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.

Key features;

  • 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)

For further information on investments, please see our fund prices and performance, along with our investment fund lists(Opens new window).  

Compare Report Zone and Smart Governance

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
On-line availability Yes Yes
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