PASA Annual Conference 2026

The PASA annual conference returns to London in 2026

PASA Conference 2026

All These Things That I’ve Done

29 April 2026, 09:00-18:00

The 2026 Conference also marks PASA’s 15th anniversary year. It’s a milestone which allows us to look back at how far the administration profession has come, and how PASA has helped shape this journey. Over the past decade and a half, PASA has driven improvements in standards, accreditation, governance, digital capability, professional recognition, and industry collaboration. These achievements form the foundation for the next chapter.

The theme of PASA’s 2026 Conference is ‘All These Things That I’ve Done’. It captures the spirit of achievement and ambition driving the pensions administration community. Administrators have led the charge in delivering standards, professionalisation, and digital innovation – but the work continues. This conference invites the industry to celebrate PASA’s 15-year legacy, AND also to commit to the next era of progress.

#PASA2026

Agenda

09:00 - 09:30 Registration & Breakfast - sponsored by Trafalgar House
09:30 - 09:40

Welcome & Introduction

PASA Chair, David Fairs
09:40 - 10:10

Keynote: TBC

10:10 - 10.50

Stronger Futures: Admin Regulation & Disorderly Exit

By April 2026, the DWP consultation on trusteeship and governance will have closed, and the industry will be grappling with some of the most consequential proposals administration has faced in a generation.

This session explores what future administration regulation could look like, why it's being considered now, and what this could mean in practice, from standards and oversight to evidence, accountability and continuity. The panel will also tackle disorderly exit: no longer a theoretical risk, but a live operational concern. While the risks manifest differently across scheme types, the underlying operational questions are increasingly shared.

Crucially, this isn't a policy-only discussion. Panellists will focus on what organisations can do now to strengthen resilience, raise delivery confidence and prepare for a future where administration is treated explicitly as system-critical infrastructure.

Delegates will leave with clarity on the emerging direction of travel, where consensus is forming, where tensions remain, and how to start preparing immediately.

Board sponsor: Ian McQuade
Speakers:
  • Guy Opperman
10.50 - 11:20 Coffee break and networking
11:20 - 12:00

'The New Accountability Model' - Who Owns Outcomes Across the Admin Chain?

Modern administration is delivered through complex, interdependent chains - trustees, providers, TPAs, software platforms, data services and communications partners. Over the past 15 years, collaboration has driven progress. Today, rising scrutiny forces a harder question: who truly owns outcomes when delivery is shared?

This panel explores how accountability is evolving across the administration ecosystem and what new operating rules are required to protect quality, resilience and trust. It examines how trustees should set expectations, how administrators and providers manage dependencies, and which governance, contractual and reporting mechanisms work in practice.

As administration regulation tightens, this session considers how responsibilities may be redefined particularly around continuity, service evidence and third-party oversight, and what accountability now looks like.

Board sponsor: Jayne Pocock
Speakers:
  • Matt Dodds
  • Lisa Riordan
12.00 - 12.45

The Member Journey - From Process to People: Designing Administration for Real Lives (25 mins)

Followed by a Spotlight Fireside Chat with TBC (20 mins)

As pensions policy grows more complex administration plays a defining role in whether savers can engage, decide and act with confidence.

This session reflects a shift in the administration profession from transactional processing to human-centred service design. The first half explores how inclusive communication and cognitive-aware design can strengthen understanding, reduce friction and support better decisions for all savers.

The second half brings lived experience to the fore. In a dedicated fireside conversation with a special guest, the discussion highlights where pension processes can unintentionally cause confusion or distress, and what practical changes can make journeys calmer, clearer and more humane.

This is administration not just done accurately, but done thoughtfully.

Board sponsor: Paul Sturgess
12.45 - 13:30 Lunch
13:30 - 14:00

Afternoon keynote: TBC

14:00 - 14:20

PASA Fireside Chat: All These Things We've Done - and the Work Still to Do

For 15 years, PASA has helped professionalise pensions administration by raising standards, building shared understanding and giving the sector a collective voice. But progress brings new responsibility.

