Our Values

Our Mission

'Making membership worthwhile'

Our Goals

To improve pension provision in the charitable and voluntary sector
To provide employers with their pensions solution of choice
To provide the best possible pension for the contributions recieved
For our members to be proud to be part of The Pensions Trust
For our workforce to say The Pensions Trust is a great place to work

Our Values

Each value can be demonstrated in a variety of ways. The examples below are behaviours identified by the workforce which could illustrate values in practice.

Customer Focused

- We focus on our customers' needs, not our shareholders'.
- We are friendly, approachable, supportive, understanding
and responsive.
- We take pride in, and are passionate about what we do.
- We offer a very high level of service.
- We listen and learn from our customers.
- We are not fake, upset, unhappy, confused, disgruntled
nor do we lead our customers up the garden path.

Cost Effective

- We need to be efficient and look for cost savings.
- We need to make shrewd decisions.
- All our actions need to be competitive.
- We must be consistent in our approach to efficiency.
- We must be accurate - get it right first time.

- Always look for good use of resources.
- Our budgeting must be robust.
- We must act with prudence.

Committed

- We need to be engaged as employees.
- We care about our customers and fellow employees.
- We do what we say we are going to do.
- We are persistent in our pursuit of success at The
Pensions Trust.

Integrity

- We need to do ‘the right thing’.
- We must consider the interests of others and show
respect for their views.
- We must be honest and act with integrity.
- We need to be fair in all our dealings.
- We must always offer the option of ethical
investments.

Innovative

- Being pro-active and creative.
- Accepting new ideas.
- Not sticking with the norm.
- Challenging current processes/traditional methods.
- Always looking and thinking about the future.
- Being one step ahead of the competition.

Inclusive

- Working towards one goal and one vision.
- Working as a team.
- Having a consolidated front and a sense of direction.
- Demonstrating an honest and friendly approach with
each other.
- Being aware of what is happening in other teams
(especially across sites).
- Taking ownership of the business (us instead of them).
- Establishing partnerships with customers.
- Embracing diversity in all we do.