The Trustee Administrator Lifecycle Series Trustee–Administrator Oversight Scorecard

Effective oversight of administration involves considering a range of factors, including service performance, member experience, data quality and how processes operate in practice.

To support this, PASA has developed a Trustee–Administrator Oversight Scorecard. It’s a practical framework to help trustees structure oversight and support more informed discussions with administrators.

The Scorecard can be adapted to reflect the size, complexity and priorities of individual schemes.

📄 Access the toolkit here: Trustee-Administrator-Lifecycle-Series-Toolkit.pdf

About the Author

Kelly North