PASA Annual Conference 2026

An experienced pensions professional, Sharon Bellingham has 30 years' DC pensions experience across a wide range of disciplines. She joined Scottish Widows in 2020, is a member of the Master Trust Scheme Strategist Committee, and works closely with the Board of Trustees. Sharon is also a member of the Pensions UK Master Trust Committee and Chair of the ABI Master Trust Network.

Taylor is Regulatory Theme Lead for Administration, Dashboards, and Cyber at The Pensions Regulator (TPR). In this role, Taylor leads regulatory strategy to strengthen scheme administration, improve data quality, and embed cyber resilience across the UK pensions landscape.

With a background in public service pensions consultancy and third-party administration, Taylor has previously driven major workstreams on dashboard readiness, data governance, and administration transition. Drawing on experience with schemes, technology providers, and government, Taylor champions industry best practice and is committed to delivering better outcomes for savers through strong governance and resilient systems.

Senior Strategic Change Manager, Alzheimer's Society

Laura leads Strategic Change in the Corporate Partnerships team, helping partners improve support for customers and staff affected by dementia through inclusive design and lived experience insight. With a background in fundraising, she previously worked on the Society's Insurance United Against Dementia campaign, collaborating with senior industry leaders to build partnerships and raise awareness of dementia's impact. With almost 20 years' experience in the charity sector, including roles at UNICEF and RNID, Laura is driven by a commitment to improving the lives of vulnerable people.

Chris Connelly's role at Heywood encompasses strategy right across the pension landscape. Chris has over 30 years' experience, starting in pensions administration and evolving into solution and service design across 3 continents.

Chris has previously worked on many industry initiatives including:

• helping draft TPR's data quality guidelines and reporting,
• seconding into the Pensions Dashboards Programme (PDP) at MaPS, to ensure direct, practical experience was built into the industry infrastructure, standards and legislation,
• advising PDP as a member of MaPS' Pensions Dashboards Advisory Group,
• chairing a collaborative group of industry software providers to help input into the PDP, PASA and wider engagement with the Regulators.

After being with PASA since inception, he was appointed Director in March 2025.

In 2022, his contributions to the pension industry through his work in PASA and MaPS were recognised by the readers of Pensions Age, awarding him the "Pensions Personality of the Year".

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Chief Executive Officer, LPPA

Jo joined LPPA in April 2019 and oversees all aspects of the business to deliver LPPA's vision to be the pension administration partner of choice for the public sector. Jo has been pivotal in establishing firm foundations across LPPA and is now focused on using technology and developing our people to transform the experience of members, employers and our partner clients.

Jo has a wealth of experience, starting her career training to be an actuary in pensions consultancy, before moving to life assurance. She has held various senior roles in IT, business transformation, strategy and finance in both financial services and retail organisations including the Co-operative Group.

Client Project Lead, XPS Group

Matt is a highly respected pensions administration, data and technology specialist with a proven track record of driving innovation, improving data quality, and delivering impactful client-focused solutions. He works with Trustees on large administration projects, providing a holistic approach that supports client's strategic goals, as well as leading the XPS Pensions Dashboards Programme.

With 20 years' experience spanning administration, data strategy, and insurance, Matt previously held leadership roles including Chief Growth Officer at Capita Pension Solutions and Data Strategy & Services Leader at WTW. Prior to this Matt was Director at ITM, shaping market engagement and driving proposition development across the industry.

Matt is recognised as a champion for industry progress and professional development. He co-founded NextGen Pensions, a volunteer-led organisation dedicated to nurturing diverse future leaders in the pensions sector.

A skilled communicator and respected industry voice, Matt contributes insight on pensions data quality, operational transformation, and the future of member engagement.

Equiniti

Andrew Doyle is an experienced leader in the pensions and financial services sector, with more than 20 years' experience delivering complex programmes and driving successful organisational outcomes. As Head of Public Sector Portfolio at Equiniti, a role he has shaped over his 15 year tenure with the company, Andrew is responsible for overseeing all public sector delivery, including major transformation and implementation programmes.

In his current role, Andrew leads the teams responsible for delivering Equiniti's public sector implementation programmes, with a focus on building capability, enhancing delivery excellence, and supporting clients through complex change. He brings extensive experience guiding schemes through large scale transformation, ensuring robust governance, strategic alignment, and successful outcomes.

Andrew's career spans a broad range of roles, from systems analyst and consultant to project manager and senior leader, giving him a deep, end to end understanding of the full project lifecycle. He began his pensions career at Jardine Lloyd Thompson as a Systems Analyst and later held positions at Lloyds Banking Group, further strengthening his technical expertise and sector insight.

