Aon Hewitt Facts & Figures Risk. Reinsurance. Human Resources. Empower Results
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Financial Markets FTSE(TM) UK Index Series j Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 FTSE(TM) Actuaries All-Share Index 3653.83 3697.19 3755.34 3768.14 3692.40 3873.22 3858.26 3953.42 3990.00 3962.49 4116.08 4002.18 FTSE(TM) Actuaries All-Share Total Return Index 5967.54 6080.59 6183.82 6218.71 6117.69 6424.25 6402.77 6601.66 6682.67 6658.04 6948.59 6777.29 FTSE(TM) 100 Index 6724.43 6781.51 6899.33 6954.22 6783.79 7142.83 7099.15 7263.44 7322.92 7203.94 7519.95 7312.72 FTSE(TM) 100 Total Return Index 5393.88 5483.94 5582.74 5640.37 5527.00 5823.91 5790.76 5969.78 6036.73 5956.51 6249.32 6096.92 FTSE(TM) World Index Series j Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 FTSE(TM) All World Ex UK Index 314.87 319.63 323.52 339.17 333.54 344.01 347.11 360.63 362.28 354.94 361.92 361.13 FTSE(TM) All World Ex UK Total Return Index 454.08 461.96 468.65 491.79 484.60 500.63 505.55 526.20 530.26 520.49 532.74 532.67 FTSE(TM) World Ex UK Index 556.02 563.42 570.19 597.53 588.64 607.75 612.82 636.62 638.95 626.06 638.21 637.21 FTSE(TM) World Ex UK Total Return Index 1,047.42 1,063.79 1,079.04 1,131.87 1,117.38 1,155.57 1,166.21 1,213.78 1,222.10 1,199.73 1,227.72 1,227.95 Source: FTSE(TM). 3
Financial Markets Currencies j Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 1 Sterling = US $ 1.327 1.310 1.299 1.221 1.250 1.230 1.259 1.245 1.251 1.294 1.291 1.299 1 Sterling = Japanese Yen 136.07 135.47 131.54 128.30 142.36 144.12 141.63 139.23 139.34 144.21 142.76 145.95 1 Euro = Sterling k 0.844 0.848 0.861 0.901 0.853 0.856 0.861 0.853 0.856 0.845 0.874 0.879 Bank of England Effective Sterling Index l 79.65 78.89 77.68 74.40 78.17 77.41 77.66 77.46 77.52 79.43 77.68 77.48 Bank of England Bank Rate n Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 (%) 0.50 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 Returns Over 12 Months jm Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 Cash Deposits (%) 0.57 0.56 0.55 0.53 0.52 0.50 0.48 0.46 0.44 0.42 0.39 0.37 Long Gilts (%) 24.62 31.33 23.01 17.48 12.58 18.49 8.07 13.14 12.32 14.87 11.96-1.83 Index-linked Gilts (%) 13.47 24.90 24.08 24.51 16.65 24.33 18.81 21.36 19.89 25.54 21.12 6.72 UK Equities (%) 3.82 11.73 16.82 12.22 9.77 16.75 20.06 22.88 21.95 20.14 24.52 18.12 Sources: FTSE(TM), Bank of England, European Central Bank, WM/Reuters, Aon 4
Financial Markets FTSE(TM) Gilt Index Series j Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 Fixed Interest Gilts Over 15 year Index 359.62 378.59 360.88 337.44 326.62 336.95 325.06 340.71 343.19 344.00 344.67 333.20 Fixed Interest Gilts Over 15 year Total Return Index 5317.44 5613.22 5350.69 5003.11 4875.45 5029.69 4871.60 5121.71 5159.06 5171.18 5212.98 5039.41 Index-linked Gilts Over 5 year Index 663.94 731.85 725.67 720.97 678.13 703.23 703.17 711.46 716.21 734.96 720.73 697.87 Index-linked Gilts Over 5 year Total Return Index 4921.73 5425.14 5381.74 5346.86 5035.30 5221.73 5226.29 5287.95 5325.55 5464.94 5365.54 5195.39 Yields and Interest Rates j Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 UK Gilts 5 Year (%) # 0.19 0.15 0.19 0.58 0.63 0.50 0.67 0.36 0.38 0.34 0.33 0.58 UK Gilts 10 Year (%) # 0.81 0.66 0.80 1.27 1.45 1.28 1.46 1.13 1.13 1.10 1.06 1.28 UK Gilts 15 Year (%) # 1.28 1.07 1.25 1.69 1.88 1.71 1.88 1.60 1.59 1.57 1.53 1.72 UK Gilts 20 Year (%) # 1.50 1.24 1.46 1.85 2.03 1.86 2.03 1.77 1.76 1.75 1.71 1.89 Index-linked Over 5 Years 0% Inflation (%) # -1.41-1.80-1.76-1.73-1.50-1.64-1.62-1.70-1.69-1.79-1.70-1.56 Index-linked Over 5 Years 5% Inflation (%) # -1.44-1.83-1.79-1.76-1.53-1.67-1.65-1.73-1.72-1.81-1.73-1.58 FTSE(TM) Actuaries All-Share Actual Yield (%) 3.52 3.52 3.46 3.52 3.64 3.47 3.49 3.48 3.47 3.53 3.46 3.61 # FTSE(TM) British Government Stocks Yield Indices Source: FTSE(TM) 5
