DC trust: scheme return data 2022 to 2023 annex

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File 1: Schemes

Notes:

1. In this section and throughout, hybrid refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, for example, DC with DB underpin), but these schemes are not covered here.
2. Table 1.1 covers DC schemes with two or more members, excluding hybrid schemes with DC members.
3. Tables 1.2 to 1.17 cover DC schemes with 12 or more members.
4. Tables 1.2 and 1.3 include hybrid schemes with 12 or more DC members.
5. Tables 1.4 to 1.17 exclude hybrid schemes with DC members.
6. Figures in total columns may not equal the sum of figures in sub-columns due to rounding. Scheme numbers are rounded to the nearest ten.
7. Table 1.1 is shown back to 1997, as in 1997 the Occupational Pension Regulatory Authority (the predecessor for The Pensions Regulator) took control of the pension register. There is a known peak in scheme registrations in 1988, and this is shown on Table 1.18.
8. Table 1.1 is calculated starting from current scheme volumes and working back using annual scheme registrations and annual scheme wind ups. These calculations can be seen on Table 1.18.
9. Tables 1.4 and 1.5 show the number of schemes who have reported having any members aged 50 to 59. Tables 1.6 and 1.7 show all schemes who have reported any members aged 60 or over.
10. Please see accompanying descriptive text document for description of self-annuitising and lifetime annuities (shown in tables 1.11 to 1.14).
11. Please see accompanying descriptive text for definitions of governance structures (shown in table 1.8) and methodology for identifying them.
12. The regulator operates a different scheme return for micro DC schemes (schemes with fewer than 12 members), with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
13. Any figures of five or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.

Table 1.1: Total schemes by year established (excludes hybrid schemes)

Year	Total schemes year end
1997	86,580
1998	82,670
1999	76,670
2000	72,420
2001	68,710
2002	64,440
2003	59,290
2004	54,450
2005	51,120
2006	46,310
2007	42,160
2008	35,750
2009	33,340
2010	31,570
2011	30,270
2012	29,670
2013	29,520
2014	29,310
2015	29,080
2016	28,890
2017	28,570
2018	28,110
2019	26,970
2020	26,800
2021	26,620
2022	26,390

Table 1.2: Number of schemes by size (includes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	2,260	1,030	310	80	3,660
31/12/2012	1,890	980	300	70	3,240
31/12/2013	1,780	920	290	80	3,080
31/12/2014	1,670	870	290	100	2,930
31/12/2015	1,540	790	290	120	2,740
31/12/2016	1,340	710	290	130	2,470
31/12/2017	1,130	630	280	140	2,180
31/12/2018	1,000	560	270	140	1,980
31/12/2019	840	500	250	150	1,740
31/12/2020	760	420	240	140	1,560
31/12/2021	660	360	210	140	1,370
31/12/2022	590	320	180	130	1,220

Table 1.3: Number of schemes by status (includes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	1,890	770	690	320	3,660
31/12/2012	1,680	730	610	220	3,240
31/12/2013	1,560	730	590	190	3,080
31/12/2014	1,490	720	530	190	2,930
31/12/2015	1,320	690	550	170	2,740
31/12/2016	1,140	670	520	150	2,470
31/12/2017	940	620	490	140	2,180
31/12/2018	820	560	460	130	1,980
31/12/2019	740	470	410	120	1,740
31/12/2020	660	410	400	90	1,560
31/12/2021	570	360	370	70	1,370
31/12/2022	500	320	320	80	1,220

Table 1.4: Number of schemes with membership aged 50 to 59 by scheme size (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	1,530	480	130	30	2,170
31/12/2012	1,430	460	120	40	2,050
31/12/2013	1,370	410	120	50	1,960
31/12/2014	1,290	400	120	60	1,860
31/12/2015	1,220	340	120	60	1,740
31/12/2016	1,080	300	120	70	1,570
31/12/2017	890	250	110	80	1,320
31/12/2018	760	220	100	90	1,170
31/12/2019	650	180	90	80	1,000
31/12/2020	570	150	80	80	870
31/12/2021	500	120	60	70	760
31/12/2022	440	110	50	70	670

Table 1.5: Number of schemes with membership aged 50 to 59 by scheme status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	1,110	420	460	180	2,170
31/12/2012	1,050	400	440	160	2,050
31/12/2013	990	420	410	140	1,960
31/12/2014	960	400	370	140	1,860
31/12/2015	830	390	390	130	1,740
31/12/2016	700	380	380	120	1,570
31/12/2017	520	360	340	110	1,320
31/12/2018	440	320	310	110	1,170
31/12/2019	380	250	270	100	1,000
31/12/2020	340	210	260	70	870
31/12/2021	290	180	230	50	760
31/12/2022	250	150	200	70	670

Table 1.6: Number of schemes with membership aged 60+ by scheme size (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	1,210	460	120	30	1,840
31/12/2012	1,150	450	120	40	1,760
31/12/2013	1,110	400	120	50	1,670
31/12/2014	1,070	390	120	60	1,630
31/12/2015	1,010	330	120	60	1,520
31/12/2016	900	280	110	70	1,370
31/12/2017	760	240	110	80	1,190
31/12/2018	670	220	100	90	1,080
31/12/2019	590	170	90	80	940
31/12/2020	540	150	80	80	840
31/12/2021	460	120	60	70	720
31/12/2022	420	110	50	70	650

Table 1.7: Number of schemes with membership aged 60+ by scheme status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	930	360	400	150	1,840
31/12/2012	890	340	380	140	1,760
31/12/2013	830	360	360	130	1,670
31/12/2014	830	360	320	130	1,630
31/12/2015	710	340	340	120	1,520
31/12/2016	610	340	320	110	1,370
31/12/2017	470	320	300	100	1,190
31/12/2018	410	290	280	100	1,080
31/12/2019	360	230	250	90	940
31/12/2020	320	200	250	70	840
31/12/2021	270	180	220	50	720
31/12/2022	240	150	190	80	650

Table 1.8: Number of schemes by governance structure and scheme size as of 31 December 2022 (excludes hybrid schemes)

	Master trust	Bundled	Unbundled	Unknown	Total
12 to 99	0	200	250	10	460
100 to 999	0	40	70	**	110
1,000 to 4,999	0	10	40	0	50
5,000+	30	10	30	0	70
Total	30	270	380	10	700

Table 1.9: Number of schemes by use of default strategy by status as of 31 December 2022 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Does use default	190	70	50	40	350
Doesn't use default	50	80	160	40	330
Unknown	10	**	**	**	20
Total	250	160	210	80	700
% using default	76	45	24	51	51

Table 1.10: Number of schemes by use of default strategy by size as of 31 December 2022 (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Does use default	150	90	50	70	350
Doesn't use default	300	30	**	**	330
Unknown	20	**	**	**	20
Total	460	110	50	70	700
% using default	33	75	94	97	51

Table 1.11: Number of schemes allowing self annuitisations by status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2012	60	20	10	10	100
31/12/2013	60	20	10	10	100
31/12/2014	60	30	30	10	130
31/12/2015	50	30	60	10	140
31/12/2016	30	30	60	10	120
31/12/2017	30	20	60	**	110
31/12/2018	30	10	70	**	110
31/12/2019	20	10	70	**	110
31/12/2020	20	10	80	**	110
31/12/2021	20	10	90	**	120
31/12/2022	20	10	90	10	120

Table 1.12: Number of schemes allowing self annuitisations by size (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2012	50	30	10	10	100
31/12/2013	60	30	10	**	100
31/12/2014	90	30	10	**	130
31/12/2015	100	30	10	**	140
31/12/2016	90	20	10	**	120
31/12/2017	90	10	10	**	110
31/12/2018	90	20	10	**	110
31/12/2019	80	20	10	**	110
31/12/2020	90	10	10	**	110
31/12/2021	100	10	**	**	120
31/12/2022	100	20	**	**	120

Table 1.13: Number of schemes allowing lifetime annuities by status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2012	170	60	60	50	340
31/12/2013	150	70	50	40	310
31/12/2014	140	80	80	30	340
31/12/2015	120	80	100	40	340
31/12/2016	90	60	100	20	280
31/12/2017	80	60	90	30	250
31/12/2018	70	50	100	30	240
31/12/2019	60	40	90	30	220
31/12/2020	40	40	100	20	200
31/12/2021	40	30	110	10	190
31/12/2022	30	30	100	20	180

Table 1.14: Number of schemes allowing lifetime annuities by size (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2012	200	100	30	10	340
31/12/2013	190	90	30	10	310
31/12/2014	210	100	30	10	340
31/12/2015	220	90	20	10	340
31/12/2016	180	80	20	10	280
31/12/2017	160	60	20	10	250
31/12/2018	150	60	20	10	240
31/12/2019	150	50	20	10	220
31/12/2020	140	40	20	**	210
31/12/2021	130	30	20	**	190
31/12/2022	130	30	10	10	180

Table 1.15: Number of schemes with leaving members by scheme size as of 31 December 2022 (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired	100	80	50	70	300
Transferred	80	80	50	70	280
Other	40	50	40	70	200

Table 1.16: Number of schemes with leaving members by scheme status as of 31 December 2022 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Retired	160	50	40	40	300
Transferred	160	50	40	30	280
Other	140	20	20	20	200

Table 1.17: Number of schemes with assets by membership banding as of 31 December 2022 (excludes hybrid schemes)

	Non-MT				MT
	12 to 99	100 to 999	1,000 to 4,999	5,000+	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
0 to 10m	460	60	**	**	0	0	0	**	530
10m to 25m	0	30	**	0	0	0	0	0	30
25m to 100m	0	20	30	**	0	0	0	**	60
100m to 250m	0	**	10	10	0	0	0	**	30
250m to 1b	0	0	10	20	0	0	0	10	30
1b to 2.5b	0	0	0	10	0	0	0	**	10
2.5b +	0	0	0	**	0	0	0	10	10
Total	460	110	50	40	0	0	0	30	700

Table 1.18: Calculation of total schemes by year established (excludes hybrid schemes)

Year	Established	Wound up	Total schemes year end
1988	9,180	130	93,510
1989	4,340	180	97,660
1990	2,720	280	100,110
1991	3,450	1,010	102,550
1992	2,890	840	104,610
1993	2,730	1,120	106,220
1994	3,350	1,430	108,140
1995	3,120	1,890	109,360
1996	4,270	3,600	110,030
1997	3,140	26,590	86,580
1998	2,470	6,390	82,670
1999	2,010	8,010	76,670
2000	1,980	6,220	72,420
2001	1,930	5,650	68,710
2002	1,510	5,780	64,440
2003	1,400	6,540	59,290
2004	1,150	5,990	54,450
2005	1,260	4,590	51,120
2006	780	5,600	46,310
2007	590	4,740	42,160
2008	570	6,980	35,750
2009	550	2,970	33,340
2010	570	2,340	31,570
2011	630	1,920	30,270
2012	1,010	1,610	29,670
2013	1,120	1,270	29,520
2014	1,040	1,250	29,310
2015	1,040	1,270	29,080
2016	1,050	1,240	28,890
2017	810	1,130	28,570
2018	680	1,140	28,110
2019	620	1,760	26,970
2020	540	710	26,800
2021	560	740	26,620
2022	360	580	26,390

