From 29d23085034f3d7f03a5cd0a27ae5f14a960cd2d Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 20:18:40 +0000 Subject: [PATCH 1/7] Add HMRC's 2026 ISA, Lifetime ISA and impact-note source packages For PolicyEngine/microcosm#1415, which imputes yearly ISA subscriptions per adult by type. Three packages, written by packages/hmrc/isa_statistics_2026/build_package.py from pinned bytes: - hmrc-isa-statistics-2026 (3,397 facts): Table 9.4's accounts and amounts subscribed by component, 2008-09 to 2024-25; Table 9.6's market values by type of investment, 2011-12 to 2024-25; and Tables 9.7 to 9.12's 2023-24 individuals subscribing and holding, by income, age, sex, region, subscription band and market value. Tables 9.7 to 9.12 head their columns "(thousands)" but count individuals, so they carry value_scale 1. - hmrc-lisa-statistics-2026 (40 facts): Lifetime ISA Table 1a, yearly withdrawals. The workbook has no subscriptions or bonus. - hmrc-cash-isa-limit-reduction-2026 (2 facts): the impact note's shares of under-65 cash ISA subscribers either side of GBP 12,000 in 2022-23. The files are committed under the Open Government Licence and uploaded to R2. Co-Authored-By: Claude Opus 5.5 --- chronicle/bundle.py | 3 + chronicle/source_package.py | 5 + ...l-savings-account-isa-limit-reduction.html | 1240 + .../manifest.yaml | 24 + ...Individual_Savings_Account_Tables_2026.ods | Bin 0 -> 60311 bytes .../hmrc/isa_statistics_2026/manifest.yaml | 23 + .../Lifetime_ISA_Tables_2026.ods | Bin 0 -> 17089 bytes .../hmrc/lisa_statistics_2026/manifest.yaml | 23 + .../source_package.yaml | 151 + .../hmrc/isa_statistics_2026/build_package.py | 1978 ++ .../isa_statistics_2026/source_package.yaml | 28027 ++++++++++++++++ .../lisa_statistics_2026/source_package.yaml | 1514 + tests/test_source_hmrc_isa_statistics_2026.py | 351 + 13 files changed, 33339 insertions(+) create mode 100644 db/data/hmrc/cash_isa_limit_reduction_2026/cash-individual-savings-account-isa-limit-reduction.html create mode 100644 db/data/hmrc/cash_isa_limit_reduction_2026/manifest.yaml create mode 100644 db/data/hmrc/isa_statistics_2026/Individual_Savings_Account_Tables_2026.ods create mode 100644 db/data/hmrc/isa_statistics_2026/manifest.yaml create mode 100644 db/data/hmrc/lisa_statistics_2026/Lifetime_ISA_Tables_2026.ods create mode 100644 db/data/hmrc/lisa_statistics_2026/manifest.yaml create mode 100644 packages/hmrc/cash_isa_limit_reduction_2026/source_package.yaml create mode 100644 packages/hmrc/isa_statistics_2026/build_package.py create mode 100644 packages/hmrc/isa_statistics_2026/source_package.yaml create mode 100644 packages/hmrc/lisa_statistics_2026/source_package.yaml create mode 100644 tests/test_source_hmrc_isa_statistics_2026.py diff --git a/chronicle/bundle.py b/chronicle/bundle.py index 8424c5eb..7b088778 100644 --- a/chronicle/bundle.py +++ b/chronicle/bundle.py @@ -138,6 +138,7 @@ "gambling-commission-industry-statistics-fy2025-26", "hmrc-alcohol-bulletin-july-2026", "hmrc-betting-gaming-statistics-july-2026", + "hmrc-cash-isa-limit-reduction-2026", "hmrc-cgt-age-2026", "hmrc-cgt-asset-type-2026", "hmrc-cgt-badr-ir-2026", @@ -150,6 +151,8 @@ "hmrc-child-benefit-august-2025", "hmrc-hydrocarbon-oils-quantities-june-2026", "hmrc-income-tax-liabilities-july-2026", + "hmrc-isa-statistics-2026", + "hmrc-lisa-statistics-2026", "hmrc-pension-contribution-relief-2023-24", "hmrc-property-rental-income-2026", "hmrc-salary-sacrifice-reform-2029-headcounts", diff --git a/chronicle/source_package.py b/chronicle/source_package.py index 12246d4f..8c101548 100644 --- a/chronicle/source_package.py +++ b/chronicle/source_package.py @@ -598,6 +598,11 @@ "hmrc-cgt-residential-property-2026": Path("hmrc/cgt_residential_property_2026"), "hmrc-cgt-size-of-gain-2026": Path("hmrc/cgt_size_of_gain_2026"), "hmrc-cgt-statistics-2026": Path("hmrc/cgt_statistics_2026"), + # PolicyEngine/microcosm#1415 + "hmrc-cash-isa-limit-reduction-2026": Path("hmrc/cash_isa_limit_reduction_2026"), + "hmrc-isa-statistics-2026": Path("hmrc/isa_statistics_2026"), + "hmrc-lisa-statistics-2026": Path("hmrc/lisa_statistics_2026"), + # end PolicyEngine/microcosm#1415 "hmrc-spi-income-by-area-2023-24": Path("hmrc/spi_income_by_area_2023_24"), "hmrc-salary-sacrifice-relief-2024-25": Path( "hmrc/salary_sacrifice_relief_2024_25" diff --git a/db/data/hmrc/cash_isa_limit_reduction_2026/cash-individual-savings-account-isa-limit-reduction.html b/db/data/hmrc/cash_isa_limit_reduction_2026/cash-individual-savings-account-isa-limit-reduction.html new file mode 100644 index 00000000..c0c953d5 --- /dev/null +++ b/db/data/hmrc/cash_isa_limit_reduction_2026/cash-individual-savings-account-isa-limit-reduction.html @@ -0,0 +1,1240 @@ + + + + + + + Cash Individual Savings Account (ISA) limit reduction - GOV.UK + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Skip to main content + +
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+ + Policy paper + + + +

+ Cash Individual Savings Account (ISA) limit reduction +

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Published 17 September 2026

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+ © Crown copyright 2026 +

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+ This publication is licensed under the terms of the Open Government Licence v3.0 except where otherwise stated. To view this licence, visit nationalarchives.gov.uk/doc/open-government-licence/version/3 or write to the Information Policy Team, The National Archives, Kew, London TW9 4DU, or email: psi@nationalarchives.gov.uk. +

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+ Where we have identified any third party copyright information you will need to obtain permission from the copyright holders concerned. +

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+ This publication is available at https://www.gov.uk/government/publications/reduction-in-the-cash-individual-savings-account-isa-limit/cash-individual-savings-account-isa-limit-reduction +

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Who is likely to be affected

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Savers with Individual Savings Accounts (ISAs).

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Financial institutions who provide or manage these accounts or investments.

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General description of the measure

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This measure amends the Individual Savings Account Regulations 1998 to reduce the annual cash ISA subscription limit to £12,000 for individuals aged under 65 from 6 April 2027. For investors aged 65 or over the annual cash ISA limit will remain at £20,000.

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The measure also introduces consequential changes and anti-circumvention rules to ensure the reduced cash ISA limit operates as intended.

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These include restrictions on transfers from stocks and shares ISAs and Innovative Finance ISAs (non-cash ISAs) into cash ISAs, a flat rate charge of 22% on any interest paid on cash held in non-cash ISAs, rules relating to Money Market Funds, and additional reporting requirements for ISA managers.

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Policy objective

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The measure supports the government’s objective of encouraging greater retail investment and improving long-term returns for savers.

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The reduction in the cash ISA subscription limit is intended to encourage retail investment which, historical trends suggest, provides better returns for savers.

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The anti-circumvention rules are intended to ensure the reduced cash ISA limit operates as intended and cannot be circumvented, for example, by holding large cash balances or cash-like products within non-cash ISAs, or by routing subscriptions through non-cash ISAs before transferring them into cash ISAs.

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Background to the measure

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At Budget 2025, the government announced that, from 6 April 2027, the annual cash ISA subscription limit for individuals aged under 65 would be reduced to £12,000 within the overall ISA subscription limit of £20,000.

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The government also announced that individuals aged 65 and over would continue to be able to save up to £20,000 annually in a cash ISA.

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On 23 June 2026, the government announced the accompanying anti-circumvention rules required to support the policy.

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Detailed proposal

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Operative date

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The measure will have effect from 6 April 2027.

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Current law

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The ISA rules are contained in the Individual Savings Account Regulations 1998 (SI 1998/1870) (‘the ISA Regulations’) which are made under powers in Chapter 3 of Part 6 of the Income Tax (Trading and Other Income) Act 2005 and section 151 of the Taxation of Chargeable Gains Act 1992.

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The ISA Regulations currently provide a single overall annual ISA subscription limit of £20,000. They do not provide for separate cash ISA subscription limits based on age. They also specify the types of investments eligible to be held in an ISA. Money Market Funds are not currently defined separately from other qualifying securities for stocks and shares ISAs.

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The ISA Regulations currently permit transfers between cash ISAs, stocks and shares ISAs and Innovative Finance ISAs subject to the existing transfer rules. They do not impose restrictions on the proportion of Money Market Fund investments held within stocks and shares ISAs and do not impose a charge on interest paid on cash held within stocks and shares ISAs or Innovative Finance ISAs.

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Proposed revisions

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The ISA Regulations will be amended to:

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  • reduce the cash ISA subscription limit to £12,000 for individuals aged under 65, while retaining the overall ISA subscription limit of £20,000 and a £20,000 cash ISA subscription limit for those aged 65 and over
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  • introduce anti-circumvention measures, including restrictions on certain ISA transfers and a charge on interest and alternative finance returns arising from cash held within non-cash ISAs, rules relating to Money Market Funds and additional reporting requirements for ISA managers
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  • make consequential amendments required for the operation of the new cash ISA subscription limit
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Summary of impacts

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Exchequer impact (£ million)

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2025 to 20262026 to 20272027 to 20282028 to 20292029 to 20302030 to 2031
EmptyEmptyEmptyEmptyEmptyEmpty
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The final costing will be subject to scrutiny by the Office for Budget Responsibility.

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Macroeconomic impact

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This measure is expected to encourage individuals affected by the reduced cash ISA subscription limit to allocate a greater proportion of their ISA savings to stocks and shares ISAs or to other qualifying investments.

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The scale of this reallocation is not expected to have a significant macroeconomic impact.

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Impact on individuals, households and families

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Individuals will need to comply with new cash ISA limits relevant to their age.

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The measure is expected to affect individuals aged 64 or under who currently subscribe more than £12,000 annually to a cash ISA and individuals who hold cash or Money Market Funds within stocks and shares ISAs or Innovative Finance ISAs (non-cash ISAs).

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In 2022 to 2023, 78% of cash ISA subscribers aged under 65 subscribed less than £12,000 to a cash ISA and 22% subscribed over £12,000.

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Following the introduction of the revised limits, those individuals who are affected may need to adjust how they allocate funds between cash ISAs and non-cash ISAs and the type of investments they hold in a stocks and shares ISA.

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The measure is not expected to impact on family formation, stability or breakdown.

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This measure is not expected to affect individuals’ experience of dealing with HMRC as this does not change any processes or tax administration obligations.

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Equalities impacts

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This measure is expected to impact customers who subscribe to a cash ISA. However, impacts will differ by age as different cash ISA subscription limits apply to individuals aged under and over 65. This reflects that older savers may wish to restructure and derisk their investments as they approach retirement age.

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This measure may apply to individuals regardless of their protected characteristics. If a protected group is estimated to be overrepresented in this population, it is considered to be disproportionately impacted.

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Individuals who are aged between 55 and 64 and those aged 65 years or older are estimated to be overrepresented in the population subscribing to a cash ISA (18% and 34% respectively), compared to their prevalence in the UK adult population (17% and 24%, respectively).

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Females are estimated to be slightly overrepresented in the population subscribing to a cash ISA (53%) compared to their prevalence in the UK adult population (50%).

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Individuals from a White English, Welsh, Scottish, Northern Irish or British ethnic background are also estimated to be overrepresented in the population subscribing to a cash ISA (90%), compared to their prevalence in the UK adult population (82%).

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Individuals with a disability are estimated to be overrepresented among cash ISA subscribers aged 65 and over (37%) compared to their prevalence in the UK adult population (26%).

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Finally, individuals who belong to the Christian faith are also estimated to be overrepresented in this population (74%) compared to their prevalence in the UK adult population (52%).

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Where data is available, no other protected groups were overrepresented.

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Administrative impact on business including civil society organisations

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This measure will have a significant impact on ISA managers who will incur one-off costs associated with updating systems, processes, reporting arrangements, customer communications and compliance procedures.

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Estimated one-off impact on transitional business costs (£ million)

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One-off impact(£ million)
Costs6.0
Savings—
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Ongoing costs arising from administering the revised subscription limits, deducting and paying the charge on interest paid within non-cash ISAs and reporting the market value of Money Market Fund holdings to HMRC are expected to be significant.

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The estimate reflects initial impact as customers adapt to the new rules ahead of a steady state.

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Estimated ongoing impact on transitional business costs (£ million)

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One-off impact(£ million)
Costs0.2
Savings—
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This measure is not expected to disproportionately impact civil society organisations.

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This measure is expected to impact ISA managers’ experience of dealing with HMRC as it will require them to familiarise themselves with the new rules and develop appropriate systems to apply them.

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The government has deferred the implementation of ISA Digitalisation to April 2028 to allow ISA managers to focus on implementing the new ISA rules.

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Operational impact (£ million) (HMRC or other)

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HMRC will need to implement changes to its IT systems to support delivery of this measure, with current estimates placing these changes at around £0.2 million. This investment forms part of the wider Digitalisation of ISAs (DISA) programme.

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Other impacts

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Other impacts have been considered and no significant impacts have been identified.

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Monitoring and evaluation

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The measure will be monitored through information provided by ISA managers, existing ISA reporting returns and ongoing stakeholder engagement.

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Further advice

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Email: frances.larke@hmrc.gov.uk.

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Declaration

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Lucy Rigby MP, Economic Secretary, has read this tax information and impact note and is satisfied that, given the available evidence, it represents a reasonable view of the likely costs, benefits and impacts of the measure.

