PASA Annual Conference 2025

Retirement and Savings Director

Having joined Phoenix Group at the end of February 2024, Mike is Retirement and Savings Director across the Phoenix Group business. He is responsible for Thinking Forward the insights, debate and creating the platform for thought and direction across Standard Life. As a Consumer Spokesperson connecting topical and future savings and pension issues for both the consumer and press is a top priority with learnings from a global perspective being applied.

Mike previously worked with Hymans Robertson as a Partner and Head of firm-wide proposition for 17 years, most recently overseeing the DC Master Trust consolidation for a number of high-profile corporate clients. He also advised on both M&A as well as creating one of the leading UK independent benchmarking tools on the provider market.

Amanda has 20 years' experience in the pensions industry with a background in Pensions Management, Trustee Secretarial, Administration and Governance. She has worked both in-house (including for a FTSE 100 Company) and within major Third-Party Administrators.

Amanda's recent experience includes managing in-house administration team, responsible for day to day administration of a £1bn+ DB pension scheme, a £100m+ DC pension scheme (held under Master Trust) as well as various medical and life assurance policies. She was also Scheme Secretary and governance lead for the £1bn+ DB pension Scheme and sat on corporate Pension & Benefits Governance Board for all other benefits. During this time, she sat on and chaired the Administration and Governance sub-committees.

Amanda has experience working with both DB and DC Trustee Boards on all aspects of day to day pension scheme management as well as a range of complex matters such as ETV exercises, Master Trust Selection, movement to a Fiduciary Management model, GMP reconciliation and equalisation, Flexible Apportionment Agreements, outsourcing of administration providers, adviser reviews, tender exercises and implementation of automatic enrolment.

Amanda has a strong focus on good governance and uses this as a method to reduce the operational risk of Trustee Boards. She combines this with an excellent technical understanding of administration, member matters, communications and benefit calculations. Due to the nature of her in-house experience, she brings a unique view from both sides of the table (Trustee and Employer) and helps to pull these two views together to reach a common goal. Her strengths include project management, risk review, compliance, relationship management, attention to detail and problem solving.

Amanda is a fully-accredited professional trustee with the Association of Professional Pension Trustees.

Paul leads DC advisory work at Muse. This encompasses support to companies and trustees in the review and selection of workplace pension scheme providers, supporting the selection of DC consultants to own trust schemes, ongoing support for governance committees established to oversee DC arrangements, and supporting DC providers with benchmarking and strategy work.

Prior to this, Paul ran national DC Consulting teams for HSBC and JLT, and most recently was a Partner at XPS Pensions Group plc running their DC master trust, the National Pension Trust – responsible for the scheme commercials, administration, service delivery to members, investment proposition, technology – and the relationships with the TPR and Trustees. Before its sale to SEI, the scheme had grown to assets of £1.5bn and was known for its market leading investment performance.

With over 30 years' pensions administration experience at Capita, Aon, Mercer and the Pensions Management Institute (PMI), Geraldine has been instrumental in developing industry guidance, particularly in relation to GMP Equalisation and the Pensions Dashboard. In addition, Geraldine is also the current Chair of the GMP Equalisation Working Group at the Pensions Administration Standards Association (PASA).

Kristy Cotton is a Director at PwC and the long standing Chair of the PASA Data Working Group. Kristy recently moved to PwC and heads up Data Services to pension schemes and providers. Kristy has over 15 years of advising trustees, administrators and employers on data related issues, helping to improve data quality and processes and undertake data and benefit remediation projects..

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.

Adam has been working in the pensions sector for just over 10 years now. He joined MaPS in 2021 as a Senior Pensions Policy and Proposition lead. Before joining MaPS Adam previously worked in a similar role at Fidelity International and prior to that as a chartered financial adviser specialising in at retirement advice.

PASA Chair

Kim has more than 30 years' industry experience, and is a Fellow of the PMI and Pensions Advisory Service. She created KGC, one of the few remaining independent governance consultancies, in 2002.