Table 1.19: Number of schemes by size and scheme benefit type

	Scheme benefit type	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	Defined contribution	1,940	550	140	40	2,670
31/12/2011	Hybrid	320	480	160	30	990
31/12/2012	Defined contribution	1,610	500	140	40	2,290
31/12/2012	Hybrid	280	480	160	30	950
31/12/2013	Defined contribution	1,500	450	130	50	2,130
31/12/2013	Hybrid	280	470	170	30	950
31/12/2014	Defined contribution	1,410	430	120	60	2,020
31/12/2014	Hybrid	260	450	160	40	910
31/12/2015	Defined contribution	1,300	360	120	70	1,840
31/12/2015	Hybrid	240	430	160	50	890
31/12/2016	Defined contribution	1,140	310	120	70	1,640
31/12/2016	Hybrid	200	410	170	50	830
31/12/2017	Defined contribution	940	260	120	80	1,400
31/12/2017	Hybrid	190	360	170	60	770
31/12/2018	Defined contribution	810	240	110	90	1,240
31/12/2018	Hybrid	180	320	170	60	730
31/12/2019	Defined contribution	680	190	90	80	1,050
31/12/2019	Hybrid	160	310	160	60	690
31/12/2020	Defined contribution	600	160	80	80	920
31/12/2020	Hybrid	160	260	150	60	640
31/12/2021	Defined contribution	530	130	60	70	790
31/12/2021	Hybrid	140	230	140	60	580
31/12/2022	Defined contribution	460	110	50	70	700
31/12/2022	Hybrid	130	210	130	60	530

Table 1.20: Number of schemes by status and scheme benefit type

	Scheme benefit type	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	Defined contribution	1,340	490	560	270	2,670
31/12/2011	Hybrid	540	280	130	50	990
31/12/2012	Defined contribution	1,170	450	480	180	2,290
31/12/2012	Hybrid	520	270	130	30	950
31/12/2013	Defined contribution	1,070	450	440	160	2,130
31/12/2013	Hybrid	480	280	150	30	950
31/12/2014	Defined contribution	1,040	420	400	150	2,020
31/12/2014	Hybrid	450	290	130	40	910
31/12/2015	Defined contribution	880	400	420	140	1,840
31/12/2015	Hybrid	440	290	130	30	890
31/12/2016	Defined contribution	730	390	390	120	1,640
31/12/2016	Hybrid	400	270	130	20	830
31/12/2017	Defined contribution	560	370	360	110	1,400
31/12/2017	Hybrid	380	250	120	20	770
31/12/2018	Defined contribution	470	330	330	120	1,240
31/12/2018	Hybrid	350	230	130	20	730
31/12/2019	Defined contribution	410	260	280	100	1,050
31/12/2019	Hybrid	330	210	130	20	690
31/12/2020	Defined contribution	360	220	270	80	920
31/12/2020	Hybrid	300	200	130	10	640
31/12/2021	Defined contribution	300	190	240	60	790
31/12/2021	Hybrid	270	170	120	10	580
31/12/2022	Defined contribution	250	160	210	80	700
31/12/2022	Hybrid	240	160	120	10	530

File 2: Membership

Notes:

1. In this section and throughout, hybrid refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, for example, DC with DB underpin), but these schemes are not covered here.
2. Tables 2.1 to 2.4 and 2.18 to 2.19 cover all DC schemes with 12 or more members, including hybrid schemes with DC members.
3. Tables 2.5 to 2.17 show DC schemes with 12 or more members but excludes hybrid schemes with DC members.
4. Figures in total columns may not equal the sum of figures in sub columns due to rounding. Membership figures are rounded to the nearest 1,000.
5. Number of reported pensioner members are not shown here, though reported pensioner members are included in the total memberships figure. Please see the accompanying text document for a fuller explanation of this.
6. Please see accompanying descriptive text document for description of self-annuitising and lifetime annuities (shown in tables 2.9 to 2.12).
7. Please see accompanying descriptive text for a definitions of governance structures (shown in table 2.17) and methodology for identifying them.
8. The regulator operates a different scheme return for micro DC schemes (schemes with fewer than 12 members), with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
9. Any figures of five or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.

Table 2.1: Membership by scheme size (includes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	78,000	358,000	660,000	1,159,000	2,255,000
31/12/2012	65,000	342,000	663,000	1,196,000	2,265,000
31/12/2013	62,000	324,000	661,000	1,566,000	2,613,000
31/12/2014	60,000	307,000	635,000	3,666,000	4,668,000
31/12/2015	55,000	286,000	658,000	5,932,000	6,931,000
31/12/2016	48,000	260,000	646,000	8,866,000	9,820,000
31/12/2017	40,000	227,000	612,000	11,743,000	12,622,000
31/12/2018	36,000	205,000	594,000	15,934,000	16,768,000
31/12/2019	31,000	183,000	569,000	18,833,000	19,615,000
31/12/2020	28,000	158,000	542,000	20,994,000	21,722,000
31/12/2021	25,000	138,000	482,000	22,767,000	23,412,000
31/12/2022	22,000	122,000	413,000	25,811,000	26,369,000

Table 2.2: Active membership by scheme size (includes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	22,000	152,000	325,000	467,000	966,000
31/12/2012	18,000	145,000	318,000	503,000	984,000
31/12/2013	18,000	138,000	317,000	818,000	1,291,000
31/12/2014	20,000	130,000	300,000	2,625,000	3,074,000
31/12/2015	16,000	123,000	336,000	4,031,000	4,506,000
31/12/2016	13,000	111,000	348,000	5,398,000	5,870,000
31/12/2017	8,000	92,000	321,000	7,010,000	7,431,000
31/12/2018	6,000	79,000	312,000	8,829,000	9,226,000
31/12/2019	4,000	73,000	277,000	9,624,000	9,978,000
31/12/2020	4,000	58,000	249,000	9,911,000	10,222,000
31/12/2021	3,000	45,000	226,000	9,891,000	10,165,000
31/12/2022	3,000	37,000	179,000	10,960,000	11,180,000

Table 2.3: Deferred membership by scheme size (includes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	47,000	195,000	327,000	662,000	1,231,000
31/12/2012	41,000	187,000	334,000	669,000	1,231,000
31/12/2013	40,000	177,000	335,000	735,000	1,287,000
31/12/2014	36,000	171,000	325,000	1,027,000	1,560,000
31/12/2015	36,000	157,000	314,000	1,887,000	2,393,000
31/12/2016	33,000	144,000	293,000	3,456,000	3,927,000
31/12/2017	30,000	129,000	287,000	4,724,000	5,172,000
31/12/2018	28,000	121,000	278,000	7,097,000	7,524,000
31/12/2019	25,000	107,000	284,000	9,201,000	9,616,000
31/12/2020	23,000	97,000	288,000	11,073,000	11,481,000
31/12/2021	20,000	91,000	254,000	12,860,000	13,226,000
31/12/2022	18,000	83,000	232,000	14,835,000	15,168,000

Table 2.4: Membership by scheme status (includes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	1,653,000	404,000	118,000	80,000	2,255,000
31/12/2012	1,707,000	393,000	115,000	50,000	2,265,000
31/12/2013	1,965,000	472,000	103,000	74,000	2,613,000
31/12/2014	4,074,000	430,000	92,000	73,000	4,668,000
31/12/2015	6,332,000	432,000	116,000	51,000	6,931,000
31/12/2016	9,249,000	424,000	109,000	37,000	9,820,000
31/12/2017	12,012,000	441,000	134,000	36,000	12,622,000
31/12/2018	16,203,000	399,000	83,000	84,000	16,768,000
31/12/2019	19,076,000	383,000	77,000	79,000	19,615,000
31/12/2020	21,084,000	422,000	122,000	95,000	21,722,000
31/12/2021	22,912,000	325,000	128,000	47,000	23,412,000
31/12/2022	25,906,000	298,000	100,000	65,000	26,369,000

Table 2.5: Membership aged 50 to 59 by scheme size (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	18,000	41,000	59,000	125,000	244,000
31/12/2012	17,000	40,000	67,000	153,000	277,000
31/12/2013	16,000	38,000	67,000	224,000	345,000
31/12/2014	16,000	37,000	61,000	561,000	675,000
31/12/2015	16,000	32,000	67,000	882,000	997,000
31/12/2016	15,000	29,000	64,000	1,301,000	1,409,000
31/12/2017	13,000	26,000	61,000	1,922,000	2,022,000
31/12/2018	12,000	24,000	52,000	2,716,000	2,804,000
31/12/2019	11,000	20,000	49,000	3,169,000	3,249,000
31/12/2020	10,000	18,000	48,000	3,586,000	3,662,000
31/12/2021	9,000	14,000	38,000	4,060,000	4,121,000
31/12/2022	8,000	13,000	28,000	4,854,000	4,902,000

Table 2.6: Membership aged 50 to 59 by scheme status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	181,000	37,000	12,000	14,000	244,000
31/12/2012	214,000	37,000	15,000	11,000	277,000
31/12/2013	272,000	43,000	13,000	16,000	345,000
31/12/2014	597,000	47,000	16,000	16,000	675,000
31/12/2015	926,000	41,000	18,000	12,000	997,000
31/12/2016	1,344,000	42,000	17,000	6,000	1,409,000
31/12/2017	1,931,000	54,000	31,000	7,000	2,022,000
31/12/2018	2,722,000	48,000	16,000	17,000	2,804,000
31/12/2019	3,172,000	46,000	15,000	17,000	3,249,000
31/12/2020	3,604,000	27,000	20,000	9,000	3,662,000
31/12/2021	4,087,000	12,000	17,000	5,000	4,121,000
31/12/2022	4,867,000	9,000	11,000	15,000	4,902,000

Table 2.7: Membership aged 60+ by scheme size (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	6,000	12,000	16,000	27,000	60,000
31/12/2012	5,000	12,000	19,000	32,000	68,000
31/12/2013	5,000	11,000	16,000	53,000	85,000
31/12/2014	5,000	11,000	17,000	140,000	172,000
31/12/2015	5,000	10,000	19,000	202,000	236,000
31/12/2016	5,000	9,000	18,000	306,000	338,000
31/12/2017	4,000	8,000	19,000	589,000	620,000
31/12/2018	4,000	8,000	17,000	893,000	921,000
31/12/2019	4,000	6,000	15,000	1,065,000	1,090,000
31/12/2020	4,000	6,000	16,000	1,286,000	1,311,000
31/12/2021	4,000	5,000	12,000	1,472,000	1,493,000
31/12/2022	4,000	5,000	10,000	1,821,000	1,839,000

Table 2.8: Membership aged 60+ by scheme status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	43,000	8,000	5,000	5,000	60,000
31/12/2012	50,000	7,000	5,000	6,000	68,000
31/12/2013	65,000	10,000	4,000	6,000	85,000
31/12/2014	151,000	11,000	5,000	6,000	172,000
31/12/2015	215,000	9,000	5,000	6,000	236,000
31/12/2016	320,000	10,000	6,000	3,000	338,000
31/12/2017	593,000	17,000	7,000	3,000	620,000
31/12/2018	895,000	14,000	6,000	6,000	921,000
31/12/2019	1,065,000	14,000	5,000	7,000	1,090,000
31/12/2020	1,291,000	9,000	7,000	4,000	1,311,000
31/12/2021	1,481,000	4,000	6,000	2,000	1,493,000
31/12/2022	1,826,000	3,000	5,000	5,000	1,839,000

