Personal Equity Plans (PEPs) were launched in 1987 with Individual Savings Accounts (ISAs) following in 1999. Throughout this period, HMRC has published statistics on the number of accounts subscribed to, the amounts subscribed in each subscription year and the market value of the assets held at the close of each year. We publish these statistics here, illustrated with charts prepared by TISA.
To view subscription data for the most recent year available, click on the link in the top row under ‘ISA Subscriptions’. This data is usually published at the end of August and the PDF also includes comparative data since the launch of ISAs in 1999.
Market value data for ISAs has been published in slightly different formats over the years as the scheme has been modified. The data was previously published in October but more recently has been published at the end of August alongside the subscription data. In the ‘ISA Values’ column, the top row shows data from 2008 onwards following the reclassification of PEPs as Stocks and Shares ISAs. Charts on the lower rows show similar data for earlier years reflecting the other structural change, in April 2005, when the separate insurance component ceased to exist.
In the next column, market values for PEPs are shown from April 2001 when Single Company PEPs were absorbed into standard PEPs and the investment rules were aligned with those for ISAs.
Although PEPs remained a separate scheme until 2008, because of their close similarity with Stocks & Shares ISAs, we published combined valuation charts in the column ‘PEP & ISA comparisons’.
The top row will be updated as and when further data is published by HMRC whilst the lower rows are retained for reference.
|Year Ending||ISA Subscriptions||ISA Values||PEP Values||PEP & ISA Comparisons|
|5 April 2018||CLICK HERE||CLICK HERE|
|5 April 2017||CLICK HERE||CLICK HERE|
|5 April 2008||CLICK HERE||CLICK HERE||CLICK HERE|
|5 April 2005||CLICK HERE|
|5 April 2001||CLICK HERE|
Click here to view TISA charts and tables based on statistics previously published by HMRC and TISA which show: