The CIPFA (Chartered Institute of Public
Finance and Accountancy) Code of Practice for Treasury Management
recommends that Members be updated on treasury management
activities regularly (annual, mid-year and quarterly reports). This
report therefore ensures this Council is implementing best practice
in accordance with the Code.
Decision type: Key
Reason Key: Policy Framework & Budget;
Decision status: Recommendations Approved
Wards affected: (All Wards);
Notice of proposed decision first published: 03/11/2023
Decision due: 12 Mar 2024 by Cabinet
Lead member: Cabinet Member for Finance & Resources
Lead director: Deputy Chief Executive
Department: Corporate and Support Services
Contact: Lorna Soufian, Corporate and Support Services Email: lorna.soufian@stockport.gov.uk Tel: 0161 474 4026.
Consultation process
A consultation report went to CRMG in November
2022 ahead of the formulation of the Treasury Management Strategy
and Annual Investment Strategy for 2023/24
Forward Plan Reference: F&R30
Equality and/or Environmental Impact Assessment: This is a quarterly performance report on the Treasury Management Strategy and Annual Investment Strategy for 2023/24. An Equality Impact Assessment was undertaken for the initial Strategy report presented to Members in February 2023
Relevant Scrutiny Committee for the purpose of call-in: Corporate, Resource Management & Governance