In this reflective but forward-looking session, PASA Directors explore what PASA has achieved and why it matters, where it has genuinely moved the dial, and how its role must continue to evolve as administration becomes more central to policy, delivery and saver outcomes.

This is also a listening moment. Delegates will be invited to shape PASA's priorities for the next chapter, ensuring the organisation continues to reflect the realities, pressures and ambitions of the administration community it represents.

Board sponsors: Jo Darbyshire and Chris Connelly
14:20 - 15:00

Where Value is Won or Lost: Turning DC Strategy into Real Saver Outcomes

The DC market has become more ambitious, more transparent and more outcome-focused. But time and again, value is delivered or lost in administration.

This panel explores what it really takes to deliver modern DC at scale. It focuses on the operational and IT foundations which turn strategy into reality: data quality, platform coherence, automation, reporting maturity and resilient operating models.

With regulators increasingly assessing service quality as part of Value for Money, this session examines what administration and technology leaders must do now to ensure DC propositions remain credible, deliverable and trusted.

Board sponsor: Jonny Hawkins
Speakers:
  • Jesper Lauritsen
  • Danny Meehan
  • Jenny Segel
15.00 - 15:30 Coffee Break
15:30 - 16:15

The Year of Too Many Projects: When Everything Lands at Once

By 2026, pensions administration will be delivering more change, across more schemes, under more scrutiny than ever before. dashboards, GMP equalisation, data improvement, cyber resilience and endgame readiness are colliding, turning delivery into a portfolio-level challenge. For LGPS and large multi-scheme administrators, this pressure is often multiplied by scale and regulatory scrutiny.

This panel explores how administration leaders are responding with discipline, realism and maturity: applying programme and portfolio management, protecting BAU, managing finite expertise and sequencing work to avoid failure.

The focus is practical. What does good delivery governance look like now? How do trustees support pace without friction? And how does the industry move from heroic effort to sustainable execution?

Board sponsor: Dan Taylor
Speakers:
  • Jo Fellowes, Muse
  • Gavin Giles, Broadstone
16:15 - 16:25

Closing Remarks and presentations

16:25 - 18:00 Drinks Reception

Speakers

Chris Connelly

Chris Connelly

Chris Connelly's role at Heywood encompasses strategy right across the pension landscape. Chris has over 30 years' experience, starting in pensions administration and evolving into solution and service design across 3 continents.

Chris has previously worked on many industry initiatives including:

  • helping draft TPR's data quality guidelines and reporting,
  • seconding into the Pensions Dashboards Programme (PDP) at MaPS, to ensure direct, practical experience was built into the industry infrastructure, standards and legislation,
  • advising PDP as a member of MaPS' Pensions Dashboards Advisory Group,
  • chairing a collaborative group of industry software providers to help input into the PDP, PASA and wider engagement with the Regulators.

After being with PASA since inception, he was appointed Director in March 2025.

In 2022, his contributions to the pension industry through his work in PASA and MaPS were recognised by the readers of Pensions Age, awarding him the "Pensions Personality of the Year".

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Joanne Darbyshire

Jo Darbyshire

Chief Executive Officer, LPPA

Jo joined LPPA in April 2019 and oversees all aspects of the business to deliver LPPA's vision to be the pension administration partner of choice for the public sector. Jo has been pivotal in establishing firm foundations across LPPA and is now focused on using technology and developing our people to transform the experience of members, employers and our partner clients.

Jo has a wealth of experience, starting her career training to be an actuary in pensions consultancy, before moving to life assurance. She has held various senior roles in IT, business transformation, strategy and finance in both financial services and retail organisations including the Co-operative Group.

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Matt Dodds

Matt Dodds

Client Project Lead, XPS Group

Matt is a highly respected pensions administration, data and technology specialist with a proven track record of driving innovation, improving data quality, and delivering impactful client-focused solutions. He works with Trustees on large administration projects, providing a holistic approach that supports client's strategic goals, as well as leading the XPS Pensions Dashboards Programme.

