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Research and analysis

Pension schemes data, research reports and surveys providing an interesting overview of the current pensions landscape.

Automatic enrolment

Research and analysis relating to automatic enrolment.

Declaration of compliance monthly reports

The automatic enrolment monthly declaration of compliance report is based on information provided to us by employers when they complete their declaration, supplemented by annual reports including additional analysis and commentary.

Reports

Automatic enrolment declaration of compliance: monthly report
PDF 208KB , 12 pages
Published: November 2018

Commentary and analysis

Commentary and analysis reports on the impact of automatic enrolment and its role in increasing participation in workplace pension schemes.

Reports

Automatic enrolment: commentary and analysis 2018
PDF 1722KB , 41 pages
Published: September 2018
Automatic enrolment: commentary and analysis 2017
PDF 1853KB , 37 pages
Published: July 2017
Automatic enrolment: commentary and analysis 2016
PDF 874KB , 45 pages
Published: July 2016

Find older reports on the National Archives website.

Quarterly bulletins

You can now find our automatic enrolment compliance and enforcement quarterly bulletins in the Document library.

Employers research

Research to identify and track employers’ awareness, understanding, knowledge, attitudes and intended actions in relation to the 2012 pension reforms (automatic enrolment).

Reports

Find older employer research on the National Archives website.

Intermediaries research

Research to identify and track intermediaries’ awareness and understanding of automatic enrolment.

Intermediaries contacted include: independent financial advisors (IFAs), human resources (HR) professionals, payroll administrators, accountants and bookkeepers.

Reports

Find older intermediaries research on the National Archives website.

DB pension schemes

Research and analysis relating to defined benefit (DB) pension schemes.

DB pensions landscape

Annual report on all DB occupational pension schemes registered with TPR. Includes those also providing DC benefits, as well as schemes not eligible for the Pension Protection Fund (PPF).

Reports

DB pensions landscape 2018
PDF 839KB , 25 pages
Published: November 2018
DB pensions landscape 2017
PDF 1109KB , 26 pages
Published: March 2018
DB pensions landscape 2016
PDF 1618KB , 10 pages
Published: November 2016

DB schemes survey

Research on DB trust-based pension schemes.

Reports

DB trust-based pension schemes research: summary report 2018
PDF 757KB , 39 pages
Published: September 2018
DB research response 2018
PDF 57KB , 9 pages
DB trust-based pension schemes research: summary report 2017
PDF 984KB , 58 pages
Published: September 2017
DC and DB research response 2017
PDF 62KB , 12 pages

Purple Book

The Purple Book was a joint annual publication by the Pension Protection Fund (PPF) and The Pensions Regulator, focusing on the risks faced by DB pension schemes, predominantly in the private sector.

The Purple Book is now published by the PPF and can be found on the PPF website.

Scheme funding analysis

The annual scheme funding report is based on the analysis of valuations submitted to TPR by UK DB and hybrid schemes. The publication is produced in accordance with the UK Statistics Authority Code for official statistics which came into force in January 2009.

Reports

Scheme funding statistics 2018
PDF 662KB , 20 pages
Published: June 2018
Based on Tranche 11 schemes (with effective valuation dates falling from 22 September 2015 to 21 September 2016 inclusive).
Scheme funding statistics 2017
PDF 115KB , 16 pages
Published: June 2018
Based on Tranche 10 schemes (with effective valuation dates falling from 22 September 2014 to 21 September 2015 inclusive).
Scheme funding statistics 2016
PDF 152KB , 18 pages
Published: June 2017
Based on Tranche 9 schemes (with effective valuation dates falling from 22 September 2013 to 21 September 2014 inclusive).

Find older scheme funding research on the National Archives website.

Annual funding statement research

Research findings relating to our defined benefit (DB) annual funding statements. You can find our DB annual funding statements in our statements section.

Reports

DB annual funding statement 2015: research report
PDF 721KB , 42 pages
Published: February 2016
Findings from the 2015 quantitative survey among defined benefit (DB) schemes in Tranche 10 (schemes with valuation dates between 22 September 2014 and 21 September 2015).

Find older reports on the National Archives website.

DB tranche analysis

Reports

Overview of Tranche 9 analysis
PDF 50KB , 10 pages
Overview of the Tranche 9 analysis.
Tranche 9 analysis
PDF 1233KB , 39 pages
Full version of the Tranche 9 analysis.

DC pension schemes

Research and analysis relating to defined contribution (DC) pension schemes.

DC trust

DC trust is an annual publication giving a high-level snapshot of the trust-based DC and hybrid landscape.

We recommend that you use the most recent version of DC trust as it includes data for the past five years.

Reports

DC trust: presentation of scheme return data 2017 - 2018
Published: January 2018

The ninth edition of our annual statistics publication.

DC trust: presentation of scheme return data 2016 - 2017
Published: January 2017

This is the eighth edition of our annual statistics on occupational DC trust-based pension schemes and memberships.

Find older reports on the National Archives website.

DC schemes survey

Research on DC trust-based pension schemes.

Reports

Find older surveys on the National Archives website.

Pension flexibilities and exit charges

Research on the prevalence of exit fees and charges and the transfer process in occupational DC pension schemes.

Reports

Survey on exit charges in DC schemes 
PDF 304KB , 16 pages
Published: May 2016
Summarises the results from a research survey on exit charges applied to the funds of members of occupational pension schemes aged 55 and over.
Freedom and choice report
PDF 137KB , 28 pages
Published: March 2016
How occupational pension schemes have implemented the pension flexibilities.
Find older reports on the National Archives website.

Master trust pension schemes

Reports

The current master trust market: latest facts and figures
PDF 68KB , 3 pages
Published: November 2018

Public service pension schemes

Research on pension schemes in the public sector.

Reports

Public service pension schemes: a summary of governance and administration 2018
PDF 57KB , 9 pages
Published: May 2018
This report sets out how we have interpreted the findings, our expectations of those involved in running the schemes and what we will be doing over the next year to address these issues.
Public service pension schemes: a summary of governance and administration 2016
PDF 743KB , 8 pages
Published: May 2017
This report focuses on how schemes are making progress in establishing the processes that support compliance with legal requirements and meeting standards.
Find older research on the National Archives website.

Perceptions trackers

The perceptions tracker is an annual survey involving extensive interviews across our key stakeholder audiences. It enables us to monitor opinions and perceptions of us as a regulator and gives a good indication of how satisfied people are with their contact with us.

Reports

Perceptions tracker 2018
PDF 1396KB , 32 pages
Published: October 2018
Perceptions tracker 2017
PDF 890KB , 46 pages
Published: November 2016
Perceptions tracker 2016
PDF 869KB , 41 pages
Published: September 2016
Find older trackers on the National Archives website.

Record-keeping

Research and analysis relating to pension scheme record-keeping.

Reports

Record-keeping survey 2016
PDF 648KB , 37 pages
Published: November 2016
Findings from our 2016 quantitative survey and 2015 qualitative research.
Find older research on the National Archives website.

Trustee research

Research and analysis relating to trustees of DC, DB and hybrid schemes.

Reports

Professional trustee survey
PDF 241KB , 19 pages
Published: July 2017
Report of findings on the 2017 research survey.
Trustee landscape qualitative research
PDF 1003KB , 47 pages
Published: July 2016
Summarises the results from the trustee landscape qualitative interviews carried out by OMB Research, an independent market research agency, on behalf of The Pensions Regulator.
Find older research on the National Archives website.

Data requests

Data requests
Data requests published by TPR outside of the formal FOI process.