Research and analysis

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: May 2022

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.

Long-term funding objective (LTO)

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

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.

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.

DC trust: scheme return data 2021 to 2022
Published: January 2022

DC trust: scheme return data 2020 to 2021
Published: March 2021

DC trust: scheme return data 2019 to 2020
Published: February 2020

DC schemes survey

Research on DC trust-based pension schemes.

Research on pension schemes in the public sector.

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.

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.