Kim is a strong advocate of leveraging technology for better saver outcomes. She was a founding director of PASA and has been Chair since 2019. She's a Professional Independent Trustee of Smart Pensions Master Trust and an Accredited Professional Trustee. Kim is a member of the Pension Dashboards Advisory Group and DWP's Default Consolidator Delivery Group. She has engaged with government departments and regulatory bodies on a number of initiatives to help deliver a more robust pension system. Kim is PMI's Principal Examiner for Professionalism and Governance and sits on PMI's Examining Committee.

Kim is a business graduate and holds a Diploma in Business Excellence. Outside of pensions she is a British Dressage judge, and competes on her own horses.

Colin has been in the pensions industry for well over 30 years, and has always specialised in Pensions Administration. After an initial spell in operations at Scottish Life/Royal London he has spent the bulk of the last 20 years in third party administration senior sales roles at Capita, Aon and ITM. Colin is now Sales Director at Aptia, where he sits on the Senior Leadership team, and is passionate about bringing new innovations and initiatives to the market.

Alison Hatcher is a passionate pension expert and professional trustee with over 20 years experience in financial services. She was previously the CEO of HSBC Retirement Services Limited and Head of Global Pension Strategy Corporate Clients. Alison is one of the founders of Women in Pensions, an industry group set up to support women. She is an active pensions and retirement market participant speaking at conferences. Alison sits on the Board of the Pensions Regulator and the Islington and Shoreditch Housing Association. She previously sat on the Pensions and Lifetime Savings Association Board. Alison is a member of the investment sub-committee for Warwick University.

Philip co-founded Guiide with a mission to help all people get the best retirement outcome. He has been at the forefront of innovation in pensions for all his +30 years in the industry with Prudential and KPMG. Since the government gave people the freedom to do what they want with their retirement savings in 2016 he has been seeking ways to help people through the complexities of securing the financial future they want leading to the launch of Guiide just when it was needed most during the pandemic.

Jo is Head of Governance and Secretarial Consulting at Gallagher and has over 25 years' experience in pensions. Gallagher provides actuarial, investment, risk transfer, governance and secretariat and administration services to schemes varying in size and complexity.

Jo commenced her pensions career within administration, before transitioning into governance and trustee secretariat in 2005. She specialises in providing support to Defined Benefit trustee boards to enable them to achieve high standards of governance in a proportionate and pragmatic way. Jo works with some of Gallagher's key UK and multinational clients.

Jo graduated from Loughborough University and is an Associate of the Pensions Management Institute.

Approaching her 25-year anniversary as Managing Director of Target Professional Services, Lisa Lyon is a pioneer of the pensions industry. With decades of experience in data management and tracing solutions, Lisa's leadership has enabled Target to grow into the market leading tracing and identity provider it is today. Highly regarded and known for her appetite for continuous improvement, Lisa introduced automated tracing to the pension industry and developed an investigated mortality screening service.

Additionally, as the Founder and CEO of mypensionID, Lisa introduced the first reusable biometric app exclusively for the pensions industry in 2019, revolutionising digital verification for UK pension members worldwide. Lisa supports various government departments and private-sector organisations in regard to digital identity and data security standards. She has nearly 30 years experience prioritising consumer data within the pension sector, and for the last 6 years within the financial sector, she has been focusing especially on secure consumer digital journeys.

Outside of her professional achievements, Lisa is also passionate about giving back to the local community having set up Full Up! - Nutritious Meals for Kids in 2020, a charity that provides meals to local children from low-income families during school holidays.

Group CEO, Procentia

Liam is an experienced leader with over 30 years experience in financial services software and technology, working for organisations such as Royal and Sun Alliance, Royal Bank of Scotland, and Equiniti. As Group COO at Equiniti, and Divisional CEO of EQ Digital, Liam was responsible for all operational and technology delivery of its third-party Pension Administration business. He is now Group CEO at Procentia, a global provider of pensions administration technology to some of the largest and most complex pension schemes in the UK and the US.

