5th Annual PASA Conference 2023

PASA Annual Conference 2023 – Its, oh, so quiet

We’re back for our annual conference, on 2nd May 2023

Welcome to the PASA Conference 2023

Join us for a day dedicated to discussing the hot topics in administration.

2023 is looking to be the year of pensions administration. Those subjects and initiatives which have been bubbling in the background for years are looking to explode into life with a bang this year.

With dashboards and the consumer duty demanding immediate attention, the industry is facing a lack of resources just at the time when savers are at their most vulnerable. In a difficult economy, savers are battling with high inflation, pensions savings could be less of a priority. Administrators are often the first point of contact for many savers, so how can we ensure vulnerable individuals are protected and support the membership journey when there are so many competing pressures?

We know temporarily reducing pension contributions can cause damage to long term savings, but how do we continue to build on the initiatives in progress to improve the way we communicate and engage savers in these difficult times? We’ll be looking to answer these questions and many more at our conference on 02 May 2023.

#PASA2023

Agenda

Agenda to be announced shortly.

Speakers

Joe Dabrowski

Joe Dabrowski

Joe Dabrowski is Deputy Director Policy, PLSA.

Joe is responsible for policy areas including DB, DC, and LGPS pension provision, corporate and scheme governance and institutional investment issues. He is a Board member of the Cost Transparency Initiative, and an advisor to the LGPS Scheme Advisory Board (England & Wales) and Co-Chair of the Pensions Attention campaign.

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Louise Davey

Louise Davey

Louise Davey is the interim Head of Policy in TPR's Regulatory Policy Directorate, leading the team responsible for developing regulatory policy that delivers across TPR's strategic priorities and encompasses DB, DC and public service schemes.

Louise joined the Regulator in 2007 and has worked in both policy and operational teams. Before joining the Regulator, Louise held technical roles in the pensions industry ranging across personal and occupational pensions, third party pension administration, and TPAS (The Pensions Advisory Service).

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Jim Gee

Jim Gee

Jim is a Partner and Head of the National Forensic Services team at Crowe UK. His team helps organisations to protect themselves against a variety of problems such as cybercrime, fraud, bribery and corruption and to make sure they are secure. Where necessary, if their protection fails, to investigate, respond, manage and mitigate any damage. The team also provide litigation support and expert evidence evaluating the operation of contracts and the appropriateness of related payments.

He is Chair of the Pensions Administration Standards Association (PASA) and Pensions Research Accountants Group (PRAG) Cybercrime and Fraud Working Groups. Under his leadership both groups have recently completed drafting new cybercrime guidance and standards for pensions administrators and pensions schemes and trustees.

He is also a Visiting Professor and chairs Europe's premier research unit in this area at University ofPortsmouth. He has published more than 30 research reports and two books in this area. He was the founding Director-General of the European Healthcare Fraud and Corruption Network covering 28 European countries.

Previously he established and became CEO of the Counter Fraud and Security Management Serviceprotecting the UK's National Health Service (the second largest organisation in the world) against variousthreats – over 8 years his organisation reduced the extent of these problems by up to 60% and delivered £811 million of financial benefits to the NHS, twelve times the cost of the work. During this period his team has a 96% successful prosecution rate and never lost a civil case. As well as CEO, he was also the Senior Civil Servant advising five ministers and two Secretaries of State.

Helping organisations to understand their level of vulnerability to cybercrime has become a significant part ofhis practice in recent years. Jim's team can then ensure that they protect themselves as well as they can,while developing the capacity to manage an attack if it happens and to recover and mitigate any damage. Inparticular Jim's team has developed new services to identify discussions taking place on the Dark Web aboutplanning fraud and cybercrime and to find compromised Emails and passwords for sale.

He has worked internationally across 43 countries to date. During more than 25 years as a forensic specialist, he has advised a diverse range of professional services firms, private companies, charities, pension schemes, Ministers (and Parliamentary Select Committees and the Attorney-General in the UK), as well as global mining companies, international Governments (including the Governments of China and New Zealand), and major public sector organisations.

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Charlie Goodman

Charlie Goodman

Charlie is a Pensions and Financial Wellbeing Partner at the Employee Benefits Collective LLP, a Director of the Institute for Financial Wellbeing leading their workplace wellbeing group, Secretary of the CIPD Central London branch, and a mentor for the NextGen Pensions initiative. He qualified as a financial adviser, is an International Employee Benefits and Reward Specialist, and Certified Money Coach.

