Treasury Management Update Quarter 3 2023/24

February 21, 2024 Cabinet (Cabinet collective) Key decision Approved View on council website

This summary is generated by AI from the council’s published record and supporting documents. Check the full council record and source link before relying on it.

Summary

Shropshire Council's Cabinet reviewed the treasury management activities for the third quarter of 2023/24 on 21/02/2024. The Cabinet approved recommendations noting the economic environment, the council's borrowings and investments, and performance within prudential indicators. The decision also noted that reducing cash balances indicates a need for external borrowing in 2024/25.

Full council record

Purpose

The report outlines the treasury management activities of the Council in the third quarter of 2023/24.

Decision

RESOLVED:

That Cabinet reviewed the position as set out in the report:

a)              Reducing cash balances, the result of the Council’s long term financial management approach, indicates a need to take out external borrowing during 2024/25, as reflected in the Treasury Management Strategy 2024/25. This brings to an end a period of strong cash balances which have enabled reduced capital finance costs over the last 10 years.

b)              Noting the summary of the wider economic environment and the Council’s borrowings and investments set out in Appendix A

c)              Noting the performance within prudential indicators for quarter 3, 2023/24 (Appendix B)

Supporting Documents

Appendix A - Monthly Investment Report December 2023 - Cabinet 20240221.pdf
Appendix C Prudential Borrowing Schedule - Cabinet 20240221.pdf
Appendix D Economic Background and Borrowing Update - Cabinet 20240221.pdf
Treasury Management Update Quarter 3 2023.24-18122023 1516.pdf
Appendix B Prudential Indicators for Quarter 3 - Cabinet 20240221.pdf

Details

OutcomeRecommendations Approved
Decision date21 Feb 2024
Effective from29 Feb 2024
Subject to call-inYes