Liam is the current Chair of PASA's Digital Admin Working Group (DigWG).

SAUL & PASA Standards Committee Chair

Donna McGuire is the Chief Transformation Officer for SAUL Trustee Company (STC). SAUL is a large mixed benefit, multi-employer scheme with assets in excess of £3.4bn and a membership of 90,000. Donna joined STC in 2012. She is also a scheme strategist for SAUL's registered Master Trust.

She is a member of SAUL's executive management team, she maintains ownership of SAUL's digital transformation strategy to provide high quality services to members and employers. She works closely with the SAUL Trustee providing support and strategic planning. She has experience in managing the complex and diverse administration operations for SAUL.

Donna has an extensive career in the administration industry including the management of varied pension arrangements and clients, from both a third party and in house perspective.

She has been a volunteer with PASA since 2016 and the chair of PASAs Standards Committee since 2019.

Girish Menezes is Partner and Head of Administration at Isio, a Board Director of PASA and a member of the Pensions Management Institute's Advisory Council. He has a Masters in Management from the London Business School.

Innovation Senior Director, LifeSight GB

Stew is an experienced pensions professional, responsible for leading the discovery of some of the most significant areas of innovation and future developments for LifeSight, WTW's DC master trust. LifeSight's ambitious targets is securing better pension outcomes for people all over the country, and a lot of Stew's focus is currently around decumulation solutions, support for members making retirement decisions and overall member engagement.

Stew has previously been part of WTW's specialist team developing and delivering derisking solutions for pension schemes. In particular, leading the design and implementation of member choice exercises for DB and DC schemes, and the use of insurance products to better manage DB pension scheme risks. Stew was a member of the Incentive Exercise Monitoring Board (IEMB), the body which set the industry Code of Good Practice for how member choice exercises should be run. Earlier in his career, Stew was a scheme actuary to a number of DB schemes.

Stew holds a degree in Business Economics from Durham University and is a Fellow of the Institute of Actuaries.

Alan Pickering is President of BESTrustees and a Trustee of a number of pension schemes. These include Clara Pensions and the Mercer Master Trust. He is also Chairman of the Civil Service Pensions Board.

Alan was the inaugural Chairman of the governance group of the Royal Mail Statutory Pension Scheme. He was a Trustee of the Kosovo Pensions Savings Trust between 2011 and 2015. Until February 2013, he chaired the financial literacy charity, Life Academy. He has served as a non-executive director of The Pensions Regulator having previously been a member of the Occupational Pensions Board.

Alan is a past Chairman of the National Association of Pension Funds (NAPF), now known as the Pensions and Lifetime Savings Association (PLSA) and the European Federation for Retirement Provision (EFRP). His Government sponsored report "A Simpler Way to Better Pensions" was published in July 2002.

Alan is an accredited professional trustee with the APPT and was awarded the CBE in 2002. Away from Pensions, Alan is President of his local allotment society, Chairman of Blackheath and Bromley Harriers Athletic Club and was a former Vice President of the Race Horse Owners Association.

Specialist areas: Governance; Scheme Mergers; Defined Contribution schemes with particular reference to Financial wellness.

Eve is Senior Director of Strategic Delivery at Smart Pension, which makes her responsible for creating and delivering Smart’s strategy, propositional development and policy stance in the UK across both the Master Trust and wider business.

Before joining Smart, Eve worked for three years at Nest as the Acting Director of Customer Engagement leading multi-disciplinary teams responsible for understanding Nest’s broad range of customer groups and ensuring that the Master Trust delivered to their needs.

Prior to this Eve worked for 20 years at Mercer. During this time Eve fulfilled various roles in the pension consulting business including a series of different leadership positions. Her roles covered business change and software development, operational management, financial wellbeing, proposition development and ultimately leading the UK DC consulting team.

When not working in pensions, Eve is a solo and choral singer performing at local concerts, entertaining audiences with a variety of music styles. She is also a keen cook, serial house renovator and is increasingly engaged (without remuneration) as a taxi driver and sport supporter to her two children.

