The Pensions Administration Standards Association

PASA Exit Agreements Guidance release
2021-11-01 10:00 (Europe/London)
This release date is a current best estimate.

PASA Response to the TPR Discussion paper on Value for Money
2021-12-10
https://www.thepensionsregulator.gov.uk/en/document-library/consultations/value-for-money-discussion-paper

Professional Pensions Admin & Data Forum 2022
2022-03-08 09:00 - 12:30 | Butcher’s Hall, 87 Bartholomew Cl, London, EC1A 7EB, United Kingdom
Leveraging pension administration and data to deliver best member experience
It is critical that administration of pension schemes is carried out in an efficient way with good quality data being the key to realising efficiencies through automation, reporting and member communications.
Professional Pensions’ Admin & Data Forum shines a light on the challenges that trustees and scheme managers are currently facing, as they evolve their administrative and data functions to meet regulatory duties, capture efficiencies and provide best outcomes for members.
This concise half-day event will explore a variety of different issues affecting scheme managers, through a combination of informative presentations and interactive panel debates. Attend to hear the latest updates on the Pensions Dashboard and what schemes need to do to become ‘ dashboard ready’. Learn what steps still need to be completed to achieve GMP Equalisation. And explore current administrative trends, tools and techniques to improve process and member communications.

PASA releases GMP Equalisations FAQs Guidance
2022-03-28
Press release – PASA releases GMP Equalisation FAQs Guidance

Press release – PASA releases Fraud Guidance on pre employment checks for administrators
2022-04-19
The PASA Cybercrime & Fraud Working Group (CFWG) today published Guidance focused on vetting new employees in the pensions administration industry.
The working group has been made aware of cases of fraud which have been undertaken or assisted by employees of pensions administrators. In some cases, individuals have deliberately gained employment with the specific intention of committing fraud. In order to counter this risk, PASA has produced Guidance to support administrators in ensuring pre-employment checks are as effective as possible and in making decisions on the extent of checks required.
Jim Gee, Chair of the PASA Cybercrime & Fraud Working Group, commented: “This Guidance indicates the types of checks which can be carried out and the information which can be verified, rather than what should be done in every case. Administrators are responsible for ensuring any checks and vetting are proportionate, necessary and relevant to the level of risk associated with the position being recruited and carried out in accordance with applicable law.
If you’re unsure of what checks you can legally undertake and what information you can legitimately process as part of your verification process, you should obtain expert legal advice. There are also various professional bodies which provide detailed guidelines on pre-employment checking.”
The ‘Fraud Guidance: Pre-employment vetting’ can be found here.

Professional Pensions Trustee Senate 2022
2022-04-28 10:15 - 2022-04-29 14:15 | Fanhams Hall, Fanhams Hall Road, Ware SG12 7PZ, Fanhams Hall, Fanhams Hall Road, Ware, SG12 7PZ, United Kingdom
PASA president, Margaret Snowdon OBE, will join the Professional Pensions Trustee Senate to deliver the day 2 opening keynote of the Trustee Senate Spring Conference 2022. Margaret will be speaking to attendees about the latest on pension scams and fraud, how to avoid it and protecting scheme members, and dealing with the challenges of regulations.

There are just a handful of places left at the Trustee Senate, taking place on 28th-29th April. To register your place please click here: https://event.professionalpensions.com/trusteesenate/en/page/register

PASA 4th Annual Conference
2022-05-03 09:30 - 18:00 | etc venues, St Pauls, 200 Aldersgate, London, EC1A 4HD, United Kingdom
PASA’s 4th Annual Conference is back on 3rd May 2022.
Following a year without a conference due to Covid-19, we return to find pensions administration has emerged into the limelight with a deluge of consultations and discussion papers in 2021, all focused around key hot topics. We could quite easily have filled another day of discussions this year looking at those areas alone.
In responding to consultations on behalf of the pensions administration industry, one of our main priorities is to always ensure the specific challenges and historic obstacles to administrators are made clear before any policy decisions are made. It would be a lot more exciting to think about how things could be if those challenges were removed, and so we thought for the one day of the year where we celebrate pensions administration, let’s do that!
All of our speakers today have been asked to consider what their topic would look like if we really could ‘rip it up and start again’. Of course, in reality this is not possible and so the speakers will also consider the next best thing – where the rays of sunshine are coming from. What are the new ideas both within our own community and in the wider world which can help us improve our processes and the member experience?
Also on the agenda are Dashboards and Sidecars – topics where we really are just starting out and have the opportunity to build from scratch. What have we learned and how can we keep these new services free from the mistakes of the past?

