Independent Financial Advisor

The Kingston Pension Fund is looking to appoint an independent advisor to work with the Fund’s Panel, Board and Officers.

The position is now being advertised and The Fund looks forward to hearing from interested organisations and individuals. The close of the advertisement period will be 24th February 2023 at 4pm.

The standard level of service that The Fund is looking for is:

• To provide independent advice to the pension Panel, Board, Officers. This will call for attendance at up to six notified meetings.
• Four committee meetings are normally scheduled at 10am on dates to be notified together with an appropriate level of preparation and a written briefing note for each committee meeting and The possibility of two Board meetings.
• As and when required meetings with officers and the LCIV.
• Advice will be required on any investment-related issues but specific requirements include:
  • Advice on investment strategies, policies and asset pooling
  • Asset allocation and portfolio structure (once every 3 years).
  • Assistance in the selection and review of investment managers, custodians and other investment professionals appointed from time to time.
  • Assistance in the review of our Investment Strategy Statement and TCFD.
  • Briefing and assistance in respect of new industry developments, regulations, best practice compliance and governance.
• Ad hoc Investment Advice
• Training

If you are interested, we request that you officially email the Fund by sending in your CV and a short statement as to why you think you are suitable by no later than 3 March 2023. 

Yours sincerely

Andrien Meyers
Head of Pensions and Investments
Shared Finance Service for London Borough of Sutton and Royal Borough of Kingston upon Thames
3rd Floor, Civic Offices

St Nicholas Way
Sutton
Surrey
SM1 1EA