Pension schemes and administration can now access a new guide on digital transformation, published by PASA.
This is the second part of its digital administration guidance series, and focuses on planning an effective digital transformation journey.
The guide focuses on the purpose of updating technology, in terms of improving saver experience, strengthening operational resilience and meeting both compliance and regulatory requirements.
Part one of this series looking at established strong foundations. This second guide provides actionable planning strategies for schemes of all sizes and levels of digital maturity. This includes introducing the BRIDGE (PS) framework — a practical transformation planning model designed to help schemes move from vision to implementation in a structured and user-centric way.
This framework supports schemes in developing clarity and alignment across key areas, including baseline assessment, risk appetite and governance, intention and vision, desired outcomes, gains and essential capabilities. It’s designed to help schemes avoid common pitfalls such as premature procurement or misaligned priorities, and to ensure transformation plans are grounded in organisational readiness and measurable outcomes.
The guidance also explores the importance of setting future-ready technology foundations, including system audits, addressing technical debt, strengthening back-office architecture, and making strategic decisions on ‘build vs buy’. It highlights the need for scalable infrastructure, consistent saver experiences, and robust integration approaches as schemes modernise their administration technology.
Part thee in the series will be published in February 2026, focusing on translating foundational plans into real-world delivery, including saver engagement, change management and implementation strategies.
Liam McGrath, chair of the PASA Digital Administration Working Group and CEO at Procentia says: “Digital transformation can feel complex and daunting, but it doesn’t have to be. Part 2 of our Guidance is about helping schemes plan effectively and move forward with confidence, putting savers at the centre and building a roadmap grounded in practical realities. The BRIDGE PS framework provides a structured, repeatable approach that helps schemes align people, processes and technology around a shared vision and measurable outcomes. With the right planning, digital transformation becomes achievable, scalable and genuinely value led.”
PASA chair David Fairs says: “The pensions industry is increasingly recognising digital administration is critical to delivering good saver outcomes, improving efficiency and maintaining trust.
“PASA’s Digital Admin Working Group continues to provide practical, high-quality guidance which supports schemes at every stage of their transformation journey. This second instalment is an important step forward, giving schemes a clear framework to plan and deliver meaningful, secure and saver-focused digital change.”
