The PASA annual conference returns to London in 2025
Save the date – 24th March 2025
The theme of PASA’s 2025 conference is “Unwritten”, and will focus on the many changes and uncertainties impacting administration, embracing possibilities and moving forward with confidence, innovation and community. The change of government in Summer 2024 has already brought the launch of a Pension Review and the announcement of an upcoming Pensions Schemes Bill. The Bill is expected to build further on the topics of small pots, VFM and consolidation. Alongside this, the first schemes are due to connect to the dashboards ecosystem at the end of April 2025. It’s a critical time and the administration industry needs to be empowered to deliver real change and create a legacy for the future of pension savers. Nothing is yet set in stone. Administrators need to be part of the conversation, and strong collaboration together with skilled and thoughtful implementation are key. The upcoming challenges present great opportunity for admin to be heard and empowered.
#PASA2025
Speakers
David Walmsley
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.
Mike Ambery
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.
Jessica Rigby
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.
Richard Smith
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
Sponsors
CFH
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.
Barnett Waddingham
With freedom to take a long-term view, BW builds strong, trusted relationships with a wide range of clients, across the public and private sectors – including almost 25% of FTSE 100 and over 15% of FTSE 350 companies.
BW's structure and ethos of independence empowers its 1,600+ people across nine offices to work with clients in a more personal way. Its experts look for new solutions and go beyond the expected to achieve more. BW's flexible service delivers reliable, expert advice and solutions tailored to each client.
Trafalgar House
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.
Video Canvas
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.
These companies choose Video Canvas not only for its innovative player experience, which tailors content specifically for each viewer, but also for the robust support provided by our skilled in-house studio production team. Furthermore, our unwavering commitment to data security ensures that no client data is ever exposed to or handled directly by our product, setting us apart from other solutions in the market.
Looking ahead, our roadmap is ambitious. We plan to push the boundaries of our technology even further. We are committed to capitalising on new AI driven capabilities that will expedite video creation, elevate our accessibility features, and provide an unprecedented level of hyper personalisation in video experiences. This forward thinking approach ensures that Video Canvas will continue to revolutionise member communication, making it more engaging, personalised, interactive and secure.