Earnings and Inflation Average Weekly Earnings Index o Jun 2016 Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Not seasonally adjusted, including bonuses and arrears 157.6 157.1 154.7 154.6 155.0 155.0 159.1 159.0 164.1 178.7 - - Average Weekly Earnings Annual Increase o Jun 2016 Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Not seasonally adjusted, including bonuses and arrears 2.4 2.6 2.1 2.6 2.9 3.1 1.9 1.7 2.4 2.6 - - Price Inflation Indices Jun 2016 Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 RPI p 263.1 263.4 264.4 264.9 264.8 265.5 267.1 265.5 268.4 269.3 270.6 271.7 RPIX q 262.9 263.2 264.5 264.9 265.0 265.8 267.4 265.8 268.8 269.7 271.1 272.1 CPI r 100.6 100.6 100.9 101.1 101.2 101.4 101.9 101.4 102.1 102.5 102.9 103.3 Price Inflation Annual Increase Jun 2016 Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 RPI (%) p 1.6 1.9 1.8 2.0 2.0 2.2 2.5 2.6 3.2 3.1 3.5 3.7 RPIX (%) q 1.7 1.9 1.9 2.2 2.2 2.5 2.7 2.9 3.5 3.4 3.8 3.9 CPI (%) r 0.5 0.6 0.6 1.0 0.9 1.2 1.6 1.8 2.3 2.3 2.7 2.9 Source: Office for National Statistics Note: In May 2010, the Office for National Statistics introduced the Average Weekly Earnings (AWE) as a replacement measure for the Average Earnings Index (AEI). From May 2010, the AWE data set is published based on the 2007 Standard Industrial Classification (SIC 2007). All historic values have been re-set. 6
Miscellaneous Aon Pension Risk Tracker j FTSE(TM)100 Companies Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 Accounting Assets ( bn) 634.9 658.3 649.3 633.6 619.2 641.4 633.1 653.7 658.1 658.7 670.6 653.0 Accounting Liabilities ( bn) 662.1 731.8 713.0 692.5 658.3 678.9 672.3 688.8 689.5 698.5 695.6 678.7 Wind-up Assets ( bn) 632.2 655.6 646.6 630.9 616.5 638.7 630.4 651.0 655.4 656.0 667.9 650.3 Wind-up Liabilities ( bn) 880.3 934.4 912.6 884.0 836.4 856.6 846.3 867.1 865.2 878.1 866.6 837.9 FTSE(TM)250 Companies Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Jun 2017 Accounting Assets ( bn) 70.4 72.4 71.8 70.2 68.8 71.5 70.5 72.9 73.5 73.3 75.3 73.3 Accounting Liabilities ( bn) 74.2 82.0 80.3 78.3 74.8 77.3 76.6 78.5 78.6 79.6 79.3 77.4 Wind-up Assets ( bn) 70.2 72.2 71.5 70.0 68.6 71.2 70.3 72.7 73.3 73.1 75.1 73.1 Wind-up Liabilities ( bn) 98.5 104.8 102.8 100.1 95.3 97.9 96.7 99.1 98.9 100.4 99.1 95.8 Source: Aon s Pension Protection Fund 7800 Index* j Jun 2016 Jul 2016 Aug 2016 Sep 2016 Oct 2016 Nov 2016 Dec 2016 Jan 2017 Feb 2017 Mar 2017 Apr 2017 May 2017 Aggregate Assets ( bn) 1420.3 1458.4 1486.3 1474.6 1460.0 1443.1 1476.4 1467.2 1511.1 1518.8 1514.2 1533.5 Aggregate Liabilities ( bn) 1724.8 1791.8 1899.4 1848.1 1735.9 1637.8 1700.3 1663.6 1753.1 1745.3 1759.8 1765.8 Aggregate Balance ( bn) -304.5-333.4-413.1-373.5-275.9-194.7-223.9-196.5-242.0-226.5-245.6-232.3 Source: Pension Protection Fund u Please note: data has been revised since last issue of Facts & Figures. 7
Contact Us If you have any questions or comments about this publication, please e-mail facts.figures@aonhewitt.com Notes j The figures shown are for the close of business on the last working day of the month, or the last day for which data was available k The Euro to Sterling exchange rate is available free of charge from www.ecb.int l The Effective Index, which measures Sterling against currencies of developed countries m The returns that single lump sum investments of each type would have produced over the previous 12 months, assuming all income is re-invested. LIBOR is used for the returns on cash deposits n The rate as set by The Bank of England s Monetary Policy Committee, which meets during the first half of each month o The Average Weekly Earnings (AWE) measure, covering the whole economy in Great Britain. p The Retail Prices Index, all items (RPI) (i.e. the headline rate) q The Retail Prices Index, all items excluding mortgages (RPIX) (i.e. the underlying rate) r The Consumer Prices Index (CPI), previously called the Harmonised Index of Consumer Prices s Full data and charts can be found at www.pensionrisktracker.aon.com u A full explanation of this index can be found at www.pensionprotectionfund.org.uk/ www.aon.com @aonhewittuk 2017 Aon 8 SB4577