Appendix 5.2: Registered Superannuation Schemes in Force on Scheme Balance Dates in 2004: Analysis by Nature of Scheme
Private Schemes (Schemes Set up by Individuals for themselves and their Immediate Families)
|
In force on scheme balance dates in the 12 months: |
Included in (b): |
to 31 Dec 1990
(a) |
to 31 Dec 2004
(b) |
Prior period reports
(c) |
Terminating Schemes
(d) |
| Number of schemes |
508 |
42 |
2 |
3 |
| Membership: |
|
|
|
|
| Actives |
540 |
54 |
1 |
1 |
| Deferreds |
10 |
0 |
0 |
0 |
| Pensioners |
0 |
0 |
0 |
0 |
| Total members |
550 |
54 |
1 |
1 |
| Accounts Summary ($millions): |
|
|
|
|
| Opening balance |
76.5 |
27.9 |
0.6 |
0.4 |
| Contributions |
8.9 |
0.4 |
0.0 |
0.1 |
| Net Investment Income |
3.5 |
2.5 |
0.0 |
0.0 |
| Benefit Payments |
30.9 |
0.6 |
0.0 |
0.3 |
| Closing balance |
58.0 |
30.2 |
0.6 |
0.2 |
Retail Schemes (schemes where membership is made available to the general public)
|
In force on scheme balance dates in the 12 months: |
Included in (b): |
to 31 Dec 1990
(a) |
To 31 Dec 2004
(b) |
Prior period reports
(c) |
Terminating Schemes
(d) |
| Number of schemes |
113 |
120 |
4 |
1 |
| Membership: |
|
|
|
|
| Actives |
234,590 |
361,694 |
533 |
0 |
| Deferreds |
369 |
0 |
0 |
0 |
| Pensioners |
1,103 |
2,335 |
0 |
0 |
| Total members |
236,062 |
364,029 |
533 |
0 |
| Accounts Summary ($millions): |
|
|
|
|
| Opening balance |
1,343.1 |
6,381.3 |
6.1 |
0.0 |
| Contributions |
252.9 |
747.2 |
0.2 |
0.0 |
| Net Investment Income |
24.5 |
522.9 |
0.1 |
0.0 |
| Benefit Payments |
154.7 |
993.9 |
0.4 |
0.0 |
| Closing balance |
1,465.7 |
6,657.5 |
6.0 |
0.0 |
Notes:
1. The data in column (b) includes data for schemes which are presumed current but which have not forwarded their annual reports for the balance date in the 12 months to 31/12/04; refer column (c).
2. The data in column (b) includes the latest data for schemes which we have been informed will terminate after the balance date in the 12 months to 31/12/04; refer column (d), which may include some cases in column (c).
3. "Net Investment Income" consists of investment income and realised and unrealised capital gains as recorded in the Statement of Financial Performance, less expenses (including the cost of insurance if any) and taxation.
4. "Benefit Payments" consists of amounts paid by way of pensions, lump sums on retirement, death, disablement, redundancy and withdrawal, and transfers to other schemes less transfers, received from other schemes.
5. Some totals may not add exactly, due to rounding.
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