Table 2.9: Membership receiving self annuitisations by status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2017	^^	^^	^^	^^	^^
31/12/2018	^^	^^	1,000	^^	1,000
31/12/2019	^^	^^	^^	^^	^^
31/12/2020	^^	^^	^^	^^	^^
31/12/2021	^^	^^	^^	^^	^^
31/12/2022	^^	^^	^^	^^	^^

Table 2.10: Membership receiving self annuitisations by size (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2017	^^	^^	^^	0	^^
31/12/2018	^^	^^	1,000	0	1,000
31/12/2019	^^	^^	0	0	^^
31/12/2020	^^	^^	^^	0	^^
31/12/2021	^^	^^	0	0	^^
31/12/2022	^^	^^	0	0	^^

Table 2.11: Membership receiving lifetime annuities by status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2012	12,000	^^	1,000	1,000	14,000
31/12/2013	12,000	^^	^^	1,000	13,000
31/12/2014	12,000	1,000	1,000	1,000	14,000
31/12/2015	10,000	1,000	1,000	^^	13,000
31/12/2016	9,000	1,000	1,000	^^	11,000
31/12/2017	3,000	1,000	1,000	^^	5,000
31/12/2018	3,000	1,000	1,000	^^	4,000
31/12/2019	^^	1,000	1,000	2,000	4,000
31/12/2020	^^	1,000	1,000	2,000	4,000
31/12/2021	^^	^^	^^	^^	1,000
31/12/2022	^^	^^	^^	^^	1,000

Table 2.12: Membership receiving lifetime annuities by size (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2012	1,000	2,000	1,000	10,000	14,000
31/12/2013	1,000	2,000	1,000	10,000	13,000
31/12/2014	1,000	2,000	2,000	9,000	14,000
31/12/2015	1,000	2,000	2,000	8,000	13,000
31/12/2016	1,000	1,000	1,000	7,000	11,000
31/12/2017	1,000	1,000	1,000	2,000	5,000
31/12/2018	1,000	1,000	1,000	1,000	4,000
31/12/2019	^^	1,000	1,000	1,000	4,000
31/12/2020	^^	1,000	2,000	^^	4,000
31/12/2021	^^	1,000	^^	^^	1,000
31/12/2022	^^	1,000	^^	^^	1,000

Table 2.13: Membership by use of default strategy by status as of 31 December 2022 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
In default	23,902,000	24,000	17,000	38,000	23,981,000
Chose Other fund	670,000	1,000	3,000	12,000	686,000
Default not available	8,000	4,000	25,000	10,000	48,000
Unknown	1,000	^^	^^	^^	1,000

Table 2.14: Membership by use of default strategy by size as of 31 December 2022 (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
In default	5,000	27,000	100,000	23,850,000	23,981,000
Chose Other fund	^^	6,000	23,000	657,000	686,000
Default not available	11,000	6,000	8,000	23,000	48,000
Unknown	^^	1,000	0	0	1,000

Table 2.15: Scheme leavers by scheme size as of 31 December 2022 (excludes hybrid schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired	^^	^^	1,000	185,000	187,000
Transferred	1,000	2,000	3,000	335,000	340,000
Other	^^	^^	1,000	35,000	36,000

Table 2.16: Scheme leavers by scheme status as of 31 December 2022 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Retired	186,000	^^	^^	^^	187,000
Transferred	337,000	1,000	1,000	2,000	340,000
Other	35,000	^^	^^	^^	36,000

Table 2.17: Membership by governance structure and scheme size as of 31 December 2022 (excludes hybrid schemes)

	Master trust	Bundled	Unbundled	Unknown	Total
12 to 99	0	6,000	10,000	0	16,000
100 to 999	0	14,000	25,000	1,000	40,000
1,000 to 4,999	0	28,000	103,000	0	131,000
5,000+	23,518,000	327,000	684,000	0	24,529,000
Total	23,518,000	375,000	822,000	1,000	24,717,000

Table 2.18: Membership by status and scheme benefit type

	Scheme benefit type	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	Defined contribution	971,000	170,000	76,000	70,000	1,287,000
31/12/2011	Hybrid	682,000	233,000	42,000	10,000	968,000
31/12/2012	Defined contribution	1,011,000	147,000	66,000	44,000	1,268,000
31/12/2012	Hybrid	696,000	246,000	49,000	6,000	997,000
31/12/2013	Defined contribution	1,293,000	151,000	47,000	69,000	1,560,000
31/12/2013	Hybrid	672,000	320,000	56,000	5,000	1,053,000
31/12/2014	Defined contribution	3,285,000	148,000	47,000	54,000	3,532,000
31/12/2014	Hybrid	789,000	282,000	46,000	19,000	1,136,000
31/12/2015	Defined contribution	5,380,000	132,000	49,000	40,000	5,601,000
31/12/2015	Hybrid	952,000	300,000	67,000	11,000	1,330,000
31/12/2016	Defined contribution	8,203,000	132,000	45,000	19,000	8,398,000
31/12/2016	Hybrid	1,046,000	293,000	65,000	19,000	1,422,000
31/12/2017	Defined contribution	11,041,000	133,000	72,000	30,000	11,277,000
31/12/2017	Hybrid	971,000	307,000	62,000	6,000	1,346,000
31/12/2018	Defined contribution	15,052,000	117,000	39,000	81,000	15,288,000
31/12/2018	Hybrid	1,151,000	282,000	44,000	3,000	1,480,000
31/12/2019	Defined contribution	17,878,000	108,000	32,000	75,000	18,092,000
31/12/2019	Hybrid	1,198,000	275,000	45,000	4,000	1,523,000
31/12/2020	Defined contribution	19,865,000	127,000	80,000	84,000	20,156,000
31/12/2020	Hybrid	1,218,000	294,000	41,000	12,000	1,566,000
31/12/2021	Defined contribution	21,639,000	41,000	70,000	35,000	21,784,000
31/12/2021	Hybrid	1,273,000	285,000	58,000	12,000	1,628,000
31/12/2022	Defined contribution	24,581,000	29,000	45,000	61,000	24,717,000
31/12/2022	Hybrid	1,325,000	268,000	55,000	4,000	1,652,000

Table 2.19: Membership by size and scheme benefit type

	Scheme benefit type	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	Defined contribution	62,000	183,000	311,000	730,000	1,287,000
31/12/2011	Hybrid	16,000	175,000	349,000	428,000	968,000
31/12/2012	Defined contribution	52,000	169,000	296,000	750,000	1,268,000
31/12/2012	Hybrid	13,000	172,000	366,000	446,000	997,000
31/12/2013	Defined contribution	49,000	151,000	279,000	1,082,000	1,560,000
31/12/2013	Hybrid	13,000	173,000	382,000	485,000	1,053,000
31/12/2014	Defined contribution	48,000	139,000	275,000	3,071,000	3,532,000
31/12/2014	Hybrid	12,000	168,000	360,000	595,000	1,136,000
31/12/2015	Defined contribution	44,000	123,000	295,000	5,140,000	5,601,000
31/12/2015	Hybrid	11,000	163,000	363,000	792,000	1,330,000
31/12/2016	Defined contribution	39,000	106,000	278,000	7,974,000	8,398,000
31/12/2016	Hybrid	10,000	153,000	368,000	891,000	1,422,000
31/12/2017	Defined contribution	31,000	95,000	271,000	10,879,000	11,277,000
31/12/2017	Hybrid	9,000	132,000	341,000	863,000	1,346,000
31/12/2018	Defined contribution	27,000	86,000	238,000	14,938,000	15,288,000
31/12/2018	Hybrid	9,000	119,000	356,000	996,000	1,480,000
31/12/2019	Defined contribution	23,000	68,000	226,000	17,775,000	18,092,000
31/12/2019	Hybrid	7,000	115,000	343,000	1,058,000	1,523,000
31/12/2020	Defined contribution	21,000	56,000	216,000	19,863,000	20,156,000
31/12/2020	Hybrid	7,000	102,000	326,000	1,131,000	1,566,000
31/12/2021	Defined contribution	18,000	46,000	165,000	21,555,000	21,784,000
31/12/2021	Hybrid	6,000	92,000	318,000	1,212,000	1,628,000
31/12/2022	Defined contribution	16,000	40,000	131,000	24,529,000	24,717,000
31/12/2022	Hybrid	6,000	83,000	282,000	1,282,000	1,652,000

File 3: Finances

Notes:

1. In this section and throughout, hybrid refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, for example, DC with DB underpin), but these schemes are not covered here.
2. All tables show DC schemes with 12 or more members but exclude hybrid schemes with DC members.
3. Figures in total columns may not equal the sum of figures in sub columns due to rounding. Scheme numbers are rounded to the nearest ten, financial amounts are rounded to the nearest £1,000,000, and membership figures are rounded to the nearest 1,000. Please note, where fields are calculated rounding is applied after totals have been derived.
4. For assets and contributions not all relevant schemes provide the information. Figures shown here represent reported amounts. Relevant data is shown in the calculations tab such that users can make their own extrapolations if they wish.
5. The phrase ‘market value of scheme assets’ refers to the fact that not all assets held by schemes have an inherent cash value (for example, property) and therefore the reported figure is based on the most recently available valuation of any such assets.
6. The regulator operates a different scheme return for micro DC schemes (schemes with fewer than 12 members), with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
7. Any figures of five or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.

Table 3.1: Assets by scheme size (reported)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	£1,122,000,000	£4,108,000,000	£5,872,000,000	£11,040,000,000	£22,142,000,000
31/12/2012	£1,020,000,000	£3,821,000,000	£5,904,000,000	£12,087,000,000	£22,831,000,000
31/12/2013	£1,759,000,000	£3,808,000,000	£6,092,000,000	£14,812,000,000	£26,470,000,000
31/12/2014	£879,000,000	£3,776,000,000	£6,684,000,000	£15,687,000,000	£27,025,000,000
31/12/2015	£883,000,000	£3,436,000,000	£6,398,000,000	£22,902,000,000	£33,619,000,000
31/12/2016	£884,000,000	£3,742,000,000	£6,728,000,000	£28,095,000,000	£39,449,000,000
31/12/2017	£780,000,000	£2,985,000,000	£7,099,000,000	£37,266,000,000	£48,130,000,000
31/12/2018	£668,000,000	£3,559,000,000	£6,953,000,000	£50,116,000,000	£61,297,000,000
31/12/2019	£559,000,000	£2,433,000,000	£6,948,000,000	£61,312,000,000	£71,252,000,000
31/12/2020	£493,000,000	£2,310,000,000	£7,272,000,000	£77,382,000,000	£87,458,000,000
31/12/2021	£417,000,000	£1,893,000,000	£5,788,000,000	£105,449,000,000	£113,548,000,000
31/12/2022	£336,000,000	£1,952,000,000	£5,752,000,000	£134,985,000,000	£143,025,000,000

