Key Takeaways
- • The Pensions Policy Institute (PPI) launched its 2026 DC Asset Allocation Survey on 15 June 2026, marking the ninth year of the survey program, which is the largest of its kind tracking UK defined contribution pension schemes.
- • The survey collects comprehensive data from DC schemes and providers on scheme size, member pot values, default investment strategies, charges, and asset allocation patterns across the UK DC universe.
- • The 2026 DC Future Book, sponsored by State Street Investment Management and Scottish Widows, publishes the survey findings and serves as evidence-based research to inform retirement policy and better retirement outcomes.
- • The DC Asset Allocation Survey represents rigorous, impartial evidence collection designed to shape institutional understanding of how defined contribution assets are invested across the UK market.
Summary
The Pensions Policy Institute, the UK's leading independent authority on pensions and retirement policy, launched its 2026 DC Asset Allocation Survey on 15 June 2026. Now in its ninth consecutive year, the survey remains the largest of its kind examining UK defined contribution pension schemes and investment practices.
The survey gathers data from DC schemes and providers across multiple dimensions critical to understanding market structure and investment behavior. Key data collection areas include scheme size, member pension pot values, default investment strategies deployed by schemes, fee and charge structures, and asset allocation methodologies. This comprehensive approach enables the PPI to develop a detailed picture of how defined contribution assets are distributed and managed across the UK pension landscape.
The findings are published in The DC Future Book, a research publication sponsored by State Street Investment Management and Scottish Widows. The report reflects the PPI's commitment to conducting rigorous, impartial, evidence-based research designed to inform policy decisions and drive better retirement outcomes for UK pension participants. By systematically tracking asset allocation trends, scheme structures, and investment strategies, the survey provides institutional investors, pension funds, and policymakers with authoritative data on DC market dynamics.
The survey gathers data from DC schemes and providers across multiple dimensions critical to understanding market structure and investment behavior. Key data collection areas include scheme size, member pension pot values, default investment strategies deployed by schemes, fee and charge structures, and asset allocation methodologies. This comprehensive approach enables the PPI to develop a detailed picture of how defined contribution assets are distributed and managed across the UK pension landscape.
The findings are published in The DC Future Book, a research publication sponsored by State Street Investment Management and Scottish Widows. The report reflects the PPI's commitment to conducting rigorous, impartial, evidence-based research designed to inform policy decisions and drive better retirement outcomes for UK pension participants. By systematically tracking asset allocation trends, scheme structures, and investment strategies, the survey provides institutional investors, pension funds, and policymakers with authoritative data on DC market dynamics.
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