Work plan

The work plan for the Local Pension Board is set each year and sets out the topics to be discussed and reviewed at the meetings through the year.

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    Local Pension Board Work Plan 2024 (pdf 108kb)

    Date of meeting - 23 February 2024

    (i) Appointment of Local Pension Board chair
    (ii) Review of the Fund’s Investment Strategy Statement (ahead of consideration by the Pensions Committee on 15 March 2024)
    (iii) Review of the Governance Policy Statement (ahead of consideration by the Pensions Committee on 15 March 2024)
    (iv) Review of Communications policy (ahead of consideration by the Pensions Committee on 15 March 2024)
    (v) Review of Pensions Administration Strategy (ahead of consideration by the Pensions Committee on 15 March 2024)
    (vi) LGPS Conference Highlights
    (vii) Review of Responsible Investment policies

    Date of meeting - 24 May 2024

    (i) Update on Digital Services
    (ii) 2024-25 Service Plan
    (iii) CIPFA Pensions Administration Benchmarking Club 2023
    (iv) Draft Annual Report of the Local Pension Board for Pension Fund Report and Accounts

    Date of meeting - 6 September 2024

    (i) Review of internal controls and assurance reports
    (ii) Update on Fund end of year and benefit statement exercise
    (iii) Member Engagement Strategy
    (iv) Data Improvement Plan
    (v) Cyber security and business continuity update (green paper)

    Date of meeting - 6 December 2024

    (i) Annual Report and Accounts
    (ii) Review of Terms of Reference
    (iii) Local Pension Board Work Plan 2025
    (iv) Review of Local Pension Board Training Program

    Each meeting

    (i) Review of the Fund’s risk register (Also reviewed by the Pensions Committee biannually)
    (ii) Administration Performance and Key Performance Indicators
    (iii) LGPS regulations and Governance update
    (iv) Minutes from Pensions Committee
    (v) Update on Border to Coast Pensions Partnership


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