Welcome to the Members section of the website

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

Click on the menu above to see the full range of information available to you.

Guidance

As the number of Defined Contribution (DC) schemes grows, good administration and stewardship is essential.

We have written our series of DC guidance documents to provide best practice, help administrators understand interdependencies in a DC relationship and consider risk ratings to support good DC governance.

PASA’s annual statement of governance is a blank template for layout and content purposes, which can be branded with your own organisation’s logo.

GMP Guidance

Associated Publications

A call to action for trustees and Scheme Administrators

Wed, 20/01/2016 - 16:15

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A guide to Accreditation

We have prepared this short guide to help applicants who are considering seeking Accreditation. We have set out the answers to questions which have arisen through the pilot stage. We hope you find them helpful.  However, if you have further questions, please email these to info@pasa-uk.com.  

Tue, 01/10/2013 - 21:30

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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 note 4

Mon, 29/02/2016 - 09:00

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Guidance note 5

Mon, 29/02/2016 - 09:00

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Guidance note 6

Mon, 29/02/2016 - 09:00

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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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Policy and Strategy Update (November 2014) - Guidance Guarantee

Sat, 01/11/2014 - 23:15

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Risk Matrix

Risk management is an area that is increasingly important in pensions administration. We are developing a risk matrix tool which can help you to carry out a high level assessment of current risks within your scheme. You can download the current version of the risk matrix tool below. 

Thu, 01/09/2011 - 21:15

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Slides phase 2

Mon, 29/02/2016 - 00:00

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