Agenda item

APF QUARTERLY COMPLIANCE REPORT

Minutes:

The Pensions Manager presented the Compliance Report for the quarter ending 31st December 2018.

 

He said that officers had been working with the scheme actuaries to identify change data in preparation for the valuation.

 

The project to clear the backlog of aggregation cases had been completed that week, the address-tracing project was reaching its final phase, and the Trivial Commutation project was underway.

 

Employer forums were held in January and February.

 

Staff had left and recruitment was in progress.

 

In reply to a question from the Chair, he said that no response had been received to the letter sent by the South West Area Pension Officers group to MHCLG and the Scheme Advisory Board seeing advice on how GMP cases where overpayments had been made should be treated.

 

The Chair was pleased to note the transparent reporting and good progress being made.

 

RESOLVED to note:

 

  1. membership data, Fund and Employer performance for the 3 months to 31st December 2018;

 

  1. progress and reviews of the TPR Data Improvement Plan.

 

Supporting documents: