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General

FCA Product Sales Data

Scottish Widows publishes a number of reports surveying consumer attitudes for different product lines

 

Corporate pensions

The Purple Book - a good source of information on defined benefit schemes and their funding levels produced by the Pension Protection Fund (PPF) and The Pensions Regulator.

DWP research - the DWP has carried out surveys of corporate and individual pension provision which may be of interest

"Pension landscape and charging: Quantitative and qualitative research with employers and pension providers" (Wood et al, September 2010)

Summary

Detailed Report

 

Individual pensions  

Pensions Policy Institute Pension Facts database

 

Retirement income

"Retirement income and assets: outlook for the future" - these reports by the Pensions Policy Institute are a good source of information on pensioner needs and the retirement income market.

 MGM Retirement Nation reports - surveys of those approaching or in retirement

 

Savings and Investment

FSA retail investments product trends 2005 - 2012 paper 

  

Protection

FSA protection product trends 2005 - 2012 paper

 

Mortgage Lending

BoE statistics on mortgage lending

FSA historical mortgage data

FSA mortgage product trends 2005 - 2012 paper

 

Asset Management

Investment Management Association

Fund Statistics

Annual Asset Management Survey – contains useful benchmarks for fees, costs and margins

 

 

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