Issue - meetings

7.1       The Committee considered a report introduced by Paul Punter who drew the Committee’s attention to the following points:

1)    Performance of the Pensions Administration team has remained consistently high.

2)    The red and amber activities for May 2023 at Appendix 1 relate to transfers and people changing roles.

3)    Help desk performance as seen at Appendix 2 relates to the service currently being delivered by Orbis however Surrey is keen to end this service and therefore from April 2024, the service will be brought in-house.

4)    The annual benefits statements project is one of the biggest annual projects undertaken by the team and of the 140 active employers, 120+ active employers are fully on i-Connect.

5)    There have only been 12 end of year returns this year with data fully collected for 9 and therefore targeting the end of July for completion of statements which is ahead of the statutory date at the end of August.

7.2       The Committee discussed bringing the help desk in-house and its potential effect on the Pensions Administration team.

7.3       The Committee RESOLVED to note the updates.