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+ + + + diff --git a/db/data/hmrc/cash_isa_limit_reduction_2026/manifest.yaml b/db/data/hmrc/cash_isa_limit_reduction_2026/manifest.yaml new file mode 100644 index 00000000..1274a6e4 --- /dev/null +++ b/db/data/hmrc/cash_isa_limit_reduction_2026/manifest.yaml @@ -0,0 +1,24 @@ +source_id: hmrc +package_id: hmrc-cash-isa-limit-reduction-2026 +dataset: hmrc_hmrc-cash-isa-limit-reduction-2026 +source_page: https://www.gov.uk/government/publications/reduction-in-the-cash-individual-savings-account-isa-limit +table: 'Cash Individual Savings Account (ISA) limit reduction: tax information and + impact note' +license: Open Government Licence v3.0 +license_url: https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/ +attribution: 'Source: HM Revenue and Customs, Cash Individual Savings Account (ISA) limit reduction: tax information and impact note (17 September 2026). Contains public sector information licensed under the Open Government Licence v3.0.' +license_evidence: 'The page (https://www.gov.uk/government/publications/reduction-in-the-cash-individual-savings-account-isa-limit/cash-individual-savings-account-isa-limit-reduction) states that the publication is licensed under the terms of the Open Government Licence v3.0 except where otherwise stated.' +license_verified_at: '2026-10-28' +files: + 2026: + filename: cash-individual-savings-account-isa-limit-reduction.html + source_url: https://www.gov.uk/government/publications/reduction-in-the-cash-individual-savings-account-isa-limit/cash-individual-savings-account-isa-limit-reduction + sha256: 3a27fd6017afd85a1167e3acb3687d6312ea32c07f1101535f888279bd2c6212 + size_bytes: 103157 + fetched_at: '2026-10-28T19:45:11+00:00' + storage: + r2: + provider: r2 + bucket: ledger-raw + key: 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z5XBDGEiwGwZZ3{Mk8AO}vSZuXwn*xOVz?&XrQ@F5*;g1>v`^reNg>xUQalf`=<>e8 zr)S6fU6Xz{YAEnYHF}tLhPb_NsmX`Ei`o+r_s_1WOSk9Zc*pMYtrsEk(S3Bm!a-RO zh;Z6`c}@aj$(J=$-Xzw-DVVQ{Q|5=z+$Z6)5?aJRL1)F&JoLTxMZuRr*FAGw;*X^_U7qKYRNBiKjj!TRS z)YG?E#a-y0@{ZGR#@ohB!%Hf;Q#b!<+Yo)|UDi3)^G9|6+wQ8od82ZsNbw=Dmd&&7 zc1G&m(9v9$<#^oQD8;_k*Zu1K#IO9Y?Lmx8y5J)cfDy`oc^Cso6aipIGX!{pbm2a3 z0ih!V$V42zfUXaHI}$=)4ll~)By^4Fc@ClRfE|t;h;9UWT16Of+8%fa1vKRbc(byB PWLSYv0hqG89YH(*&Yj63 literal 0 HcmV?d00001 diff --git a/db/data/hmrc/lisa_statistics_2026/manifest.yaml b/db/data/hmrc/lisa_statistics_2026/manifest.yaml new file mode 100644 index 00000000..b57db346 --- /dev/null +++ b/db/data/hmrc/lisa_statistics_2026/manifest.yaml @@ -0,0 +1,23 @@ +source_id: hmrc +package_id: hmrc-lisa-statistics-2026 +dataset: hmrc_hmrc-lisa-statistics-2026 +source_page: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 +table: 'Lifetime Individual Savings Account (LISA) tables: September 2026' +license: Open Government Licence v3.0 +license_url: https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/ +attribution: 'Source: HM Revenue and Customs, Lifetime Individual Savings Account (LISA) tables: September 2026. Contains public sector information licensed under the Open Government Licence v3.0.' +license_evidence: 'The GOV.UK publication page (https://www.gov.uk/government/statistics/annual-savings-statistics-2026) states that all content is available under the Open Government Licence v3.0, except where otherwise stated. The workbook''s cover (Cover_sheet!A15) adds: ''Bulletin is Crown copyright. Information may be used provided that the source is acknowledged.''' +license_verified_at: '2026-10-28' +files: + 2026: + filename: Lifetime_ISA_Tables_2026.ods + source_url: https://assets.publishing.service.gov.uk/media/6aa25fa64e17456e2cdf5291/Lifetime_ISA_Tables_2026.ods + sha256: bba1520b58072a71ad90fd32992a3226ba3b54e806dc9330b132bb7136502231 + size_bytes: 17089 + fetched_at: '2026-10-28T19:36:55+00:00' + storage: + r2: + provider: r2 + bucket: ledger-raw + key: raw/uk/hmrc/hmrc-lisa-statistics-2026/2026/bba1520b58072a71ad90fd32992a3226ba3b54e806dc9330b132bb7136502231/Lifetime_ISA_Tables_2026.ods + uri: r2://ledger-raw/raw/uk/hmrc/hmrc-lisa-statistics-2026/2026/bba1520b58072a71ad90fd32992a3226ba3b54e806dc9330b132bb7136502231/Lifetime_ISA_Tables_2026.ods diff --git a/packages/hmrc/cash_isa_limit_reduction_2026/source_package.yaml b/packages/hmrc/cash_isa_limit_reduction_2026/source_package.yaml new file mode 100644 index 00000000..8c76d02a --- /dev/null +++ b/packages/hmrc/cash_isa_limit_reduction_2026/source_package.yaml @@ -0,0 +1,151 @@ +# HMRC, Cash Individual Savings Account (ISA) limit reduction: tax information and impact +# note (published 17 September 2026), archived HTML on the html_tables_and_text +# document-numbers lane, for PolicyEngine/microcosm#1415. Written by +# packages/hmrc/isa_statistics_2026/build_package.py from the pinned page. +# +# One sentence, two facts: in 2022-23, 78% of cash ISA subscribers aged under 65 +# subscribed less than GBP 12,000 to a cash ISA and 22% subscribed over GBP 12,000. The +# note names no data source, so the shares carry provenance_class model_output (a policy +# paper's estimate). The sentence does not place a subscription of exactly GBP 12,000, +# and does not say whether a subscriber who also paid into a stocks and shares ISA is +# counted on the cash amount alone. The page's other '22%' (the flat-rate charge on +# interest on cash held in non-cash ISAs) is a rate, not this share, and is not ported. +# Budget 2026 (28 October 2026) announced that the GBP 12,000 limit will not go ahead. +# +schema_version: ledger.source_package.v1 +package_id: hmrc-cash-isa-limit-reduction-2026 +label: 'HMRC cash ISA limit reduction impact note: shares of cash ISA subscribers aged under 65 either + side of GBP 12,000, 2022-23' +dimension_labels: + cash_isa_subscription_band: Cash ISA subscription relative to GBP 12,000 + isa_type: ISA type +dimension_value_labels: + cash_isa_subscription_band: + under_12000: Less than GBP 12,000 + over_12000: Over GBP 12,000 + isa_type: + cash: Cash ISA +artifact: + source_name: hmrc + source_table: 'Cash Individual Savings Account (ISA) limit reduction: tax information and impact note' + resource_package: db + resource_directory: data/hmrc/cash_isa_limit_reduction_2026 + manifest: manifest.yaml + vintage: tiin_2026_09 + extracted_at: '2026-10-28' + extraction_method: HTML table and document-text number parse of the archived impact note + parser: html_tables_and_text + artifact_year: 2026 +record_sets: +- record_set_id: hmrc.cash_isa_limit_reduction_2026.cash_subscribers_under_65.ty2022 + provenance_class: model_output + assertion: observation + record_set_spec_id: hmrc.cash_isa_limit_reduction_2026.cash_subscribers_under_65.ty2022.v1 + source_record_id_prefix: hmrc.cash_isa_limit_reduction_2026.cash_subscribers_under_65.ty2022 + sheet_name: document_numbers + period_type: tax_year + period: 2022 + period_coverage: + start_date: '2022-04-06' + end_date: '2023-04-05' + basis: tax + source_period_label: 2022 to 2023 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: cash_isa_subscriber + domain: individual_savings_accounts + groupby_dimension: cash_isa_subscription_band + shared_filters: + isa_type: cash + shared_constraints: + - variable: isa_type + operator: == + value: cash + label: ISA subscribed to + - variable: age + operator: < + value: 65 + unit: years + label: Aged under 65 + rows: + - value_id: under_12000 + label: Less than GBP 12,000 + ordinal: 0 + row_number: 41 + expected_row_header_column: D + expected_row_header: '78' + table_record_kind: detail + filters: + cash_isa_subscription_band: under_12000 + constraints: + - variable: cash_isa_subscription_band + operator: == + value: under_12000 + label: Cash ISA subscription band + - variable: cash_isa_subscription_amount + operator: < + value: 12000 + unit: gbp + label: Cash ISA subscription relative to GBP 12,000 + guard_cells: + - column: A + row: 41 + expected_value: 91 + label: HTML element index + - column: C + row: 41 + expected_value: In 2022 to 2023, 78% of cash ISA subscribers aged under 65 subscribed less than + £12,000 to a cash ISA and 22% subscribed over £12,000. + label: paragraph text + - value_id: over_12000 + label: Over GBP 12,000 + ordinal: 1 + row_number: 44 + expected_row_header_column: D + expected_row_header: '22' + table_record_kind: detail + filters: + cash_isa_subscription_band: over_12000 + constraints: + - variable: cash_isa_subscription_band + operator: == + value: over_12000 + label: Cash ISA subscription band + - variable: cash_isa_subscription_amount + operator: '>' + value: 12000 + unit: gbp + label: Cash ISA subscription relative to GBP 12,000 + guard_cells: + - column: A + row: 44 + expected_value: 91 + label: HTML element index + - column: C + row: 44 + expected_value: In 2022 to 2023, 78% of cash ISA subscribers aged under 65 subscribed less than + £12,000 to a cash ISA and 22% subscribed over £12,000. + label: paragraph text + measures: + - measure_id: share_of_cash_subscribers + label: Share of cash ISA subscribers aged under 65 + ordinal: 0 + column: E + source_column_id: share_of_cash_subscribers + expected_column_header_row: 1 + expected_column_header: numeric_value + concept: hmrc.cash_isa_subscribers_share + source_concept: hmrc.cash_isa_subscribers_share + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/publications/reduction-in-the-cash-individual-savings-account-isa-limit/cash-individual-savings-account-isa-limit-reduction + concept_evidence_notes: 'HMRC impact note, impact on individuals: In 2022 to 2023, 78% of cash ISA + subscribers aged under 65 subscribed less than £12,000 to a cash ISA and 22% subscribed over £12,000. + The note names no data source.' + unit: percent + aggregation: share + value_scale: 1 + expected_cell_type: number diff --git a/packages/hmrc/isa_statistics_2026/build_package.py b/packages/hmrc/isa_statistics_2026/build_package.py new file mode 100644 index 00000000..a585e405 --- /dev/null +++ b/packages/hmrc/isa_statistics_2026/build_package.py @@ -0,0 +1,1978 @@ +#!/usr/bin/env python3 +"""Author the HMRC annual savings statistics 2026 packages (PolicyEngine/microcosm#1415). + +Writes three source packages from the bytes their manifests pin under ``db/data``. +Nothing is downloaded and no value is computed: + +- ``hmrc-isa-statistics-2026``: ISA Tables 9.4, 9.6 and 9.7 to 9.12 (September 2026); +- ``hmrc-lisa-statistics-2026``: Lifetime ISA Table 1a, yearly withdrawals; +- ``hmrc-cash-isa-limit-reduction-2026``: the cash ISA limit impact note's shares of + under-65 cash ISA subscribers either side of GBP 12,000 in 2022-23. + +Every selector is located by matching the publisher's text in Chronicle's own parse of +the file, and every match is asserted, so a re-run against different bytes fails +rather than drifting. + +Usage:: + + uv run python packages/hmrc/isa_statistics_2026/build_package.py + uv run python packages/hmrc/isa_statistics_2026/build_package.py --check +""" + +from __future__ import annotations + +import argparse +import hashlib +import re +import sys +from pathlib import Path + +import yaml + +from chronicle.sources.cells import ( + SourceArtifactMetadata, + source_cells_from_html_tables_and_text, + source_cells_from_ods, +) + +PACKAGE_DIR = Path(__file__).resolve().parent +REPO_ROOT = PACKAGE_DIR.parents[2] + +RELEASE_URL = "https://www.gov.uk/government/statistics/annual-savings-statistics-2026" +METHODOLOGY_URL = ( + RELEASE_URL + "/annual-savings-statistics-background-and-methodology" +) +IMPACT_NOTE_URL = ( + "https://www.gov.uk/government/publications/" + "reduction-in-the-cash-individual-savings-account-isa-limit/" + "cash-individual-savings-account-isa-limit-reduction" +) + +ISA_PACKAGE_ID = "hmrc-isa-statistics-2026" +ISA_DIR = "hmrc/isa_statistics_2026" +ISA_FILE = "Individual_Savings_Account_Tables_2026.ods" +ISA_SHA256 = "a0eaf90801fadc293c1187e8bcd66983b37a0fe81028d9a04b3e6dd71bd10e3b" +ISA_PREFIX = "hmrc.isa_statistics_2026" +ISA_SHEETS = ( + "Cover_Sheet", + "Contents", + "9_4_ISA_subscriptions", + "9_6_ISA_market_values", + "9_7_ISA_subs_by_income", + "9_8_ISA_subs_by_age_sex", + "9_9_ISA_subs_by_country_region", + "9_10_ISA_market_values_income", + "9_11ISA_market_value_by_age_sex", + "9_12ISA_market_values_by_region", +) + +LISA_PACKAGE_ID = "hmrc-lisa-statistics-2026" +LISA_DIR = "hmrc/lisa_statistics_2026" +LISA_FILE = "Lifetime_ISA_Tables_2026.ods" +LISA_SHA256 = "bba1520b58072a71ad90fd32992a3226ba3b54e806dc9330b132bb7136502231" +LISA_PREFIX = "hmrc.lisa_statistics_2026" +LISA_SHEETS = ("Cover_sheet", "Lifetime_ISA_sheet") + +NOTE_PACKAGE_ID = "hmrc-cash-isa-limit-reduction-2026" +NOTE_DIR = "hmrc/cash_isa_limit_reduction_2026" +NOTE_FILE = "cash-individual-savings-account-isa-limit-reduction.html" +NOTE_SHA256 = "3a27fd6017afd85a1167e3acb3687d6312ea32c07f1101535f888279bd2c6212" +NOTE_PREFIX = "hmrc.cash_isa_limit_reduction_2026" + +UK = { + "geography_id": "K02000001", + "geography_level": "country", + "geography_name": "United Kingdom", + "geography_vintage": "current", +} +DOMAIN = "individual_savings_accounts" +SURVEY = ( + "Survey of Personal Incomes matched to ISA managers' returns of individual " + "accounts (ISACOMM100)" +) +THOUSANDS_HEADING = ( + "The column headings say '(thousands)', but the cells are counts of individuals: " + "only that reading matches HMRC's commentary (13.05 million subscribers in " + "2023 to 2024), so value_scale is 1." +) +TABLES_9_7_TO_9_12 = ( + "HMRC estimates Tables 9.7 to 9.12 from a sample of individuals' ISA accounts " + "matched to the Survey of Personal Incomes and calibrated to the totals in " + "Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal " + "Incomes. Innovative Finance ISA holders are not included." +) + +# ---------------------------------------------------------------- parsing + + +def artifact_meta(path: Path) -> SourceArtifactMetadata: + return SourceArtifactMetadata( + source_name="hmrc", + source_table=path.name, + source_file=path.name, + url=None, + vintage="x", + sha256="0", + size_bytes=0, + extracted_at="x", + extraction_method="x", + ) + + +def pinned_bytes(directory: str, filename: str, sha256: str) -> tuple[Path, bytes]: + path = REPO_ROOT / "db/data" / directory / filename + content = path.read_bytes() + digest = hashlib.sha256(content).hexdigest() + assert digest == sha256, f"{path} has SHA-256 {digest}, expected {sha256}" + return path, content + + +def ods_sheets( + directory: str, filename: str, sha256: str, expected_sheets: tuple[str, ...] +) -> dict[str, dict[tuple[int, str], object]]: + """Map sheet -> (row, column letter) -> raw value, from Chronicle's own parse.""" + path, content = pinned_bytes(directory, filename, sha256) + cells = source_cells_from_ods( + content, artifact_meta(path), coerce_numeric_text=True + ) + sheets: dict[str, dict[tuple[int, str], object]] = {} + order: list[str] = [] + for cell in cells: + if cell.sheet_name not in sheets: + sheets[cell.sheet_name] = {} + order.append(cell.sheet_name) + if cell.raw_value in (None, ""): + continue + column = re.match(r"[A-Z]+", cell.address).group(0) + sheets[cell.sheet_name][(cell.row_number, column)] = cell.raw_value + assert tuple(order) == expected_sheets, order + return sheets + + +def column_letter(index: int) -> str: + letters = "" + while index: + index, remainder = divmod(index - 1, 26) + letters = chr(65 + remainder) + letters + return letters + + +def columns(first: str, count: int) -> list[str]: + start = 0 + for char in first: + start = start * 26 + ord(char) - 64 + return [column_letter(start + offset) for offset in range(count)] + + +def only_row( + grid: dict, column: str, text: str, *, after: int = 0, before: int = 10**6 +) -> int: + rows = [ + row + for (row, col), value in grid.items() + if col == column and value == text and after < row < before + ] + assert len(rows) == 1, (column, text, after, before, rows) + return rows[0] + + +def expect(grid: dict, row: int, column: str, value: object) -> None: + assert grid.get((row, column)) == value, (row, column, grid.get((row, column)), value) + + +def is_number(value: object) -> bool: + return isinstance(value, (int, float)) and not isinstance(value, bool) + + +def note_text(grid: dict, row: int) -> str: + value = grid.get((row, "A")) + assert isinstance(value, str), (row, value) + return value + + +# ---------------------------------------------------------------- shapes + + +def constraint( + variable: str, operator: str, value: object, label: str, unit: str | None = None +) -> dict: + item = {"variable": variable, "operator": operator, "value": value} + if unit is not None: + item["unit"] = unit + item["label"] = label + return item + + +def category(variable: str, value: str, label: str) -> tuple[dict, list[dict]]: + """A publisher category as a filter and, unless it is 'all', a constraint.""" + filters = {variable: value} + constraints = [] if value == "all" else [constraint(variable, "==", value, label)] + return filters, constraints + + +def money_band(label: str) -> tuple[int, int | None]: + """'£1-£2,000' -> (1, 2000); '£20,000' -> (20000, 20000); '£150,001 or more' -> + (150001, None).""" + text = re.sub(r"\s*\(thousands\)$", "", label) + match = re.fullmatch(r"£([\d,]+)-£([\d,]+)", text) + if match: + low, high = (int(part.replace(",", "")) for part in match.groups()) + assert low < high, label + return low, high + match = re.fullmatch(r"£([\d,]+) or more", text) + if match: + return int(match.group(1).replace(",", "")), None + match = re.fullmatch(r"£([\d,]+)", text) + assert match, label + value = int(match.group(1).replace(",", "")) + return value, value + + +def band_id(prefix: str, low: int, high: int | None) -> str: + return f"{prefix}_{low}_plus" if high is None else f"{prefix}_{low}_to_{high}" + + +def coverage_tax_year(opening: int, label: str, notes: str | None = None) -> dict: + coverage = { + "start_date": f"{opening}-04-06", + "end_date": f"{opening + 1}-04-05", + "basis": "tax", + "source_period_label": label, + } + if notes: + coverage["notes"] = notes + return coverage + + +def coverage_year_end(opening: int, label: str, notes: str | None = None) -> dict: + """A stock dated at the end of the tax year (5 April).""" + coverage = { + "start_date": f"{opening + 1}-04-05", + "end_date": f"{opening + 1}-04-05", + "basis": "tax", + "source_period_label": label, + } + if notes: + coverage["notes"] = notes + return coverage + + +def row_entry( + *, + value_id: str, + label: str, + ordinal: int, + row_number: int, + header_column: str, + header: object, + kind: str, + filters: dict | None = None, + constraints: list[dict] | None = None, + geography: dict | None = None, + guards: list[dict] | None = None, +) -> dict: + entry: dict = { + "value_id": value_id, + "label": label, + "ordinal": ordinal, + "row_number": row_number, + "expected_row_header_column": header_column, + "expected_row_header": header, + } + if geography: + entry.update(geography) + entry["table_record_kind"] = kind + if filters: + entry["filters"] = filters + if constraints: + entry["constraints"] = constraints + if guards: + entry["guard_cells"] = guards + return entry + + +def guard(column: str, row: int, value: object, label: str) -> dict: + return {"column": column, "row": row, "expected_value": value, "label": label} + + +def measure_entry( + *, + measure_id: str, + label: str, + ordinal: int, + column: str, + header_row: int, + header: object, + concept: str, + unit: str, + value_scale: int | None, + notes: str, + evidence_url: str = RELEASE_URL, + aggregation: str = "sum", + filters: dict | None = None, + constraints: list[dict] | None = None, +) -> dict: + entry: dict = { + "measure_id": measure_id, + "label": label, + "ordinal": ordinal, + "column": column, + "source_column_id": measure_id, + "expected_column_header_row": header_row, + "expected_column_header": header, + "concept": concept, + "source_concept": concept, + "concept_relation": "source_label", + "concept_authority": "hmrc", + "concept_evidence_url": evidence_url, + "concept_evidence_notes": notes, + "unit": unit, + "aggregation": aggregation, + } + if value_scale is not None: + entry["value_scale"] = value_scale + entry["expected_cell_type"] = "number" + if filters: + entry["filters"] = filters + if constraints: + entry["constraints"] = constraints + return entry + + +def record_set( + *, + record_set_id: str, + sheet: str, + period: int, + coverage: dict, + provenance: str, + entity_role: str, + groupby: str, + rows: list[dict], + measures: list[dict], + geography: dict = UK, + shared: tuple[dict, list[dict]] | None = None, + survey: str | None = None, +) -> dict: + payload: dict = {"record_set_id": record_set_id, "provenance_class": provenance} + if survey is not None: + payload["survey_instrument"] = survey + payload.update( + { + "assertion": "observation", + "record_set_spec_id": f"{record_set_id}.v1", + "source_record_id_prefix": record_set_id, + "sheet_name": sheet, + "period_type": "tax_year", + "period": period, + "period_coverage": coverage, + } + ) + payload.update(geography) + payload.update( + { + "entity": "person", + "entity_role": entity_role, + "domain": DOMAIN, + "groupby_dimension": groupby, + } + ) + if shared is not None: + filters, constraints = shared + if filters: + payload["shared_filters"] = filters + if constraints: + payload["shared_constraints"] = constraints + payload["rows"] = rows + payload["measures"] = measures + return payload + + +# ------------------------------------------------- publisher vocabularies + +INCOME_LABELS = ( + "£0-£12,570", + "£12,571-£20,000", + "£20,001-£30,000", + "£30,001-£40,000", + "£40,001-£50,270", + "£50,271-£60,000", + "£60,001-£80,000", + "£80,001-£100,000", + "£100,001-£125,140", + "£125,141-£150,000", + "£150,001 or more", +) +SUBSCRIPTION_HEADERS = ( + "£1-£2,000 (thousands)", + "£2,001-£4,000 (thousands)", + "£4,001-£6,000 (thousands)", + "£6,001-£8,000 (thousands)", + "£8,001-£10,000 (thousands)", + "£10,001-£12,000 (thousands)", + "£12,001-£14,000 (thousands)", + "£14,001-£16,000 (thousands)", + "£16,001-£18,000 (thousands)", + "£18,001-£19,999 (thousands)", + "£20,000 (thousands)", +) +MARKET_VALUE_HEADERS = ( + "£1-£2,499 (thousands)", + "£2,500-£4,999 (thousands)", + "£5,000-£9,999 (thousands)", + "£10,000-£14,999 (thousands)", + "£15,000-£19,999 (thousands)", + "£20,000-£24,999 (thousands)", + "£25,000-£34,999 (thousands)", + "£35,000-£49,999 (thousands)", + "£50,000-£74,999 (thousands)", + "£75,000-£99,999 (thousands)", + "£100,000-£199,999 (thousands)", + "£200,000 or more (thousands)", +) +ALL_SUBSCRIPTIONS = "All Subscriptions (thousands)" +NO_FURTHER = "No Further Subscription (thousands)" +ALL_HOLDERS = "All ISA Holders (thousands)" +TOTAL_HOLDERS = "Total (thousands)" +AVERAGE_VALUE = "Average ISA Market Value (£)" +SHARE_OF_ADULTS = "Percentage of All Adults (%)" + +ISA_TYPES = { + "all": "All Adult ISA types", + "cash_only": "Cash ISA only", + "stocks_and_shares_only": "Stocks and shares ISA only", + "cash_and_stocks_and_shares": "Cash and stocks and shares ISAs", +} +SUBSCRIBER_BLOCKS_9_7 = ( + ( + "all", + "Range of Income of All ISA Subscribers (maximum combined subscription £20,000)", + ), + ("cash_only", "Range of Income of Cash ISA Subscribers Only"), + ("stocks_and_shares_only", "Range of Income of Stocks & Shares ISA Subscribers Only"), + ( + "cash_and_stocks_and_shares", + "Range of Income of Cash and Stocks & Shares ISA Subscribers", + ), +) +HOLDER_BLOCKS_9_10 = ( + ("all", "Range of Income of All ISA Holders"), + ("cash_only", "Range of Income of Cash ISA Holders Only"), + ("stocks_and_shares_only", "Range of Income of Stocks & Shares ISA Holders Only"), + ("cash_and_stocks_and_shares", "Range of Income of Cash and Stocks & Shares ISA Holders"), +) +TYPE_COLUMNS_9_8 = ( + ("cash_only", "Cash ISA (thousands)"), + ("stocks_and_shares_only", "Stocks & Shares ISA (thousands)"), + ("cash_and_stocks_and_shares", "Stocks & Shares and Cash ISA (thousands)"), +) +AGE_LABELS = ( + "Under 24", + "24-26", + "27-29", + "30-32", + "33-35", + "36-38", + "39-41", + "42-44", + "45-47", + "48-50", + "51-53", + "54-56", + "57-59", + "60-62", + "63-65", + "66-68", + "69-71", + "72-74", + "75-77", + "78-80", + "81 and over", +) +SEXES = (("male", "Male "), ("female", "Female "), ("all", "")) +REGIONS = ( + ("E12000001", "North East", "E12000001", "region"), + ("E12000002", "North West and Merseyside", "E12000002", "region"), + ("E12000003", "Yorkshire and the Humber", "E12000003", "region"), + ("E12000004", "East Midlands", "E12000004", "region"), + ("E12000005", "West Midlands", "E12000005", "region"), + ("E12000006", "East of England", "E12000006", "region"), + ("E12000007", "London", "E12000007", "region"), + ("E12000008", "South East", "E12000008", "region"), + ("E12000009", "South West", "E12000009", "region"), + ("[no code]", "Total", "E92000001", "country"), + ("W99999999", "Wales", "W92000004", "country"), + ("S99999999", "Scotland", "S92000003", "country"), + ("N99999999", "Northern Ireland", "N92000002", "country"), + ("[no code]", "Overseas and Unknown", "hmrc:overseas_and_unknown", "statistical_scope"), + ("K02000001", "United Kingdom", "K02000001", "country"), +) +GEOGRAPHY_NAMES = { + "E92000001": "England", + "W92000004": "Wales", + "S92000003": "Scotland", + "N92000002": "Northern Ireland", + "hmrc:overseas_and_unknown": "Overseas and unknown", + "K02000001": "United Kingdom", +} + +# ------------------------------------------------------------ row builders + + +def income_rows(grid: dict, first_row: int, guards: list[dict]) -> list[dict]: + rows = [] + previous_high: int | None = None + for ordinal, label in enumerate(INCOME_LABELS): + row = first_row + ordinal + expect(grid, row, "A", label) + low, high = money_band(label) + value_id = band_id("income", low, high) + filters, constraints = category("isa_income_band", value_id, "ISA income band") + if previous_high is not None: + constraints.append( + constraint("total_income", ">", previous_high, "Total income lower bound", "gbp") + ) + if high is not None: + constraints.append( + constraint("total_income", "<=", high, "Total income upper bound", "gbp") + ) + previous_high = high + rows.append( + row_entry( + value_id=value_id, + label=f"Total income {label}", + ordinal=ordinal, + row_number=row, + header_column="A", + header=label, + kind="detail", + filters=filters, + constraints=constraints, + guards=guards, + ) + ) + total_row = first_row + len(INCOME_LABELS) + expect(grid, total_row, "A", "All ranges") + rows.append( + row_entry( + value_id="all", + label="All income ranges", + ordinal=len(INCOME_LABELS), + row_number=total_row, + header_column="A", + header="All ranges", + kind="total", + filters={"isa_income_band": "all"}, + guards=guards, + ) + ) + return rows + + +def age_rows(grid: dict, first_row: int, prefix: str, guards: list[dict] | None) -> list[dict]: + rows = [] + for ordinal, label in enumerate(AGE_LABELS): + row = first_row + ordinal + header = f"{prefix}{label}" + expect(grid, row, "A", header) + if label == "Under 24": + value_id, bounds = "age_under_24", [("<", 24, "Age upper bound")] + display = label + elif label == "81 and over": + value_id, bounds = "age_81_plus", [(">=", 81, "Age lower bound")] + display = label + else: + low, high = (int(part) for part in label.split("-")) + value_id = f"age_{low}_to_{high}" + bounds = [(">=", low, "Age lower bound"), ("<=", high, "Age upper bound")] + display = f"{low} to {high}" + filters, constraints = category("age_band", value_id, "Age band") + constraints.extend( + constraint("age", operator, value, text, "years") for operator, value, text in bounds + ) + rows.append( + row_entry( + value_id=value_id, + label=display, + ordinal=ordinal, + row_number=row, + header_column="A", + header=header, + kind="detail", + filters=filters, + constraints=constraints, + guards=guards, + ) + ) + total_row = first_row + len(AGE_LABELS) + total_header = f"{prefix}Total" + expect(grid, total_row, "A", total_header) + rows.append( + row_entry( + value_id="all", + label="All ages", + ordinal=len(AGE_LABELS), + row_number=total_row, + header_column="A", + header=total_header, + kind="total", + filters={"age_band": "all"}, + guards=guards, + ) + ) + return rows + + +def region_rows(grid: dict, england_row: int, *, skip: tuple[str, ...] = ()) -> list[dict]: + """Rows of Tables 9.9 and 9.12, from the row after the 'England' heading.""" + expect(grid, england_row, "A", "[no code]") + expect(grid, england_row, "B", "England") + rows = [] + ordinal = 0 + for offset, (code, name, geography_id, level) in enumerate(REGIONS, start=1): + row = england_row + offset + expect(grid, row, "A", code) + expect(grid, row, "B", name) + if geography_id in skip: + continue + guards = [guard("A", row, code, "Area code as published")] + if geography_id == "E92000001": + guards.append(guard("B", england_row, "England", "England section heading")) + geography = { + "geography_id": geography_id, + "geography_level": level, + "geography_name": GEOGRAPHY_NAMES.get(geography_id, name), + "geography_vintage": "current", + } + kind = "total" if geography_id in ("E92000001", "K02000001") else "detail" + rows.append( + row_entry( + value_id=geography_id.replace("hmrc:", ""), + label=GEOGRAPHY_NAMES.get(geography_id, name), + ordinal=ordinal, + row_number=row, + header_column="B", + header=name, + kind=kind, + geography=geography, + guards=guards, + ) + ) + ordinal += 1 + expect(grid, england_row + len(REGIONS) + 1, "A", "End of worksheet") + return rows + + +# --------------------------------------------------------- measure builders + + +def subscription_measures(header_row: int, first_column: str, notes: str) -> list[dict]: + letters = columns(first_column, len(SUBSCRIPTION_HEADERS) + 1) + measures = [] + previous_high = 0 + for ordinal, header in enumerate(SUBSCRIPTION_HEADERS): + low, high = money_band(header) + value_id = band_id("subscription", low, high) + filters, constraints = category( + "isa_subscription_band", value_id, "ISA subscription band" + ) + if low == high: + constraints.append( + constraint("isa_subscription_amount", "==", low, "ISA subscription", "gbp") + ) + else: + constraints.append( + constraint( + "isa_subscription_amount", ">", previous_high, + "ISA subscription lower bound", "gbp", + ) + ) + next_low = money_band(SUBSCRIPTION_HEADERS[ordinal + 1])[0] + operator, bound = ("<", next_low) if next_low == high + 1 and next_low == 20000 else ("<=", high) + constraints.append( + constraint( + "isa_subscription_amount", operator, bound, + "ISA subscription upper bound", "gbp", + ) + ) + previous_high = high + measures.append( + measure_entry( + measure_id=value_id, + label=f"Individuals subscribing {header.removesuffix(' (thousands)')}", + ordinal=ordinal, + column=letters[ordinal], + header_row=header_row, + header=header, + concept="hmrc.isa_subscribers", + unit="count", + value_scale=1, + notes=notes, + filters=filters, + constraints=constraints, + ) + ) + measures.append( + measure_entry( + measure_id="all_subscriptions", + label="All individuals subscribing", + ordinal=len(SUBSCRIPTION_HEADERS), + column=letters[-1], + header_row=header_row, + header=ALL_SUBSCRIPTIONS, + concept="hmrc.isa_subscribers", + unit="count", + value_scale=1, + notes=notes, + filters={"isa_subscription_band": "all"}, + ) + ) + return measures + + +def holder_status_measures( + header_row: int, no_further_column: str, all_column: str, notes: str +) -> list[dict]: + no_filters, no_constraints = category( + "isa_subscription_band", "none", "ISA subscription band" + ) + no_constraints.append( + constraint("isa_subscription_amount", "==", 0, "No further subscription in the year", "gbp") + ) + return [ + measure_entry( + measure_id="no_further_subscription", + label="ISA holders who made no further subscription in the year", + ordinal=0, + column=no_further_column, + header_row=header_row, + header=NO_FURTHER, + concept="hmrc.isa_holders", + unit="count", + value_scale=1, + notes=notes, + filters=no_filters, + constraints=no_constraints, + ), + measure_entry( + measure_id="all_holders", + label="All ISA holders", + ordinal=1, + column=all_column, + header_row=header_row, + header=ALL_HOLDERS, + concept="hmrc.isa_holders", + unit="count", + value_scale=1, + notes=notes, + filters={"isa_subscription_band": "all"}, + ), + ] + + +def market_value_measures( + header_row: int, first_column: str, notes: str, average_notes: str +) -> list[dict]: + letters = columns(first_column, len(MARKET_VALUE_HEADERS) + 2) + measures = [] + for ordinal, header in enumerate(MARKET_VALUE_HEADERS): + low, high = money_band(header) + value_id = band_id("market_value", low, high) + filters, constraints = category( + "isa_market_value_band", value_id, "ISA market value band" + ) + if ordinal == 0: + constraints.append( + constraint("isa_market_value", ">", 0, "ISA market value lower bound", "gbp") + ) + else: + constraints.append( + constraint("isa_market_value", ">=", low, "ISA market value lower bound", "gbp") + ) + if high is not None: + constraints.append( + constraint("isa_market_value", "<", high + 1, "ISA market value upper bound", "gbp") + ) + measures.append( + measure_entry( + measure_id=value_id, + label=f"ISA holders with market value {header.removesuffix(' (thousands)')}", + ordinal=ordinal, + column=letters[ordinal], + header_row=header_row, + header=header, + concept="hmrc.isa_holders", + unit="count", + value_scale=1, + notes=notes, + filters=filters, + constraints=constraints, + ) + ) + measures.append( + measure_entry( + measure_id="all_holders", + label="All ISA holders", + ordinal=len(MARKET_VALUE_HEADERS), + column=letters[-2], + header_row=header_row, + header=TOTAL_HOLDERS, + concept="hmrc.isa_holders", + unit="count", + value_scale=1, + notes=notes, + filters={"isa_market_value_band": "all"}, + ) + ) + measures.append( + measure_entry( + measure_id="average_market_value", + label="Average ISA market value per holder", + ordinal=len(MARKET_VALUE_HEADERS) + 1, + column=letters[-1], + header_row=header_row, + header=AVERAGE_VALUE, + concept="hmrc.isa_mean_market_value_per_holder", + unit="gbp", + value_scale=1, + notes=average_notes, + aggregation="mean", + filters={"isa_market_value_band": "all"}, + ) + ) + return measures + + +# ----------------------------------------------------------------- tables + + +def table_9_4(grid: dict) -> list[dict]: + sheet = "9_4_ISA_subscriptions" + expect(grid, 1, "A", "9.4: Individual Savings Accounts (ISAs)") + units_note = note_text(grid, 5) + assert units_note == "Numbers are in thousands, Amounts are in £ million and Averages are in £.", units_note + returns_note = note_text(grid, 3) + assert returns_note.startswith("The below tables shows the number of ISAs to which subscriptions"), returns_note + limit_note = note_text(grid, 4) + assert "which is not reported in these statistics" in limit_note, limit_note + sections = ( + ( + "accounts", + "Number of accounts subscribed in current year (thousands)", + "hmrc.isa_accounts_subscribed", + "count", + 1000, + "Stocks and Shares Insurance Component", + ), + ( + "amounts", + "Amounts subscribed (£ million)", + "hmrc.isa_amount_subscribed", + "gbp", + 1000000, + "Stocks and shares insurance component", + ), + ) + components = ( + ("cash", "Cash ISA", "Cash ISA"), + ("stocks_and_shares", "Stock and Shares ISA", "Stocks and shares ISA"), + ("innovative_finance", "Innovative Finance ISA", "Innovative Finance ISA"), + ("lifetime", "Lifetime ISA", "Lifetime ISA"), + ("all", "Total", "All Adult ISAs"), + ("stocks_and_shares_insurance", None, "Stocks and shares insurance component"), + ) + year_columns = columns("B", 17) + junior_row = only_row(grid, "A", "Junior ISAs (introduced from 1 November 2011)") + record_sets = [] + for section, heading, concept, unit, scale, insurance_label in sections: + header_row = only_row(grid, "A", heading, before=junior_row) + for column_index, column in enumerate(year_columns): + opening = 2008 + column_index + year_label = grid[(header_row, column)] + expected_label = f"{opening} to {opening + 1}" + ( + "[provisional]" if opening == 2024 else "" + ) + assert re.sub(r"\s+$", "", str(year_label)) == expected_label, (year_label, expected_label) + rows = [] + for ordinal, (component, label, readable) in enumerate(components): + row = header_row + 1 + ordinal + published = label if label is not None else insurance_label + expect(grid, row, "A", published) + value = grid.get((row, column)) + if not is_number(value): + assert value == "[not available]", (row, column, value) + continue + filters, constraints = category("isa_component", component, "ISA component") + rows.append( + row_entry( + value_id=component, + label=readable, + ordinal=len(rows), + row_number=row, + header_column="A", + header=published, + kind="total" if component == "all" else "detail", + filters=filters, + constraints=constraints, + ) + ) + notes = ( + f"Table 9.4, {heading}, {year_label}. Adult ISAs only (Junior ISAs are " + "not ported). The counts are of accounts subscribed to in the year, not " + "of individuals. " + units_note + " " + returns_note + " The Total row " + "is the sum of the cash, stocks and shares, Innovative Finance and " + "Lifetime ISA rows; the stocks and shares insurance component row is " + "not added into it. " + limit_note + ) + provisional = ( + "HMRC marks 2024 to 2025 as provisional." if opening == 2024 else None + ) + record_sets.append( + record_set( + record_set_id=f"{ISA_PREFIX}.table9_4.{section}.ty{opening}", + sheet=sheet, + period=opening, + coverage=coverage_tax_year(opening, str(year_label).strip(), provisional), + provenance="administrative", + entity_role="isa_subscriber", + groupby="isa_component", + rows=rows, + measures=[ + measure_entry( + measure_id=section, + label=( + "Accounts subscribed to in the year" + if section == "accounts" + else "Amount subscribed in the year" + ), + ordinal=0, + column=column, + header_row=header_row, + header=year_label, + concept=concept, + unit=unit, + value_scale=scale, + notes=notes, + ) + ], + ) + ) + return record_sets + + +SHARES_TRADED = "Shares traded on a recognised stock exchange in the EEA & UK" +UCITS = ( + "Units/Shares in Undertaking for Collective Investment In Transferable Securities" +) +MARKET_VALUE_LINES = ( + ("Adult ISAs : Stocks & Shares Component", None), + ("Shares", ("stocks_and_shares", "shares", "detail")), + (SHARES_TRADED, ("stocks_and_shares", "shares_traded_on_a_recognised_exchange", "detail")), + ("Securities", ("stocks_and_shares", "securities", "detail")), + ("Gilts", ("stocks_and_shares", "gilts", "detail")), + ("Unit Trusts", ("stocks_and_shares", "unit_trusts", "detail")), + ( + "Shares in Open Ended Investment Companies (OEICs)", + ("stocks_and_shares", "open_ended_investment_companies", "detail"), + ), + ("Corporate Bond Funds", ("stocks_and_shares", "corporate_bond_funds", "detail")), + ("Investment Trusts", ("stocks_and_shares", "investment_trusts", "detail")), + (UCITS, ("stocks_and_shares", "ucits", "detail")), + ("Surrender value of policies", ("stocks_and_shares", "surrender_value_of_policies", "detail")), + ("Cash on deposit", ("stocks_and_shares", "cash_on_deposit", "detail")), + ("Total ISA and PEP Stocks & Shares Funds", ("stocks_and_shares", "all", "total")), + ("Adult ISAs: Cash Component", None), + ("Other Investment Products", ("cash", "other_investment_products", "detail")), + ("Cash on deposit", ("cash", "cash_on_deposit", "detail")), + ("Total ISA Cash Component (including TESSA)", ("cash", "all", "total")), + ("Adult ISAs : Innovative Finance Component", None), + ( + "Outstanding principal balance of Innovative Finance loans", + ("innovative_finance", "innovative_finance_loans", "detail"), + ), + ("Cash on deposit", ("innovative_finance", "cash_on_deposit", "detail")), + ("Total ISA Innovative Finance Component", ("innovative_finance", "all", "total")), + ("Total Adult ISA and PEP Funds", ("all", "all", "total")), +) + + +def table_9_6(grid: dict) -> list[dict]: + sheet = "9_6_ISA_market_values" + expect(grid, 1, "A", "9.6: Individual Savings Accounts (ISAs)") + lisa_note = note_text(grid, 8) + assert lisa_note == ( + "Lifetime ISAs market values are included in the overall total market values " + "for Cash ISAs and Stocks and Shares ISAs." + ), lisa_note + tessa_note = note_text(grid, 5) + assert tessa_note.startswith("Market values of Unit Trusts"), tessa_note + policy_note = note_text(grid, 4) + assert policy_note.startswith("The surrender value of policies"), policy_note + revision_note = note_text(grid, 9) + assert revision_note.startswith("Total ISA and PEP Stocks & Shares Funds"), revision_note + header_row = only_row(grid, "A", "Tax Year") + year_columns = columns("B", 14) + record_sets = [] + for column_index, column in enumerate(year_columns): + opening = 2011 + column_index + year_label = grid[(header_row, column)] + assert year_label == f"{opening} to {opening + 1} (£ million)", year_label + rows = [] + section_row = None + for offset, (label, spec) in enumerate(MARKET_VALUE_LINES, start=1): + row = header_row + offset + expect(grid, row, "A", label) + if spec is None: + section_row = row + continue + component, asset, kind = spec + value = grid.get((row, column)) + if not is_number(value): + assert value == "[not available]", (row, column, value) + continue + filters, constraints = category("isa_component", component, "ISA component") + asset_filters, asset_constraints = category("isa_asset_type", asset, "ISA asset type") + filters.update(asset_filters) + constraints.extend(asset_constraints) + guards = None + if component != "all": + guards = [guard("A", section_row, grid[(section_row, "A")], "Component heading")] + rows.append( + row_entry( + value_id=f"{component}.