Table 3.2: Assets by scheme status (reported)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	£17,734,000,000	£1,985,000,000	£842,000,000	£1,582,000,000	£22,142,000,000
31/12/2012	£19,859,000,000	£1,776,000,000	£820,000,000	£377,000,000	£22,831,000,000
31/12/2013	£21,735,000,000	£2,819,000,000	£611,000,000	£1,305,000,000	£26,470,000,000
31/12/2014	£23,137,000,000	£2,193,000,000	£740,000,000	£955,000,000	£27,025,000,000
31/12/2015	£30,384,000,000	£1,710,000,000	£844,000,000	£681,000,000	£33,619,000,000
31/12/2016	£35,817,000,000	£2,389,000,000	£729,000,000	£514,000,000	£39,449,000,000
31/12/2017	£44,231,000,000	£1,690,000,000	£1,589,000,000	£620,000,000	£48,130,000,000
31/12/2018	£56,969,000,000	£2,296,000,000	£665,000,000	£1,367,000,000	£61,297,000,000
31/12/2019	£68,046,000,000	£1,614,000,000	£523,000,000	£1,068,000,000	£71,252,000,000
31/12/2020	£83,956,000,000	£1,487,000,000	£1,112,000,000	£903,000,000	£87,458,000,000
31/12/2021	£110,506,000,000	£1,069,000,000	£1,442,000,000	£531,000,000	£113,548,000,000
31/12/2022	£139,460,000,000	£967,000,000	£646,000,000	£1,951,000,000	£143,025,000,000

Table 3.3: Contributions by scheme size (reported)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2011	£52,000,000	£353,000,000	£544,000,000	£980,000,000	£1,928,000,000
31/12/2012	£44,000,000	£297,000,000	£621,000,000	£1,129,000,000	£2,092,000,000
31/12/2013	£41,000,000	£312,000,000	£634,000,000	£1,479,000,000	£2,466,000,000
31/12/2014	£32,000,000	£267,000,000	£589,000,000	£1,982,000,000	£2,870,000,000
31/12/2015	£26,000,000	£230,000,000	£573,000,000	£2,804,000,000	£3,633,000,000
31/12/2016	£20,000,000	£216,000,000	£613,000,000	£3,602,000,000	£4,452,000,000
31/12/2017	£16,000,000	£184,000,000	£623,000,000	£4,543,000,000	£5,366,000,000
31/12/2018	£11,000,000	£160,000,000	£565,000,000	£5,992,000,000	£6,728,000,000
31/12/2019	£9,000,000	£161,000,000	£614,000,000	£9,660,000,000	£10,444,000,000
31/12/2020	£8,000,000	£137,000,000	£603,000,000	£14,018,000,000	£14,766,000,000
31/12/2021	£7,000,000	£114,000,000	£474,000,000	£14,688,000,000	£15,283,000,000
31/12/2022	£6,000,000	£85,000,000	£448,000,000	£17,367,000,000	£17,906,000,000

Table 3.4: Leaving amounts by scheme size (reported) as of 31 December 2022

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired amount	£7,000,000	£24,000,000	£19,000,000	£891,000,000	£940,000,000
Transferred amount	£26,000,000	£105,000,000	£264,000,000	£3,665,000,000	£4,060,000,000
Other reason amount	£2,000,000	£9,000,000	£11,000,000	£485,000,000	£506,000,000

Table 3.5: Leaving amounts by scheme status (reported) as of 31 December 2022

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Retired amount	£903,000,000	£16,000,000	£8,000,000	£13,000,000	£940,000,000
Transferred amount	£3,910,000,000	£45,000,000	£28,000,000	£77,000,000	£4,060,000,000
Other reason amount	£496,000,000	£3,000,000	£1,000,000	£6,000,000	£506,000,000

Table 3.6: Transfer in amounts by scheme size (reported)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
31/12/2015	£34,000,000	£11,000,000	£69,000,000	£745,000,000	£859,000,000
31/12/2016	£32,000,000	£32,000,000	£62,000,000	£535,000,000	£660,000,000
31/12/2017	£36,000,000	£22,000,000	£78,000,000	£1,941,000,000	£2,077,000,000
31/12/2018	£6,000,000	£18,000,000	£56,000,000	£5,422,000,000	£5,501,000,000
31/12/2019	£2,000,000	£21,000,000	£145,000,000	£3,861,000,000	£4,029,000,000
31/12/2020	£5,000,000	£7,000,000	£217,000,000	£3,460,000,000	£3,689,000,000
31/12/2021	£1,000,000	£6,000,000	£45,000,000	£8,572,000,000	£8,624,000,000
31/12/2022	£1,000,000	£5,000,000	£29,000,000	£8,973,000,000	£9,008,000,000

Calculations (historical data)

Table 3.7: Market value of scheme assets by size (reported) for 31 December 2011

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£1,122,000,000	£4,108,000,000	£5,872,000,000	£11,040,000,000	£22,142,000,000
Members in schemes who have reported assets	49,000	171,000	289,000	723,000	1,232,000
Total members	62,000	183,000	311,000	730,000	1,287,000

Table 3.8: Market value of scheme assets by size (reported) for 31 December 2012

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£1,020,000,000	£3,821,000,000	£5,904,000,000	£12,087,000,000	£22,831,000,000
Members in schemes who have reported assets	45,000	153,000	276,000	743,000	1,217,000
Total members	52,000	169,000	296,000	750,000	1,268,000

Table 3.9: Market value of scheme assets by size (reported) for 31 December 2013

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£1,759,000,000	£3,808,000,000	£6,092,000,000	£14,812,000,000	£26,470,000,000
Members in schemes who have reported assets	42,000	140,000	271,000	949,000	1,402,000
Total members	49,000	151,000	279,000	1,082,000	1,560,000

Table 3.10: Market value of scheme assets by size (reported) for 31 December 2014

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£879,000,000	£3,776,000,000	£6,684,000,000	£15,687,000,000	£27,025,000,000
Members in schemes who have reported assets	37,000	127,000	263,000	3,034,000	3,460,000
Total members	48,000	139,000	275,000	3,071,000	3,532,000

Table 3.11: Market value of scheme assets by size (reported) for 31 December 2015

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£883,000,000	£3,436,000,000	£6,398,000,000	£22,902,000,000	£33,619,000,000
Members in schemes who have reported assets	37,000	114,000	267,000	5,103,000	5,520,000
Total members	44,000	123,000	295,000	5,140,000	5,601,000

Table 3.12: Market value of scheme assets by size (reported) for 31 December 2016

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£884,000,000	£3,742,000,000	£6,728,000,000	£28,095,000,000	£39,449,000,000
Members in schemes who have reported assets	32,000	100,000	255,000	7,936,000	8,322,000
Total members	39,000	106,000	278,000	7,974,000	8,398,000

Table 3.13: Market value of scheme assets by size (reported) for 31 December 2017

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£780,000,000	£2,985,000,000	£7,099,000,000	£37,266,000,000	£48,130,000,000
Members in schemes who have reported assets	29,000	90,000	254,000	10,879,000	11,252,000
Total members	31,000	95,000	271,000	10,879,000	11,277,000

Table 3.14: Market value of scheme assets by size (reported) for 31 December 2018

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£668,000,000	£3,559,000,000	£6,953,000,000	£50,116,000,000	£61,297,000,000
Members in schemes who have reported assets	25,000	81,000	228,000	14,915,000	15,249,000
Total members	27,000	86,000	238,000	14,938,000	15,288,000

Table 3.15: Market value of scheme assets by size (reported) for 31 December 2019

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£559,000,000	£2,433,000,000	£6,948,000,000	£61,312,000,000	£71,252,000,000
Members in schemes who have reported assets	22,000	62,000	220,000	17,724,000	18,028,000
Total members	23,000	68,000	226,000	17,775,000	18,092,000

Table 3.16: Market value of scheme assets by size (reported) for 31 December 2020

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£493,000,000	£2,310,000,000	£7,272,000,000	£77,382,000,000	£87,458,000,000
Members in schemes who have reported assets	19,000	52,000	216,000	19,850,000	20,136,000
Total members	21,000	56,000	216,000	19,863,000	20,156,000

Table 3.17: Market value of scheme assets by size (reported) for 31 December 2021

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£417,000,000	£1,893,000,000	£5,788,000,000	£105,449,000,000	£113,548,000,000
Members in schemes who have reported assets	17,000	42,000	162,000	21,555,000	21,776,000
Total members	18,000	46,000	165,000	21,555,000	21,784,000

Table 3.18: Market value of scheme assets by size (reported) for 31 December 2022

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	£336,000,000	£1,952,000,000	£5,752,000,000	£134,985,000,000	£143,025,000,000
Members in schemes who have reported assets	15,000	38,000	128,000	24,529,000	24,711,000
Total members	16,000	40,000	131,000	24,529,000	24,717,000

Table 3.19: Market value of scheme assets by status (reported) for 31 December 2011

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£17,734,000,000	£1,985,000,000	£842,000,000	£1,582,000,000	£22,142,000,000
Members in schemes who have reported assets	932,000	167,000	71,000	62,000	1,232,000
Total members	971,000	170,000	76,000	70,000	1,287,000

Table 3.20: Market value of scheme assets by status (reported) for 31 December 2012

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£19,859,000,000	£1,776,000,000	£820,000,000	£377,000,000	£22,831,000,000
Members in schemes who have reported assets	977,000	144,000	61,000	34,000	1,217,000
Total members	1,011,000	147,000	66,000	44,000	1,268,000

Table 3.21: Market value of scheme assets by status (reported) for 31 December 2013

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£21,735,000,000	£2,819,000,000	£611,000,000	£1,305,000,000	£26,470,000,000
Members in schemes who have reported assets	1,140,000	149,000	44,000	68,000	1,402,000
Total members	1,293,000	151,000	47,000	69,000	1,560,000

Table 3.22: Market value of scheme assets by status (reported) for 31 December 2014

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£23,137,000,000	£2,193,000,000	£740,000,000	£955,000,000	£27,025,000,000
Members in schemes who have reported assets	3,218,000	145,000	45,000	53,000	3,460,000
Total members	3,285,000	148,000	47,000	54,000	3,532,000

Table 3.23: Market value of scheme assets by status (reported) for 31 December 2015

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£30,384,000,000	£1,710,000,000	£844,000,000	£681,000,000	£33,619,000,000
Members in schemes who have reported assets	5,305,000	131,000	48,000	36,000	5,520,000
Total members	5,380,000	132,000	49,000	40,000	5,601,000

Table 3.24: Market value of scheme assets by status (reported) for 31 December 2016

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£35,817,000,000	£2,389,000,000	£729,000,000	£514,000,000	£39,449,000,000
Members in schemes who have reported assets	8,129,000	131,000	44,000	18,000	8,322,000
Total members	8,203,000	132,000	45,000	19,000	8,398,000

Table 3.25: Market value of scheme assets by status (reported) for 31 December 2017

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£44,231,000,000	£1,690,000,000	£1,589,000,000	£620,000,000	£48,130,000,000
Members in schemes who have reported assets	11,023,000	133,000	69,000	27,000	11,252,000
Total members	11,041,000	133,000	72,000	30,000	11,277,000

Table 3.26: Market value of scheme assets by status (reported) for 31 December 2018

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£56,969,000,000	£2,296,000,000	£665,000,000	£1,367,000,000	£61,297,000,000
Members in schemes who have reported assets	15,016,000	116,000	37,000	80,000	15,249,000
Total members	15,052,000	117,000	39,000	81,000	15,288,000

Table 3.27: Market value of scheme assets by status (reported) for 31 December 2019

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£68,046,000,000	£1,614,000,000	£523,000,000	£1,068,000,000	£71,252,000,000
Members in schemes who have reported assets	17,817,000	107,000	30,000	74,000	18,028,000
Total members	17,878,000	108,000	32,000	75,000	18,092,000

Table 3.28: Market value of scheme assets by status (reported) for 31 December 2020

