Strategic Business Plan Example
This document is intended to provide an example business plan that trustees and sponsors can use for the next one to three years for their pension scheme.
Our experience has been that many schemes already have a document that is called a “business plan”, but in many cases this is actually a calendar of actions which is largely made up of routine and compliance items and deadlines. Whilst this is a very useful document on its own it is unlikely to help you deliver your long term goals.
Our survey into good pension scheme governance highlighted that around one-third of pension schemes have a business plan with SMART* objectives and a strategic focus.
*Specific, Measurable, Achievable, Relevant, Time-bounded
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