PPI DC Asset Allocation Survey 2024 |
The Pensions Policy Institute is seeking help of investment professionals to produce a central, publicly available, source which pulls together data about how asset strands within DC schemes (principally Master-trust/Multi-employer scheme and Group Personal Pension arrangements) are changing over time and what this means for schemes and their investment partners.
With the growing concern about the limited investment in UK businesses among all political parties, this is likely to be a subject of interest to policymakers over the coming months.
To aid completion and consistency we have used the definition of assets as set out in the DWP’s Statutory guidance:
Disclose and Explain asset allocation reporting and performance-based fees and the charge cap. This sets out the categories required for disclosure by trust-based DC schemes in their Chair’s Statement. We anticipate that the FCA may follow a similar set of definitions if and when it extends disclosure on asset classes.
Disclose and Explain asset allocation reporting and performance-based fees and the charge cap. This sets out the categories required for disclosure by trust-based DC schemes in their Chair’s Statement. We anticipate that the FCA may follow a similar set of definitions if and when it extends disclosure on asset classes.
This will be produced on an annual basis and published in the DC Future Book, alongside a more detailed Asset Strands Report. The Future Book is an annual compendium that sets out available data on the DC landscape alongside commentary, analysis and projections of future trends.
The survey questions cover data on asset allocation in general, as well as in the UK vs overseas.
Data will be anonymised, though contributors will have the opportunity to be acknowledged in our report and press. Participants in the survey will also be sent an early copy of the full report.
Please complete the survey by the close of Friday 5 July 2024. It should take approximately 20-30 minutes to complete for a simple scheme and a bit longer for more complicated situations. We are interested in views from all types of schemes (including small schemes and outsourced).
There are a number of questions that ask for further detail on answers given: your responses to these will help us to understand your perspective more fully.
Please contact shantel@pensionspolicyinstitute.org.uk if you have any questions.