{asset}", + label=f"{label} ({component.replace('_', ' ')} component)" if component != "all" else label, + ordinal=len(rows), + row_number=row, + header_column="A", + header=label, + kind=kind, + filters=filters, + constraints=constraints, + guards=guards, + ) + ) + expect(grid, header_row + len(MARKET_VALUE_LINES) + 1, "A", "Junior ISAs") + notes = ( + f"Table 9.6, market value of Adult ISA funds by type of qualifying investment, " + f"{year_label}, as at the end of the tax year. " + note_text(grid, 3) + " " + + policy_note + " " + tessa_note + " " + lisa_note + " " + revision_note + + " Junior ISA lines are not ported." + ) + record_sets.append( + record_set( + record_set_id=f"{ISA_PREFIX}.table9_6.ty{opening}", + sheet=sheet, + period=opening, + coverage=coverage_year_end( + opening, + str(year_label), + f"Market values as at 5 April {opening + 1}, the end of the tax year.", + ), + provenance="administrative", + entity_role="isa_holder", + groupby="isa_asset_type", + rows=rows, + measures=[ + measure_entry( + measure_id="market_value", + label="Market value of Adult ISA funds", + ordinal=0, + column=column, + header_row=header_row, + header=year_label, + concept="hmrc.isa_market_value", + unit="gbp", + value_scale=1000000, + notes=notes, + ) + ], + ) + ) + return record_sets + + +def subscriber_notes(table: str, extra: str = "") -> str: + return ( + f"Table {table}, individuals subscribing to Adult ISAs in the 2023 to 2024 tax " + "year (6 April 2023 to 5 April 2024). " + THOUSANDS_HEADING + " " + + TABLES_9_7_TO_9_12 + " HMRC does not say how Lifetime ISAs are classed in " + "these tables." + (" " + extra if extra else "") + ) + + +HOLDER_NOTE = ( + "HMRC: no further subscription represents individuals holding possibly one or more " + "ISA account (variously cash, stocks and shares, or a combination of both) but who " + "did not make a further subscription during the 2023 to 2024 year. The total number " + "of ISA holders is not reported by ISA managers; HMRC estimates it from average " + "market values of ISAs for a sample of individuals combined with reported aggregate " + "ISA market values (Table 9.6)." +) + + +def table_9_7(grid: dict) -> list[dict]: + sheet = "9_7_ISA_subs_by_income" + expect(grid, 1, "A", "9.7: Individual Savings Accounts (ISAs)") + assert note_text(grid, 6) == "Innovative Finance ISA holders are not included in these tables." + record_sets = [] + title_rows = [] + for isa_type, title in SUBSCRIBER_BLOCKS_9_7: + title_row = only_row(grid, "A", title) + title_rows.append(title_row) + letters = columns("B", 14) + for letter, header in zip( + letters, SUBSCRIPTION_HEADERS + (ALL_SUBSCRIPTIONS, NO_FURTHER, ALL_HOLDERS) + ): + expect(grid, title_row, letter, header) + guards = [guard("A", title_row, title, "Table 9.7 block title")] + shared = category("isa_type", isa_type, "ISA type") + both_note = ( + "In this block the subscription band is the combined amount subscribed " + "across cash and stocks and shares ISAs." + if isa_type in ("all", "cash_and_stocks_and_shares") + else "" + ) + record_sets.append( + record_set( + record_set_id=f"{ISA_PREFIX}.table9_7.ty2023.{isa_type}.subscribers", + sheet=sheet, + period=2023, + coverage=coverage_tax_year(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_subscriber", + groupby="isa_income_band", + rows=income_rows(grid, title_row + 1, guards), + measures=subscription_measures( + title_row, "B", subscriber_notes("9.7", both_note) + ), + shared=shared, + ) + ) + record_sets.append( + record_set( + record_set_id=f"{ISA_PREFIX}.table9_7.ty2023.{isa_type}.holders", + sheet=sheet, + period=2023, + coverage=coverage_year_end(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_holder", + groupby="isa_income_band", + rows=income_rows(grid, title_row + 1, guards), + measures=holder_status_measures( + title_row, letters[12], letters[13], + subscriber_notes("9.7", HOLDER_NOTE), + ), + shared=shared, + ) + ) + assert title_rows == sorted(title_rows), title_rows + expect(grid, title_rows[-1] + len(INCOME_LABELS) + 2, "A", "End of worksheet") + return record_sets + + +def table_9_8(grid: dict) -> list[dict]: + sheet = "9_8_ISA_subs_by_age_sex" + expect(grid, 1, "A", "9.8: Individual Savings Accounts (ISAs)") + header_row = only_row(grid, "A", "Type of ISA") + letters = columns("B", 6) + headers = tuple(header for _, header in TYPE_COLUMNS_9_8) + ( + ALL_SUBSCRIPTIONS, NO_FURTHER, ALL_HOLDERS, + ) + for letter, header in zip(letters, headers): + expect(grid, header_row, letter, header) + notes = subscriber_notes( + "9.8", + "HMRC does not say at what date age is measured. Before 6 April 2024, 16 and " + "17 year olds could subscribe to adult cash ISAs, so the youngest band may " + "include them.", + ) + record_sets = [] + for block, (sex, prefix) in enumerate(SEXES): + first_row = header_row + 1 + block * (len(AGE_LABELS) + 1) + shared = category("sex", sex, "Sex") + subscriber_measures = [] + for ordinal, (isa_type, header) in enumerate(TYPE_COLUMNS_9_8): + filters, constraints = category("isa_type", isa_type, "ISA type") + subscriber_measures.append( + measure_entry( + measure_id=f"{isa_type}_subscribers", + label=f"Individuals subscribing: {ISA_TYPES[isa_type]}", + ordinal=ordinal, + column=letters[ordinal], + header_row=header_row, + header=header, + concept="hmrc.isa_subscribers", + unit="count", + value_scale=1, + notes=notes, + filters=filters, + constraints=constraints, + ) + ) + subscriber_measures.append( + measure_entry( + measure_id="all_subscribers", + label="All individuals subscribing", + ordinal=3, + column=letters[3], + header_row=header_row, + header=ALL_SUBSCRIPTIONS, + concept="hmrc.isa_subscribers", + unit="count", + value_scale=1, + notes=notes, + filters={"isa_type": "all"}, + ) + ) + record_sets.append( + record_set( + record_set_id=f"{ISA_PREFIX}.table9_8.ty2023.{sex}.subscribers", + sheet=sheet, + period=2023, + coverage=coverage_tax_year(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_subscriber", + groupby="age_band", + rows=age_rows(grid, first_row, prefix, None), + measures=subscriber_measures, + shared=shared, + ) + ) + holder_measures = holder_status_measures( + header_row, letters[4], letters[5], + subscriber_notes("9.8", HOLDER_NOTE), + ) + for item in holder_measures: + item["filters"] = {"isa_type": "all", **item["filters"]} + record_sets.append( + record_set( + record_set_id=f"{ISA_PREFIX}.table9_8.ty2023.{sex}.holders", + sheet=sheet, + period=2023, + coverage=coverage_year_end(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_holder", + groupby="age_band", + rows=age_rows(grid, first_row, prefix, None), + measures=holder_measures, + shared=shared, + ) + ) + end_row = header_row + 1 + len(SEXES) * (len(AGE_LABELS) + 1) + expect(grid, end_row, "A", "End of worksheet") + return record_sets + + +def table_9_9(grid: dict) -> list[dict]: + sheet = "9_9_ISA_subs_by_country_region" + expect(grid, 1, "A", "9.9: Individual Savings Accounts (ISAs)") + header_row = only_row(grid, "A", "Area Code") + expect(grid, header_row, "B", "Type of ISA") + letters = columns("C", 6) + headers = tuple(header for _, header in TYPE_COLUMNS_9_8) + ( + ALL_SUBSCRIPTIONS, NO_FURTHER, ALL_HOLDERS, + ) + for letter, header in zip(letters, headers): + expect(grid, header_row, letter, header) + notes = subscriber_notes( + "9.9", + "Region and country come from the Survey of Personal Incomes. HMRC publishes " + "the countries under the codes W99999999, S99999999 and N99999999 and leaves " + "England's total and the overseas and unknown row without a code.", + ) + subscriber_measures = [] + for ordinal, (isa_type, header) in enumerate(TYPE_COLUMNS_9_8): + filters, constraints = category("isa_type", isa_type, "ISA type") + subscriber_measures.append( + measure_entry( + measure_id=f"{isa_type}_subscribers", + label=f"Individuals subscribing: {ISA_TYPES[isa_type]}", + ordinal=ordinal, + column=letters[ordinal], + header_row=header_row, + header=header, + concept="hmrc.isa_subscribers", + unit="count", + value_scale=1, + notes=notes, + filters=filters, + constraints=constraints, + ) + ) + subscriber_measures.append( + measure_entry( + measure_id="all_subscribers", + label="All individuals subscribing", + ordinal=3, + column=letters[3], + header_row=header_row, + header=ALL_SUBSCRIPTIONS, + concept="hmrc.isa_subscribers", + unit="count", + value_scale=1, + notes=notes, + filters={"isa_type": "all"}, + ) + ) + holder_measures = holder_status_measures( + header_row, letters[4], letters[5], subscriber_notes("9.9", HOLDER_NOTE) + ) + for item in holder_measures: + item["filters"] = {"isa_type": "all", **item["filters"]} + england_row = header_row + 1 + return [ + record_set( + record_set_id=f"{ISA_PREFIX}.table9_9.ty2023.subscribers", + sheet=sheet, + period=2023, + coverage=coverage_tax_year(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_subscriber", + groupby="geography", + rows=region_rows(grid, england_row), + measures=subscriber_measures, + ), + record_set( + record_set_id=f"{ISA_PREFIX}.table9_9.ty2023.holders", + sheet=sheet, + period=2023, + coverage=coverage_year_end(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_holder", + groupby="geography", + rows=region_rows(grid, england_row), + measures=holder_measures, + ), + ] + + +def holder_notes(table: str, extra: str = "") -> str: + return ( + f"Table {table}, individuals holding Adult ISAs as at the end of the 2023 to 2024 " + "tax year, by market value. " + THOUSANDS_HEADING + " " + TABLES_9_7_TO_9_12 + + " The total number of ISA holders is not reported by ISA managers; HMRC " + "estimates it from average market values of ISAs for a sample of individuals " + "combined with reported aggregate ISA market values (Table 9.6)." + + (" " + extra if extra else "") + ) + + +AVERAGE_NOTE = ( + "Average ISA market value per holder in GBP, as published (the market value total " + "behind it is not published at this breakdown)." +) + + +def table_9_10(grid: dict) -> list[dict]: + sheet = "9_10_ISA_market_values_income" + expect(grid, 1, "A", "9.10: Individual Savings Accounts (ISAs)") + record_sets = [] + title_rows = [] + letters = columns("B", 14) + for isa_type, title in HOLDER_BLOCKS_9_10: + title_row = only_row(grid, "A", title) + title_rows.append(title_row) + for letter, header in zip(letters, MARKET_VALUE_HEADERS + (TOTAL_HOLDERS, AVERAGE_VALUE)): + expect(grid, title_row, letter, header) + guards = [guard("A", title_row, title, "Table 9.10 block title")] + record_sets.append( + record_set( + record_set_id=f"{ISA_PREFIX}.table9_10.ty2023.{isa_type}", + sheet=sheet, + period=2023, + coverage=coverage_year_end(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_holder", + groupby="isa_income_band", + rows=income_rows(grid, title_row + 1, guards), + measures=market_value_measures( + title_row, "B", holder_notes("9.10"), holder_notes("9.10", AVERAGE_NOTE) + ), + shared=category("isa_type", isa_type, "ISA type"), + ) + ) + assert title_rows == sorted(title_rows), title_rows + expect(grid, title_rows[-1] + len(INCOME_LABELS) + 2, "A", "End of worksheet") + return record_sets + + +def table_9_11(grid: dict) -> list[dict]: + sheet = "9_11ISA_market_value_by_age_sex" + expect(grid, 1, "A", "9.11: Individual Savings Accounts") + header_row = only_row(grid, "A", "Market Value") + letters = columns("B", 14) + for letter, header in zip(letters, MARKET_VALUE_HEADERS + (TOTAL_HOLDERS, AVERAGE_VALUE)): + expect(grid, header_row, letter, header) + record_sets = [] + for block, (sex, prefix) in enumerate(SEXES): + first_row = header_row + 1 + block * (len(AGE_LABELS) + 1) + record_sets.append( + record_set( + record_set_id=f"{ISA_PREFIX}.table9_11.ty2023.{sex}", + sheet=sheet, + period=2023, + coverage=coverage_year_end(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_holder", + groupby="age_band", + rows=age_rows(grid, first_row, prefix, None), + measures=market_value_measures( + header_row, "B", + holder_notes("9.11", "All Adult ISA types."), + holder_notes("9.11", AVERAGE_NOTE), + ), + shared=category("sex", sex, "Sex"), + ) + ) + end_row = header_row + 1 + len(SEXES) * (len(AGE_LABELS) + 1) + expect(grid, end_row, "A", "End of worksheet") + return record_sets + + +def table_9_12(grid: dict) -> list[dict]: + sheet = "9_12ISA_market_values_by_region" + expect(grid, 1, "A", "9.12: Individual Savings Accounts (ISAs)") + adults_note = note_text(grid, 6) + assert adults_note == ( + "In column titles, percentage of adults refers to all individuals aged 18 or over." + ), adults_note + population_note = note_text(grid, 5) + assert population_note.startswith("Population estimates are taken from the Office"), population_note + header_row = only_row(grid, "A", "Area Code") + expect(grid, header_row, "B", "Market Value") + letters = columns("C", 15) + headers = MARKET_VALUE_HEADERS + (TOTAL_HOLDERS, SHARE_OF_ADULTS, AVERAGE_VALUE) + for letter, header in zip(letters, headers): + expect(grid, header_row, letter, header) + notes = holder_notes( + "9.12", + "All Adult ISA types. HMRC publishes the countries under the codes W99999999, " + "S99999999 and N99999999 and leaves England's total and the overseas and " + "unknown row without a code.", + ) + england_row = header_row + 1 + measures = market_value_measures( + header_row, "C", notes, holder_notes("9.12", AVERAGE_NOTE) + ) + # Table 9.12 puts the share of adults between the total and the average. + measures[-1]["column"] = letters[14] + share_measure = measure_entry( + measure_id="share_of_adults", + label="ISA holders as a share of adults aged 18 or over", + ordinal=0, + column=letters[13], + header_row=header_row, + header=SHARE_OF_ADULTS, + concept="hmrc.isa_holders_share_of_adults", + unit="share", + value_scale=1, + notes=( + "Table 9.12, ISA holders at the end of the 2023 to 2024 tax year as a share of " + "all individuals aged 18 or over, stored as the published fraction. " + + population_note + " " + adults_note + ), + aggregation="share", + filters={"isa_type": "all"}, + ) + return [ + record_set( + record_set_id=f"{ISA_PREFIX}.table9_12.ty2023", + sheet=sheet, + period=2023, + coverage=coverage_year_end(2023, "2023 to 2024 tax year"), + provenance="survey_aggregate", + survey=SURVEY, + entity_role="isa_holder", + groupby="geography", + rows=region_rows(grid, england_row), + measures=measures, + shared=category("isa_type", "all", "ISA type"), + ), + record_set( + record_set_id=f"{ISA_PREFIX}.table9_12.ty2023.share_of_adults", + sheet=sheet, + period=2023, + coverage=coverage_year_end(2023, "2023 to 2024 tax year"), + provenance="model_output", + entity_role="isa_holder", + groupby="geography", + rows=region_rows(grid, england_row, skip=("hmrc:overseas_and_unknown",)), + measures=[share_measure], + ), + ] + + +# ------------------------------------------------------------- packages + +ISA_HEADER = """\ +# HMRC Annual savings statistics, September 2026: the Individual Savings Account (ISA) +# tables (published 16 September 2026), for PolicyEngine/microcosm#1415. Written by +# build_package.py in this directory from the pinned workbook; edit that, not this. +# +# Ported: Table 9.4 (Adult ISA accounts subscribed to and amounts subscribed, by +# component, 2008-09 to 2024-25), Table 9.6 (market value of Adult ISA funds by type of +# qualifying investment, 2011-12 to 2024-25), and Tables 9.7 to 9.12 (2023-24 estimates of +# individuals subscribing and holding, by income, age, sex, region, subscription band and +# market value). Not ported: Table 9.4's average subscription per account (a quotient of +# ported cells) and the Junior ISA rows of Tables 9.4 and 9.6. +# +# Tables 9.7 to 9.12 put '(thousands)' in their column headings, but the cells are counts +# of individuals: only that reading matches HMRC's commentary (13.05 million subscribers +# and 23.0 million holders in 2023-24), so those measures carry value_scale 1. Table 9.4 +# counts accounts, not individuals, in thousands, with amounts in GBP million, as its +# own note says. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals' accounts +# matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 +# and 9.6. Table 9.6 says Lifetime ISA market values are inside the cash and stocks and +# shares totals; the notes to Tables 9.7 to 9.12 do not say how Lifetime ISAs are classed, +# and they exclude Innovative Finance ISA holders. In Table 9.7's 'all' and 'cash and +# stocks and shares' blocks the subscription band is the combined amount. Chronicle +# reconciles none of these tables with each other. +# +""" + +LISA_HEADER = """\ +# HMRC Annual savings statistics, September 2026: the Lifetime ISA tables (published +# 16 September 2026), for PolicyEngine/microcosm#1415. Written by +# packages/hmrc/isa_statistics_2026/build_package.py from the pinned workbook. +# +# The workbook has withdrawals only: Table 1a by tax year and Table 1b by tax month. +# Lifetime ISA accounts and amounts subscribed are in the ISA tables' Table 9.4 +# (hmrc-isa-statistics-2026); the government bonus is published in neither. Ported: Table +# 1a's counts and values for 2018-19 to 2025-26. Not ported: Table 1b (the same flows by +# month) and Table 1a's two average columns (quotients of ported cells). HMRC rounds the +# numbers of individuals to the nearest 50. +# +""" + +NOTE_HEADER = """\ +# HMRC, Cash Individual Savings Account (ISA) limit reduction: tax information and impact +# note (published 17 September 2026), archived HTML on the html_tables_and_text +# document-numbers lane, for PolicyEngine/microcosm#1415. Written by +# packages/hmrc/isa_statistics_2026/build_package.py from the pinned page. +# +# One sentence, two facts: in 2022-23, 78% of cash ISA subscribers aged under 65 +# subscribed less than GBP 12,000 to a cash ISA and 22% subscribed over GBP 12,000. The +# note names no data source, so the shares carry provenance_class model_output (a policy +# paper's estimate). The sentence does not place a subscription of exactly GBP 12,000, +# and does not say whether a subscriber who also paid into a stocks and shares ISA is +# counted on the cash amount alone. The page's other '22%' (the flat-rate charge on +# interest on cash held in non-cash ISAs) is a rate, not this share, and is not ported. +# Budget 2026 (28 October 2026) announced that the GBP 12,000 limit will not go ahead. +# +""" + + +class PackageDumper(yaml.SafeDumper): + """Plain YAML with no anchors, so every record set reads on its own.""" + + def ignore_aliases(self, data: object) -> bool: + return True + + +def render(header: str, payload: dict) -> str: + return header + yaml.dump( + payload, Dumper=PackageDumper, sort_keys=False, allow_unicode=True, width=100 + ) + + +ISA_DIMENSION_LABELS = { + "isa_type": "ISA type", + "isa_income_band": "Total income band", + "isa_subscription_band": "ISA subscription band", + "isa_market_value_band": "ISA market value band", + "isa_component": "ISA component", + "isa_asset_type": "Type of qualifying investment", + "age_band": "Age band", + "sex": "Sex", + "geography": "Geography", +} + + +def isa_value_labels() -> dict: + income = {band_id("income", *money_band(label)): f"Total income {label}" for label in INCOME_LABELS} + income["all"] = "All income ranges" + subscription = { + band_id("subscription", *money_band(header)): header.removesuffix(" (thousands)") + for header in SUBSCRIPTION_HEADERS + } + subscription["all"] = "All subscriptions" + subscription["none"] = "No further subscription" + market_value = { + band_id("market_value", *money_band(header)): header.removesuffix(" (thousands)") + for header in MARKET_VALUE_HEADERS + } + market_value["all"] = "All market values" + ages = {} + for label in AGE_LABELS: + if label == "Under 24": + ages["age_under_24"] = "Under 24" + elif label == "81 and over": + ages["age_81_plus"] = "81 and over" + else: + low, high = label.split("-") + ages[f"age_{low}_to_{high}"] = f"{low} to {high}" + ages["all"] = "All ages" + return { + "isa_type": dict(ISA_TYPES), + "isa_income_band": income, + "isa_subscription_band": subscription, + "isa_market_value_band": market_value, + "isa_component": { + "cash": "Cash ISA", + "stocks_and_shares": "Stocks and shares ISA", + "innovative_finance": "Innovative Finance ISA", + "lifetime": "Lifetime ISA", + "stocks_and_shares_insurance": "Stocks and shares insurance component", + "all": "All Adult ISAs", + }, + "isa_asset_type": { + "shares": "Shares", + "shares_traded_on_a_recognised_exchange": SHARES_TRADED, + "securities": "Securities", + "gilts": "Gilts", + "unit_trusts": "Unit Trusts", + "open_ended_investment_companies": "Shares in Open Ended Investment Companies (OEICs)", + "corporate_bond_funds": "Corporate Bond Funds", + "investment_trusts": "Investment Trusts", + "ucits": UCITS, + "surrender_value_of_policies": "Surrender value of policies", + "cash_on_deposit": "Cash on deposit", + "other_investment_products": "Other Investment Products", + "innovative_finance_loans": "Outstanding principal balance of Innovative Finance loans", + "all": "All qualifying investments", + }, + "age_band": ages, + "sex": {"male": "Male", "female": "Female", "all": "All"}, + } + + +def isa_package() -> str: + sheets = ods_sheets(ISA_DIR, ISA_FILE, ISA_SHA256, ISA_SHEETS) + record_sets = ( + table_9_4(sheets["9_4_ISA_subscriptions"]) + + table_9_6(sheets["9_6_ISA_market_values"]) + + table_9_7(sheets["9_7_ISA_subs_by_income"]) + + table_9_8(sheets["9_8_ISA_subs_by_age_sex"]) + + table_9_9(sheets["9_9_ISA_subs_by_country_region"]) + + table_9_10(sheets["9_10_ISA_market_values_income"]) + + table_9_11(sheets["9_11ISA_market_value_by_age_sex"]) + + table_9_12(sheets["9_12ISA_market_values_by_region"]) + ) + payload = { + "schema_version": "ledger.source_package.v1", + "package_id": ISA_PACKAGE_ID, + "label": ( + "HMRC Individual Savings Account statistics, September 2026: accounts, " + "subscriptions and market values (Tables 9.4 and 9.6), and individuals " + "subscribing and holding by income, age, sex, region, subscription and market " + "value in 2023-24 (Tables 9.7 to 9.12)" + ), + "dimension_labels": ISA_DIMENSION_LABELS, + "dimension_value_labels": isa_value_labels(), + "artifact": { + "source_name": "hmrc", + "source_table": "Individual Savings Account (ISA) tables: September 2026", + "resource_package": "db", + "resource_directory": f"data/{ISA_DIR}", + "manifest": "manifest.yaml", + "vintage": "annual_savings_statistics_2026", + "extracted_at": "2026-10-28", + "extraction_method": "ODS whole-workbook used-range parse with numeric-text coercion", + "parser": "ods_numeric_text_used_range", + "artifact_year": 2026, + }, + "record_sets": record_sets, + } + return render(ISA_HEADER, payload) + + +LISA_COLUMNS = ( + ("B", "Number of individuals withdrawing for a house purchase", "house_purchase_withdrawers", + "hmrc.lisa_withdrawers", "count", "house_purchase"), + ("C", "Total value of house purchase withdrawals, £", "house_purchase_withdrawal_value", + "hmrc.lisa_withdrawal_value", "gbp", "house_purchase"), + ("E", "Number of individuals making unauthorised withdrawals", "unauthorised_withdrawers", + "hmrc.lisa_withdrawers", "count", "unauthorised"), + ("F", "Total value of unauthorised withdrawals, £", "unauthorised_withdrawal_value", + "hmrc.lisa_withdrawal_value", "gbp", "unauthorised"), + ("G", "Total value of withdrawal charges, £", "withdrawal_charges", + "hmrc.lisa_withdrawal_charges", "gbp", "unauthorised"), +) +LISA_AVERAGES = { + "D": "Average value of a withdrawal for a house purchase, £", + "H": "Average value of an unauthorised withdrawal, £", +} + + +def lisa_package() -> str: + sheets = ods_sheets(LISA_DIR, LISA_FILE, LISA_SHA256, LISA_SHEETS) + grid = sheets["Lifetime_ISA_sheet"] + expect(grid, 1, "A", "Lifetime Individual Savings Accounts (LISAs) Tables 1a and 1b") + notes_text = [note_text(grid, row) for row in range(2, 12)] + assert notes_text[2].startswith("The figures for the number of individuals are rounded"), notes_text[2] + title_row = only_row(grid, "A", "Table 1a: Yearly LISA withdrawals") + header_row = title_row + 1 + expect(grid, header_row, "A", "Tax year") + for column, header, *_ in LISA_COLUMNS: + expect(grid, header_row, column, header) + for column, header in LISA_AVERAGES.items(): + expect(grid, header_row, column, header) + record_sets = [] + row = header_row + 1 + notes = ( + "Lifetime ISA Table 1a, yearly withdrawals. " + " ".join(notes_text[:3]) + ) + while grid.get((row, "A")) not in (None, "Table 1b: Monthly LISA withdrawals"): + label = grid[(row, "A")] + match = re.fullmatch(r"(\d{4}) to (\d{4})", str(label)) + assert match and int(match.group(2)) == int(match.group(1)) + 1, label + opening = int(match.group(1)) + measures = [] + for ordinal, (column, header, measure_id, concept, unit, reason) in enumerate(LISA_COLUMNS): + assert is_number(grid.get((row, column))), (row, column) + filters, constraints = category("lisa_withdrawal_reason", reason, "Lifetime ISA withdrawal reason") + measures.append( + measure_entry( + measure_id=measure_id, + label=header.removesuffix(", £"), + ordinal=ordinal, + column=column, + header_row=header_row, + header=header, + concept=concept, + unit=unit, + value_scale=1, + notes=notes, + filters=filters, + constraints=constraints, + ) + ) + record_sets.append( + record_set( + record_set_id=f"{LISA_PREFIX}.table1a.ty{opening}", + sheet="Lifetime_ISA_sheet", + period=opening, + coverage=coverage_tax_year(opening, str(label)), + provenance="administrative", + entity_role="lisa_holder", + groupby="hmrc.tax_year", + rows=[ + row_entry( + value_id=f"tax_year_{opening}", + label=f"Tax year {label}", + ordinal=0, + row_number=row, + header_column="A", + header=label, + kind="detail", + guards=[guard("A", title_row, "Table 1a: Yearly LISA withdrawals", "Table title")], + ) + ], + measures=measures, + ) + ) + row += 1 + assert len(record_sets) == 8, len(record_sets) + payload = { + "schema_version": "ledger.source_package.v1", + "package_id": LISA_PACKAGE_ID, + "label": ( + "HMRC Lifetime ISA statistics, September 2026: yearly withdrawals for house " + "purchases and unauthorised withdrawals, 2018-19 to 2025-26 (Table 1a)" + ), + "dimension_labels": { + "hmrc.tax_year": "Tax year", + "lisa_withdrawal_reason": "Lifetime ISA withdrawal reason", + }, + "dimension_value_labels": { + "lisa_withdrawal_reason": { + "house_purchase": "Withdrawal for a house purchase", + "unauthorised": "Unauthorised withdrawal", + } + }, + "artifact": { + "source_name": "hmrc", + "source_table": "Lifetime Individual Savings Account (LISA) tables: September 2026", + "resource_package": "db", + "resource_directory": f"data/{LISA_DIR}", + "manifest": "manifest.yaml", + "vintage": "annual_savings_statistics_2026", + "extracted_at": "2026-10-28", + "extraction_method": "ODS whole-workbook used-range parse with numeric-text coercion", + "parser": "ods_numeric_text_used_range", + "artifact_year": 2026, + }, + "record_sets": record_sets, + } + return render(LISA_HEADER, payload) + + +NOTE_SENTENCE = ( + "In 2022 to 2023, 78% of cash ISA subscribers aged under 65 subscribed less than " + "£12,000 to a cash ISA and 22% subscribed over £12,000." +) + + +def note_package() -> str: + path, content = pinned_bytes(NOTE_DIR, NOTE_FILE, NOTE_SHA256) + cells = source_cells_from_html_tables_and_text(content, artifact_meta(path)) + rows: dict[int, dict[int, object]] = {} + for cell in cells: + if cell.sheet_name == "document_numbers": + rows.setdefault(cell.row_number, {})[cell.column_number] = cell.raw_value + assert rows[1] == {1: "element_index", 2: "element_type", 3: "text", 4: "number_text", 5: "numeric_value"} + sentence_rows = [row for row, values in rows.items() if values.get(3) == NOTE_SENTENCE] + assert len(sentence_rows) == 7, sentence_rows + by_number = {rows[row][4]: row for row in sentence_rows} + element_index = rows[sentence_rows[0]][1] + assert {rows[row][1] for row in sentence_rows} == {element_index} + shared_filters, shared_constraints = category("isa_type", "cash", "ISA subscribed to") + shared_constraints.append(constraint("age", "<", 65, "Aged under 65", "years")) + entries = [] + for ordinal, (number, value_id, label, operator) in enumerate( + ( + ("78", "under_12000", "Less than GBP 12,000", "<"), + ("22", "over_12000", "Over GBP 12,000", ">"), + ) + ): + row = by_number[number] + assert rows[row][5] == int(number) + filters, constraints = category("cash_isa_subscription_band", value_id, "Cash ISA subscription band") + constraints.append( + constraint("cash_isa_subscription_amount", operator, 12000, "Cash ISA subscription relative to GBP 12,000", "gbp") + ) + entries.append( + row_entry( + value_id=value_id, + label=label, + ordinal=ordinal, + row_number=row, + header_column="D", + header=number, + kind="detail", + filters=filters, + constraints=constraints, + guards=[ + guard("A", row, element_index, "HTML element index"), + guard("C", row, NOTE_SENTENCE, "paragraph text"), + ], + ) + ) + payload = { + "schema_version": "ledger.source_package.v1", + "package_id": NOTE_PACKAGE_ID, + "label": ( + "HMRC cash ISA limit reduction impact note: shares of cash ISA subscribers aged " + "under 65 either side of GBP 12,000, 2022-23" + ), + "dimension_labels": { + "cash_isa_subscription_band": "Cash ISA subscription relative to GBP 12,000", + "isa_type": "ISA type", + }, + "dimension_value_labels": { + "cash_isa_subscription_band": { + "under_12000": "Less than GBP 12,000", + "over_12000": "Over GBP 12,000", + }, + "isa_type": {"cash": "Cash ISA"}, + }, + "artifact": { + "source_name": "hmrc", + "source_table": ( + "Cash Individual Savings Account (ISA) limit reduction: tax information and " + "impact note" + ), + "resource_package": "db", + "resource_directory": f"data/{NOTE_DIR}", + "manifest": "manifest.yaml", + "vintage": "tiin_2026_09", + "extracted_at": "2026-10-28", + "extraction_method": "HTML table and document-text number parse of the archived impact note", + "parser": "html_tables_and_text", + "artifact_year": 2026, + }, + "record_sets": [ + { + "record_set_id": f"{NOTE_PREFIX}.cash_subscribers_under_65.ty2022", + "provenance_class": "model_output", + "assertion": "observation", + "record_set_spec_id": f"{NOTE_PREFIX}.cash_subscribers_under_65.ty2022.v1", + "source_record_id_prefix": f"{NOTE_PREFIX}.cash_subscribers_under_65.ty2022", + "sheet_name": "document_numbers", + "period_type": "tax_year", + "period": 2022, + "period_coverage": coverage_tax_year(2022, "2022 to 2023"), + **UK, + "entity": "person", + "entity_role": "cash_isa_subscriber", + "domain": DOMAIN, + "groupby_dimension": "cash_isa_subscription_band", + "shared_filters": shared_filters, + "shared_constraints": shared_constraints, + "rows": entries, + "measures": [ + measure_entry( + measure_id="share_of_cash_subscribers", + label="Share of cash ISA subscribers aged under 65", + ordinal=0, + column="E", + header_row=1, + header="numeric_value", + concept="hmrc.cash_isa_subscribers_share", + unit="percent", + value_scale=1, + notes=( + "HMRC impact note, impact on individuals: " + NOTE_SENTENCE + + " The note names no data source." + ), + evidence_url=IMPACT_NOTE_URL, + aggregation="share", + ) + ], + } + ], + } + return render(NOTE_HEADER, payload) + + +PACKAGES = ( + (ISA_DIR, isa_package), + (LISA_DIR, lisa_package), + (NOTE_DIR, note_package), +) + + +def main() -> int: + parser = argparse.ArgumentParser(description=__doc__.splitlines()[0]) + parser.add_argument( + "--check", + action="store_true", + help="Compare the generated YAML with the committed files instead of writing.", + ) + args = parser.parse_args() + stale = [] + for directory, build in PACKAGES: + path = REPO_ROOT / "packages" / directory / "source_package.yaml" + text = build() + if args.check: + if not path.exists() or path.read_text(encoding="utf-8") != text: + stale.append(str(path.relative_to(REPO_ROOT))) + else: + path.parent.mkdir(parents=True, exist_ok=True) + path.write_text(text, encoding="utf-8") + if stale: + print("Stale generated packages: " + ", ".join(stale), file=sys.stderr) + return 1 + return 0 + + +if __name__ == "__main__": + raise SystemExit(main()) diff --git a/packages/hmrc/isa_statistics_2026/source_package.yaml b/packages/hmrc/isa_statistics_2026/source_package.yaml new file mode 100644 index 00000000..bd14d08c --- /dev/null +++ b/packages/hmrc/isa_statistics_2026/source_package.yaml @@ -0,0 +1,28027 @@ +# HMRC Annual savings statistics, September 2026: the Individual Savings Account (ISA) +# tables (published 16 September 2026), for PolicyEngine/microcosm#1415. Written by +# build_package.py in this directory from the pinned workbook; edit that, not this. +# +# Ported: Table 9.4 (Adult ISA accounts subscribed to and amounts subscribed, by +# component, 2008-09 to 2024-25), Table 9.6 (market value of Adult ISA funds by type of +# qualifying investment, 2011-12 to 2024-25), and Tables 9.7 to 9.12 (2023-24 estimates of +# individuals subscribing and holding, by income, age, sex, region, subscription band and +# market value). Not ported: Table 9.4's average subscription per account (a quotient of +# ported cells) and the Junior ISA rows of Tables 9.4 and 9.6. +# +# Tables 9.7 to 9.12 put '(thousands)' in their column headings, but the cells are counts +# of individuals: only that reading matches HMRC's commentary (13.05 million subscribers +# and 23.0 million holders in 2023-24), so those measures carry value_scale 1. Table 9.4 +# counts accounts, not individuals, in thousands, with amounts in GBP million, as its +# own note says. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals' accounts +# matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 +# and 9.6. Table 9.6 says Lifetime ISA market values are inside the cash and stocks and +# shares totals; the notes to Tables 9.7 to 9.12 do not say how Lifetime ISAs are classed, +# and they exclude Innovative Finance ISA holders. In Table 9.7's 'all' and 'cash and +# stocks and shares' blocks the subscription band is the combined amount. Chronicle +# reconciles none of these tables with each other. +# +schema_version: ledger.source_package.v1 +package_id: hmrc-isa-statistics-2026 +label: 'HMRC Individual Savings Account statistics, September 2026: accounts, subscriptions and market + values (Tables 9.4 and 9.6), and individuals subscribing and holding by income, age, sex, region, subscription + and market value in 2023-24 (Tables 9.7 to 9.12)' +dimension_labels: + isa_type: ISA type + isa_income_band: Total income band + isa_subscription_band: ISA subscription band + isa_market_value_band: ISA market value band + isa_component: ISA component + isa_asset_type: Type of qualifying investment + age_band: Age band + sex: Sex + geography: Geography +dimension_value_labels: + isa_type: + all: All Adult ISA types + cash_only: Cash ISA only + stocks_and_shares_only: Stocks and shares ISA only + cash_and_stocks_and_shares: Cash and stocks and shares ISAs + isa_income_band: + income_0_to_12570: Total income £0-£12,570 + income_12571_to_20000: Total income £12,571-£20,000 + income_20001_to_30000: Total income £20,001-£30,000 + income_30001_to_40000: Total income £30,001-£40,000 + income_40001_to_50270: Total income £40,001-£50,270 + income_50271_to_60000: Total income £50,271-£60,000 + income_60001_to_80000: Total income £60,001-£80,000 + income_80001_to_100000: Total income £80,001-£100,000 + income_100001_to_125140: Total income £100,001-£125,140 + income_125141_to_150000: Total income £125,141-£150,000 + income_150001_plus: Total income £150,001 or more + all: All income ranges + isa_subscription_band: + subscription_1_to_2000: £1-£2,000 + subscription_2001_to_4000: £2,001-£4,000 + subscription_4001_to_6000: £4,001-£6,000 + subscription_6001_to_8000: £6,001-£8,000 + subscription_8001_to_10000: £8,001-£10,000 + subscription_10001_to_12000: £10,001-£12,000 + subscription_12001_to_14000: £12,001-£14,000 + subscription_14001_to_16000: £14,001-£16,000 + subscription_16001_to_18000: £16,001-£18,000 + subscription_18001_to_19999: £18,001-£19,999 + subscription_20000_to_20000: £20,000 + all: All subscriptions + none: No further subscription + isa_market_value_band: + market_value_1_to_2499: £1-£2,499 + market_value_2500_to_4999: £2,500-£4,999 + market_value_5000_to_9999: £5,000-£9,999 + market_value_10000_to_14999: £10,000-£14,999 + market_value_15000_to_19999: £15,000-£19,999 + market_value_20000_to_24999: £20,000-£24,999 + market_value_25000_to_34999: £25,000-£34,999 + market_value_35000_to_49999: £35,000-£49,999 + market_value_50000_to_74999: £50,000-£74,999 + market_value_75000_to_99999: £75,000-£99,999 + market_value_100000_to_199999: £100,000-£199,999 + market_value_200000_plus: £200,000 or more + all: All market values + isa_component: + cash: Cash ISA + stocks_and_shares: Stocks and shares ISA + innovative_finance: Innovative Finance ISA + lifetime: Lifetime ISA + stocks_and_shares_insurance: Stocks and shares insurance component + all: All Adult ISAs + isa_asset_type: + shares: Shares + shares_traded_on_a_recognised_exchange: Shares traded on a recognised stock exchange in the EEA & + UK + securities: Securities + gilts: Gilts + unit_trusts: Unit Trusts + open_ended_investment_companies: Shares in Open Ended Investment Companies (OEICs) + corporate_bond_funds: Corporate Bond Funds + investment_trusts: Investment Trusts + ucits: Units/Shares in Undertaking for Collective Investment In Transferable Securities + surrender_value_of_policies: Surrender value of policies + cash_on_deposit: Cash on deposit + other_investment_products: Other Investment Products + innovative_finance_loans: Outstanding principal balance of Innovative Finance loans + all: All qualifying investments + age_band: + age_under_24: Under 24 + age_24_to_26: 24 to 26 + age_27_to_29: 27 to 29 + age_30_to_32: 30 to 32 + age_33_to_35: 33 to 35 + age_36_to_38: 36 to 38 + age_39_to_41: 39 to 41 + age_42_to_44: 42 to 44 + age_45_to_47: 45 to 47 + age_48_to_50: 48 to 50 + age_51_to_53: 51 to 53 + age_54_to_56: 54 to 56 + age_57_to_59: 57 to 59 + age_60_to_62: 60 to 62 + age_63_to_65: 63 to 65 + age_66_to_68: 66 to 68 + age_69_to_71: 69 to 71 + age_72_to_74: 72 to 74 + age_75_to_77: 75 to 77 + age_78_to_80: 78 to 80 + age_81_plus: 81 and over + all: All ages + sex: + male: Male + female: Female + all: All +artifact: + source_name: hmrc + source_table: 'Individual Savings Account (ISA) tables: September 2026' + resource_package: db + resource_directory: data/hmrc/isa_statistics_2026 + manifest: manifest.yaml + vintage: annual_savings_statistics_2026 + extracted_at: '2026-10-28' + extraction_method: ODS whole-workbook used-range parse with numeric-text coercion + parser: ods_numeric_text_used_range + artifact_year: 2026 +record_sets: +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2008 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2008.