Staff Management, Trusts, Pensions Used By John Lewis And Marks And Spencer

IntroductionCompany is doing is not an isolated incident as it
Marks and Spencer (M& S) is a companyoffered similar bonuses in the year 2006. Last
based in Britain. It is one of the most successfulyear it gave seventy three million pounds in
retailers in the United Kingdom with about sevenbonuses to its employees. (Staff writer, 2007)
hundred and sixty stores all over the world. ItM& S do not mind such generous
was founded by Michael Marks and Thomascontributions to go to their members of staff in
Spencer and has Sir Stuart Rose as its Chiefterms of bonuses because the team has
Executive. Some of the countries in which thepredicted increases in he profits they receive.
retail sores are found include Japan, Switzerland,Besides, the company's shares have almost
Kuwait, India, Poland, Italy, Saudi Arabia, Indonesia,doubled in the Stock exchange indicating that it is
Turkey, and Jersey among others. Most of thein steady rise and can afford to give mouth
stores are found in the UK i.e. they are fivewatering schemes and bonuses to employees.
hundred and twenty in number. The companyThe Company has a problem when it comes to
deals in the sale of clothing items and also in thepension schemes. This is due to the fact that the
food sector. Other items that the company sellsCompany recorded a deficit of about seven
include household items, furniture, electronics andhundred and four million in 2007. This means that
other technological devices, it also engages in thethere must be strategies to solve the problem.
sale of coffee. The company has been relativelyThe Company has put in place a scheme that
successful in the industry and even recorded aallows it to deal with all the one hundred and
profit of one billion pounds about nine years ago. Ittwenty three members' expecting pension
was however faced with a crisis in the year 1998,payments from it. Members of staff normally
but it has since recovered from this crisis and isreceive a specific fraction of their salary for
no on a stead rise again. (Faragher, 2007)every year that they have worked for M &
The company has been well known for some ofS. (Sparrow, 1994)
the policies it offers to its consumers. One of theThe company has done this through collaboration
policies was that items can be refunded back towith the M & S pension scheme fund. Here,
customers as long as they had receipts even ifM& S gives out property to the pension
the products had been purchased a long time ago.scheme fund then this same property is leased
The Company recorded a profit of slightly overback to the retailer as the company pays back
half a billion pounds in the year 2006. M& Sthe pension deficit for a period of fifteen years.
also boasts of having a large employee base-itThis scheme will enable the pension fund to be
has close to seventy one thousand staffself sufficient because if the retailer is unable to
members under its wing.make payments, then the property is redirected
John Lewis was a company is also another retailto the fund. This is the breakdown of payments
chain of stores that is slightly smaller than themade by the Company with regards to pension
former mentioned Company. John Lewis (JL) hasschemes for the past two years
one hundred and twelve super markets and2006- forty million pounds in the first quarter
twenty six stores under its name. There are2007- five hundred million
sixty eight thousand employees working for theAnother plan which the company has implemented
Company. JL is well known for the way it sharestowards the pension scheme is through direct or
profits, partnership with emeployees and equity.indirect contribution from emeployees' salaries.
Marks and SpencerThe Company has issued out three alternatives
Staff management at Mark and Spencerto members of the pension scheme; members
Marks and Spencer is well k own for the kind ofcould decide not to contribute any amount at all
management system that it adopts. This is oneto the pension scheme and could consequently
of the major contributors towards its corporatereceive very low rates on their pensions, or
identity. Corporate identity is a crucial part of anymembers could give about seven percent of their
business because it is what customers recognisesalary in the next three years and lastly,
about the Company. M& S prides itself in themembers could also choose to neglect payments
fact that it has a very strong corporate culture.but they must put a limit on the level which their
This simply means that the Company has beenpensioned salaries will reach. This method of
having a strong sense of culture and managementsolving the pension deficit problem puts the choice
skills. This has even led to some emulation fromin the employee's hands. If they choose to
certain companies with reference to M&S.contribute from their salaries, then they will earn
However, this does not men that staffmore pensions in the end and if they decide not
management at the Company has not had someto, then the amount received will be very low.
flaws. This was especially visible when theJohn Lewis
Company was forced to close down stores inStaff management at John Lewis through
parts of France. This occurred due to the factcooperation with staff
that there were inadequacies about the benefitsJohn Lewis most outstanding feature when it
and job protection offered by Marks and Spencercomes to employees is the fact that the
yet the same incentives were what the CompanyCompany is a worker-coop. This means that
had become identified with. The Company alsomembers of staff are part owners of the
failed in communicating adequately to staffCompany. There are set rules and principles on
members prior to closure. This meant that theoperation o the Company by the employee trust.
