Surrey Local Pension Board - Friday 20 February 2026, 10:00am - Surrey County Council Webcasts
Surrey Local Pension Board
Friday 20 February 2026 10.00am
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Speaking:
Agenda item :
Start of webcast
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Dir - Pensions (LGPS)
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Cllr Richard Tear
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Dir - Pensions (LGPS)
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Cllr Jeremy Webster
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Cllr Richard Tear
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Cllr Jeremy Webster
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Cllr Richard Tear
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Hd - Resources
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Tim Evans
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William McKee
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Tim Evans
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Hd - Investment & Gov
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William McKee
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Tim Evans
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Hd - Investment & Gov
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Tim Evans
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Seat 16
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Cllr Richard Tear
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Tim Evans
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Trevor Willington
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Hd - Resources
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Tim Evans
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Hd - Resources
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Tim Evans
Agenda item :
8 Customer Operations Overview
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- 04 - 1 - LPB 20260220 - Customer Operations Summary
- 04 - 2 - LPB 20260220 - Quarterly Performance Summary - Annexe 1
- 04 - 3 - LPB 20260220 - Quarterly Performance Trend Analysis - Annexe 2
- 04 – 4 – LPB 20260220- Q2 Terminated Case Summary - Annexe 3
- 04 - 5 - LPB 20260220 - Q3 IDRP PO & Breaches - Annexe 4
- 04 - 6 - LPB 20260220 - Complaints Summary - Annexe 5
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Hd - Customer Ops
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Tim Evans
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Hd - Customer Ops
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Tim Evans
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Hd - Resources
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Hd - Customer Ops
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Tim Evans
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Hd - Customer Ops
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Tim Evans
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Hd - Customer Ops
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Dir - Pensions (LGPS)
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Tim Evans
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Cllr Jeremy Webster
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Hd - Customer Ops
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Tim Evans
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Hd - Customer Ops
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Seat 14
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Tim Evans
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Hd - Customer Ops
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Dir - Pensions (LGPS)
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Tim Evans
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Seat 14
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Tim Evans
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Trevor Willington
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Hd - Customer Ops
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Tim Evans
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Hd - Customer Ops
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Tim Evans
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Hd - Customer Ops
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Tim Evans
Agenda item :
9 PENSION ADMINISTRATION STRATEGY
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Snr Mng - Service Delivery
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Tim Evans
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Snr Mng - Service Delivery
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Tim Evans
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William McKee
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Trevor Willington
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Tim Evans
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Hd - Customer Ops
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Trevor Willington
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Hd - Customer Ops
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Snr Mng - Service Delivery
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Tim Evans
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Hd - Customer Ops
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Tim Evans
Agenda item :
10 Risk Register Update 2025/26 - Quarter 3
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Hd - Investment & Gov
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Tim Evans
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Principal Auditor
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Tim Evans
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William McKee
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Hd - Investment & Gov
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Tim Evans
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Trevor Willington
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Hd - Investment & Gov
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Hd - Customer Ops
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Hd - Resources
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Trevor Willington
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Dir - Pensions (LGPS)
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Trevor Willington
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Dir - Pensions (LGPS)
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Tim Evans
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Cllr Jeremy Webster
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Hd - Investment & Gov
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Tim Evans
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Hd - Investment & Gov
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Tim Evans
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Hd - Investment & Gov
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Tim Evans
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Principal Auditor
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Tim Evans
Agenda item :
11 Surrey Pension Fund Internal Audit Progress Report - Quarter Three (01/10/2025 - 31/12/2025)
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Principal Auditor
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Tim Evans
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Siobhan Kennedy
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Tim Evans
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Hd - Customer Ops
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Siobhan Kennedy
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Hd - Customer Ops
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Siobhan Kennedy
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Principal Auditor
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Tim Evans
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Principal Auditor
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Hd - Customer Ops
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Principal Auditor
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Tim Evans
Agenda item :
12 SPT POLICY REVIEW: COMMUNICATIONS POLICY STATEMENT 2026/27 AND TRAINING POLICY 2026/27
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Hd - Resources
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Tim Evans
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William McKee
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Tim Evans
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Dir - Pensions (LGPS)
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Tim Evans
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Dir - Pensions (LGPS)
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Hd - Customer Ops
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William McKee
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Hd - Resources
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William McKee
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Hd - Resources
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William McKee
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Tim Evans
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Hd - Resources
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Tim Evans
Agenda item :
13 RECENT DEVELOPMENTS IN LGPS (BACKGROUND PAPER)
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Dir - Pensions (LGPS)
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Tim Evans
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Hd - Customer Ops
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Tim Evans
Agenda item :
14 Exclusion of the Public
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- Minutes Public Pack, 14/11/2025 Surrey Local Pension Board, opens in new tab
- 01 -1 - LPB 20260220 Glossary Actions Tracker & Forward Programme of Work, opens in new tab
- 01-2- LPB- 20260220 Action Tracker Annexe 1, opens in new tab
- 01-3-LPB 20260220 Forward Programme of Work Annexe 2, opens in new tab
- 01-4- LPB 20260220 - Glossary Annexe 3, opens in new tab
- 02-1-LPB 20260220 Summary PFC, opens in new tab
- 02-2--LPB Proposed governance for SPPA - Annexe 1, opens in new tab
- 03 - 1 - LPB 20260220 - Surrey Pension Team Overview Update (Cover Report), opens in new tab
- 03 - 2 - LPB 20260220 - Surrey Pension Team Dashboard Annexe 1 PDF, opens in new tab
- 04 - 1 - LPB 20260220 - Customer Operations Summary, opens in new tab
- 04 - 2 - LPB 20260220 - Quarterly Performance Summary - Annexe 1, opens in new tab
- 04 - 3 - LPB 20260220 - Quarterly Performance Trend Analysis - Annexe 2, opens in new tab
- 04 – 4 – LPB 20260220- Q2 Terminated Case Summary - Annexe 3, opens in new tab
- 04 - 5 - LPB 20260220 - Q3 IDRP PO & Breaches - Annexe 4, opens in new tab
- 04 - 6 - LPB 20260220 - Complaints Summary - Annexe 5, opens in new tab
- 05-1-LPB 20260220 Pension Administration Strategy Cover Report, opens in new tab
- 05-2-LPB 20260220 Draft Pension Administration Strategy V1.0- Annexe1, opens in new tab
- 05-3-LPB 20260220 Consultation response summary- Annexe 2, opens in new tab
- 06 - 1 - LPB 20260220 Risk Register Cover Report, opens in new tab
- 06-2-LPB 20260220 Risk Register Q3 OVER 12s Annexe 1, opens in new tab
- 06-3-LPB 20260220 Organisational chart - Senior Managers - Annexe 2, opens in new tab
- 07-1-LPB -20260220- Internal Audit Progress Report, opens in new tab
- 07-2-LPB 20260220- Internal Audit Progress report Feb 26 – Appendix A & B, opens in new tab
- 08-1-LPB -20260220 Review of Communications Policy Statement report & Training Policy, opens in new tab
- 08-2-LPB-20260220 - Communication Policy Statement - Annexe 1, opens in new tab
- 08-3-LPB-20260220 Training Policy – Annexe 2, opens in new tab
- 09-1-LPB-20260220-Recent-Developments-in-LGPS, opens in new tab