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  • System Transition

West Midlands Pension Fund are pleased to announce Equiniti as their new pension administration system delivery partner from April 2023!

Bookmark this page to keep up to date with important news and information over the course of the transition to Compendia Employer Self-Service (ESS)

System Transition

Welcome

This web page is your one-stop shop to keep up-to-date with all things related to the transition to the Fund's new administration system (Compendia Touch), along with employer (ESS) and member self-service (MSS) websites, delivered by Equiniti. We will be going live with Compendia Touch, ESS and MSS in April 2023.

November 2022

Training sessions are now available to book!

The first group of virtual and on-site Employer Self-Service training sessions have been scheduled, commencing in December 2022. We strongly encourage every current Employer Hub user to attend at least one webinar or face-to-face session for each topic. The full suite of training is accessible here, or you can click on the dates and times in the table below to be taken to each specific session. Please note that each presentation of a specific topic is a repeat, so you will only need to attend one session for each topic, but you are more than welcome to attend multiple presentations of the same topic if you wish.

Virtual Training Sessions
1. General NavigationTuesday 13/12/2022, 10:00 amTuesday 13/12/2022, 1:00 pmThursday 15/12/2022, 9:00 amThursday 15/12/2022, 2:00 pmFriday 13/01/2023, 9:30 amTuesday 17/01/2023, 11:00 am
2. Data SubmissionFriday 20/01/2023, 9:30 amTuesday 24/01/2023, 11:00 am    
3. Running EstimatesFriday 03/02/2023, 9:30 amTuesday 07/02/2023, 11:00 am    
4. ReportingTuesday 28/02/2023, 10:00 amThursday 02/03/2023, 2:00 pm    
 
At Fund Offices
General navigation & reporting (AM)Wednesday 22/03/2023, 10:00 amThursday 30/03/2023, 10:00 am    
Running estimates & data submission (PM)    

August 2022 Update

We are currently working closely with EQ to create an employer platform that works for you. The transition Employer Self-Serve (ESS) platform will bring many benefits, not least: 

  • Efficiencies through greater automation 
  • Greater levels of management information 
  • Refined member changes and leaver notification processes (workflows) 
  • Self-serve employer contact updates 
  • Secure, two-way messaging between the Fund and ESS users 
  • Scheme information at your fingertips 
  • Enhanced dashboards for improved error resolution 

In addition to the above enhancements, users will still retain the ability to complete the following tasks: 

  • Maintain your own ESS users 
  • Run member benefit estimates 
  • Submit monthly contribution data and joiner information 
  • Search for member records 

As well as a new employer platform, EQ are delivering a new pension administration system for WMPF (Compendia Touch) and a new member platform - Member Self- Serve (MSS) with the transition date for all users (WMPF, employers and members) set for April 2023. Our Member Services Team will be reaching out to all members over the coming months to support them in the transition. 

To ensure that the transition to Compendia, ESS and MSS goes as smoothly as possible, we are asking all employers to act now to ensure that the data we hold for you and your members is accurate, so please, if you haven't already, complete the following tasks: 

  • Submit your 1 April 2014 to 31 March 2021 McCloud Data - the last date that the process will be availble for the submission of this data is Wednesday 30th November 2022.
  • Log into Hub and run the following reports; Contact List , Active Member List, and the Hub User Report - check them for accuracy and notify us of any changes 
  • Ensure your monthly data submissions and contributions are up to date 
  • Ensure that you have no outstanding joiners 
  • Ensure that you have no outstanding leavers 
  • Notify us of any significant employer changes; for example, academy conversions, academy trust changes, large-scale member movements, existing contracts ceasing, new contracts awarded 

During this period of transition, the Fund will work closely with employers to ensure that expectations and requirements are effectively communicated, planned for, and actioned. Please be alert to the fact that current and future submission requirements may be subject to change, but the Fund will provide appropriate training and support to help you prepare for the transition to the new portal and its processes; keep your eye on future communications about the transition and share the details of any training sessions with individuals at your organisation who will need to attend.

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