Professional Pensions Live 2022
2022-05-17 09:15 - 17:30 | etc. venues 155 Bishopsgate 155 Bishopsgate London EC2M 3YD, etc. venues 155 Bishopsgate, London, EC2M 3YD, United Kingdom
Welcome to Professional Pensions Live 2022
London’s largest pensions conference
17 May, etc.venues 155 Bishopsgate, London

Current uncertainty, volatility and continued regulatory change demand winning investment strategies, sound risk management and prudent governance. How to align scheme direction and resources behind the ESG goals whilst maintaining your priority and focus on what truly matters to members today?
Professional Pensions’ flagship in person conference is returning with Professional Pensions Live on 17 May 2022 . This year we will bring the industry together to address the biggest challenges trustees and scheme professionals are facing in 2022 and beyond, advise on how to staying on top of changing regulatory and governance requirements and arm you with the key information and insight you need to drive your business.
Professional Pensions Live will consist of keynote addressed, insightful discussions and four parallel streams so you can ‘pick and mix’ from a selection of DB, DC, Trustee Focused, HR and investment focused topics . Our programme is also complemented by our outstanding exhibition zone which offers the opportunity to network, connect and build relationships with your peers.

Trust: Live 2022 - Redefining Identity Trust
2022-05-24 09:00 - 17:30 | etc. venues 155 Bishopsgate 155 Bishopsgate London EC2M 3YD, etc. venues 155 Bishopsgate, London, EC2M 3YD, United Kingdom
LexisNexis Risk Solutions invites you to join Trust:Live 2022, our exclusive in-person event for senior fraud and financial crime professionals, taking place on 24th May in London.
The digital economy is fast becoming the dominant economy: devices are getting smarter, connections faster, and the lines between the physical and digital worlds, increasingly blurred. This creates a realm of new possibilities but also opens up new attack vectors for fraudsters, with the technology required to perpetrate attacks becoming ever more sophisticated and accessible.
How is digital transformation changing and challenging our perceptions of trust, and what will be needed to really understand what good – trust – looks like in the future?
LexisNexis are offering a 25% discount to PASA members – please get in touch for more details.

Webinar: Cybercrime governance and data law in the pensions sector
2022-06-29 11:00 - 12:00 | Online Webinar
Join specialists from Crowe, Eversheds Sutherland, Law Debenture and the Pensions Regulator as we provide an update on the latest emerging threats, while also reviewing best practice around GDPR and the expectations from the Regulator.
What we will cover

Cybercrime trends

The latest statistics.
New research from the Dark Web.
The latest techniques you need to be aware of.
Steps for the board.

UK GDPR

A refresher of your legal requirements.
Recent examples of ICO enforcement.

The Pensions Regulator’s expectations and insight.

You will also have a chance to ask any questions to the panel of speakers through a live Q&A.

The Westminster and City 10th Conference on DB Member Options: DB to DC TRANSFERS - The New Market Dynamics
2022-07-07 09:30 - 17:00 | London Marriot, Canary Wharf, London, E14 4ED, United Kingdom
Conference Overview

The DB transfers market has undergone considerable change in recent years. This conference will analyse the new dynamics and consider what this means for the market now and in the years ahead, with a particular focus on:

Member support and transfer activity in a high inflation world
Regulation and industry standards
Complaints – trends and lessons
Member options exercises
The transfer advice process
Professional indemnity insurance
Critical issues facing DB advice

Sustainable Investment Festival 2022
2022-07-11 08:15 - 2022-07-12 16:50 | The Brewery, 52 Chiswell Street, London, EC1Y 4SD, United Kingdom
The Sustainable Investment Festival is the only event that brings together fund selectors, financial advisers, pension consultants, trustees, and scheme managers, to help them better integrate ESG into their investment portfolios and provide solutions for clients and investors that want to make a positive impact on nature, society, and planet.

