Freedom of Information Act – Publication Scheme

Border to Coast Pensions Partnership is one of the largest pension pools in the UK and was established in 2017. One of eight national Local Government pools, Border to Coast oversees the investment of pensions assets, bringing together c.£45 billion investments of twelve like-minded Local Government Pension Scheme funds.  We are committed to providing access to information to allow interested parties to understand how decisions are made, how we spend money and how we deliver our services.

About the Publication Scheme

As Border to Coast is wholly owned by our Partner Funds, we are subject to the Freedom of Information Act 2000 (the “Act”).  We have adopted the Model Publication Scheme approved by the Information Commissioner’s Office. Further information on the Act can be found here.

This section of our website outlines the types of information we make available under our Publication Scheme and how individuals may access it.  It also outlines how we keep the information up to date and any fees that may be charged for access to the information. Wherever possible we publish information on our website.

Who we are and what we do and our services

Border to Coast Pensions Partnership Ltd is a non-profit making private limited company incorporated on 31 May 2017 and registered in England and Wales with company registration number 10795539. We are also an FCA-authorised Alternative Investment Fund Manager (AIFM).  We are owned in equal shares by our Partner Funds and will ultimately bring together the £45 billion of investments contained in our like-minded Local Government Pension Scheme (“LGPS”) funds.  Each of our Partner Funds is listed here.  A copy of our Articles of Association is available in Our Policies and the details of our Board of Directors can be found here.  We operate investment funds for our Partner Funds to invest in based on their strategic asset allocations. 

Since our establishment, we have been developing appropriate collective investment vehicles to facilitate pooling for our Partner Funds, information on which is in the investment holding section.  We currently operate and publish information on two collective vehicles:

Authorised Contractual Scheme

We publish investment information about holdings within our Authorised Contractual Scheme (“ACS”) at a sub-fund level (name, number of shares/bonds, price and total value) twice a year. The information is aligned with the publication of the ACS accounts and so is for the dealing point prior to 31 March and 30 September each year and is subject to a one quarter time lag. The 31 March holdings are published on, or shortly after, 1 July and holdings on 30 September published on or shortly after 1 January.

Private Markets

Our Private Markets structure was launched during 2019. We publish holding information for each holding (name of investment, commitment amount, cumulative capital calls, cumulative distributions and net asset values) at 30 June and 31 December each year subject to a one quarter time lag, so information at 30 June will be published on, or shortly after, 1 October and information at 31 December on, or shortly after 1 April.  This aligns with the financial year-end of this structure.

Future Launches

We will publish information about future launches and the dates on which holdings information will be made available when each new collective vehicle is launched.

Voting Activity

We publish summaries of our voting activity at a sub-fund level for each equity fund on a quarterly basis. These reports are available here, together with information about our other engagement and stewardship activities which are available here.

Fund Factsheets

We publish fund factsheets on a monthly basis for our ACS equity investments where funds have twelve months performance history.

How we make decisions

Most day to day decisions are made by the executive management team led by our Chief Executive Officer but some matters are reserved to the Board of Directors and some decisions are reserved to the Shareholders. Further information about how our business is governed and those matters which are reserved for decision by our Partner Funds are set out in our Governance Charter. Information on the public meetings of the Joint Committee of our Partner Funds is also published on our website.

What we spend and how we spend it

What we spend and how we spend it is set out in our Annual Report, which provides information about Border to Coast, its expenditure and how it is financed.

Border to Coast is also subject to the provisions of public procurement under the Public Contracts Regulations 2015 for the procurement of its suppliers.

Our priorities and how we are doing

Border to Coast’s strategic goal is to make a positive difference to the investment outcomes of its Partner Funds LGPS Pension Funds through pooling to create a stronger voice; working in partnership to deliver cost effective, innovative and responsible investment now and in the future, thereby enabling sustainable performance.  Full detail on our priorities and how we are delivering on them can be found in our Annual Report.

Our policies and procedures

Our Responsible Investment Policy, Corporate Governance and Voting Guidelines and our Tax Strategy are available on our website.

Lists and Registers

We maintain the usual statutory registers required by a private limited company, but these are not published. However, a full list of our shareholders is kept here, and the details of our current board members is available here.


We will provide most information free of charge. The exceptions will be if a statutory fee applies or if the Act allows a charge, for example for photocopying or postage. We will not comply with a request which exceeds the appropriate limit as set out in The Freedom of Information and Data Protection (Appropriate Limit and Fees) Regulations 2004.


Most of the information made available is subject to copyright in accordance with the Copyright, Designs and Patents Act 1988. The copyright owner is Border to Coast Pensions Partnership Ltd unless stated otherwise.

You are free to use any information supplied for your own non-commercial research or private study purposes. The information may be used for any other purpose allowed by a limitation or exception in copyright law, such as news reporting. However, if you would like to re-use this information for any commercial purpose you must make a formal request to us under the Re-Use of Public Sector Information Regulations 2015 by emailing

How to access other information

If the information being sought is not published in this publication scheme please email or telephone 0113 487 2550 or write to DPO, Border to Coast Pensions Partnership Limited, 5th Floor, Toronto Square, Leeds, LS1 2HJ. All requests will be considered in accordance with the Freedom of Information Act 2000.