Annual Survey


2017 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 feedback provides an invaluable part of our toolkit in lobbying Government and regulators about the issues that most affect our fund members. The more responses we get, the more representative the views and the more effectively we’ll be able to work on issues such as charges, investment and governance.  

Fund members who participate receive complimentary access to the findings of the survey via our online benchmarking tool worth over £3,000.


The deadline for submissions for the 2017 Annual Survey has passed. We are now busy analysing the findings and look forward to reporting back to members towards the end of 2017.

If you have any questions about your submission, please contact Elizabeth Spratt.


The unique benchmarking tool allows you to examine data collected from the 2014, 2015 and 2016 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.

To purchase or trial the tool

You can purchase the 2016 Annual Survey here.

Alternatively, to request a demo version of the tool or to place your order, please contact Ben Harwood.