Data on membership, contributions, benefits, assets (including overseas) and liabilities of funded occupational pension schemes in the UK. Data are quarterly from the Financial Survey of Pension Schemes (FSPS).

Pension fund management benchmarked performance figures.

Pension fund assets to GDP (%) in United Kingdom was reported at 124 % in 2020, according to the World Bank collection of development indicators, compiled from officially recognized sources. United Kingdom - Pension fund assets to GDP - actual values, historical data, forecasts and projections were sourced from the World Bank on September of 2025.

The United Kingdom Mutual Fund Market Report is Segmented by Asset Class (Equity, Bond, Hybrid, Money Market, Others), Investor Type (Retail, Institutional), Distribution Channel (Banks, Online Platforms, Financial Advisors, Direct), and Geography (England, Scotland, Wales, Northern Ireland). The Market Forecasts are Provided in Terms of Value (USD).

As part of our commitment to continuous improvement and being open and transparent, we publish the Fund’s holdings. We update the data every quarter. For operational reasons, we publish this at least 3 months after the end of the quarter. Before you access the data, please read the introduction below and specifically the conditions to the use of the data. We delegate day-to-day management of the Fund’s assets to a number of Fund Managers. They have full discretion to manage their portfolios subject to their investment management agreements with us and in compliance with the Fund’s policies. We do not seek to direct the managers on individual investment decisions. The Funding Strategy takes account of, and informs the development of, our investment strategy and our statement of investment principles (SIP). In all matters, our fiduciary obligations to Fund members are paramount, and neither the Fund’s committees nor the Fund’s officers would take any action which would be in conflict with these obligations. Attribution statement: © Environment Agency copyright and/or database right 2022. All rights reserved.

As of 2023, Mercer Limited was the largest pension consulting firm by revenue in the United Kingdom (UK). Lane Clark & Peacock LLP ranked second, generating roughly 190 million British pounds in revenue. However, due to a lack of segmentation information, advisory services supplied by PwC, Deloitte, and Ernst & Young were excluded from this ranking. Data from smaller regional firms was also overlooked in this ranking.

The UK mutual funds market, a significant segment of the broader global investment landscape, exhibits robust growth potential. With a global market size of $1.88 trillion in 2025 and a Compound Annual Growth Rate (CAGR) of 3.87%, the market is projected to experience substantial expansion through 2033. Drivers include increasing retail investor participation, particularly among households seeking diversified investment options and long-term growth. The rise of digital platforms and fintech solutions further fuels accessibility and adoption, lowering the barrier to entry for individual investors. Furthermore, favorable regulatory environments and consistent demand from institutional investors, such as pension funds and insurance companies, contribute to market growth. However, macroeconomic uncertainties, such as inflation and interest rate fluctuations, pose potential restraints. The market is segmented by fund type (Equity, Debt, Multi-Asset, Money Market, Other) and investor type (Households, Monetary Financial Institutions, General Government, Non-Financial Corporations, Insurers & Pension Funds, Other Financial Intermediaries), offering diverse investment strategies catering to various risk appetites and financial goals. Key players like BlackRock, Fidelity, and Schroders dominate the market, leveraging their established brand reputation, extensive product offerings, and robust distribution networks. Competitive pressures remain intense, with firms continuously innovating to attract and retain clients. The UK, as a major European financial center, holds a substantial share of the European mutual funds market. While precise UK-specific market size data is not provided, leveraging the global CAGR and considering the UK's economic strength and developed financial infrastructure, it's reasonable to estimate that the UK mutual funds market holds a significant portion of the European market. Future growth will depend on regulatory changes, investor sentiment, and macroeconomic conditions. The continued development of sustainable and ethical investment options is also expected to influence the market's trajectory, as environmentally and socially conscious investing gains traction amongst both individual and institutional investors. Therefore, proactive adaptation to evolving investor preferences and regulatory landscapes will be crucial for success in this dynamic and competitive market. This report provides a detailed analysis of the UK mutual funds market, encompassing its current state, future trends, and key players. With a study period spanning 2019-2033, a base year of 2025, and an estimated year of 2025, this in-depth research offers invaluable insights for investors, fund managers, and industry stakeholders. We explore the market's evolution from its historical period (2019-2024) to its projected growth trajectory (2025-2033), providing a complete picture of this dynamic sector. This report is crucial for understanding the £XXX million market and making informed strategic decisions. Recent developments include: In December 2023, BlackRock introduced a UK version of its LifePath Target Date fund range, aiming to compete with similar offerings from Vanguard and Legal & General Investment Management., In September 2023, AEW, an affiliate of Natixis IM specializing in real estate investment, unveiled its inaugural place-based impact investing strategy. This strategy leverages real estate's capacity to provide social and community infrastructure by combining investments that target social and environmental impact.. Key drivers for this market are: Growing Personal Wealth is Driving the Market, Retirement Plannings are Driving the Market. Potential restraints include: Growing Personal Wealth is Driving the Market, Retirement Plannings are Driving the Market. Notable trends are: Growing Personal Finance Sector is Driving the Market.

