Investment by Insurance Companies, Pension Funds and Trusts in the UK
Contents
Details
Details
Summary
Investment choices of financial institutions based on transactions including balance sheet data for short-term assets, liabilities, income and expenditure data.
Description
This publication considers the investment choices of insurance companies, self-administered pension funds, investment trusts, unit trusts and property unit trusts. Before viewing the publication, it is recommended that readers familiarise themselves with the institutional groups covered within. These institutions control £4 trillion of assets and engage in considerable volumes of investment activity to fund their operations. An understanding of their investments and assets is important to monitor the stability of the financial sector and is used in the compilation of the UK National Accounts The release includes quarterly net investment data arising from financial transactions (investments) made by these institutions. Also included are quarterly balance sheet data for short-term assets and liabilities, plus quarterly income and expenditure data for insurance companies and self-administered pension funds. All data are reported at current prices with the effects of price changes included.
About this data
- Data creator
- Office for National Statistics
- Temporal coverage
- 01 January 1997 to 31 December 2023
- Frequency
- Quarterly
- Dataset theme
- Business and economy
- Restrictions for access
- Access for all accredited researchers
- Project approval
- Projects must be accredited
- Search keywords
- Economy Finance Investment
Metadata
Metadata
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Dataset themeMain category for the topic of the resource
- Business and economy
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Dataset resource typeThe type of the dataset resource
- Survey
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Geographic coverageThe geographic area covered by the dataset
- United Kingdom
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Temporal coverageThe timeframes covered by these data
- 01 January 1997 to 31 December 2023
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FrequencyThe frequency at which the dataset resource is published or updated
- Quarterly
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Geographic levelThe lowest level of geography covered by the dataset
- Country
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Data creatorThe name of the organisation that produced or published this resource
- Office for National Statistics
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Data contributorsThe name(s) of any organisation(s), other than the data supplier or provider, that have data which are included in this dataset resource
-
Licensing statusThe license used for making this resource available and defining how it can be used
- Restricted
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Disclosure controlThe standard or bespoke disclosure control rules that apply to this dataset
- Bespoke disclosure rules apply
-
Restrictions for accessRestrictions for users and researchers accessing data in Google Cloud Platform
- Access for all accredited researchers
-
Research outputsThe approval route researchers must take for their outputs to be published
- No requirements
-
Project approvalThe project approvals needed for this resource
- Projects must be accredited
-
Research disclaimerThe disclaimer required to be published with the outputs for this dataset
- No requirements
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AcronymAny other names or acronyms used to refer to the data
- MQ5
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ProvenanceDetails of how this dataset resource came to be generated
- SRS