Summary information

Study title

MQ5: Investment by Insurance Companies, Pension Funds and Trusts, 1997-2023: Secure Access

Creator

Office for National Statistics

Study number / PID

7155 (UKDA)

10.5255/UKDA-SN-7155-13 (DOI)

Data access

Restricted

Series

Not available

Abstract

Abstract copyright UK Data Service and data collection copyright owner.The MQ5 survey includes quarterly net investment data arising from financial transactions (investments) made by insurance companies, self-administered pension funds, investment trusts, unit trusts and property unit trusts. Annual balance sheet data for short-term assets and liabilities are also reported. Income and expenditure data for insurance companies and self-administered pension funds are reported quarterly. Linking to other business studies These data contain Inter-Departmental Business Register (IDBR) reference numbers. These are anonymous but unique reference numbers assigned to business organisations. Their inclusion allows researchers to combine different business survey sources together. Researchers may consider applying for other business data to assist their research (in particular, users interested in geographical variables for MQ5 may also consider applying for the Business Structure Database (SN 6697) and obtain them via linking). Latest edition informationFor the 13th edition (May 2024), fourteen new data files for Quarter 3 and 4, 2023 have been added to sections 101, 102, 103, 104, 118, 120 and 123. All data files for Quarter 1 and 2, 2023 have also been replaced.Main Topics:The MQ5 survey data include:long-term insurance business quarterly transactionsgeneral insurance business quarterly transactions and balanceslong-term insurance business quarterly income and expendituregeneral insurance business quarterly income and expenditurelong-term insurance business annual balance sheetsgeneral insurance business annual balance sheetslong-term insurance annual income and expendituregeneral insurance business annual income and expenditurepension funds quarterly transactions and balancespension funds quarterly income and expenditurepension funds annual balance sheetsunit trusts annual balance sheetsunit trusts quarterly transactionsinvestment trusts annual balance sheetsinvestment...
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Methodology

Data collection period

Not available

Country

United Kingdom

Time dimension

Repeated cross-sectional study
Time Series

Analysis unit

Institutions/organisations
National

Universe

Insurance Companies, Pension Funds and Trusts in the UK, as registered with the Financial Services Authority (FSA), Pension Funds Online and the Association of Investment Companies (AIC), respectively

Sampling procedure

One-stage stratified or systematic random sample

Kind of data

Numeric

Data collection mode

Postal survey

Access

Publisher

UK Data Service

Publication year

2013

Terms of data access

The Data Collection is available to users registered with the UK Data Service.

Commercial use is not permitted.

Use of the data requires approval from the data owner or their nominee. Registered users must apply for access via a DEA Research Project Application.

Registered users must complete the Safe Researcher Training course and gain DEA Accredited Researcher Status.

Registered users must be based in the UK when accessing data.

The Data Collection must be accessed via a secure connection method in a safe environment approved by the UK Data Service.

Related publications

Not available