Agenda

South Yorkshire Pensions Authority - Thursday, 18th December, 2025 10.00 am

Venue: Oakwell House, 2 Beevor Court, Pontefract Road, Barnsley, S71 1HG

Contact: Governance Team 

Media

Items
No. Item

1.

Apologies

2.

Announcements

3.

Urgent Items

To determine whether there are any additional items of business which by reason of special circumstances the Chair is of the opinion should be considered at the meeting; the reason(s) for such urgency to be stated.

4.

Items to be considered in the absence of the public and press

To identify where resolutions may be moved to exclude the public and press.  (For items marked * the public and press may be excluded from the meeting.)

5.

Declarations of Interest

6.

Section 41 Feedback from District Councils

7.

Minutes of the meeting held on 04/09/2025 pdf icon PDF 238 KB

8.

Questions from the public

VALUATION 2025

9.

Approval of the Funding Strategy Statement pdf icon PDF 86 KB

Additional documents:

10.

Valuation Results pdf icon PDF 99 KB

Additional documents:

CORPORATE

11.

Quarter 2 Corporate Performance Report 2025/2026 pdf icon PDF 492 KB

Additional documents:

12.

Approval of the Levy 2026/2027 pdf icon PDF 100 KB

13.

2025 Staff Survey Results pdf icon PDF 294 KB

Additional documents:

INVESTMENTS

14.

Adviser Market Commentary pdf icon PDF 591 KB

15.

Quarter 2 Investment Performance Report 2025/2026 pdf icon PDF 108 KB

Additional documents:

16.

Quarter 2 Responsible Investment Update 2025/2026 pdf icon PDF 109 KB

Additional documents:

17.

Policy for Exclusion pdf icon PDF 161 KB

18.

Annual Review of Border to Coast Responsible Investment Policies pdf icon PDF 121 KB

Additional documents:

19.

Investment Beliefs statement pdf icon PDF 112 KB

Additional documents:

PENSIONS ADMINISTRATION

20.

Update on Pensions Administration Improvement Plan pdf icon PDF 350 KB

21.

Approval of the Updated Pensions Administration Strategy pdf icon PDF 76 KB

Additional documents:

GOVERNANCE

22.

Chair of Local Pension Board Report to Authority pdf icon PDF 28 KB

Additional documents:

23.

Governance, Regulatory and Policy Update pdf icon PDF 126 KB

24.

Decisions taken between meetings pdf icon PDF 73 KB