Appendix 2
Helpdesk performance
for last 12 months

Quarterly performance assessed against the scoring mechanism with rectification plan for underperformance including penalty clauses for sustained underperformance.

 

 

 

Main Helpline for ESPF

Period

First time fix

Call answer time

Abandoned call rate

Email response time

GOLD TARGETS

85%

75%

5%

100%

October 22

85%

47%

8%

68%

November 22

82%

73%

1%

60%

December 22

85%

92%

0%

66%

January 23

87%

86%

1%

97%

February 23

84%

88%

1%

96%

March 23

86%

86%

1%

100%

April 23

87%

82%

1%

100%

May 23

87%

88%

1%

100%

June 23

85%

92%

0%

100%

July 23

87%

93%

0%

100%

August 23

89%

92%

0%

100%

September 23

85%

93%

1%

100%

 

 

Website Helpline                                                                                                                                                

Period

First time fix

Call answer time

Abandoned call rate

Email response time

GOLD TARGETS

85%

75%

5%

100%

October 22

100%

51%

15%

70%

November 22

95%

51%

5%

100%

December 22

100%

69%

0%

100%

January 23

100%

80%

2%

100%

February 23

100%

77%

2%

100%

March 23

100%

76%

1%

100%

April 23

100%

66%

2%

100%

May 23

100%

60%

3%

100%

June 23

100%

82%

2%

100%

July 23

100%

72%

2%

100%

August 23

100%

79%

3%

100%

September 23

100%

78%

2%

100%

 

 

 

 

 

 

 

 

Monthly transaction volumes

Month

Telephone Calls

Email’s Processed

Call Back’s

Total

October 22

736

1,050

17

1,803

November 22

513

1,660

25

2,148

December 22

518

875

6

1,399

January 23

1,064

1,302

15

2,381

February 23

923

1,308

10

2,241

March 23

1,077

1,439

13

2,529

April 23

1,024

1,114

6

2,114

May 23

1,157

1,561

10

2,728

June 23

934

1,441

15

2,390

July 23

969

1,352

9

2,330

August 23

1,027

2,005

15

3,047

September 23

819

1,486

17

2,322

 

 

 

 

 

Top five reasons for calls

Month

Self Service Activation

Login issues

Claim form guidance

Option guidance – member

Update Address

Leaver form received

Progress check - Actual

Progress check - Quote

Document  or Form enquiry

Other

Oct 22

 

3rd

2nd

4th

 

1st

 

 

5th

 

Nov 22

4th

3rd

2nd

 

5th

 

 

 

1st

 

Dec 22

4th

5th

2nd

 

 

3rd

 

 

1st

 

Jan 23

1st

2nd

4th

 

3rd

 

 

 

5th

 

Feb 23

4th

2nd

1st

 

 

3rd

 

 

5th

 

Mar 23

2nd

3rd

1st

 

 

4th

 

 

 

5th

Apr 23

5th

2nd

1st

 

3rd

 

 

 

4th

 

May 23

1st

2nd

3rd

 

4th

 

 

 

 

 

Jun 23

5th

2nd

1st

 

3rd

 

 

 

 

4th

Jul 23

 

 

 

 

 

 

 

 

 

 

Aug 23

 

 

 

 

 

 

 

 

 

 

Sep 23

 

 

 

 

 

 

 

 

 

 

We are initiating a possibility of using a Chatbot (robot) as an online support tool to help with FAQs.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone survey

 

Questions raised by email within 24hrs of call where a caller says they are willing to complete a short survey:

1.    How easy was it for you to contact the Pensions Helpdesk today?

2.    How confident are you that your question was resolved or will be resolved in the relevant timelines?

3.    Based on your recent experience how strongly would you recommend using the Helpdesk to a colleague?

4.    How satisfied were you with your overall experience today?

 

Question No.

1

2

3

4

Star Rating

1  2  3  4  5

1  2  3  4  5

1  2  3  4  5

1  2  3  4  5

October 22

N/A

N/A

N/A

N/A

November 22

0  0  0  2  6

0  0  0  2  6

0  0  0  1  7

0  0  1  1  6

December 22

0  0  0  3  54

0  1  3  9  44

1  0  2  5  49

1  1  1  8  46

January 23

1  1  7  10  98

3  4  6  21  83

0  5  2  16  91

1  6  1 19  92

February 23

0  0  6  25  96

7  3  12  18  87

2  5  11  12  97

2  4  15  13  93

March 23

1  0  6  18  112

7  3  10  22  95

1  5  8  18  104

1  5  8  18  105

April 23

1  3  5  13  76

10 1  11  13  64

3  3  9  14  69

5  3 10  13  67

May 23

0  17  18  136

8  5  8  31  110

3  4  7  19  127

3  7  8  18  125

June 23

2  1  2  11  85

7  2  6  16  70

6  2  1  13  78

7  1  4  13  75

July 23

1  0  2  9  101

5  5  4  14  85

5  2  3  12  91

5  4  3  11  88

August 23

0  1  8  18 126

3  2  15  15 118

2  3  8  20  120

2  5  7  17  120

September 23

0  1  3  14  94

5  4  5  17  81

2  4  4  18  84

2  7  3  17  83

 

Note: 5 Star is the highest and therefore best rating

 

 

An additional question was asked about how many times have your called in connection with your enquiry?

 

Month

First Call

Second Call

Third Call

Fourth or more

October 22

N/A

N/A

N/A

N/A

November 22

?

?

?

?

December 22

40

12

2

3

January 23

99

11

7

1

February 23

91

26

6

4

March 23

100

29

3

6

April 23

82

14

1

2

May 23

131

18

10

3

June 23

79

9

5

8

July 23

84

17

5

6

August 23

113

29

5

6

September 23

82

20

6

4

 

The Surrey Pensions Helpdesk was taken in-house from 25 November 2022.

ESPF have agreed to bring the Pensions Helpdesk in-house on 1 April 2024.