2012/2013 A Year in Pension Administration

1. 2012/2013 A Year in Pension Administration Lisa Webb Team Leader, Benefits

2. Membership Team • Dawn Clutton – Team Leader • SonuCopson – Senior Pension Officer – A-K • Chris Holmes – Senior Pension Officer – L-Z Transfers in and out, Financial Advisor Information, Divorce • AmarjitPowar – Pension Officer – A-F • Frank Harding – Pension Officer – G-N • Sharan Mundey – Pension Officer – O-Z New Starters, Deferred Benefits, Maternity, Unpaid Leave, Changes (hours, address, name etc) • JagdeepTiwana – Modern Apprentice

3. Benefits Team • Lisa Webb - Team Leader • Linda Radley – Senior Pensions Officer – A-K • Ian Morris – Senior Pensions Officer – L-Z Retirements, Deaths with dependents, AVC Benefits • Carly Cleary – Pensions Officer – A-K • Holly Gallan – Pensions Officer – L-Z Estimates, Deferred benefits into payment, Deaths with no dependents, HRMS Payroll Input

4. External Support • Alistair Wickens – Senior Pensions Officer • Anthony Hall – Pension Officer Firefighters Pension Scheme, Valuation Support • Kelly Harrow – Senior Pension Officer • Georgina Wallsgrove – Pension Officer Communication, Employer Support, CT117 reconciliation • Sue Lloyd – Pension Officer Front of office administration

5. Email – pensions@warwickshire.gov.uk name@warwickshire.gov.uk Membership Team – 01926 412682 Benefits Team – 01926 412234 External Support – 01926 412186 www.warwickshire.gov.uk/pensions

6. This year • 2974 New records created • 710 Opt outs • 1358 Preserved benefits • 258 Transfers in • 113 Transfers out • 730 Retirements • 271 Deaths

7. AnyQuestions