Andrew's leadership is characterised by strong strategic oversight, a commitment to operational excellence, and a clear focus on delivering value across the pensions landscape.

David joined LCP as a Partner in April 2023, having previously been Executive Director for Regulatory Policy, Analysis and Advice at the Pension Regulator. He co-chaired the Equality, Diversity and Inclusion Committee and was Lead Executive for Climate Change. During his time at the Regulator he oversaw the development and implementation of Policy in relation to the Pension Schemes Act 2021, as well the interim guidance for Superfunds. He also lead on a number of key policy initiatives including TPR's response to the September 2022 market turbulence around LDI, TPR's guidance on fiduciary management, professional pension trustee accreditation, covid related guidance and co-ordinated with HM Treasury and DWP on the response to the Russia-Ukraine conflict.

During his time at the Regulator, he was also Chair of the Pensions Working Group and Committee of the Joint Forum for Actuarial Regulation, a member of the Regulators' Stewardship Group, the Productive Finance Working Group, and a member of the Portfolio Committee for oversight of the Pensions Dashboard.

David is an Honorary Professor in the Department of Management and Marketing at Durham University Business School and a Board member of PASA. He is Chair of the Genomics Development Board of Sarcoma UK and an advisory Board member of the Department of Mathematical Sciences at Essex University. He is Chairing the Advisory Board for the King's College/PPI research into CDC and is a member of the Advisory Board of Guide as well as being a Governor of the PPI.

Jo is a Director at Muse Advisory leading their Administration and Adviser review and Programme Management propositions. She specialises in pensions management and administration, adviser reviews and contracting, pension governance, risk management, DC and pensions change projects.

Prior to joining Muse, Jo has extensive experience from being client side at a large multinational (BAT), where she was responsible for a diverse range of pension and HR projects, third party supplier and adviser management, compliance, governance and risk management. Jo's role was influential in driving the strategy for the Fund and the Company UK pensions strategy, including developing the business cases and implementing liability management and reduction exercises. Prior to BAT, Jo worked for consultancy firms (Buck and Aon Hewitt), where she undertook roles in administration consulting, administration operations and client management, and project and transition management.

Jo has an MBA, is CIPD qualified, and has a BSc in Economics and Mathematical Sciences through the Open University. She is also a PRINCE2 Practitioner.

Having previously spent 10 years as a Scheme Actuary, Gavin Giles has led Broadstone's multi-award-winning Pensions Administration practice since 2022, which now looks after nearly 500 clients using their wholly member-focused approach. Gavin started his career in pensions over 25 years ago at Aon, subsequently working at both Mercer and WTW, before becoming a Board Director at a locally managed firm in Bristol, BBS, which was bought by Broadstone in 2019.

Deputy Director DB Pension Policy, DWP

Sam manages Defined Benefit pension policy in DWP, having previously held senior roles in DWP across labour market and disability policy, and at Joseph Rowntree Foundation. She has led the Pension Schemes Bill measures on DB Surplus, Superfunds and the PPF, as well as the recent consultation on trusteeship and governance.

In her early career, she supported the development of the auto-enrolment reforms, in the Turner Pensions Commission secretariat, through the development of the Pensions Act, then as part of the executive team in NEST until introduction in 2012.

Jonathan (Jon/Jonny) Hawkins brings over 25 years of hands-on experience across the UK pensions landscape, from his early days as a pensions administrator through to his current roles as Trustee Director at Aon MasterTrust and Propositions Lead EMEA at Bravura Solutions.

Jonny joined the PASA Board of Directors in 2024, having previously contributed to the association's Pot For Life working committee. His recent involvement in the DWP's feasibility study for the small pots consolidation framework demonstrates his continued commitment to solving the industry's most pressing challenges through practical, innovative solutions.

Jonny's career has spanned the full spectrum of pensions administration – he's built calculations, implemented schemes, designed automation solutions, and even helped create the tech infrastructure for one of the UK's first commercial master trusts. His deep technical knowledge, combined with his passion for innovation, has made him a go-to speaker on Pensions Dashboards since 2016, where he's been working to solve complex connection challenges and design an ISP solution.

What sets Jonny apart is his ability to translate technical problems into streamlined, automated solutions that actually work in practice. He is currently the board member responsible for the Digital Administration, Engagement and Communications, and the Transfers working groups.

