Source: FTSE Russell
Evaluating DC pension scheme performance should be done on a cohort-by-cohort basis.
The standard FTSE UK DC Benchmark Indices provide a helpful reference index for a simple equity/bond allocation.
But DC schemes could consider creating an independently calculated custom benchmark to match their "glidepath".
FTSE UK DC Benchmark Index Performance 1q18 performance:
+0.1% 2015 Retirees, -1.5% 2025 Retirees, -3.8% 2035 Retirees, -4.4% 2045 Retirees.
Annualised 3 year performance to end March 2018:
+7.7% 2015 Retirees, +8.8% 2025 Retirees, +10.6% 2035 Retirees, +10.9% 2045 Retirees
Learn about FTSE UK DC Indices
Visit 1UKDC025 Index <Go> on the Bloomberg Terminal