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Release: MQ5: Investment by Insurance Companies, Pension Funds and Trusts, Q4 2011

Released: 23 March 2012 Next edition: 27 June 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

  • Total net investment is estimated to have been £20 billion in the fourth quarter of 2011, nearly £7 billion higher than the third quarter figure, but a similar level to the first two quarters of 2011.

  • In 2011 as a whole, total net investment is estimated to have been £72 billion. This is very similar to the 2010 level.

  • There was net disinvestment by long-term insurance companies in 2011. Provisionally, this will be the first year this has occurred in a series going back to 1963.

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 for insurance companies and self-administered pension funds are also reported quarterly. All data are reported on a current price basis.

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

Content from the Office for National Statistics.
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