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2008 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2008 + period_coverage: + start_date: '2008-04-06' + end_date: '2009-04-05' + basis: tax + source_period_label: 2008 to 2009 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: B + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2008 to 2009 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2008 + to 2009. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2009 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2009.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2009 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2009 + period_coverage: + start_date: '2009-04-06' + end_date: '2010-04-05' + basis: tax + source_period_label: 2009 to 2010 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: C + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2009 to 2010 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2009 + to 2010. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2010 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2010.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2010 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2010 + period_coverage: + start_date: '2010-04-06' + end_date: '2011-04-05' + basis: tax + source_period_label: 2010 to 2011 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: D + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2010 to 2011 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2010 + to 2011. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2011 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2011.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2011 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2011 + period_coverage: + start_date: '2011-04-06' + end_date: '2012-04-05' + basis: tax + source_period_label: 2011 to 2012 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: E + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2011 to 2012 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2011 + to 2012. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2012 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2012.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2012 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2012 + period_coverage: + start_date: '2012-04-06' + end_date: '2013-04-05' + basis: tax + source_period_label: 2012 to 2013 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: F + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2012 to 2013 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2012 + to 2013. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2013 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2013.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2013 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2013 + period_coverage: + start_date: '2013-04-06' + end_date: '2014-04-05' + basis: tax + source_period_label: 2013 to 2014 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: G + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2013 to 2014 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2013 + to 2014. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2014 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2014.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2014 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2014 + period_coverage: + start_date: '2014-04-06' + end_date: '2015-04-05' + basis: tax + source_period_label: 2014 to 2015 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: H + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2014 to 2015 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2014 + to 2015. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2015 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2015.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2015 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2015 + period_coverage: + start_date: '2015-04-06' + end_date: '2016-04-05' + basis: tax + source_period_label: 2015 to 2016 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: I + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2015 to 2016 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2015 + to 2016. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2016 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2016.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2016 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2016 + period_coverage: + start_date: '2016-04-06' + end_date: '2017-04-05' + basis: tax + source_period_label: 2016 to 2017 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 3 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 4 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: J + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2016 to 2017 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2016 + to 2017. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2017 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2017.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2017 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2017 + period_coverage: + start_date: '2017-04-06' + end_date: '2018-04-05' + basis: tax + source_period_label: 2017 to 2018 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: K + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2017 to 2018 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2017 + to 2018. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2018 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2018.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2018 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2018 + period_coverage: + start_date: '2018-04-06' + end_date: '2019-04-05' + basis: tax + source_period_label: 2018 to 2019 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: L + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2018 to 2019 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2018 + to 2019. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2019 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2019.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2019 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2019 + period_coverage: + start_date: '2019-04-06' + end_date: '2020-04-05' + basis: tax + source_period_label: 2019 to 2020 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: M + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2019 to 2020 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2019 + to 2020. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2020 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2020.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2020 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2020 + period_coverage: + start_date: '2020-04-06' + end_date: '2021-04-05' + basis: tax + source_period_label: 2020 to 2021 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: N + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2020 to 2021 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2020 + to 2021. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2021 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2021.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2021 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2021 + period_coverage: + start_date: '2021-04-06' + end_date: '2022-04-05' + basis: tax + source_period_label: 2021 to 2022 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: O + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2021 to 2022 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2021 + to 2022. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2022 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2022.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2022 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2022 + period_coverage: + start_date: '2022-04-06' + end_date: '2023-04-05' + basis: tax + source_period_label: 2022 to 2023 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: P + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2022 to 2023 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2022 + to 2023. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2023 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2023.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2023 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: Q + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2023 to 2024 + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2023 + to 2024. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to + in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2024 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.accounts.ty2024.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.accounts.ty2024 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2024 + period_coverage: + start_date: '2024-04-06' + end_date: '2025-04-05' + basis: tax + source_period_label: 2024 to 2025[provisional] + notes: HMRC marks 2024 to 2025 as provisional. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Stocks and Shares Insurance Component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: accounts + label: Accounts subscribed to in the year + ordinal: 0 + column: R + source_column_id: accounts + expected_column_header_row: 8 + expected_column_header: 2024 to 2025[provisional] + concept: hmrc.isa_accounts_subscribed + source_concept: hmrc.isa_accounts_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2024 + to 2025[provisional]. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed + to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages + are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts + invested, split by type of component. The information in the tables comes from the annual returns + that must be made to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers + for financial years ending 5 April. Adjustments have been made for missing and incorrect returns. + The Total row is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; + the stocks and shares insurance component row is not added into it. From 2017 to 2018 the annual + subscription limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were + available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to + Buy ISAs could transfer in their account balance without affecting their annual subscription limit + up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported + in these statistics. + unit: count + aggregation: sum + value_scale: 1000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2008 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2008.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2008 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2008 + period_coverage: + start_date: '2008-04-06' + end_date: '2009-04-05' + basis: tax + source_period_label: 2008 to 2009 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: B + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2008 to 2009 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2008 to 2009. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2009 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2009.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2009 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2009 + period_coverage: + start_date: '2009-04-06' + end_date: '2010-04-05' + basis: tax + source_period_label: 2009 to 2010 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: C + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2009 to 2010 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2009 to 2010. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2010 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2010.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2010 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2010 + period_coverage: + start_date: '2010-04-06' + end_date: '2011-04-05' + basis: tax + source_period_label: 2010 to 2011 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: D + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2010 to 2011 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2010 to 2011. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2011 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2011.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2011 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2011 + period_coverage: + start_date: '2011-04-06' + end_date: '2012-04-05' + basis: tax + source_period_label: 2011 to 2012 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: E + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2011 to 2012 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2011 to 2012. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2012 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2012.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2012 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2012 + period_coverage: + start_date: '2012-04-06' + end_date: '2013-04-05' + basis: tax + source_period_label: 2012 to 2013 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: F + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2012 to 2013 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2012 to 2013. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2013 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2013.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2013 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2013 + period_coverage: + start_date: '2013-04-06' + end_date: '2014-04-05' + basis: tax + source_period_label: 2013 to 2014 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: G + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2013 to 2014 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2013 to 2014. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2014 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2014.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2014 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2014 + period_coverage: + start_date: '2014-04-06' + end_date: '2015-04-05' + basis: tax + source_period_label: 2014 to 2015 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: H + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2014 to 2015 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2014 to 2015. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2015 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2015.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2015 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2015 + period_coverage: + start_date: '2015-04-06' + end_date: '2016-04-05' + basis: tax + source_period_label: 2015 to 2016 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 2 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 3 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: I + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2015 to 2016 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2015 to 2016. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2016 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2016.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2016 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2016 + period_coverage: + start_date: '2016-04-06' + end_date: '2017-04-05' + basis: tax + source_period_label: 2016 to 2017 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 3 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 4 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: J + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2016 to 2017 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2016 to 2017. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2017 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2017.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2017 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2017 + period_coverage: + start_date: '2017-04-06' + end_date: '2018-04-05' + basis: tax + source_period_label: 2017 to 2018 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 19 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: K + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2017 to 2018 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2017 to 2018. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2018 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2018.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2018 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2018 + period_coverage: + start_date: '2018-04-06' + end_date: '2019-04-05' + basis: tax + source_period_label: 2018 to 2019 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 19 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: L + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2018 to 2019 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2018 to 2019. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2019 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2019.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2019 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2019 + period_coverage: + start_date: '2019-04-06' + end_date: '2020-04-05' + basis: tax + source_period_label: 2019 to 2020 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 19 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: M + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2019 to 2020 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2019 to 2020. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2020 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2020.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2020 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2020 + period_coverage: + start_date: '2020-04-06' + end_date: '2021-04-05' + basis: tax + source_period_label: 2020 to 2021 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 19 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: N + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2020 to 2021 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2020 to 2021. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2021 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2021.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2021 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2021 + period_coverage: + start_date: '2021-04-06' + end_date: '2022-04-05' + basis: tax + source_period_label: 2021 to 2022 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 19 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: O + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2021 to 2022 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2021 to 2022. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2022 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2022.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2022 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2022 + period_coverage: + start_date: '2022-04-06' + end_date: '2023-04-05' + basis: tax + source_period_label: 2022 to 2023 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 19 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: P + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2022 to 2023 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2022 to 2023. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2023 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2023.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2023 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 19 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: Q + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2023 to 2024 + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2023 to 2024. Adult ISAs only (Junior + ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows + the number of ISAs to which subscriptions have been made and amounts invested, split by type of + component. The information in the tables comes from the annual returns that must be made to HMRC + by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial years ending + 5 April. Adjustments have been made for missing and incorrect returns. The Total row is the sum + of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks and shares + insurance component row is not added into it. From 2017 to 2018 the annual subscription limit has + been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual + subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer + in their account balance without affecting their annual subscription limit up until 5 April 2018. + The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2024 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_4.amounts.ty2024.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_4.amounts.ty2024 + sheet_name: 9_4_ISA_subscriptions + period_type: tax_year + period: 2024 + period_coverage: + start_date: '2024-04-06' + end_date: '2025-04-05' + basis: tax + source_period_label: 2024 to 2025[provisional] + notes: HMRC marks 2024 to 2025 as provisional. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_component + rows: + - value_id: cash + label: Cash ISA + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: Cash ISA + table_record_kind: detail + filters: + isa_component: cash + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - value_id: stocks_and_shares + label: Stocks and shares ISA + ordinal: 1 + row_number: 17 + expected_row_header_column: A + expected_row_header: Stock and Shares ISA + table_record_kind: detail + filters: + isa_component: stocks_and_shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - value_id: innovative_finance + label: Innovative Finance ISA + ordinal: 2 + row_number: 18 + expected_row_header_column: A + expected_row_header: Innovative Finance ISA + table_record_kind: detail + filters: + isa_component: innovative_finance + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - value_id: lifetime + label: Lifetime ISA + ordinal: 3 + row_number: 19 + expected_row_header_column: A + expected_row_header: Lifetime ISA + table_record_kind: detail + filters: + isa_component: lifetime + constraints: + - variable: isa_component + operator: == + value: lifetime + label: ISA component + - value_id: all + label: All Adult ISAs + ordinal: 4 + row_number: 20 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + isa_component: all + - value_id: stocks_and_shares_insurance + label: Stocks and shares insurance component + ordinal: 5 + row_number: 21 + expected_row_header_column: A + expected_row_header: Stocks and shares insurance component + table_record_kind: detail + filters: + isa_component: stocks_and_shares_insurance + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares_insurance + label: ISA component + measures: + - measure_id: amounts + label: Amount subscribed in the year + ordinal: 0 + column: R + source_column_id: amounts + expected_column_header_row: 15 + expected_column_header: 2024 to 2025[provisional] + concept: hmrc.isa_amount_subscribed + source_concept: hmrc.isa_amount_subscribed + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2024 to 2025[provisional]. Adult + ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not + of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below + tables shows the number of ISAs to which subscriptions have been made and amounts invested, split + by type of component. The information in the tables comes from the annual returns that must be made + to HMRC by ISA managers. Annual subscriptions are as reported to HMRC by providers for financial + years ending 5 April. Adjustments have been made for missing and incorrect returns. The Total row + is the sum of the cash, stocks and shares, Innovative Finance and Lifetime ISA rows; the stocks + and shares insurance component row is not added into it. From 2017 to 2018 the annual subscription + limit has been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The + annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could + transfer in their account balance without affecting their annual subscription limit up until 5 April + 2018. The government provides a 25% bonus on this amount, which is not reported in these statistics. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2011 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2011.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2011 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2011 + period_coverage: + start_date: '2012-04-05' + end_date: '2012-04-05' + basis: tax + source_period_label: 2011 to 2012 (£ million) + notes: Market values as at 5 April 2012, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 1 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 2 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 3 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 4 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 5 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 6 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 7 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 8 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 9 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 10 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 11 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 12 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 13 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 14 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: B + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2011 to 2012 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2011 to 2012 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2012 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2012.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2012 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2012 + period_coverage: + start_date: '2013-04-05' + end_date: '2013-04-05' + basis: tax + source_period_label: 2012 to 2013 (£ million) + notes: Market values as at 5 April 2013, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 1 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 2 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 3 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 4 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 5 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 6 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 7 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 8 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 9 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 10 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 11 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 12 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 13 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 14 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: C + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2012 to 2013 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2012 to 2013 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2013 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2013.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2013 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2013 + period_coverage: + start_date: '2014-04-05' + end_date: '2014-04-05' + basis: tax + source_period_label: 2013 to 2014 (£ million) + notes: Market values as at 5 April 2014, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 15 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: D + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2013 to 2014 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2013 to 2014 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2014 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2014.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2014 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2014 + period_coverage: + start_date: '2015-04-05' + end_date: '2015-04-05' + basis: tax + source_period_label: 2014 to 2015 (£ million) + notes: Market values as at 5 April 2015, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 15 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: E + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2014 to 2015 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2014 to 2015 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2015 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2015.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2015 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2015 + period_coverage: + start_date: '2016-04-05' + end_date: '2016-04-05' + basis: tax + source_period_label: 2015 to 2016 (£ million) + notes: Market values as at 5 April 2016, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 15 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: F + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2015 to 2016 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2015 to 2016 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2016 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2016.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2016 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2016 + period_coverage: + start_date: '2017-04-05' + end_date: '2017-04-05' + basis: tax + source_period_label: 2016 to 2017 (£ million) + notes: Market values as at 5 April 2017, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: G + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2016 to 2017 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2016 to 2017 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2017 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2017.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2017 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2017 + period_coverage: + start_date: '2018-04-05' + end_date: '2018-04-05' + basis: tax + source_period_label: 2017 to 2018 (£ million) + notes: Market values as at 5 April 2018, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: H + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2017 to 2018 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2017 to 2018 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2018 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2018.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2018 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2018 + period_coverage: + start_date: '2019-04-05' + end_date: '2019-04-05' + basis: tax + source_period_label: 2018 to 2019 (£ million) + notes: Market values as at 5 April 2019, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: I + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2018 to 2019 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2018 to 2019 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2019 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2019.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2019 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2019 + period_coverage: + start_date: '2020-04-05' + end_date: '2020-04-05' + basis: tax + source_period_label: 2019 to 2020 (£ million) + notes: Market values as at 5 April 2020, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: J + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2019 to 2020 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2019 to 2020 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2020 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2020.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2020 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2020 + period_coverage: + start_date: '2021-04-05' + end_date: '2021-04-05' + basis: tax + source_period_label: 2020 to 2021 (£ million) + notes: Market values as at 5 April 2021, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: K + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2020 to 2021 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2020 to 2021 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2021 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2021.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2021 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2021 + period_coverage: + start_date: '2022-04-05' + end_date: '2022-04-05' + basis: tax + source_period_label: 2021 to 2022 (£ million) + notes: Market values as at 5 April 2022, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: L + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2021 to 2022 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2021 to 2022 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2022 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2022.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2022 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2022 + period_coverage: + start_date: '2023-04-05' + end_date: '2023-04-05' + basis: tax + source_period_label: 2022 to 2023 (£ million) + notes: Market values as at 5 April 2023, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: M + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2022 to 2023 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2022 to 2023 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2023 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2023.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2023 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 (£ million) + notes: Market values as at 5 April 2024, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: N + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2023 to 2024 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2023 to 2024 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_6.ty2024 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_6.ty2024.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_6.ty2024 + sheet_name: 9_6_ISA_market_values + period_type: tax_year + period: 2024 + period_coverage: + start_date: '2025-04-05' + end_date: '2025-04-05' + basis: tax + source_period_label: 2024 to 2025 (£ million) + notes: Market values as at 5 April 2025, the end of the tax year. + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_asset_type + rows: + - value_id: stocks_and_shares.shares + label: Shares (stocks and shares component) + ordinal: 0 + row_number: 12 + expected_row_header_column: A + expected_row_header: Shares + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.shares_traded_on_a_recognised_exchange + label: Shares traded on a recognised stock exchange in the EEA & UK (stocks and shares component) + ordinal: 1 + row_number: 13 + expected_row_header_column: A + expected_row_header: Shares traded on a recognised stock exchange in the EEA & UK + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: shares_traded_on_a_recognised_exchange + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: shares_traded_on_a_recognised_exchange + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.securities + label: Securities (stocks and shares component) + ordinal: 2 + row_number: 14 + expected_row_header_column: A + expected_row_header: Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: securities + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: securities + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.gilts + label: Gilts (stocks and shares component) + ordinal: 3 + row_number: 15 + expected_row_header_column: A + expected_row_header: Gilts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: gilts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: gilts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.unit_trusts + label: Unit Trusts (stocks and shares component) + ordinal: 4 + row_number: 16 + expected_row_header_column: A + expected_row_header: Unit Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: unit_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: unit_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.open_ended_investment_companies + label: Shares in Open Ended Investment Companies (OEICs) (stocks and shares component) + ordinal: 5 + row_number: 17 + expected_row_header_column: A + expected_row_header: Shares in Open Ended Investment Companies (OEICs) + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: open_ended_investment_companies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: open_ended_investment_companies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.corporate_bond_funds + label: Corporate Bond Funds (stocks and shares component) + ordinal: 6 + row_number: 18 + expected_row_header_column: A + expected_row_header: Corporate Bond Funds + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: corporate_bond_funds + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: corporate_bond_funds + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.investment_trusts + label: Investment Trusts (stocks and shares component) + ordinal: 7 + row_number: 19 + expected_row_header_column: A + expected_row_header: Investment Trusts + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: investment_trusts + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: investment_trusts + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.ucits + label: Units/Shares in Undertaking for Collective Investment In Transferable Securities (stocks and + shares component) + ordinal: 8 + row_number: 20 + expected_row_header_column: A + expected_row_header: Units/Shares in Undertaking for Collective Investment In Transferable Securities + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: ucits + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: ucits + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.surrender_value_of_policies + label: Surrender value of policies (stocks and shares component) + ordinal: 9 + row_number: 21 + expected_row_header_column: A + expected_row_header: Surrender value of policies + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: surrender_value_of_policies + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: surrender_value_of_policies + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.cash_on_deposit + label: Cash on deposit (stocks and shares component) + ordinal: 10 + row_number: 22 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: stocks_and_shares + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: stocks_and_shares.all + label: Total ISA and PEP Stocks & Shares Funds (stocks and shares component) + ordinal: 11 + row_number: 23 + expected_row_header_column: A + expected_row_header: Total ISA and PEP Stocks & Shares Funds + table_record_kind: total + filters: + isa_component: stocks_and_shares + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: stocks_and_shares + label: ISA component + guard_cells: + - column: A + row: 11 + expected_value: 'Adult ISAs : Stocks & Shares Component' + label: Component heading + - value_id: cash.other_investment_products + label: Other Investment Products (cash component) + ordinal: 12 + row_number: 25 + expected_row_header_column: A + expected_row_header: Other Investment Products + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: other_investment_products + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: other_investment_products + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.cash_on_deposit + label: Cash on deposit (cash component) + ordinal: 13 + row_number: 26 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: cash + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: cash.all + label: Total ISA Cash Component (including TESSA) (cash component) + ordinal: 14 + row_number: 27 + expected_row_header_column: A + expected_row_header: Total ISA Cash Component (including TESSA) + table_record_kind: total + filters: + isa_component: cash + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: cash + label: ISA component + guard_cells: + - column: A + row: 24 + expected_value: 'Adult ISAs: Cash Component' + label: Component heading + - value_id: innovative_finance.innovative_finance_loans + label: Outstanding principal balance of Innovative Finance loans (innovative finance component) + ordinal: 15 + row_number: 29 + expected_row_header_column: A + expected_row_header: Outstanding principal balance of Innovative Finance loans + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: innovative_finance_loans + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: innovative_finance_loans + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.cash_on_deposit + label: Cash on deposit (innovative finance component) + ordinal: 16 + row_number: 30 + expected_row_header_column: A + expected_row_header: Cash on deposit + table_record_kind: detail + filters: + isa_component: innovative_finance + isa_asset_type: cash_on_deposit + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + - variable: isa_asset_type + operator: == + value: cash_on_deposit + label: ISA asset type + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: innovative_finance.all + label: Total ISA Innovative Finance Component (innovative finance component) + ordinal: 17 + row_number: 31 + expected_row_header_column: A + expected_row_header: Total ISA Innovative Finance Component + table_record_kind: total + filters: + isa_component: innovative_finance + isa_asset_type: all + constraints: + - variable: isa_component + operator: == + value: innovative_finance + label: ISA component + guard_cells: + - column: A + row: 28 + expected_value: 'Adult ISAs : Innovative Finance Component' + label: Component heading + - value_id: all.all + label: Total Adult ISA and PEP Funds + ordinal: 18 + row_number: 32 + expected_row_header_column: A + expected_row_header: Total Adult ISA and PEP Funds + table_record_kind: total + filters: + isa_component: all + isa_asset_type: all + measures: + - measure_id: market_value + label: Market value of Adult ISA funds + ordinal: 0 + column: O + source_column_id: market_value + expected_column_header_row: 10 + expected_column_header: 2024 to 2025 (£ million) + concept: hmrc.isa_market_value + source_concept: hmrc.isa_market_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + 2024 to 2025 (£ million), as at the end of the tax year. The information in the tables comes from + the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for + missing and incorrect returns. The surrender value of policies Market Valuation date may be from + 5 October of the year of return. PEP refers to Personal Equity Plans. Market values of Unit Trusts + and Open Ended Investment Companies excludes those invested in corporate bonds. Cash component also + includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are + included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA + and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + unit: gbp + aggregation: sum + value_scale: 1000000 + expected_cell_type: number +- record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.all.subscribers + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_7.ty2023.all.subscribers.