Quarterly net investment, income and expenditure by insurance companies, self-administered pension funds, investment, unit and property unit trusts.

Contains 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. Quarterly balance sheet data for short-term assets and liabilities are also reported. Income and expenditure data are provided for insurance companies (quarterly and annual) and self-administered pension funds (quarterly). In addition, annual balance sheet data are reported for all sectors.

Source agency: Office for National Statistics

Designation: National Statistics

Language: English

Alternative title: Investment by Insurance Companies, Pension Funds and Trusts

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 information
For 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.

United Kingdom BoP: FA: Assets: PI: DS: ST: Insurance Companies & Pension Funds data was reported at 261.000 GBP mn in Jun 2018. This records an increase from the previous number of -752.000 GBP mn for Mar 2018. United Kingdom BoP: FA: Assets: PI: DS: ST: Insurance Companies & Pension Funds data is updated quarterly, averaging 0.000 GBP mn from Mar 1970 (Median) to Jun 2018, with 194 observations. The data reached an all-time high of 3,003.000 GBP mn in Dec 2017 and a record low of -2,765.000 GBP mn in Dec 2014. United Kingdom BoP: FA: Assets: PI: DS: ST: Insurance Companies & Pension Funds data remains active status in CEIC and is reported by Office for National Statistics. The data is categorized under Global Database’s United Kingdom – Table UK.JB010: BPM6: Balance of Payments: Financial Account: Portfolio Investment.

Local Government pension scheme fund data.

Source agency: Communities and Local Government

Designation: Official Statistics not designated as National Statistics

Language: English

Alternative title: Local Government Pension Scheme Funds, England

Information about the investment choices of insurance companies, self-administered pension funds, investment trusts, unit trusts and property unit trusts. Reported in this release are quarterly net investment data arising from financial transactions (investments) made by these institutional groups. Also included are quarterly balance sheet data for short-term assets and liabilities, along with quarterly income and expenditure data for insurance companies and self-administered pension funds. All data are reported at current prices (effects of price changes included). Source agency: Office for National Statistics Designation: National Statistics Language: English Alternative title: MQ5: Investment by Insurance Companies, Pension Funds and Trusts

Forecast: Total Pension Funds' Assets in the UK 2023 - 2027 Discover more data with ReportLinker!

United Kingdom FC: ICP: Flow: Assets: EI: Rest of the World Mutual Fund Shares data was reported at 2,711.000 GBP mn in Mar 2018. This records a decrease from the previous number of 3,644.000 GBP mn for Dec 2017. United Kingdom FC: ICP: Flow: Assets: EI: Rest of the World Mutual Fund Shares data is updated quarterly, averaging 199.000 GBP mn from Mar 1987 (Median) to Mar 2018, with 125 observations. The data reached an all-time high of 13,011.000 GBP mn in Sep 2010 and a record low of -1,472.000 GBP mn in Mar 2009. United Kingdom FC: ICP: Flow: Assets: EI: Rest of the World Mutual Fund Shares data remains active status in CEIC and is reported by Office for National Statistics. The data is categorized under Global Database’s UK – Table UK.AB013: ESA10: Funds by Sector: Insurance Corporations and Pension Funds: Funds Flow.