Workplace Pensions Performance Data

Your workplace pension is invested in the stock market. Understand how your pension fund is performing, and how it compares to other pension providers.

Default fund performance

Performance - Younger saver
Aegon MT
Aegon ARC
Aon MCR
Aviva MFF
Fidelity FW
HL Growth
L&G LAF/MAF
L&G LAF
L&G TDF
LifeSight MRD
MercerSP
NW Cushon SIS
Nest
Now DGF
Penfold
R London
SEI FD
SW PIA
Smart SGF
Stnd L SMA AP
TPT TDF
Lewis
People's P
CAPA

CAPAdata is the only publicly available information source covering the performance of DC workplace pensions providers, covering the pension savings of 18 million UK savers. The Corporate Adviser Pensions Average (CAPA average) is the average (mean) return delivered by the largest default funds of the 20 main multi-employer DC providers, covering both master trusts and group personal pensions (GPPs). Shown below are providers biggest defaults by number of active members. For providers' other default funds go to compare.

CAPA -

Corporate Adviser Pensions Average

55.9%

Aegon -

Aegon MT - BlackRock Lifepath Flexi

69.9%

(+14%)

Aegon -

Aegon Workplace Default (ARC) - GPP

Data coming soon

Aon -

Managed Core Retirement Pathways

76.1%

(+20.2%)

Aviva -

My Future Focus Universal strategy

48.3%

(-7.6%)

Fidelity -

FutureWise

69.3%

(+13.4%)

Hargreaves Lansdown -

HL Growth Fund

46.9%

(-9%)

Legal & General -

Lifetime Advantage / Multi Asset Fund

30.8%

(-25.1%)

Legal & General -

Lifetime Advantage Fund

Data not available

Legal & General -

Target Date Fund

46.5%

(-9.4%)

LifeSight (WTW) -

Medium Risk Drawdown

87.6%

(+31.6%)

Mercer -

SmartPath Targeting Drawdown

37.5%

(-18.4%)

NatWest Cushon -

Sustainable Investment Strategy

54.1%

(-1.8%)

Nest -

Retirement Date Fund

48.9%

(-7%)

Now: Pensions -

now: growth fund & now: retirement countdown fund

Data coming soon

Penfold -

Standard Lifetime plan

52.7%

(-3.2%)

Royal London -

Balanced Lifestyle Strategy (Drawdown) (GPP)

57.4%

(+1.5%)

SEI -

Flexi default (drawdown)

94.9%

(+39%)

Scottish Widows -

PIA Balanced (Targeting Flexible Access) (MT&GPP)

55.1%

(-0.8%)

Smart Pension -

Smart Sustainable Growth Fund

56.2%

(+0.3%)

Standard Life -

Sustainable Multi Asset (AP) Universal SLP

40.2%

(-15.7%)

TPT Retirement Solutions -

TPT Target Date Fund

68.8%

(+12.9%)

The Lewis Workplace Pension Trust -

TLWPT (The Lewis Workplace Pension Trust)

65%

(+9.1%)

The People's Pension -

The People's Pension Balanced Profile

49.6%

(-6.3%)