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£83,956,000,000	£1,487,000,000	£1,112,000,000	£903,000,000	£87,458,000,000
Members in schemes who have reported assets	19,847,000	127,000	79,000	83,000	20,136,000
Total members	19,865,000	127,000	80,000	84,000	20,156,000

Table 3.29: Market value of scheme assets by status (reported) for 31 December 2021

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£110,506,000,000	£1,069,000,000	£1,442,000,000	£531,000,000	£113,548,000,000
Members in schemes who have reported assets	21,633,000	40,000	69,000	34,000	21,776,000
Total members	21,639,000	41,000	70,000	35,000	21,784,000

Table 3.30: Market value of scheme assets by status (reported) for 31 December 2022

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported assets	£139,460,000,000	£967,000,000	£646,000,000	£1,951,000,000	£143,025,000,000
Members in schemes who have reported assets	24,580,000	29,000	44,000	58,000	24,711,000
Total members	24,581,000	29,000	45,000	61,000	24,717,000

Table 3.31: Contributions by size (reported) for 31 December 2011

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£52,000,000	£353,000,000	£544,000,000	£980,000,000	£1,928,000,000
Active members in schemes who have reported contributions	13,000	68,000	132,000	275,000	488,000
Total active members	16,000	71,000	143,000	282,000	511,000

Table 3.32: Contributions by size (reported) for 31 December 2012

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£44,000,000	£297,000,000	£621,000,000	£1,129,000,000	£2,092,000,000
Active members in schemes who have reported contributions	11,000	60,000	126,000	305,000	502,000
Total active members	14,000	67,000	133,000	312,000	526,000

Table 3.33: Contributions by size (reported) for 31 December 2013

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£41,000,000	£312,000,000	£634,000,000	£1,479,000,000	£2,466,000,000
Active members in schemes who have reported contributions	11,000	58,000	120,000	473,000	662,000
Total active members	14,000	62,000	121,000	602,000	799,000

Table 3.34: Contributions by size (reported) for 31 December 2014

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£32,000,000	£267,000,000	£589,000,000	£1,982,000,000	£2,870,000,000
Active members in schemes who have reported contributions	9,000	49,000	126,000	2,296,000	2,480,000
Total active members	17,000	57,000	130,000	2,330,000	2,534,000

Table 3.35: Contributions by size (reported) for 31 December 2015

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£26,000,000	£230,000,000	£573,000,000	£2,804,000,000	£3,633,000,000
Active members in schemes who have reported contributions	8,000	47,000	137,000	3,572,000	3,764,000
Total active members	13,000	55,000	158,000	3,606,000	3,831,000

Table 3.36: Contributions by size (reported) for 31 December 2016

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£20,000,000	£216,000,000	£613,000,000	£3,602,000,000	£4,452,000,000
Active members in schemes who have reported contributions	6,000	41,000	137,000	4,859,000	5,042,000
Total active members	10,000	47,000	155,000	4,896,000	5,108,000

Table 3.37: Contributions by size (reported) for 31 December 2017

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£16,000,000	£184,000,000	£623,000,000	£4,543,000,000	£5,366,000,000
Active members in schemes who have reported contributions	5,000	35,000	132,000	6,559,000	6,731,000
Total active members	6,000	37,000	142,000	6,559,000	6,745,000

Table 3.38: Contributions by size (reported) for 31 December 2018

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£11,000,000	£160,000,000	£565,000,000	£5,992,000,000	£6,728,000,000
Active members in schemes who have reported contributions	3,000	29,000	119,000	8,293,000	8,444,000
Total active members	4,000	31,000	126,000	8,307,000	8,467,000

Table 3.39: Contributions by size (reported) for 31 December 2019

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£9,000,000	£161,000,000	£614,000,000	£9,660,000,000	£10,444,000,000
Active members in schemes who have reported contributions	3,000	25,000	108,000	9,091,000	9,226,000
Total active members	3,000	27,000	112,000	9,104,000	9,246,000

Table 3.40: Contributions by size (reported) for 31 December 2020

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£8,000,000	£137,000,000	£603,000,000	£14,018,000,000	£14,766,000,000
Active members in schemes who have reported contributions	2,000	19,000	100,000	9,377,000	9,497,000
Total active members	3,000	20,000	100,000	9,390,000	9,512,000

Table 3.41: Contributions by size (reported) for 31 December 2021

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£7,000,000	£114,000,000	£474,000,000	£14,688,000,000	£15,283,000,000
Active members in schemes who have reported contributions	2,000	14,000	72,000	9,356,000	9,444,000
Total active members	2,000	15,000	73,000	9,356,000	9,447,000

Table 3.42: Contributions by size (reported) for 31 December 2022

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	£6,000,000	£85,000,000	£448,000,000	£17,367,000,000	£17,906,000,000
Active members in schemes who have reported contributions	2,000	12,000	50,000	10,384,000	10,447,000
Total active members	2,000	12,000	51,000	10,384,000	10,449,000

Table 3.43: Scheme leavers and financial amounts by scheme size for 31 December 2022

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired and taking benefits amount	£7,000,000	£24,000,000	£19,000,000	£891,000,000	£941,000,000
Transferred to another scheme amount	£26,000,000	£105,000,000	£264,000,000	£3,665,000,000	£4,060,000,000
Other reason amount	£2,000,000	£9,000,000	£11,000,000	£485,000,000	£507,000,000
Totals DC members (excluding hybrids)	16,000	40,000	131,000	24,529,000	24,716,000

Table 3.44: Scheme leavers and financial amounts by scheme status for 31 December 2022

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Retired and taking benefits amount	£903,000,000	£16,000,000	£8,000,000	£13,000,000	£940,000,000
Transferred to another scheme amount	£3,910,000,000	£45,000,000	£28,000,000	£77,000,000	£4,060,000,000
Other reason amount	£496,000,000	£3,000,000	£1,000,000	£6,000,000	£506,000,000
Totals DC members (excluding hybrids)	24,581,000	29,000	45,000	61,000	24,716,000

File 4: Automatic enrolment schemes

Notes:

1. In this section and throughout, hybrid refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, for example, DC with DB underpin), but these schemes are not covered here.
2. Tables 4.1, 4.2, 4.4, 4.5, 4.7 and 4.8 cover DC schemes with two or more members, excluding hybrid schemes with DC members.
3. Tables 4.3, 4.6 and 4.9 to 4.24 show DC schemes with 12 or more members but excludes hybrid schemes with DC members.
4. Figures in total columns may not equal the sum of figures in sub columns due to rounding. Scheme numbers are rounded to the nearest ten, financial amounts are rounded to the nearest £1,000,000, and membership figures are rounded to the nearest 1,000. Please note, where fields are calculated rounding is applied after totals have been derived.
5. Number of reported pensioner members are not shown here, though reported pensioner members are included in the total memberships figure. Please see the accompanying text document for a fuller explanation of this.
6. Please see accompanying descriptive text for definitions of governance structures (shown in table 4.3 and 4.6) and methodology for identifying them.
7. The regulator operates a different scheme return for micro DC schemes, with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
8. Any figures of five or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##

Table 4.1: Number of schemes by size (excludes hybrid schemes)

	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	350	20	50	40	60	520
Not being used for AE	25,350	440	60	10	10	25,870
Total	25,700	460	110	50	70	26,390

Table 4.2: Number of schemes by status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	430	50	30	20	520
Not being used for AE	22,320	1,440	1,700	400	25,870
Total	22,750	1,490	1,730	420	26,390

Table 4.3: Number of schemes by governance structure (excludes hybrid and micro schemes)

	Master trust	Bundled	Unbundled	Unknown	Total
Being used for AE	30	40	100	**	180
Not being used for AE	**	230	280	10	520
Total	30	270	380	10	700

Table 4.4: Membership by scheme size (excludes hybrid schemes)

	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	1,000	1,000	24,000	99,000	24,283,000	24,408,000
Not being used for AE	72,000	15,000	16,000	32,000	246,000	381,000
Total	73,000	16,000	40,000	131,000	24,529,000	24,789,000

Table 4.5: Membership by scheme status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	24,356,000	2,000	10,000	40,000	24,408,000
Not being used for AE	288,000	32,000	40,000	22,000	381,000
Total	24,644,000	34,000	50,000	62,000	24,789,000

Table 4.6: Membership by governance structure (excludes hybrid and micro schemes)

	Master trust	Bundled	Unbundled	Unknown	Total
Being used for AE	23,353,000	354,000	700,000	^^	24,407,000
Not being used for AE	165,000	21,000	123,000	1,000	310,000
Total	23,518,000	375,000	822,000	1,000	24,717,000

Table 4.7: Active members by scheme size (excludes hybrid schemes)

	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	1,000	1,000	10,000	42,000	10,271,000	10,325,000
Not being used for AE	24,000	1,000	2,000	9,000	113,000	149,000
Total	25,000	2,000	12,000	51,000	10,384,000	10,474,000

Table 4.8: Deferred members by scheme size (excludes hybrid schemes)

	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	1,000	13,000	56,000	13,999,000	14,070,000
Not being used for AE	29,000	13,000	13,000	24,000	133,000	211,000
Total	30,000	13,000	26,000	80,000	14,132,000	14,281,000

Table 4.9: Reported assets by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£38,000,000	£1,496,000,000	£4,526,000,000	£132,872,000,000	£138,933,000,000
Not being used for AE	£298,000,000	£456,000,000	£1,226,000,000	£2,112,000,000	£4,092,000,000
Total	£336,000,000	£1,952,000,000	£5,752,000,000	£134,985,000,000	£143,025,000,000

Table 4.10: Reported assets by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	£136,914,000,000	£82,000,000	£286,000,000	£1,651,000,000	£138,933,000,000
Not being used for AE	£2,546,000,000	£885,000,000	£360,000,000	£300,000,000	£4,092,000,000
Total	£139,460,000,000	£967,000,000	£646,000,000	£1,951,000,000	£143,025,000,000

Table 4.11: Reported employer contribution by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£1,000,000	£65,000,000	£351,000,000	£10,417,000,000	£10,834,000,000
Not being used for AE	£3,000,000	£5,000,000	£36,000,000	£134,000,000	£178,000,000
Total	£4,000,000	£70,000,000	£387,000,000	£10,551,000,000	£11,012,000,000

Table 4.12: Reported employee contribution by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£1,000,000	£12,000,000	£50,000,000	£6,800,000,000	£6,863,000,000
Not being used for AE	£2,000,000	£2,000,000	£11,000,000	£16,000,000	£31,000,000
Total	£2,000,000	£15,000,000	£61,000,000	£6,816,000,000	£6,894,000,000

Table 4.13: Total members retiring by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	^^	1,000	184,000	184,000
Not being used for AE	^^	^^	^^	2,000	3,000
Total	^^	^^	1,000	185,000	187,000

Table 4.14: Total members retiring by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	184,000	^^	^^	^^	184,000
Not being used for AE	2,000	^^	^^	^^	3,000
Total	186,000	^^	^^	^^	187,000

Table 4.15: Total amounts retiring by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£1,000,000	£9,000,000	£13,000,000	£869,000,000	£893,000,000
Not being used for AE	£6,000,000	£14,000,000	£6,000,000	£21,000,000	£47,000,000
Total	£7,000,000	£24,000,000	£19,000,000	£891,000,000	£940,000,000

Table 4.16: Total amounts retiring by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	£881,000,000	£0	£1,000,000	£11,000,000	£893,000,000
Not being used for AE	£22,000,000	£16,000,000	£7,000,000	£2,000,000	£47,000,000
Total	£903,000,000	£16,000,000	£8,000,000	£13,000,000	£940,000,000

