Exit Agreements Guidance released

The PASA Exit Agreements Working Group (ExWG) today published Guidance on administration transfer Exit Agreements. Press release - PASA releases Exit Agreement Guidance PASA Exit Agreement Guidance September 2022

How to Avoid the Ombudsman Webinar – 14 Sept at 11am

https://us02web.zoom.us/meeting/register/tZMsce6gpzwiHN2QVrx4E4J8HYbYZc7Nb_Bi

The webinar will be a panel chaired by The Pensions Ombudsman's Head of Engagement, Mairi Dearden, and will have panellists from various areas of the organisation – Early Resolution, Adjudication, Casework Support and Enquiries.  The panellists will discuss tips and …

PASA Dashboards Value Data webinar – recording now available

Online Webinar

https://youtu.be/fKxmNoSevgw   In order to help users of pensions dashboards understand the income they may receive from a pension benefit; schemes are expected to provide value data. This will include accrued benefit and Estimated Retirement Income (ERI) calculations, which schemes …

Financial Advice Forum

Bracken House, Friday Street, London, UK Bracken House, Friday Street, London, United Kingdom

Optimising Client Centric Advice In An Ever-Changing World FTAdviser’s annual flagship conference is returning in person this September. This conference, which qualifies for CPD, will help advisers, planners and paraplanners identify opportunities to grow their businesses, enhance personal knowledge and …

£66

PASA Data webinar – Reviews, Management and Strategy

Online Webinar

https://youtu.be/K2QOmA-ctKw   Join You Yu, Policy Lead at the Pensions Regulator and Kristy Cotton, Chair of the PASA Data Working Group as we discuss the ever growing importance of pension scheme data, the benefits of having a clear data strategy, …

Let the robots set you free PASA/NextGen hybrid event – 27th October 2022

Legal & General 1 Coleman Street, London, United Kingdom

Join us in person or online as our panel of experts discuss how technology is transforming pensions administration and what's coming next! Technology is already transforming pension administration - and there’s so much further we could go. So what’s coming …

Cybercrime and fraud update

Online Webinar

Cybercrime and fraud now account for 54% of all crime in the UK Join Crowe for its cybercrime and fraud update webinar on 25th November at 10am. Crowe's Forensic specialists, Jim Gee and Tim Robinson, will discuss cybercrime and fraud …

PASA Business Plan 2022 released

PASA today released its Business Plan setting out the organisation’s strategic objectives and goals for the immediate years ahead.

PASA Chats – episode 2 – the PASA Business Plan

PASA Chats podcast

Join PASA Chair, Kim Gubler and PASA Director, Dave Pharo, as they discuss PASA with our host Darren Philp - its beginnings, what its current priorities are and how it's getting itself fighting fit for the future….  

PASA Chats Episode 3 release – Transfers and anti-scamming legislation

Darren Philp hosts a discussion with Baker McKenzie's Jonathan Sharp and Origo's John O'Hara covering the implementation of the anti-scamming legislation, the effect it is having on transfers and considerations that trustees and scheme administrators need to keep front of …