment strategy for the Fund. The investment strategy takes due account of the specific liability profile of the Fund, together with the planned funding arrangements agreed with the Fund’s Guarantor. This document should be read in conjunction with the Closed Fund Funding Strategy Statement and Investment Strategy.
  • Investment strategy 2010/11 (PDF, 93KB)
    The Investment Strategy 2010/11 sets out the financial objectives of the fund and the implementation strategy going forward. This document should be read in conjunction with the Closed Fund Funding Strategy Statement and Statement of Investment Principles.
    
    

  Responsible Investment

  Research, surveys and case studies

  EAPF

  • Carbon neutrality and carbon offsetting in the FTSE all-share 2007 (PDF, 150KB)
    Following on from our original research in 2006, we looks at the latest developments in the use of carbon offsetting and carbon neutrality by FTSE listed companies.
  • Responsible investment in sustainable private equity (PDF, 350KB)
    A case study of our pension fund private equity mandate with Robeco.
  • Unlisted real estate funds – environmental review 2008 (PDF, 1.1MB)
    A short report reviewing the attitudes and actions of property fund managers toward environmental issues, e.g building in flood plains, published jointly by the Environment Agency Pension Fund with its property fund manager Aviva.

  
  UNPRI/ ENUP

  • UNPRI responsible investment case study
    Our pension fund has been included in a recent report of case studies and guidance on responsible investment in passive management strategies published by the UNPRI.
  • UNEP finance initiative case study of the Environment Agency pension fund (PDF, 130KB)
    An extract from a recently published case study by the UNEP Finance Initiative on the Environment Agency Active Pension fund. Our fund was the only UK fund to feature in the full report.

  
  Carbon

  • Carbon management & carbon neutrality in the FTSE All-share 2006 (PDF, 158KB)
    The concept of 'carbon neutrality' is addressed in a report published by global fund manager Standard Life Investments in association with our active pension fund.
    
    

  Assessment

  • Local Government responsible pension self assessment template: Environment Agency Active Pension Fund 2010 (PDF, 32KB)
    Our completed template for the UK Social Investment Forum responsible investment self assessement for local government pension schemes. The template summarises the responsible investment policies and practices of our fund against best practice.