Occupational defined contribution landscape 2024 annex

In this year’s statistics release, we describe the collection methods for the data contained in the annex to this publication, together with information on what is covered by each section of the annex.

1. In this section and throughout, hybrid refers to schemes which have both a defined benefit (DB) section and a defined contribution (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. File 1 (schemes), 2 (memberships), and 3 (finances) are based on schemes with 12 or more members (except for Table 1.1 and 1.10 in section 1, which is based on all schemes with two or more members).
3. File 4 (automatic enrolment (AE) schemes) is based on all schemes with two or more members.
4. File 5 (micro schemes) is based on schemes with two to 11 members.
5. File 6 (effective date information) shows relevant effective date information.

File 1: Schemes

Notes

1. Table 1.1 covers DC schemes with 2 or more members, excluding hybrid schemes with DC members.
2. Tables 1.2 to 1.16 cover DC schemes with 12 or more members.
3. Tables 1.2 and 1.3 include hybrid schemes with 12 or more DC members.
4. Tables 1.4 to 1.13 exclude hybrid schemes with DC members.
5. 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.
6. 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 1.13.
7. 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 1.13.
8. Tables 1.3 and 1.4 show the number of schemes who have reported having any members aged 50 to 59. Tables 1.5 and 1.6 show all schemes who have reported any members aged 60 or over.
9. Table 1.16, which includes hybrid schemes and excludes micro schemes, corresponds to Figure 1 in the 2024 Occupational Defined Contribution Landscape report.
10. Table 1.17, excluding hybrid schemes, corresponds to Figure 2 in the 2024 Occupational Defined Contribution Landscape report.
11. Within the annex tables 1.7 and 4.3 a bundled and unbundled split is provided. This is defined logically via the following rules applied in sequence:
    • if a scheme lists the same company as their insurer and their administrator, or the contacts provided for the insurer and administrator share the same company domain in their email address; the scheme is classified as bundled.
    • if a scheme lists different companies as their insurer and administrator; the scheme is classified as unbundled.
    • if the administrator is not present or either role could not be derived from the email address data; the scheme is classified as unknown.
    • if an insurance company is not provided; the scheme is classified as unbundled.
12. We operate 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 5 or lower are considered potentially identifiable 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 (excludes hybrid schemes)

Year	Total schemes year end
1997	86,440
1998	82,470
1999	76,410
2000	72,120
2001	68,360
2002	64,060
2003	58,880
2004	54,010
2005	50,660
2006	45,840
2007	41,680
2008	35,260
2009	32,820
2010	31,040
2011	29,730
2012	29,110
2013	28,940
2014	28,700
2015	28,450
2016	28,260
2017	27,930
2018	27,440
2019	26,300
2020	26,130
2021	25,940
2022	25,810
2023	25,860
2024	25,680

Table 1.2: Number of schemes by status (includes hybrid schemes, excludes micro schemes)

Year	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
2011	1,870	770	700	320	3,660
2012	1,670	730	630	220	3,240
2013	1,520	750	610	190	3,080
2014	1,190	1,000	550	190	2,930
2015	1,070	930	570	170	2,740
2016	930	850	540	150	2,470
2017	770	760	510	140	2,180
2018	670	690	480	130	1,980
2019	600	580	440	120	1,740
2020	530	510	420	90	1,560
2021	470	440	390	70	1,370
2022	410	380	340	80	1,220
2023	360	340	310	70	1,080
2024	340	240	280	60	920

Table 1.3: Number of schemes with membership aged 50 to 59 by scheme size (excludes hybrid schemes, excludes micro schemes)

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	1,530	480	130	30	2,170
2012	1,430	460	120	40	2,050
2013	1,370	410	120	50	1,960
2014	1,290	400	120	60	1,860
2015	1,220	340	120	60	1,740
2016	1,080	300	120	70	1,570
2017	890	250	110	80	1,320
2018	760	220	100	90	1,170
2019	650	180	90	80	1,000
2020	570	150	80	80	870
2021	500	120	60	70	760
2022	440	110	50	70	670
2023	380	90	40	70	580
2024	340	70	30	60	500

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

Year	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
2011	1,100	420	470	180	2,170
2012	1,040	400	450	160	2,050
2013	960	430	420	140	1,960
2014	720	620	380	140	1,860
2015	630	570	410	130	1,740
2016	530	520	400	120	1,570
2017	390	460	370	110	1,320
2018	330	400	330	110	1,170
2019	280	330	300	100	1,000
2020	250	280	280	70	870
2021	220	240	250	50	760
2022	180	200	220	70	670
2023	150	180	190	60	580
2024	160	110	180	50	500

Table 1.5: Number of schemes with membership aged 60+ by scheme size (excludes hybrid schemes, excludes micro schemes)

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	1,210	460	120	30	1,840
2012	1,150	450	120	40	1,760
2013	1,110	400	120	50	1,670
2014	1,070	390	120	60	1,630
2015	1,010	330	120	60	1,520
2016	900	280	110	70	1,370
2017	760	240	110	80	1,190
2018	670	220	100	90	1,080
2019	590	170	90	80	940
2020	540	150	80	80	840
2021	470	120	60	70	720
2022	420	110	50	70	650
2023	370	90	40	70	570
2024	330	70	30	60	490

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

Year	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
2011	920	360	400	150	1,840
2012	880	340	390	140	1,760
2013	810	360	370	130	1,670
2014	620	550	330	130	1,630
2015	550	490	350	120	1,520
2016	480	450	340	110	1,370
2017	360	420	320	100	1,190
2018	320	370	300	100	1,080
2019	280	300	270	90	940
2020	240	260	270	70	840
2021	210	220	240	50	720
2022	170	200	210	80	650
2023	150	180	180	60	570
2024	150	110	170	50	490

Table 1.7: Number of schemes by service provision and scheme size as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

Scheme Size	Master Trust	Bundled	Unbundled	Unknown	Total
12 to 99	0	150	190	10	350
100 to 999	0	30	40	**	70
1000 to 4999	0	10	20	0	30
5000+	30	10	20	**	60
Total	30	190	280	10	510

Table 1.8: Number of schemes by use of default strategy by status as of 31 December 2024 (excludes hybrid schemes, excludes 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
Does use default	120	60	30	20	240
Doesn't use default	30	60	150	30	270
Unknown	0	**	**	**	10
Total	160	120	180	50	510
% using default	78	48	18	43	46

Table 1.9: Number of schemes by use of default strategy by size as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Does use default	100	50	30	60	240
Doesn't use default	240	20	**	**	270
Unknown	10	**	**	**	10
Total	350	70	30	60	510
% using default	29	67	100	93	46

Table 1.10: Number of schemes with leaving members by scheme size as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired	70	50	30	60	200
Transferred	60	50	30	60	190
Other	30	30	30	60	140

Table 1.11: Number of schemes with leaving members by scheme status as of 31 December 2024 (excludes hybrid schemes, excludes 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
Retired	110	50	20	20	200
Transferred	110	40	20	20	190
Other	90	20	10	10	140

Table 1.12: Number of Schemes with assets by Membership banding as of 31 December 2024 (excludes hybrid schemes, excludes micro 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	340	40	**	**	0	0	0	0	380
10m to 25m	**	20	**	0	0	0	0	0	20
25m to 100m	0	10	20	**	0	0	0	**	30
100m to 250m	**	**	10	10	0	0	0	**	20
250m to 1b	0	0	**	10	0	0	0	10	20
1b to 2.5b	0	0	0	10	0	0	0	**	10
2.5b +	0	0	0	**	0	0	0	10	20
Total	350	70	30	30	0	0	0	30	510

Table 1.13: Calculation of total schemes by year (excludes hybrid schemes, excludes micro schemes)

