Highlights
Net investment by UK financial institutions
£ -11,654 million
2018 Q3
- Release date:
- 13 December 2018
- Next release:
- 21 March 2019
MQ5: Investment by insurance companies, pension funds and trusts: July to September 2018
What's in the bulletin?
- Net disinvestment of £12 billion was reported by insurance companies, pension funds and trusts in Quarter 3 (July to September) of 2018.
- This was the first time since comparable records began in 1987 that three consecutive quarters of net disinvestment have been reported by these institutions; to put this into context, the five-year quarterly average for this series is net investment of £2 billion.
- In Quarter 3 2018, the overall net disinvestment of £12 billion by these institutions was caused mainly by net disinvestment in short-term assets (£15 billion), UK corporate securities (£8 billion) and overseas securities (£3 billion); this was offset in part by net investment of £7 billion in UK government securities and £6 billion in other assets (mainly mutual funds).
Time series related to Investments, pensions and trusts
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£ -11,654 million 2018 Q3
- Release date:
- 13 December 2018
- Next release:
- 21 March 2019
-
£ 6,909 million 2018 Q3
- Release date:
- 13 December 2018
- Next release:
- 21 March 2019
-
£ -9,995 million 2018 Q3
- Release date:
- 13 December 2018
- Next release:
- 21 March 2019
-
£ -10,206 million 2018 Q3
- Release date:
- 13 December 2018
- Next release:
- 21 March 2019
Datasets related to Investments, pensions and trusts
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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).
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Ownership of UK shares
Additional reference tables for ownership of quoted UK shares.
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Share Ownership time series dataset
Time series data - share register survey report.
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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).
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Investment by insurance companies, pension funds and trusts (MQ5) - revisions triangle
A revisions triangle of estimates from 1996 to date and the calculations behind the averages.
Publications related to Investments, pensions and trusts
Statistical bulletins
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MQ5: Investment by insurance companies, pension funds and trusts: July to September 2018
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.
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Ownership of UK quoted shares: 2016
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.
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Occupational Pensions Schemes Survey, UK: 2017
Occupational pension provision in the UK, providing summary data on membership of schemes and contributions paid.
Articles
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Money in funded pensions and insurance in the UK National Accounts
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?
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Pension Trends
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.
Methodology related to Investments, pensions and trusts
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