Company had found itself in bridge of the law andThere are several benefits that have resulted
had therefore revealed weaknesses in itsfrom such an arrangement, the first one being
management system. (Dale, 2001)that employees perform to their maximum
Trainee Management Schemes in Staffpotential. This is because they will not look at
managementconsumers and buyers as a means towards an
This kind of scheme has earned the Marks andend, but they will consider them as an income
Spencer Company an award from the Times.source. They give them utmost attention because
This was ion recognition of the fact that thethey realise that there are direct benefits that
Company employs a high number of graduates tocome from increased sales. (Guerby, 2006)
work for them. It was given position seventeen inThe motivating factor behind this kind of
this category for this role.treatment is the fact that employees realise that
This kind of scheme normally involves provision ofsuccess of the business means success for them.
training for graduates who may be new to theOther types of emeployees simply do not care
company or those who may have worked forbecause they know that whether sales are low or
the company before but are interested inhigh, they will still get their salaries. Productivity of
developing themselves within the organisation. Thismembers in John Lewis staff is quite high because
training lasts for a period of twelve months. Butof the reasons mentioned above. This model was
before one becomes an accepted trainee withinadapted after it had been discovered that most
the company, they pass through rigorous trainingprofessional businesses that were successful were
and selection before gaining access into thepartly owned by workers, these included
Company.accounting firms, law firms, medical practitioners
First of all, applications are done openly andand others. Other benefits of co ownership
transparently through the internet. This method isinclude;
quite appropriate because it ensures that all people- Standards have been raised in the retail industry
who are interested gain access to the processbecause of co ownership and competition
without segregation. All applicants do this through- Retailers are able to have professional
a Communication Centre belonging to Marks andautonomy
Spencer.  After sending their applications to the- Retail workers can come together and
Centre, applicants are required to do aexchange ideas on best retail practises
psychometric test. Those who pass the test will- It places a lot of emphasis on human capital as
be deemed capable of performing managerialthe most vital asset thus showing that property
tasks.rights theories in economics are true.
The tests come in two categories. The first isJohn Lewis has served as a role model in this
numerical while the other is verbal. The purposeregard for companies who plan on adopting this
of providing two types of tests is to give a fairkind of partnership. One such example of a
chance to differing personalities. This is a verycompany is the cosmetics company and chain
crucial aspect of any fair recruitment process.store Lush which is preparing to follow the JL
Reason being that some people are bubbly anddirection. (Armitage, 2007) Most people may be
talkative and may seem quite impressive duringmisguided by the term co ownership and may
the verbal tests yet such people may be verymistake this to mean that decision making is slow
poor at performing tasks. The numerical tests areand more emphasis is placed on sustaining the
also important in analysing other types ofrelationship of the company members rather than
personalities. Some people may be shy andgetting any work done. On the contrary, decision
withheld during verbal interviews. Others maymaking is not delayed in the Company because
panic suddenly and consequently loose composure.the company does not have any stakeholders
This other types of tests allow M& Sexternally. This means that it can focus on long
management to zero in on the most suitableterm decisions instead of making choices that
candidates and overcome initial barriers insuite the short term. (Guerby, 2006)
selection. (Berry, 2007)Pension scheme arrangements
Applicants are then subjected to an OccupationalJohn Lewis has some challenges in the
Personality Test. This type of test aims atadministration of pension schemes. This is because
investigating what type of personality thein the year 2002, the Company had a deficit of
applicant possesses. This is because managerialabout two hundred million. Yet at that same time
positions can only be done by certain types ofthe company's assets in the pension scheme fund
personalities. Not everyone is cut out for this kindwere about one billion yet liabilities were 0.18 billion
of position. People who take up managerialmore. The Company was however optimistic that
positions must be leaders. This means that theythose differences were caused by changes in
must be influential and must be able to affect themarket forces. (Cope, 2002)
actions of other members of staff towardsSome of the workers in the company began
achievement of the goal. This is the reason whyregistering complaints that John Lewis was
the test is done as the last thing during thefocusing mostly on pension schemes as the
application.amount that was going into the fund was rapidly
Finally, members who get accepted into theincreasing. However, this was not the case with
Company undergo rigorous training for a period ofbonuses. So they were requesting for more funds
one month. The reason why the duration isinto the bonus schemes rather than pension. The
slightly long is because the Company would likeCompany decided to examine the issue and
trainees to be well equipped for the challengeschange payments because members whose ages
that lay ahead in the managerial positions whichwere far from retirement preferred receiving
they will hold. This Company has the advantagemore bonuses and fewer pensions than vice
of having young members of society working forversa. The Company had close to sixty thousand
it thus encouraging injection of new ideas andemeployees under its wing. All the emeployees
brainstorms. A company that is characterised byare considered as co owners in the Company.
