Agenda item

The Pensions Manager presented the report.

He drew the attention of Members to the information given in section 6.4 about the introduction of new reports following the completion of the Task Workflow Project and the setting of new RAG standards. A high proportion of internal performance was shown as below standard on the current reports. This was a result of reduced staff availability and high workload during the period. Revised work targets and the appointment of additional officers the restructuring of Pensions Administration should lead to improvement against KPIs in future reports.

Workload remained high. Of the 6,067 cases outstanding a third were being held up by the need to wait for Regulations. The Employer Relations Team will be focussing on encouraging employers to submit information earlier and clarifying with them what information is required.

In reply to questions from Members he stated:

• up to now the 50/50 scheme did not appear to be working as intended; it had not reduced the level of opt-outs and was being taken up by some high earners

• the £250 penalty fine, issued to employers who breached the limit for data queries and who had not attended training, had been proposed in the Administration Strategy; the trigger level applied to performance at year end; in 2014/15 117 employers had breached the level, so the latest figure of 31 was a big improvement

[Shirley Marsh left the meeting at this point].

RESOLVED to note:

1. Membership data, Employer Performance and Avon Pension Fund Performance for the 3 months to 31 December 2016.

2. Progress and review of the TPR Data Improvement Plan.

3. Risk Register.