Release: MQ5: Investment by Insurance Companies - Pension Funds and Trusts, Q1 2012
Contact
David Matthews
Financial Inquiries
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
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Total net investment is estimated to have been £34 billion in the first quarter of 2012, approximately £25 billion higher than the estimate for the fourth quarter of 2011.
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At Q1 2012, net investment in short-term assets (those maturing within one year) was estimated to be £24 billion. This is the highest level since records began in 1983 and may be evidence of how institutions are restructuring their investment portfolios.
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Self-administered pension funds are estimated to have shown net investment of £20 billion at Q1 2012. This is the highest level recorded since quarterly records began in 1983.
In this release
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 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.
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 (211.8 Kb Pdf) is available to assist users with their understanding of the terms used in this release.
Other useful information
These National Statistics are produced to high professional standards and released according to the arrangements approved by the UK Statistics Authority.
© Crown Copyright applies unless otherwise stated.
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