Purpose. This paper explores the establishment of a National Pension Tracing Day in an attempt to address the national problem of employees not telling their pension provider when they change address, which has resulted in £19.4 billion in unclaimed pensions.
Design / Approach. This paper considers the approach taken by Punter Southall Aspire to build employee engagement to trace lost workplace pension through a summative content analysis. We then apply an ambidextrous leadership lens to develop greater meaning.
Findings. The combination of a simple narrative, a CSR approach allowing cooperation across the industry, and an engaging campaign allowed the first National Pension Tracing Day to build momentum and spread across the workplace.
Originality / Value. The first National Pension Tracing day was established 31st October 2021 by a small team within an SME. This paper attempts to raise awareness of how the lost pension challenge can be addressed for the purpose of future research.
Butler, SteveSmith, Simon M.
Oxford Brookes Business School
Year of publication: 2022Date of RADAR deposit: 2022-02-04