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 2023 (pdf 496kb)

    Date of meeting - 24 February 2023

    (i) Appointment of Local Pension Board chair

    (ii) Review of the Pension Fund Risk Register, including deep dive – Staffing and system resources are insufficient to adequately meet the needs of the Pensions Service

    (iii) Review of the Fund’s Investment Strategy Statement (ahead of consideration by the Pensions Committee on 17 March 2023)

    (iv) Review of the Governance Policy Statement (ahead of consideration by the Pensions Committee on 17 March 2023)

    (v) Review of Communications policy

    (vi) Review of Pensions Administration Strategy

    (vii) Update on the 2022 Actuarial Valuation

    (viii) 2023-24 Business Plan

    (ix) LGPS Conference Highlights

    (x) Review of Responsible Investment policies

    Date of meeting - 26 May 2023

    (i) Review of the Pension Fund Risk Register, including deep dive – Cyber Security

    (ii) Cyber Security Policy

    (iii) Update on Digital Services

    (iv) 2023-24 Service Plan

    (v) LGPS Regulations and Governance update

    (vi) CIPFA Pensions Administration Benchmarking Club 2022

    (vii) Draft Annual Report of the Local Pension Board for Pension Fund Report and Accounts

    Date of meeting - 15 September 2023

    (i) Review of the Pension Fund Risk Register, including deep dive – Failure to ensure adequate data presence and quality

    (ii) Review of internal controls and assurance reports

    (iii) Update on Scheme Employer Year End Return exercise

    (iv) Member Engagement Strategy

    (v) Data Improvement Plan

    Date of meeting - 1 December 2023

    (i) Review of the Pension Fund Risk Register, including deep dive – Regulatory changes are not implemented correctly

    (ii) LGPS Regulations and Governance update

    (iii) Annual Report and Accounts

    (iv) Review of Terms of Reference

    (v) Local Pension Board Work Plan 2024

    (vi) Review of Local Pension Board Training Program

    Each meeting

    (i) Review of the Fund’s risk register

    (ii) Administration Performance and Key Performance Indicators

    (iii) Minutes from Pensions Committee

    (iv) Update on Border to Coast Pensions Partnership


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