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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.

Automatic enrolment declaration of compliance: monthly report
Published: September 2023

Climate change

Research and analysis relating to climate change.

Review of climate-related disclosures by occupational pension schemes
Published: March 2023
Observations and feedback to industry based on our review of a selection of the tranche one climate-related disclosures published by occupational pension schemes.

DB pension schemes

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

DB and hybrid schemes annual landscape report

Annual report on DB occupational pension schemes including those also providing defined contribution (DC) benefits.

Annual landscape report on DB and hybrid schemes 2022
Published: December 2022

Annual landscape report on DB and hybrid schemes 2021
Published: December 2021

Annual landscape report on DB and hybrid schemes 2020
Published: March 2021

DB schemes survey

Research on DB trust-based pension schemes.

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.

Scheme funding analysis 2023
Published: August 2023
Based on tranche 16 schemes (with effective valuation dates falling from 22 September 2020 to 21 September 2021 inclusive).

Scheme funding analysis 2022
Published: July 2022
Based on Tranche 15 schemes (with effective valuation dates falling from 22 September 2019 to 21 September 2020 inclusive).

Scheme funding analysis 2021
Published: July 2021
Based on Tranche 14 schemes (with effective valuation dates falling from 22 September 2018 to 21 September 2019 inclusive).

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.

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.

The DC trust: scheme return data 2022 to 2023
Published: January 2023

DC trust: scheme return data 2021 to 2022
Published: January 2022

DC trust: scheme return data 2020 to 2021
Published: March 2021

DC schemes survey

Research on DC trust-based pension schemes.

Equality, diversity and inclusion

Research into equality, diversity and inclusion within the regulated community.
Survey on diversity among the trustee boards of defined benefit and defined contribution trust-based pension schemes PDF 392KB , 16 pages
Published: September 2022
Research by The Pensions Regulator into diversity among the trustee boards of defined benefit and defined contribution trust-based occupational pension schemes.

Promoting high standards of diversity and inclusion among our regulated community
Published: September 2022
Our action plan to support governing bodies to improve their diversity and inclusion practices.

Public service pension schemes

Research on pension schemes in the public sector.

Public service pension schemes: governance and administration research 2021 PDF 2593KB , 72 pages
Published: June 2021
This report summarises the results from our survey to track governance and administration practices among public service pension schemes.

Pension scams

Summary of a review into the threat of pension scams.

Pension scams threat assessment: summary

Published: 15 June 2022

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.

Administrator survey

Independent research carried out on behalf of TPR to gain greater understanding of pension scheme administrators and the challenges they face.
Survey of pension scheme administrators 2020 to 2021 PDF 3264KB , 72 pages
Published: June 2022
Report of findings from the 2020 to 2021 administrators survey.

Data requests

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

Older research

Find older research on the National Archives website: