Barnett Waddingham report: DC in Focus: Analysis of large defined contribution (DC)
Data collected includes scheme structure, membership characteristics, default investment characteristics including management style, target strategy and ESG integration.
This year, further data is collected capturing private assets within default investment strategies, self-select usage, retirement behaviours, and member engagement.
The government’s Mansion House reforms have placed renewed emphasis on the role of large DC schemes in delivering better outcomes for members, highlighting the importance of investment in productive finance, improved governance, and long-term value creation.
Download the full report to find out:
- Numbers of large master trusts sections continue to rise.
- The average pricing for off-the-shelf default strategies for large schemes has reduced to 0.21%.
- Assets invested in self-select funds are proportionately higher in own-trust large schemes.
- Drawdown is the most popular default strategy target although current member behaviour is not necessarily aligned.
Supplied by REBA Associate Member, Barnett Waddingham
Barnett Waddingham is proud to be a leading independent UK professional services consultancy at the forefront of risk, pensions, investment, and insurance. We work to deliver on our promise to ensure the highest levels of trust, integrity and quality through our purpose and behaviours.