Amy Regler graduated from Sheffield University with a 2.1 degree in social policy and sociology and is a qualified PRINCE2 and MSP Practitioner. She moved into local government in 2007 where she has worked in a variety of project management roles.

Amy joined West Midlands Pension Fund in 2010, from the City of Wolverhampton Council, where she worked within their Corporate Programme Office. During her time at the Fund, she has been responsible for the implementation of a number of large scale projects, including the LGPS 2014 scheme changes, the transition to electronic benefit statements and the implementation of monthly submissions; and the management of the Business Performance and Data team. Within her role as the Head of Operations at the Fund, Amy is now responsible for managing the Benefit Operation teams and the Fund's System and Technical teams, leading on driving business efficiency and administration by exception.

Jessica Rigby has over 20 years of pensions operational, governance and strategy experience with specialisms in DC master trusts and consolidation. She is the Chair of the PASA DC working group, leading a large group of experts in delivering practical guidance to PASA members. She is also Fellow of the Pensions Management Institute and continues to support the institute by mentoring students.

Anish is Director of Global Pensions Policy and Propositions at Capita Pension Solutions. He's known as an influential voice across pensions, for both his thought leadership and innovative approach to addressing today's pensions issues. With nearly three decades of experience, he has held senior roles at leading firms including Mercer, PwC, Hymans Robertson, Barclays, and Smart. Anish has advised master trusts, trustees, and corporate clients on defined contribution and defined benefit schemes. Anish is a member of both PASA's DC and Pensions Dashboards Working groups and a Fellow of the Pensions Management Institute (PMI). He also serves on the PMI Advisory Council, helping to shaping the future of pensions.

Tim Robinson is a partner in the Forensic Services team at Crowe UK, helping organisations ensure that they are properly protected against the latest manifestations of fraud and cybercrime, meet regulatory expectations and respond effectively in the event of an incident. He works with businesses of varying sizes from a range of sectors but has a particular focus on the pensions sector, working with schemes and their suppliers. I also chair PASA's Cybercrime and Fraud Working Group.

Sophia is a partner and Head of DC at XPS Group and is currently President of the Society of Pension Professionals. She has almost 30 years' experience in the UK pensions industry and advises corporates and trustees across all areas of their DC schemes including optimising benefit design, developing investment solutions, improving member engagement and ensuring effective scheme governance.

She is a well-known industry and media commentator on DC market developments and feels passionately that we must tackle short-term financial resilience as well as deliver better long-term retirement products, if we're going to help today's workforce to retire with the security and lifestyle they want.

Outside of work Sophia runs a Girlguiding group, is a Trustee of a foodbank and refugee charity and spends the remainder of her spare time playing tennis and walking her 2 energetic dogs.

Volunteer Chair, Pensions Dashboard Operators Coalition, (PDOC)

Richard Smith has been a pensions professional since 1987, focusing solely on pensions dashboards since 2019, with multiple roles across the UK dashboards initiative, including:

• Volunteer Chair of the (Pensions) Dashboard Operators Coalition ((P)DOC) comprising 15 firms who intend to offer their customers a commercial dashboard
• PLSA's specialist Pensions Dashboards Consultant since 2021
• Member of the PASA Pensions Dashboards Working Group since 2017 and lead author of the industry-standard PASA Data Matching Convention (DMC) Guidance
• Expert speaker on pensions dashboards at events and on podcasts and webinars

Previously, Richard:

• Went on an independent research tour in 2023 of the five continental European countries which have operated dashboards for decades, with all his detailed research findings being publicly available on his independent dashboards blog which he has maintained since the dashboards initiative started in 2014 (co.uk)
• Authored award-winning, large-scale personal data matching research in 2022 with the leading Integrated Service Provider (ISP) PensionFusion from Equisoft/ITM
• Led Government's development of Pensions Dashboards Data Standards in 2020
• Was Nest's representative on the ABI Pensions Dashboard Prototype Project in 2017

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!

