THIS POLICY IS CURRENTLY UNDER REVIEW

WHILST THE POLICY IS UNDER REVIEW, THE CONTENT HAS BEEN CONFIRMED AS REMAINING CURRENT PRACTICE

pdf Investment Policy (476 KB)

  • Applies to all staff
  • Should be read when considering all capital projects and revenue investments
  • Sets out criteria for assessing and prioritiing investment
  • Link to Care Delivery Service Operating Plans
  • Does not apply to pensions, Heads On Trust Charity or other funds connected to the Trust
  • Includes guidance on significant transactions
  • Includes overview of the role of the Committee functions and structure for making investment decisions
  • Should be read in conjunction with the Trust Standing Financial Instructions but includes summary of financial delegation limits

If you would like to see the Equality & Human Rights Impact Analysis (EHRIA), please click on the link.

pdf EHRIA - Investment (348 KB)