Year	Established	Wound up	Total schemes year end
1988	9,130	130	84,740
1989	4,290	180	97,840
1990	2,690	280	100,260
1991	3,420	1,010	102,670
1992	2,870	840	104,700
1993	2,680	1,120	106,270
1994	3,310	1,430	108,150
1995	3,080	1,890	109,330
1996	4,200	3,600	109,930
1997	3,110	26,590	86,440
1998	2,420	6,390	82,470
1999	1,940	8,010	76,410
2000	1,940	6,230	72,120
2001	1,880	5,650	68,360
2002	1,480	5,780	64,060
2003	1,370	6,540	58,880
2004	1,120	5,990	54,010
2005	1,240	4,590	50,660
2006	780	5,600	45,840
2007	580	4,740	41,680
2008	560	6,980	35,260
2009	540	2,980	32,820
2010	560	2,340	31,040
2011	620	1,930	29,730
2012	1,000	1,620	29,110
2013	1,100	1,280	28,940
2014	1,020	1,250	28,700
2015	1,020	1,280	28,450
2016	1,050	1,240	28,260
2017	810	1,140	27,930
2018	670	1,150	27,440
2019	630	1,780	26,300
2020	570	740	26,130
2021	630	810	25,940
2022	610	740	25,810
2023	670	620	25,860
2024	410	590	25,680

Table 1.14: Number of schemes by size and scheme benefit type

Year	Scheme benefit type	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	Defined Contribution	1,940	550	140	40	2,670
2011	Hybrid	320	480	160	30	990
2012	Defined Contribution	1,610	500	140	40	2,290
2012	Hybrid	280	480	160	30	950
2013	Defined Contribution	1,500	450	130	50	2,130
2013	Hybrid	280	470	170	30	950
2014	Defined Contribution	1,410	430	120	60	2,020
2014	Hybrid	260	450	160	40	910
2015	Defined Contribution	1,300	360	120	70	1,840
2015	Hybrid	240	430	160	50	890
2016	Defined Contribution	1,140	310	120	70	1,640
2016	Hybrid	200	410	170	50	830
2017	Defined Contribution	940	260	120	80	1,400
2017	Hybrid	190	360	170	60	770
2018	Defined Contribution	810	240	110	90	1,240
2018	Hybrid	180	320	170	60	730
2019	Defined Contribution	680	190	90	80	1,050
2019	Hybrid	160	310	160	60	690
2020	Defined Contribution	600	160	80	80	920
2020	Hybrid	160	260	150	60	640
2021	Defined Contribution	530	130	60	70	790
2021	Hybrid	140	230	140	60	580
2022	Defined Contribution	460	110	50	70	700
2022	Hybrid	130	210	130	60	530
2023	Defined Contribution	400	90	40	70	600
2023	Hybrid	110	190	120	60	480
2024	Defined Contribution	350	70	30	60	510
2024	Hybrid	90	150	110	60	410

Table 1.15: Number of schemes by status and scheme benefit type

Year	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
2011	Defined Contribution	1,330	490	580	270	2,670
2011	Hybrid	540	280	130	50	990
2012	Defined Contribution	1,150	450	500	180	2,290
2012	Hybrid	520	270	130	30	950
2013	Defined Contribution	1,050	460	460	160	2,130
2013	Hybrid	470	300	150	30	950
2014	Defined Contribution	780	670	420	150	2,020
2014	Hybrid	410	330	130	40	910
2015	Defined Contribution	670	600	440	140	1,840
2015	Hybrid	400	330	130	30	890
2016	Defined Contribution	560	550	410	120	1,640
2016	Hybrid	370	300	130	20	830
2017	Defined Contribution	420	480	390	110	1,400
2017	Hybrid	350	280	120	20	770
2018	Defined Contribution	350	420	350	120	1,240
2018	Hybrid	320	270	130	20	730
2019	Defined Contribution	300	340	310	100	1,050
2019	Hybrid	300	240	130	20	690
2020	Defined Contribution	260	290	300	80	920
2020	Hybrid	280	220	130	10	640
2021	Defined Contribution	220	250	260	60	790
2021	Hybrid	250	190	130	10	580
2022	Defined Contribution	180	210	230	80	700
2022	Hybrid	230	170	120	10	530
2023	Defined Contribution	150	190	200	60	600
2023	Hybrid	210	150	110	10	480
2024	Defined Contribution	160	120	180	50	510
2024	Hybrid	180	130	90	10	410

Table 1.16: Occupational DC schemes by membership size group (including hybrid schemes, excluding micro schemes)

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	2,260	1,030	310	80	3,660
2012	1,890	980	300	70	3,240
2013	1,780	920	290	80	3,080
2014	1,670	870	290	100	2,930
2015	1,540	790	290	120	2,740
2016	1,340	710	290	130	2,470
2017	1,130	630	280	140	2,180
2018	1,000	560	270	140	1,980
2019	840	500	250	150	1,740
2020	760	420	240	140	1,560
2021	660	360	210	140	1,370
2022	590	320	180	130	1,220
2023	510	280	160	130	1,080
2024	430	220	140	120	920

Table 1.17: Micro schemes by RSS status (excluding hybrid schemes)

Year	RSS	Non-RSS	Unknown	Total
2015	22,500	5,050	5,330	32,880
2016	22,930	4,360	4,710	32,000
2017	22,070	3,670	4,790	30,530
2018	21,930	3,200	4,220	29,340
2019	21,860	2,050	3,860	27,760
2020	21,750	1,670	3,300	26,720
2021	21,970	1,520	2,770	26,260
2022	21,100	1,340	3,260	25,700
2023	20,530	1,220	3,450	25,210
2024	20,720	1,050	2,910	24,680

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 2.14 to 2.15 cover all DC schemes with 12 or more members, including hybrid schemes with DC members.
3. Tables 2.5 to 2.13 show DC schemes with 12 or more members but excludes hybrid schemes with DC members.
4. Table 2.1 refers to Figure 3 in the 2024 Occupational Defined Contribution Landscape report.
5. 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.
6. Numbers 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.
7. Please see accompanying descriptive text for a definition of service provision (shown in table 2.13) and methodology for identifying them.
8. We operate 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 5 or lower are considered potentially identifiable 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, excludes micro schemes)

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	78,000	358,000	660,000	1,159,000	2,255,000
2012	65,000	342,000	663,000	1,196,000	2,265,000
2013	62,000	324,000	661,000	1,566,000	2,613,000
2014	60,000	307,000	635,000	3,666,000	4,668,000
2015	55,000	286,000	658,000	5,932,000	6,931,000
2016	48,000	260,000	646,000	8,866,000	9,820,000
2017	40,000	227,000	612,000	11,743,000	12,622,000
2018	36,000	205,000	594,000	15,934,000	16,768,000
2019	31,000	183,000	569,000	18,833,000	19,615,000
2020	28,000	158,000	542,000	20,994,000	21,722,000
2021	25,000	138,000	482,000	22,767,000	23,412,000
2022	22,000	122,000	413,000	25,449,000	26,006,000
2023	19,000	107,000	372,000	28,278,000	28,776,000
2024	17,000	81,000	335,000	30,192,000	30,625,000

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

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	21,000	145,000	307,000	467,000	939,000
2012	18,000	140,000	311,000	503,000	971,000
2013	17,000	132,000	304,000	813,000	1,266,000
2014	19,000	124,000	290,000	2,623,000	3,056,000
2015	15,000	118,000	332,000	4,018,000	4,483,000
2016	12,000	107,000	337,000	5,384,000	5,840,000
2017	7,000	89,000	313,000	6,976,000	7,385,000
2018	5,000	73,000	298,000	8,799,000	9,176,000
2019	4,000	69,000	268,000	9,609,000	9,950,000
2020	4,000	54,000	237,000	9,870,000	10,165,000
2021	3,000	43,000	216,000	9,871,000	10,133,000
2022	3,000	36,000	170,000	10,573,000	10,782,000
2023	2,000	27,000	156,000	10,866,000	11,052,000
2024	2,000	20,000	134,000	10,929,000	11,084,000

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

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	48,000	202,000	345,000	662,000	1,258,000
2012	42,000	192,000	342,000	669,000	1,244,000
2013	41,000	183,000	348,000	740,000	1,313,000
2014	37,000	177,000	335,000	1,029,000	1,578,000
2015	37,000	162,000	318,000	1,900,000	2,417,000
2016	34,000	148,000	304,000	3,470,000	3,957,000
2017	31,000	133,000	295,000	4,758,000	5,218,000
2018	28,000	127,000	292,000	7,127,000	7,574,000
2019	25,000	110,000	294,000	9,215,000	9,645,000
2020	23,000	101,000	300,000	11,113,000	11,537,000
2021	20,000	93,000	264,000	12,880,000	13,258,000
2022	18,000	85,000	241,000	14,859,000	15,203,000
2023	16,000	78,000	215,000	17,391,000	17,700,000
2024	14,000	60,000	201,000	19,225,000	19,499,000

