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One in six (16.5%) employees will opt out when they are auto enrolled into a workplace pension scheme. More than double (48.4%) are unsure - and a third (35%) will not practice the option to take themselves out of the pension set up.

Older workers are the most likely to opt out after being automatically enrolled into a workplace pension scheme.　Inertia is more likely to keep part time workers in the scheme. 　And although some workers may be uncertain of whether or not they will opt out, they are likely however to be certain that they want to be able to choose the pension structure.

Over three quarters (78.7%) of those who initially opt out will opt out again three years later when they are automatically re-enrolled.

And although similar proportions of women and men claim they will opt out if automatically enrolled into a workplace pension scheme, a greater number of men will opt out again when they are enrolled back into the scheme three years later.


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Research

Auto Enrolment Report

October 2012

After years of anticipation and debate, auto enrolment has finally begun. To mark such an auspicious occasion, CoreData Research has conducted an analysis of these wide sweeping pension changes, primarily from the perspective of those employees who will be affected; to build a granular understanding of eligible employee behaviour and their reactions in the face of this new reality. read more

UK Wealth Report 2012

September 2012

This report explores wealth in the UK. Primarily, how individuals view wealth and the relative and absolute attitudes of the British public therein. The behavioural aspect of the study is supported by a range of macro data to reveal both the absolute and relative position of UK investors. read more

Execution-Only Platform Study 2012

August 2012

This report assesses the present and future incidence of execution-only platform adoption within the UK's financial advisory industry. Critically looking at the purposes behind advisers who are/plan to use them and the charging structures being used/intended. read more

Pensions & Retirement 2012

July 2012

This study seeks to explore the current appetite to save for retirement, whether this has changed, how comfortable savers feel accumulating funds in specific types of vehicles as well as the typical behaviour around retirement planning. read more

I-Sight Investor Attitudinal Barometer 2nd Half 2012

July 2012

The purpose behind i-Sight is to create an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. It’s aim to become leading information service that provides insight to assist businesses in assessing and predicting likely investor behaviour over a given period. read more

Investment Platform Study 2012

June 2012

This study is an annual syndicated study aimed at delivering administration providers key insights into the shifting demands of independent financial advisers (IFAs) and comprises an array of empirical data that identifies developing trends in the market. read more

Savings Inhibition 2012

May 2012

Coredata Research has identified eight key determinants influencing the level of savings people have, some of these may have more bearing on certain individuals while others may play no role at all in decision making. This study will deconstruct each of these eight influences on saving and reveal how they impact consumer attitudes and affect long term savings levels. read more

Workplace Savings & Corporate Platforms

May 2012

This report details consumer appetite towards saving through the workplace and their inclination for making use of a corporate platform, when one is made available to them. The aim of the study is to better understand what role the workplace has in shaping and facilitating attitudes towards saving and investing across different industries. read more

Asset Manager Efficiency

April 2012

In this study, CoreData Research utilises a measure of managerial efficiency, known as cost efficiency or X-efficiency, to explore the relative efficiency of Britain’s asset management industry, both in terms of its evolution over time and with respect to their competitors. Best practices in the industry and the key drivers underpinning cost-efficiency (or inefficiency) are also identified in this report. read more

Adviser Behaviour and Segmentation

March 2012

With the obligations of the Retail Distribution Review (RDR) almost upon us, after many years in the pipeline, never before have UK financial advisor attitudes been of so much interest. This report takes an in depth look at British intermediaries and maps out their immediate and medium-term intentions in the post reform landscape. read more

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