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X-WR-CALDESC:Events for The Pensions Administration Standards Association
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DTSTART;TZID=Europe/London:20250917T093000
DTEND;TZID=Europe/London:20250917T103000
DTSTAMP:20260517T044610
CREATED:20250819T193948Z
LAST-MODIFIED:20250908T152100Z
UID:7071-1758101400-1758105000@www.pasa-uk.com
SUMMARY:Dashboards Webinar - New PASA guidance to support you with dashboards duties
DESCRIPTION:As we approach the start of the consumer testing phase of the MoneyHelper dashboard\, PASA has updated our guidance to support industry with dashboards connections. This session will cover updated guidance on Data Matching Conventions\, as well as the Dashboards Toolkit to support provision of pension values\, and the areas where the PASA Dashboards Working Group will be focusing its activities over the next 12 months. \n\n\nWhat to Expect: \n\n\n·       Overview of the updated Data Matching Convention guidance and the Dashboards Toolkit content \n·       Look ahead to PASA’s focus supporting dashboards over the next 12 months \n·       Panel session to take your questions \n\n\nSpeakers: \n\n\n·       Kim Gubler – PASA President and Webinar host \n\n\n·       Maurice Titley – Lumera and Chair of PASA Dashboards Working Group \n\n·       Representative from The Pensions Regulator (TPR) \n\n·       Geraldine Brassett – WTW and member of PASA Dashboards Working Group \n\n\nThis webinar is for: \n\n\n\nTrustees\nScheme managers\nPension managers\nAdministrators\nDashboards connection providers\nAnyone supporting schemes on their dashboards duties\n\nRegister here
URL:https://www.pasa-uk.com/event/dashboards-webinar-new-pasa-guidance-to-support-you-with-dashboards-duties/
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DTSTART;TZID=Europe/London:20250922T170000
DTEND;TZID=Europe/London:20250922T200000
DTSTAMP:20260517T044610
CREATED:20250819T193430Z
LAST-MODIFIED:20250819T193529Z
UID:7063-1758560400-1758571200@www.pasa-uk.com
SUMMARY:Accreditation Showcase The Gold Standard: PASA Accreditation Explained
DESCRIPTION:Join us for a twilight session 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 Code\, this Showcase event is for you. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nIf you’re looking to stand out in the market\, align with regulatory expectations\, or simply understand what’s involved\, this session offers a clear practical insight into what it takes to achieve and benefit from Accreditation. You’ll learn how PASA Accreditation helps organisations demonstrate their commitment to excellence\, transparency and robust governance\, through an independent assessment against the PASA Standards. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister Now\n\n\n\n\n\n\n\n\n\n\n\n\n\nThis in-person event features: \n\n\nHow PASA Accreditation demonstrates scheme alignment with TPR’s General Code \n\n\nInsights from the Standards and Accreditation Committees \n\n\nA brief walk-through of the accreditation journey\, including what’s assessed and why it matters \n\n\nA practical perspective from accredited members who have completed the process \n\n\nInteractive Q&A session \n\n\nWhether you’re considering Accreditation\, want to understand how this differentiates administration services and compliance with the General Code\, or simply want to understand what it involves\, this session will give you a clear and actionable overview of what it takes to meet the gold standard in administration.
URL:https://www.pasa-uk.com/event/accreditation-showcase-the-gold-standard-pasa-accreditation-explained/
LOCATION:Offices of RSM\, 25 Farringdon Street\, London\, EC4A 4AB
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DTSTART;TZID=Europe/London:20250925T092500
DTEND;TZID=Europe/London:20250925T100500
DTSTAMP:20260517T044610
CREATED:20250731T164217Z
LAST-MODIFIED:20250731T165633Z
UID:7013-1758792300-1758794700@www.pasa-uk.com
SUMMARY:PASA President\, Kim Gubler speaking at the Financial Advice Forum 2025
DESCRIPTION:Kim will be on the panel to discuss: Advice under review – what the next five years of regulation could bring \nThe FCA’s new five-year strategy sets the long-term direction of travel for advice firms\, with potential changes to disclosure rules\, retail participation\, and supervisory focus. As the regulator moves from implementation to enforcement under Consumer Duty\, scrutiny is intensifying around closed-book products\, charging models\, and outcome monitoring. Meanwhile\, the final Advice Guidance Boundary Review is expected to clarify what forms of support can be offered outside regulated advice.\nWhat will the final Advice Guidance Boundary Review mean for client segmentation\, service delivery\, and unregulated support?\nHow should advisers interpret the FCA’s 2025-2030 strategy\, including proposals to simplify disclosures and encourage retail risk-taking?\nCould the Autumn budget bring further tax rises\, and how should advisers help clients prepare for a changing fiscal environment? \nCPD Learning Objectives:\nAt the end of this 40-minute session\, you should be able to: \nDescribe the implications of the Advice Guidance Boundary Review for advice delivery and the distinction between regulated and unregulated services.\nExplain how the FCA’s long-term regulatory strategy could affect advice firms’ disclosure obligations\, investment propositions and consumer communications.\nAssess the potential impact of future tax policy changes and outline strategies for helping clients plan amid a changing fiscal environment.
URL:https://www.pasa-uk.com/event/pasa-president-kim-gubler-speaking-at-the-financial-advice-forum-2025/
LOCATION:Hilton London Tower Bridge\, 5 More London Pl\, Tooley St\, London SE1 2BY\, London\, SE1 2BY
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