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

Year	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
2011	1,653,000	404,000	119,000	80,000	2,255,000
2012	1,706,000	393,000	115,000	50,000	2,265,000
2013	1,954,000	481,000	104,000	74,000	2,613,000
2014	3,882,000	620,000	93,000	73,000	4,668,000
2015	6,266,000	493,000	121,000	51,000	6,931,000
2016	9,170,000	497,000	115,000	37,000	9,820,000
2017	11,934,000	517,000	135,000	36,000	12,622,000
2018	15,989,000	612,000	84,000	84,000	16,768,000
2019	18,927,000	531,000	78,000	79,000	19,615,000
2020	20,951,000	553,000	124,000	95,000	21,722,000
2021	22,802,000	434,000	130,000	47,000	23,412,000
2022	25,440,000	400,000	102,000	65,000	26,006,000
2023	27,969,000	559,000	113,000	136,000	28,776,000
2024	29,730,000	473,000	101,000	320,000	30,625,000

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

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	18,000	41,000	59,000	125,000	244,000
2012	17,000	40,000	67,000	153,000	277,000
2013	16,000	38,000	67,000	224,000	345,000
2014	16,000	37,000	61,000	561,000	675,000
2015	16,000	32,000	67,000	882,000	997,000
2016	15,000	29,000	64,000	1,301,000	1,409,000
2017	13,000	26,000	61,000	1,922,000	2,022,000
2018	12,000	24,000	52,000	2,716,000	2,804,000
2019	11,000	20,000	49,000	3,169,000	3,249,000
2020	10,000	18,000	48,000	3,586,000	3,662,000
2021	9,000	14,000	38,000	4,060,000	4,121,000
2022	8,000	13,000	28,000	4,854,000	4,902,000
2023	7,000	11,000	24,000	4,978,000	5,019,000
2024	6,000	8,000	19,000	5,302,000	5,336,000

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

Year	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
2011	181,000	37,000	12,000	14,000	244,000
2012	214,000	37,000	15,000	11,000	277,000
2013	271,000	44,000	14,000	16,000	345,000
2014	542,000	101,000	16,000	16,000	675,000
2015	908,000	58,000	19,000	12,000	997,000
2016	1,326,000	58,000	19,000	6,000	1,409,000
2017	1,913,000	71,000	31,000	7,000	2,022,000
2018	2,676,000	94,000	17,000	17,000	2,804,000
2019	3,135,000	82,000	15,000	17,000	3,249,000
2020	3,569,000	62,000	21,000	9,000	3,662,000
2021	4,055,000	43,000	17,000	5,000	4,121,000
2022	4,838,000	38,000	11,000	15,000	4,902,000
2023	4,904,000	63,000	21,000	32,000	5,019,000
2024	5,233,000	31,000	8,000	62,000	5,336,000

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

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	6,000	12,000	16,000	27,000	60,000
2012	5,000	12,000	19,000	32,000	68,000
2013	5,000	11,000	16,000	53,000	85,000
2014	5,000	11,000	17,000	140,000	172,000
2015	5,000	10,000	19,000	202,000	236,000
2016	5,000	9,000	18,000	306,000	338,000
2017	4,000	8,000	19,000	589,000	620,000
2018	4,000	8,000	17,000	893,000	921,000
2019	4,000	6,000	15,000	1,065,000	1,090,000
2020	4,000	6,000	16,000	1,286,000	1,311,000
2021	4,000	5,000	12,000	1,472,000	1,493,000
2022	4,000	5,000	10,000	1,821,000	1,839,000
2023	4,000	5,000	9,000	2,205,000	2,223,000
2024	4,000	4,000	7,000	2,511,000	2,526,000

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

Year	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
2011	42,000	8,000	5,000	5,000	60,000
2012	50,000	7,000	5,000	6,000	68,000
2013	64,000	11,000	4,000	6,000	85,000
2014	136,000	26,000	5,000	6,000	172,000
2015	210,000	15,000	6,000	6,000	236,000
2016	314,000	15,000	6,000	3,000	338,000
2017	588,000	22,000	7,000	3,000	620,000
2018	880,000	29,000	6,000	6,000	921,000
2019	1,053,000	26,000	5,000	7,000	1,090,000
2020	1,276,000	25,000	7,000	4,000	1,311,000
2021	1,466,000	19,000	6,000	2,000	1,493,000
2022	1,810,000	19,000	5,000	5,000	1,839,000
2023	2,166,000	30,000	12,000	15,000	2,223,000
2024	2,476,000	14,000	5,000	31,000	2,526,000

Table 2.9: Membership by use of default strategy by status as of 31 December 2024 (excludes hybrid schemes, excludes 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
In default	26,828,000	122,000	8,000	314,000	27,272,000
Choose Other fund	1,583,000	7,000	1,000	3,000	1,595,000
Default not available	18,000	3,000	25,000	2,000	48,000
Unknown	11,000	0	^^	0	11,000

Table 2.10: Membership by use of default strategy by size as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
In default	3,000	15,000	68,000	27,186,000	27,272,000
Chose Other fund	^^	5,000	14,000	1,576,000	1,595,000
Default not available	9,000	5,000	0	33,000	48,000
Unknown	^^	1,000	0	10,000	11,000

Table 2.11: Scheme leavers by scheme size as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired	^^	^^	1,000	218,000	219,000
Transferred	^^	1,000	1,000	269,000	271,000
Other	^^	^^	^^	42,000	43,000

Table 2.12: Scheme leavers by scheme status as of 31 December 2024 (excludes hybrid schemes, excludes 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
Retired	217,000	1,000	^^	1,000	219,000
Transferred	268,000	1,000	1,000	2,000	271,000
Other	40,000	3,000	^^	^^	43,000

Table 2.13: Membership by service provision and scheme size as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

Scheme Size	Master Trust	Bundled	Unbundled	Unknown	Total
12 to 99	0	4,000	8,000	0	13,000
100 to 999	0	9,000	16,000	0	26,000
1,000 to 4,999	0	13,000	70,000	0	82,000
5,000+	27,799,000	358,000	637,000	10,000	28,805,000
Total	27,799,000	385,000	731,000	11,000	28,926,000

Table 2.14: Membership by status and scheme benefit type (includes hybrid schemes, excludes micro schemes)

Year	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
2011	Defined Contribution	971,000	170,000	76,000	70,000	1,287,000
2011	Hybrid	682,000	233,000	42,000	10,000	968,000
2012	Defined Contribution	1,010,000	147,000	66,000	44,000	1,268,000
2012	Hybrid	696,000	246,000	49,000	6,000	997,000
2013	Defined Contribution	1,289,000	155,000	48,000	69,000	1,560,000
2013	Hybrid	665,000	327,000	56,000	5,000	1,053,000
2014	Defined Contribution	3,111,000	320,000	48,000	54,000	3,532,000
2014	Hybrid	772,000	300,000	46,000	19,000	1,136,000
2015	Defined Contribution	5,333,000	175,000	52,000	40,000	5,601,000
2015	Hybrid	933,000	318,000	68,000	11,000	1,330,000
2016	Defined Contribution	8,136,000	194,000	49,000	19,000	8,398,000
2016	Hybrid	1,034,000	304,000	66,000	19,000	1,422,000
2017	Defined Contribution	10,989,000	184,000	73,000	30,000	11,277,000
2017	Hybrid	945,000	333,000	62,000	6,000	1,346,000
2018	Defined Contribution	14,930,000	237,000	40,000	81,000	15,288,000
2018	Hybrid	1,058,000	375,000	44,000	3,000	1,480,000
2019	Defined Contribution	17,760,000	225,000	33,000	75,000	18,092,000
2019	Hybrid	1,167,000	306,000	45,000	4,000	1,523,000
2020	Defined Contribution	19,757,000	235,000	81,000	84,000	20,156,000
2020	Hybrid	1,194,000	318,000	42,000	12,000	1,566,000
2021	Defined Contribution	21,557,000	122,000	70,000	35,000	21,784,000
2021	Hybrid	1,245,000	311,000	59,000	12,000	1,628,000
2022	Defined Contribution	24,142,000	105,000	46,000	61,000	24,354,000
2022	Hybrid	1,298,000	294,000	56,000	4,000	1,652,000
2023	Defined Contribution	26,635,000	243,000	70,000	133,000	27,081,000
2023	Hybrid	1,334,000	316,000	43,000	2,000	1,695,000
2024	Defined Contribution	28,439,000	133,000	35,000	319,000	28,926,000
2024	Hybrid	1,291,000	341,000	66,000	1,000	1,699,000