With 20 years' experience spanning administration, data strategy, and insurance, Matt previously held leadership roles including Chief Growth Officer at Capita Pension Solutions and Data Strategy & Services Leader at WTW. Prior to this Matt was Director at ITM, shaping market engagement and driving proposition development across the industry.

Matt is recognised as a champion for industry progress and professional development. He co-founded NextGen Pensions, a volunteer-led organisation dedicated to nurturing diverse future leaders in the pensions sector.

A skilled communicator and respected industry voice, Matt contributes insight on pensions data quality, operational transformation, and the future of member engagement.

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David Fairs

David Fairs

David joined LCP as a Partner in April 2023, having previously been Executive Director for Regulatory Policy, Analysis and Advice at the Pension Regulator. He co-chaired the Equality, Diversity and Inclusion Committee and was Lead Executive for Climate Change. During his time at the Regulator he oversaw the development and implementation of Policy in relation to the Pension Schemes Act 2021, as well the interim guidance for Superfunds. He also lead on a number of key policy initiatives including TPR's response to the September 2022 market turbulence around LDI, TPR's guidance on fiduciary management, professional pension trustee accreditation, covid related guidance and co-ordinated with HM Treasury and DWP on the response to the Russia-Ukraine conflict.

During his time at the Regulator, he was also Chair of the Pensions Working Group and Committee of the Joint Forum for Actuarial Regulation, a member of the Regulators' Stewardship Group, the Productive Finance Working Group, and a member of the Portfolio Committee for oversight of the Pensions Dashboard.

David is an Honorary Professor in the Department of Management and Marketing at Durham University Business School and a Board member of PASA. He is Chair of the Genomics Development Board of Sarcoma UK and an advisory Board member of the Department of Mathematical Sciences at Essex University. He is Chairing the Advisory Board for the King's College/PPI research into CDC and is a member of the Advisory Board of Guide as well as being a Governor of the PPI.

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Jo Fellowes

Jo Fellowes

Jo is a Director at Muse Advisory leading their Administration and Adviser review and Programme Management propositions. She specialises in pensions management and administration, adviser reviews and contracting, pension governance, risk management, DC and pensions change projects.

Prior to joining Muse, Jo has extensive experience from being client side at a large multinational (BAT), where she was responsible for a diverse range of pension and HR projects, third party supplier and adviser management, compliance, governance and risk management. Jo's role was influential in driving the strategy for the Fund and the Company UK pensions strategy, including developing the business cases and implementing liability management and reduction exercises. Prior to BAT, Jo worked for consultancy firms (Buck and Aon Hewitt), where she undertook roles in administration consulting, administration operations and client management, and project and transition management.

Jo has an MBA, is CIPD qualified, and has a BSc in Economics and Mathematical Sciences through the Open University. She is also a PRINCE2 Practitioner.

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Gavin Giles

Gavin Giles

Having previously spent 10 years as a Scheme Actuary, Gavin Giles has led Broadstone's multi-award-winning Pensions Administration practice since 2022, which now looks after nearly 500 clients using their wholly member-focused approach. Gavin started his career in pensions over 25 years ago at Aon, subsequently working at both Mercer and WTW, before becoming a Board Director at a locally managed firm in Bristol, BBS, which was bought by Broadstone in 2019.

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Jon Hawkins

Jon Hawkins

Jonathan (Jon/Jonny) Hawkins brings over 25 years of hands-on experience across the UK pensions landscape, from his early days as a pensions administrator through to his current roles as Trustee Director at Aon MasterTrust and Propositions Lead EMEA at Bravura Solutions.

Jonny joined the PASA Board of Directors in 2024, having previously contributed to the association's Pot For Life working committee. His recent involvement in the DWP's feasibility study for the small pots consolidation framework demonstrates his continued commitment to solving the industry's most pressing challenges through practical, innovative solutions.