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_7.ty2023.all.subscribers + sheet_name: 9_7_ISA_subs_by_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: all + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 15 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 16 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 17 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 18 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 19 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 20 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + measures: + - measure_id: subscription_1_to_2000 + label: Individuals subscribing £1-£2,000 + ordinal: 0 + column: B + source_column_id: subscription_1_to_2000 + expected_column_header_row: 8 + expected_column_header: £1-£2,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_1_to_2000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_1_to_2000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 0 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 2000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_2001_to_4000 + label: Individuals subscribing £2,001-£4,000 + ordinal: 1 + column: C + source_column_id: subscription_2001_to_4000 + expected_column_header_row: 8 + expected_column_header: £2,001-£4,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_2001_to_4000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_2001_to_4000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 2000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 4000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_4001_to_6000 + label: Individuals subscribing £4,001-£6,000 + ordinal: 2 + column: D + source_column_id: subscription_4001_to_6000 + expected_column_header_row: 8 + expected_column_header: £4,001-£6,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_4001_to_6000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_4001_to_6000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 4000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 6000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_6001_to_8000 + label: Individuals subscribing £6,001-£8,000 + ordinal: 3 + column: E + source_column_id: subscription_6001_to_8000 + expected_column_header_row: 8 + expected_column_header: £6,001-£8,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_6001_to_8000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_6001_to_8000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 6000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 8000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_8001_to_10000 + label: Individuals subscribing £8,001-£10,000 + ordinal: 4 + column: F + source_column_id: subscription_8001_to_10000 + expected_column_header_row: 8 + expected_column_header: £8,001-£10,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_8001_to_10000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_8001_to_10000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 8000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 10000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_10001_to_12000 + label: Individuals subscribing £10,001-£12,000 + ordinal: 5 + column: G + source_column_id: subscription_10001_to_12000 + expected_column_header_row: 8 + expected_column_header: £10,001-£12,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_10001_to_12000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_10001_to_12000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 10000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 12000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_12001_to_14000 + label: Individuals subscribing £12,001-£14,000 + ordinal: 6 + column: H + source_column_id: subscription_12001_to_14000 + expected_column_header_row: 8 + expected_column_header: £12,001-£14,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_12001_to_14000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_12001_to_14000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 12000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 14000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_14001_to_16000 + label: Individuals subscribing £14,001-£16,000 + ordinal: 7 + column: I + source_column_id: subscription_14001_to_16000 + expected_column_header_row: 8 + expected_column_header: £14,001-£16,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_14001_to_16000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_14001_to_16000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 14000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 16000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_16001_to_18000 + label: Individuals subscribing £16,001-£18,000 + ordinal: 8 + column: J + source_column_id: subscription_16001_to_18000 + expected_column_header_row: 8 + expected_column_header: £16,001-£18,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_16001_to_18000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_16001_to_18000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 16000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 18000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_18001_to_19999 + label: Individuals subscribing £18,001-£19,999 + ordinal: 9 + column: K + source_column_id: subscription_18001_to_19999 + expected_column_header_row: 8 + expected_column_header: £18,001-£19,999 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_18001_to_19999 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_18001_to_19999 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 18000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: < + value: 20000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_20000_to_20000 + label: Individuals subscribing £20,000 + ordinal: 10 + column: L + source_column_id: subscription_20000_to_20000 + expected_column_header_row: 8 + expected_column_header: £20,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_20000_to_20000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_20000_to_20000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 20000 + unit: gbp + label: ISA subscription + - measure_id: all_subscriptions + label: All individuals subscribing + ordinal: 11 + column: M + source_column_id: all_subscriptions + expected_column_header_row: 8 + expected_column_header: All Subscriptions (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.all.holders + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_7.ty2023.all.holders.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_7.ty2023.all.holders + sheet_name: 9_7_ISA_subs_by_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: all + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 15 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 16 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 17 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 18 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 19 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 20 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 8 + expected_value: Range of Income of All ISA Subscribers (maximum combined subscription £20,000) + label: Table 9.7 block title + measures: + - measure_id: no_further_subscription + label: ISA holders who made no further subscription in the year + ordinal: 0 + column: N + source_column_id: no_further_subscription + expected_column_header_row: 8 + expected_column_header: No Further Subscription (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: none + constraints: + - variable: isa_subscription_band + operator: == + value: none + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 0 + unit: gbp + label: No further subscription in the year + - measure_id: all_holders + label: All ISA holders + ordinal: 1 + column: O + source_column_id: all_holders + expected_column_header_row: 8 + expected_column_header: All ISA Holders (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_only.subscribers + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_only.subscribers.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_7.ty2023.cash_only.subscribers + sheet_name: 9_7_ISA_subs_by_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: cash_only + shared_constraints: + - variable: isa_type + operator: == + value: cash_only + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 22 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 23 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 24 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 25 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 26 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 27 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 28 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 29 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 30 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 31 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 32 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 33 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + measures: + - measure_id: subscription_1_to_2000 + label: Individuals subscribing £1-£2,000 + ordinal: 0 + column: B + source_column_id: subscription_1_to_2000 + expected_column_header_row: 21 + expected_column_header: £1-£2,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_1_to_2000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_1_to_2000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 0 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 2000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_2001_to_4000 + label: Individuals subscribing £2,001-£4,000 + ordinal: 1 + column: C + source_column_id: subscription_2001_to_4000 + expected_column_header_row: 21 + expected_column_header: £2,001-£4,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_2001_to_4000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_2001_to_4000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 2000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 4000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_4001_to_6000 + label: Individuals subscribing £4,001-£6,000 + ordinal: 2 + column: D + source_column_id: subscription_4001_to_6000 + expected_column_header_row: 21 + expected_column_header: £4,001-£6,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_4001_to_6000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_4001_to_6000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 4000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 6000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_6001_to_8000 + label: Individuals subscribing £6,001-£8,000 + ordinal: 3 + column: E + source_column_id: subscription_6001_to_8000 + expected_column_header_row: 21 + expected_column_header: £6,001-£8,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_6001_to_8000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_6001_to_8000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 6000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 8000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_8001_to_10000 + label: Individuals subscribing £8,001-£10,000 + ordinal: 4 + column: F + source_column_id: subscription_8001_to_10000 + expected_column_header_row: 21 + expected_column_header: £8,001-£10,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_8001_to_10000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_8001_to_10000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 8000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 10000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_10001_to_12000 + label: Individuals subscribing £10,001-£12,000 + ordinal: 5 + column: G + source_column_id: subscription_10001_to_12000 + expected_column_header_row: 21 + expected_column_header: £10,001-£12,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_10001_to_12000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_10001_to_12000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 10000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 12000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_12001_to_14000 + label: Individuals subscribing £12,001-£14,000 + ordinal: 6 + column: H + source_column_id: subscription_12001_to_14000 + expected_column_header_row: 21 + expected_column_header: £12,001-£14,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_12001_to_14000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_12001_to_14000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 12000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 14000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_14001_to_16000 + label: Individuals subscribing £14,001-£16,000 + ordinal: 7 + column: I + source_column_id: subscription_14001_to_16000 + expected_column_header_row: 21 + expected_column_header: £14,001-£16,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_14001_to_16000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_14001_to_16000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 14000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 16000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_16001_to_18000 + label: Individuals subscribing £16,001-£18,000 + ordinal: 8 + column: J + source_column_id: subscription_16001_to_18000 + expected_column_header_row: 21 + expected_column_header: £16,001-£18,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_16001_to_18000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_16001_to_18000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 16000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 18000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_18001_to_19999 + label: Individuals subscribing £18,001-£19,999 + ordinal: 9 + column: K + source_column_id: subscription_18001_to_19999 + expected_column_header_row: 21 + expected_column_header: £18,001-£19,999 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_18001_to_19999 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_18001_to_19999 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 18000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: < + value: 20000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_20000_to_20000 + label: Individuals subscribing £20,000 + ordinal: 10 + column: L + source_column_id: subscription_20000_to_20000 + expected_column_header_row: 21 + expected_column_header: £20,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_20000_to_20000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_20000_to_20000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 20000 + unit: gbp + label: ISA subscription + - measure_id: all_subscriptions + label: All individuals subscribing + ordinal: 11 + column: M + source_column_id: all_subscriptions + expected_column_header_row: 21 + expected_column_header: All Subscriptions (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_only.holders + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_only.holders.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_7.ty2023.cash_only.holders + sheet_name: 9_7_ISA_subs_by_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: cash_only + shared_constraints: + - variable: isa_type + operator: == + value: cash_only + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 22 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 23 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 24 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 25 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 26 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 27 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 28 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 29 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 30 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 31 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 32 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 33 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 21 + expected_value: Range of Income of Cash ISA Subscribers Only + label: Table 9.7 block title + measures: + - measure_id: no_further_subscription + label: ISA holders who made no further subscription in the year + ordinal: 0 + column: N + source_column_id: no_further_subscription + expected_column_header_row: 21 + expected_column_header: No Further Subscription (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: none + constraints: + - variable: isa_subscription_band + operator: == + value: none + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 0 + unit: gbp + label: No further subscription in the year + - measure_id: all_holders + label: All ISA holders + ordinal: 1 + column: O + source_column_id: all_holders + expected_column_header_row: 21 + expected_column_header: All ISA Holders (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.stocks_and_shares_only.subscribers + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_7.ty2023.stocks_and_shares_only.subscribers.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_7.ty2023.stocks_and_shares_only.subscribers + sheet_name: 9_7_ISA_subs_by_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: stocks_and_shares_only + shared_constraints: + - variable: isa_type + operator: == + value: stocks_and_shares_only + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 35 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 36 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 37 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 38 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 39 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 40 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 41 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 42 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 43 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 44 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 45 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 46 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + measures: + - measure_id: subscription_1_to_2000 + label: Individuals subscribing £1-£2,000 + ordinal: 0 + column: B + source_column_id: subscription_1_to_2000 + expected_column_header_row: 34 + expected_column_header: £1-£2,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_1_to_2000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_1_to_2000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 0 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 2000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_2001_to_4000 + label: Individuals subscribing £2,001-£4,000 + ordinal: 1 + column: C + source_column_id: subscription_2001_to_4000 + expected_column_header_row: 34 + expected_column_header: £2,001-£4,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_2001_to_4000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_2001_to_4000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 2000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 4000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_4001_to_6000 + label: Individuals subscribing £4,001-£6,000 + ordinal: 2 + column: D + source_column_id: subscription_4001_to_6000 + expected_column_header_row: 34 + expected_column_header: £4,001-£6,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_4001_to_6000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_4001_to_6000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 4000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 6000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_6001_to_8000 + label: Individuals subscribing £6,001-£8,000 + ordinal: 3 + column: E + source_column_id: subscription_6001_to_8000 + expected_column_header_row: 34 + expected_column_header: £6,001-£8,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_6001_to_8000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_6001_to_8000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 6000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 8000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_8001_to_10000 + label: Individuals subscribing £8,001-£10,000 + ordinal: 4 + column: F + source_column_id: subscription_8001_to_10000 + expected_column_header_row: 34 + expected_column_header: £8,001-£10,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_8001_to_10000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_8001_to_10000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 8000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 10000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_10001_to_12000 + label: Individuals subscribing £10,001-£12,000 + ordinal: 5 + column: G + source_column_id: subscription_10001_to_12000 + expected_column_header_row: 34 + expected_column_header: £10,001-£12,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_10001_to_12000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_10001_to_12000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 10000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 12000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_12001_to_14000 + label: Individuals subscribing £12,001-£14,000 + ordinal: 6 + column: H + source_column_id: subscription_12001_to_14000 + expected_column_header_row: 34 + expected_column_header: £12,001-£14,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_12001_to_14000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_12001_to_14000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 12000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 14000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_14001_to_16000 + label: Individuals subscribing £14,001-£16,000 + ordinal: 7 + column: I + source_column_id: subscription_14001_to_16000 + expected_column_header_row: 34 + expected_column_header: £14,001-£16,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_14001_to_16000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_14001_to_16000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 14000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 16000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_16001_to_18000 + label: Individuals subscribing £16,001-£18,000 + ordinal: 8 + column: J + source_column_id: subscription_16001_to_18000 + expected_column_header_row: 34 + expected_column_header: £16,001-£18,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_16001_to_18000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_16001_to_18000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 16000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 18000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_18001_to_19999 + label: Individuals subscribing £18,001-£19,999 + ordinal: 9 + column: K + source_column_id: subscription_18001_to_19999 + expected_column_header_row: 34 + expected_column_header: £18,001-£19,999 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_18001_to_19999 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_18001_to_19999 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 18000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: < + value: 20000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_20000_to_20000 + label: Individuals subscribing £20,000 + ordinal: 10 + column: L + source_column_id: subscription_20000_to_20000 + expected_column_header_row: 34 + expected_column_header: £20,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_20000_to_20000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_20000_to_20000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 20000 + unit: gbp + label: ISA subscription + - measure_id: all_subscriptions + label: All individuals subscribing + ordinal: 11 + column: M + source_column_id: all_subscriptions + expected_column_header_row: 34 + expected_column_header: All Subscriptions (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.stocks_and_shares_only.holders + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_7.ty2023.stocks_and_shares_only.holders.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_7.ty2023.stocks_and_shares_only.holders + sheet_name: 9_7_ISA_subs_by_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: stocks_and_shares_only + shared_constraints: + - variable: isa_type + operator: == + value: stocks_and_shares_only + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 35 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 36 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 37 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 38 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 39 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 40 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 41 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 42 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 43 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 44 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 45 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 46 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 34 + expected_value: Range of Income of Stocks & Shares ISA Subscribers Only + label: Table 9.7 block title + measures: + - measure_id: no_further_subscription + label: ISA holders who made no further subscription in the year + ordinal: 0 + column: N + source_column_id: no_further_subscription + expected_column_header_row: 34 + expected_column_header: No Further Subscription (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: none + constraints: + - variable: isa_subscription_band + operator: == + value: none + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 0 + unit: gbp + label: No further subscription in the year + - measure_id: all_holders + label: All ISA holders + ordinal: 1 + column: O + source_column_id: all_holders + expected_column_header_row: 34 + expected_column_header: All ISA Holders (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_and_stocks_and_shares.subscribers + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_and_stocks_and_shares.subscribers.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_7.ty2023.cash_and_stocks_and_shares.subscribers + sheet_name: 9_7_ISA_subs_by_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: cash_and_stocks_and_shares + shared_constraints: + - variable: isa_type + operator: == + value: cash_and_stocks_and_shares + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 48 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 49 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 50 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 51 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 52 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 53 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 54 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 55 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 56 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 57 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 58 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 59 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + measures: + - measure_id: subscription_1_to_2000 + label: Individuals subscribing £1-£2,000 + ordinal: 0 + column: B + source_column_id: subscription_1_to_2000 + expected_column_header_row: 47 + expected_column_header: £1-£2,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_1_to_2000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_1_to_2000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 0 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 2000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_2001_to_4000 + label: Individuals subscribing £2,001-£4,000 + ordinal: 1 + column: C + source_column_id: subscription_2001_to_4000 + expected_column_header_row: 47 + expected_column_header: £2,001-£4,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_2001_to_4000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_2001_to_4000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 2000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 4000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_4001_to_6000 + label: Individuals subscribing £4,001-£6,000 + ordinal: 2 + column: D + source_column_id: subscription_4001_to_6000 + expected_column_header_row: 47 + expected_column_header: £4,001-£6,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_4001_to_6000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_4001_to_6000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 4000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 6000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_6001_to_8000 + label: Individuals subscribing £6,001-£8,000 + ordinal: 3 + column: E + source_column_id: subscription_6001_to_8000 + expected_column_header_row: 47 + expected_column_header: £6,001-£8,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_6001_to_8000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_6001_to_8000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 6000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 8000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_8001_to_10000 + label: Individuals subscribing £8,001-£10,000 + ordinal: 4 + column: F + source_column_id: subscription_8001_to_10000 + expected_column_header_row: 47 + expected_column_header: £8,001-£10,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_8001_to_10000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_8001_to_10000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 8000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 10000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_10001_to_12000 + label: Individuals subscribing £10,001-£12,000 + ordinal: 5 + column: G + source_column_id: subscription_10001_to_12000 + expected_column_header_row: 47 + expected_column_header: £10,001-£12,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_10001_to_12000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_10001_to_12000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 10000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 12000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_12001_to_14000 + label: Individuals subscribing £12,001-£14,000 + ordinal: 6 + column: H + source_column_id: subscription_12001_to_14000 + expected_column_header_row: 47 + expected_column_header: £12,001-£14,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_12001_to_14000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_12001_to_14000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 12000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 14000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_14001_to_16000 + label: Individuals subscribing £14,001-£16,000 + ordinal: 7 + column: I + source_column_id: subscription_14001_to_16000 + expected_column_header_row: 47 + expected_column_header: £14,001-£16,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_14001_to_16000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_14001_to_16000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 14000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 16000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_16001_to_18000 + label: Individuals subscribing £16,001-£18,000 + ordinal: 8 + column: J + source_column_id: subscription_16001_to_18000 + expected_column_header_row: 47 + expected_column_header: £16,001-£18,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_16001_to_18000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_16001_to_18000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 16000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: <= + value: 18000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_18001_to_19999 + label: Individuals subscribing £18,001-£19,999 + ordinal: 9 + column: K + source_column_id: subscription_18001_to_19999 + expected_column_header_row: 47 + expected_column_header: £18,001-£19,999 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_18001_to_19999 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_18001_to_19999 + label: ISA subscription band + - variable: isa_subscription_amount + operator: '>' + value: 18000 + unit: gbp + label: ISA subscription lower bound + - variable: isa_subscription_amount + operator: < + value: 20000 + unit: gbp + label: ISA subscription upper bound + - measure_id: subscription_20000_to_20000 + label: Individuals subscribing £20,000 + ordinal: 10 + column: L + source_column_id: subscription_20000_to_20000 + expected_column_header_row: 47 + expected_column_header: £20,000 (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: subscription_20000_to_20000 + constraints: + - variable: isa_subscription_band + operator: == + value: subscription_20000_to_20000 + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 20000 + unit: gbp + label: ISA subscription + - measure_id: all_subscriptions + label: All individuals subscribing + ordinal: 11 + column: M + source_column_id: all_subscriptions + expected_column_header_row: 47 + expected_column_header: All Subscriptions (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In + this block the subscription band is the combined amount subscribed across cash and stocks and shares + ISAs.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_and_stocks_and_shares.holders + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_and_stocks_and_shares.holders.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_7.ty2023.cash_and_stocks_and_shares.holders + sheet_name: 9_7_ISA_subs_by_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: cash_and_stocks_and_shares + shared_constraints: + - variable: isa_type + operator: == + value: cash_and_stocks_and_shares + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 48 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 49 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 50 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 51 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 52 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 53 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 54 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 55 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 56 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 57 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 58 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 59 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 47 + expected_value: Range of Income of Cash and Stocks & Shares ISA Subscribers + label: Table 9.7 block title + measures: + - measure_id: no_further_subscription + label: ISA holders who made no further subscription in the year + ordinal: 0 + column: N + source_column_id: no_further_subscription + expected_column_header_row: 47 + expected_column_header: No Further Subscription (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: none + constraints: + - variable: isa_subscription_band + operator: == + value: none + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 0 + unit: gbp + label: No further subscription in the year + - measure_id: all_holders + label: All ISA holders + ordinal: 1 + column: O + source_column_id: all_holders + expected_column_header_row: 47 + expected_column_header: All ISA Holders (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.male.subscribers + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_8.ty2023.male.subscribers.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_8.ty2023.male.subscribers + sheet_name: 9_8_ISA_subs_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: male + shared_constraints: + - variable: sex + operator: == + value: male + label: Sex + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Male Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Male 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Male 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Male 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Male 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Male 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 15 + expected_row_header_column: A + expected_row_header: Male 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 16 + expected_row_header_column: A + expected_row_header: Male 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 17 + expected_row_header_column: A + expected_row_header: Male 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 18 + expected_row_header_column: A + expected_row_header: Male 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 19 + expected_row_header_column: A + expected_row_header: Male 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 20 + expected_row_header_column: A + expected_row_header: Male 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 21 + expected_row_header_column: A + expected_row_header: Male 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 22 + expected_row_header_column: A + expected_row_header: Male 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 23 + expected_row_header_column: A + expected_row_header: Male 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 24 + expected_row_header_column: A + expected_row_header: Male 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 25 + expected_row_header_column: A + expected_row_header: Male 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 26 + expected_row_header_column: A + expected_row_header: Male 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 27 + expected_row_header_column: A + expected_row_header: Male 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 28 + expected_row_header_column: A + expected_row_header: Male 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 29 + expected_row_header_column: A + expected_row_header: Male 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 30 + expected_row_header_column: A + expected_row_header: Male Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: cash_only_subscribers + label: 'Individuals subscribing: Cash ISA only' + ordinal: 0 + column: B + source_column_id: cash_only_subscribers + expected_column_header_row: 8 + expected_column_header: Cash ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: cash_only + constraints: + - variable: isa_type + operator: == + value: cash_only + label: ISA type + - measure_id: stocks_and_shares_only_subscribers + label: 'Individuals subscribing: Stocks and shares ISA only' + ordinal: 1 + column: C + source_column_id: stocks_and_shares_only_subscribers + expected_column_header_row: 8 + expected_column_header: Stocks & Shares ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: stocks_and_shares_only + constraints: + - variable: isa_type + operator: == + value: stocks_and_shares_only + label: ISA type + - measure_id: cash_and_stocks_and_shares_subscribers + label: 'Individuals subscribing: Cash and stocks and shares ISAs' + ordinal: 2 + column: D + source_column_id: cash_and_stocks_and_shares_subscribers + expected_column_header_row: 8 + expected_column_header: Stocks & Shares and Cash ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: cash_and_stocks_and_shares + constraints: + - variable: isa_type + operator: == + value: cash_and_stocks_and_shares + label: ISA type + - measure_id: all_subscribers + label: All individuals subscribing + ordinal: 3 + column: E + source_column_id: all_subscribers + expected_column_header_row: 8 + expected_column_header: All Subscriptions (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all +- record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.male.holders + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_8.ty2023.male.holders.