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UK Retail Savings & Investments Databases 2011
Datamonitor, Oct 2011
The UK Savings and Investments Database is a definitive guide to the size of competing savings and investments vehicles in the UK, the trends surrounding them, and the interactions between them. It is focused on retail investors, providing a picture of UK retail investors' savings and investments holdings. The database is accompanied by further analysis of the market in Microsoft PowerPoint.
Scope of the report:
- Assess the relative size and industry dynamics across each savings and investment class, to identify key strategic areas for product development
- Understand the how the current economic climate impacts on the future growth in balances of each savings and investments asset class
- Track your competition's share of the deposits, unit trust/OEIC and investment trust markets with our competitive data through 2010.
Highlights:
Deposits and unit trusts/OEICs dominate retail savings and investments, and continued to grow through the recession. Retail equity balances, on the other hand, contracted by 3% during the market downturn as negative performance and outflows took their toll.
“Safe haven” investing characterized the 2008–10 period. But retail mutual funds also saw inflows as investors sought to buy into the opportunities that market devaluation presented.
The acquisition of HBOS by Lloyds TSB in September 2008 created UK’s largest deposit taker, holding 26.1% of total retail deposits as of December 2010.
Reasons to buy:
- How have balances changed over the past five years for each savings and investments asset class?
- How much of the change in balances is due to investor interest (i.e. net inflows) and how much is due to market performance?
- Will retail savings and investments rebalance and if so, which asset classes will investors favour, and which ones will become less important?
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