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How KCC manages the funds it holds

10/10/2008



KCC is one of more than 100 local authorities in the UK to have deposits in three Icelandic banks. These have now gone into receivership. Here we explain how KCC manages the funds it holds in order to get a good return but with a minimum risk.

In common with all local authorities, we have working capital balances which we deposit for varying periods in financial institutions.

The emphasis is on protecting the money invested, so deposits are widely spread across 31 banking institutions.

The deposits made in these three Icelandic banks were based on the strength of the assessment from the independent rating agencies.

Deciding which banking institutions to use

KCC operates within all the rules relating to the deposit of council funds and full risk assessments are always carried out. We very regularly review which banking institutions we use.

We have regular meetings with Butlers, our advisers. They help us form a view as to which banking institutions KCC should place deposits with. Butlers provide this service to many local authorities. They use the three main independent financial rating agencies to inform their views.

KCC's deposits in the three Icelandic banks

As at 7 October we manage £482 million, including £16 million of Fire funds and £145 million of Pension Fund money.

The money we had deposited with the three Icelandic banks totalled £50 million out of a KCC budget of £2.6 billion and Pension fund of £2 billion. The money was deposited as follows:

  • 3 investments with Glitnir totalling £15 million
  • 4 investments with Landsbanki totalling £17 million
  • 6 investments with Heritable Bank totalling £18 million

Across the country many local authorities have deposits with these banks totalling an estimated £1 billion.

Recovering our money

Glitnir and Landsbanki have been taken over by the Icelandic government. Heritable, which is Icelandic-owned but based in the UK, has gone into receivership.

With the action being taken by the Icelandic government there is a good chance that we will recover our deposits, which were due to be repaid at different points during the next year.

We are also supporting the Local Government Association in its discussion with central government to seek a solution in protecting the local government family with regard to these investments.

Financial control

We have rigorous financial controls in place which are regularly reviewed by internal and external auditors. Our Treasury Strategy is agreed as part of the annual budget process.

Copyright Kent County Council 2008