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_8.ty2023.male.holders + sheet_name: 9_8_ISA_subs_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: male + shared_constraints: + - variable: sex + operator: == + value: male + label: Sex + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 9 + expected_row_header_column: A + expected_row_header: Male Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 10 + expected_row_header_column: A + expected_row_header: Male 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 11 + expected_row_header_column: A + expected_row_header: Male 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 12 + expected_row_header_column: A + expected_row_header: Male 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 13 + expected_row_header_column: A + expected_row_header: Male 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 14 + expected_row_header_column: A + expected_row_header: Male 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 15 + expected_row_header_column: A + expected_row_header: Male 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 16 + expected_row_header_column: A + expected_row_header: Male 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 17 + expected_row_header_column: A + expected_row_header: Male 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 18 + expected_row_header_column: A + expected_row_header: Male 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 19 + expected_row_header_column: A + expected_row_header: Male 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 20 + expected_row_header_column: A + expected_row_header: Male 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 21 + expected_row_header_column: A + expected_row_header: Male 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 22 + expected_row_header_column: A + expected_row_header: Male 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 23 + expected_row_header_column: A + expected_row_header: Male 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 24 + expected_row_header_column: A + expected_row_header: Male 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 25 + expected_row_header_column: A + expected_row_header: Male 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 26 + expected_row_header_column: A + expected_row_header: Male 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 27 + expected_row_header_column: A + expected_row_header: Male 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 28 + expected_row_header_column: A + expected_row_header: Male 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 29 + expected_row_header_column: A + expected_row_header: Male 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 30 + expected_row_header_column: A + expected_row_header: Male Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: no_further_subscription + label: ISA holders who made no further subscription in the year + ordinal: 0 + column: F + source_column_id: no_further_subscription + expected_column_header_row: 8 + expected_column_header: No Further Subscription (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all + isa_subscription_band: none + constraints: + - variable: isa_subscription_band + operator: == + value: none + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 0 + unit: gbp + label: No further subscription in the year + - measure_id: all_holders + label: All ISA holders + ordinal: 1 + column: G + source_column_id: all_holders + expected_column_header_row: 8 + expected_column_header: All ISA Holders (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.female.subscribers + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_8.ty2023.female.subscribers.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_8.ty2023.female.subscribers + sheet_name: 9_8_ISA_subs_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: female + shared_constraints: + - variable: sex + operator: == + value: female + label: Sex + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 31 + expected_row_header_column: A + expected_row_header: Female Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 32 + expected_row_header_column: A + expected_row_header: Female 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 33 + expected_row_header_column: A + expected_row_header: Female 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 34 + expected_row_header_column: A + expected_row_header: Female 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 35 + expected_row_header_column: A + expected_row_header: Female 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 36 + expected_row_header_column: A + expected_row_header: Female 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 37 + expected_row_header_column: A + expected_row_header: Female 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 38 + expected_row_header_column: A + expected_row_header: Female 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 39 + expected_row_header_column: A + expected_row_header: Female 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 40 + expected_row_header_column: A + expected_row_header: Female 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 41 + expected_row_header_column: A + expected_row_header: Female 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 42 + expected_row_header_column: A + expected_row_header: Female 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 43 + expected_row_header_column: A + expected_row_header: Female 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 44 + expected_row_header_column: A + expected_row_header: Female 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 45 + expected_row_header_column: A + expected_row_header: Female 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 46 + expected_row_header_column: A + expected_row_header: Female 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 47 + expected_row_header_column: A + expected_row_header: Female 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 48 + expected_row_header_column: A + expected_row_header: Female 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 49 + expected_row_header_column: A + expected_row_header: Female 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 50 + expected_row_header_column: A + expected_row_header: Female 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 51 + expected_row_header_column: A + expected_row_header: Female 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 52 + expected_row_header_column: A + expected_row_header: Female Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: cash_only_subscribers + label: 'Individuals subscribing: Cash ISA only' + ordinal: 0 + column: B + source_column_id: cash_only_subscribers + expected_column_header_row: 8 + expected_column_header: Cash ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: cash_only + constraints: + - variable: isa_type + operator: == + value: cash_only + label: ISA type + - measure_id: stocks_and_shares_only_subscribers + label: 'Individuals subscribing: Stocks and shares ISA only' + ordinal: 1 + column: C + source_column_id: stocks_and_shares_only_subscribers + expected_column_header_row: 8 + expected_column_header: Stocks & Shares ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: stocks_and_shares_only + constraints: + - variable: isa_type + operator: == + value: stocks_and_shares_only + label: ISA type + - measure_id: cash_and_stocks_and_shares_subscribers + label: 'Individuals subscribing: Cash and stocks and shares ISAs' + ordinal: 2 + column: D + source_column_id: cash_and_stocks_and_shares_subscribers + expected_column_header_row: 8 + expected_column_header: Stocks & Shares and Cash ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: cash_and_stocks_and_shares + constraints: + - variable: isa_type + operator: == + value: cash_and_stocks_and_shares + label: ISA type + - measure_id: all_subscribers + label: All individuals subscribing + ordinal: 3 + column: E + source_column_id: all_subscribers + expected_column_header_row: 8 + expected_column_header: All Subscriptions (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all +- record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.female.holders + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_8.ty2023.female.holders.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_8.ty2023.female.holders + sheet_name: 9_8_ISA_subs_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: female + shared_constraints: + - variable: sex + operator: == + value: female + label: Sex + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 31 + expected_row_header_column: A + expected_row_header: Female Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 32 + expected_row_header_column: A + expected_row_header: Female 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 33 + expected_row_header_column: A + expected_row_header: Female 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 34 + expected_row_header_column: A + expected_row_header: Female 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 35 + expected_row_header_column: A + expected_row_header: Female 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 36 + expected_row_header_column: A + expected_row_header: Female 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 37 + expected_row_header_column: A + expected_row_header: Female 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 38 + expected_row_header_column: A + expected_row_header: Female 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 39 + expected_row_header_column: A + expected_row_header: Female 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 40 + expected_row_header_column: A + expected_row_header: Female 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 41 + expected_row_header_column: A + expected_row_header: Female 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 42 + expected_row_header_column: A + expected_row_header: Female 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 43 + expected_row_header_column: A + expected_row_header: Female 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 44 + expected_row_header_column: A + expected_row_header: Female 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 45 + expected_row_header_column: A + expected_row_header: Female 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 46 + expected_row_header_column: A + expected_row_header: Female 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 47 + expected_row_header_column: A + expected_row_header: Female 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 48 + expected_row_header_column: A + expected_row_header: Female 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 49 + expected_row_header_column: A + expected_row_header: Female 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 50 + expected_row_header_column: A + expected_row_header: Female 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 51 + expected_row_header_column: A + expected_row_header: Female 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 52 + expected_row_header_column: A + expected_row_header: Female Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: no_further_subscription + label: ISA holders who made no further subscription in the year + ordinal: 0 + column: F + source_column_id: no_further_subscription + expected_column_header_row: 8 + expected_column_header: No Further Subscription (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all + isa_subscription_band: none + constraints: + - variable: isa_subscription_band + operator: == + value: none + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 0 + unit: gbp + label: No further subscription in the year + - measure_id: all_holders + label: All ISA holders + ordinal: 1 + column: G + source_column_id: all_holders + expected_column_header_row: 8 + expected_column_header: All ISA Holders (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.all.subscribers + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_8.ty2023.all.subscribers.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_8.ty2023.all.subscribers + sheet_name: 9_8_ISA_subs_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: all + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 53 + expected_row_header_column: A + expected_row_header: Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 54 + expected_row_header_column: A + expected_row_header: 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 55 + expected_row_header_column: A + expected_row_header: 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 56 + expected_row_header_column: A + expected_row_header: 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 57 + expected_row_header_column: A + expected_row_header: 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 58 + expected_row_header_column: A + expected_row_header: 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 59 + expected_row_header_column: A + expected_row_header: 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 60 + expected_row_header_column: A + expected_row_header: 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 61 + expected_row_header_column: A + expected_row_header: 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 62 + expected_row_header_column: A + expected_row_header: 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 63 + expected_row_header_column: A + expected_row_header: 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 64 + expected_row_header_column: A + expected_row_header: 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 65 + expected_row_header_column: A + expected_row_header: 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 66 + expected_row_header_column: A + expected_row_header: 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 67 + expected_row_header_column: A + expected_row_header: 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 68 + expected_row_header_column: A + expected_row_header: 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 69 + expected_row_header_column: A + expected_row_header: 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 70 + expected_row_header_column: A + expected_row_header: 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 71 + expected_row_header_column: A + expected_row_header: 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 72 + expected_row_header_column: A + expected_row_header: 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 73 + expected_row_header_column: A + expected_row_header: 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 74 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: cash_only_subscribers + label: 'Individuals subscribing: Cash ISA only' + ordinal: 0 + column: B + source_column_id: cash_only_subscribers + expected_column_header_row: 8 + expected_column_header: Cash ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: cash_only + constraints: + - variable: isa_type + operator: == + value: cash_only + label: ISA type + - measure_id: stocks_and_shares_only_subscribers + label: 'Individuals subscribing: Stocks and shares ISA only' + ordinal: 1 + column: C + source_column_id: stocks_and_shares_only_subscribers + expected_column_header_row: 8 + expected_column_header: Stocks & Shares ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: stocks_and_shares_only + constraints: + - variable: isa_type + operator: == + value: stocks_and_shares_only + label: ISA type + - measure_id: cash_and_stocks_and_shares_subscribers + label: 'Individuals subscribing: Cash and stocks and shares ISAs' + ordinal: 2 + column: D + source_column_id: cash_and_stocks_and_shares_subscribers + expected_column_header_row: 8 + expected_column_header: Stocks & Shares and Cash ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: cash_and_stocks_and_shares + constraints: + - variable: isa_type + operator: == + value: cash_and_stocks_and_shares + label: ISA type + - measure_id: all_subscribers + label: All individuals subscribing + ordinal: 3 + column: E + source_column_id: all_subscribers + expected_column_header_row: 8 + expected_column_header: All Subscriptions (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC + does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all +- record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.all.holders + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_8.ty2023.all.holders.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_8.ty2023.all.holders + sheet_name: 9_8_ISA_subs_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: all + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 53 + expected_row_header_column: A + expected_row_header: Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 54 + expected_row_header_column: A + expected_row_header: 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 55 + expected_row_header_column: A + expected_row_header: 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 56 + expected_row_header_column: A + expected_row_header: 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 57 + expected_row_header_column: A + expected_row_header: 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 58 + expected_row_header_column: A + expected_row_header: 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 59 + expected_row_header_column: A + expected_row_header: 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 60 + expected_row_header_column: A + expected_row_header: 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 61 + expected_row_header_column: A + expected_row_header: 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 62 + expected_row_header_column: A + expected_row_header: 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 63 + expected_row_header_column: A + expected_row_header: 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 64 + expected_row_header_column: A + expected_row_header: 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 65 + expected_row_header_column: A + expected_row_header: 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 66 + expected_row_header_column: A + expected_row_header: 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 67 + expected_row_header_column: A + expected_row_header: 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 68 + expected_row_header_column: A + expected_row_header: 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 69 + expected_row_header_column: A + expected_row_header: 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 70 + expected_row_header_column: A + expected_row_header: 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 71 + expected_row_header_column: A + expected_row_header: 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 72 + expected_row_header_column: A + expected_row_header: 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 73 + expected_row_header_column: A + expected_row_header: 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 74 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: no_further_subscription + label: ISA holders who made no further subscription in the year + ordinal: 0 + column: F + source_column_id: no_further_subscription + expected_column_header_row: 8 + expected_column_header: No Further Subscription (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all + isa_subscription_band: none + constraints: + - variable: isa_subscription_band + operator: == + value: none + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 0 + unit: gbp + label: No further subscription in the year + - measure_id: all_holders + label: All ISA holders + ordinal: 1 + column: G + source_column_id: all_holders + expected_column_header_row: 8 + expected_column_header: All ISA Holders (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_9.ty2023.subscribers + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_9.ty2023.subscribers.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_9.ty2023.subscribers + sheet_name: 9_9_ISA_subs_by_country_region + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_subscriber + domain: individual_savings_accounts + groupby_dimension: geography + rows: + - value_id: E12000001 + label: North East + ordinal: 0 + row_number: 9 + expected_row_header_column: B + expected_row_header: North East + geography_id: E12000001 + geography_level: region + geography_name: North East + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 9 + expected_value: E12000001 + label: Area code as published + - value_id: E12000002 + label: North West and Merseyside + ordinal: 1 + row_number: 10 + expected_row_header_column: B + expected_row_header: North West and Merseyside + geography_id: E12000002 + geography_level: region + geography_name: North West and Merseyside + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 10 + expected_value: E12000002 + label: Area code as published + - value_id: E12000003 + label: Yorkshire and the Humber + ordinal: 2 + row_number: 11 + expected_row_header_column: B + expected_row_header: Yorkshire and the Humber + geography_id: E12000003 + geography_level: region + geography_name: Yorkshire and the Humber + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 11 + expected_value: E12000003 + label: Area code as published + - value_id: E12000004 + label: East Midlands + ordinal: 3 + row_number: 12 + expected_row_header_column: B + expected_row_header: East Midlands + geography_id: E12000004 + geography_level: region + geography_name: East Midlands + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: E12000004 + label: Area code as published + - value_id: E12000005 + label: West Midlands + ordinal: 4 + row_number: 13 + expected_row_header_column: B + expected_row_header: West Midlands + geography_id: E12000005 + geography_level: region + geography_name: West Midlands + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 13 + expected_value: E12000005 + label: Area code as published + - value_id: E12000006 + label: East of England + ordinal: 5 + row_number: 14 + expected_row_header_column: B + expected_row_header: East of England + geography_id: E12000006 + geography_level: region + geography_name: East of England + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 14 + expected_value: E12000006 + label: Area code as published + - value_id: E12000007 + label: London + ordinal: 6 + row_number: 15 + expected_row_header_column: B + expected_row_header: London + geography_id: E12000007 + geography_level: region + geography_name: London + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 15 + expected_value: E12000007 + label: Area code as published + - value_id: E12000008 + label: South East + ordinal: 7 + row_number: 16 + expected_row_header_column: B + expected_row_header: South East + geography_id: E12000008 + geography_level: region + geography_name: South East + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 16 + expected_value: E12000008 + label: Area code as published + - value_id: E12000009 + label: South West + ordinal: 8 + row_number: 17 + expected_row_header_column: B + expected_row_header: South West + geography_id: E12000009 + geography_level: region + geography_name: South West + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 17 + expected_value: E12000009 + label: Area code as published + - value_id: E92000001 + label: England + ordinal: 9 + row_number: 18 + expected_row_header_column: B + expected_row_header: Total + geography_id: E92000001 + geography_level: country + geography_name: England + geography_vintage: current + table_record_kind: total + guard_cells: + - column: A + row: 18 + expected_value: '[no code]' + label: Area code as published + - column: B + row: 8 + expected_value: England + label: England section heading + - value_id: W92000004 + label: Wales + ordinal: 10 + row_number: 19 + expected_row_header_column: B + expected_row_header: Wales + geography_id: W92000004 + geography_level: country + geography_name: Wales + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 19 + expected_value: W99999999 + label: Area code as published + - value_id: S92000003 + label: Scotland + ordinal: 11 + row_number: 20 + expected_row_header_column: B + expected_row_header: Scotland + geography_id: S92000003 + geography_level: country + geography_name: Scotland + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 20 + expected_value: S99999999 + label: Area code as published + - value_id: N92000002 + label: Northern Ireland + ordinal: 12 + row_number: 21 + expected_row_header_column: B + expected_row_header: Northern Ireland + geography_id: N92000002 + geography_level: country + geography_name: Northern Ireland + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 21 + expected_value: N99999999 + label: Area code as published + - value_id: overseas_and_unknown + label: Overseas and unknown + ordinal: 13 + row_number: 22 + expected_row_header_column: B + expected_row_header: Overseas and Unknown + geography_id: hmrc:overseas_and_unknown + geography_level: statistical_scope + geography_name: Overseas and unknown + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 22 + expected_value: '[no code]' + label: Area code as published + - value_id: K02000001 + label: United Kingdom + ordinal: 14 + row_number: 23 + expected_row_header_column: B + expected_row_header: United Kingdom + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + table_record_kind: total + guard_cells: + - column: A + row: 23 + expected_value: K02000001 + label: Area code as published + measures: + - measure_id: cash_only_subscribers + label: 'Individuals subscribing: Cash ISA only' + ordinal: 0 + column: C + source_column_id: cash_only_subscribers + expected_column_header_row: 7 + expected_column_header: Cash ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. Region + and country come from the Survey of Personal Incomes. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: cash_only + constraints: + - variable: isa_type + operator: == + value: cash_only + label: ISA type + - measure_id: stocks_and_shares_only_subscribers + label: 'Individuals subscribing: Stocks and shares ISA only' + ordinal: 1 + column: D + source_column_id: stocks_and_shares_only_subscribers + expected_column_header_row: 7 + expected_column_header: Stocks & Shares ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. Region + and country come from the Survey of Personal Incomes. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: stocks_and_shares_only + constraints: + - variable: isa_type + operator: == + value: stocks_and_shares_only + label: ISA type + - measure_id: cash_and_stocks_and_shares_subscribers + label: 'Individuals subscribing: Cash and stocks and shares ISAs' + ordinal: 2 + column: E + source_column_id: cash_and_stocks_and_shares_subscribers + expected_column_header_row: 7 + expected_column_header: Stocks & Shares and Cash ISA (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. Region + and country come from the Survey of Personal Incomes. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: cash_and_stocks_and_shares + constraints: + - variable: isa_type + operator: == + value: cash_and_stocks_and_shares + label: ISA type + - measure_id: all_subscribers + label: All individuals subscribing + ordinal: 3 + column: F + source_column_id: all_subscribers + expected_column_header_row: 7 + expected_column_header: All Subscriptions (thousands) + concept: hmrc.isa_subscribers + source_concept: hmrc.isa_subscribers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. Region + and country come from the Survey of Personal Incomes. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all +- record_set_id: hmrc.isa_statistics_2026.table9_9.ty2023.holders + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_9.ty2023.holders.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_9.ty2023.holders + sheet_name: 9_9_ISA_subs_by_country_region + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: geography + rows: + - value_id: E12000001 + label: North East + ordinal: 0 + row_number: 9 + expected_row_header_column: B + expected_row_header: North East + geography_id: E12000001 + geography_level: region + geography_name: North East + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 9 + expected_value: E12000001 + label: Area code as published + - value_id: E12000002 + label: North West and Merseyside + ordinal: 1 + row_number: 10 + expected_row_header_column: B + expected_row_header: North West and Merseyside + geography_id: E12000002 + geography_level: region + geography_name: North West and Merseyside + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 10 + expected_value: E12000002 + label: Area code as published + - value_id: E12000003 + label: Yorkshire and the Humber + ordinal: 2 + row_number: 11 + expected_row_header_column: B + expected_row_header: Yorkshire and the Humber + geography_id: E12000003 + geography_level: region + geography_name: Yorkshire and the Humber + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 11 + expected_value: E12000003 + label: Area code as published + - value_id: E12000004 + label: East Midlands + ordinal: 3 + row_number: 12 + expected_row_header_column: B + expected_row_header: East Midlands + geography_id: E12000004 + geography_level: region + geography_name: East Midlands + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: E12000004 + label: Area code as published + - value_id: E12000005 + label: West Midlands + ordinal: 4 + row_number: 13 + expected_row_header_column: B + expected_row_header: West Midlands + geography_id: E12000005 + geography_level: region + geography_name: West Midlands + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 13 + expected_value: E12000005 + label: Area code as published + - value_id: E12000006 + label: East of England + ordinal: 5 + row_number: 14 + expected_row_header_column: B + expected_row_header: East of England + geography_id: E12000006 + geography_level: region + geography_name: East of England + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 14 + expected_value: E12000006 + label: Area code as published + - value_id: E12000007 + label: London + ordinal: 6 + row_number: 15 + expected_row_header_column: B + expected_row_header: London + geography_id: E12000007 + geography_level: region + geography_name: London + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 15 + expected_value: E12000007 + label: Area code as published + - value_id: E12000008 + label: South East + ordinal: 7 + row_number: 16 + expected_row_header_column: B + expected_row_header: South East + geography_id: E12000008 + geography_level: region + geography_name: South East + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 16 + expected_value: E12000008 + label: Area code as published + - value_id: E12000009 + label: South West + ordinal: 8 + row_number: 17 + expected_row_header_column: B + expected_row_header: South West + geography_id: E12000009 + geography_level: region + geography_name: South West + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 17 + expected_value: E12000009 + label: Area code as published + - value_id: E92000001 + label: England + ordinal: 9 + row_number: 18 + expected_row_header_column: B + expected_row_header: Total + geography_id: E92000001 + geography_level: country + geography_name: England + geography_vintage: current + table_record_kind: total + guard_cells: + - column: A + row: 18 + expected_value: '[no code]' + label: Area code as published + - column: B + row: 8 + expected_value: England + label: England section heading + - value_id: W92000004 + label: Wales + ordinal: 10 + row_number: 19 + expected_row_header_column: B + expected_row_header: Wales + geography_id: W92000004 + geography_level: country + geography_name: Wales + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 19 + expected_value: W99999999 + label: Area code as published + - value_id: S92000003 + label: Scotland + ordinal: 11 + row_number: 20 + expected_row_header_column: B + expected_row_header: Scotland + geography_id: S92000003 + geography_level: country + geography_name: Scotland + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 20 + expected_value: S99999999 + label: Area code as published + - value_id: N92000002 + label: Northern Ireland + ordinal: 12 + row_number: 21 + expected_row_header_column: B + expected_row_header: Northern Ireland + geography_id: N92000002 + geography_level: country + geography_name: Northern Ireland + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 21 + expected_value: N99999999 + label: Area code as published + - value_id: overseas_and_unknown + label: Overseas and unknown + ordinal: 13 + row_number: 22 + expected_row_header_column: B + expected_row_header: Overseas and Unknown + geography_id: hmrc:overseas_and_unknown + geography_level: statistical_scope + geography_name: Overseas and unknown + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 22 + expected_value: '[no code]' + label: Area code as published + - value_id: K02000001 + label: United Kingdom + ordinal: 14 + row_number: 23 + expected_row_header_column: B + expected_row_header: United Kingdom + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + table_record_kind: total + guard_cells: + - column: A + row: 23 + expected_value: K02000001 + label: Area code as published + measures: + - measure_id: no_further_subscription + label: ISA holders who made no further subscription in the year + ordinal: 0 + column: G + source_column_id: no_further_subscription + expected_column_header_row: 7 + expected_column_header: No Further Subscription (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all + isa_subscription_band: none + constraints: + - variable: isa_subscription_band + operator: == + value: none + label: ISA subscription band + - variable: isa_subscription_amount + operator: == + value: 0 + unit: gbp + label: No further subscription in the year + - measure_id: all_holders + label: All ISA holders + ordinal: 1 + column: H + source_column_id: all_holders + expected_column_header_row: 7 + expected_column_header: All ISA Holders (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax + year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are + counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in + 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 + and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance + ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: + no further subscription represents individuals holding possibly one or more ISA account (variously + cash, stocks and shares, or a combination of both) but who did not make a further subscription during + the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all + isa_subscription_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_10.ty2023.all + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_10.ty2023.all.