Table 2.15: Membership by size and scheme benefit type (includes hybrid schemes, excludes micro schemes)

Year	Scheme benefit type	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	Defined Contribution	62,000	183,000	311,000	730,000	1,287,000
2011	Hybrid	16,000	175,000	349,000	428,000	968,000
2012	Defined Contribution	52,000	169,000	296,000	750,000	1,268,000
2012	Hybrid	13,000	172,000	366,000	446,000	997,000
2013	Defined Contribution	49,000	151,000	279,000	1,082,000	1,560,000
2013	Hybrid	13,000	173,000	382,000	485,000	1,053,000
2014	Defined Contribution	48,000	139,000	275,000	3,071,000	3,532,000
2014	Hybrid	12,000	168,000	360,000	595,000	1,136,000
2015	Defined Contribution	44,000	123,000	295,000	5,140,000	5,601,000
2015	Hybrid	11,000	163,000	363,000	792,000	1,330,000
2016	Defined Contribution	39,000	106,000	278,000	7,974,000	8,398,000
2016	Hybrid	10,000	153,000	368,000	891,000	1,422,000
2017	Defined Contribution	31,000	95,000	271,000	10,879,000	11,277,000
2017	Hybrid	9,000	132,000	341,000	863,000	1,346,000
2018	Defined Contribution	27,000	86,000	238,000	14,938,000	15,288,000
2018	Hybrid	9,000	119,000	356,000	996,000	1,480,000
2019	Defined Contribution	23,000	68,000	226,000	17,775,000	18,092,000
2019	Hybrid	7,000	115,000	343,000	1,058,000	1,523,000
2020	Defined Contribution	21,000	56,000	216,000	19,863,000	20,156,000
2020	Hybrid	7,000	102,000	326,000	1,131,000	1,566,000
2021	Defined Contribution	18,000	46,000	165,000	21,555,000	21,784,000
2021	Hybrid	6,000	92,000	318,000	1,212,000	1,628,000
2022	Defined Contribution	16,000	40,000	131,000	24,167,000	24,354,000
2022	Hybrid	6,000	83,000	282,000	1,282,000	1,652,000
2023	Defined Contribution	14,000	34,000	102,000	26,931,000	27,081,000
2023	Hybrid	5,000	73,000	270,000	1,347,000	1,695,000
2024	Defined Contribution	13,000	26,000	82,000	28,805,000	28,926,000
2024	Hybrid	4,000	56,000	253,000	1,387,000	1,699,000

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. Table 3.1 refers to Figure 4 in the 2024 Occupational Defined Contribution Landscape report.
4. Table 3.48 refers to Figure 5 in the 2024 Occupational Defined Contribution Landscape report.
5. 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.
6. 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.
7. 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.
8. We operate 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 5 or lower are considered potentially identifiable 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) (excludes hybrid schemes, excludes micro schemes)

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	£1,122,000,000	£4,108,000,000	£5,872,000,000	£11,040,000,000	£22,142,000,000
2012	£1,016,000,000	£3,821,000,000	£5,904,000,000	£12,087,000,000	£22,827,000,000
2013	£1,759,000,000	£3,807,000,000	£6,092,000,000	£14,812,000,000	£26,469,000,000
2014	£878,000,000	£3,774,000,000	£6,684,000,000	£15,687,000,000	£27,023,000,000
2015	£883,000,000	£3,435,000,000	£6,398,000,000	£22,902,000,000	£33,618,000,000
2016	£883,000,000	£3,740,000,000	£6,728,000,000	£28,095,000,000	£39,446,000,000
2017	£780,000,000	£2,980,000,000	£7,099,000,000	£37,266,000,000	£48,125,000,000
2018	£668,000,000	£3,557,000,000	£6,953,000,000	£50,116,000,000	£61,294,000,000
2019	£559,000,000	£2,433,000,000	£6,948,000,000	£61,312,000,000	£71,251,000,000
2020	£493,000,000	£2,310,000,000	£7,272,000,000	£77,382,000,000	£87,457,000,000
2021	£417,000,000	£1,893,000,000	£5,788,000,000	£105,449,000,000	£113,547,000,000
2022	£335,000,000	£1,952,000,000	£5,752,000,000	£139,689,000,000	£147,728,000,000
2023	£339,000,000	£1,556,000,000	£4,413,000,000	£157,525,000,000	£163,834,000,000
2024	£428,000,000	£1,171,000,000	£3,424,000,000	£199,765,000,000	£204,787,000,000

Table 3.2: Assets by scheme status (reported) (excludes hybrid schemes, excludes micro schemes)

Year	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
2011	£17,726,000,000	£1,985,000,000	£850,000,000	£1,582,000,000	£22,142,000,000
2012	£19,826,000,000	£1,776,000,000	£849,000,000	£377,000,000	£22,827,000,000
2013	£21,584,000,000	£2,948,000,000	£632,000,000	£1,305,000,000	£26,469,000,000
2014	£20,955,000,000	£4,336,000,000	£777,000,000	£955,000,000	£27,023,000,000
2015	£29,795,000,000	£2,228,000,000	£914,000,000	£681,000,000	£33,618,000,000
2016	£35,275,000,000	£2,841,000,000	£817,000,000	£514,000,000	£39,446,000,000
2017	£43,481,000,000	£2,387,000,000	£1,637,000,000	£620,000,000	£48,125,000,000
2018	£53,310,000,000	£5,903,000,000	£714,000,000	£1,367,000,000	£61,294,000,000
2019	£64,374,000,000	£5,234,000,000	£575,000,000	£1,068,000,000	£71,251,000,000
2020	£80,471,000,000	£4,924,000,000	£1,159,000,000	£903,000,000	£87,457,000,000
2021	£107,505,000,000	£4,016,000,000	£1,495,000,000	£531,000,000	£113,547,000,000
2022	£141,290,000,000	£3,777,000,000	£710,000,000	£1,951,000,000	£147,728,000,000
2023	£157,785,000,000	£4,342,000,000	£733,000,000	£973,000,000	£163,834,000,000
2024	£200,645,000,000	£3,011,000,000	£450,000,000	£681,000,000	£204,787,000,000

Table 3.3: Contributions by scheme size (reported) (excludes hybrid schemes, excludes micro schemes)

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2011	£52,000,000	£353,000,000	£544,000,000	£980,000,000	£1,928,000,000
2012	£44,000,000	£297,000,000	£621,000,000	£1,129,000,000	£2,092,000,000
2013	£41,000,000	£312,000,000	£634,000,000	£1,479,000,000	£2,466,000,000
2014	£32,000,000	£267,000,000	£589,000,000	£1,982,000,000	£2,870,000,000
2015	£26,000,000	£230,000,000	£573,000,000	£2,804,000,000	£3,633,000,000
2016	£20,000,000	£216,000,000	£613,000,000	£3,602,000,000	£4,452,000,000
2017	£16,000,000	£184,000,000	£623,000,000	£4,543,000,000	£5,366,000,000
2018	£11,000,000	£160,000,000	£565,000,000	£5,992,000,000	£6,728,000,000
2019	£9,000,000	£161,000,000	£614,000,000	£9,660,000,000	£10,444,000,000
2020	£8,000,000	£137,000,000	£603,000,000	£14,018,000,000	£14,766,000,000
2021	£7,000,000	£114,000,000	£474,000,000	£14,688,000,000	£15,283,000,000
2022	£6,000,000	£85,000,000	£448,000,000	£17,367,000,000	£17,906,000,000
2023	£5,000,000	£72,000,000	£325,000,000	£20,084,000,000	£20,486,000,000
2024	£4,000,000	£54,000,000	£260,000,000	£23,714,000,000	£24,032,000,000

Table 3.4: Leaving amounts by scheme size (reported) as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Retired amount	£5,000,000	£12,000,000	£16,000,000	£1,167,000,000	£1,200,000,000
Transferred amount	£12,000,000	£62,000,000	£123,000,000	£3,447,000,000	£3,644,000,000
Other reason amount	£1,000,000	£2,000,000	£3,000,000	£339,000,000	£345,000,000

