Research & Guides

Corporate Adviser Intelligence creates independent research reports that give in-depth analysis of the workplace benefits sector and the financial services organisations operating in it.

2021 Reports

ESG in DC Pensions Report

Environmental, social and governance (ESG) investing has never had a higher profile in the world of DC pensions. Yet confusion as to the ESG capabilities and credentials of all parts of the investment chain, from providers, through schemes, to asset managers, remains rife.

This 72-page report comprises proprietary research that dissects the ESG and responsible investment strategies of all the main DC pension providers, including master trusts and GPP providers, as well as all the asset managers active in the UK DC universe. The report reveals and compares what providers and asset managers actually do in their default and other DC offerings, how much they tilt, screen and filter stocks and sectors, how they execute their stewardship responsibilities and how they approach net zero carbon. It includes profile pages summarising the ESG and responsible investment capabilities of all key asset managers in the UK DC universe.

To request a copy, click here

2020 Reports & Guides

Workplace Savings Report

This third iteration of Corporate Adviser Intelligence’s Workplace Savings Report benchmarks the proposition, market share and strategy of UK workplace savings product providers, monitors adviser attitudes to workplace savings and analyses key regulatory market, regulatory and sector trends. Assets in the defined contribution (DC) sector have continued to grow in the 12 months to June 2020, and in many cases have grown substantially. The Covid crisis has also affected other parts of the workplace savings sector: with a renewed focus on financial resilience from both employers and employees. Over the year there has been strong double-digit growth from some providers offering workplace Isas, although Isa assets remain a fraction of the size of the DC pensions market.

To request a copy click here

 

Guide to Transferring to a Master Trust

The consolidation of defined contribution pension schemes into master trusts is a process that has been ongoing for a considerable time. But this journey is far from over. Today the number of single-employer DC trust schemes in existence is already less than half that of a decade ago, yet TPR data shows more than £33bn remains outside authorised master trusts, without including DB/DC hybrids. The opportunity for employers with single-employer trust schemes to switch to lower-cost yet in many cases better- run master trusts is vast.

This guide covers all stages of the transfer process – the size of the market, reasons for switching, factors to bear in mind when choosing, communication strategies, a timeline for transfers and perspectives from TPR, advisers, lawyers and trustees.

 

To request a copy click here.

Workplace Protection and Wellbeing Report

The Workplace Protection and Wellbeing Report 2020 is the second iteration of Corporate Adviser’s ground-breaking analysis of the group risk, corporate healthcare, cash plan business protection and wellbeing sectors.

The Report analyses market dynamics, show year-on-year market share changes, identify sector trends and interpret past and future regulatory changes. The 2020 report builds on our existing data set to give an unrivalled view of all key stakeholders delivering benefits to protect and improve the wellbeing of UK workers. The research examines key metrics considered useful to intermediaries, including providers’ business turnover, numbers of employers, target customer areas, product features and functionality and other factors key to advisers’ provider selection processes.

The report consists of qualitative data from providers, qualitative and quantitative research with consultants and advisers and in-depth interviews with key industry stakeholders, conducted by Corporate Adviser Intelligence’s research team. Chapters cover different product types and areas, with each provider also profiled in the report, making it a have-and-keep directory for intermediaries as well as a leading piece of research.

To request a copy, click here

Master Trust and GPP Defaults Report

Master trust and GPP defaults are growing in scale exponentially, with the Master Trust and GPP Defaults Report showing that the master trust sector predicted to grow to £200bn by 2025 and around £340bn by 2030.

The report highlights the different strategies, asset allocation approaches, risk models and performance outcomes of 30 master trust and GPP default funds together investing over £89bn for more than 12 million UK savers. It also covers the different asset managers used and their approach to ESG, as well as investment advisers, technology, communications and at-retirement functionality.

To request a copy, click here

 

ESG and Responsible Investing in DC Pensions Report

The ESG in DC Pensions Report details the various ESG and responsible investment options that are currently available in the DC pensions market, with an emphasis on master trusts and contract-based default investment strategies. It covers 15 asset managers with combine assets of over £11trillion.

