What is it?

  • Asset based data sourced from all 10 active providers servicing the workplace pensions market
  • First started in 2010 now in its 5th year of publishing
  • Data on schemes, members and assets is aggregated, anonymised and published on a semi-tailored annual cycle
  • The analysis is based on a robust framework and continual improvements made since 2010
  • Key analytical features include: asset based market size and share, distributor footprint, contribution and transfer flow, new business acquisition, sponsor segmentation and investment proposition

Who will benefit?

  • Workplace executives- offers hard evidence for business plans with robust facts, figures and forward indicators
  • Distribution teams- identifies leading EBC opportunities and hot spots of demand
  • Product developers- supports new proposition investment through data, analysis and forecasting
  • Investment proposition- supports the analysis and review of fund managers supplying components to the default and self select range

Publication Date: Q4 Every Year

Sample Pages

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Contact Us

For more information contact
Nigel Birch,
Managing Director,
or call +44 (0)20 3411 7315