Digital Admin Survey

Digital administration refers to the streamlined and technologically-driven management of pension plans and retirement benefits. This approach leverages digital tools and platforms to efficiently handle tasks such as enrolment, contributions, calculations and communication between providers, employers and savers. Digitalising these processes aims to enhance accuracy, transparency and accessibility while reducing paperwork and administrative overheads.

The PASA Digital Admin Working Group (DigWG) would like your feedback on your scheme’s journey (or schemes’ journeys) with digital administration.

All answers given are strictly confidential and anonymous, and results will be analysed independently. We’ll only see a summary of the overall results, which will be used to help shape the thinking and future content completed by the DigWG.

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* 1. What is your main role?

Trustee

Third Party Administrator

Pensions Manager

In-house Pensions Administrator

Employer/ scheme sponsor

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* 2. Type of scheme? TPAs please select all relevant scheme types that apply:

DC single trust

Hybrid

Master Trust

Other (please specify)

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* 3. What is the size of your scheme? TPAs please select all relevant scheme sizes:

Under 500 savers

501 to 1,000 savers

1,001 to 10,000 savers

Above 10,000 savers

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* 4. Where would you put your digital admin processes in terms of the following options:

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* 5. On a scale of 1 to 5, how important is Digital Admin for you and your pension arrangement(s)? (1 is not necessary and 5 is very important)

	1	2	3	4	5
Digital records (a database - not paper and not scanned pdfs)	Digital records (a database - not paper and not scanned pdfs) 1	Digital records (a database - not paper and not scanned pdfs) 2	Digital records (a database - not paper and not scanned pdfs) 3	Digital records (a database - not paper and not scanned pdfs) 4	Digital records (a database - not paper and not scanned pdfs) 5
Ongoing data cleansing (ongoing mortality and existence checks (Using an online service or with the saver directly via a saver portal)	Ongoing data cleansing (ongoing mortality and existence checks (Using an online service or with the saver directly via a saver portal) 1	Ongoing data cleansing (ongoing mortality and existence checks (Using an online service or with the saver directly via a saver portal) 2	Ongoing data cleansing (ongoing mortality and existence checks (Using an online service or with the saver directly via a saver portal) 3	Ongoing data cleansing (ongoing mortality and existence checks (Using an online service or with the saver directly via a saver portal) 4	Ongoing data cleansing (ongoing mortality and existence checks (Using an online service or with the saver directly via a saver portal) 5
Ongoing data enrichment (spousal append, email append, etc)	Ongoing data enrichment (spousal append, email append, etc) 1	Ongoing data enrichment (spousal append, email append, etc) 2	Ongoing data enrichment (spousal append, email append, etc) 3	Ongoing data enrichment (spousal append, email append, etc) 4	Ongoing data enrichment (spousal append, email append, etc) 5
Connecting to Pensions Dashboards	Connecting to Pensions Dashboards 1	Connecting to Pensions Dashboards 2	Connecting to Pensions Dashboards 3	Connecting to Pensions Dashboards 4	Connecting to Pensions Dashboards 5
Digital identity verification (no physical certificates)	Digital identity verification (no physical certificates) 1	Digital identity verification (no physical certificates) 2	Digital identity verification (no physical certificates) 3	Digital identity verification (no physical certificates) 4	Digital identity verification (no physical certificates) 5
Bank account verification	Bank account verification 1	Bank account verification 2	Bank account verification 3	Bank account verification 4	Bank account verification 5
Automation of Payroll processes	Automation of Payroll processes 1	Automation of Payroll processes 2	Automation of Payroll processes 3	Automation of Payroll processes 4	Automation of Payroll processes 5
Automation of Treasury processes	Automation of Treasury processes 1	Automation of Treasury processes 2	Automation of Treasury processes 3	Automation of Treasury processes 4	Automation of Treasury processes 5
Automation of Accounting processes	Automation of Accounting processes 1	Automation of Accounting processes 2	Automation of Accounting processes 3	Automation of Accounting processes 4	Automation of Accounting processes 5
Automation of Administration processes	Automation of Administration processes 1	Automation of Administration processes 2	Automation of Administration processes 3	Automation of Administration processes 4	Automation of Administration processes 5
Automation of data submissions to and from internal sources (e.g. departmental)	Automation of data submissions to and from internal sources (e.g. departmental) 1	Automation of data submissions to and from internal sources (e.g. departmental) 2	Automation of data submissions to and from internal sources (e.g. departmental) 3	Automation of data submissions to and from internal sources (e.g. departmental) 4	Automation of data submissions to and from internal sources (e.g. departmental) 5
Automation of data submissions to and from external sources (e.g. employers)	Automation of data submissions to and from external sources (e.g. employers) 1	Automation of data submissions to and from external sources (e.g. employers) 2	Automation of data submissions to and from external sources (e.g. employers) 3	Automation of data submissions to and from external sources (e.g. employers) 4	Automation of data submissions to and from external sources (e.g. employers) 5
Automated benefit calculations (more than 80% automated)	Automated benefit calculations (more than 80% automated) 1	Automated benefit calculations (more than 80% automated) 2	Automated benefit calculations (more than 80% automated) 3	Automated benefit calculations (more than 80% automated) 4	Automated benefit calculations (more than 80% automated) 5
Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in 1	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in 2	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in 3	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in 4	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in 5
Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values 1	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values 2	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values 3	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values 4	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values 5
On demand reporting, e.g. automated reports running from live database	On demand reporting, e.g. automated reports running from live database 1	On demand reporting, e.g. automated reports running from live database 2	On demand reporting, e.g. automated reports running from live database 3	On demand reporting, e.g. automated reports running from live database 4	On demand reporting, e.g. automated reports running from live database 5

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* 6. If you answered “1” to one or more of the above. Please describe why these are not important.