Table 3.5: Leaving amounts by scheme status (reported) as of 31 December 2024 (excludes hybrid schemes, excludes 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
Retired amount	£1,142,000,000	£45,000,000	£5,000,000	£8,000,000	£1,200,000,000
Transferred amount	£3,538,000,000	£50,000,000	£33,000,000	£23,000,000	£3,644,000,000
Other reason amount	£339,000,000	£2,000,000	£1,000,000	£3,000,000	£345,000,000

Table 3.6: Transfer in amounts by scheme size (reported) (excludes hybrid schemes, excludes micro schemes)

Year	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2015	£34,000,000	£11,000,000	£69,000,000	£745,000,000	£859,000,000
2016	£32,000,000	£32,000,000	£62,000,000	£535,000,000	£660,000,000
2017	£36,000,000	£22,000,000	£78,000,000	£1,941,000,000	£2,077,000,000
2018	£6,000,000	£18,000,000	£56,000,000	£5,422,000,000	£5,501,000,000
2019	£2,000,000	£21,000,000	£145,000,000	£3,861,000,000	£4,029,000,000
2020	£5,000,000	£7,000,000	£217,000,000	£3,460,000,000	£3,689,000,000
2021	£1,000,000	£6,000,000	£45,000,000	£8,572,000,000	£8,624,000,000
2022	£1,000,000	£5,000,000	£29,000,000	£8,973,000,000	£9,008,000,000
2023	£1,000,000	£3,000,000	£308,000,000	£6,463,000,000	£6,775,000,000
2024	£1,000,000	£2,000,000	£17,000,000	£11,179,000,000	£11,198,000,000

Table 3.7: Market value of scheme assets by size (reported) for 31 December 2011 (excludes hybrid schemes, excludes micro schemes)

	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 (excludes hybrid schemes, excludes micro schemes)

<

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	1,016,000,000	3,821,000,000	5,904,000,000	12,087,000,000	22,827,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	1,759,000,000	3,807,000,000	6,092,000,000	14,812,000,000	26,469,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	878,000,000	3,774,000,000	6,684,000,000	15,687,000,000	27,023,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported Assets	883,000,000	3,435,000,000	6,398,000,000	22,902,000,000	33,618,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	883,000,000	3,740,000,000	6,728,000,000	28,095,000,000	39,446,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	780,000,000	2,980,000,000	7,099,000,000	37,266,000,000	48,125,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	668,000,000	3,557,000,000	6,953,000,000	50,116,000,000	61,294,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	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	71,251,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	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	87,457,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	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	113,547,000,000
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 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	339,000,000	1,556,000,000	4,413,000,000	157,525,000,000	163,834,000,000
Members in schemes who have reported assets	13,000	33,000	99,000	26,921,000	27,065,000
Total members	14,000	34,000	102,000	26,931,000	27,081,000

Table 3.19: Market value of scheme assets by size (reported) for 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported assets	428,000,000	1,171,000,000	3,424,000,000	199,765,000,000	204,787,000,000
Members in schemes who have reported assets	12,000	25,000	82,000	28,795,000	28,914,000
Total members	13,000	26,000	82,000	28,805,000	28,926,000

Table 3.20: Market value of scheme assets by status (reported) for 31 December 2011 (excludes hybrid schemes, excludes 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
Reported assets	17,726,000,000	1,985,000,000	850,000,000	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 3.21: Market value of scheme assets by status (reported) for 31 December 2012 (excludes hybrid schemes, excludes 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
Reported assets	19,826,000,000	1,776,000,000	849,000,000	377,000,000	22,827,000,000
Members in schemes who have reported assets	977,000	144,000	62,000	34,000	1,217,000
Total members	1,010,000	147,000	66,000	44,000	1,268,000

Table 3.22: Market value of scheme assets by status (reported) for 31 December 2013 (excludes hybrid schemes, excludes 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
Reported assets	21,584,000,000	2,948,000,000	632,000,000	1,305,000,000	26,469,000,000
Members in schemes who have reported assets	1,136,000	153,000	45,000	68,000	1,402,000
Total members	1,289,000	155,000	48,000	69,000	1,560,000

Table 3.23: Market value of scheme assets by status (reported) for 31 December 2014 (excludes hybrid schemes, excludes 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
Reported assets	20,955,000,000	4,336,000,000	777,000,000	955,000,000	27,023,000,000
Members in schemes who have reported assets	3,052,000	310,000	46,000	53,000	3,460,000
Total members	3,111,000	320,000	48,000	54,000	3,532,000

Table 3.24: Market value of scheme assets by status (reported) for 31 December 2015 (excludes hybrid schemes, excludes 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
Reported assets	29,795,000,000	2,228,000,000	914,000,000	681,000,000	33,618,000,000
Members in schemes who have reported assets	5,261,000	171,000	52,000	36,000	5,520,000
Total members	5,333,000	175,000	52,000	40,000	5,601,000

Table 3.25: Market value of scheme assets by status (reported) for 31 December 2016 (excludes hybrid schemes, excludes 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
Reported assets	35,275,000,000	2,841,000,000	817,000,000	514,000,000	39,446,000,000
Members in schemes who have reported assets	8,087,000	169,000	49,000	18,000	8,322,000
Total members	8,136,000	194,000	49,000	19,000	8,398,000

Table 3.26: Market value of scheme assets by status (reported) for 31 December 2017 (excludes hybrid schemes, excludes 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
Reported assets	43,481,000,000	2,387,000,000	1,637,000,000	620,000,000	48,125,000,000
Members in schemes who have reported assets	10,977,000	178,000	70,000	27,000	11,252,000
Total members	10,989,000	184,000	73,000	30,000	11,277,000

Table 3.27: Market value of scheme assets by status (reported) for 31 December 2018 (excludes hybrid schemes, excludes 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
Reported assets	53,310,000,000	5,903,000,000	714,000,000	1,367,000,000	61,294,000,000
Members in schemes who have reported assets	14,895,000	236,000	38,000	80,000	15,249,000
Total members	14,930,000	237,000	40,000	81,000	15,288,000

Table 3.28: Market value of scheme assets by status (reported) for 31 December 2019 (excludes hybrid schemes, excludes 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
Reported assets	64,374,000,000	5,234,000,000	575,000,000	1,068,000,000	71,251,000,000
Members in schemes who have reported assets	17,700,000	223,000	31,000	74,000	18,028,000
Total members	17,760,000	225,000	33,000	75,000	18,092,000

Table 3.29: Market value of scheme assets by status (reported) for 31 December 2020 (excludes hybrid schemes, excludes 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
Reported assets	80,471,000,000	4,924,000,000	1,159,000,000	903,000,000	87,457,000,000
Members in schemes who have reported assets	19,753,000	220,000	80,000	83,000	20,136,000
Total members	19,757,000	235,000	81,000	84,000	20,156,000

Table 3.30: Market value of scheme assets by status (reported) for 31 December 2021 (excludes hybrid schemes, excludes 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
Reported assets	107,505,000,000	4,016,000,000	1,495,000,000	531,000,000	113,547,000,000
Members in schemes who have reported assets	21,551,000	121,000	70,000	34,000	21,776,000
Total members	21,557,000	122,000	70,000	35,000	21,784,000

Table 3.31: Market value of scheme assets by status (reported) for 31 December 2022 (excludes hybrid schemes, excludes 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
Reported assets	157,785,000,000	4,342,000,000	733,000,000	973,000,000	163,834,000,000
Members in schemes who have reported assets	26,624,000	242,000	69,000	131,000	27,065,000
Total members	26,635,000	243,000	70,000	133,000	27,081,000

Table 3.32: Market value of scheme assets by status (reported) for 31 December 2024 (excludes hybrid schemes, excludes 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
Reported assets	200,645,000,000	3,011,000,000	450,000,000	681,000,000	204,787,000,000
Members in schemes who have reported assets	28,428,000	132,000	34,000	319,000	28,914,000
Total members	28,439,000	133,000	35,000	319,000	28,926,000

Table 3.33: Contributions by size (reported) for 31 December 2011 (excludes hybrid schemes, excludes micro schemes)

	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	15,000	67,000	132,000	281,000	496,000

Table 3.34: Contributions by size (reported) for 31 December 2012 (excludes hybrid schemes, excludes micro schemes)

	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	13,000	65,000	128,000	312,000	518,000

