Table of Contents
Introduction and Abbreviations
Executive Summary
Background
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- Possible combinations of ISA investment, tax year 1999/2000 and 2000/2001
- Main features of the CAT standard ISA
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Market Factors
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- Changing saving priorities among adults, 1995-99
- Illustration of inflation and increases in earnings, 1995-2000
- FTSE-100 Index, January 1995-May 2000
- Clearing banks' base rates, January 1988-April 2000
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Market Size
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- Total ISA sales, April 1999-March 2000
- Cumulative ISA accounts, April 1999-March 2000
- Average ISA subscription per account, April 1999-March 2000
- Value and volume of PEPs, 1987-99
- Number and value of TESSAs in place, year-end, 1990-99
- Amounts invested in PEPs and TESSAs, 1992-99
- Net sales of unit trust/OEIC, PEPs and ISAs, April-March 1997-2000
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Distribution and Promotion
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- ISA advertising expenditure, by top companies, February 2000
- Distribution of fund-invested ISAs, April 2000
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Investment Choices: Risk and Return
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- Investing for income - fund volatility ratings, April 1999
- Investing for growth - fund volatility ratings, April 1999
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Key Players
The Consumer
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- Ownership of tax-efficient savings and investment products, March 2000
- ISA, PEP and TESSA ownership, by socio-demographic characteristics, March 2000
- Liquid financial asset ownership, March 2000
- Liquid assets of UK consumers, by socio-demographic characteristics, March 2000
- Investments being considered over the next 12 months, March 2000
- Investments being considered over the next 12 months, by socio-demographic characteristics, March 2000
- Profile of current cash ISA and stocks and shares ISA holders against future profile, March 2000
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The Future and Forecast
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- Likely growth of direct ISA sales, May 2000 Mintel
- Forecast of the ISA market business in force, 2000-02
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