Table of Contents
Introduction and Abbreviations
Executive Summary
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- Figure 1: Combined sales of all ISA products, by account value and numbers, April-October 1999
- Figure 2: Forecast of the ISA market by ISA component, net sales, 1999-2004
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Background
Market Factors
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- Figure 3: Illustration of the distribution of liquid financial assets, November 1999 NOP/Mintel
- Figure 4: Illustration of inflation and increases in earnings, 1992-99 Money£acts/Mintel
- Figure 5: Illustration of the returns for the main ISA products, October 1989-99
- Figure 6: Illustration of FTSE 100 highs and lows, January 1997-November 1999
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Market Size
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- Figure 7: Value of mutual funds and cash/deposits, and contribution to total financial assets, 1992-Q2 1999
- Figure 8: Number of PEPs taken out and values, tax years, 1987-99
- Figure 9: Number and value of TESSAs in place, end of first quarter, 1991-99
- Figure 10: Amounts invested in PEPs and TESSAs, 1987-99
- Figure 11: Initial ISA sales by ISA category, quarter ending July 1999
- Figure 12: Sales of insurance ISAs, April-September 1999
- Figure 13: Value of funds invested in Cash ISAs, banks and building societies, April-October 1999
- Figure 14: Sales of unit trust/OEIC PEPs and ISAs, April-October 1997-99
- Figure 15: Combined sales of all ISA products, by account value and numbers, April-October 1999
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Market and Competitor Analysis
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- Figure 16: Distribution of fund-invested ISAs, April-October 1999 AUTIF
- Figure 17: ISA advertising expenditure, by top ten companies, MAT to October 1999
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The Consumer
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- Figure 18: Ownership of tax-efficient savings products, 1993-99
- Figure 19: Ownership of tax-efficient savings and investment products, by gender and socio-economic group, November 1999
- Figure 20: Ownership of tax-efficient savings and investment products, by age, November 1999
- Figure 21: Financial value of savings and assets, by gender and socio-economic group, November 1999
- Figure 22: Ownership of tax-efficient savings and investment products, by age, November 1999
- Figure 23: Illustration of the value of financial assets owned, November 1999
- Figure 24: Investments being considered over the next 12 months, by gender and socio-economic group, November 1999
- Figure 25: Investments being considered over the next 12 months, by age, November 1999
- Figure 26: Ownership of tax-efficient savings and investment products, by total value of savings and investments, November 1999
- Figure 27: Intended investment in savings and investment products, by total value of current savings and investments, November 1999
- Figure 28: Sources of advice/information that influence investment decision making, by gender and socio-economic group, November 1999
- Figure 29: Sources of advice/information that influence investment decision making, by total value of savings and investments, November 1999
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The Future
Forecast
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- Figure 30: Forecast of the ISA market by ISA component, net sales, 1999-2004
- Figure 31: Estimated outflow of TESSA money, years ending Q1 2000-2004
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