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 …
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HMRC 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:
Read MorePRESS RELEASE – PASA publishes new De-risking Jargon Buster to support scheme decision making
PASA, the independent body dedicated to driving up administration standards across the pensions industry, has today published a new De-risking Jargon Buster. As DB schemes increasingly move into maturity and engage with de-risking strategies, it’s essential all stakeholders, including administrators, …
Read MorePRESS RELEASE – PASA publishes updated Data Matching Convention (DMC) Guidance to support pensions dashboards rollout
The Pensions Administration Standards Association (PASA), the independent body dedicated to driving up administration standards across the pensions industry, has today published an updated version of its Data Matching Convention (DMC) Guidance to support schemes, administrators and providers ahead of …
Read MoreMeet Kim Gubler – PASA President, Voices 2025
Kim Gubler was a Founding Director of the Pensions Administration Standards Association (PASA). She was Chair until March 2025 and is now President. Her professional background – which includes scheme strategy, administration and investment – gives her a firm grasp …
Read MorePRESS RELEASE – PASA announces Isio as Expert Partner for Derisking Journey Management
The Pensions Administration Standards Association (PASA), the independent body dedicated to raising administration standards across the pensions industry, is pleased to announce the appointment of Isio as Expert Partner and Chair of its newly established Derisking Journey Management Working Group …
Read MorePASA welcomes PwC
We are delighted to welcome PwC as a new corporate member.
Read MorePress release – PASA publishes new Guidance on Identity Management and Assurance
PASA has today published new Guidance on Identity Management and Assurance, addressing growing risks and challenges across the pension lifecycle. The Guidance sets out best practices for administrators to mitigate identity-related fraud, bolster member protection, and future-proof processes in an …
Read MoreDavid Fairs, PASA Chair – Interview with Pensions Age
From data to delivery PASA Chair, David Fairs, sits down with Pensions Age to discuss his newly appointed role and to find out how the association is raising administration standards and tackling data and dashboards challenges head-on. Read the article …
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