Our advice will ensure that the Council meets all of its obligations under the legislation, statutory guidance and the CIPFA codes of practice. We provide templates for the Treasury Management Policy Statement, annual strategy reports and regular performance reports, as well as assisting clients to calculate and set sensible Prudential Indicators.

We conduct a full 'health check' of all your treasury management procedures in order to review your treasury management practices.

We provide advice about the robustness of your systems, the effectiveness of your decision making process, and the adequacy of the level of reporting. We provide a report measuring your treasury management procedures against the requirements of the CIPFA Code of Practice, and also against established best practice used elsewhere. This is particularly important with the publication of the revised Code of Practice.

We also provide advice on the effectiveness of your cash flow forecasting.