Agenda item

10.55am

Report of: Vicki Green, Pension Services Manager

The Board are invited to review the latest Administration Report as presented to the Pension Fund Committee on 6 March 2026, including the latest performance statistics for the service and an update on staffing.

Vicki Green, Pension Services Manager presented the Administration Report

 to the Pension Fund Committee on 6 March 2026 which included the latest performance statistics for the service and an update on staffing.  She advised of the following:

·       The team had processed 10,369 cases which included 7,101 new cases, from October to December, completing 79.9% of work and carrying forward 3,300 cases.  Performance against KPI’s was 79.4% with agency staff helping to manage workloads.

·       A new member self-service portal, Engage, was launched in January 2026, requiring all members to reregister.  Communications were planned to encourage sign up, and trade unions and employers were offered support to promote the portal.

·       Employer monthly returns were processed with 96.5% checked within the SLA, and data quality scores remained high. 

·       Significant progress had been made on the McCloud remedy project, with nearly 20,000 records reviewed and ongoing work taking place to identify any unaggregated membership.  The project remained on track for completion in August 2026.

·       There were nine vacancies in the team, with four agency staff covering those gaps.

The Board expressed their concerns regarding the ongoing challenging of recruiting and the costs associated with continued use of agency staff.  Mark Smith advised that workplace planning would be addressed in greater detail later on in the agenda.

The Board noted the report.