Operations Manager, Rothesay

Kat has worked in the Operations Team at Rothesay for 5 years. Kat is responsible for the oversight of one of Rothesay's Third Party Administrators. Alongside this, she is responsible for developing Rothesay's strategy in relation to Vulnerable Customers and Consumer Duty. This includes the submission of the Consumer Duty annual assessment and relationship management with key corporate partners, including Alzheimer's Society. Prior to joining Rothesay, Kat worked for Prudential, managing their retail and bulk annuity teams.

Head of Pension Administration, Barnett Waddingham

Paul is Head of Pension Administration at Barnett Waddingham (now part of Howden). Paul's role means that he is involved in all aspects of the strategy for, and delivery of, Barnett Waddingham's trust based pension administration service. This includes defined benefit (DB), defined contribution (DC), cash balance, CARE, schemes going into the Pension Protection Fund (PPF), and Insurance Administration. He is responsible for the delivery of pension administration service to some 400 clients covering 440,000 members. Clients range from schemes with a handful of members up to 40,000 and are administered from nine Pensions Administration Standards Association (PASA) accredited offices across the UK. Paul is also chair of the Pensions UK Hertfordshire Local Group

CTO, Board Member and Partner at Festina Finance

Jesper joined Festina Finance in 2017 and is the CTO of the Life and Pension Platform, a board member and partner. He has more than 30 years of experience as an IT supplier to the Pension and Life sector.

Ian has over 37 years' pension experience, covering the governance and management of all sorts of pension schemes. He leads Muse Advisory's business, and advises Trustees and Companies on a wide range of strategic, operational and governance related issues, including advising on strategy, governance, operational and administration effectiveness, and leading clients through the review, selection and implementation of their various advisers. He started his career in pensions as an administrator, and before moving into consulting, led one of the largest TPA's private sector pension administration team.

Danny leads strategy and growth at MUFG Pension & Market Services. With experience across consulting, master trust, technology, M&A and most recently, pensions administration, he brings a broad and practical perspective on what's changing across the pensions landscape. He is passionate about investing in data quality, technology and infrastructure to improve the member experience, and about the industry looking outward as pensions become an increasingly important part of everyday financial life.

Guy Opperman is the United Kingdom's longest serving Pensions and Financial Inclusion Minister from 2017-2022.

He was formerly a steeplechase jockey, a barrister, businessman and then the Member of Parliament for Hexham 2010-2024. Guy also held roles in the Home Office, Treasury, and Transport departments. He was responsible for the rollout of Defined Contribution Workplace Pensions to 8%, the reform of Defined Benefit, and multiple other reforms of our financial services from ESG to anti scam legislation. He served in the government of 4 Prime Ministers.

Since leaving politics in 2024 Guy is on a mission to change retirement savings around the world. He is a consultant to several countries and an advisor to multiple companies, notably Smart Pensions, and the Aptia Group.

Aside from politics, Guy set up and chaired from scratch the Northumberland Community Bank, a fully regulated savings and loan bank in the North East in 2015.

As a lawyer Guy was the UK 2007 Pro Bono lawyer of the Year winner, and was named by the Times newspaper as one of their lawyers of the year. He rode his last winner as a steeplechase jockey in 2019 at Sedgefield.

Jayne Pocock has over 37 years' experience in the pension industry, specialising in governance and administration. Jayne passionately believes in prioritising the member experience and is Head of Trustee Services at Clara where she supports the Clara Trustee Board, and the wider Clara team, to deliver better outcomes for members.

Jayne is a Fellow of the Pensions Management Institute and has supported many trustee boards during her career, including several pension schemes sponsored by FTSE 100 and 250 companies. She understands what is required to have a well-run pension scheme. Past roles have included working for employee benefit consultancies, an independent trustee firm and more recently the in-house pensions governance manager at Legal & General.

Head of Trustee Executive Services at Pi Partnership, Lisa is a renowned expert in the fields of governance, procurement and secretariat services. With over 30 years' experience in the pension industry, she has undertaken a wide range of adviser reviews, operational review projects and outsourced pensions management roles.

Lisa spent the first part of her pension career in pensions administration, before moving into consultancy. As Head of Trustee Executive Services at Pi, Lisa has been instrumental in the development and delivery of Pi's governance proposition , including building strong relationships across the industry.

A charismatic and engaging individual Lisa now focuses on Pi's continuing development to retain its standard of excellence in the Trustee Executive Management field.

Lisa holds the Pensions Management Institute Certificate of Trusteeship.

