PASA GMP equalisation communications survey

We want to hear from pension schemes themselves about communicating GMP equalisation.

At PASA we've formed a Communication Sub-committee to help schemes communicate about GMP equalisation. What are your biggest concerns / headaches / barriers around communications? Your input will help us make sure our guidance hits the spot.

The survey will take you no more than 3 minutes. All responses are anonymous.

Question Title

1. Please tell us what your role is

Scheme Manager or similar

Employer-nominated Trustee / Director

Member-nominated Trustee / Director

Independent Trustee / Director

Trustee Secretary

In-house scheme communications manager or similar

Other (please specify)

Question Title

2. At what stage of GMP equalisation are you? [select all that apply]

If you represent more than one scheme, please answer in respect of one.

Pre-reconciliation

Working on reconciliation

Finished reconciliation

We're reviewing our data

Early planning of equalisation/understanding what lies ahead

We're well under way with our planning for equalisation

We have decided our equalisation method and timing

We're well under way with implementing equalisation

I don't know what stage we are at

None of the above (please describe)

Question Title

3. Where are you in planning your approach to communicating GMP equalisation to members? [Select all that apply]

We haven’t yet worked out what our communications approach is

We have a reasonable idea of our communications approach

We have a firm plan of what we will communicate, to whom and when

We have started delivering our communications approach

We have started delivering our communications approach, and we’re using it as a catalyst to review some of our other communications

Question Title

4. What have you told your members about GMP equalisation? [Select all that apply]

We have provided an update/holding statement, such as in our newsletter and/or on our website

We have produced digital content, such as videos

We have produced specific mailings

We haven’t communicated GMP equalisation to our members

Question Title

5. Where would you rank the level of effort you anticipate will be needed by your scheme to communicate GMP equalisation?

Light touch

Quite involved

Significant project

Question Title

6. How would you describe the resource you have available to support communicating GMP equalisation?

We handle all our communications ourselves, and won't need any help for this

We usually handle our communications ourselves, but for this we will need extra help

We will be looking to use our specialists / advisers

PASA GMP equalisation communications survey

Question Title

* 1. Please tell us what your role is

Question Title

* 2. At what stage of GMP equalisation are you? [select all that apply]If you represent more than one scheme, please answer in respect of one.

Question Title

* 3. Where are you in planning your approach to communicating GMP equalisation to members? [Select all that apply]

Question Title

* 4. What have you told your members about GMP equalisation? [Select all that apply]

Question Title

* 5. Where would you rank the level of effort you anticipate will be needed by your scheme to communicate GMP equalisation?

Question Title

* 6. How would you describe the resource you have available to support communicating GMP equalisation?

Question Title

* 7. In a few words could you describe the biggest area of concern you have about communicating GMP equalisation that we should cover in our guidance.

1. Please tell us what your role is

2. At what stage of GMP equalisation are you? [select all that apply]

If you represent more than one scheme, please answer in respect of one.

3. Where are you in planning your approach to communicating GMP equalisation to members? [Select all that apply]

4. What have you told your members about GMP equalisation? [Select all that apply]

5. Where would you rank the level of effort you anticipate will be needed by your scheme to communicate GMP equalisation?

6. How would you describe the resource you have available to support communicating GMP equalisation?

7. In a few words could you describe the biggest area of concern you have about communicating GMP equalisation that we should cover in our guidance.