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Release: MQ5: Investment by Insurance Companies, Pension Funds and Trusts, Q3 2011

Released: 21 December 2011 Next edition: 23 March 2012

Contact

Stephen Curtis

Financial Inquiries

financial.inquiries@ons.gsi.gov.uk

Telephone: +44 (0)1633 456626

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 £16 billion in the third quarter of 2011, a similar level to the two preceding quarters.

  • This release reports, for the first time, on these institutions' balance sheets at the end of 2010. Total assets were valued at £3,043 billion compared with £2,768 billion at the end of 2009.

  • Since the holdings at market values series began in 1964, this is the first time the value of overseas ordinary shares held by these institutions exceeded the value of UK ordinary shares.

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. Quarterly balance sheet data for short-term assets and liabilities are also reported. Income and expenditure data are provided for insurance companies (quarterly and annual) and self-administered pension funds (quarterly).

In addition, every third quarter release contains annual balance sheet data for all sectors, providing information on the market value of assets and liabilities.

Content from the Office for National Statistics.
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