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Release: MQ5: Investment by Insurance Companies, Pension Funds and Trusts, Q3 2012

Released: 20 December 2012 Next edition: 22 March 2013

Contact

David Matthews

Business Outputs and Developments

Financial.Inquiries@ons.gsi.gov.uk

Telephone: +44 (0)1633 456756

Categories: Economy, National Accounts, UK Sector Accounts, Pension funding

Frequency of release: Quarterly

Language: English

Geographical coverage: UK

Geographical breakdown: UK

Survey name(s): Quarterly Survey of Insurance Companies: Long-term Business Income and Expenditure, Quarterly Survey of Insurance Companies: Long-term Business Transactions and Balances, Quarterly Survey of Insurance Companies: General Business Income and Expenditure, Quarterly Survey of Insurance Companies: General Business Transactions and Balances, Quarterly Survey of Pension Funds: Income and Expenditure, Quarterly Survey of Pension Funds: Transactions and Balances, Investment Trusts Quarterly Return of Transactions, Unit Trusts Quarterly Return of Transactions, Property Unit Trusts Quarterly Return of Transactions, Annual Survey of Insurance Companies: Long Term Business Balance Sheet, Annual Survey of Insurance Companies: Long Term Business Income and Expenditure, Annual Survey of Insurance Companies: General Business Balance Sheet, Annual Survey of Insurance Companies: General Business Income and Expenditure, Annual Survey into Pension Funds: Balance Sheet, Investment Trusts Annual Return of Liabilities and Assets and Overseas Income and Interest Paid, Unit Trusts Annual Return of Liabilities and Assets, Property Unit Trusts Annual Return of Liabilities and Assets

  • Total net investment is estimated to have been £20 billion in the third quarter of 2012, approximately £11 billion higher than the estimate for the second quarter of 2012.

  • The level of net investment by unit trusts and property unit trusts for Q3 2012, at £16 billion, is the highest recorded estimate since quarterly records began in 1987.

  • This release reports on these institutions’ balance sheets at the end of 2011. Total assets were valued at £3,010 billion compared with £2,895 billion at the end of 2010.

This release contains quarterly net investment data arising from financial transactions (investments) made by insurance companies, self-administered pension funds, investment trusts, unit trusts and property unit trusts. Also included are quarterly balance sheet data for short-term assets and liabilities, along with quarterly income and expenditure data for insurance companies and self-administered pension funds. All data are reported on a current price basis.

In addition, every third quarter release contains annual balance sheet data for all the institutional groups; providing information on the market value of assets and liabilities. Annual income and expenditure data for insurance companies are also reported at this time.

Published alongside this release is an information note: Revisions to MQ5: Investment by Insurance Companies, Pension Funds and Trusts, December 2012 (367 Kb Pdf) . This note outlines two methodological changes which have caused revisions to be made to series contained within this release. Users, in particular regular users, of these data are advised to read this information note prior to reading the release.

We are aware that a number of users make use of these data for modelling or forecasting purposes. In doing so, careful attention should be paid to the revisions policy (50.7 Kb Pdf) for this release.

A glossary (112.9 Kb Pdf) is available to assist users with their understanding of the terms used in this release.

These National Statistics are produced to high professional standards and released according to the arrangements approved by the UK Statistics Authority.

Content from the Office for National Statistics.
© Crown Copyright applies unless otherwise stated.