Appendix I: Action Plan from Service Plan 2006/2009

Key Objective: To support staff

Implementation Strategy

Develop and retain staff by:

providing appropriate learning opportunities
encouraging secondments
rewarding and recognising staff

Review team structure

Communicate with and consult staff

Output or Performance Measure

Number of training hours

Increased staff retention

Increased attendance

Staff survey

Timescale

March 2007

Responsibility

Head of Investment and Pensions

Key Objective: To Excel Customer Care

Implementation Strategy

Implement communication strategy

Improve communications with members by:

Communicating tax and LGPS changes
Issuing benefit statements to more members and earlier
Use of on-line communication
Use of plain English.

Improve communications with employers by:

Communicating tax and LGPS changes
Use of on-line communication
Service level agreements

Increasing transparency of Funds’ performance

Output or Performance Measure

Increased number of tasks processed within target timescales

Increased number of members receiving benefit statements

Member and employer satisfaction

Retention of Charter Mark

Timescale

March 2007

Responsibility

Pensions Administration Manager

Key Objective: To Improve Efficiency and Stewardship

Implementation Strategy

Review internal processes

Review Fund costs

Explore ways to increase income

Review investment of charities

Output or Performance Measure

Improved service delivery

Increased number of tasks processed within target timescales

Improved overall investment return

Reduced costs / increased income

Reduced number of different charity funds

Timescale

March 2007

Responsibility

Investment Manager, Fund Accounting Manager, Pensions Administration Manager

Key Objective: To Encourage Membership

Implementation Strategy

Improve employer communications and identify potential employers

Promotion of Fund by induction courses, roadshows etc

Review policy of admitting employers

Review potential of shared services by:

taking lead on issues
promoting relationships
formulating plan/ strategy

Adopt revised admission policy

Output or Performance Measure

Number of employer visits

Number of visits to the website

Number of induction presentations and roadshows

New entrants/average age

New admitted bodies with guarantors

Timescale

March 2007

Responsibility

Pensions Administration Manager

Key Objective: To Promote a Healthy and Sustainable Environment

Implementation Strategy

Review the Fund's Socially Responsible Investment and Corporate Governance policies

Review existing and potential investments

Review internal practice

Output or Performance Measure

Report

Reduced paper storage/filing

Timescale

March 2007

Responsibility

Investment Manager