After graduating from the University of Manchester with a degree in American Studies, Charlie worked for the Cooperative Insurance Society and Bank running a call centre and working as a financial adviser, and then moved to the Financial Ombudsman to adjudicate investment complaints. He returned to the service side as an Independent Financial Adviser for Barnes & Sherwood, before becoming an employee benefits and pension specialist for Grant Thornton, BDO, Broadstone, Brooks Macdonald and Mattioli Woods. In 2019 he set up Good Money Guidance and worked with Cervello Financial Planning, becoming a Partner at the Employee Benefits Collective in 2021.

He lives on a farm in Bromley with his wife Lizzie, and two dogs Millie and Peggy. An alleged music lover and often out a gig, he used to sing for a Limp Bizkit and Deftones cover band. He suffers supporting Birmingham City, and can also be found at the cricket, netball, and rugby. He keeps fit on the Peloton, enjoys reading niche medieval history books, has an encyclopaedic knowledge of 80s and 90s action films, and loves cooking and wine. He still holds the record for the worst round ever at Edinburgh Foot Golf.

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Kim Gubler

Kim Gubler

Kim set up KGC in 2002, which is now acknowledged as one of the UK's leading independent pension and management consultancies. In the last 30 years Kim has developed a deep knowledge of the pensions industry and its operation.

She designed the structured research framework which supports KGC's market review and benchmarking exercises and the FM Monitoring Framework, Scheme MOT, as well as the annual Administration and Actuarial Surveys.

She was directly involved in launching PASA's administration industry standards and accreditation process. Whilst her experience covers both DB and DC, Kim is an acknowledged DC specialist. She is a Fellow of the Pensions Management Institute (PMI) and the Pensions Advisory Service (TPAS). She is Principle Examiner for Professionalism and Governance and on the Examining Board.

Kim is a Business graduate and holds a Diploma in Business Excellence, outside of pensions she enjoys spending time with her ponies.

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Lorraine Harper

Lorraine Harper

Lorraine is the Chair of PASA's Accreditation Committee and has worked with PASA through her previous employers since its inception. As Chair, Lorraine is responsible for the awarding of the accreditation and helping applicants to understand the requirements and the process of accreditation. Lorraine's committee also manages the relationship with the Independent Accrediting Assessor and makes recommendations to the Board of PASA for the development of the accreditation.

Lorraine has had a long career in pensions spanning some 45 years including pensions management consulting, in-house management roles, scheme secretarial appointments and administration procurement and consulting. For the last twelve years, Lorraine has been with Mercer and is currently a client relationship director and Head of Proposition for Mercer's Wealth Administration business. Lorraine is one of Mercer's Dashboards proposition leaders and has been working with the PDP for the last three years as part of the Alpha testing group.

Lorraine is a Fellow of the Pensions Management Institute and a member of PMI Council. Lorraine has served as a board member and as Vice President of the PMI.

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Robin Harries

Robin Harries

Robin is a consultant at Quietroom, an insight-led communications consultancy specialising in pensions, investment and insurance. He has over 10 years' experience in marketing and communications, helping organisations talk more clearly and powerfully to their customers about what they offer. Recently, his clients have included Standard Life, Aviva, Esure, the Mineworkers' Pension Scheme and HMRC.

Robin is a Bristolian. He lives in south-west London with his young family.

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Robert Holford

Robert Holford

Robert has over 15 years' experience in pensions and investments, having worked in business and investment consulting, market intelligence and regulatory strategy.

Prior to joining Altus as Life and Pensions Director, Robert was Head of Strategy & Insight for the Pensions Regulator, where he led the development and launch of the organisation's first corporate strategy designed to 'put the saver at the heart of pension regulation'. He has previously held regulatory strategy roles in Pensions and Retail Investments at the Financial Conduct Authority as well as more industry-focused consultancy roles for life company and asset management clients.

Co-author of Altus's recent whitepaper on Consumer Duty and the implementation challenges it poses for the industry: Shooting for the moon: A journey towards better retirement outcomes. He is passionate about helping clients develop and evolve their strategies and products to deliver high quality consumer outcomes and experiences.

