The Investment and Pension Fund Committee of Devon Council is scheduled to consider a range of financial and administrative matters. Key discussions are expected to include the Pension Fund Annual Report and Accounts for 2025/26, alongside updates on investment management and strategy.

Pension Fund Annual Report and Accounts 2025/26

A significant item on the agenda is the Pension Fund Annual Report and Accounts for the financial year 2025/26. This report, prepared by the Director of Finance and Public Value, will be presented to the committee. A supplementary document containing the full Pension Fund Annual Report & Accounts 2025/26 is also scheduled to be reviewed.

Investment Strategy Statement

The committee is also set to review the Investment Strategy Statement. This document, also from the Director of Finance and Public Value, outlines the proposed approach to managing the council's pension fund investments.

Investment Management Report

An Investment Management Report, again from the Director of Finance and Public Value, is scheduled for consideration. This report will likely detail the performance and activities related to the management of the pension fund's investments.

Pension Fund Governance

Discussions are anticipated regarding Pension Fund Governance, with a report from the Director of Finance and Public Value to be presented. This item will cover the framework and procedures governing the management of the pension fund.

Peninsula Pensions Administration Update and Performance Statistics

The committee is expected to receive an update on Peninsula Pensions, including performance statistics. This report, from the Director of Finance and Public Value, will provide insights into the administration and operational performance of the pension services provided by Peninsula Pensions.

Peninsula Pensions Employer Performance Report

A Peninsula Pensions Employer Performance Report is also scheduled for review. This document, prepared by the Director of Finance and Public Value, will likely detail the performance of employers contributing to the pension fund.

Pension Fund Risk Management

The committee's agenda includes a review of Pension Fund Risk Management. A report from the Director of Finance and Public Value will address the strategies and measures in place to manage risks associated with the pension fund.

Pension Administration Software Procurement

Consideration is scheduled for the procurement of Pension Administration Software. A report from the Director of Finance and Public Value will likely outline the process and considerations for acquiring new software to manage pension administration.

Devon Pension Board Minutes

The minutes from the Devon Pension Board meeting held on 14 July 2026 are scheduled for review.

Summary Minutes of the LPPI Board

Summary minutes from the LPPI Board meeting on 24 June 2026 are also on the agenda.

Local Government Reorganisation

A verbal update is expected regarding Local Government Reorganisation.