young people working for it is quite progressive(Cope, 2002)
and always incorporates new and creative ideasSalaries and payments to workers
of doing things. The Company also hasJL has put in place a policy that allows employees
unconventional ways of management because ofto receive a level of performance salary plus the
recruiting young staff members to work for it.commercial rate that is prevalent at that time. In
Customer service training in staff managementthe year 1998, workers received a bonus of
The Company uses a method called Mary Goberapproximately two thousand pounds more than
to train its staff members. This helps memberstheir salaries. This was a considerably good level
of staff to be on top of their game when itof pay because most workers in retail worked
comes to treatment of customers. This impliesfor very long hours and earned little. This meant
that staff members become very well versed inthat the government had to chip in to be able to
treatment of customers and service delivery iscover this difference in payment through income
improved. What the training normally providessupport payments. But this was not the case for
members of staff is that they are able to treatJL employees who are catered to adequately.
customers in a friendly way; they are also able toShown below is a summary of earnings in that
give courtesy to customers and to show themyear
that they are interested in serving them. InTotal employees 41,100
addition, members of staff are also equipped withFull-time employees 24,800
the knowledge to serve customers in the bestPart-time employees 16,300
possible way. This means that they are able toTotal employees, weighted for part-timers 31,000
answer any questions asked by clients and theirPartnership bonus GBP 57.0 mill
abilities are maximised. (Thomson, 2003)Pay (before bonus) GBP 371.3 mill
Members of staff are required to attend seminarsIn the year 2007, the Company had one fifty five
where they are informed on how to deal withmillion in bonuses for all its employees. This was
consumers. These kinds of seminars are commonabout eighteen percent of what partners receive
in most of the stores that are affiliated to thein their salary. This was a record increase of
chain stores. Consumers and other parties have ittwenty nine percent of what partners got in the
easy when they require details about certainyear 2006.
issues in the Company because they are able toThe Company has also instituted a mechanism for
identify members that have undergone trainingdistributing profits as follows; JL removes a
because they normally wear a brooch on items ofpercent of the profits earned, this is fifteen
clothing.percent of the amount earned in profit. The rest
Charity Awards for volunteer employees –is then invested back in the business and used for
staff managementoperation costs or expansion processes. However,
Marks and Spencer has a programme that hasthere are also net assets that are left behind and
been put in place called Mark and Start. Thisthese are the one that should be allocated to
programme aims at involving most members ofshareholders.
staff in volunteer efforts especially towards theAcceptance of critism from employees at JL
disadvantaged in society. In so doing, employeesThe Company has instituted a system that
identify with the Company and it creates a strongattempts to control how managers perform. This
sense of loyalty and commitment to Mark andis done through anonymous letters that are
Spencer.published internally in a magazine belonging to the
The Company gives awards to those who haveCompany. Employees can be able to register any
performed well in charity work. This can beproblems or complaints that they may have and
regardless of the fact that the volunteer workcan therefore bring about change in the Company.
