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Individual Savings Accounts - UK - May 2000

INTRODUCTION AND ABBREVIATIONS
EXECUTIVE SUMMARY
BACKGROUND
Possible combinations of ISA investment, tax year 1999/2000 and 2000/2001
Main features of the CAT standard ISA
MARKET FACTORS
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
MARKET SIZE
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
DISTRIBUTION AND PROMOTION
ISA advertising expenditure, by top companies, February 2000
Distribution of fund-invested ISAs, April 2000
INVESTMENT CHOICES: RISK AND RETURN
Investing for income - fund volatility ratings, April 1999
Investing for growth - fund volatility ratings, April 1999
KEY PLAYERS
THE CONSUMER
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
THE FUTURE AND FORECAST
Likely growth of direct ISA sales, May 2000  Mintel
Forecast of the ISA market business in force, 2000-02

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