The Pensions Administration Standards Association (PASA) has published the second part of its digital administration guidance series, focused on planning the digital transformation journey.

This is second of a three-part series aiming to support schemes and administrators to provide digital transformation that improves saver experiences, strengthens operational resilience, and meets compliance and legislative requirements.

Part two of the series looks to provide actionable planning strategies for schemes of all sizes and digital maturities.

It has introduced the BRIDGE(PS) framework, a transformation planning model designed to support schemes in moving from vision to implementation.

The framework will look to help schemes to develop clarity and alignment in key areas, such as baseline assessment, risk appetite and governance, intention and vision, desired outcomes, gains, and essential capabilities.

It will also aim to support schemes in avoiding common obstacles, including premature procurement or misaligned priorities, and making sure transformation plans are grounded in organisational readiness and measurable outcomes.

PASA highlighted the importance of setting future-ready technology foundations, with the guidance to assist with system audits, addressing technical debt, strengthening back-office architecture, and making strategic decisions on ‘build vs buy’.

The guidance also emphasised the need for scalable infrastructure, consistent saver experiences, and robust integration approaches as schemes modernise their administration technology.

“Digital transformation can feel complex and daunting, but it doesn’t have to be,” commented PASA Digital Administration Working Group chair and Procentia CEO, Liam McGrath.

“Part two 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, added: “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.”

The third part of the guidance is scheduled to be published in February 2026, and will focus on translating foundational plans into real-world delivery, including saver engagement, change management, and implementation strategies.

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