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Standards

Associated Publications

1.1 Standards Guidance - Agreements - May 2014

An appropriate contract or letter of engagement should be the bedrock of the relationship between Administrator and client (trustee board or employer), providing clarity on the respective parties obligations to one-another. It sets out the obligations of each party and provides a framework from which each party can judge its delivery of its obligations. Where parties fall short of their obligations they have a clear resolution path set out to address the issue.

Thu, 01/05/2014 - 21:30

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2.1 Standards Guidance - Reporting - May 2014

The administrator is able to articulate the value it delivers by demonstrating and evidencing the performance of the administration service it delivers over time. Reporting is a means of engaging with sponsors and trustee boards. This supports the accountability of the administrator on the basis of “what gets measured gets managed”.

Thu, 01/05/2014 - 21:45

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2.2 Standards Guidance - Feedback - May 2014

Constructive feedback provides a basis of evidence and data upon which to assess services and identify where beneficial changes can be made. The administrator can receive feedback and consider how it responds to that feedback. 

Thu, 01/05/2014 - 21:45

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3.1 Standards Guidance - Operational Procedures - May 2014

Administration procedures which are documented and subject to rigorous control underpin a robust administration service and provide for service consistency and continuity as administration teams change. They prevent custom and practice habits being perpetuated and give a standard measure against which compliance with procedures can be monitored. 

Thu, 01/05/2014 - 21:45

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3.2 Standards Guidance - BCP - May 2014

Business continuity plans which are documented and regularly tested provide assurance that services can continue to be delivered and services remain available. Business continuity plans ensure that critical scheme data and records are secured, protected from destruction and available to enable services to be provided 

Thu, 01/05/2014 - 21:45

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3.3 Standards Guidance - Change Control - May 2014

Administration teams need to be able to deliver change without affecting normal service delivery. PASA does not expect administrators to undergo change for changes sake; however proactive identification of changes required is advantageous, PASA does expect administrators to ensure that they have procedures and mechanisms in place to be able to deliver change (both business and client change) without this affecting normal service delivery and to ensure systems and processes are legislatively compliant.

Thu, 01/05/2014 - 21:45

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3.4 Standards Guidance - Controls Assurance - May 2014

Independent controls assurance activities evidence the controls environment in existence and the organisations compliance with that control environment.

Thu, 01/05/2014 - 21:45

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4.1 Standards Guidance - Data Security - May 2014

PASA requires the provider to demonstrate their policy for ensuring data is kept securely and that they meet requirements of the Data Protection Act 1998. In addition to ensuring the security of data, administrators need to prove they can demonstrate the integrity of data and how they can maintain it in order meet the Pensions Regulator's data quality standards

Thu, 01/05/2014 - 21:45

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5.1 Standards Guidance - Induction Competency - May 2014

The staff recruited to undertake administration have skills and experience relevant to the complexity of work they are undertaking. This is as important for new staff as for existing experienced staff. All staff should understand why work is undertaken and should have the skills to determine whether automated outcomes are correct. 

Thu, 01/05/2014 - 21:45

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5.2 Standards Guidance - Staff Development - May 2014

An annual review process to set objectives and identify gaps in knowledge/training is essential in developing competence consistent with the needs of the organisation. A formal staff review and appraisal programme leads to motivated teams with clear goals and objectives

Thu, 01/05/2014 - 22:00

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A Guide to Accreditation

We have prepared this short guide to help applicants who are considering seeking Accreditation, and hope you find it helpful.  If you have further questions, please email these to info@pasa-uk.com.  

Wed, 12/07/2017 - 16:30

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Code of Incentive Exercises for Pensions

Tue, 09/02/2016 - 22:30

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Framework for the Award of PASA Accreditation

Mon, 01/10/2012 - 22:45

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General Statement of Administration Standards

PASA believes to enable good quality administration the delivering organisation needs to have its people and operational principles aligned to the same purpose, and work in partnership with trustees and/or sponsoring employers to deliver high quality outcomes to members. The following principles outline how this can be achieved:-   Assess Measure key aspects of the service and report appropriately Evaluate the quality of service by benchmarking  against PASA standards Measure the completeness and quality of data

Thu, 01/09/2011 - 21:30

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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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