Skip to main content

Your browser is out of date, and unable to use many of the features of this website

Please upgrade your browser.

Ignore

This website requires cookies. Your browser currently has cookies disabled.

Research and analysis

Pension schemes data, research reports and surveys providing an interesting overview of the current pensions landscape.

Automatic enrolment

Research and analysis relating to automatic enrolment.

Declaration of compliance monthly reports

The automatic enrolment monthly declaration of compliance report is based on information provided to us by employers when they complete their declaration, supplemented by annual reports including additional analysis and commentary.

Automatic enrolment declaration of compliance: monthly report
Published: December 2021

Older automatic enrolment research

Find older automatic enrolment research on the National Archives website:

DB pension schemes

Research and analysis relating to defined benefit (DB) pension schemes.

DB and hybrid schemes annual landscape report

Annual report on DB occupational pension schemes including those also providing defined contribution (DC) benefits.

Annual landscape report on DB and hybrid schemes 2021
Published: December 2021

Annual landscape report on DB and hybrid schemes 2020
Published: March 2021

DB schemes survey

Research on DB trust-based pension schemes.

DB survey research report 2020
PDF 1617KB , 26 pages
Published: July 2021
DB pension scheme leverage and liquidity survey
PDF 1178KB , 53 pages
Published: December 2019

Long-term funding objective (LTO)

Research from the Government Actuary’s Department (GAD).

Modelling the long-term funding objective
PDF 816KB , 40 pages
Government Actuary’s Department (GAD) report on the impact of setting the long-term funding objective under the revised defined benefit funding code of practice.
Modelling the long-term funding objective: additional information
PDF 241KB , 4 pages
Further details on the impact of setting the long-term funding objective under the revised defined benefit funding code of practice.

Purple Book

The Purple Book was a joint annual publication by the Pension Protection Fund (PPF) and The Pensions Regulator, focusing on the risks faced by DB pension schemes, predominantly in the private sector.

The Purple Book is now published by the PPF and can be found on the PPF website.

Scheme funding analysis

The annual scheme funding report is based on the analysis of valuations submitted to TPR by UK DB and hybrid schemes. The publication is produced in accordance with the UK Statistics Authority Code for official statistics which came into force in January 2009. 

Scheme funding analysis 2021
Published: July 2021
Based on Tranche 14 schemes (with effective valuation dates falling from 22 September 2018 to 21 September 2019 inclusive).

Scheme funding analysis 2020
Published: August 2020
Based on Tranche 13 schemes (with effective valuation dates falling from 22 September 2017 to 21 September 2018 inclusive).

Annual funding statement research

Research findings relating to our defined benefit (DB) annual funding statements. You can find our DB annual funding statements in our statements section.

Older defined benefit research

Find older defined benefit research on the National Archives website:

DC pension schemes

Research and analysis relating to defined contribution (DC) pension schemes.

DC trust

DC trust is an annual publication giving a high-level snapshot of the trust-based DC and hybrid landscape.

We recommend that you use the most recent version of DC trust as it includes data for the past five years.

Official statistics announcement

The DC trust scheme return data 2021 to 2022 will be published on 27 January 2022 at 9:30am.

DC schemes survey

Research on DC trust-based pension schemes.

Older defined contribution research

Find older defined contribution research on the National Archives website:

Master trust pension schemes

Master trust authorisation has raised standards for the 16 million memberships saving into the 37 authorised schemes in the market, which have demonstrated that they meet the required standards across five key areas.

Master trust market post authorisation: final facts and figures
Published: November 2019

Public service pension schemes

Research on pension schemes in the public sector.

Public service pension schemes: governance and administration research 2021
PDF 2593KB , 72 pages
Published: June 2021
This report summarises the results from our survey to track governance and administration practices among public service pension schemes.

Governance and administration risks in public service pension schemes: an engagement report
Published: September 2019
Our findings from our engagement with 10 local government funds, selected from across the UK, to understand scheme managers’ approaches to a number of key risks.

Find older research on public service schemes on the National Archives website:

Independent reviews

Independent review of communications and support given to British Steel Pension Scheme members
PDF 292KB , 41 pages
Published: January 2019
An independent review by Caroline Rookes of the communications and support provided to members of the British Steel Pension Scheme.
Action plan in response to the independent review of communications and support given to BSPS members
PDF 149KB , 7 pages
Published: April 2019
An action plan produced by The Pensions Regulator in response to the independent review by Caroline Rookes of the communications and support provided to members of the British Steel Pension Scheme.

Perceptions trackers

The perceptions tracker is an annual survey involving extensive interviews across our key stakeholder audiences. It enables us to monitor opinions and perceptions of us as a regulator and gives a good indication of how satisfied people are with their contact with us.

Perceptions tracker 2020
PDF 2013KB , 34 pages
Published: July 2021
Stakeholder perceptions survey autumn 2020
PDF 168KB , 6 pages
Published: July 2021
Perceptions tracker 2019-20
PDF 3100KB , 42 pages
Published: July 2021

Find older perceptions trackers on the National Archives website:

Data requests

Data requests
Data requests published by TPR outside of the formal FOI process.