Jenny is a professional speaker on workplace culture and helping business performance, and has written five books on motivation at work. She is an actuary and is Chief Investment Officer for Nesta Trust. She has specialised in leading global sales teams for large asset management companies, most recently as Global Head of Distribution for Fidelity International's Workplace Investing business.

Having joined pensions immediately after school I have had a long and varied career almost exclusively focused on workplace pension schemes. Over that period I have lead consulting and actuarial teams and spent time in product development and strategy, developing some of the very first on line transactional DC facilities and DC products. I have lead delivery functions for the very largest pension schemes in the UK at C suite level including for both private and public sectors including the Civil Service and Teachers pension scheme. Most recently I was Chief Officer Benefits for very complex Railways Pension scheme where digitisation had been a key delivery. I am also a NED of PASA. As I approach partial retirement I am looking forwards to further NED and part time activity putting my experience of pensions to good use on myself!

Chloe is CEO of Quietroom, an insight-led communications consultancy. Across her (nearly) ten years in the business she has worked across many big and complex pension schemes, as well as with investment firms and insurers. She spends a lot of time on strategic projects, helping Quietroom's clients make pensions more accessible to their members while working alongside multiple stakeholders, providers and complex regulation.

Dan Taylor is a pensions administration professional with a proven track record of delivering exceptional client service while driving growth and innovation.

As Client Director at Trafalgar House, Daniel is responsible for leading the development and execution of the company's client service strategy, ensuring that clients receive the highest levels of service and support. With over 25 years of experience in pensions administration, Daniel has held senior leadership roles covering operations, implementations, quality assurance and business development. He has successfully run third-party administration operations and played a key role in developing and implementing new technology and communication solutions to enhance member and client experiences.

Prior to joining Trafalgar House in 2017, Daniel acted as Head of Administration Services within another third-party pensions administrator, where he oversaw the delivery of high-quality pensions administration services to a diverse range of clients.

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Luke joined IGG in 2019 and has a background in pensions administration, with his most recent role being an Administration Team Manager at a Master Trust.

He now provides ongoing support to a number of Trustee Directors and has a portfolio of schemes where he also acts as Secretary to the Trustees.

Luke has excellent knowledge of the challenges faced by Trustees of larger pension schemes and understands the particular requirements such schemes have for good scheme governance. His experience includes reviewing scheme rules and deeds, preparing and maintaining scheme governance documentation, reviewing legal advice, reviewing discretionary member cases.

Luke's current duties include reviewing meeting agendas and meeting packs (including obtaining relevant enclosures), taking and drafting minutes of the meeting, and ensuring that action points are progressed within an agreed or reasonable timeframe.

Luke understands the need for good scheme governance. Luke has successfully completed the Trustee Toolkit and the Pensions Management Institute (PMI) Award in Pension Trusteeship.

We are a leading UK professional services consultancy at the forefront of risk, pensions, investment and insurance.

With a team of more than 1,700 people across eleven offices, we work to deliver exceptional service through our commitment to trust, integrity, and quality.

We are a trusted partner for a wide range of clients in both the private and public sectors – this includes 24% of FTSE 100 and more than 15% of FTSE 350 companies.

We leverage our deep expertise to bring innovative solutions, ensuring long-term value for our clients through strategic insights and dedicated partnership.

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Bravura is the leading technology-only provider to the global pensions, wealth and funds industries. Our solutions connect these organisations to their financial networks, automate complex business processes and extend their reach. Our mission is to help our clients extend their capabilities.

Through digitisation and digitalisation, we make new ways of doing things possible. We are the network of financial networks, enabling firms to do business with the largest range of counterparties and asset classes possible. We also bring new efficiencies to in-house processes, enabling organisations to reshape the way they operate and deliver greater investor value.

More than £4.4 trillion in assets are held in accounts entrusted to Bravura's systems while we process £1 trillion of investment value each month.

Bravura is headquartered in Australia with offices across New Zealand, United Kingdom, Europe, Africa, India and Asia. Bravura Solutions is listed on the ASX (ticker symbol BVS).

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CFH are trusted communication experts across the entire pensions sector, working with private pension providers and administrators, and local government pension schemes.

Our 15 years working with the pensions sector, combined with 47 years' experience within the communication sector, means that we understand the significance of effective pension communications. Whether through post, e-delivery, or SMS, we ensure your communications are delivered in the most effective and secure way.

Providing savings in time and money, improved quality and enhanced audience engagement, we can support you to achieve optimal outcomes and address industry challenges.

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Convera is a global leader in commercial payments. With an unrivaled regulatory footprint and a financial network spanning more than 140 currencies and 200 countries and territories, Convera is reimaging the future of pension payments.

