Retail Investments Product Sales Data dashboard

This page provides a breakdown of retail investment products sales data (PSD) from 1 January 2016 to 31 December 2020.

We have taken into consideration the 30 different retail investment products and have grouped these into 9 distinct product categories, as shown in Table 1 below. For these 9 product categories, we break down these product sales further by detailed product categories.

Table 1: Retail investments PSD product categories

Product Categories

Detailed Product Categories

Product Type Name

Endowments

Endowments

Endowment Savings Plan

Mortgage Endowment

With-profit Endowment

Bonds

Other Bonds

Distribution Bond

Guaranteed Income/Growth/Investment Bond

Trustee Investment Bond

Unit Linked Bond

Unit Linked Bond

With-profit Bond

With-profit Bond

Structured Capital At Risk Product (SCARPs)

Structured Capital At Risk Product

Structured Capital At Risk Product

Trusts and OEICs

Investment Trust

Investment Trust

Unit Trust / OEIC

Unit Trust / OEIC

ISA

ISA

ISA

Long-term Care Insurance

Long-term Care Insurance

Long-term Care Insurance

Decumulation Products

Annuities

 

Life Annuity

Pension Annuity

Income Drawdown

Income Drawdown

Occupational Pensions

Occupational Pensions

AVC Group Money Purchase

Executive Pension

Group Money Purchase

Group Section 32 Buy Out

Small Self Administered Scheme (SSAS)

Personal Pensions

Group Personal Pension

Group Personal Pension

Other Personal Pensions

FCAVC

Individual Pension Transfer

Pension Opt Out

Section 32 Buy Out

Personal Pension

Personal Pension

Self Invested Personal Pension (SIPP)

Self Invested Personal Pension

Stakeholder Pension

Stakeholder Pension

We also provide a breakdown by financial sectors, which are based on the portfolios into which we divide firms. Firms in the Retail Lending sector, General Insurance and Protection sector and firms with no assigned sector have been grouped as the ‘Other Portfolio Sector’ to preserve confidentiality where firm numbers are low.

The interactive charts below present a selection of findings from the retail investments product sales data set.

How to use the interactive charts

To use the charts, there are three filters to choose from:

  • Retail Investments grouped by – use this to view the retail investments data split by a mix of characteristics, product groups or sectors.
  • Date – use this to select one or more time periods
  • Category – this allows you to select one or more product categories
  • Sub Category – when available, this allows you to drill down into the product categories to view the detailed product categories
Chart tip: Remember to clear any ‘Category’ or ‘Sub Category’ filters when you change the ‘Retail Investments grouped by’ filter

 

The data is correct as of 21 April 2021. Due to a combination of resubmissions and adjustments, the data is not comparable to data within previous PSD publications.

Download the underlying data and notes for the Tableau dashboard (XLSX)

Quarterly Retail Investments PSD dashboard

 

View the Retail Investments Product Sales Data dashboard in Tableau