Chris is a dedicated pensions professional working with a variety of defined benefit and defined contribution schemes throughout their lifecycles. Chris has over 20 years' experience since graduating from university with an accountancy degree.

In Chris's role as Pension Administration Manager for the Leeds office of Barnett Waddingham, he is responsible for the wellbeing and development of over 70 staff and heavily involved in recruitment and training processes. Chris runs Barnett Waddingham's "Ideas Group" which encourages administrators to share innovations around efficiencies for day-to-day working processes across all seven offices.

Chris's current responsibility is leading Barnett Waddingham's project for GMP Reconciliation and Rectification across all contracted-out clients. This involves managing system developments, designing reports to clients and monitoring resource levels and progress with queries on an individual scheme basis.

Chris is a PASA Board Member and is Chairman of the Pensions Management Institute's North East Regional Group and holds the PRINCE2 qualification.

Commercial Director (New Propositions), Lumera

Maurice plays a key role in ensuring Lumera's propositions and innovations meet the evolving needs of their clients. Through his deep understanding of technology, financial services regulation, and industry developments he provides consultancy on a wide range of life and pensions data issues. This expertise enables Lumera to continually focus on solutions to support the biggest challenges in the industry.

He also chairs PASA's Pensions Dashboards Working Group, which provides support to the industry on the implementation process of Pensions Dashboards. Through creating guidance and raising awareness the working group provide insightful input to key stakeholders.

Maurice has worked in financial services specialising in corporate pensions throughout his career, including roles at ITM, Watson Wyatt and Punter Southall.

David is a Chartered Accountant and joined TPR in 2009 as a secondee in the Covenant and Financial Analysis team, securing a permanent position in 2011. He has extensive experience covering DB and DC, Master Trust, CDC and consolidation. David has worked on some of the largest interventions TPR has been involved in, including BHS enforcement. David has played a key role in the development of policy and guidance, most recently, the new DB Funding Regs, Code and accompanying covenant guidance. In additional to regulatory case work and policy development, David worked on organisational change.

Robert has worked in the world of pensions for over thirty years in various guises, having started as an eager actuarial student working on pension scheme valuations and investments. He them moved into systems programming and pensions administration.

Robert is Head of Pensions Administration at First Actuarial, where providing a great member experience is a central aim everyone shares. The Administration team handles clients of all sizes, but makes sure that the small and medium schemes get the care and attention that he feels is sadly lacking elsewhere in the industry.

He believes that it's all too easy for people in the industry to forget why schemes exist. Pensions are for people, the membership, and that is why administration is such important work.

Robert is a Fellow of the Pensions Management Institute and is the current President of the PMI.

In his spare time, he loves cycling, both as a slow active cyclist and as a spectator.

Emma is the Managing Director (MD) of Retirement and Longstanding, where she is responsible for shaping and executing Scottish Widow's retirement strategy including individual later life propositions and Bulk Annuities. She is also responsible for Scottish Widow's legacy propositions closed to new customers. Emma is a member of the Independent Governance Committee, the Mastertrust Strategist Committee from February and is the CEO of the ACD Board.

Prior to joining Scottish Widows in June 2015, Emma was a partner at a leading pension consultancy, specialising in helping trustees and companies manage defined benefit pension scheme risk using insurance solutions. Emma has held senior positions at several other insurance companies, with over 25 years' experience in the pensions and retirement industry.

With a degree in Microbiology and Biochemistry, and a passion for the Health Industry, Emma also sits on the Board of Trustees for the Centre for Health and the Public Interest.

Duncan has 33 years of UK Pensions experience, with the last ten years spent at EQ where he is currently the CEO of their Retirement Solutions business and MyCSP Limited. EQ Retirement Solutions provides full outsourced administration, payment and software services to many of the largest UK Public and Private sector pensions schemes and several of the UK's leading bulk and individual annuity providers.

