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Section A: Background Information

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* Q1 What type of DC plan do you provide? (select all that apply)

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* Q2 Number of active members

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* Q3 Total number of members

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* Q4 Size of assets

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* Q5 Sector

Section B: Eligibility

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* Q6 Conditions for joining

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* Q7 Did you change eligibility conditions as part of preparation for MyFutureFund/Auto-Enrolment?

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* Q8 Have you or do you intend to change to mandatory membership for new hires?

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* Q9 What % of employees are members of the pension plans?

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* Q10 What % of employees are included in MyFutureFund/Auto-Enrolment?

Section C: Contributions

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* Q11 What is the structure of the employer contribution rate?

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* Q12a What is the average employer contribution rate?

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* Q12b What is the minimum employer contribution rate?

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* Q12c What is the maximum employer contribution rate?

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* Q13a Did you make changes to the employer contribution rate in preparation for auto enrolment?

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* Q13b Will you or have you made changes to contribution rates because of the December 2025 minimum contribution regulations (i.e. 3.5% of gross pay)?

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* Q14a What is the average employee contribution rate?

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* Q14b What is the minimum required employee contribution rate?

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* Q15 What % of members pay AVCs?

Section D: Investment

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* Q16 How many funds may members choose from?

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* Q17 Are those funds passive or actively managed?

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* Q18 What % of members are invested in the default?

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* Q19 What does the end point of the default fund target?

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* Q20 Are ESG factors incorporated in your investment funds?

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* Q21 What is the frequency of members choosing to switch funds?

Section E: Value for Money and Services

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* Q22 Rate of annual management charge that members pay on default

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* Q23 Any additional policy fee to members or charge on contributions?

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* Q24 What supports in preparing for retirement are included in member services?

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* Q25 Does the employer pay for any pension scheme services, additional to the fees paid by members?

Section F: Governance (only for schemes that are not in Master Trust)

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* Q26 Does your risk manager attend all trustee meetings?

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* Q27 How many internal audits did you complete in the last 12 months?

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* Q28 How helpful did you find the Own Risk Assessment in supporting the work of trustees?

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* Q29a Have you been through SRP?

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* Q29b If you have been through SRP, how helpful did you find the recommendations in supporting the work of trustees?

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* Q30 Do you use committees?

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* Q31 If so, which ones? Select all that apply

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* Q32 Have you carried out a stress test on the impact of a cyber event?

Other

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* Are you planning on making any changes to your pension scheme?

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* Your details

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