The Assistant Director – Pensions presented a report to update the Authority on the Pensions Administration Improvement Plan.

Members probed around whether we have any idea on the software provider’s timetable to implement the functionality needed to address all the elements in the McCloud Remedy which need to be applied to scheme members.

The Assistant Director – Pensions responded that a plan is being pulled together outlining the key elements to assess if the latest development is successful. While we can't set a timetable yet, we're identifying all potential actions to be ready when we can. With the McCloud implementation extended to August next year, we're hopeful we can comply. The current functionality should support much of the rectification work however we cannot yet estimate how much will require manual intervention so the testing will clarify this.

Members sought assurance that we were not the only pension fund awaiting these software updates and asked when we will know if the August target is unachievable.

The Assistant Director – Pensions responded that many other pension funds using the same software are in the same position and that she is hopeful that the latest delivery will allow us to understand the scale of the work by the end of September.

RESOLVED: Members

1. Noted and commented on the 2025/2026 plans for Administration improvement that are in place.
2. Agreed the Data Quality Improvement Plan 2025/27 at Appendix A.
3. Agreed the Dashboard Matching Criteria Policy at Appendix B.