Skip to content

Quarterly Survey of Pension Funds

Survey at a glance 

Purpose

The Survey of Pension Funds is covered by two quarterly and one annual survey. The data are supplied to National Accounts customers for use in the Financial and Sector Accounts and the compilation of Gross Domestic Product (GDP) estimates within the UK National Accounts and the UK Balance of Payments. There are numerous other users within and outside government who use the data to produce various financial analyses and to inform policy decisions.

Results appear in the Blue Book, Pink Book and Investment by Insurance Companies, Pension Funds and Trusts (MQ5) Statistical Bulletin.

Quarterly Survey of Pension Funds: Transactions and Balances

The Quarterly Survey of Pension Funds: Transactions and Balances collects information about the investment in, and holdings of, various financial products such as shares.

  • Selection Criteria - UK trading businesses registered for VAT and/or PAYE

  • Population - Approximately 350

  • Sample - Approximately 350

  • Frequency - Quarterly

  • Dispatch Date -
    Quarter 1 – Between 20 and 22 March.
    Quarter 2 – Between 19 and 21 June.
    Quarter 3 – Between 18 and 20 September.
    Quarter 4 – Between 17 and 19 December.

  • Return by Date -
    Quarter 1 – 19 April.
    Quarter 2 – 19 July.
    Quarter 3 – 18 October.
    Quarter 4 – 18 January.
    Please Note - Dispatch and Return by dates are a guide. They are subject to change due to national holidays and weekends.

Where are the data published? 

The Investment by Insurance Companies, Pension Funds and Trusts (MQ5) Statistical Bulletin.  

Quarterly Survey of Pension Funds: Income and Expenditure

  • Selection Criteria -  UK trading businesses registered for VAT and/or PAYE

  • Population -  Approximately 350

  • Sample -  Approximately 350

  • Frequency -  Quarterly

  • Dispatch Date -
    Quarter 1 – Between 20 and 22 March.
    Quarter 2 – Between 19 and 21 June.
    Quarter 3 – Between 18 and 20 September.
    Quarter 4 – Between 17 and 19 December.

  • Return by Date
    Quarter 1 – 19 April.
    Quarter 2 – 19 July.
    Quarter 3 – 18 October.
    Quarter 4 – 18 January.

Where the data are published

The Investment by Insurance Companies, Pension Funds and Trusts (MQ5) Statistical Bulletin.  
Content from the Office for National Statistics.
© Crown Copyright applies unless otherwise stated.