The report looks at two key aspects of ESG. The first is capital allocation – examining in detail specific ESG or SRI funds offered, particularly in relation to default auto-enrolment options. Secondly it covers the wider issue of asset management

 

 

 

2019 Reports

Benchmarking Pension Contributions Special Report

An in-depth look into pensions contribution across the UK workplace landscape looking into DC, group personal and group stakeholder pensions. The report will analyse the trends across the different demographics and sectors. The aim of the report is to provide advisers and EBCs with a reference guide on pension contributions.

To request a copy, click here

 

 

 

Workplace Savings Report

The Workplace Savings Report analyses the proposition, market share and strategy of the workplace savings product providers, with combined assets in excess of £300bn, offering pensions and savings products to UK employers. It includes data and analysis of the emerging corporate Isa market, as well as research into payroll lenders. It also includes bespoke research conducted with over 60 senior employee benefit consultants and corporate IFAs which examines the factors they prioritise when sourcing providers for employers. The report also comprises qualitative research from numerous interviews with industry professionals, both providers and intermediaries.

 

 

Master Trust & GPP Defaults Report

The Master Trust & GPP Defaults Report is the leading source of in-depth data and research on the fast-growing master trust and contract-based pension market. The research includes detailed information on 32 of the biggest master trusts in the UK and the biggest contract-based schemes, together with assets of £56bn and more than 16 million members. The report examines performance and asset allocation at different stages of the savings journey, administration, technology and asset managers used. It also incorporates qualitative research with intermediaries and other stakeholders. The report has highlighted massive differences in approach to asset allocation and risk strategy by schemes, and wide variances in performance.

 

 

Workplace Protection and Wellbeing Report

Workplace Protection and Wellbeing ReportThis in-depth report into the state of the workplace wellbeing and protection sector, covering group risk, group PMI, health cash plans, business protection and wellbeing service provision. The report analyses market dynamics identifying trends in the sector and interpret how regulatory changes will influence future sector development. It will include qualitative and quantitative research into all parts of the workplace protection and wellbeing value chain – across administration and platforms, market coverage, product offering, lives covered, as well as an overview of regulatory changes. As part of the report we will also be profiling the propositions of providers of group risk, group PMI, health cash plans, business protection and wellbeing services individually.

This research report will offer detailed information on the propositions of all main providers in each sector, to give advisers, consultants and brokers an authoritative and definitive source of information on the size and shape of the market, product offerings and sector trends.

ESG and Responsible Investment in DC Pensions Report

The ESG in DC Pensions Report details the various ESG and responsible investment options that are currently available in the DC pensions market, with an emphasis on master trusts and contract-based default investment strategies. It covers 15 asset managers with combine assets of over £11trillion.

The report looks at two key aspects of ESG. The first is capital allocation – examining in detail specific ESG or SRI funds offered, particularly in relation to default auto-enrolment options. Secondly it covers the wider issue of asset management

 

 

2018 Reports

Workplace Savings Report

The Workplace Savings Report analyses the proposition, market share and strategy of the eight workplace savings product providers, with combined assets in excess of £310bn, offering pensions and savings products to UK employers. It includes bespoke research conducted with over 60 senior employee benefit consultants and corporate IFAs which examines the factors they prioritise when sourcing providers for employers. The report also comprises qualitative research from numerous interviews with industry professionals, both providers and intermediaries.

 

 

 

Master Trust Defaults Report

The Master Trust Defaults Report is the leading source of in-depth data and research on the fast-growing master trust and contract-based pension market. The research includes detailed information on over 20 of the biggest master trusts in the UK and the biggest contract-based schemes, together with assets of over £25bn and more than 10 million members.

 

 

 

 

For more information

To find out more information about the Corporate Adviser Intelligence reports, please contact:

Ricardo Medina
Commercial Director, Corporate Adviser
X