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Quarterly Survey of Pension Funds

Purpose

The Quarterly Survey of Pension Funds is made up of 2 surveys:

  • Quarterly Survey of Pension Funds: Transactions and Balances

  • Quarterly Survey of Pension Funds: Income and Expenditure

The purpose of these surveys is to collect income and expenditure, and to establish liabilities of, and transactions by, pension funds whose investment policy is managed from within the UK.

Data from these surveys will help to produce a record of the UK Balance of Payments and the measurement of UK GDP.

Sample

Quarterly Survey of Pension Funds: Transactions and Balances

Selection Criteria: UK based self-administered pension funds (excluding those that are fully insured)

Population: approximately 1400

Sample size: approximately 360

Frequency: quarterly

Dispatch Date:

• quarter 1: 20 March
• quarter 2: 25 June
• quarter 3: 22 September
• quarter 4: 18 December

Return by Date:

• quarter 1: 16 April
• quarter 2: 17 July
• quarter 3: 16 October
• quarter 4: 15 January

Please note that the dispatch and return-by dates are a guide, they are subject to change due to national holidays and weekends.

Quarterly Survey of Pension Funds: Income and Expenditure

Selection Criteria: UK based self-administered pension funds (excluding those that are fully insured)

Population: approximately 1400

Sample: approximately 360

Frequency: quarterly

Dispatch Date:
• quarter 1: 20 March
• quarter 2: 25 June
• quarter 3: 22 September
• quarter 4: 18 December

Return by Date  
• quarter 1: 16 April
• quarter 2: 17 July
• quarter 3: 16 October
• quarter 4: 15 January

Please note that the dispatch and return-by dates are a guide, they are subject to change due to national holidays and weekends.

Where the data are published?

MQ5: Investment by Insurance Companies, Pension Funds and Trusts

Content from the Office for National Statistics.
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