Spotlight
Net investment by UK financial institutions
£ -34,169 million
2018 Q4
- Release date:
- 21 March 2019
- Next release:
- This release is being discontinued
Funded occupational pension schemes in the UK: April 2021 to June 2021
What's in the bulletin?
- Market value of pension funds reached £2.5 trillion at the end of June 2021, while gross assets excluding derivatives was £2.7 trillion.
- At the end of June 2021, 71% of private sector schemes' direct investments were in long-term debt securities, while 41% of public sector schemes' direct investments were in equities'; this difference in asset allocation reflects the differences in age profiles, risk, and regulatory environments.
- Contributions in private sector employee and employer-defined contribution (DC) schemes grew by 19% and 18% respectively between Quarter 2 (Apr to June) 2020 and Quarter 2 2021; these movements are subject to a base effect from the impact of the coronavirus (COVID-19) pandemic.
Ownership of UK quoted shares
The value of ordinary shares held in UK incorporated companies listed on the London Stock Exchange by sector of the owner, with a geographical breakdown for shares owned outside the UK.
Time series related to Investments, pensions and trusts
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£ -34,169 million 2018 Q4
- Release date:
- 21 March 2019
- Next release:
- This release is being discontinued
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£ -366 million 2018 Q4
- Release date:
- 21 March 2019
- Next release:
- This release is being discontinued
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£ 2,414 million 2018 Q4
- Release date:
- 21 March 2019
- Next release:
- This release is being discontinued
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£ -33,134 million 2018 Q4
- Release date:
- 21 March 2019
- Next release:
- This release is being discontinued
Datasets related to Investments, pensions and trusts
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Funded occupational pension schemes in the UK
Provisional data on membership, contributions, benefits and balances of funded occupational pension schemes in the UK. Data are quarterly from the Financial Survey of Pension Schemes (FSPS).
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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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Funded occupational pension schemes in the UK: April 2021 to June 2021
Quarterly estimates of membership, income and expenditure, transactions, assets and liabilities of UK-funded occupational pension schemes from the Financial Survey of Pension Schemes (FSPS). Forms part of the UK National Accounts and Balance of Payments.
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MQ5: Investment by insurance companies, pension funds and trusts: October to December 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: 2018
The value of ordinary shares held in UK incorporated companies listed on the London Stock Exchange by sector of the owner, with a geographical breakdown for shares owned outside the UK.
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Occupational Pension Schemes Survey, UK: 2018
The nature of occupational pension provision in the UK providing summary data from the Occupational Pension Schemes Survey on membership of schemes and contributions paid.
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Funded occupational pension schemes in the UK: April 2021 to June 2021
Quarterly estimates of membership, income and expenditure, transactions, assets and liabilities of UK-funded occupational pension schemes from the Financial Survey of Pension Schemes (FSPS). Forms part of the UK National Accounts and Balance of Payments.
Articles
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UK pension surveys
Results from the new Financial Survey of Pension Schemes, which collects data from occupational pension schemes in the UK from April 2019. Results include employer and employee contributions, benefits, transfers, assets and liabilities.
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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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