The recording of the Webinar is now available: Listen to the ‘hot off the press’ discussions on TPR’s New Member Quality Guidance. Hear from You Yu, Policy Delivery Lead at TPR, Kristy Cotton, our Chair of the PASA Data Working …
Read MoreAuthor: Helen Taylor
PRESS RELEASE – PASA publishes new Data Quality Guidance and Data Improvement Plan Template following updated TPR Guidance
PASA has today published two new pieces of Guidance from its Data Working Group: The Six Data Quality Dimensions for Pension Scheme Member Data Data Improvement Plan (DIP) Template Released alongside PASA’s Data webinar this morning, the publications support schemes …
Read MorePASA Accreditation Explained – The Gold Standard in Administration Webinar
The PASA Accreditation webinar can be accessed via the link here. This webinar explores what PASA Accreditation means for you. Whether you’re a Third-Party Administrator, an in-house team, trustee, pension manager, Third-Party Evaluator – or anyone involved in demonstrating (or …
Read MorePensions Unpacked Podcast with Brightwell and David Fairs, PASA Chair
PASA Chair, David Fairs joins the Pensions Unpacked Podcast with Helen Sparke, Procentia, David Cheetham, Brightwell and hosted by Georgie Frost. Listen via the links below for timely insights and thought provoking dialogue. This episode of Pensions Unpacked, the Brightwell …
Read MorePASA Accreditation Explained – The Gold Standard in Administration Webinar
Join us for a webinar exploring what PASA Accreditation means for you. Whether you’re a Third-Party Administrator, an in-house team, trustee, pension manager, Third-Party Evaluator – or anyone involved in demonstrating (or supporting the demonstration of) adherence to TPR’s General …
Read MorePASA welcomes People’s Partnership
We’re delighted to welcome People’s Partnership as a new PASA Corporate Member. People’s Partnership is well known for its commitment to improving retirement outcomes and supporting members through People’s Pension, one of the UK’s largest workplace pension schemes. Their expertise …
Read MoreRecording available: Join us for a must-attend webinar introducing new PASA guidance on Data Matching Convention and Dashboards Toolkit
Webinar video link available now: https://youtu.be/eRXPylUSV2w
Read MorePRESS RELEASE – PASA publishes new Data Guidance to support secure, future-ready pensions administration
PASA, the independent body dedicated to raising standards in pensions administration, has today published new Guidance, ‘Securing Tomorrow: Essential Steps for Trustees and Pension Providers to Protect Member Data’. With trustees and providers increasingly reliant on data for key scheme …
Read MoreHMRC Decision on IHT
We welcome HMRC’s decision to move to a Personal Representative led, reflecting many of our core recommendations to the Technical Consultation.
We believe this new framework will be more efficient for pension administrators to operate and, crucially, deliver better outcomes for beneficiaries at a difficult time.
There remain a few areas where clarity will be essential—most notably the practical mechanics by which beneficiaries will instruct PSAs to settle Inheritance Tax on their behalf.
We look forward to engaging with HMRC to ensure a smooth implementation by April 2027.
To read the Consultation click here.
Recording available now – Webinar: Identity Verification in Pensions: A Deep Dive into PASA’s Latest Guidance
Webinar video link available now:
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