Annual Benefits Statement Engagement Survey

We are asking our contributing, Local Government Pension Scheme members to complete a brief survey to help us improve the Annual Benefit Statement.

We would like our members to have a good understanding of their pension entitlements and to be satisfied with the level of information being delivered. To achieve this, we are seeking your views on how the benefit statement could be improved.

The survey will take approximately 3 minutes and the results will be used to shape our benefit statements going forward.

Thank you for taking the time to submit your feedback.

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* 1. Who is your Local Government Scheme Adminstrator?

Shropshire County Pension Fund

Staffordshire Pension Fund

West Midlands Pension Fund

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* 2. What age category do you fall into?

Under 25

26 - 35

36 - 46

47 - 54

55 or over

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* 3. Do you know what income you are likely to receive in retirement?

Yes

I haven't thought about retirement yet.

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* 4. Did you know that each year you receive an Annual Benefit Statement from the LGPS?

Yes

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* 5. Did you know that your statement is now produced online rather than posted to your home address if your administering authority is Shropshire County Pension Fund or West Midlands Pension Fund?

Yes

N/A as my pension provider is Staffordshire Pension Fund

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* 6. How often do you check your statement?

At least once a year

I do check my statement but not on an annual basis

I don't check my statement

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* 7. If you do check your statement, do you understand it?

I do not check my statement

Yes

No - Please use the box bellow to tell us what part of the statement you find difficult to understand.

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* 8. If you do not check your annual statement, please tell us why?

I didn't know that a statement was produced annually.

I don't understand the statement.

There is too much information on the statement.

There isn't enough information on the statement.

I'm not interested in pensions.

There is too much jargon.

N/A I do check my statement.

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* 9. What do you value most on your statement? Please select all options that apply.

What the current value of my pension is now.

A detailed breakdown of how my pension is calculated.

Death benefits for dependants/nominees.

Retirement projections at your state pension age.

Lifetime Allowance information for tax purposes.

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* 10. What would you value on your statement that is not currently included? Please select all options that apply.

Retirement projections at 55 (for thoses aged under 55).

Current retirement estimate including any reductions for early payment (for thoses aged 55 or over).

An indication of the maxium lump-sum options on retirement.

Other (please specify).

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* 11. Can you think of anything we can do to improve your statement?

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* 12. Would you be interested in taking part in any focus groups to improve the benefit statement?

Yes

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* 13. If you have answered Yes to Q12, please provide the following contact information:

Name

Email Address

Phone Number