Annual Survey


Our Annual Survey provides a wealth of statistics and information on workplace pensions, and is the largest, most representative and in-depth study of its kind.

The survey describes the nature of pension schemes provision in the private and public sector (including charities, universities and non-departmental public bodies) and local government pension schemes. It covers scheme size (membership and assets), funding, risk management, asset allocation and governance.

The feedback provides an invaluable part of our toolkit in lobbying Government and regulators about the issues that most affect our fund members. 

The 2017 survey was conducted between 5 June and 28 July 2017.

If you have any questions about the survey, please contact Kate Boulden.


The unique benchmarking tool allows you to examine data collected from the 2014, 2015, 2016 and 2017 Annual Survey by theme and also by survey question and create your own reports.

Users are able to:

• View four thematic reports on key scheme metrics;
• Customise and save their own dashboards with metrics of their choice;
• Download aggregated data and charts in PowerPoint and Excel format;
• Download the Annual Survey, questionnaire and guidance notes directly from the tool.

Read more about the results here.

To purchase or trial the tool

To order the 2017 Annual Survey or to request a demo version of the tool, please contact Ben Harwood.

You can purchase the Annual Survey data from previous years here.