An introduction to Report Zone
Comprehensive management information (MI) is vital for good pension scheme management.
Report Zone, our free service, provides you with instant online reporting and comprehensive management information to help you manage your scheme effectively.
- Free and simple to use, 24 hours a day
- Self-serve up-to-date scheme reporting
- Scheme contribution and investment details
- Fully automated - you’ll get your report instantly
Report Zone includes;
- financial information, such as scheme value, number of members, number and value of transfers and single contributions;
- membership details – number of members (active, on a contribution break and leavers), number of members due to retire;
- how contributions are split – total contributions, employer and employee contributions;
- investment information – asset value, number of members invested in a particular fund, and
- the charges taken on the scheme.
All data is anonymised to maintain confidentiality.
How can Report Zone help?
By providing a holistic view of your workplace pension scheme it’ll enable you to manage your workforce. For example by understanding how many employees are close to retirement could help you with succession planning. The scheme contribution profile data could identify if members should be contributing more and the scheme investment profile could highlight whether the existing fund/s are suitable for all employees.
The data is presented in easy to understand graphs and tables along with a brief summary of the findings, all of which can be viewed online, exported and printed if required.
You can run your report as often as you require - we recommend employers run Report Zone quarterly.
To receive your free workplace scheme report today - simply log into Report Zone(Opens new window).
You can find further support to manage and promote your pension scheme with employees in our employer toolkit(Opens new window).
Compare Report Zone and Smart Governance
|Feature||Report Zone||Smart Governance|
|General scheme information||Yes||Yes|
|Member specific information - for the employer||Not applicable||Not applicable|
|Member specific information - for the adviser||Yes||Not applicable|
|Suitable for scheme governance||Yes||Yes|
|Highlights key area of the scheme to review||Not applicable||Yes|
|Option to deliver messages to employees||Not applicable||Yes|
|Additional charge for the service||Not applicable||Yes|