Welcome to the Lucida pulse survey

In August, Lucida launched its Pensions Pulse Survey to capture the challenges facing those managing defined benefit (DB) pension schemes. The results of this survey are being launched this week at the NAPF conference.

Since the initial survey, trustees and scheme managers have been faced with even greater challenges. The turmoil in the global financial markets is having a major impact on investments and subsequently putting significant pressures on scheme assets.

As such, Lucida is repeating its 60 second pulse survey, to see the impact the past month has had on defined benefit pension schemes.

  1. When considering the future of your scheme what concerns do you have?

    1. Administrative challenges
    2. Increasing longevity risks
    3. Investment performance struggling to match the schemes liabilities
    4. The sponsoring company's commercial future
    5. All is fine – no major concerns

  2. What do you require to manage your scheme more effectively?

    1. Additional funding
    2. Better systems and technology
    3. Additional skills and expertise
    4. Greater transparency around costs
    5. Improved data quality
    6. Improved governance and planning
    7. No additional requirements

  3. What do you think about your pension scheme's longevity assumptions?

  4. What is your view on using a risk free discount rate to measure pension liabilities in company accounts?

  5. How comfortable are you with your company’s employer covenant?

  6. Have you considered in the past 12 months or are you considering any of the following? (Select all that apply)

  7. If you were to investigate the merits of an insured solution for your scheme, what would be the most important factors?

    1. The price
    2. Innovation
    3. The financial strength of the insurer involved
    4. The experience and proven track record of the insurer’s team
    5. Established brand
    6. The quality of administration

WIN AN
iPod SHUFFLE!

All eligible participants will be put into a prize draw to be one of three lucky winners of an iPod shuffle.

Good luck and thank you for taking the time to complete this survey.