Investments, pensions and trusts

Net flows of investment into the UK, the number of people who hold pensions of different types, and investments made by various types of trusts.

Highlights

£ 11,619 million

2017 Q1

Net investment of £12 billion was reported by insurance companies, pension funds and trusts in Quarter 1 (Jan to Mar) 2017; this follows two consecutive quarters of net disinvestment, the 5-year quarterly average for this series is net investment of £6 billion.
Quarter 1 2017 saw the largest net investment (£20 billion) in short-term assets since this series began in 1983; this was mainly caused by net investment by unit trusts and property unit trusts (£7 billion) and long-term insurance companies (£7 billion).
In Quarter 1 2017, the net disinvestment (£16 billion) in UK corporate securities was the largest since this series began in 1987; this was predominantly due to net disinvestment in UK ordinary shares (£15 billion).

Investment by insurance companies, pension funds and trusts (MQ5)

Quarterly net investment, income and expenditure by insurance companies, self-administered pension funds, investment, unit and property unit trusts.
Investment by Insurance Companies, Pension Funds and Trusts time series dataset

Quarterly net investment, balance sheet and income and expenditure data. All data are reported on a current price basis (effects of price changes included).
Share Ownership time series dataset

Time series data - share register survey report.
Ownership of UK shares

Additional reference tables for ownership of quoted UK shares.
Ownership of UK Quoted Shares With Pooled and Excluded Shares Allocated Across Other Sectors

Summary tables for ownership of UK quoted shares with pooled and excluded shares allocated across other sectors

MQ5: Investment by insurance companies, pension funds and trusts: Jan to Mar 2017

Investment choices of financial institutions based on financial transactions (investments and disinvestments), including balance sheet data for short-term assets and liabilities, and income and expenditure data.
Ownership of UK Quoted Shares: 2014

The value of ordinary shares held in UK incorporated companies listed on the London Stock Exchange by sector of the owner, with a country breakdown for shares owned outside the UK.
Occupational Pension Schemes Survey, UK: 2015

The nature of occupational pension provision in the UK providing summary data on membership of schemes and contributions paid.

Pension Trends: Compendium

Contributions to private (non-state) pensions. Private pensions considered are: occupational schemes for private sector and public sector employees; and personal pensions, including group personal and stakeholder pensions.