Date - 28 April 2021
Request
a) Pursuant to FOI 5689, is it possible to supply equivalent data for five years earlier? We are interested in trends in professional trusteeship, so would like to see data for an earlier period – if precisely five years is not possible for some reason, some other earlier date would be acceptable;
b) If possible within the overall expense limit, is it also possible to say for the baseline year and the most recent year in how many cases a DB scheme has a sole trustee who is a professional trustee?
Response
I can confirm that we hold the information you have requested; please note figures are in relation to the financial year 2015/16.
Information we are able to supply
| Scheme type (X) | Defined Benefit | Hybrid |
|---|---|---|
| Number of (X) schemes with a professional trustee | 944 | 157 |
| Total number of (X) schemes | 3877 | 708 |
| % | 24.3 | 22.2 |
| Scheme type (X) | Defined Benefit | Hybrid | ||
|---|---|---|---|---|
| Category of professional trustee | Individual | Firm | Individual | Firm |
| Number of (X) schemes with a professional trustee | 208 | 1024 | 65 | 143 |
| Total number of (X) schemes | 5093 | 1230 | ||
| % | 4.1 | 20.1 | 5.3 | 11.6 |
Please note that the breakdown may not add up to the total as some schemes have multiple professional trustees, this would include:
- where a scheme has multiple professional Individual trustees, only one has been counted
- where a scheme has multiple professional Firm trustees, only one has been counted
- where a scheme has multiple professional Individual and Firm trustees, one of each has been counted