Table 3.35: Contributions by size (reported) for 31 December 2013 (excludes hybrid schemes, excludes micro schemes)

	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	13,000	59,000	119,000	596,000	787,000

Table 3.36: Contributions by size (reported) for 31 December 2014 (excludes hybrid schemes, excludes micro schemes)

	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	16,000	54,000	128,000	2,327,000	2,525,000

Table 3.37: Contributions by size (reported) for 31 December 2015 (excludes hybrid schemes, excludes micro schemes)

	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
otal active members	12,000	52,000	155,000	3,606,000	3,825,000

Table 3.38: Contributions by size (reported) for 31 December 2016 (excludes hybrid schemes, excludes micro schemes)

	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	45,000	152,000	4,896,000	5,102,000

Table 3.39: Contributions by size (reported) for 31 December 2017 (excludes hybrid schemes, excludes micro schemes)

	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	5,000	35,000	137,000	6,540,000	6,718,000

Table 3.40: Contributions by size (reported) for 31 December 2018 (excludes hybrid schemes, excludes micro schemes)

	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	3,000	28,000	117,000	8,277,000	8,425,000

Table 3.41: Contributions by size (reported) for 31 December 2019 (excludes hybrid schemes, excludes micro schemes)

	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	24,000	108,000	9,090,000	9,224,000

Table 3.42: Contributions by size (reported) for 31 December 2020 (excludes hybrid schemes, excludes micro schemes)

	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	2,000	18,000	94,000	9,352,000	9,466,000

Table 3.43: Contributions by size (reported) for 31 December 2021 (excludes hybrid schemes, excludes micro schemes)

	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	67,000	9,348,000	9,431,000

Table 3.44: Contributions by size (reported) for 31 December 2022 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	5,000,000	72,000,000	325,000,000	20,084,000,000	20,486,000,000
Active members in schemes who have reported contributions	1,000	9,000	41,000	10,341,000	10,393,000
Total active members	2,000	8,000	40,000	10,303,000	10,353,000

Table 3.45: Contributions by size (reported) for 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Reported contributions	4,000,000	54,000,000	260,000,000	23,714,000,000	24,032,000,000
Active members in schemes who have reported contributions	1,000	6,000	32,000	10,448,000	10,487,000
Total active members	1,000	6,000	31,000	10,395,000	10,434,000

Table 3.46: Scheme leavers and financial amounts by scheme size for 31 December 2024 (excludes hybrid schemes, excludes micro)

	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Taking benefits without partnership agreement	3,000,000	19,000,000	26,000,000	1,136,000,000	1,184,000,000
Taking benefits with partnership agreement	##	##	3,000,000	15,000,000	18,000,000
Transferred to a master trust due to the scheme winding up or considering winding up	##	##	##	##	##
Member initiated transfer to another workplace scheme or provider	8,000,000	33,000,000	127,000,000	2,450,000,000	2,618,000,000
Left for any other reason	##	5,000,000	10,000,000	369,000,000	384,000,000
Total Members (excluding hybrids)	9,000	21,000	55,000	24,116,000	24,201,000

Table 3.47: Scheme leavers and financial amounts by scheme status for 31 December 2024 (excludes hybrid schemes, excludes micro)

	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
Taking benefits without partnership agreement	1,140,000,000	20,000,000	18,000,000	6,000,000	1,184,000,000
Taking benefits with partnership agreement	15,000,000	2,000,000	##	1,000,000	18,000,000
Transferred to a master trust due to the scheme winding up or considering winding up	##	##	##	##	##
Member initiated transfer to another workplace scheme or provider	2,499,000,000	65,000,000	20,000,000	34,000,000	2,618,000,000
Left for any other reason	376,000,000	2,000,000	3,000,000	3,000,000	384,000,000
Total Members (excluding hybrids)	23,826,000	29,000	32,000	314,000	24,201,000

Table 3.48: Average assets per membership in occupational DC schemes (excluding hybrid schemes and micro schemes)

Date	Average Assets per membership (£)
2011	£17,206
2012	£18,005
2013	£16,963
2014	£7,650
2015	£6,002
2016	£4,697
2017	£4,268
2018	£4,009
2019	£3,938
2020	£4,339
2021	£5,212
2022	£6,066
2023	£6,050
2024	£7,080

File 4: Automatic enrolment (AE) 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 2 or more members, excluding hybrid schemes with DC members.
3. Tables 4.3, 4.6 and 4.9 show DC schemes with 12 or more members but excludes hybrid schemes with DC members.
4. Table 4.13 refers to Figure 6 in the 2024 Occupational Defined Contribution Landscape report.
5. Table 4.14 refers to Figure 7 in the 2024 Occupational Defined Contribution Landscape report.
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, 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.
7. Numbers 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.
8. Please see accompanying descriptive text for definitions of service providers (shown in table 4.3 and 4.6) and methodology for identifying them.
9. We operate 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.
10. Any figures of 5 or lower are considered potentially identifiable 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 ##.
11. Please see accompanying text document for methodology for identifying a scheme’s AE status.

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

AE status	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	190	20	30	20	60	320
Not being used for AE	24,490	330	40	10	10	24,880
Total	24,680	350	70	30	60	25,190

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

AE status	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	210	20	80	10	320
Not being used for AE	13,050	1,210	10,260	360	24,880
Total	13,270	1,230	10,330	360	25,190

Table 4.3: Number of schemes by service provider (excludes hybrid, excludes micro schemes)

AE status	Master Trust	Bundled	Unbundled	Unknown	Total
Being used for AE	30	30	70	**	120
Not being used for AE	**	160	210	10	390
Total	30	190	280	10	510

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

AE status	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	13,000	63,000	28,749,000	28,827,000
Not being used for AE	69,000	12,000	12,000	19,000	56,000	169,000
Total	70,000	13,000	26,000	82,000	28,805,000	28,996,000

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

AE status	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	28,378,000	117,000	19,000	313,000	28,827,000
Not being used for AE	99,000	19,000	44,000	7,000	169,000
Total	28,477,000	136,000	63,000	320,000	28,996,000

Table 4.6: Membership by service provider (excludes hybrid, excludes micro schemes)

AE status	Master Trust	Bundled	Unbundled	Unknown	Total
Being used for AE	27,794,000	372,000	661,000	^^	28,827,000
Not being used for AE	6,000	13,000	70,000	11,000	100,000
Total	27,799,000	385,000	731,000	11,000	28,926,000

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

AE status	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	^^	4,000	27,000	10,365,000	10,397,000
not being used for AE	24,000	1,000	1,000	4,000	30,000	61,000
Total	24,000	1,000	6,000	31,000	10,395,000	10,457,000

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

AE status	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	^^	1,000	9,000	37,000	18,349,000	18,395,000
Not being used for AE	28,000	10,000	11,000	14,000	26,000	90,000
Total	29,000	11,000	20,000	51,000	18,375,000	18,485,000

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

AE status	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£14,000,000	£773,000,000	£2,477,000,000	£197,466,000,000	£200,730,000,000
Not being used for AE	£413,000,000	£398,000,000	£947,000,000	£2,299,000,000	£4,058,000,000
Total	£428,000,000	£1,171,000,000	£3,424,000,000	£199,765,000,000	£204,787,000,000

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

AE status	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	£197,552,000,000	£2,446,000,000	£105,000,000	£627,000,000	£200,730,000,000
Not being used for AE	£3,092,000,000	£565,000,000	£346,000,000	£55,000,000	£4,058,000,000
Total	£200,645,000,000	£3,011,000,000	£450,000,000	£681,000,000	£204,787,000,000

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

AE status	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£0	£38,000,000	£185,000,000	£15,873,000,000	£16,097,000,000
Not being used for AE	£2,000,000	£7,000,000	£28,000,000	£191,000,000	£228,000,000
Total	£3,000,000	£45,000,000	£214,000,000	£16,063,000,000	£16,325,000,000

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

AE status	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
Being used for AE	£0	£7,000,000	£31,000,000	£7,645,000,000	£7,683,000,000
Not being used for AE	£1,000,000	£2,000,000	£16,000,000	£6,000,000	£25,000,000
Total	£2,000,000	£9,000,000	£46,000,000	£7,651,000,000	£7,708,000,000

Table 4.13: Occupational DC schemes which have been used for automatic enrolment by membership size group (excluding hybrid schemes, including micro schemes)