Running in June for two days, this flagship event will meet the information needs of our Investment Week, Professional Pensions and Professional Adviser audiences at a time of rapid change for the industry as the sector faces a wave of new regulations and growing investor scrutiny.
Our delegates can expect another line-up of inspiring keynote speakers, who will be challenging the industry to walk the talk on sustainable investing and sharing their insights on future trends.
The Festival will also host practical sessions aimed at bringing delegates up to speed with the latest developments in areas including regulation, data, reporting, and skills.
Meanwhile, the event will highlight the plethora of opportunities for investors in this important area across asset classes, including showcasing best in class sustainable investment funds and solutions.

LexisNexis and PASA Webinar - Pensions: The Digital Dilemma
2022-07-26 11:00 - 12:00 | Online Webinar
Research from LexisNexis® Risk Solutions and Professional Pensions indicates that that over three quarters of scheme members not only want access to digital pensions platforms and apps, but that it will increase their engagement with their pension pot if they do.
However, whilst digitalisation is gaining momentum with many in the pensions sector – be it dashboards or in-scheme transformation – the question remains as to whether the industry at large recognises this latent demand, and whether it’s well positioned to serve it?
In this webinar, chaired by PASA’s identity Expert Partner, LexisNexis Risk Solutions, a panel of pensions, identity and data experts will consider the research findings and the identity and data challenges the industry must overcome in order to embrace digital pensions.

The haves and have nots – what proportion of members believe they’re on track for a comfortable retirement – and what about the rest? Can digitalisation improve retirement outcomes for the ‘have nots’?
The importance of education alongside digital transformation
How to gain digital trust – what is the minimum level of security digital pensions apps need for members to feel comfortable using them?
Data – A digitalisation roadblock? Member data is key to any digital transformation. Do schemes think their data is up to the job – and is it really?

Exit Agreements Guidance released
2022-09-08
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
2022-09-14 11:00 - 11:45 | 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 advice on how to resolve complaints without resorting to the Ombudsman. The session will run for 45min, which includes 15min for audience questions.
Register here.

PASA Dashboards Value Data webinar - recording now available
2022-09-21 10:00 - 11:00 | Online Webinar
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 may not currently be holding as a matter of course.
We explore these complexities among further considerations to help you understand what’s needed to make your value data ‘dashboards ready’ for your staging date. Hear from our experts as we discuss:
• Ensuring your value data is ‘pensions dashboards’ ready
Rob Dodson, Co-chair of the Pensions Dashboards Working Group (PDWG) will take a closer look at what schemes need to consider between now and their onboarding deadline. Providing insight into the data quality required and further steps needed to ensure users have an informative experience when logging onto a dashboard.
• The Pension Regulator’s (TPR) perspective: compliance and enforcement
Angela Bell, Industry Outreach Lead of Pensions Dashboards for TPR will discuss how they are using communications and engagement throughout the industry to drive compliance. Whilst also laying out TPR’s expectation on what trustees should be doing now and what to expect from TPR in the coming months.
• BAU considerations for value data
Maurice Titley, Co-chair of the PDWG will be looking ahead to what schemes need to do once they have onboarded onto the dashboard. He’ll also be providing insight around specific value data topics such as calculations and the updating of data.
• Dashboards user experience
Richard Smith, Pensions Dashboards Strategy Advisor at Moneyhub will draw on international and Moneyhub alpha dashboard learnings to offer potential ‘front end’ perspectives. He’ll give an overview on how users of dashboards might wish to see value data, and the critical importance of beta testing from this Autumn to learn how the various complexities of value data can best be accommodated for users.

Financial Advice Forum
2022-09-22 08:00 - 17:00 | 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 learn new ways to improve the client experience. The past decade has been a tumultuous one for financial advice. With regulatory reforms, unpredictable market conditions and inflated costs of living, financial advisers have had to weather many storms. Is a pensions dashboard truly in sight? What impact will revisions to the Consumer Duty have for advisers? How can you best position client portfolios against rising inflation and geopolitical uncertainty? And what do you need to do to succession-proof your business? Join us at Bracken House where experts from across the financial services industry will tackle these questions and more in conversation with our award-winning FTAdviser editorial team. Network with industry experts and join in the discussion at roundtable sessions of your choice.

PASA Data webinar – Reviews, Management and Strategy
2022-09-30 11:30 - 12:30 | Online Webinar
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, examples of what a data strategy may look like, and the key considerations in performing a data review. Kristy will discuss the common challenges and pitfalls in data management and the risks as well as opportunities data brings.
We will also discuss the initial results of the PASA Data Working Group’s survey during the webinar. Our panel welcome any questions you may have in advance of the webinar.
You can also submit questions live on the day. The session is expected to last around 60 minutes and there will be an opportunity to participate in a Q&A session following the presentation.

