Driving Value for Money in Defined Contributions: Survey | PLSA
Driving Value for Money in Defined Contributions: Survey

Driving Value for Money in Defined Contributions: Survey

27 October 2021

The PLSA would like to get your views on the Joint Discussion Paper (DP) launched by the FCA and TPR to help construct a common framework with which to assess Value for Money (VFM) in all FCA and TPR regulated DC schemes.

The paper covers the accumulation phase, but aims to align measurement of VFM with the framework set out in the FCA’s recently published Policy Statement which addresses VFM in decumulation. The three key elements against which it plans to assess VFM are investment performance, customer service/scheme oversight, and costs & charges.

The paper is aimed primarily at providing those overseeing schemes, i.e. trustees and IGCs, with consistent information on which to make comparisons between schemes.

Please share your views by taking this short survey, which should take no longer than 10 minutes to complete. The survey will close on Friday 5 November.

Take the survey

Navigate to ...