Retail Investments Product Sales Data dashboard

This page provides a breakdown of retail investment products sales data (PSD) from 1 January 2019 to 31 December 2023.

We have included the 30 different retail investment products and have grouped these into 8 distinct product categories, as shown in Table 1 below. For these 8 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

Trusts, OEICs and SCARPs

Trusts, OEICs and Structured Capital

At Risk Product (SCARPs)

Investment Trust

Structured Capital At Risk

Product

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 Banking sector, Retail Lending sector, General Insurance and Protection sector, Wholesale Financial Markets sector and firms with no assigned sector have been grouped as the ‘Other Portfolio Sector’ to preserve confidentiality where firm numbers are low. Note sector information is based on the portfolio of the provider firm.

The interactive charts below present a selection of findings from the retail investments PSD set.

How to use the interactive charts

To use the charts, there are 4 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
  • Subcategory – 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 ‘Subcategory’ filters when you change the ‘Retail Investments grouped by’ filter

 

The data is correct as of 25 June 2024. Due to a combination of data resubmissions and adjustments, the data is not comparable to data within previous PSD publications.

Download the underlying data for the Tableau dashboard (XLSX)

Quarterly Retail Investments PSD dashboard

 

View the Retail Investments Product Sales Data dashboard in Tableau