Before joining EQ, he spent 18 years at Aon Hewitt as a Scheme and Corporate adviser and latterly as their UK Chief Operating Officer. He is a Certified Pensions Actuary and has experience of delivering service from multiple sites and across multiple geographies. Duncan sits on several UK and Indian Boards, including a UK FCA regulated entity.

If you don't remember 2006's pensions tax "simplification", lucky you!

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If a pension scheme is an F1 race car, we are the mechanics who keep it on the track for the whole race.

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Bravura is the leading technology-only provider to the global pensions, wealth and funds industries. Our solutions connect these organisations to their financial networks, automate complex business processes and extend their reach. Our mission is to help our clients extend their capabilities.

Through digitisation and digitalisation, we make new ways of doing things possible. We are the network of financial networks, enabling firms to do business with the largest range of counterparties and asset classes possible. We also bring new efficiencies to in-house processes, enabling organisations to reshape the way they operate and deliver greater investor value.

More than £4.4 trillion in assets are held in accounts entrusted to Bravura's systems while we process £1 trillion of investment value each month.

Bravura is headquartered in Australia with offices across New Zealand, United Kingdom, Europe, Africa, India and Asia. Bravura Solutions is listed on the ASX (ticker symbol BVS).

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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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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 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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Lumera is dedicated to the digital transformation of the European Life and Pensions industry. As insurtech innovators, we provide future-proof core technology for policy administration.

The Prudent Revolution is our mission - bridging technology and partnership to navigate the fastest, safest path through complex change for L&P providers.

We combine tech and industry expertise with relevant market experience to offer a broad range of consultancy and data services - from managing faultless legacy system migration to facilitating compelling end-user experiences.

Based in Stockholm, Lumera has significant presence with offices in the United Kingdom, the Netherlands, Norway, Sweden, India and Vietnam.

Lumera is majority owned by Monterro, a leading Nordic software investor.

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With an increasing number of pensioners settling globally, payments must be global too. With Navro, you can seamlessly pay pensioners all around the world on time and in full, with no hidden fees, in 137 currencies and over 200 territories.

Navro is an FCA regulated global payments platform working with leading administrators and schemes, and by tying together the global payments landscape via a single interface, Navro gives you access to the fastest, most reliable and cost-effective payment methods you need to pay members, wherever they are around the world.

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OnBoard provides a secure and intuitive board portal, optimising governance, meetings, and decision-making. With user-friendly design, award-winning customer service, real-time collaboration, OnBoard addresses real-world needs, reducing complexity for boards and leadership teams. OnBoard ensures all stakeholders are informed, happy, and engaged, helping you achieve your organisation's mission and vision.

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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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At PwC, our purpose is to build trust in society and solve important problems. It is this focus which informs the services we provide and the decisions we make. Demonstrating genuine leadership is more important to us than size or short term revenue growth.

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RSM is a large, independent UK firm of chartered accountants and business advisers with a well-established and highly regarded audit practice.

RSM operates out of 30 offices across the UK delivering local and national specialist expertise. We have 7 Pensions Centres of Excellence. This includes 6 partners, 5 directors, 24 managers, and over 100 professional staff spread across seven locations. We work with around 360 pension audit clients, ranging from the smallest individual arrangements to large schemes of Stock Exchange listed companies.

In addition, RSM are PASA's chosen Independent Assessor to conduct Accreditation assessments. PASA Accreditation demonstrates to your client(s) and/or members and policyholders the administration operation complies with the PASA Standards for good quality administration. These are output driven standards - focusing on the experience of the members and trustees which will progressively and continually improve over time.

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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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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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Video Canvas, developed by the award-winning Money Alive Limited, is a pioneering personalised and interactive video communication tool designed to redefine how member communications can be experienced. Our mission is to lead the industry using the most advanced video based storytelling techniques available.

Since its launch, Video Canvas has quickly become the technology of choice for leading entities in the pension sector, including Heywood Pension Technologies, Railpen, and First Actuarial.

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