was done outside of work time. Awards are also(Maund, 2001)
given to those who support a Breast CancerManagers themselves are required to respond to
Campaign or to those who work with local issuesthese anonymous letters in a manner that is
that may need assistance. Normally what thetruthful. They are also supposed to treat each
Company does, is that it receives applicationsmember with respect regardless of their status in
from is employees. These employees are thethe Company. Such an attitude contributes
ones who feel that they have participated well intowards employee satisfaction and ensures that
Charity events. In the year 2006, there wereall staff members feel like they are part of the
about three hundred and fifty applicantsteam in spite of the amount they earn or skills
interested in receiving awards. The Company thenthey posses.
follows set criteria to determine who is mostThis level of transparency could be the treason
suitable for an award and in which category willwhy the JL partnership is quite a success at this
that person fall under. This process is done withmoment. Managers who accept public scrutiny and
the assistance of experts in that area, one suchcritism ensure that they are at their best
example is the Charity Aid Foundation. This latterbehaviour to minimise these critisms and to make
mentioned group also examines applications anda good name for themselves. Consequently,
gives its recommendations to M&Scritisms raise the standard because managers
management concerning judgements. (Staffknow that they are subject to correction.
writer, 2007)Consultation with staff management
Such awards are a conscious effort in use by theJohn Lewis is well known for giving its staff the
M& S Company to ensure that itsability to influence decisions and actions in the
employees feel appreciated as any awards givencompany through creation of democratic bodies.
to them are an indication that the CompanyOne such body is the Partnership Council that is
recognises their efforts ad is willing to boot thesemade up of all the members of staff. This body
efforts through awards. Employees willhas a board and together, members have been
reciprocate this sign of care through more outputgranted the power to change management they
in the Company.feel unhappy with after intense consultation. This
Payroll giving Schemes – staff managementis especially due to the fact that the Partnership
The M&S has receives awards from theCouncil even has the mandate to vote out a
charity Aid Foundation (CAF) for having payrollChairman. This type of management style
giving scheme in place. These awards are given toensures that there is accountability as managers
employers who engage in causes that are gearedare kept on their toes. Some administrators like
towards employee motivation and support. For anPersonnel director Tracey Killen have even pointed
employer to qualify for an award, they need toout that they have to rigorously adjust to such a
be offering a payroll giving scheme. The first thingmethod because every move they make is
given to such Companies is a logo to indicate thatsubject to scrutiny.
it has implemented such a scheme. Then theIn line with this kind of attitude, John Lewis gives
company is given an award depending on theits line managers relative autonomy to go about
degree which it rewards its employees. This canits business. Most of the decisions are independent
be ranging from bronze awards. These areand it is only when the matter is very serious
awards that are given to employers who paywhen the line managers involve the Human
relatively few employees using this scheme, thenResource Department. This also means that the
there are the silver and gold awards given tocompany is not trying to create an image as
employers who engage slightly more than thebeing a good employer to the rest of the world
bronze category and also for those who engageor to other competitors; instead it focuses its
the highest percentage respectively. M& Senergies on internal practices.
fell in the gold category and has shownOther benefits offered by the Company
commitment towards staff management andJohn Lewis caters for its partners through
motivation.introduction of certain schemes designed to boost
IT systems that protect pension scheme detailsemployee's plans and ensure that they can
On 5th May, this year, the Company lost a laptopachieve some of the goals that they have set.
that had a lot of information regarding staffThe first benefit is the ‘Bonus Save' scheme.
member's pension scheme details, names,Here employees are allowed to invest some or
addresses and other personal details. Thistheir entire bonus as shares to the respective
potentially put all the people who were enlisted incontributor. The maximum allowable investment is
the laptop at risk of identity theft if a person withabout four thousand five hundred pounds.
a hidden agenda accessed the information in the(Faragher, 2007)
laptops. But the Mark and Spencer Company hadThe ‘golden Jubilee trust' is another benefit
come up with a strategy in Informationthat comes with the Company. Here employees
Technology to protect their employees. Theare allowed to work for any charity vent for long
Company had installed passwords to protect thedurations and may still be paid for the duration
laptop and this meant that information could notwhen they were away. The company also gives
be easily accessed without having a go aheadawards for participation in charity events and
from relevant authorities. This simple yettherefore shows care and concern towards its
effective method of protecting personalemeployees that establishing a sense of loyalty
information ensured that no one faced identityamongst them. ‘Once in a lifetime'- This is a
theft and that they were secure. Such kind oftrip that can be undertaken by members in the
protection by the Company contributes towards apartnership who have formed a group or clubs
feeling of security among employees andand societies. Members who apply for funds can
consequently leading to motivation.go to a destination of choice which they have
Personal loans and other types of loansnever visited all their lives.
