Table of Contents
Introduction and Abbreviations
Executive Summary
Background
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- ISA limits, by type and component, 1999-2006
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Market Factors
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- Bank base rates, January 1998-March 2001 BoE/Mintel
- FTSE 100 monthly highs, lows and market volatility, January 1999-March 2001
- A comparison of equity and building society returns, gross income reinvested, 1985-2001
- Financial balance sheet, households and non-profit institutions, 1992, 2000 and 2004
- Trends in disposable income, savings and expenditure, at constant 1995 prices, 1995-2004
- Spending priorities, 1996 and 2000
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Market Size
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- Maxi and Mini ISA sales volumes, Q2 1999-Q1 2001 IR/Mintel
- Volumes of Mini ISA sales, according to component, Q2 1999-Q1 2001 IR/Mintel
- Values of Mini and Maxi ISA investment, by component, Q2 1999-Q1 2001
- Average ISA investment levels per account, Q2 1999-Q1 2001
- Average Mini ISA investment, according to component, Q2 1999-Q1 2001
- Distribution of equity ISA funds, April 2000
- Number and value of TESSAs, 1992-2000
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Distribution and Promotion
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- Distribution of gross retail sales of fund-invested ISAs, April 1999-March 2001
- ISA advertising expenditure, by company, 1999-2000
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The Consumer
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- Ownership of savings and investment products, according to socio-demographic group, February 2001
- Proportion of ISA holders with a Mini or Maxi ISA, according to socio-demographics, February 2001
- Type and component of ISA held, February 2001
- Investment holding, according to type of ISA held, February 2001
- Source of help for investment decisions, according to type of ISA held, February 2001
- Preferred investment information channels, according to level of investment, February 2001
- Attitudes towards stockmarket vacillations, according to type of ISA ownership, February 2001
- Socio-demographic profile of respondents not dissuaded from equity investments, February 2001
- Likelihood of changing investment company, according to equity-based ISA holders, February 2001
- Consumer attitudes towards investment selection, according to socio-demographic group, February 2001
- Consumer opinions on investment selection, according to level of investment holding, February 2001
- Willingness to buy an investment over the phone or Internet, according to ISA ownership, February 2001
- Willingness to invest with a recognisable company name, according to type of ISA held, February 2001
- Willingness to invest with selected companies, according to type of ISA owned, February 2001
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The Future
Forecast
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- Investments owned, according to socio-demographic group, February 2001
- Forecast of investment typologies - Scenario 1, 2001-05
- Forecast of investment typologies - Scenario 2, 2001-05
- Forecast of investment typologies - Scenario 3, 2001-05
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