Date	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2015	10	10	90	70	50	240
2016	20	10	110	80	60	280
2017	90	20	100	80	70	360
2018	130	30	90	70	80	400
2019	160	30	70	60	80	400
2020	180	30	60	60	70	390
2021	180	30	50	40	70	360
2022	180	20	40	40	60	340
2023	180	20	40	30	60	340
2024	190	20	30	20	60	320

Table 4.14: Memberships within occupational DC schemes which have been used for automatic enrolment by membership size group (excluding hybrid schemes, including micro schemes)

Date	2 to 11	12 to 99	100 to 999	1,000 to 4,999	5,000+	Total
2015	0	0	44,000	184,000	4,763,000	4,992,000
2016	0	1,000	48,000	191,000	7,722,000	7,962,000
2017	0	1,000	45,000	188,000	10,701,000	10,936,000
2018	0	2,000	42,000	165,000	14,709,000	14,918,000
2019	0	1,000	32,000	164,000	17,580,000	17,778,000
2020	0	1,000	27,000	146,000	19,757,000	19,932,000
2021	0	1,000	23,000	117,000	21,504,000	21,646,000
2022	1,000	1,000	20,000	94,000	24,115,000	24,231,000
2023	1,000	1,000	18,000	77,000	26,861,000	26,957,000
2024	1,000	1,000	13,000	63,000	28,749,000	28,827,000

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. We operate 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 5 or lower are considered potentially identifiable 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 Relevant small schemes (RSS) and Executive pension plan (EPP) schemes (shown in Table 5.3 to 5.8) and methodology for identifying them.

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

Year	Open to new joiners and future service	Closed to new joiners and/or future service	Winding Up	Total
2011	30,060	7,750	1,410	39,220
2012	28,050	7,360	990	36,390
2013	27,520	7,170	860	35,560
2014	26,940	6,670	730	34,350
2015	26,060	6,190	640	32,880
2016	23,230	8,190	580	32,000
2017	18,850	11,150	530	30,530
2018	16,640	12,180	520	29,340
2019	11,000	16,350	410	27,760
2020	7,860	18,500	350	26,720
2021	7,380	18,550	340	26,260
2022	6,980	18,370	340	25,700
2023	6,740	18,130	340	25,210
2024	13,110	11,260	320	24,680

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

Year	Open to new joiners and future service	Closed to new joiners and/or future service	Winding Up	Total
2011	86,000	24,000	5,000	115,000
2012	80,000	23,000	3,000	106,000
2013	77,000	22,000	3,000	102,000
2014	76,000	20,000	2,000	99,000
2015	73,000	19,000	2,000	95,000
2016	64,000	25,000	2,000	91,000
2017	54,000	32,000	2,000	87,000
2018	48,000	35,000	2,000	84,000
2019	32,000	46,000	1,000	79,000
2020	24,000	52,000	1,000	76,000
2021	22,000	52,000	1,000	75,000
2022	21,000	50,000	1,000	73,000
2023	20,000	50,000	1,000	71,000
2024	38,000	31,000	1,000	70,000

RSS and EPP schemes

Table 5.3: Number of schemes split by RSS and EPP status as of 31 December 2024 (excludes hybrid schemes, includes micro schemes)

Status	EPP	Non-EPP	Unknown	Total
RSS	**	**	20,720	20,720
Non-RSS	390	610	60	1,050
Unknown	320	20	2,580	2,910
Total	700	620	23,360	24,680

Table 5.4: Membership split by RSS and EPP status as of 31 December 2024 (excludes hybrid schemes, includes micro schemes)

Status	EPP	Non-EPP	Unknown	Total
RSS	^^	^^	58,000	58,000
Non-RSS	1,000	3,000	^^	4,000
Unknown	1,000	^^	6,000	7,000
Total	2,000	3,000	65,000	70,000

Table 5.5: Number of schemes split by RSS and scheme status as of 31 December 2024 (excludes hybrid schemes, includes micro schemes)

Status	EPP	Non-EPP	Unknown	Total
RSS	10,310	10,280	130	20,720
Non-RSS	280	680	90	1,050
Unknown	2,530	290	90	2,910
Total	13,110	11,260	320	24,680

Table 5.6: Membership split by RSS and scheme status as of 31 December 2024 (excludes hybrid schemes, includes micro schemes)

Status	Open to new joiners and future service	Closed to new joiners and/or future service	Winding Up	Total
RSS	30,000	27,000	^^	58,000
Non-RSS	1,000	3,000	^^	4,000
Unknown	6,000	1,000	^^	7,000
Total	38,000	31,000	1,000	70,000

Table 5.7: Number of schemes split by EPP and scheme status as of 31 December 2024 (excludes RSS and hybrid schemes, includes micro schemes)

Status	Open to new joiners and future service	Closed to new joiners and/or future service	Winding Up	Total
EPP	350	310	40	700
Non-EPP	140	410	70	620
Unknown	2,310	250	80	2,640
Total	2,800	980	190	3,960

Table 5.8: Membership split by EPP and scheme status as of 31 December 2024 (excludes RSS and hybrid schemes, includes micro schemes)

Status	Open to new joiners and future service	Closed to new joiners and/or future service	Winding Up	Total
EPP	1,000	1,000	^^	2,000
Non-EPP	1,000	2,000	^^	3,000
Unknown	6,000	1,000	^^	7,000
Total	7,000	4,000	1,000	12,000

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 6.44 cover DC schemes with 12 or more members (the Membership information also including hybrid schemes with DC members).
3. Tables 6.2 and 6.45 to 6.58 cover micro DC schemes with fewer than 12 members.
4. We operate 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 5 or lower are considered potentially identifiable 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 2024 (includes hybrid schemes, excludes micro schemes)

	Pre-2022	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4	2024 Q1	2024 Q2
Membership information effective date (by schemes)	20	10	140	50	120	170	130	50	80	170	**
Membership information effective date (by memberships)	2,000	0	375,000	288,000	388,000	648,000	2,018,000	278,000	882,000	25,743,000	4,000
Asset information effective dates (by schemes)	20	4	10	10	10	40	120	50	80	170	0
Asset information effective dates (by assets)	62,000,000	1,000,000	12,000,000	316,000,000	117,000,000	242,000,000	31,092,000,000	4,126,000,000	32,518,000,000	141,141,000,000	0
Contribution information effective dates (by schemes)	20	4	10	10	10	40	120	50	80	170	0
Contribution information effective dates (by contributions)	0	0	0	30,000,000	8,000,000	10,000,000	3,017,000,000	405,000,000	2,403,000,000	18,159,000,000	0

Table 6.2: Micro schemes effective dates information as of 31 December 2024 (excludes hybrid schemes, includes micro schemes)

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4	2024 Q1	2024 Q2	2024 Q3	2024 Q4
Membership information effective date (by schemes)	1,780	170	110	70	80	320	3,680	510	660	1,870	4,350	730	880	2,200	3,850	610	810	1,590	160	150	110
Membership information effective date (by memberships)	5,000	475	347	200	229	1,000	12,000	2,000	2,000	6,000	11,000	2,000	2,000	6,000	11,000	2,000	2,000	5,000	^^	^^	^^

Non micro schemes (historical data)

Table 6.3: Membership information effective date as of 31 December 2011 (includes hybrid schemes, excludes micro 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	^^	^^

Table 6.4: Membership information effective date as of 31 December 2012 (includes hybrid schemes, excludes micro 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	**
Membership	9,000	^^	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, excludes micro 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	^^	4,000

Table 6.6: Membership information effective date as of 31 December 2014 (includes hybrid schemes, excludes micro 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, excludes micro 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	**	10	**
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, excludes micro 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	**
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, excludes micro 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	**	**	**
Membership	4,000	4,000	308,000	136,000	277,000	719,000	519,000	213,000	736,000	9,705,000	^^	1,000	1,000

Table 6.10: Membership information effective date as of 31 December 2018 (includes hybrid schemes, excludes micro 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	**	**	**
Membership	3,000	316	236,000	211,000	363,000	853,000	610,000	230,000	712,000	13,475,000	^^	60,000	14,000

Table 6.11: Membership information effective date as of 31 December 2019 (includes hybrid schemes, excludes micro 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	**	**	**
Membership	2,000	1,000	293,000	217,000	402,000	833,000	812,000	240,000	846,000	15,969,000	^^	^^	^^