PASA releases DC Transfers Guidance
2022-10-10 08:00 - 17:00
PASA releases DC Transfers Guidance. Find the press release here.

Let the robots set you free PASA/NextGen hybrid event - 27th October 2022
2022-10-27 17:00 - 20:00 | Legal & General, 1 Coleman Street, London, EC2R 5AA, 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 over the horizon? How can we harness it to handle the tasks that needn’t take up our time? We’re looking ahead to the truly personalised member experience that will come with AI, analytics, robotic processing, voice recognition and more. Then admin providers can finally spread their wings and focus on adding real value for members.
Our expert panel will discuss the opportunities and the power of the futuristic solutions that will soon be at your fingertips. Within the pensions industry, who’s getting there first and using tech to deliver excellence? And what can we learn from outside pensions?
Join our expert panel as they consider these questions and more:
– Danny Meehan, Director of Proposition, Cushon
Danny leads Cushon’s pension strategy and intermediary relations team. Prior to joining Cushon, Danny has worked as a DC consultant at KPMG, Willis Towers Watson and Capita advising some of the UK’s largest companies on pension and financial wellbeing strategies

– Meera Venue, Independent Trustee
Meera joined the Mastertrust Board in January 2022 and currently serves on the Communication Committee.
Meera is an experienced digital leader, having worked across strategy, operations, analytics and client partnerships at Google in both the US and UK. Most recently, she led Google UK’s financial services marketing partnerships, focused particularly on insurance, pensions, and comparison sites. In her role, she advised and partnered with clients on consumer insights, digital transformation, and communication strategy.
Meera is now a Sloan Fellow at the Massachusetts Institute of Technology, a selective leadership programme for 100 senior professionals. Meera started off her career as an equity analyst in healthcare and biotech at Morningstar, helping individual and institutional investors understand the investment landscape. She is a graduate of Stanford University and also studied at Oxford University
– Fahd Rachidy, CEO, Abaka
Fahd is a serial entrepreneur passionate about helping the industry create secure financial futures for everyone and re-inventing the way the financial industry works using Artificial Intelligence. Fahd was previously co-founder of Scientificbeta.com, the leading index digital platform recently acquired by the Singapore Stock Exchange (SGX) for $205m.
Fahd was recently named as UK’s 101 Most Impressive & Successful Founders in the AI space.
Out of over 130,000 UK startups and over 500,000 people who hold key positions in these companies. This list showcases the top UK based Founders operating in the Artificial Intelligence space. The individuals on this list have been included because of exceptional performance in one or several of the following categories: Innovation, Growth, Management, Societal impact.
– Dave Tonge, CTO, MoneyHub
Dave was one of Moneyhub’s first employees, and instrumental in shaping the direction of the company.
He is widely recognised as an Open Banking Pioneer and leading authority on data and financial APIs, having helped develop Open Banking standards in the UK that are now used globally. He is Co-Chair of the Financial-grade API Working Group at the OpenID Foundation, and a member of the Open Savings, Investment and Pensions (OSIP) Steering Group at TISA, The Investing and Saving Alliance.
Outside of work, Dave likes hiking with his family and their Alaskan Malamute, Seacole.
– Sam Barton, CTO, Smart
Sam’s the driving force behind our technology. Since Smart was founded, Sam has overseen the evolution of our platform and helped grow the engineering team to what it is today. With more than 20 years’ experience, he’s the best person to make sure we’re using the right technology as we continue to innovate within the financial services industry.

Cybercrime and fraud update
2022-11-25 10:00 - 11:00 | 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 threats facing businesses today and measures you can take to protect yourself.

PASA Business Plan 2022 released
2022-12-08 08:00 - 17:00
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
2022-12-13 | 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 releases Master Trust Pensions Dashboards Guidance
2023-01-10 08:00 - 17:00
Press release – PASA releases dashboards Guidance for master trusts
Read the dashboards Guidance for master trusts

PASA Chats Episode 3 release - Transfers and anti-scamming legislation
2023-02-06 08:00 - 17:00
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 mind in dealing with the new legislation. Listen to the new episode here. Keep an eye out for the latest PASA DC Governance watch that also looks in depth at this issue too!