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Hetty Hughes

Hetty Hughes

Hetty Hughes is the Long-Term Savings Policy Manager at the Association of British Insurers, responsible for leading the ABI's work on a number of areas, including the pension risk transfer market, accumulation issues, the industry Pension Attention campaign, and gone away customers and the Dormant Asset Scheme. Hetty chaired the Small Pots Industry Subgroup on transfers, and also led on the ABI's Financial Inclusion work. She is a Governor of the Pensions Policy Institute.

She joined the ABI in 2018 from Blick Rothenberg, where she trained and qualified to become a Chartered Accountant for the Institute of Chartered Accountants of England and Wales, working predominantly in audit.

Hetty has a BA in Economics and Politics from the University of Leeds.

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Daniela Silcock

Daniela Silcock

Daniela originally joined the Pensions Policy Institute (PPI) in 2008 as a Researcher. She took a short break in 2012 to work as a Committee Specialist for the Work and Pensions Select Committee and returned to the PPI in 2014.

In 2015, Daniela became Head of Policy Research where she now leads the PPI Policy Research Team and oversees the research conducted by the team. She has a wealth of experience in conducting quantitative and qualitative research into all aspects of State and private pensions policy.

Daniela has written many articles which have appeared in both the national and trade press, as well as presented to a variety of domestic and international audiences, including radio and television appearances. She is often requested to provide comment from the PPI's independent perspective on a variety of topics relating to the provision of finances in later life.

Prior to working in research and policy, Daniela was a social worker with vulnerable adults and children. Daniela has an MSc in Social Policy and Planning from the London School of Economics. In her free time, she enjoys reading, gardening and knitting.

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Richard Smith

Richard Smith

Richard has spent 35 years working in pensions administration, technology, policy and consulting, latterly specialising solely on dashboards. He's been an active member of the PASA Pensions Dashboards Working Group since its formation in March 2017 and is also the PLSA's specialist Pensions Dashboards Consultant.

At the Pensions Dashboards Programme (PDP) he led the development of the draft data standards in 2019/20; for PASA he authored the initial PASA Data Matching Convention Guidance in 2021; for Equisoft/ITM, he undertook some large-scale personal data matching research in 2022, and he is currently advising Moneyhub on becoming a white-labelled dashboard provider.

Richard's independent pensions dashboards blog (a repository of everything published about dashboards since 2014) is now approaching its ninth birthday.

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Sponsors

Barnett Waddingham

Barnett Waddingham

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With a team of 500 experienced administrators supporting over 400,000 members, across 400 pension schemes, Barnett Waddingham is one of the leading third-party administrators in the UK.

As an independent UK professional services consultancy across risk, pensions, investment, and insurance, we act as a trusted partner to a wide range of clients in both the private and public sectors.

We are a long-standing corporate member of PASA and have been awarded the gold standard for high quality pension administration by PASA for the past three years, demonstrating our long-term commitment to delivering the best possible service to both clients and scheme members.

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CFH Docmail

CFH Docmail

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For more than 40 years, we’ve been helping people achieve the results they need with innovative, impactful communications on every channel.

Our industry-leading multichannel communication solutions include hybrid mail, print & post, and online services. All delivered with a practical sensibility, focused on driving outcomes - and powerful results.

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Crown Agents

Crown Agents

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Crown Agents is the not-for-profit international development company that works in partnership with clients to design and implement practical solutions to their needs. We work with ministries, governments, institutions, donors, foundations, philanthropists and the private sector to tackle the complex challenges they face, whether that’s seeking to meet the Sustainable Development Goals (SDGs), improving the quality of life and opportunities for their citizens, or responding to the needs of a global pandemic.

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Procentia

Procentia

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Procentia is the developer of the IntelliPen family of pension and retirement benefit products.

Enabling faster implementation and increased savings to our customers, IntelliPen is an optimised system that applies automation and simplicity to the most popular processes and workflows.

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Becoming a Sponsor

For sponsorship queries:

Lucy Collett
Lucy Collett

Board Executive

lucy.collett@pasa-uk.com

07890 281 010

Register

We’re back for our 5th annual administration conference! Join us for a day dedicated to discussing the hot topics in administration.

Register

Venue

Join us at etc.venues - St Pauls - an unforgettable venue with iconic neighbours.

etc.venues St Paul's

200 Aldersgate,
London,
England,
EC1A 4HD

Closest stations: St Paul's or Barbican

Photos from 2022

Contact

Lucy Collett
Lucy Collett

Board Executive

lucy.collett@pasa-uk.com

07890 281 010