Highlights
Net investment by UK financial institutions
£ -3,378 million
2018 Q2
- Release date:
- 20 September 2018
- Next release:
- 13 December 2018
MQ5: Investment by insurance companies, pension funds and trusts: April to June 2018
What's in the bulletin?
- 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.
Time series related to Investments, pensions and trusts
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£ -3,378 million 2018 Q2
- Release date:
- 20 September 2018
- Next release:
- 13 December 2018
-
£ 400 million 2018 Q2
- Release date:
- 20 September 2018
- Next release:
- 13 December 2018
-
£ -10,025 million 2018 Q2
- Release date:
- 20 September 2018
- Next release:
- 13 December 2018
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£ -14,575 million 2018 Q2
- Release date:
- 20 September 2018
- Next release:
- 13 December 2018
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: April to June 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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