Equisoft Webinar - Operational Impact of Pensions Dashboards
2023-02-28 10:00 - 11:00
Pensions providers will be compelled by legislation to connect to the pensions dashboards ecosystem starting at the end of August, 2023.
Join this webinar for the latest updates from the Pensions Dashboards Programme (PDP) and for updates on Equisoft’s Pension Fusion solution. Following the presentations, our guest speakers will explore the impact implementation can have on an organisation’s operations—affecting everything from implementation approach to data readiness strategy.
Learn more about:
– Whether you should buy or build, focus on quick wins or long-term
– How to solve data accuracy, availability & security issues
– How to meet matching challenges
– What challenges are presented by internal and external reporting requirements?
– What is the best approach to on-boarding?

Professional Pensions Admin & Data Forum 2023
2023-03-15 08:30 - 13:45 | TBC
“Getting it ready, getting it right”
Sessions on this year’s programme include:

Step Back and Wait Ad-minute: Improving Admin with a Future in Mind – Keynote speaker PASA Chair, Kim Gubler
Data-ready, Steady, Go! The Benefits of Having Your Data Ready to Race Through 2023
In It to Win It: Reaching Your Goals in a Stretched Admin Market
Data-ready in a Dash: Boarding on Your Biggest Concerns

Admin and Data Forum - Keynote by PASA Chair, Kim Gubler
2023-03-15 09:00 - 15:00 | Congress Centre, 28 Great Russell Street, London WC1B 3LS, 28 Great Russell Street, London, WC1B 3LS, United Kingdom
Admin and Data Forum | Wednesday 15 March | London
Register now!
Kim Gubler, Chair of The Pensions Administration Standards Association (PASA) will present the opening keynote session at the Professional Pensions Admin & Data Forum on 15 March in central London. Delegate places at the conference are free for trustees and in-house pension and benefit scheme representatives. Register now!
Kim’s session “Step Back and Wait Ad-minute: Improving Admin with a Future in Mind” will address the following areas:
Admin is the window into your scheme for members; so, it is crucial it is up to scratch. As your scheme changes, your administrators must be informed to see if they have the recourse space. Yet this is not always the case. So where does admin stand in the “pension scheme food chain”?
Admin has been on the agenda seriously for roughly the last fifteen years, only to be pushed aside by many. With GMP equalisation, dashboards, Endgame in sight for many and a recruitment shortage, schemes can’t afford to push admin to the side any longer.

TPR and PASA 'Get your data dashboards ready' webinar
2023-03-30 14:30 - 15:30 | Online Webinar
Pensions dashboards have the potential to revolutionise the way people interact with their pensions, but this will only be possible if trustees and managers of schemes take the necessary steps to ensure the quality, completeness and digitisation of their member data.
Join The Pensions Regulator (TPR) and The Pensions Administration Standards Association (PASA) for a free webinar on 30 March at 2.30pm. We will help to unpick your data preparation duties and provide clarity on the steps to ensure your member data is accurate, complete, up to date and digitally accessible. Our experts will also be on hand to answer your questions.

PASA webinar – launch of PASA Guidance on value data for pensions dashboards
2023-06-08 11:00 - 12:00 | Online Webinar
Join us at 11am on Thursday 8th June for the launch of new PASA Guidance on value data for pensions dashboards.
Trustees, managers, administrators and providers of UK registered pension schemes will be responsible for making value data available on pensions dashboards. PASA recognises there’s a need for ‘good practice’ guidance to deal with a number of common issues which arise when deciding how to approach and calculate value data.
Phase one of this guidance will be released on 8th June and covers 20 frequently occurring issues affecting DB and DC Schemes including late retirements, retirement ages and Additional Voluntary contributions (AVCs)
Join us for the launch of the Guidance to find out what is covered, how to use it and what comes next.
The panel welcome any questions you may have in advance of the webinar. You can also submit questions live on the day.
The session is expected to last around 60 minutes and there will be an opportunity to participate in a Q&A session following the presentation.

The presenters

Geraldine Brassett, Chair of the Client Experience Sub-Group of the PASA Pensions Dashboards Working Group

Paul McGlone, the Client Experience Sub-Group of the PASA Pensions Dashboards Working Group
