Transition is often viewed as a technical exercise involving the moving of data, processes and responsibilities from one administrator to another.
In practice, it’s where risks become visible.
During an installation, trustees and administrators gain a clearer understanding of data quality, benefit structures and historic practices. In some cases, issues that weren’t previously visible can emerge at this stage.
Part 3 of PASA’s Trustee–Administrator Lifecycle Series explores the installation phase and the importance of structured planning, clear governance and open dialogue during transition.
