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 ARC
Aegon MT
Aon MCR
Aviva MFF
Fidelity FW
HL Growth
L&G LAF/MAF
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

14.3%

47%

62.4%

Aegon -

Aegon Workplace Default (ARC) - GPP

11.2%

(-3.1%)

35.6%

(-11.4%)

49%

(-13.4%)

Aegon -

BlackRock Lifepath Flexi

16.7%

(+2.4%)

57.1%

(+10.1%)

81.7%

(+19.3%)

Aon -

Managed Core Retirement Pathways

14.7%

(+0.4%)

53.1%

(+6.2%)

82.6%

(+20.2%)

Aviva -

My Future Focus Universal strategy

14.8%

(+0.5%)

39.4%

(-7.5%)

52.4%

(-10%)

Fidelity -

FutureWise

16%

(+1.7%)

54.2%

(+7.2%)

73.3%

(+10.9%)

Hargreaves Lansdown -

HL Growth Fund

13.3%

(-1%)

43.3%

(-3.7%)

51.9%

(-10.4%)

Legal & General -

Lifetime Advantage / Multi Asset Fund

14%

(-0.4%)

35.7%

(-11.3%)

36.4%

(-26%)

Legal & General -

Target Date Fund

13.3%

(-1%)

43.8%

(-3.2%)

51.3%

(-11.1%)

LifeSight (WTW) -

Medium Risk Drawdown

20%

(+5.6%)

72.3%

(+25.3%)

98.2%

(+35.8%)

Mercer -

SmartPath Targeting Drawdown

13.3%

(-1.1%)

36%

(-11%)

43.1%

(-19.2%)

NatWest Cushon -

Sustainable Investment Strategy

13.9%

(-0.5%)

46.4%

(-0.6%)

61.4%

(-1%)

Nest -

Retirement Date Fund

12.2%

(-2.2%)

41.5%

(-5.5%)

55.3%

(-7.1%)

Now: Pensions -

now: growth fund & now: retirement countdown fund

14.8%

(+0.5%)

52.5%

(+5.5%)

45.5%

(-16.9%)

Penfold -

Standard Lifetime plan

14.6%

(+0.3%)

48.3%

(+1.3%)

59.3%

(-3.1%)

Royal London -

Balanced Lifestyle Strategy (Drawdown) (GPP)

12.8%

(-1.5%)

35.3%

(-11.7%)

62.4%

(-0%)

SEI -

Flexi default (drawdown)

19.3%

(+5%)

57.6%

(+10.6%)

99.8%

(+37.4%)

Scottish Widows -

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

14.2%

(-0.1%)

50.1%

(+3.1%)

62.5%

(+0.1%)

Smart Pension -

Smart Sustainable Growth Fund

12.2%

(-2.2%)

43.5%

(-3.5%)

63.1%

(+0.7%)

Standard Life -

Sustainable Multi Asset (AP) Universal SLP

11.7%

(-2.6%)

38.8%

(-8.2%)

44.7%

(-17.6%)

TPT Retirement Solutions -

TPT Target Date Fund

15.2%

(+0.9%)

58.9%

(+11.9%)

80.4%

(+18%)

The Lewis Workplace Pension Trust -

TLWPT (The Lewis Workplace Pension Trust)

12.2%

(-2.2%)

44.1%

(-2.9%)

72.1%

(+9.7%)

The People's Pension -

The People's Pension Balanced Profile

14.3%

(-0%)

49.2%

(+2.2%)

56.5%

(-5.8%)