Market Volatility
Newham and Sutton councils are assessing pension fund performance amidst market volatility, while Newham also addresses housing project cost increases.
Newham Pension Fund reported a £60 million surplus and 103% funding level in July 2026, despite a negative 2.2% investment return over the quarter ending March 2026, as presented by investment advisors Barnett Waddingham LLP. Lambeth Council's Pensions Committee noted a quarterly performance update in July 2026, where market volatility is a factor in investment performance discussions. Sutton Pension Fund also maintained a £117 million surplus and 114% funding level in March 2026, with its Head of Pensions Administration highlighting the fund's buffer against market volatility.
Separately, Newham Council's Affordable Homes for Newham programme faced a £16.6 million cost increase across nine projects in November 2025, partly due to market volatility, according to a delegated Officer Key Decision. Councils are therefore navigating the impact of rapid and unpredictable changes in financial markets on both investment performance and project budgets.
Key facts
- Newham Pension Fund reported a £60 million surplus and 103% funding level as of March 2026, despite market volatility. Source
- Newham Pension Fund's total invested assets experienced a negative return of 2.2% over the quarter ending March 2026. Source
- Sutton Pension Fund's Head of Pensions Administration highlighted its £117 million surplus provides a buffer against market volatility in March 2026. Source
- Newham Council's Affordable Homes for Newham programme faced a £16.6 million cost increase in November 2025, partly due to market volatility. Source
About this summary
This summary was written automatically from our published stories and the council meeting records they draw on. It describes what councils have discussed and decided; it does not take a view on any decision. Each key fact links to the story it comes from. Updated 30 September 2026. Spotted a mistake? Email community@opencouncil.network.