PASA has today published Part 2 of its Digital Administration Guidance series: “Delivering Effective Digital Transformation – Practical Guidance for schemes at all stages of their journey”. The second instalment focuses on “Planning the Digital Transformation Journey.”
The Guidance is the second in a three-part series supporting pension schemes and administrators to deliver meaningful digital transformation which improves saver experiences, strengthens operational resilience and meets compliance and legislative requirements.
Building on Part 1’s focus on establishing strong foundations, Part 2 provides actionable planning strategies for schemes of all sizes and levels of digital maturity. It introduces the BRIDGE(PS) framework, a practical transformation planning model designed to help schemes move from vision to implementation in a structured and user-centric way.
The BRIDGE(PS) framework supports schemes in developing clarity and alignment across key areas including baseline assessment, risk appetite and governance, intention and vision, desired outcomes, gains and essential capabilities. It’s designed to help schemes avoid common pitfalls such as premature procurement or misaligned priorities, and to ensure transformation plans are grounded in organisational readiness and measurable outcomes.
The Guidance also explores the importance of setting future-ready technology foundations, including system audits, addressing technical debt, strengthening back-office architecture, and making strategic decisions on ‘build vs buy’. It highlights the need for scalable infrastructure, consistent saver experiences, and robust integration approaches as schemes modernise their administration technology.
Liam McGrath, Chair of the PASA Digital Administration Working Group and CEO at Procentia, said: “Digital transformation can feel complex and daunting, but it doesn’t have to be. Part 2 of our Guidance is about helping schemes plan effectively and move forward with confidence, putting savers at the centre and building a roadmap grounded in practical realities. The BRIDGE(PS) framework provides a structured, repeatable approach that helps schemes align people, processes and technology around a shared vision and measurable outcomes. With the right planning, digital transformation becomes achievable, scalable and genuinely value led.”
David Fairs, PASA Chair, commented: “The pensions industry is increasingly recognising digital administration is critical to delivering good saver outcomes, improving efficiency and maintaining trust. PASA’s Digital Admin Working Group continues to provide practical, high-quality Guidance which supports schemes at every stage of their transformation journey. This second instalment is an important step forward, giving schemes a clear framework to plan and deliver meaningful, secure and saver-focused digital change.”
Part 3 in the series will be published in February 2026, focusing on translating foundational plans into real-world delivery, including saver engagement, change management and implementation strategies.
The Guidance is available here.
