2023 Annual Report- Member and Employer Engagement

ENGAGEMENT WITH OUR SCHEME EMPLOYERS AND MEMBERS Our

OUR EMPLOYER STRATEGIC FOCUS GROUP

has consulted and engaged with employers on such items as the

Our Pension Awareness Week campaign in 2023 was read by circa

VALUATION and INVESTMENT STRATEGY

60,000

to gain insight and perspective; this continues to be run a biannual basis, hosted by our employer representatives.

MEMBERS

Transparency and information sharing

OVER

9,400

45%

MEMBERS

OF OUR MEMBERS are signed up to our online portal

Widely adopted self-service solutions

34

compared with circa 17,000 in 2022

Employers are advocates for the scheme

CLEAR COMMUNICATIONS We communicate with all our stakeholders in a clear, concise, relevant and effective way

WILTSHIRE PENSION FUND ANNUAL REPORT AND ACCOUNTS 2023

read our campaign on climate risk (COP27)

Members understand their benefits

INTRODUCTION Engagement with our scheme employers and members is an important priority for the Fund, and is an area with constant improvements and developments. We regularly quantify and review the effectiveness of our communications and engagement in order to inform our activities in this area going forward. This can come from a range of metrics, including statistics such as open and click rates on email campaigns, Wiltshire Pension Fund website and My Wiltshire Pension user activity, feedback surveys , My Wiltshire Pension sign up levels.

Several of our strategic goals have a strong link to engagement activities:

Employers are advocates for the scheme

We provide our employers with the tools they need to understand the scheme, both their responsibilities in terms of data provision, payment of contributions etc, and also the implications for their employers, our members. This can include things like employer training sessions, materials on our website, our annual employer forum (which offers a range of webinars on various topics), and our employer strategic focus group, for heads of finance/heads of the organisation.

The Pension Fund represents a major benefit for our members. Some of our work here includes our campaign in September 2022 for Pension Awareness Week. You can read more about this on our PAW 2022 pages.

Members understand their benefits

Widely adopted self-service solutions

Transparency and information sharing

We want to make things more efficient for both our members and employers, and enable them to self-serve wherever possible, to make things quicker and easier. Examples here are MSS (the self-service portal for members), which we are expanding to create more functionality, and i-Connect, the portal via which employers can upload information, improving the quality and accuracy of data held.

From our membership survey, we know that members care about how the money held to pay their pension is invested. We have expanded the amount of information readily available on our website, and carried out various campaigns to inform members and employers about what we are doing. We’ve also worked to make information more accessible, publishing shorter versions of reports and 1-page summaries, as well as using different tools such as online flip-books and animated videos.

WILTSHIRE PENSION FUND ANNUAL REPORT AND ACCOUNTS 2023

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