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From here you will be able to access premium content that is only available to PASA members including guidance documents, templates and technical updates

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Codes of Conduct

Please find below a series of documents relating to Codes of Conduct.

 

The codes

Associated Publications

Code of Conduct on Administration Provider Transfers

As the professional body that creates and promotes pension administration standards, PASA has a duty of care to ensure that its members act consistently and with integrity when changing pension administration provider.  Irrespective of the cause of the change, PASA believes that the transition should be managed in a professional manner between the providers to ensure the interests of the scheme and its scheme members remain paramount, the transfer is not unnecessarily delayed, frustrated or rendered ineffective and that service to members can be maintained.  It is recognised that the majori

Wed, 22/05/2013 - 22:45

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Code of Incentive Exercises for Pensions

Tue, 09/02/2016 - 22:30

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Code of Incentive Exercises for Pensions - Boundary Examples

Wed, 10/02/2016 - 00:00

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Code of Incentive Exercises for Pensions - Mark Up

Wed, 10/02/2016 - 00:00

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Guidance on Pensions Liberation

PASA is committed to the Pensions Regulators initiative around Pensions Liberation and was an active participant in the group of industry experts who helped to formulate the guidance on pensions liberation. See the Code of Practice.

Sun, 01/03/2015 - 23:45

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PASA Code of Professional and Ethical Conduct

As the professional body that creates and promotes pension administration standards, PASA has a duty of care to ensure that its members are professional and ethical.  The interests of pension scheme members, trustees, employers and society in general are best served where the industry exhibits the right behaviours.  With this in mind, PASA has established a Professional and Ethical Code of Conduct (the Code).

Tue, 01/09/2015 - 22:00

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