Jonny's career has spanned the full spectrum of pensions administration – he's built calculations, implemented schemes, designed automation solutions, and even helped create the tech infrastructure for one of the UK's first commercial master trusts. His deep technical knowledge, combined with his passion for innovation, has made him a go-to speaker on Pensions Dashboards since 2016, where he's been working to solve complex connection challenges and design an ISP solution.

What sets Jonny apart is his ability to translate technical problems into streamlined, automated solutions that actually work in practice. He is currently the board member responsible for the Digital Administration, Engagement and Communications, and the Transfers working groups.

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Jesper Lauritsen

Jesper Lauritsen

CTO, Board Member and Partner at Festina Finance

Jesper joined Festina Finance in 2017 and is the CTO of the Life and Pension Platform, a board member and partner. He has more than 30 years of experience as an IT supplier to the Pension and Life sector.

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Ian McQuade

Ian McQuade

Ian has over 37 years' pension experience, covering the governance and management of all sorts of pension schemes. He leads Muse Advisory's business, and advises Trustees and Companies on a wide range of strategic, operational and governance related issues, including advising on strategy, governance, operational and administration effectiveness, and leading clients through the review, selection and implementation of their various advisers. He started his career in pensions as an administrator, and before moving into consulting, led one of the largest TPA's private sector pension administration team.

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Danny Meehan

Danny Meehan

Danny leads strategy and growth at MUFG Pension & Market Services. With experience across consulting, master trust, technology, M&A and most recently, pensions administration, he brings a broad and practical perspective on what's changing across the pensions landscape. He is passionate about investing in data quality, technology and infrastructure to improve the member experience, and about the industry looking outward as pensions become an increasingly important part of everyday financial life.

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Guy Opperman

Guy Opperman

Guy Opperman is the United Kingdom's longest serving Pensions and Financial Inclusion Minister from 2017-2022.

He was formerly a steeplechase jockey, a barrister, businessman and then the Member of Parliament for Hexham 2010-2024. Guy also held roles in the Home Office, Treasury, and Transport departments. He was responsible for the rollout of Defined Contribution Workplace Pensions to 8%, the reform of Defined Benefit, and multiple other reforms of our financial services from ESG to anti scam legislation. He served in the government of 4 Prime Ministers.

Since leaving politics in 2024 Guy is on a mission to change retirement savings around the world. He is a consultant to several countries and an advisor to multiple companies, notably Smart Pensions, and the Aptia Group.

Aside from politics, Guy set up and chaired from scratch the Northumberland Community Bank, a fully regulated savings and loan bank in the North East in 2015.

As a lawyer Guy was the UK 2007 Pro Bono lawyer of the Year winner, and was named by the Times newspaper as one of their lawyers of the year. He rode his last winner as a steeplechase jockey in 2019 at Sedgefield.

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Jayne Pocock

Jayne Pocock

Jayne Pocock has over 37 years' experience in the pension industry, specialising in governance and administration. Jayne passionately believes in prioritising the member experience and is Head of Trustee Services at Clara where she supports the Clara Trustee Board, and the wider Clara team, to deliver better outcomes for members.

Jayne is a Fellow of the Pensions Management Institute and has supported many trustee boards during her career, including several pension schemes sponsored by FTSE 100 and 250 companies. She understands what is required to have a well-run pension scheme. Past roles have included working for employee benefit consultancies, an independent trustee firm and more recently the in-house pensions governance manager at Legal & General.

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Lisa Riordan

Lisa Riordan

Head of Trustee Executive Services at Pi Partnership, Lisa is a renowned expert in the fields of governance, procurement and secretariat services. With over 30 years' experience in the pension industry, she has undertaken a wide range of adviser reviews, operational review projects and outsourced pensions management roles.

Lisa spent the first part of her pension career in pensions administration, before moving into consultancy. As Head of Trustee Executive Services at Pi, Lisa has been instrumental in the development and delivery of Pi's governance proposition , including building strong relationships across the industry.

A charismatic and engaging individual Lisa now focuses on Pi's continuing development to retain its standard of excellence in the Trustee Executive Management field.

Lisa holds the Pensions Management Institute Certificate of Trusteeship.

