Aim of this survey

The Financial Survey of Pension Schemes (FSPS) is a quarterly survey that gathers information about income and expenditure, transactions, assets and liabilities of pension schemes. The information you supply forms part of the UK National Accounts and Balance of Payments, which are widely used within and outside of government.

What you need to know

To complete the FSPS, you will need to gather information regarding your:

  • pension scheme contributions for employers and employees
  • income from investments
  • expenditure relating to your members and their dependents, as well as expenses
  • transfers in and out of your pension scheme
  • information on balances (assets and liabilities) and transactions

All information you provide is strictly confidential.

Survey information

Selection criteria: UK-based occupational pension schemes on The Pensions Regulator’s register

Population: approximately 11,000

Sample: approximately 900

Frequency: quarterly

Dispatch dates

Quarter 1 (Jan to Mar): 20 March

Quarter 2 (Apr to June): 25 June

Quarter 3 (July to Sept): 24 September

Quarter 4 (Oct to Dec): 16 December

Return-by dates

Quarter 1: 22 May

Quarter 2: 23 August

Quarter 3: 20 November

Quarter 4: 19 February

Dispatch and return-by dates are a guide. They are subject to change due to national holidays and weekends.

How to complete this survey

If your scheme is selected, you will receive an enrolment letter with instructions on how to access the survey. You will be asked to complete the survey using a spreadsheet-based questionnaire. Please download this questionnaire from the ONS Business Surveys website and upload it when complete.

You can view a copy of the spreadsheet-based questionnaire (which includes definitions and extra information) in the “Related downloads” section, on the right-hand side of this page.

Additional guidance to help complete the FSPS can also be found in the “You might also be interested in” section.

You will have eight weeks to complete the FSPS. Reminders are issued automatically, so you may receive one if you submit data just before or after the return date.

The FSPS is conducted under the provisions of the Statistics of Trade Act 1947. Once selected, your scheme is legally obliged to comply. You cannot appeal your selection.

Complete this survey online

If you need help

If your question is not answered above, you may be able to find the answer in the About ONS business surveys section.

You can call us on 0300 1234 931. Please enter the three-digit survey ID 093.

From outside the UK: +441633 810495.

Er mwyn gwneud cais am ffurflen Gymraeg (to speak to someone in Welsh): 0300 1234 921.