Vision To continuously develop and improve our services, to put our customers at the heart of everything that we do and to ensure that sufficient resources are available to pay pension benefits when they fall due  Business Plan 2026/27 - 2028/29

 

 

Objectives Maximise investment returns, manage scheme funding, provide excellent customer care and ensure effective Fund governance
Key Activities Those additional activities identified as essential in the next 3 years to enable delivery of our vision and objectives
Funding Income monitoring Investment Implementation of new investment strategy Pensions review conclusions Pooling investment opportunities Governance LGPS Fit for the Future
Administration McCloud remedy Pensions Dashboard Access and Fairness LGPS scheme improvements (access and protections)
Business Improvement Improve self-service functionality Process automation
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


                                                                                         

Resources
People Highly skilled & knowledgeable Focussed on customer service Motivated & committed Hybrid working Continual training & development Systems & Data Systems and technology fit for purpose Evolving procedures & systems Accurate information & data External Support Actuary Legal Advisers Border to Coast Pensions Partnership Custodian Fund Managers Investment Consultant and Independent Adviser Software providers Any other 3rd party service providers