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Jenny Segal

Jenny Segal

Jenny is a professional speaker on workplace culture and helping business performance, and has written five books on motivation at work. She is an actuary and is Chief Investment Officer for Nesta Trust. She has specialised in leading global sales teams for large asset management companies, most recently as Global Head of Distribution for Fidelity International's Workplace Investing business.

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Paul Sturgess

Paul Sturgess

Having joined pensions immediately after school I have had a long and varied career almost exclusively focused on workplace pension schemes. Over that period I have lead consulting and actuarial teams and spent time in product development and strategy, developing some of the very first on line transactional DC facilities and DC products. I have lead delivery functions for the very largest pension schemes in the UK at C suite level including for both private and public sectors including the Civil Service and Teachers pension scheme. Most recently I was Chief Officer Benefits for very complex Railways Pension scheme where digitisation had been a key delivery. I am also a NED of PASA. As I approach partial retirement I am looking forwards to further NED and part time activity putting my experience of pensions to good use on myself!

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Daniel Taylor

Daniel Taylor

Dan Taylor is a pensions administration professional with a proven track record of delivering exceptional client service while driving growth and innovation.

As Client Director at Trafalgar House, Daniel is responsible for leading the development and execution of the company's client service strategy, ensuring that clients receive the highest levels of service and support. With over 25 years of experience in pensions administration, Daniel has held senior leadership roles covering operations, implementations, quality assurance and business development. He has successfully run third-party administration operations and played a key role in developing and implementing new technology and communication solutions to enhance member and client experiences.

Prior to joining Trafalgar House in 2017, Daniel acted as Head of Administration Services within another third-party pensions administrator, where he oversaw the delivery of high-quality pensions administration services to a diverse range of clients.

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Luke Tutt

Luke Tutt

Luke joined IGG in 2019 and has a background in pensions administration, with his most recent role being an Administration Team Manager at a Master Trust.

He now provides ongoing support to a number of Trustee Directors and has a portfolio of schemes where he also acts as Secretary to the Trustees.

Luke has excellent knowledge of the challenges faced by Trustees of larger pension schemes and understands the particular requirements such schemes have for good scheme governance. His experience includes reviewing scheme rules and deeds, preparing and maintaining scheme governance documentation, reviewing legal advice, reviewing discretionary member cases.

Luke's current duties include reviewing meeting agendas and meeting packs (including obtaining relevant enclosures), taking and drafting minutes of the meeting, and ensuring that action points are progressed within an agreed or reasonable timeframe.

Luke understands the need for good scheme governance. Luke has successfully completed the Trustee Toolkit and the Pensions Management Institute (PMI) Award in Pension Trusteeship.

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Sponsors

Barnett Waddingham

Barnett Waddingham

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We are a leading UK professional services consultancy at the forefront of risk, pensions, investment and insurance.

With a team of more than 1,700 people across eleven offices, we work to deliver exceptional service through our commitment to trust, integrity, and quality.

We are a trusted partner for a wide range of clients in both the private and public sectors – this includes 24% of FTSE 100 and more than 15% of FTSE 350 companies.

We leverage our deep expertise to bring innovative solutions, ensuring long-term value for our clients through strategic insights and dedicated partnership.

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CFH

CFH

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CFH are trusted communication experts across the entire pensions sector, working with private pension providers and administrators, and local government pension schemes.

Our 15 years working with the pensions sector, combined with 47 years' experience within the communication sector, means that we understand the significance of effective pension communications. Whether through post, e-delivery, or SMS, we ensure your communications are delivered in the most effective and secure way.

Providing savings in time and money, improved quality and enhanced audience engagement, we can support you to achieve optimal outcomes and address industry challenges.

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Hymans Robertson

Hymans Robertson

Intellica

Intellica

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Intellica is a specialist provider of pensions data management and technology solutions. We help trustees, administrators, insurers, and employers gain clarity, confidence, and control over their pension data. By turning complex data into trusted insight, we support compliance, improve outcomes, and drive efficiency across the pensions ecosystem.