Intellica is a specialist provider of pensions data management and technology solutions. We help trustees, administrators, insurers, and employers gain clarity, confidence, and control over their pension data. By turning complex data into trusted insight, we support compliance, improve outcomes, and drive efficiency across the pensions ecosystem.

Our flagship platform, Constellation, enables organisations to manage and analyse pension data seamlessly, providing a single source of truth that simplifies reporting, reduces risk, and enhances decision-making.

With deep expertise in pensions administration and a commitment to innovation, Intellica partners with clients to tackle the industry’s most complex challenges. From data cleansing and validation to workflow automation and analytics, our solutions empower teams to deliver better outcomes for members while optimising operational efficiency.

At Intellica, we believe that accurate, accessible data is the foundation of effective pension governance. By combining technology with insight, we help organisations navigate regulatory requirements, uncover opportunities for improvement, and build confidence in the integrity of their data.

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Knowa is an AI-powered governance and meeting pack platform designed for pension schemes. Knowa has garnered the trust of over 500 pension schemes managing over £180 billion of pension scheme assets, and over 5,000 industry professionals as it continues to set the benchmark for board governance in the pensions industry.

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LCP is powered by passionate people driven by curiosity. We provide market-leading advice to help build a financially secure future for society. Our love of data, technology, and solving complex problems has led us into exciting new areas.

Our PASA-accredited pensions administration team combines technology and talented people to provide a high-quality, member-first approach to pensions administration. We use our bespoke administration system to efficiently administer members' benefits – all while providing a responsive and highly experienced team.

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With an increasing number of pensioners settling globally, payments must be global too. With Navro, you can seamlessly pay pensioners all around the world on time and in full, with no hidden fees, in 137 currencies and over 200 territories.

Navro is an FCA regulated global payments platform working with leading administrators and schemes, and by tying together the global payments landscape via a single interface, Navro gives you access to the fastest, most reliable and cost-effective payment methods you need to pay members, wherever they are around the world.

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Established in 1988, Target Professional Services is a leading specialist trace agency dedicated to providing excellent and reliable trace and mortality solutions for the pensions industry and financial sector. With over three decades of experience serving a variety of both public and private sector clients, we have built a stellar reputation. Our innovative, bespoke solutions are tailored to meet each client's unique needs, reducing the risks associated with inaccurate records, ensuring compliance, and safeguarding schemes from fraud.

Target is recognised for pioneering advancements in the pension industry: having introduced both automated tracing and an investigated mortality screening; and by launching the first pensions-specific biometric verification application, mypensionID in 2019. Used across the world, mypensionID offers secure digital verification of pension members in minutes, streamlining traditional processes and enhancing security. At Target Professional Services, we are committed to delivering excellence and innovation, enabling our clients to navigate the challenges of data management and accuracy with confidence.

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We are a specialist third-party pensions administrator.

Founded in 2006, our mission is to set the highest standard of pensions administration by any recognised measure. We achieve this through sustained investment in our people, processes and systems.

We started life as an in-house administrator. Our foundations are in quality and member experience. Since our creation, we have grown as a third-party administrator. Adopting technology and innovation from across the market, we have emerged as a business of administration experts.

We have offices in London and Farnborough, administer 35 schemes and have 185 team members. We hold internationally-recognised accreditations for quality, security, development, customer service and environmental protection.

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Video Canvas, developed by the award-winning Money Alive Limited, is a pioneering personalised and interactive video communication tool designed to redefine how member communications can be experienced. Our mission is to lead the industry using the most advanced video based storytelling techniques available.

Since its launch, Video Canvas has quickly become the technology of choice for leading entities in the pension sector, including Heywood Pension Technologies, Railpen, and First Actuarial.

These companies choose Video Canvas not only for its innovative player experience, which tailors content specifically for each viewer, but also for the robust support provided by our skilled in-house studio production team. Furthermore, our unwavering commitment to data security ensures that no client data is ever exposed to or handled directly by our product, setting us apart from other solutions in the market.

Looking ahead, our roadmap is ambitious. We plan to push the boundaries of our technology even further. We are committed to capitalising on new AI driven capabilities that will expedite video creation, elevate our accessibility features, and provide an unprecedented level of hyper personalisation in video experiences. This forward thinking approach ensures that Video Canvas will continue to revolutionise member communication, making it more engaging, personalised, interactive and secure.

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XPS Group is a leading UK consulting and administration business specialising in the pensions sector and providing wider ranging support to insurance companies in the life and bulk annuities sector.

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