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* 7. As an industry, in your opinion please move and rank the main barriers to schemes progressing on their digital admin journey? 1 being the biggest barrier, 9 being the smallest barrier.

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* 8. Please specify (if any) what the 'other' barrier stopping schemes progressing on their digital admin journey is.

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* 9. How far along are you on your digital admin journey?

Fully embedded

Highly embedded

Moderately embedded

Early stages

Not started

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* 10. Please move and rank these digital admin efficiencies in importance to you. 1 being the most important, 9 being the least important.

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* 11. Have you surveyed your savers to find out what is important to them and what functionality they are comfortable with online?

Yes

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* 12. If you answered yes to question 11, please provide a short comment on your findings.

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* 13. If you answered 'no' to question 11, please provide a short explanation of why not.

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* 14. If you would be willing to speak to us in more detail about your answers, please provide your details below.

Name

Scheme Name

	Not on the road map	18 months + away	Less than 18 months away	Already have it/completed
Digital records (a database - not paper and not scanned pdfs)	Digital records (a database - not paper and not scanned pdfs) Not on the road map	Digital records (a database - not paper and not scanned pdfs) 18 months + away	Digital records (a database - not paper and not scanned pdfs) Less than 18 months away	Digital records (a database - not paper and not scanned pdfs) Already have it/completed
Ongoing data cleansing for mortality checks	Ongoing data cleansing for mortality checks Not on the road map	Ongoing data cleansing for mortality checks 18 months + away	Ongoing data cleansing for mortality checks Less than 18 months away	Ongoing data cleansing for mortality checks Already have it/completed
Ongoing data cleansing for existence checks	Ongoing data cleansing for existence checks Not on the road map	Ongoing data cleansing for existence checks 18 months + away	Ongoing data cleansing for existence checks Less than 18 months away	Ongoing data cleansing for existence checks Already have it/completed
Ongoing data enrichment (spousal append, email append etc.)	Ongoing data enrichment (spousal append, email append etc.) Not on the road map	Ongoing data enrichment (spousal append, email append etc.) 18 months + away	Ongoing data enrichment (spousal append, email append etc.) Less than 18 months away	Ongoing data enrichment (spousal append, email append etc.) Already have it/completed
Connecting to Pensions Dashboards	Connecting to Pensions Dashboards Not on the road map	Connecting to Pensions Dashboards 18 months + away	Connecting to Pensions Dashboards Less than 18 months away	Connecting to Pensions Dashboards Already have it/completed
Digital identity verification (no physical certificates)	Digital identity verification (no physical certificates) Not on the road map	Digital identity verification (no physical certificates) 18 months + away	Digital identity verification (no physical certificates) Less than 18 months away	Digital identity verification (no physical certificates) Already have it/completed
Bank account verification	Bank account verification Not on the road map	Bank account verification 18 months + away	Bank account verification Less than 18 months away	Bank account verification Already have it/completed
Automation of Payroll processes	Automation of Payroll processes Not on the road map	Automation of Payroll processes 18 months + away	Automation of Payroll processes Less than 18 months away	Automation of Payroll processes Already have it/completed
Automation of Treasury processes	Automation of Treasury processes Not on the road map	Automation of Treasury processes 18 months + away	Automation of Treasury processes Less than 18 months away	Automation of Treasury processes Already have it/completed
Automation of Accounting processes	Automation of Accounting processes Not on the road map	Automation of Accounting processes 18 months + away	Automation of Accounting processes Less than 18 months away	Automation of Accounting processes Already have it/completed
Automation of Administration process	Automation of Administration process Not on the road map	Automation of Administration process 18 months + away	Automation of Administration process Less than 18 months away	Automation of Administration process Already have it/completed
Automation of data submissions to and from internal sources (e.g. departmental)	Automation of data submissions to and from internal sources (e.g. departmental) Not on the road map	Automation of data submissions to and from internal sources (e.g. departmental) 18 months + away	Automation of data submissions to and from internal sources (e.g. departmental) Less than 18 months away	Automation of data submissions to and from internal sources (e.g. departmental) Already have it/completed
Automation of data submissions to and from external sources (e.g. employers)	Automation of data submissions to and from external sources (e.g. employers) Not on the road map	Automation of data submissions to and from external sources (e.g. employers) 18 months + away	Automation of data submissions to and from external sources (e.g. employers) Less than 18 months away	Automation of data submissions to and from external sources (e.g. employers) Already have it/completed
Automated benefit calculations (more than 80% automated)	Automated benefit calculations (more than 80% automated) Not on the road map	Automated benefit calculations (more than 80% automated) 18 months + away	Automated benefit calculations (more than 80% automated) Less than 18 months away	Automated benefit calculations (more than 80% automated) Already have it/completed
Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in Not on the road map	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in 18 months + away	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in Less than 18 months away	Saver portal - sharing static information (payslips; benefit statements; educational content). May or may not require a saver to log in Already have it/completed
Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values Not on the road map	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values 18 months + away	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values Less than 18 months away	Saver portal - self-service, e.g. update personal details, retire online, live benefits and transfer values Already have it/completed
On demand reporting, e.g. automated reports running from live database	On demand reporting, e.g. automated reports running from live database Not on the road map	On demand reporting, e.g. automated reports running from live database 18 months + away	On demand reporting, e.g. automated reports running from live database Less than 18 months away	On demand reporting, e.g. automated reports running from live database Already have it/completed