Publication Scheme


As Border to Coast is wholly owned by our Partner Funds, we are subject to the Freedom of Information Act 2000. As such, we are obliged to make certain types of information regularly available. We have adopted the model publication scheme approved by the Information Commissioner’s Office to ensure we are meeting our obligations. 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.


Border to Coast Pensions Partnership Ltd (Border to Coast) is a non-profit, private limited company. One of eight national Local Government pools, Border to Coast oversees the investment of pensions assets on behalf of our eleven like-minded Local Government Pension Scheme (LGPS) Partner Funds. We develop and operate investment funds for our Partner Funds to invest in based on their strategic asset allocations.

The management and organisation structure of Border to Coast is laid out in our Governance Charter, and the details of our Board of Directors can be found here. Border to Coast is owned in equal shares by our Local Government Pension Scheme Partner Funds. As part of their oversight, Partner Funds have formed a Joint Committee which consists of the chairs of each of their Pension Committees.

Border to Coast was incorporated on 31 May 2017 and is registered in England and Wales, with registration number 10795539. Our registered office address can be found at 5th Floor, Toronto Square, Leeds, LS1 2HJ. We are an FCA-authorised Alternative Investment Fund Manager (AIFM), reference number 800511.


We develop appropriate collective investment vehicles to facilitate pooling for our Partner Funds. The Partner Funds are responsible for setting their pension funds’ strategic asset allocations and determining the amount of investment risk they wish to take with the asset.  Border to Coast then constructs products to enable them to better meet their investment needs.  We currently do not act on behalf of any client outside of our LGPS Partner Funds.

We operate and publish information on two collective vehicles:

  • Authorised Contractual Scheme: We publish investment information about holdings within our Authorised Contractual Scheme (“ACS”) twice a year, at a sub-fund level. The information is for the dealing point prior to 31 March and 30 September each year, subject to a one quarter time lag; the holdings at 31 March are published on, or shortly after, 1 July, and holdings at 30 September are published on, or shortly after, 1 January.
  • Private Markets: We publish holdings information for our Private Market investments at 30 June and 31 December each year, subject to a one quarter time lag; 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.

We publish fund factsheets on a monthly basis for our ACS equity investments where funds have twelve months performance history. We will publish information about future launches and the dates on which holdings information will be made available as each new collective vehicle is launched.


As a customer-owned, customer-focussed organisation, our long-term vision is to make a positive difference to investment outcomes for its Partner Funds. Through pooling we will have a stronger voice and, working in partnership, will deliver a cost effective, innovative and responsible investments, thereby enabling sustainable, risk-adjusted performance over the long-term.

Our priorities and how we are delivering on them can be found in our Annual Report.  Updates on our business activity can also be found on the News section of our website.

We believe businesses that are run sustainably have the potential to provide better financial returns. As a long-term investor and representative of asset owners, we will hold companies and asset managers to account regarding environmental, societal and governance factors that could impact value. We will incorporate ESG factors into our investment analysis and decision making, enabling long-term sustainable performance for our Partner Funds. Our voting activity and stewardship reports are published quarterly, and we also produce an Annual Responsible Investment Report.


New regulation came into force during 2020 requiring that the governing body of an Alternative Fund Manager (such as Border to Coast) must perform an assessment on a given set of criteria detailing whether the funds and services it offers are providing value to investors. An annual statement summarising the results of this assessment must be made available to investors.  The FCA introduced this regulation to promote a focus on adding value for the customer and to help address weaknesses across the asset management industry regarding customer access to information.

Assessment of Value 31st Mar 2021

Assessment of Value 31st Mar 2020

Our Assessment of Value Statement forms only one element of the information provided to our Partner Funds to support their own assessment of our performance in delivering against our core purpose – to make a difference for the LGPS.  We are supportive of any wider initiative that enhances transparency and focus on customers across the asset management industry.


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 or 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.


Information on our policies can be found here.

The Sustainability section of the website contains our Responsible Investment Policy and our Corporate Governance & Voting Guidelines, as well as our Stewardship Code Compliance Statement.


Border to Coast’s expenditure and financing is set out in our Annual Report. We are a non-profit making organisation and operate according to a budget funded by our shareholders.

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


How we respond to FoIA requests can be found here.  The information is published on a quarterly basis in January, April, July and October each year, starting from January 2022.

A full list of our shareholders can be found here.

Details of our current board members can be found here.


If the information being sought is not provided in this publication scheme, please contact us using the following details:


Telephone: 0113 487 2550

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.

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