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_10.ty2023.all + sheet_name: 9_10_ISA_market_values_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: all + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 8 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 9 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 10 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 11 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 12 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 13 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 14 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 15 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 16 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 17 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 18 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 19 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 7 + expected_value: Range of Income of All ISA Holders + label: Table 9.10 block title + measures: + - measure_id: market_value_1_to_2499 + label: ISA holders with market value £1-£2,499 + ordinal: 0 + column: B + source_column_id: market_value_1_to_2499 + expected_column_header_row: 7 + expected_column_header: £1-£2,499 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_1_to_2499 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_1_to_2499 + label: ISA market value band + - variable: isa_market_value + operator: '>' + value: 0 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 2500 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_2500_to_4999 + label: ISA holders with market value £2,500-£4,999 + ordinal: 1 + column: C + source_column_id: market_value_2500_to_4999 + expected_column_header_row: 7 + expected_column_header: £2,500-£4,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_2500_to_4999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_2500_to_4999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 2500 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 5000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_5000_to_9999 + label: ISA holders with market value £5,000-£9,999 + ordinal: 2 + column: D + source_column_id: market_value_5000_to_9999 + expected_column_header_row: 7 + expected_column_header: £5,000-£9,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_5000_to_9999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_5000_to_9999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 5000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 10000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_10000_to_14999 + label: ISA holders with market value £10,000-£14,999 + ordinal: 3 + column: E + source_column_id: market_value_10000_to_14999 + expected_column_header_row: 7 + expected_column_header: £10,000-£14,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_10000_to_14999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_10000_to_14999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 10000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 15000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_15000_to_19999 + label: ISA holders with market value £15,000-£19,999 + ordinal: 4 + column: F + source_column_id: market_value_15000_to_19999 + expected_column_header_row: 7 + expected_column_header: £15,000-£19,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_15000_to_19999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_15000_to_19999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 15000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 20000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_20000_to_24999 + label: ISA holders with market value £20,000-£24,999 + ordinal: 5 + column: G + source_column_id: market_value_20000_to_24999 + expected_column_header_row: 7 + expected_column_header: £20,000-£24,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_20000_to_24999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_20000_to_24999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 20000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 25000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_25000_to_34999 + label: ISA holders with market value £25,000-£34,999 + ordinal: 6 + column: H + source_column_id: market_value_25000_to_34999 + expected_column_header_row: 7 + expected_column_header: £25,000-£34,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_25000_to_34999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_25000_to_34999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 25000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 35000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_35000_to_49999 + label: ISA holders with market value £35,000-£49,999 + ordinal: 7 + column: I + source_column_id: market_value_35000_to_49999 + expected_column_header_row: 7 + expected_column_header: £35,000-£49,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_35000_to_49999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_35000_to_49999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 35000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 50000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_50000_to_74999 + label: ISA holders with market value £50,000-£74,999 + ordinal: 8 + column: J + source_column_id: market_value_50000_to_74999 + expected_column_header_row: 7 + expected_column_header: £50,000-£74,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_50000_to_74999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_50000_to_74999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 50000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 75000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_75000_to_99999 + label: ISA holders with market value £75,000-£99,999 + ordinal: 9 + column: K + source_column_id: market_value_75000_to_99999 + expected_column_header_row: 7 + expected_column_header: £75,000-£99,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_75000_to_99999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_75000_to_99999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 75000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 100000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_100000_to_199999 + label: ISA holders with market value £100,000-£199,999 + ordinal: 10 + column: L + source_column_id: market_value_100000_to_199999 + expected_column_header_row: 7 + expected_column_header: £100,000-£199,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_100000_to_199999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_100000_to_199999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 100000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 200000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_200000_plus + label: ISA holders with market value £200,000 or more + ordinal: 11 + column: M + source_column_id: market_value_200000_plus + expected_column_header_row: 7 + expected_column_header: £200,000 or more (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_200000_plus + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_200000_plus + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 200000 + unit: gbp + label: ISA market value lower bound + - measure_id: all_holders + label: All ISA holders + ordinal: 12 + column: N + source_column_id: all_holders + expected_column_header_row: 7 + expected_column_header: Total (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all + - measure_id: average_market_value + label: Average ISA market value per holder + ordinal: 13 + column: O + source_column_id: average_market_value + expected_column_header_row: 7 + expected_column_header: Average ISA Market Value (£) + concept: hmrc.isa_mean_market_value_per_holder + source_concept: hmrc.isa_mean_market_value_per_holder + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published + (the market value total behind it is not published at this breakdown).' + unit: gbp + aggregation: mean + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_10.ty2023.cash_only + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_10.ty2023.cash_only.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_10.ty2023.cash_only + sheet_name: 9_10_ISA_market_values_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: cash_only + shared_constraints: + - variable: isa_type + operator: == + value: cash_only + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 21 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 22 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 23 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 24 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 25 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 26 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 27 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 28 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 29 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 30 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 31 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 32 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 20 + expected_value: Range of Income of Cash ISA Holders Only + label: Table 9.10 block title + measures: + - measure_id: market_value_1_to_2499 + label: ISA holders with market value £1-£2,499 + ordinal: 0 + column: B + source_column_id: market_value_1_to_2499 + expected_column_header_row: 20 + expected_column_header: £1-£2,499 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_1_to_2499 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_1_to_2499 + label: ISA market value band + - variable: isa_market_value + operator: '>' + value: 0 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 2500 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_2500_to_4999 + label: ISA holders with market value £2,500-£4,999 + ordinal: 1 + column: C + source_column_id: market_value_2500_to_4999 + expected_column_header_row: 20 + expected_column_header: £2,500-£4,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_2500_to_4999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_2500_to_4999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 2500 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 5000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_5000_to_9999 + label: ISA holders with market value £5,000-£9,999 + ordinal: 2 + column: D + source_column_id: market_value_5000_to_9999 + expected_column_header_row: 20 + expected_column_header: £5,000-£9,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_5000_to_9999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_5000_to_9999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 5000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 10000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_10000_to_14999 + label: ISA holders with market value £10,000-£14,999 + ordinal: 3 + column: E + source_column_id: market_value_10000_to_14999 + expected_column_header_row: 20 + expected_column_header: £10,000-£14,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_10000_to_14999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_10000_to_14999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 10000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 15000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_15000_to_19999 + label: ISA holders with market value £15,000-£19,999 + ordinal: 4 + column: F + source_column_id: market_value_15000_to_19999 + expected_column_header_row: 20 + expected_column_header: £15,000-£19,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_15000_to_19999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_15000_to_19999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 15000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 20000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_20000_to_24999 + label: ISA holders with market value £20,000-£24,999 + ordinal: 5 + column: G + source_column_id: market_value_20000_to_24999 + expected_column_header_row: 20 + expected_column_header: £20,000-£24,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_20000_to_24999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_20000_to_24999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 20000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 25000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_25000_to_34999 + label: ISA holders with market value £25,000-£34,999 + ordinal: 6 + column: H + source_column_id: market_value_25000_to_34999 + expected_column_header_row: 20 + expected_column_header: £25,000-£34,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_25000_to_34999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_25000_to_34999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 25000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 35000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_35000_to_49999 + label: ISA holders with market value £35,000-£49,999 + ordinal: 7 + column: I + source_column_id: market_value_35000_to_49999 + expected_column_header_row: 20 + expected_column_header: £35,000-£49,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_35000_to_49999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_35000_to_49999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 35000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 50000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_50000_to_74999 + label: ISA holders with market value £50,000-£74,999 + ordinal: 8 + column: J + source_column_id: market_value_50000_to_74999 + expected_column_header_row: 20 + expected_column_header: £50,000-£74,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_50000_to_74999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_50000_to_74999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 50000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 75000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_75000_to_99999 + label: ISA holders with market value £75,000-£99,999 + ordinal: 9 + column: K + source_column_id: market_value_75000_to_99999 + expected_column_header_row: 20 + expected_column_header: £75,000-£99,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_75000_to_99999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_75000_to_99999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 75000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 100000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_100000_to_199999 + label: ISA holders with market value £100,000-£199,999 + ordinal: 10 + column: L + source_column_id: market_value_100000_to_199999 + expected_column_header_row: 20 + expected_column_header: £100,000-£199,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_100000_to_199999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_100000_to_199999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 100000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 200000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_200000_plus + label: ISA holders with market value £200,000 or more + ordinal: 11 + column: M + source_column_id: market_value_200000_plus + expected_column_header_row: 20 + expected_column_header: £200,000 or more (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_200000_plus + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_200000_plus + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 200000 + unit: gbp + label: ISA market value lower bound + - measure_id: all_holders + label: All ISA holders + ordinal: 12 + column: N + source_column_id: all_holders + expected_column_header_row: 20 + expected_column_header: Total (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all + - measure_id: average_market_value + label: Average ISA market value per holder + ordinal: 13 + column: O + source_column_id: average_market_value + expected_column_header_row: 20 + expected_column_header: Average ISA Market Value (£) + concept: hmrc.isa_mean_market_value_per_holder + source_concept: hmrc.isa_mean_market_value_per_holder + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published + (the market value total behind it is not published at this breakdown).' + unit: gbp + aggregation: mean + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_10.ty2023.stocks_and_shares_only + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_10.ty2023.stocks_and_shares_only.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_10.ty2023.stocks_and_shares_only + sheet_name: 9_10_ISA_market_values_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: stocks_and_shares_only + shared_constraints: + - variable: isa_type + operator: == + value: stocks_and_shares_only + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 34 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 35 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 36 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 37 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 38 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 39 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 40 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 41 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 42 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 43 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 44 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 45 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 33 + expected_value: Range of Income of Stocks & Shares ISA Holders Only + label: Table 9.10 block title + measures: + - measure_id: market_value_1_to_2499 + label: ISA holders with market value £1-£2,499 + ordinal: 0 + column: B + source_column_id: market_value_1_to_2499 + expected_column_header_row: 33 + expected_column_header: £1-£2,499 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_1_to_2499 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_1_to_2499 + label: ISA market value band + - variable: isa_market_value + operator: '>' + value: 0 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 2500 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_2500_to_4999 + label: ISA holders with market value £2,500-£4,999 + ordinal: 1 + column: C + source_column_id: market_value_2500_to_4999 + expected_column_header_row: 33 + expected_column_header: £2,500-£4,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_2500_to_4999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_2500_to_4999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 2500 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 5000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_5000_to_9999 + label: ISA holders with market value £5,000-£9,999 + ordinal: 2 + column: D + source_column_id: market_value_5000_to_9999 + expected_column_header_row: 33 + expected_column_header: £5,000-£9,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_5000_to_9999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_5000_to_9999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 5000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 10000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_10000_to_14999 + label: ISA holders with market value £10,000-£14,999 + ordinal: 3 + column: E + source_column_id: market_value_10000_to_14999 + expected_column_header_row: 33 + expected_column_header: £10,000-£14,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_10000_to_14999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_10000_to_14999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 10000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 15000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_15000_to_19999 + label: ISA holders with market value £15,000-£19,999 + ordinal: 4 + column: F + source_column_id: market_value_15000_to_19999 + expected_column_header_row: 33 + expected_column_header: £15,000-£19,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_15000_to_19999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_15000_to_19999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 15000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 20000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_20000_to_24999 + label: ISA holders with market value £20,000-£24,999 + ordinal: 5 + column: G + source_column_id: market_value_20000_to_24999 + expected_column_header_row: 33 + expected_column_header: £20,000-£24,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_20000_to_24999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_20000_to_24999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 20000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 25000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_25000_to_34999 + label: ISA holders with market value £25,000-£34,999 + ordinal: 6 + column: H + source_column_id: market_value_25000_to_34999 + expected_column_header_row: 33 + expected_column_header: £25,000-£34,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_25000_to_34999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_25000_to_34999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 25000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 35000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_35000_to_49999 + label: ISA holders with market value £35,000-£49,999 + ordinal: 7 + column: I + source_column_id: market_value_35000_to_49999 + expected_column_header_row: 33 + expected_column_header: £35,000-£49,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_35000_to_49999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_35000_to_49999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 35000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 50000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_50000_to_74999 + label: ISA holders with market value £50,000-£74,999 + ordinal: 8 + column: J + source_column_id: market_value_50000_to_74999 + expected_column_header_row: 33 + expected_column_header: £50,000-£74,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_50000_to_74999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_50000_to_74999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 50000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 75000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_75000_to_99999 + label: ISA holders with market value £75,000-£99,999 + ordinal: 9 + column: K + source_column_id: market_value_75000_to_99999 + expected_column_header_row: 33 + expected_column_header: £75,000-£99,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_75000_to_99999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_75000_to_99999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 75000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 100000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_100000_to_199999 + label: ISA holders with market value £100,000-£199,999 + ordinal: 10 + column: L + source_column_id: market_value_100000_to_199999 + expected_column_header_row: 33 + expected_column_header: £100,000-£199,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_100000_to_199999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_100000_to_199999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 100000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 200000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_200000_plus + label: ISA holders with market value £200,000 or more + ordinal: 11 + column: M + source_column_id: market_value_200000_plus + expected_column_header_row: 33 + expected_column_header: £200,000 or more (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_200000_plus + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_200000_plus + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 200000 + unit: gbp + label: ISA market value lower bound + - measure_id: all_holders + label: All ISA holders + ordinal: 12 + column: N + source_column_id: all_holders + expected_column_header_row: 33 + expected_column_header: Total (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all + - measure_id: average_market_value + label: Average ISA market value per holder + ordinal: 13 + column: O + source_column_id: average_market_value + expected_column_header_row: 33 + expected_column_header: Average ISA Market Value (£) + concept: hmrc.isa_mean_market_value_per_holder + source_concept: hmrc.isa_mean_market_value_per_holder + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published + (the market value total behind it is not published at this breakdown).' + unit: gbp + aggregation: mean + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_10.ty2023.cash_and_stocks_and_shares + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_10.ty2023.cash_and_stocks_and_shares.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_10.ty2023.cash_and_stocks_and_shares + sheet_name: 9_10_ISA_market_values_income + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: isa_income_band + shared_filters: + isa_type: cash_and_stocks_and_shares + shared_constraints: + - variable: isa_type + operator: == + value: cash_and_stocks_and_shares + label: ISA type + rows: + - value_id: income_0_to_12570 + label: Total income £0-£12,570 + ordinal: 0 + row_number: 47 + expected_row_header_column: A + expected_row_header: £0-£12,570 + table_record_kind: detail + filters: + isa_income_band: income_0_to_12570 + constraints: + - variable: isa_income_band + operator: == + value: income_0_to_12570 + label: ISA income band + - variable: total_income + operator: <= + value: 12570 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_12571_to_20000 + label: Total income £12,571-£20,000 + ordinal: 1 + row_number: 48 + expected_row_header_column: A + expected_row_header: £12,571-£20,000 + table_record_kind: detail + filters: + isa_income_band: income_12571_to_20000 + constraints: + - variable: isa_income_band + operator: == + value: income_12571_to_20000 + label: ISA income band + - variable: total_income + operator: '>' + value: 12570 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 20000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_20001_to_30000 + label: Total income £20,001-£30,000 + ordinal: 2 + row_number: 49 + expected_row_header_column: A + expected_row_header: £20,001-£30,000 + table_record_kind: detail + filters: + isa_income_band: income_20001_to_30000 + constraints: + - variable: isa_income_band + operator: == + value: income_20001_to_30000 + label: ISA income band + - variable: total_income + operator: '>' + value: 20000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 30000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_30001_to_40000 + label: Total income £30,001-£40,000 + ordinal: 3 + row_number: 50 + expected_row_header_column: A + expected_row_header: £30,001-£40,000 + table_record_kind: detail + filters: + isa_income_band: income_30001_to_40000 + constraints: + - variable: isa_income_band + operator: == + value: income_30001_to_40000 + label: ISA income band + - variable: total_income + operator: '>' + value: 30000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 40000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_40001_to_50270 + label: Total income £40,001-£50,270 + ordinal: 4 + row_number: 51 + expected_row_header_column: A + expected_row_header: £40,001-£50,270 + table_record_kind: detail + filters: + isa_income_band: income_40001_to_50270 + constraints: + - variable: isa_income_band + operator: == + value: income_40001_to_50270 + label: ISA income band + - variable: total_income + operator: '>' + value: 40000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 50270 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_50271_to_60000 + label: Total income £50,271-£60,000 + ordinal: 5 + row_number: 52 + expected_row_header_column: A + expected_row_header: £50,271-£60,000 + table_record_kind: detail + filters: + isa_income_band: income_50271_to_60000 + constraints: + - variable: isa_income_band + operator: == + value: income_50271_to_60000 + label: ISA income band + - variable: total_income + operator: '>' + value: 50270 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 60000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_60001_to_80000 + label: Total income £60,001-£80,000 + ordinal: 6 + row_number: 53 + expected_row_header_column: A + expected_row_header: £60,001-£80,000 + table_record_kind: detail + filters: + isa_income_band: income_60001_to_80000 + constraints: + - variable: isa_income_band + operator: == + value: income_60001_to_80000 + label: ISA income band + - variable: total_income + operator: '>' + value: 60000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 80000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_80001_to_100000 + label: Total income £80,001-£100,000 + ordinal: 7 + row_number: 54 + expected_row_header_column: A + expected_row_header: £80,001-£100,000 + table_record_kind: detail + filters: + isa_income_band: income_80001_to_100000 + constraints: + - variable: isa_income_band + operator: == + value: income_80001_to_100000 + label: ISA income band + - variable: total_income + operator: '>' + value: 80000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 100000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_100001_to_125140 + label: Total income £100,001-£125,140 + ordinal: 8 + row_number: 55 + expected_row_header_column: A + expected_row_header: £100,001-£125,140 + table_record_kind: detail + filters: + isa_income_band: income_100001_to_125140 + constraints: + - variable: isa_income_band + operator: == + value: income_100001_to_125140 + label: ISA income band + - variable: total_income + operator: '>' + value: 100000 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 125140 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_125141_to_150000 + label: Total income £125,141-£150,000 + ordinal: 9 + row_number: 56 + expected_row_header_column: A + expected_row_header: £125,141-£150,000 + table_record_kind: detail + filters: + isa_income_band: income_125141_to_150000 + constraints: + - variable: isa_income_band + operator: == + value: income_125141_to_150000 + label: ISA income band + - variable: total_income + operator: '>' + value: 125140 + unit: gbp + label: Total income lower bound + - variable: total_income + operator: <= + value: 150000 + unit: gbp + label: Total income upper bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: income_150001_plus + label: Total income £150,001 or more + ordinal: 10 + row_number: 57 + expected_row_header_column: A + expected_row_header: £150,001 or more + table_record_kind: detail + filters: + isa_income_band: income_150001_plus + constraints: + - variable: isa_income_band + operator: == + value: income_150001_plus + label: ISA income band + - variable: total_income + operator: '>' + value: 150000 + unit: gbp + label: Total income lower bound + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + - value_id: all + label: All income ranges + ordinal: 11 + row_number: 58 + expected_row_header_column: A + expected_row_header: All ranges + table_record_kind: total + filters: + isa_income_band: all + guard_cells: + - column: A + row: 46 + expected_value: Range of Income of Cash and Stocks & Shares ISA Holders + label: Table 9.10 block title + measures: + - measure_id: market_value_1_to_2499 + label: ISA holders with market value £1-£2,499 + ordinal: 0 + column: B + source_column_id: market_value_1_to_2499 + expected_column_header_row: 46 + expected_column_header: £1-£2,499 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_1_to_2499 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_1_to_2499 + label: ISA market value band + - variable: isa_market_value + operator: '>' + value: 0 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 2500 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_2500_to_4999 + label: ISA holders with market value £2,500-£4,999 + ordinal: 1 + column: C + source_column_id: market_value_2500_to_4999 + expected_column_header_row: 46 + expected_column_header: £2,500-£4,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_2500_to_4999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_2500_to_4999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 2500 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 5000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_5000_to_9999 + label: ISA holders with market value £5,000-£9,999 + ordinal: 2 + column: D + source_column_id: market_value_5000_to_9999 + expected_column_header_row: 46 + expected_column_header: £5,000-£9,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_5000_to_9999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_5000_to_9999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 5000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 10000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_10000_to_14999 + label: ISA holders with market value £10,000-£14,999 + ordinal: 3 + column: E + source_column_id: market_value_10000_to_14999 + expected_column_header_row: 46 + expected_column_header: £10,000-£14,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_10000_to_14999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_10000_to_14999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 10000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 15000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_15000_to_19999 + label: ISA holders with market value £15,000-£19,999 + ordinal: 4 + column: F + source_column_id: market_value_15000_to_19999 + expected_column_header_row: 46 + expected_column_header: £15,000-£19,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_15000_to_19999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_15000_to_19999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 15000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 20000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_20000_to_24999 + label: ISA holders with market value £20,000-£24,999 + ordinal: 5 + column: G + source_column_id: market_value_20000_to_24999 + expected_column_header_row: 46 + expected_column_header: £20,000-£24,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_20000_to_24999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_20000_to_24999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 20000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 25000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_25000_to_34999 + label: ISA holders with market value £25,000-£34,999 + ordinal: 6 + column: H + source_column_id: market_value_25000_to_34999 + expected_column_header_row: 46 + expected_column_header: £25,000-£34,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_25000_to_34999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_25000_to_34999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 25000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 35000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_35000_to_49999 + label: ISA holders with market value £35,000-£49,999 + ordinal: 7 + column: I + source_column_id: market_value_35000_to_49999 + expected_column_header_row: 46 + expected_column_header: £35,000-£49,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_35000_to_49999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_35000_to_49999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 35000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 50000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_50000_to_74999 + label: ISA holders with market value £50,000-£74,999 + ordinal: 8 + column: J + source_column_id: market_value_50000_to_74999 + expected_column_header_row: 46 + expected_column_header: £50,000-£74,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_50000_to_74999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_50000_to_74999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 50000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 75000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_75000_to_99999 + label: ISA holders with market value £75,000-£99,999 + ordinal: 9 + column: K + source_column_id: market_value_75000_to_99999 + expected_column_header_row: 46 + expected_column_header: £75,000-£99,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_75000_to_99999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_75000_to_99999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 75000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 100000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_100000_to_199999 + label: ISA holders with market value £100,000-£199,999 + ordinal: 10 + column: L + source_column_id: market_value_100000_to_199999 + expected_column_header_row: 46 + expected_column_header: £100,000-£199,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_100000_to_199999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_100000_to_199999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 100000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 200000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_200000_plus + label: ISA holders with market value £200,000 or more + ordinal: 11 + column: M + source_column_id: market_value_200000_plus + expected_column_header_row: 46 + expected_column_header: £200,000 or more (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_200000_plus + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_200000_plus + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 200000 + unit: gbp + label: ISA market value lower bound + - measure_id: all_holders + label: All ISA holders + ordinal: 12 + column: N + source_column_id: all_holders + expected_column_header_row: 46 + expected_column_header: Total (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6).' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all + - measure_id: average_market_value + label: Average ISA market value per holder + ordinal: 13 + column: O + source_column_id: average_market_value + expected_column_header_row: 46 + expected_column_header: Average ISA Market Value (£) + concept: hmrc.isa_mean_market_value_per_holder + source_concept: hmrc.isa_mean_market_value_per_holder + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published + (the market value total behind it is not published at this breakdown).' + unit: gbp + aggregation: mean + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_11.ty2023.male + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_11.ty2023.male.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_11.ty2023.male + sheet_name: 9_11ISA_market_value_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: male + shared_constraints: + - variable: sex + operator: == + value: male + label: Sex + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 8 + expected_row_header_column: A + expected_row_header: Male Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 9 + expected_row_header_column: A + expected_row_header: Male 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 10 + expected_row_header_column: A + expected_row_header: Male 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 11 + expected_row_header_column: A + expected_row_header: Male 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 12 + expected_row_header_column: A + expected_row_header: Male 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 13 + expected_row_header_column: A + expected_row_header: Male 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 14 + expected_row_header_column: A + expected_row_header: Male 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 15 + expected_row_header_column: A + expected_row_header: Male 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 16 + expected_row_header_column: A + expected_row_header: Male 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 17 + expected_row_header_column: A + expected_row_header: Male 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 18 + expected_row_header_column: A + expected_row_header: Male 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 19 + expected_row_header_column: A + expected_row_header: Male 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 20 + expected_row_header_column: A + expected_row_header: Male 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 21 + expected_row_header_column: A + expected_row_header: Male 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 22 + expected_row_header_column: A + expected_row_header: Male 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 23 + expected_row_header_column: A + expected_row_header: Male 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 24 + expected_row_header_column: A + expected_row_header: Male 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 25 + expected_row_header_column: A + expected_row_header: Male 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 26 + expected_row_header_column: A + expected_row_header: Male 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 27 + expected_row_header_column: A + expected_row_header: Male 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 28 + expected_row_header_column: A + expected_row_header: Male 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 29 + expected_row_header_column: A + expected_row_header: Male Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: market_value_1_to_2499 + label: ISA holders with market value £1-£2,499 + ordinal: 0 + column: B + source_column_id: market_value_1_to_2499 + expected_column_header_row: 7 + expected_column_header: £1-£2,499 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_1_to_2499 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_1_to_2499 + label: ISA market value band + - variable: isa_market_value + operator: '>' + value: 0 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 2500 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_2500_to_4999 + label: ISA holders with market value £2,500-£4,999 + ordinal: 1 + column: C + source_column_id: market_value_2500_to_4999 + expected_column_header_row: 7 + expected_column_header: £2,500-£4,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_2500_to_4999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_2500_to_4999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 2500 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 5000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_5000_to_9999 + label: ISA holders with market value £5,000-£9,999 + ordinal: 2 + column: D + source_column_id: market_value_5000_to_9999 + expected_column_header_row: 7 + expected_column_header: £5,000-£9,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_5000_to_9999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_5000_to_9999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 5000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 10000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_10000_to_14999 + label: ISA holders with market value £10,000-£14,999 + ordinal: 3 + column: E + source_column_id: market_value_10000_to_14999 + expected_column_header_row: 7 + expected_column_header: £10,000-£14,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_10000_to_14999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_10000_to_14999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 10000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 15000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_15000_to_19999 + label: ISA holders with market value £15,000-£19,999 + ordinal: 4 + column: F + source_column_id: market_value_15000_to_19999 + expected_column_header_row: 7 + expected_column_header: £15,000-£19,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_15000_to_19999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_15000_to_19999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 15000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 20000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_20000_to_24999 + label: ISA holders with market value £20,000-£24,999 + ordinal: 5 + column: G + source_column_id: market_value_20000_to_24999 + expected_column_header_row: 7 + expected_column_header: £20,000-£24,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_20000_to_24999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_20000_to_24999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 20000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 25000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_25000_to_34999 + label: ISA holders with market value £25,000-£34,999 + ordinal: 6 + column: H + source_column_id: market_value_25000_to_34999 + expected_column_header_row: 7 + expected_column_header: £25,000-£34,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_25000_to_34999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_25000_to_34999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 25000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 35000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_35000_to_49999 + label: ISA holders with market value £35,000-£49,999 + ordinal: 7 + column: I + source_column_id: market_value_35000_to_49999 + expected_column_header_row: 7 + expected_column_header: £35,000-£49,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_35000_to_49999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_35000_to_49999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 35000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 50000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_50000_to_74999 + label: ISA holders with market value £50,000-£74,999 + ordinal: 8 + column: J + source_column_id: market_value_50000_to_74999 + expected_column_header_row: 7 + expected_column_header: £50,000-£74,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_50000_to_74999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_50000_to_74999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 50000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 75000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_75000_to_99999 + label: ISA holders with market value £75,000-£99,999 + ordinal: 9 + column: K + source_column_id: market_value_75000_to_99999 + expected_column_header_row: 7 + expected_column_header: £75,000-£99,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_75000_to_99999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_75000_to_99999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 75000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 100000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_100000_to_199999 + label: ISA holders with market value £100,000-£199,999 + ordinal: 10 + column: L + source_column_id: market_value_100000_to_199999 + expected_column_header_row: 7 + expected_column_header: £100,000-£199,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_100000_to_199999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_100000_to_199999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 100000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 200000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_200000_plus + label: ISA holders with market value £200,000 or more + ordinal: 11 + column: M + source_column_id: market_value_200000_plus + expected_column_header_row: 7 + expected_column_header: £200,000 or more (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_200000_plus + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_200000_plus + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 200000 + unit: gbp + label: ISA market value lower bound + - measure_id: all_holders + label: All ISA holders + ordinal: 12 + column: N + source_column_id: all_holders + expected_column_header_row: 7 + expected_column_header: Total (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all + - measure_id: average_market_value + label: Average ISA market value per holder + ordinal: 13 + column: O + source_column_id: average_market_value + expected_column_header_row: 7 + expected_column_header: Average ISA Market Value (£) + concept: hmrc.isa_mean_market_value_per_holder + source_concept: hmrc.isa_mean_market_value_per_holder + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published + (the market value total behind it is not published at this breakdown).' + unit: gbp + aggregation: mean + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_11.ty2023.female + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_11.ty2023.female.