The Company offers a number of loans for itsIncentives to retired members of the Company
employees towards the system. The Companyare also given. Here, members are given benefits
offers a low interest rate on such loans for itseven after retirement. Some incentives include
employees. This is 8.9 % for loans that rangeaccess to financial loans, a monthly magazine and
between ten thousand and twenty thousandalso a reunion lunch. Lastly, the Company allows all
pounds. The firm does not charge any extramembers of staff to ask for flexible workers
charges for the loan regardless of time. This is ahours regardless of marital or family
relatively fair deal for its employees becausecommitments. This means that even if one does
most people complain of spending most of theirnot have children or other commitments, they
time and resources towards servicing the loancan be granted flexible working hours. (Faragher,
rather than clearing the whole debt. M& S2007)
recognises this inadequacy in loaning systems andConclusion
solves it by providing affordable cover. (Berry,The two companies examined above have played
2007)their parts in providing pension benefits to their
The Company has also instituted a number ofemployees, engaging them in trusts and also in
buying plans for employees who are need ofmanagement styles. John Lewis is identified with a
purchasing certain items. One such example is theflexible management style and coop ownership.
Car buying plan. The loan is replayed at a veryMark and Spencer is identified with provision of
low rate. This is probably because thesegood benefits to its emeployees and allowances.
payments can be deferred. M& S allows up(Maund, 2001)
to sixty percent of the loan to be differed.Reference:
There are several other types of loan schemesCope, N (2002): John Lewis weighs final salary
offered by M and S that are all designed towardspensions revamp; the Independent (29th April)
ensuring that employees can plan for their futureGuerby, L. (2006): John Lewis and school reform;
or they can implement important projects in theirRetrieved from accessed on 1st January 2008
lives. This kind of commitment by the CompanyArmitage, J. (2007): Lush to adopt John Lewis set
gives members of staff the feeling that theyup; retrieved from accessed on 1st January 2008
have strong back up and that the Company isFaragher, J. (2007):  John Lewis Partnership;
committed towards their progress. Some otherworking in partnership; Personnel Today Magazine
schemes that available in the Company include(17th April)
Holiday Home Safe, Fixed Rate Savings, Save andStaff writer (2007): Marks and Spencer: neat
invest, Travel Money and other types of buyingpension fund arrangement; Insurance Business
plans.Review
Provision of good pension schemes and bonusesBerry, M. (2007): Mark and Spencer to revamp
to employeesfinal pension scheme; retrieved from accessed on
The Company rewards its employees through1st January 2008
bonuses after the Company has recorded a riseDale, M. (2001): The Art of HRD: Developing
in profits. This was witnessed this year when theManagement Skills        , Vol. 3, Crest
Company recorded approximately one billion inPublishing House, New Delhi
profits. The profits were an indication of the salesSparrow, P. and Hilltop, J. (1994): European Human
recorded this year and they were around eightResource Management; Melbourne Press
point eight billion pounds. These profits need to beMaund, L. (2001): An Introduction to Human to
enjoyed by the members who contributed theHuman Resource Management: Theory
most to its delivery, these are the employees.And Practice: Macmillan, Palgrave
Mark and Spencer took a large portion of thisMaundy, L. (2001): An Introduction to Human
amount and gave back to staff members. ItResource Management: Theory and Practice:
gave them eighty million pounds in bonuses.Macmillan, Palgrave
The bonuses will be enjoyed by all members ofThomson, C. and Rampton, L. (2003): Human
staff in the country. There are about seventyResource Management. Melbourne press, New
thousand of them. However, the Company willYork
give different amounts to different members ofSparrow, P. and Hilltop, J. (1994): European Human
staff depending on the weight of their job. ForResource Management in
example the Chief executive is due to receiveTransition: Prentice Hall, New York
about 1.23 million pounds more that his personalMaund, L.
salary which is close to a million pounds. What the