Table 4.17: Total members transferring by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	1,000	1,000	2,000	297,000	300,000
Not being used for AE	^^	1,000	1,000	38,000	40,000
Total	1,000	2,000	3,000	335,000	340,000

Table 4.18: Total members transferring by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	298,000	^^	^^	1,000	300,000
Not being used for AE	39,000	1,000	^^	^^	40,000
Total	337,000	1,000	1,000	2,000	340,000

Table 4.19: Total amounts transferring by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£16,000,000	£55,000,000	£219,000,000	£3,353,000,000	£3,643,000,000
Not being used for AE	£11,000,000	£50,000,000	£44,000,000	£312,000,000	£417,000,000
Total	£26,000,000	£105,000,000	£264,000,000	£3,665,000,000	£4,060,000,000

Table 4.20: Total amounts transferring by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	£3,573,000,000	£2,000,000	£8,000,000	£60,000,000	£3,643,000,000
Not being used for AE	£337,000,000	£43,000,000	£19,000,000	£17,000,000	£417,000,000
Total	£3,910,000,000	£45,000,000	£28,000,000	£77,000,000	£4,060,000,000

Table 4.21: Total other leavers by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	^^	^^	33,000	33,000
Not being used for AE	^^	^^	^^	2,000	2,000
Total	^^	^^	1,000	35,000	36,000

Table 4.22: Total other leavers by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	33,000	^^	^^	^^	33,000
Not being used for AE	2,000	^^	^^	^^	2,000
Total	35,000	^^	^^	^^	36,000

Table 4.23: Total other leavers amounts by size (excludes hybrid and micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	##	£7,000,000	£8,000,000	£308,000,000	£324,000,000
Not being used for AE	£1,000,000	£2,000,000	£2,000,000	£177,000,000	£183,000,000
Total	£2,000,000	£9,000,000	£11,000,000	£485,000,000	£506,000,000

Table 4.24: Total other leavers amounts by status (excludes hybrid and micro schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Being used for AE	£319,000,000	##	##	£5,000,000	£324,000,000
Not being used for AE	£178,000,000	£3,000,000	£1,000,000	£1,000,000	£183,000,000
Total	£496,000,000	£3,000,000	£1,000,000	£6,000,000	£506,000,000

File 5: Micro schemes

Notes:

1. In this section and throughout, hybrid refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, for example, DC with DB underpin), but these schemes are not covered here.
2. All tables show DC schemes with two to 11 members but exclude hybrid schemes with DC members.
3. Figures in total columns may not equal the sum of figures in sub columns due to rounding. Scheme numbers are rounded to the nearest ten, financial amounts are rounded to the nearest £1,000,000, and membership figures are rounded to the nearest 1,000. Please note, where fields are calculated rounding is applied after totals have been derived.
4. The regulator operates a different scheme return for micro DC schemes, with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
5. Any figures of five or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.
6. Please see accompanying descriptive text for definitions of RSS and EPP schemes (shown in table 5.4 to 5.11) and methodology for identifying them.

Table 5.1: Number of schemes by status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	30,060	3,550	4,200	1,410	39,220
31/12/2012	28,050	3,440	3,910	990	36,390
31/12/2013	27,540	3,420	3,740	860	35,560
31/12/2014	26,960	3,220	3,430	730	34,350
31/12/2015	26,120	3,020	3,100	640	32,880
31/12/2016	25,510	2,930	2,980	580	32,000
31/12/2017	24,590	2,790	2,620	530	30,530
31/12/2018	23,920	2,530	2,370	520	29,340
31/12/2019	23,660	1,770	1,930	410	27,760
31/12/2020	22,990	1,590	1,780	350	26,720
31/12/2021	22,810	1,460	1,650	340	26,260
31/12/2022	22,500	1,330	1,520	340	25,700

Table 5.2: Membership by scheme status (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
31/12/2011	86,000	11,000	13,000	5,000	115,000
31/12/2012	80,000	10,000	12,000	3,000	106,000
31/12/2013	77,000	10,000	12,000	3,000	102,000
31/12/2014	76,000	10,000	10,000	2,000	99,000
31/12/2015	74,000	9,000	9,000	2,000	95,000
31/12/2016	71,000	9,000	9,000	2,000	91,000
31/12/2017	69,000	9,000	8,000	2,000	87,000
31/12/2018	67,000	8,000	7,000	2,000	84,000
31/12/2019	66,000	6,000	6,000	1,000	79,000
31/12/2020	65,000	5,000	5,000	1,000	76,000
31/12/2021	64,000	5,000	5,000	1,000	75,000
31/12/2022	63,000	4,000	5,000	1,000	73,000

Table 5.3: Contributions by scheme status as of 31 December 2022 (excludes hybrids)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
Reported contributions	£331,000,000	£5,000,000	£1,000,000	£1,000,000	£337,000,000
Active members in schemes who have reported contributions	18,000	1,000	^^	^^	19,000
Total active members	24,000	1,000	^^	^^	25,000

RSS and EPP schemes

Table 5.4: Number of schemes split by RSS and EPP status as of 31 December 2022 (excludes hybrid schemes)

	EPP	Non-EPP	Unknown	Total
RSS	**	**	21,100	21,100
Non-RSS	470	750	110	1,340
Unknown	10	10	3,240	3,260
Grand Total	480	770	24,450	25,700

Table 5.5: Membership split by RSS and EPP status as of 31 December 2022 (excludes hybrid schemes)

	EPP	Non-EPP	Unknown	Total
RSS	^^	^^	59,000	59,000
Non-RSS	2,000	4,000	^^	6,000
Unknown	^^	^^	8,000	8,000
Grand Total	2,000	4,000	67,000	73,000

Table 5.6: Contributions split by RSS and EPP status as of 31 December 2022 (excludes hybrid schemes)

	EPP	Non-EPP	Unknown	Total
RSS	##	##	£330,000,000	£330,000,000
Non-RSS	£3,000,000	£4,000,000	£0	£6,000,000
Unknown	##	##	£1,000,000	£1,000,000
Grand Total	£3,000,000	£4,000,000	£331,000,000	£337,000,000

Table 5.7: Number of schemes split by RSS and scheme status as of 31 December 2022 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
RSS	19,170	890	920	120	21,100
Non-RSS	500	340	380	120	1,340
Unknown	2,830	100	220	110	3,260
Grand Total	22,500	1,330	1,520	340	25,700

Table 5.8: Membership split by RSS and scheme status as of 31 December 2022 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
RSS	54,000	2,000	2,000	^^	59,000
Non-RSS	2,000	2,000	2,000	1,000	6,000
Unknown	7,000	^^	1,000	^^	8,000
Grand Total	63,000	4,000	5,000	1,000	73,000

Table 5.9: Contributions split by RSS and scheme status as of 31 December 2022 (excludes hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
RSS	£326,000,000	£3,000,000	£1,000,000	£1,000,000	£330,000,000
Non-RSS	£4,000,000	£2,000,000	##	##	£6,000,000
Unknown	£1,000,000	##	£0	##	£1,000,000
Grand Total	£331,000,000	£5,000,000	£1,000,000	£1,000,000	£337,000,000

Table 5.10: Number of schemes split by EPP and scheme status as of 31 December 2022 (excludes RSS and hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
EPP	240	120	100	20	480
Non-EPP	230	210	240	90	770
Unknown	2,860	110	260	120	3,350
Grand Total	3,330	440	600	220	4,590

Table 5.11: Membership split by EPP and scheme status as of 31 December 2022 (excludes RSS and hybrid schemes)

	Open to new joiners and future service	Closed to new joiners and open to future service	Closed to new joiners and future service	Winding up	Total
EPP	1,000	^^	^^	^^	2,000
Non-EPP	1,000	1,000	1,000	^^	4,000
Unknown	7,000	^^	1,000	^^	9,000
Grand Total	9,000	2,000	2,000	1,000	14,000

File 6: Effective date information

Notes:

1. In this section and throughout, hybrid refers to schemes which have both a DB section and a DC section. Some hybrid schemes offer one benefit type (a combination of DB and DC, for example, DC with DB underpin), but these schemes are not covered here.
2. Tables 6.1 and 6.3 to 6.38 cover DC schemes with 12 or more members (the Membership information also including hybrid schemes with DC members).
3. Tables 6.2 and 6.39 to 6.59 cover micro DC schemes with fewer than 12 members.
4. The regulator operates a different scheme return for micro DC schemes, with lower information requirements, and as such we show these schemes separately, and show less information about these schemes.
5. Any figures of five or lower are considered disclosive and marked as **. Membership figures are rounded to the nearest 1,000, and where a figure rounds to lower than 1,000 it is marked as ^^. Any financial amounts are rounded to the nearest £1,000,000, and where a financial amount rounds to a lower figure it is marked as ##.

Table 6.1: Non micro schemes effective dates information as of 31 December 2022

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q4
Membership information effective date (by schemes)	30	20	160	50	150	240	170	60	100	240	1	1
Membership information effective date (by memberships)	3,000	1,000	371,000	268,000	368,000	654,000	1,597,000	281,000	724,000	22,101,000	1,000	319
Asset information effective dates (by schemes)	30	20	10	4	10	60	160	60	100	230	0	0
Asset information effective dates (by assets)	27,000,000	15,000,000	10,000,000	17,000,000	8,000,000	308,000,000	25,038,000,000	5,131,000,000	27,615,000,000	84,882,000,000	0	0
Contribution information effective dates (by schemes)	30	20	10	4	10	60	160	60	100	240	0	0
Contribution information effective dates (by contributions)	##	##	1,000,000	1,000,000	##	10,000,000	2,149,000,000	411,000,000	1,731,000,000	13,603,000,000	0	0

Table 6.2: Micro schemes effective dates information as of 31 December 2022

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4
Membership information effective date (by schemes)	2,030	120	130	70	80	320	4,270	770	920	2,580	3,050	590	860	2,140	3,930	630	900	2,010	140	120	60
Membership information effective date (by memberships)	5,000	356	384	207	260	1,000	11,000	2,000	2,000	6,000	9,000	2,000	2,000	6,000	13,000	2,000	3,000	6,000	341	274	167
Contribution information effective dates (by schemes)	580	120	130	70	90	340	4,200	690	860	2,550	2,960	470	660	1,940	3,780	490	660	1,770	0	0	0
Contribution information effective dates (by contributions)	3,000,000	1,000,000	2,000,000	##	1,000,000	3,000,000	64,000,000	8,000,000	9,000,000	29,000,000	54,000,000	8,000,000	12,000,000	35,000,000	63,000,000	10,000,000	13,000,000	24,000,000	0	0	0

Non-micro schemes (historical data)

Table 6.3: Membership information effective date as of 31 December 2011 (includes hybrid schemes)

	Pre-2009	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4
Number of schemes	270	70	330	110	250	570	510	230	420	880	10	10	10
Membership	10,000	10,000	185,000	87,000	247,000	392,000	384,000	124,000	418,000	392,000	5,000	203	87

Table 6.4: Membership information effective date as of 31 December 2012 (includes hybrid schemes)

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4
Number of schemes	80	10	280	100	220	490	500	210	410	910	20	20	4
Membership	9,000	174	185,000	75,000	245,000	327,000	364,000	152,000	415,000	479,000	5,000	9,000	1,000