Our flagship platform, Constellation, enables organisations to manage and analyse pension data seamlessly, providing a single source of truth that simplifies reporting, reduces risk, and enhances decision-making.

With deep expertise in pensions administration and a commitment to innovation, Intellica partners with clients to tackle the industry’s most complex challenges. From data cleansing and validation to workflow automation and analytics, our solutions empower teams to deliver better outcomes for members while optimising operational efficiency.

At Intellica, we believe that accurate, accessible data is the foundation of effective pension governance. By combining technology with insight, we help organisations navigate regulatory requirements, uncover opportunities for improvement, and build confidence in the integrity of their data.

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Knowa

Knowa

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Knowa is an AI-powered governance and meeting pack platform designed for pension schemes. Knowa has garnered the trust of over 500 pension schemes managing over £180 billion of pension scheme assets, and over 5,000 industry professionals as it continues to set the benchmark for board governance in the pensions industry.

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LCP

LCP

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LCP is powered by passionate people driven by curiosity. We provide market-leading advice to help build a financially secure future for society. Our love of data, technology, and solving complex problems has led us into exciting new areas.

Our PASA-accredited pensions administration team combines technology and talented people to provide a high-quality, member-first approach to pensions administration. We use our bespoke administration system to efficiently administer members' benefits – all while providing a responsive and highly experienced team.

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Procentia

Procentia

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Procentia, part of the Brightwell Group, is an award-winning software and technology company specialising in the Pensions and Bulk Purchase Annuities market. Established in 2002, Procentia is renowned for its web-based administration and management system, IntelliPen.

Procentia's solutions help pension schemes manage exceptional volumes of data, meet the demand for self-serve technology, and provide meaningful, consumer-like experiences that are expected from online services.

With offices in the UK and North America, Procentia supports some of the largest schemes across the private and public sectors including BP, BTPS, L&G, British Airways Pension Scheme, Rolls-Royce, Retirement System City of Detroit, and USS.

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Target Professional Services Ltd.

Target Professional Services Ltd.

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Established in 1988, Target Professional Services is a leading specialist trace agency dedicated to providing excellent and reliable trace and mortality solutions for the pensions industry and financial sector. With over three decades of experience serving a variety of both public and private sector clients, we have built a stellar reputation. Our innovative, bespoke solutions are tailored to meet each client's unique needs, reducing the risks associated with inaccurate records, ensuring compliance, and safeguarding schemes from fraud.

Target is recognised for pioneering advancements in the pension industry: having introduced both automated tracing and an investigated mortality screening; and by launching the first pensions-specific biometric verification application, mypensionID in 2019. Used across the world, mypensionID offers secure digital verification of pension members in minutes, streamlining traditional processes and enhancing security. At Target Professional Services, we are committed to delivering excellence and innovation, enabling our clients to navigate the challenges of data management and accuracy with confidence.

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Trafalgar House

Trafalgar House

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We are a specialist third-party pensions administrator.

Founded in 2006, our mission is to set the highest standard of pensions administration by any recognised measure. We achieve this through sustained investment in our people, processes and systems.

We started life as an in-house administrator. Our foundations are in quality and member experience. Since our creation, we have grown as a third-party administrator. Adopting technology and innovation from across the market, we have emerged as a business of administration experts.

We have offices in London and Farnborough, administer 35 schemes and have 185 team members. We hold internationally-recognised accreditations for quality, security, development, customer service and environmental protection.

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Becoming a Sponsor

For sponsorship enquiries:

Lucy Collett
Lucy Collett

Operations Director

lucy.collett@pasa-uk.com

07890 281 010

Helen Taylor
Helen Taylor

Sponsorship Contact

helen.taylor@pasa-uk.com

Venue

Join us at Convene, Bishopsgate - Stylish London Conference & Meeting Venue

Convene
155 Bishopsgate
Liverpool Street
London
EC2M 3YD

Contact

Lucy Collett
Lucy Collett

Operations Director

lucy.collett@pasa-uk.com

07890 281 010