PPI

What PPI does

PPI (Pensions Policy Institute) is the UK's leading independent authority on pensions and retirement policy, operating as a registered charity (number 1087856) founded in 2001 and headquartered in London. The organization conducts rigorous, evidence-based research to shape UK pensions policy and improve retirement outcomes, serving four primary stakeholder groups: UK Government and Westminster, the Pensions Industry and Employers, Pension Scheme Providers, and Consumer Groups. It is governed by a Board of Trustees and led by Director Chris Curry, with a small team of 11-50 employees including Head of Policy Research Dr Priya Khambhaita and Senior Policy Analyst John Adams.

PPI's core offerings are research reports, briefing notes, and specialized research initiatives rather than software products. Key product lines include the UK Pensions Framework (a multi-year research project launched in 2021, sponsored by Aviva, tracking 41 indicators across adequacy, sustainability, and fairness), The DC Future Book (an annual publication since 2015, partnered with Columbia Threadneedle Investments), the Underpensioned Series (sponsored by now:pensions since 2020), Knowledge Sharing Seminars (£300 for supporters, £600 for non-supporters), and events/webinars. The organization also maintains informational resources such as the Lost Pensions guide and educational primers. PPI does not offer APIs, mobile apps, or technical integrations; its technical footprint consists of its website and online research library.

PPI operates a membership-based funding model. The organization is supported by diverse funding sources including Flagship sponsorships (Aviva, Columbia Threadneedle, now:pensions), Supporting members, Platinum Supporters (Just), event attendance fees, and donations. Most core research is available for free, reflecting the charity's mission. The organization is not a target for traditional PE/VC investment given its non-profit charity structure; its strategic posture is defined by thought leadership, policy influence, and sponsor relationships rather than commercial growth.

Name

PPI

Legal name

Pensions Policy Institute

Website

https://pensionspolicyinstitute.org.uk

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Pensions Policy Institute (PPI) is a UK registered charity (founded 2001) that conducts independent, evidence-based research on pensions and retirement policy. It serves government, regulators, pension providers, and consumer groups through published research reports, knowledge-sharing seminars, and policy analysis.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership and Support: PPI operates as a registered charity funded by diverse supporters and sponsors. Organizations pay to become Supporting Members to access research, events, and influence policy discussions. Additional revenue comes from specific research sponsorships and event attendance fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

PPI is the UK's leading independent pensions and retirement policy research organization, conducting rigorous, impartial, evidence-based research that shapes pensions policy and improves retirement outcomes. The organization publishes a research library of policy reports, briefing notes and submissions, runs expert-led Knowledge Sharing Seminars, and operates specialized multi-year research initiatives including the UK Pensions Framework, the DC Future Book, and the Underpensioned Series. PPI operates as a registered charity funded by diverse supporters, sponsorships, and donations.

Product overview

PPI (Pensions Policy Institute) is the UK's leading independent authority on pensions and retirement policy research. It operates as a single integrated research and knowledge-sharing offering rather than a software platform. The core products include a Research Library of policy reports, Knowledge Sharing Seminars for education, and specialized research initiatives including the UK Pensions Framework (tracking system performance), The DC Future Book (DC pension data), and the Underpensioned Series (inequality research). These are complemented by events, webinars, and informational resources on lost pensions. PPI does not offer a software product, API, or technical integrations.

Differentiator

Problem solved

Functional benefit

Brands

• UK Pensions Framework: A multi-year research project launched in 2021, sponsored by Aviva, that tracks and simulates how the UK pension system is performing against core objectives of adequacy, sustainability, and fairness.
• DC Future Book
• Underpensioned Series

Products and services

• Research Library / Research Reports Comprehensive research reports, briefing notes, and submissions on UK pensions and retirement policy topics, including work on DB surplus release, megafunds, guided retirement solutions, and under-pensioned groups. Audience: government policymakers, pensions industry, scheme providers, and consumer groups.
• Knowledge Sharing Seminars (KSS)

Quantifiable outcome

• Around 330,000 pensioner households have their Housing Benefit reduced or removed due to private pension income, with average weekly reduction of £53.80
• +1 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered flagship.

• AvivaflagshipStrategic or Co-development Partner · 1 January 2021Flagship sponsor of the UK Pensions Framework, a multi-year research project launched in 2021 to track and simulate UK pension system performance against core objectives of adequacy, sustainability, and fairness.
• now:pensionsflagshipStrategic or Co-development Partner · 1 January 2020Long-term sponsor of the Underpensioned Index series since 2020, supporting regular research on pension adequacy for under-pensioned groups including women, disabled people, ethnic minorities, and non-standard workers.
• Columbia Threadneedle InvestmentsflagshipStrategic or Co-development Partner · 1 January 2015Strategic partner for The DC Future Book, an award-winning annual publication tracking DC landscape data since 2015. Also associated with the DC Asset Allocation Survey.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Pensions and Lifetime Savings Association (PLSA): UK membership organization for workplace pensions that conducts industry research, publishes retirement income standards, and engages government on pension policy. Most directly comparable to PPI in mission, audience, and policy-influence function.
• International Longevity Centre UK (ILC UK): UK think tank producing research on ageing, pensions, and retirement policy. Highly comparable in research-publication model, charity status, and target audience of policymakers and industry.
• Centre for Ageing Better: UK charity funded by a broad coalition that commissions and publishes independent research on ageing and later-life economic security, including pension adequacy. Comparable in research-driven charity model and policy influence focus.

Others

• The Pensions Regulator (TPR): UK statutory regulator of workplace pensions that also publishes research and analysis on scheme governance and member outcomes. Functionally adjacent rather than a peer — acts as a regulator and policy counterpart to PPI's research rather than a competing think tank.

Emerging players

• Centre for Policy Studies: UK centre-right think tank producing research on economic and public policy including pensions. Comparable as a small, research-driven UK think tank engaging Westminster with policy recommendations.
• NEST Insight: Research arm of NEST (National Employment Savings Trust) publishing analysis on workplace pension participation, member behavior, and DC outcomes. Partially overlapping subject matter (DC pensions) with PPI's DC Future Book.

Broad incumbents

• Resolution Foundation: UK think tank focused on living standards and intergenerational economic issues including pensions adequacy. Comparable as an evidence-led, government-engaging research charity with overlapping sponsor and policymaker audiences.
• Association of British Insurers (ABI): UK insurance industry trade body that produces policy research and engages government on pensions and retirement policy. Comparable audience and policy-influence function but represents insurer members rather than operating as an independent think tank.
• Joseph Rowntree Foundation: UK poverty-focused research charity publishing analysis on incomes, retirement, and social security. Comparable charity structure, research-driven model, and overlap on pension adequacy and under-pensioned groups.
• Institute for Fiscal Studies (IFS): Leading UK independent economic research institute producing influential analysis on tax, pensions, and public finance. Broader scope than PPI but overlapping audience of government and media on pension policy issues.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/PPI_Research
• Facebookfacebook.com/sharer/sharer.php?u=https://www.pensionspolicyinstitute.org.uk
• LinkedInlinkedin.com/company/11058351/admin/feed/posts

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PPI