Table 6.5: Membership information effective date as of 31 December 2013 (includes hybrid schemes)

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4
Number of schemes	50	20	340	110	260	580	410	210	350	740	10	10	10
Membership	2,000	2,000	216,000	103,000	317,000	522,000	357,000	155,000	396,000	540,000	1,000	167	4,000

Table 6.6: Membership information effective date as of 31 December 2014 (includes hybrid schemes)

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4
Number of schemes	60	30	270	90	240	440	410	180	340	740	70	40	10
Membership	3,000	1,000	219,000	74,000	287,000	396,000	445,000	169,000	429,000	2,591,000	42,000	10,000	1,000

Table 6.7: Membership information effective date as of 31 December 2015 (includes hybrid schemes)

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4
Number of schemes	60	20	310	90	250	510	380	210	300	600	4	10	1
Membership	2,000	1,000	298,000	140,000	334,000	878,000	490,000	184,000	510,000	4,081,000	4,000	4,000	4,000

Table 6.8: Membership information effective date as of 31 December 2016 (includes hybrid schemes)

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3
Number of schemes	60	30	330	120	260	440	320	130	260	530	10	1
Membership	2,000	1,000	339,000	178,000	300,000	753,000	487,000	206,000	606,000	6,911,000	36,000	1,000

Table 6.9: Membership information effective date as of 31 December 2017 (includes hybrid schemes)

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4
Number of schemes	70	10	260	70	230	420	300	120	250	450	1	1	2
Membership	4,000	4,000	308,000	136,000	277,000	719,000	519,000	213,000	736,000	9,705,000	14	1,000	1,000

Table 6.10: Membership information effective date as of 31 December 2018 (includes hybrid schemes)

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4
Number of schemes	60	10	240	80	220	350	270	100	210	430	1	3	1
Membership	3,000	316	236,000	211,000	363,000	853,000	610,000	230,000	712,000	13,475,000	34	60,000	14,000

Table 6.11: Membership information effective date as of 31 December 2019 (includes hybrid schemes)

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4
Number of schemes	50	20	210	60	200	330	250	90	170	360	1	2	2
Membership	2,000	1,000	293,000	217,000	402,000	833,000	812,000	240,000	846,000	15,969,000	339	429	452

Table 6.12: Membership information effective date as of 31 December 2020 (includes hybrid schemes)

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3
Number of schemes	40	20	200	60	200	320	210	80	140	280	1	2
Membership	2,000	1,000	300,000	254,000	472,000	958,000	933,000	242,000	831,000	17,728,000	2,000	99

Table 6.13: Membership information effective date as of 31 December 2021 (includes hybrid schemes)

	Pre-2019	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2
Number of schemes	30	20	190	60	180	300	170	70	110	240	1
Membership	2,000	6,000	353,000	260,000	384,000	741,000	1,346,000	291,000	891,000	19,137,000	2,000

Table 6.14: Membership information effective date as of 31 December 2022 (includes hybrid schemes)

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q4
Number of schemes	30	20	160	50	150	240	170	60	100	240	1	1
Membership	3,000	1,000	371,000	268,000	368,000	654,000	1,597,000	281,000	724,000	22,101,000	1,000	319

Table 6.15: Asset information effective date as of 31 December 2011

	Pre-2009	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4
Number of schemes	190	50	60	30	40	180	410	190	350	440	270	170	30
Assets	£618,000,000	£173,000,000	£173,000,000	£16,000,000	£112,000,000	£1,867,000,000	£3,702,000,000	£1,375,000,000	£10,250,000,000	£2,372,000,000	£1,870,000,000	£216,000,000	£16,000,000

Table 6.16: Asset information effective date as of 31 December 2012

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4
Number of schemes	130	20	30	20	30	130	320	190	320	470	280	180	30
Assets	£455,000,000	£15,000,000	£34,000,000	£10,000,000	£178,000,000	£1,326,000,000	£3,885,000,000	£1,476,000,000	£9,453,000,000	£4,136,000,000	£2,088,000,000	£190,000,000	£39,000,000

Table 6.17: Asset information effective date as of 31 December 2013

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4
Number of schemes	100	20	30	20	30	150	340	200	300	460	250	110	10
Assets	£95,000,000	£113,000,000	£57,000,000	£798,000,000	£332,000,000	£2,941,000,000	£5,134,000,000	£1,736,000,000	£10,911,000,000	£3,039,000,000	£1,042,000,000	£115,000,000	£252,000,000

Table 6.18: Asset information effective date as of 31 December 2014

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2
Number of schemes	50	10	40	30	40	150	370	170	300	640	1
Assets	£38,000,000	£53,000,000	£98,000,000	£25,000,000	£432,000,000	£1,916,000,000	£5,338,000,000	£2,547,000,000	£9,420,000,000	£7,196,000,000	£1,000,000

Table 6.19: Asset information effective date as of 31 December 2015

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1
Number of schemes	40	10	60	30	40	170	320	170	270	570
Assets	£216,000,000	£28,000,000	£154,000,000	£16,000,000	£63,000,000	£3,247,000,000	£5,545,000,000	£2,636,000,000	£13,409,000,000	£8,520,000,000

Table 6.20: Asset information effective date as of 31 December 2016

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1
Number of schemes	60	20	40	30	30	130	310	120	260	510
Assets	£33,000,000	£8,000,000	£115,000,000	£21,000,000	£50,000,000	£3,997,000,000	£8,076,000,000	£3,004,000,000	£14,036,000,000	£10,143,000,000

Table 6.21: Asset information effective date as of 31 December 2017

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1
Number of schemes	70	10	40	20	40	130	280	110	230	440
Assets	£44,000,000	£10,000,000	£837,000,000	£15,000,000	£92,000,000	£3,270,000,000	£6,714,000,000	£3,629,000,000	£17,295,000,000	£16,269,000,000

Table 6.22: Asset information effective date as of 31 December 2018

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1
Number of schemes	70	10	30	20	30	90	260	90	210	410
Assets	£192,000,000	£9,000,000	£78,000,000	£841,000,000	£70,000,000	£4,123,000,000	£8,905,000,000	£3,010,000,000	£19,575,000,000	£24,686,000,000

Table 6.23: Asset information effective date as of 31 December 2019

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1
Number of schemes	50	20	20	10	20	80	240	80	170	350
Assets	£144,000,000	£8,000,000	£1,014,000,000	£58,000,000	£367,000,000	£3,706,000,000	£8,824,000,000	£3,564,000,000	£18,154,000,000	£35,557,000,000

Table 6.24: Asset information effective date as of 31 December 2020

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1
Number of schemes	40	20	30	20	30	80	210	70	130	280
Assets	£39,000,000	£7,000,000	£269,000,000	£450,000,000	£385,000,000	£4,431,000,000	£11,365,000,000	£3,574,000,000	£21,434,000,000	£45,543,000,000

Table 6.25: Asset information effective date as of 31 December 2021

	Pre-2019	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1
Number of schemes	40	20	30	10	20	90	170	60	100	230
Assets	£45,000,000	£232,000,000	£134,000,000	£19,000,000	£124,000,000	£2,177,000,000	£16,338,000,000	£4,084,000,000	£23,934,000,000	£66,506,000,000

Table 6.26: Asset information effective date as of 31 December 2022

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1
Number of schemes	30	20	10	4	10	60	160	60	100	230
Assets	£27,000,000	£15,000,000	£10,000,000	£17,000,000	£8,000,000	£308,000,000	£25,038,000,000	£5,131,000,000	£27,615,000,000	£84,882,000,000

Table 6.27: Contribution information effective date as of 31 December 2011

	Pre-2009	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4
Number of schemes	130	50	60	40	50	220	440	200	360	480	220	100	20
Contribution	£8,000,000	£13,000,000	£28,000,000	£1,000,000	£12,000,000	£201,000,000	£328,000,000	£180,000,000	£668,000,000	£378,000,000	£119,000,000	£2,000,000	£46,475

Table 6.28: Contribution information effective date as of 31 December 2012

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4
Number of schemes	110	30	40	10	30	140	350	200	330	520	270	110	20
Contribution	£12,000,000	£1,000,000	£1,000,000	##	£13,000,000	£143,000,000	£352,000,000	£206,000,000	£696,000,000	£481,000,000	£196,000,000	£3,000,000	£302,731

Table 6.29: Contribution information effective date as of 31 December 2013

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4
Number of schemes	90	20	30	30	50	190	370	180	310	490	190	70	10
Contribution	£1,000,000	£13,000,000	£6,000,000	£2,000,000	£30,000,000	£318,000,000	£531,000,000	£214,000,000	£868,000,000	£387,000,000	£96,000,000	£1,000,000	£311,040

Table 6.30: Contribution information effective date as of 31 December 2014

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1
Number of schemes	40	20	40	20	40	150	360	160	300	640
Contribution	£1,000,000	£18,000,000	£12,000,000	£3,000,000	£25,000,000	£232,000,000	£467,000,000	£229,000,000	£788,000,000	£1,100,000,000

Table 6.31: Contribution information effective date as of 31 December 2015

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1
Number of schemes	40	10	60	30	40	170	320	170	270	570
Contribution	1,000,000	1,000,000	19,000,000	##	5,000,000	317,000,000	504,000,000	251,000,000	1,047,000,000	1,489,000,000

Table 6.32: Contribution information effective date as of 31 December 2016

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1
Number of schemes	60	20	40	30	30	130	310	130	260	510
Contribution	£1,000,000	##	£8,000,000	##	£2,000,000	£387,000,000	£521,000,000	£304,000,000	£1,119,000,000	£2,109,000,000

Table 6.33: Contribution information effective date as of 31 December 2017

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1
Number of schemes	60	10	40	20	40	140	280	110	230	440
Contribution	£1,000,000	£4,000,000	£89,000,000	##	£6,000,000	£348,000,000	£553,000,000	£295,000,000	£1,308,000,000	£2,763,000,000

Table 6.34: Contribution information effective date as of 31 December 2018

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1
Number of schemes	60	10	30	30	30	90	260	90	210	410
Contribution	£1,000,000	##	£4,000,000	£79,000,000	£3,000,000	£361,000,000	£716,000,000	£231,000,000	£1,255,000,000	£4,078,000,000

Table 6.35: Contribution information effective date as of 31 December 2019

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1
Number of schemes	50	20	20	10	20	80	240	80	170	350
Contribution	##	##	£166,000,000	£4,000,000	£21,000,000	£353,000,000	£764,000,000	£315,000,000	£1,337,000,000	£7,484,000,000

Table 6.36: Contribution information effective date as of 31 December 2020

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1
Number of schemes	40	20	30	20	30	90	210	70	130	280
Contribution	##	##	£31,000,000	##	£39,000,000	£706,000,000	£1,150,000,000	£360,000,000	£1,555,000,000	£10,926,000,000

Table 6.37: Contribution information effective date as of 31 December 2021

	Pre-2019	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1
Number of schemes	40	20	30	10	20	90	170	70	100	230
Contribution	£1,000,000	£19,000,000	£9,000,000	£1,000,000	£6,000,000	£286,000,000	£1,658,000,000	£359,000,000	£1,617,000,000	£11,329,000,000

Table 6.38: Contribution information effective date as of 31 December 2022

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1
Number of schemes	30	20	10	**	10	60	160	60	100	240
Contribution	##	##	£1,000,000	£1,000,000	##	£10,000,000	£2,149,000,000	£411,000,000	£1,731,000,000	£13,603,000,000

