Net disinvestment of £3 billion was reported by insurance companies, pension funds and trusts in Quarter 2 (Apr to June) 2018; in terms of context, the five-year quarterly average for this series is net investment of £7 billion.
In Quarter 2 2018, insurance companies, pension funds and trusts reported net disinvestment in overseas ordinary shares (£15 billion) and UK ordinary shares (£10 billion); this was offset in part by net investment of £7 billion in other overseas corporate securities (mainly corporate bonds), £6 billion in other UK corporate securities and £4 billion in overseas government securities.
In Quarter 2 2018, the net investment by unit trusts and property unit trusts in other overseas corporate securities (mainly corporate bonds) of £7 billion was the largest since the start of this series in 1986.
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.
Using information from the national accounts, this article addresses 2 questions of interest for the UK economy: how much money is there in funded pensions and insurance and how has this picture changed over time?
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.