East Sussex Pension Fund Annual Employers Forum Pension

The Leadership Team Andrew Marson Head of Pensions Administration • • Joined Surrey in

Pensions Administration Headlines Actives 22, 894 Deferred Members 30, 693 Pensioners and Dependants 20,

Pensions Helpdesk myhelpdeskpensions@surreycc. gov. uk • Team stabilised with permanent positions • Strengthened expertise

Pensions Administration Headlines • Annual Benefit Statements • Valuation Extract • Data quality improved

Employer Engagement & Education • Communications Strategy • Increased Employer Training • Employer Portal

Pensions Administration Challenges ü Improve the quality of the member data Ø Assurance of

Pensions Administration Strategy Vision The outstanding provider of exceptional LGPS Administration Mission Excellent service

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East Sussex Pension Fund Annual Employers Forum Pension Administration 29 th November 2019 Andrew Marson

The Leadership Team Andrew Marson Head of Pensions Administration • • Joined Surrey in February 2019 Career in Pensions Previously held leadership roles at Pensions Trust, Equiniti, and JLT Specialising in service transformation Clare Chambers Service Delivery Manager • • • Joined Surrey in June 2018 Started in Pensions in 2002 at West Sussex County Council Held team manager roles at Mercer and Capita Tom Lewis Support & Development Manager • Joined the Pensions • team in October 2018 • Previously team leader • and project manager • Qualified Practitioner in • Agile. PM Beth Evans Pensions Helpdesk Supervisor Started as a Helpdesk officer in 2016 Promoted to Supervisor 2017 BSc degree in International Business

Pensions Administration Headlines Actives 22, 894 Deferred Members 30, 693 Pensioners and Dependants 20, 443 Cases Processed 18, 042 Service Levels Average 95% + Employers 130+ Administration Staff 17 FTE

Pensions Helpdesk myhelpdeskpensions@surreycc. gov. uk • Team stabilised with permanent positions • Strengthened expertise with senior appointments • Great results for majority of enquiries

Pensions Administration Headlines • Annual Benefit Statements • Valuation Extract • Data quality improved – but still much to do • GMP reconciliation • 3 robots ! • Improved member self service

Employer Engagement & Education • Communications Strategy • Increased Employer Training • Employer Portal – Increase Self Service • Digital Data Exchange • Employer Issues Log

Pensions Administration Challenges ü Improve the quality of the member data Ø Assurance of accuracy Ø Enable efficiency ü Rewrite procedures Ø Best practice Ø Industry Standard ü Future-proofed service model Ø Resilience Ø Excellent service Ø Scalable

Pensions Administration Strategy Vision The outstanding provider of exceptional LGPS Administration Mission Excellent service from expert people and an engaging selfservice which our members and client partners value.

Pensions Administration Programme

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