Micro schemes (historical data)

Table 6.39: Membership information effective date as of 31 December 2011

	Pre-2007	2007 Q1	2007 Q2	2007 Q3	2007 Q4	2008 Q1	2008 Q2	2008 Q3	2008 Q4	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4
Number of schemes	4,500	630	590	360	520	1,610	1,860	950	1,200	3,780	2,710	1,060	1,520	4,760	3,950	1,500	1,920	5,180	260	170	200
Membership	12,000	2,000	2,000	1,000	1,000	5,000	6,000	3,000	4,000	13,000	10,000	4,000	6,000	18,000	8,000	3,000	4,000	12,000	1,000	^^	1,000

Table 6.40: Membership information effective date as of 31 December 2012

	Pre-2008	2008 Q1	2008 Q2	2008 Q3	2008 Q4	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4
Number of schemes	3,320	590	200	190	210	760	2,520	990	1,410	4,460	3,950	1,590	2,010	5,640	2,000	960	1,240	3,440	450	270	210
Membership	9,000	2,000	1,000	1,000	1,000	3,000	9,000	4,000	5,000	17,000	9,000	4,000	5,000	13,000	6,000	3,000	4,000	11,000	1,000	1,000	1,000

Table 6.41: Membership information effective date as of 31 December 2013

	Pre-2009	2009 Q1	2009 Q2	2009 Q3	2009 Q4	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4
Number of schemes	3,380	290	300	230	280	1,050	3,620	1,390	1,780	5,080	1,950	1,010	1,270	3,680	3,220	1,070	1,460	3,740	340	300	120
Membership	9,000	1,000	1,000	1,000	1,000	3,000	8,000	3,000	4,000	12,000	6,000	3,000	4,000	12,000	11,000	4,000	5,000	13,000	1,000	1,000	^^

Table 6.42: Membership information effective date as of 31 December 2014

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4
Number of schemes	3,360	430	800	520	620	1,720	1,710	820	1,070	3,250	3,190	1,110	1,520	4,010	3,770	1,100	1,280	3,410	290	250	130
Membership	9,000	1,000	2,000	1,000	1,000	4,000	5,000	2,000	3,000	11,000	11,000	4,000	5,000	14,000	9,000	3,000	3,000	8,000	1,000	1,000	^^

Table 6.43: Membership information effective date as of 31 December 2015

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4
Number of schemes	3,010	440	250	190	230	810	2,790	870	1,200	3,550	4,260	1,380	1,670	4,310	2,660	920	1,090	2,620	260	240	150
Membership	8,000	1,000	1,000	1,000	1,000	3,000	10,000	3,000	4,000	13,000	10,000	3,000	4,000	10,000	8,000	3,000	3,000	8,000	1,000	1,000	^^

Table 6.44: Membership information effective date as of 31 December 2016

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4
Number of schemes	3,240	430	300	180	210	760	3,750	1,050	1,390	3,850	2,660	940	1,130	2,800	3,790	930	1,160	2,960	200	180	80
Membership	8,000	1,000	1,000	1,000	1,000	2,000	8,000	2,000	3,000	9,000	8,000	3,000	3,000	9,000	13,000	3,000	4,000	10,000	1,000	^^	^^

Table 6.45: Membership information effective date as of 31 December 2017

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4
Number of schemes	3,040	110	200	120	150	520	2,270	630	800	2,360	3,910	1,000	1,270	3,440	4,660	1,110	1,320	3,160	210	160	100
Membership	8,000	^^	^^	^^	^^	1,000	7,000	2,000	2,000	7,000	13,000	3,000	4,000	11,000	11,000	3,000	3,000	8,000	1,000	^^	^^

Table 6.46: Membership information effective date as of 31 December 2018

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4
Number of schemes	2,550	110	210	100	130	590	3,530	720	980	2,920	4,680	1,150	1,430	3,390	3,000	680	900	2,000	100	100	60
Membership	7,000	^^	1,000	^^	^^	2,000	12,000	3,000	3,000	10,000	11,000	3,000	3,000	8,000	9,000	2,000	3,000	6,000	^^	^^	^^

Table 6.47: Membership information effective date as of 31 December 2019

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4
Number of schemes	2,210	90	120	70	110	380	4,190	800	1,100	2,900	2,980	700	930	2,340	4,210	720	1,020	2,520	210	130	70
Membership	6,000	^^	^^	^^	^^	1,000	10,000	2,000	3,000	7,000	9,000	2,000	3,000	7,000	13,000	2,000	3,000	8,000	1,000	^^	^^

Table 6.48: Membership information effective date as of 31 December 2020

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4
Number of schemes	1,990	90	250	110	160	510	2,660	510	700	2,080	4,200	750	1,050	2,680	4,490	850	940	2,450	80	100	100
Membership	5,000	^^	1,000	^^	^^	1,000	8,000	1,000	2,000	7,000	13,000	2,000	3,000	9,000	11,000	2,000	2,000	6,000	^^	^^	^^

Table 6.49: Membership information effective date as of 31 December 2021

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4
Number of schemes	1,920	170	200	100	150	560	3,950	580	780	2,370	4,440	830	970	2,690	3,010	530	770	1,830	130	110	160
Membership	5,000	^^	1,000	^^	^^	2,000	13,000	2,000	3,000	8,000	11,000	2,000	2,000	7,000	9,000	1,000	2,000	5,000	^^	^^	^^

Table 6.50: Membership information effective date as of 31 December 2022

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4
Number of schemes	2,030	120	130	70	80	320	4,270	770	920	2,580	3,050	590	860	2,140	3,930	630	900	2,010	140	120	60
Membership	5,000	^^	^^	^^	^^	1,000	11,000	2,000	2,000	6,000	9,000	2,000	2,000	6,000	13,000	2,000	3,000	6,000	^^	^^	^^

Table 6.51: Contribution information effective date as of 31 December 2014

	Pre-2010	2010 Q1	2010 Q2	2010 Q3	2010 Q4	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4
Number of schemes	240	20	30	20	20	40	70	50	100	380	1,860	450	780	1,690	5,790	1,460	1,580	3,170	20	0	**
Contribution	£3,000,000	##	£1,000,000	##	##	£1,000,000	£4,000,000	£2,000,000	£4,000,000	£14,000,000	£50,000,000	£12,000,000	£22,000,000	£32,000,000	£86,000,000	£16,000,000	£16,000,000	£32,000,000	##	£0	##

Table 6.52: Contribution information effective date as of 31 December 2015

	Pre-2011	2011 Q1	2011 Q2	2011 Q3	2011 Q4	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2
Number of schemes	180	30	60	40	100	370	1,820	450	770	1,670	6,260	1,730	1,970	4,070	2,330	610	780	2,150	**
Contribution	£3,000,000	£1,000,000	£3,000,000	£2,000,000	£4,000,000	£14,000,000	£49,000,000	£11,000,000	£22,000,000	£32,000,000	£93,000,000	£18,000,000	£19,000,000	£41,000,000	£46,000,000	£9,000,000	£13,000,000	£28,000,000	##

Table 6.53: Contribution information effective date as of 31 December 2016

	Pre-2012	2012 Q1	2012 Q2	2012 Q3	2012 Q4	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1
Number of schemes	100	40	190	90	160	490	3,940	1,150	1,580	3,850	2,360	640	850	2,370	3,480	670	890	2,500
Contribution	£1,000,000	£1,000,000	£3,000,000	£1,000,000	£2,000,000	£5,000,000	£55,000,000	£12,000,000	£15,000,000	£39,000,000	£46,000,000	£10,000,000	£14,000,000	£32,000,000	£80,000,000	£14,000,000	£23,000,000	£49,000,000

Table 6.54: Contribution information effective date as of 31 December 2017

	Pre-2013	2013 Q1	2013 Q2	2013 Q3	2013 Q4	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1
Number of schemes	90	60	230	140	190	530	2,290	620	810	2,310	3,680	790	1,060	3,070	4,350	800	1,040	2,800
Contribution	£1,000,000	##	£3,000,000	£1,000,000	£1,000,000	£5,000,000	£45,000,000	£10,000,000	£14,000,000	£31,000,000	£82,000,000	£14,000,000	£24,000,000	£56,000,000	£87,000,000	£11,000,000	£14,000,000	£31,000,000

Table 6.55: Contribution information effective date as of 31 December 2018

	Pre-2014	2014 Q1	2014 Q2	2014 Q3	2014 Q4	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1
Number of schemes	140	90	230	120	170	630	3,590	770	1,030	2,990	4,390	870	1,170	3,040	2,750	490	690	1,750
Contribution	£1,000,000	£1,000,000	£3,000,000	£1,000,000	£2,000,000	£6,000,000	£81,000,000	£14,000,000	£24,000,000	£54,000,000	£89,000,000	£11,000,000	£15,000,000	£32,000,000	£48,000,000	£9,000,000	£13,000,000	£26,000,000

Table 6.56: Contribution information effective date as of 31 December 2019

	Pre-2015	2015 Q1	2015 Q2	2015 Q3	2015 Q4	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1
Number of schemes	180	80	120	70	110	410	4,200	800	1,100	2,910	2,740	520	710	2,150	4,080	550	780	2,250
Contribution	£1,000,000	##	£1,000,000	£382,848	£1,000,000	£5,000,000	£84,000,000	£11,000,000	£15,000,000	£32,000,000	£50,000,000	£10,000,000	£14,000,000	£29,000,000	£78,000,000	£9,000,000	£14,000,000	£26,000,000

Table 6.57: Contribution information effective date as of 31 December 2020

	Pre-2016	2016 Q1	2016 Q2	2016 Q3	2016 Q4	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1
Number of schemes	250	100	270	120	180	550	2,670	500	700	2,080	4,080	590	810	2,420	4,240	670	800	2,300
Contribution	£1,000,000	##	£3,000,000	£1,000,000	£3,000,000	£3,000,000	£49,000,000	£10,000,000	£13,000,000	£29,000,000	£79,000,000	£10,000,000	£14,000,000	£29,000,000	£64,000,000	£8,000,000	£9,000,000	£27,000,000

Table 6.58: Contribution information effective date as of 31 December 2021

	Pre-2017	2017 Q1	2017 Q2	2017 Q3	2017 Q4	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1
Number of schemes	420	170	220	110	160	610	3,970	580	780	2,380	4,340	730	880	2,600	2,900	410	580	1,600
Contribution	£3,000,000	£1,000,000	£3,000,000	£2,000,000	£2,000,000	£5,000,000	£79,000,000	£10,000,000	£14,000,000	£28,000,000	£65,000,000	£8,000,000	£9,000,000	£30,000,000	£53,000,000	£8,000,000	£11,000,000	£30,000,000

Table 6.59: Contribution information effective date as of 31 December 2022

	Pre-2018	2018 Q1	2018 Q2	2018 Q3	2018 Q4	2019 Q1	2019 Q2	2019 Q3	2019 Q4	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1
Number of schemes	580	120	130	70	90	340	4,200	690	860	2,550	2,960	470	660	1,940	3,780	490	660	1,770
Contribution	£3,000,000	£1,000,000	£2,000,000	##	£1,000,000	£3,000,000	£64,000,000	£8,000,000	£9,000,000	£29,000,000	£54,000,000	£8,000,000	£12,000,000	£35,000,000	£63,000,000	£10,000,000	£13,000,000	£24,000,000

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