Serving Members
Exploration. Innovation. Change.
Our members and OPTrust are facing rapid change and our desire is to be the best in the world. We will do this through exploration, innovation and continuous improvement to keep pace with the changes facing our members. We are privileged to serve our members and want to find even better ways to make the journey to retirement and retirement itself worry-free. We aim to make every interaction with our members remarkable and in 2017 we made major inroads toward that end.
Through our very successful member-direct approach, we were ranked among the top-ten defined benefit pension plans globally, with a service score of 87 out of 100 from CEM Benchmarking Inc., an independent global benchmarking group. At the same time, our members gave us a solid 9 out of 10 as a measure of their satisfaction with the services we provide; rating us on knowledge, dependability, accuracy, courtesy and timeliness.
Delivering Remarkable Service
In 2017, we continued to improve on delivering Annual Pension Statements to members well ahead of the June 30th legislated deadline, adding more relevance to the information we provide. In addition, we delivered just under 37,000 newly legislated Retired Member Statements to retirees and had an opportunity to update spousal and beneficiary information for those retirees whose information had changed. For active members, we delivered on a wide range of services like: pension information sessions, one-on-one counselling for members who visited our offices, webinars, telephone counselling on complex topics like withholding taxes, commuted values, actuarial buybacks and much more. In 2017, we handled higher-than-normal pension transaction volumes. In addition, changes to the government’s post-retirement insured benefits created a large increase in call volumes.
2017 Highlights

Top 10
CEM global defined benefit service ranking

93%
satisfaction rate in information sessions

online transactions

9/10
average member satisfaction score

49
pension information sessions in different cities and towns

in-person counselling sessions

email notices (reporting and informational items)

Over $1B
total pension benefits paid

20 seconds
response time (calls handled)

member requests received and processed
86%
of member requests processed within service standards
telephone counselling events