Table 6.12: Membership information effective date as of 31 December 2020 (includes hybrid schemes, excludes micro 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	**	**
Membership	2,000	1,000	300,000	254,000	472,000	958,000	933,000	242,000	831,000	17,728,000	2,000	^^

Table 6.13: Membership information effective date as of 31 December 2021 (includes hybrid schemes, excludes micro 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	**
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, excludes micro 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	**	**
Membership	3,000	1,000	371,000	268,000	368,000	654,000	1,597,000	281,000	724,000	21,739,000	1,000	^^

Table 6.15: Membership information effective date as of 31 December 2023 (includes hybrid schemes, excludes micro schemes)

	Pre-2021	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q3
Number of schemes	30	20	160	50	140	210	140	40	90	190	**
Membership	5,000	1,000	395,000	279,000	383,000	669,000	1,882,000	288,000	769,000	24,097,000	10,000

Table 6.16: Membership information effective date as of 31 December 2024 (includes hybrid schemes, excludes micro schemes)

	Pre-2022	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4	2024 Q1	2024 Q2
Number of schemes	20	10	140	50	120	170	130	50	80	170	**
Membership	2,000	111	375,000	288,000	388,000	648,000	2,018,000	278,000	882,000	25,743,000	4,000

Table 6.17: Asset information effective date as of 31 December 2011 (excludes hybrid schemes, excludes micro 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	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 6.18: Asset information effective date as of 31 December 2012 (excludes hybrid schemes, excludes micro 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	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 6.19: Asset information effective date as of 31 December 2013 (excludes hybrid schemes, excludes micro 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	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 6.20: Asset information effective date as of 31 December 2014 (excludes hybrid schemes, excludes micro schemes)

	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	**
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 6.21: Asset information effective date as of 31 December 2015 (excludes hybrid schemes, excludes micro schemes)

	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	£8,520,000,00

Table 6.22: Asset information effective date as of 31 December 2016 (excludes hybrid schemes, excludes micro schemes)

	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 6.23: Asset information effective date as of 31 December 2017 (excludes hybrid schemes, excludes micro schemes)

	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 6.24: Asset information effective date as of 31 December 2018 (excludes hybrid schemes, excludes micro schemes)

	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 6.25: Asset information effective date as of 31 December 2019 (excludes hybrid schemes, excludes micro schemes)

	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 6.26: Asset information effective date as of 31 December 2020 (excludes hybrid schemes, excludes micro schemes)

	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 6.27: Asset information effective date as of 31 December 2021 (excludes hybrid schemes, excludes micro schemes)

	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 6.28: Asset information effective date as of 31 December 2022 (excludes hybrid schemes, excludes micro schemes)

	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	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	£89,586,000,000

Table 6.29: Asset information effective date as of 31 December 2023 (excludes hybrid schemes, excludes micro schemes)

	Pre-2021	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1
Number of schemes	40	20	20	10	10	40	140	40	90	180
Assets	£34,000,000	£7,000,000	£76,000,000	£174,000,000	£49,000,000	£719,000,000	£29,034,000,000	£4,780,000,000	£24,985,000,000	£104,045,000,000

Table 6.30: Asset information effective date as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	Pre-2022	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4	2024 Q1
Number of schemes	20	4	10	10	10	40	120	50	80	170
Assets	£62,000,000	£1,000,000	£12,000,000	£316,000,000	£117,000,000	£242,000,000	£31,092,000,000	£4,126,000,000	£32,518,000,000	£141,141,000,000

Table 6.31: Contribution information effective date as of 31 December 2011 (excludes hybrid schemes, excludes micro 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	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	##

Table 6.32: Contribution information effective date as of 31 December 2012 (excludes hybrid schemes, excludes micro 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	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	##

Table 6.33: Contribution information effective date as of 31 December 2013 (excludes hybrid schemes, excludes micro 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	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	##

Table 6.34: Contribution information effective date as of 31 December 2014 (excludes hybrid schemes, excludes micro schemes)

	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 6.35: Contribution information effective date as of 31 December 2015 (excludes hybrid schemes, excludes micro schemes)

	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 6.36: Contribution information effective date as of 31 December 2016 (excludes hybrid schemes, excludes micro schemes)

	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 6.37: Contribution information effective date as of 31 December 2017 (excludes hybrid schemes, excludes micro schemes)

	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 6.38: Contribution information effective date as of 31 December 2018 (excludes hybrid schemes, excludes micro schemes)

	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 6.39: Contribution information effective date as of 31 December 2019 (excludes hybrid schemes, excludes micro schemes)

	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 6.40: Contribution information effective date as of 31 December 2020 (excludes hybrid schemes, excludes micro schemes)

	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 6.41: Contribution information effective date as of 31 December 2021 (excludes hybrid schemes, excludes micro schemes)

	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 6.42: Contribution information effective date as of 31 December 2022 (excludes hybrid schemes, excludes micro schemes)

	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

Table 6.43: Contribution information effective date as of 31 December 2023 (excludes hybrid schemes, excludes micro schemes)

	Pre-2021	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1
Number of schemes	40	20	20	10	10	50	140	40	90	190
Contribution	1,000,000	366,000	130,298	15,000,000	35,484	25,000,000	2,529,000,000	545,000,000	1,881,000,000	15,490,000,000

Table 6.44: Contribution information effective date as of 31 December 2024 (excludes hybrid schemes, excludes micro schemes)

	Pre-2022	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4	2024 Q1
Number of schemes	20	4	10	10	10	40	120	50	80	170
Contribution	80,642	0	0	30,000,000	8,000,000	10,000,000	3,017,000,000	405,000,000	2,403,000,000	18,159,000,000

Micro schemes (historical data)

Table 6.45: Membership information effective date as of 31 December 2011 (includes hybrid schemes, includes micro schemes)

	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 6.46: Membership information effective date as of 31 December 2012 (includes hybrid schemes, includes micro schemes)

	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 6.47: Membership information effective date as of 31 December 2013 (includes hybrid schemes, includes micro 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	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 6.48: Membership information effective date as of 31 December 2014 (includes hybrid schemes, includes micro 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	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 6.49: Membership information effective date as of 31 December 2015 (includes hybrid schemes, includes micro 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	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 6.50: Membership information effective date as of 31 December 2016 (includes hybrid schemes, includes micro 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	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 6.51: Membership information effective date as of 31 December 2017 (includes hybrid schemes, includes micro 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	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 6.52: Membership information effective date as of 31 December 2018 (includes hybrid schemes, includes micro 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	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 6.53: Membership information effective date as of 31 December 2019 (includes hybrid schemes, includes micro 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	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 6.54: Membership information effective date as of 31 December 2020 (includes hybrid schemes, includes micro 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	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 6.55: Membership information effective date as of 31 December 2021 (includes hybrid schemes, includes micro 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	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 6.56: Membership information effective date as of 31 December 2022 (includes hybrid schemes, includes micro 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	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 6.57: Membership information effective date as of 31 December 2023 (includes hybrid schemes, includes micro schemes)

	Pre-2019	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	2023 Q1	2023 Q2	2023 Q3	2023 Q4
Number of schemes	2,050	120	280	160	180	450	2,850	480	640	1,880	3,920	660	930	2,170	4,470	700	880	2,030	150	140	90
Membership	5,000	^^	1,000	^^	^^	1,000	8,000	1,000	2,000	6,000	13,000	2,000	3,000	7,000	11,000	2,000	2,000	5,000	^^	^^	^^

Table 6.58: Membership information effective date as of 31 December 2024 (includes hybrid schemes, includes micro schemes)

	Pre-2020	2020 Q1	2020 Q2	2020 Q3	2020 Q4	2021 Q1	2021 Q2	2021 Q3	2021 Q4	2022 Q1	2022 Q2	2022 Q3	2022 Q4	2023 Q1	2023 Q2	2023 Q3	2023 Q4	2024 Q1	2024 Q2	2024 Q3	2024 Q4
Number of schemes	1,780	170	110	70	80	320	3,680	510	660	1,870	4,350	730	880	2,200	3,850	610	810	1,590	160	150	110
Membership	5,000	^^	^^	^^	^^	1,000	12,000	2,000	2,000	6,000	11,000	2,000	2,000	6,000	11,000	2,000	2,000	5,000	^^	^^	^^

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