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_11.ty2023.female + sheet_name: 9_11ISA_market_value_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: female + shared_constraints: + - variable: sex + operator: == + value: female + label: Sex + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 30 + expected_row_header_column: A + expected_row_header: Female Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 31 + expected_row_header_column: A + expected_row_header: Female 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 32 + expected_row_header_column: A + expected_row_header: Female 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 33 + expected_row_header_column: A + expected_row_header: Female 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 34 + expected_row_header_column: A + expected_row_header: Female 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 35 + expected_row_header_column: A + expected_row_header: Female 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 36 + expected_row_header_column: A + expected_row_header: Female 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 37 + expected_row_header_column: A + expected_row_header: Female 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 38 + expected_row_header_column: A + expected_row_header: Female 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 39 + expected_row_header_column: A + expected_row_header: Female 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 40 + expected_row_header_column: A + expected_row_header: Female 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 41 + expected_row_header_column: A + expected_row_header: Female 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 42 + expected_row_header_column: A + expected_row_header: Female 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 43 + expected_row_header_column: A + expected_row_header: Female 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 44 + expected_row_header_column: A + expected_row_header: Female 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 45 + expected_row_header_column: A + expected_row_header: Female 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 46 + expected_row_header_column: A + expected_row_header: Female 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 47 + expected_row_header_column: A + expected_row_header: Female 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 48 + expected_row_header_column: A + expected_row_header: Female 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 49 + expected_row_header_column: A + expected_row_header: Female 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 50 + expected_row_header_column: A + expected_row_header: Female 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 51 + expected_row_header_column: A + expected_row_header: Female Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: market_value_1_to_2499 + label: ISA holders with market value £1-£2,499 + ordinal: 0 + column: B + source_column_id: market_value_1_to_2499 + expected_column_header_row: 7 + expected_column_header: £1-£2,499 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_1_to_2499 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_1_to_2499 + label: ISA market value band + - variable: isa_market_value + operator: '>' + value: 0 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 2500 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_2500_to_4999 + label: ISA holders with market value £2,500-£4,999 + ordinal: 1 + column: C + source_column_id: market_value_2500_to_4999 + expected_column_header_row: 7 + expected_column_header: £2,500-£4,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_2500_to_4999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_2500_to_4999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 2500 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 5000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_5000_to_9999 + label: ISA holders with market value £5,000-£9,999 + ordinal: 2 + column: D + source_column_id: market_value_5000_to_9999 + expected_column_header_row: 7 + expected_column_header: £5,000-£9,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_5000_to_9999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_5000_to_9999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 5000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 10000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_10000_to_14999 + label: ISA holders with market value £10,000-£14,999 + ordinal: 3 + column: E + source_column_id: market_value_10000_to_14999 + expected_column_header_row: 7 + expected_column_header: £10,000-£14,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_10000_to_14999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_10000_to_14999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 10000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 15000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_15000_to_19999 + label: ISA holders with market value £15,000-£19,999 + ordinal: 4 + column: F + source_column_id: market_value_15000_to_19999 + expected_column_header_row: 7 + expected_column_header: £15,000-£19,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_15000_to_19999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_15000_to_19999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 15000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 20000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_20000_to_24999 + label: ISA holders with market value £20,000-£24,999 + ordinal: 5 + column: G + source_column_id: market_value_20000_to_24999 + expected_column_header_row: 7 + expected_column_header: £20,000-£24,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_20000_to_24999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_20000_to_24999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 20000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 25000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_25000_to_34999 + label: ISA holders with market value £25,000-£34,999 + ordinal: 6 + column: H + source_column_id: market_value_25000_to_34999 + expected_column_header_row: 7 + expected_column_header: £25,000-£34,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_25000_to_34999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_25000_to_34999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 25000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 35000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_35000_to_49999 + label: ISA holders with market value £35,000-£49,999 + ordinal: 7 + column: I + source_column_id: market_value_35000_to_49999 + expected_column_header_row: 7 + expected_column_header: £35,000-£49,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_35000_to_49999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_35000_to_49999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 35000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 50000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_50000_to_74999 + label: ISA holders with market value £50,000-£74,999 + ordinal: 8 + column: J + source_column_id: market_value_50000_to_74999 + expected_column_header_row: 7 + expected_column_header: £50,000-£74,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_50000_to_74999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_50000_to_74999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 50000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 75000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_75000_to_99999 + label: ISA holders with market value £75,000-£99,999 + ordinal: 9 + column: K + source_column_id: market_value_75000_to_99999 + expected_column_header_row: 7 + expected_column_header: £75,000-£99,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_75000_to_99999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_75000_to_99999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 75000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 100000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_100000_to_199999 + label: ISA holders with market value £100,000-£199,999 + ordinal: 10 + column: L + source_column_id: market_value_100000_to_199999 + expected_column_header_row: 7 + expected_column_header: £100,000-£199,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_100000_to_199999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_100000_to_199999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 100000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 200000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_200000_plus + label: ISA holders with market value £200,000 or more + ordinal: 11 + column: M + source_column_id: market_value_200000_plus + expected_column_header_row: 7 + expected_column_header: £200,000 or more (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_200000_plus + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_200000_plus + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 200000 + unit: gbp + label: ISA market value lower bound + - measure_id: all_holders + label: All ISA holders + ordinal: 12 + column: N + source_column_id: all_holders + expected_column_header_row: 7 + expected_column_header: Total (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all + - measure_id: average_market_value + label: Average ISA market value per holder + ordinal: 13 + column: O + source_column_id: average_market_value + expected_column_header_row: 7 + expected_column_header: Average ISA Market Value (£) + concept: hmrc.isa_mean_market_value_per_holder + source_concept: hmrc.isa_mean_market_value_per_holder + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published + (the market value total behind it is not published at this breakdown).' + unit: gbp + aggregation: mean + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_11.ty2023.all + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_11.ty2023.all.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_11.ty2023.all + sheet_name: 9_11ISA_market_value_by_age_sex + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: age_band + shared_filters: + sex: all + rows: + - value_id: age_under_24 + label: Under 24 + ordinal: 0 + row_number: 52 + expected_row_header_column: A + expected_row_header: Under 24 + table_record_kind: detail + filters: + age_band: age_under_24 + constraints: + - variable: age_band + operator: == + value: age_under_24 + label: Age band + - variable: age + operator: < + value: 24 + unit: years + label: Age upper bound + - value_id: age_24_to_26 + label: 24 to 26 + ordinal: 1 + row_number: 53 + expected_row_header_column: A + expected_row_header: 24-26 + table_record_kind: detail + filters: + age_band: age_24_to_26 + constraints: + - variable: age_band + operator: == + value: age_24_to_26 + label: Age band + - variable: age + operator: '>=' + value: 24 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 26 + unit: years + label: Age upper bound + - value_id: age_27_to_29 + label: 27 to 29 + ordinal: 2 + row_number: 54 + expected_row_header_column: A + expected_row_header: 27-29 + table_record_kind: detail + filters: + age_band: age_27_to_29 + constraints: + - variable: age_band + operator: == + value: age_27_to_29 + label: Age band + - variable: age + operator: '>=' + value: 27 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 29 + unit: years + label: Age upper bound + - value_id: age_30_to_32 + label: 30 to 32 + ordinal: 3 + row_number: 55 + expected_row_header_column: A + expected_row_header: 30-32 + table_record_kind: detail + filters: + age_band: age_30_to_32 + constraints: + - variable: age_band + operator: == + value: age_30_to_32 + label: Age band + - variable: age + operator: '>=' + value: 30 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 32 + unit: years + label: Age upper bound + - value_id: age_33_to_35 + label: 33 to 35 + ordinal: 4 + row_number: 56 + expected_row_header_column: A + expected_row_header: 33-35 + table_record_kind: detail + filters: + age_band: age_33_to_35 + constraints: + - variable: age_band + operator: == + value: age_33_to_35 + label: Age band + - variable: age + operator: '>=' + value: 33 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 35 + unit: years + label: Age upper bound + - value_id: age_36_to_38 + label: 36 to 38 + ordinal: 5 + row_number: 57 + expected_row_header_column: A + expected_row_header: 36-38 + table_record_kind: detail + filters: + age_band: age_36_to_38 + constraints: + - variable: age_band + operator: == + value: age_36_to_38 + label: Age band + - variable: age + operator: '>=' + value: 36 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 38 + unit: years + label: Age upper bound + - value_id: age_39_to_41 + label: 39 to 41 + ordinal: 6 + row_number: 58 + expected_row_header_column: A + expected_row_header: 39-41 + table_record_kind: detail + filters: + age_band: age_39_to_41 + constraints: + - variable: age_band + operator: == + value: age_39_to_41 + label: Age band + - variable: age + operator: '>=' + value: 39 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 41 + unit: years + label: Age upper bound + - value_id: age_42_to_44 + label: 42 to 44 + ordinal: 7 + row_number: 59 + expected_row_header_column: A + expected_row_header: 42-44 + table_record_kind: detail + filters: + age_band: age_42_to_44 + constraints: + - variable: age_band + operator: == + value: age_42_to_44 + label: Age band + - variable: age + operator: '>=' + value: 42 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 44 + unit: years + label: Age upper bound + - value_id: age_45_to_47 + label: 45 to 47 + ordinal: 8 + row_number: 60 + expected_row_header_column: A + expected_row_header: 45-47 + table_record_kind: detail + filters: + age_band: age_45_to_47 + constraints: + - variable: age_band + operator: == + value: age_45_to_47 + label: Age band + - variable: age + operator: '>=' + value: 45 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 47 + unit: years + label: Age upper bound + - value_id: age_48_to_50 + label: 48 to 50 + ordinal: 9 + row_number: 61 + expected_row_header_column: A + expected_row_header: 48-50 + table_record_kind: detail + filters: + age_band: age_48_to_50 + constraints: + - variable: age_band + operator: == + value: age_48_to_50 + label: Age band + - variable: age + operator: '>=' + value: 48 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 50 + unit: years + label: Age upper bound + - value_id: age_51_to_53 + label: 51 to 53 + ordinal: 10 + row_number: 62 + expected_row_header_column: A + expected_row_header: 51-53 + table_record_kind: detail + filters: + age_band: age_51_to_53 + constraints: + - variable: age_band + operator: == + value: age_51_to_53 + label: Age band + - variable: age + operator: '>=' + value: 51 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 53 + unit: years + label: Age upper bound + - value_id: age_54_to_56 + label: 54 to 56 + ordinal: 11 + row_number: 63 + expected_row_header_column: A + expected_row_header: 54-56 + table_record_kind: detail + filters: + age_band: age_54_to_56 + constraints: + - variable: age_band + operator: == + value: age_54_to_56 + label: Age band + - variable: age + operator: '>=' + value: 54 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 56 + unit: years + label: Age upper bound + - value_id: age_57_to_59 + label: 57 to 59 + ordinal: 12 + row_number: 64 + expected_row_header_column: A + expected_row_header: 57-59 + table_record_kind: detail + filters: + age_band: age_57_to_59 + constraints: + - variable: age_band + operator: == + value: age_57_to_59 + label: Age band + - variable: age + operator: '>=' + value: 57 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 59 + unit: years + label: Age upper bound + - value_id: age_60_to_62 + label: 60 to 62 + ordinal: 13 + row_number: 65 + expected_row_header_column: A + expected_row_header: 60-62 + table_record_kind: detail + filters: + age_band: age_60_to_62 + constraints: + - variable: age_band + operator: == + value: age_60_to_62 + label: Age band + - variable: age + operator: '>=' + value: 60 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 62 + unit: years + label: Age upper bound + - value_id: age_63_to_65 + label: 63 to 65 + ordinal: 14 + row_number: 66 + expected_row_header_column: A + expected_row_header: 63-65 + table_record_kind: detail + filters: + age_band: age_63_to_65 + constraints: + - variable: age_band + operator: == + value: age_63_to_65 + label: Age band + - variable: age + operator: '>=' + value: 63 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 65 + unit: years + label: Age upper bound + - value_id: age_66_to_68 + label: 66 to 68 + ordinal: 15 + row_number: 67 + expected_row_header_column: A + expected_row_header: 66-68 + table_record_kind: detail + filters: + age_band: age_66_to_68 + constraints: + - variable: age_band + operator: == + value: age_66_to_68 + label: Age band + - variable: age + operator: '>=' + value: 66 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 68 + unit: years + label: Age upper bound + - value_id: age_69_to_71 + label: 69 to 71 + ordinal: 16 + row_number: 68 + expected_row_header_column: A + expected_row_header: 69-71 + table_record_kind: detail + filters: + age_band: age_69_to_71 + constraints: + - variable: age_band + operator: == + value: age_69_to_71 + label: Age band + - variable: age + operator: '>=' + value: 69 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 71 + unit: years + label: Age upper bound + - value_id: age_72_to_74 + label: 72 to 74 + ordinal: 17 + row_number: 69 + expected_row_header_column: A + expected_row_header: 72-74 + table_record_kind: detail + filters: + age_band: age_72_to_74 + constraints: + - variable: age_band + operator: == + value: age_72_to_74 + label: Age band + - variable: age + operator: '>=' + value: 72 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 74 + unit: years + label: Age upper bound + - value_id: age_75_to_77 + label: 75 to 77 + ordinal: 18 + row_number: 70 + expected_row_header_column: A + expected_row_header: 75-77 + table_record_kind: detail + filters: + age_band: age_75_to_77 + constraints: + - variable: age_band + operator: == + value: age_75_to_77 + label: Age band + - variable: age + operator: '>=' + value: 75 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 77 + unit: years + label: Age upper bound + - value_id: age_78_to_80 + label: 78 to 80 + ordinal: 19 + row_number: 71 + expected_row_header_column: A + expected_row_header: 78-80 + table_record_kind: detail + filters: + age_band: age_78_to_80 + constraints: + - variable: age_band + operator: == + value: age_78_to_80 + label: Age band + - variable: age + operator: '>=' + value: 78 + unit: years + label: Age lower bound + - variable: age + operator: <= + value: 80 + unit: years + label: Age upper bound + - value_id: age_81_plus + label: 81 and over + ordinal: 20 + row_number: 72 + expected_row_header_column: A + expected_row_header: 81 and over + table_record_kind: detail + filters: + age_band: age_81_plus + constraints: + - variable: age_band + operator: == + value: age_81_plus + label: Age band + - variable: age + operator: '>=' + value: 81 + unit: years + label: Age lower bound + - value_id: all + label: All ages + ordinal: 21 + row_number: 73 + expected_row_header_column: A + expected_row_header: Total + table_record_kind: total + filters: + age_band: all + measures: + - measure_id: market_value_1_to_2499 + label: ISA holders with market value £1-£2,499 + ordinal: 0 + column: B + source_column_id: market_value_1_to_2499 + expected_column_header_row: 7 + expected_column_header: £1-£2,499 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_1_to_2499 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_1_to_2499 + label: ISA market value band + - variable: isa_market_value + operator: '>' + value: 0 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 2500 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_2500_to_4999 + label: ISA holders with market value £2,500-£4,999 + ordinal: 1 + column: C + source_column_id: market_value_2500_to_4999 + expected_column_header_row: 7 + expected_column_header: £2,500-£4,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_2500_to_4999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_2500_to_4999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 2500 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 5000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_5000_to_9999 + label: ISA holders with market value £5,000-£9,999 + ordinal: 2 + column: D + source_column_id: market_value_5000_to_9999 + expected_column_header_row: 7 + expected_column_header: £5,000-£9,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_5000_to_9999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_5000_to_9999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 5000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 10000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_10000_to_14999 + label: ISA holders with market value £10,000-£14,999 + ordinal: 3 + column: E + source_column_id: market_value_10000_to_14999 + expected_column_header_row: 7 + expected_column_header: £10,000-£14,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_10000_to_14999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_10000_to_14999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 10000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 15000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_15000_to_19999 + label: ISA holders with market value £15,000-£19,999 + ordinal: 4 + column: F + source_column_id: market_value_15000_to_19999 + expected_column_header_row: 7 + expected_column_header: £15,000-£19,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_15000_to_19999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_15000_to_19999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 15000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 20000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_20000_to_24999 + label: ISA holders with market value £20,000-£24,999 + ordinal: 5 + column: G + source_column_id: market_value_20000_to_24999 + expected_column_header_row: 7 + expected_column_header: £20,000-£24,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_20000_to_24999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_20000_to_24999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 20000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 25000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_25000_to_34999 + label: ISA holders with market value £25,000-£34,999 + ordinal: 6 + column: H + source_column_id: market_value_25000_to_34999 + expected_column_header_row: 7 + expected_column_header: £25,000-£34,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_25000_to_34999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_25000_to_34999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 25000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 35000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_35000_to_49999 + label: ISA holders with market value £35,000-£49,999 + ordinal: 7 + column: I + source_column_id: market_value_35000_to_49999 + expected_column_header_row: 7 + expected_column_header: £35,000-£49,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_35000_to_49999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_35000_to_49999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 35000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 50000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_50000_to_74999 + label: ISA holders with market value £50,000-£74,999 + ordinal: 8 + column: J + source_column_id: market_value_50000_to_74999 + expected_column_header_row: 7 + expected_column_header: £50,000-£74,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_50000_to_74999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_50000_to_74999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 50000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 75000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_75000_to_99999 + label: ISA holders with market value £75,000-£99,999 + ordinal: 9 + column: K + source_column_id: market_value_75000_to_99999 + expected_column_header_row: 7 + expected_column_header: £75,000-£99,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_75000_to_99999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_75000_to_99999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 75000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 100000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_100000_to_199999 + label: ISA holders with market value £100,000-£199,999 + ordinal: 10 + column: L + source_column_id: market_value_100000_to_199999 + expected_column_header_row: 7 + expected_column_header: £100,000-£199,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_100000_to_199999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_100000_to_199999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 100000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 200000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_200000_plus + label: ISA holders with market value £200,000 or more + ordinal: 11 + column: M + source_column_id: market_value_200000_plus + expected_column_header_row: 7 + expected_column_header: £200,000 or more (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_200000_plus + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_200000_plus + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 200000 + unit: gbp + label: ISA market value lower bound + - measure_id: all_holders + label: All ISA holders + ordinal: 12 + column: N + source_column_id: all_holders + expected_column_header_row: 7 + expected_column_header: Total (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all + - measure_id: average_market_value + label: Average ISA market value per holder + ordinal: 13 + column: O + source_column_id: average_market_value + expected_column_header_row: 7 + expected_column_header: Average ISA Market Value (£) + concept: hmrc.isa_mean_market_value_per_holder + source_concept: hmrc.isa_mean_market_value_per_holder + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published + (the market value total behind it is not published at this breakdown).' + unit: gbp + aggregation: mean + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_12.ty2023 + provenance_class: survey_aggregate + survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts + (ISACOMM100) + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_12.ty2023.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_12.ty2023 + sheet_name: 9_12ISA_market_values_by_region + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: geography + shared_filters: + isa_type: all + rows: + - value_id: E12000001 + label: North East + ordinal: 0 + row_number: 11 + expected_row_header_column: B + expected_row_header: North East + geography_id: E12000001 + geography_level: region + geography_name: North East + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 11 + expected_value: E12000001 + label: Area code as published + - value_id: E12000002 + label: North West and Merseyside + ordinal: 1 + row_number: 12 + expected_row_header_column: B + expected_row_header: North West and Merseyside + geography_id: E12000002 + geography_level: region + geography_name: North West and Merseyside + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: E12000002 + label: Area code as published + - value_id: E12000003 + label: Yorkshire and the Humber + ordinal: 2 + row_number: 13 + expected_row_header_column: B + expected_row_header: Yorkshire and the Humber + geography_id: E12000003 + geography_level: region + geography_name: Yorkshire and the Humber + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 13 + expected_value: E12000003 + label: Area code as published + - value_id: E12000004 + label: East Midlands + ordinal: 3 + row_number: 14 + expected_row_header_column: B + expected_row_header: East Midlands + geography_id: E12000004 + geography_level: region + geography_name: East Midlands + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 14 + expected_value: E12000004 + label: Area code as published + - value_id: E12000005 + label: West Midlands + ordinal: 4 + row_number: 15 + expected_row_header_column: B + expected_row_header: West Midlands + geography_id: E12000005 + geography_level: region + geography_name: West Midlands + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 15 + expected_value: E12000005 + label: Area code as published + - value_id: E12000006 + label: East of England + ordinal: 5 + row_number: 16 + expected_row_header_column: B + expected_row_header: East of England + geography_id: E12000006 + geography_level: region + geography_name: East of England + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 16 + expected_value: E12000006 + label: Area code as published + - value_id: E12000007 + label: London + ordinal: 6 + row_number: 17 + expected_row_header_column: B + expected_row_header: London + geography_id: E12000007 + geography_level: region + geography_name: London + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 17 + expected_value: E12000007 + label: Area code as published + - value_id: E12000008 + label: South East + ordinal: 7 + row_number: 18 + expected_row_header_column: B + expected_row_header: South East + geography_id: E12000008 + geography_level: region + geography_name: South East + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 18 + expected_value: E12000008 + label: Area code as published + - value_id: E12000009 + label: South West + ordinal: 8 + row_number: 19 + expected_row_header_column: B + expected_row_header: South West + geography_id: E12000009 + geography_level: region + geography_name: South West + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 19 + expected_value: E12000009 + label: Area code as published + - value_id: E92000001 + label: England + ordinal: 9 + row_number: 20 + expected_row_header_column: B + expected_row_header: Total + geography_id: E92000001 + geography_level: country + geography_name: England + geography_vintage: current + table_record_kind: total + guard_cells: + - column: A + row: 20 + expected_value: '[no code]' + label: Area code as published + - column: B + row: 10 + expected_value: England + label: England section heading + - value_id: W92000004 + label: Wales + ordinal: 10 + row_number: 21 + expected_row_header_column: B + expected_row_header: Wales + geography_id: W92000004 + geography_level: country + geography_name: Wales + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 21 + expected_value: W99999999 + label: Area code as published + - value_id: S92000003 + label: Scotland + ordinal: 11 + row_number: 22 + expected_row_header_column: B + expected_row_header: Scotland + geography_id: S92000003 + geography_level: country + geography_name: Scotland + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 22 + expected_value: S99999999 + label: Area code as published + - value_id: N92000002 + label: Northern Ireland + ordinal: 12 + row_number: 23 + expected_row_header_column: B + expected_row_header: Northern Ireland + geography_id: N92000002 + geography_level: country + geography_name: Northern Ireland + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 23 + expected_value: N99999999 + label: Area code as published + - value_id: overseas_and_unknown + label: Overseas and unknown + ordinal: 13 + row_number: 24 + expected_row_header_column: B + expected_row_header: Overseas and Unknown + geography_id: hmrc:overseas_and_unknown + geography_level: statistical_scope + geography_name: Overseas and unknown + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 24 + expected_value: '[no code]' + label: Area code as published + - value_id: K02000001 + label: United Kingdom + ordinal: 14 + row_number: 25 + expected_row_header_column: B + expected_row_header: United Kingdom + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + table_record_kind: total + guard_cells: + - column: A + row: 25 + expected_value: K02000001 + label: Area code as published + measures: + - measure_id: market_value_1_to_2499 + label: ISA holders with market value £1-£2,499 + ordinal: 0 + column: C + source_column_id: market_value_1_to_2499 + expected_column_header_row: 9 + expected_column_header: £1-£2,499 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_1_to_2499 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_1_to_2499 + label: ISA market value band + - variable: isa_market_value + operator: '>' + value: 0 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 2500 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_2500_to_4999 + label: ISA holders with market value £2,500-£4,999 + ordinal: 1 + column: D + source_column_id: market_value_2500_to_4999 + expected_column_header_row: 9 + expected_column_header: £2,500-£4,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_2500_to_4999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_2500_to_4999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 2500 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 5000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_5000_to_9999 + label: ISA holders with market value £5,000-£9,999 + ordinal: 2 + column: E + source_column_id: market_value_5000_to_9999 + expected_column_header_row: 9 + expected_column_header: £5,000-£9,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_5000_to_9999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_5000_to_9999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 5000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 10000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_10000_to_14999 + label: ISA holders with market value £10,000-£14,999 + ordinal: 3 + column: F + source_column_id: market_value_10000_to_14999 + expected_column_header_row: 9 + expected_column_header: £10,000-£14,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_10000_to_14999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_10000_to_14999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 10000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 15000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_15000_to_19999 + label: ISA holders with market value £15,000-£19,999 + ordinal: 4 + column: G + source_column_id: market_value_15000_to_19999 + expected_column_header_row: 9 + expected_column_header: £15,000-£19,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_15000_to_19999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_15000_to_19999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 15000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 20000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_20000_to_24999 + label: ISA holders with market value £20,000-£24,999 + ordinal: 5 + column: H + source_column_id: market_value_20000_to_24999 + expected_column_header_row: 9 + expected_column_header: £20,000-£24,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_20000_to_24999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_20000_to_24999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 20000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 25000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_25000_to_34999 + label: ISA holders with market value £25,000-£34,999 + ordinal: 6 + column: I + source_column_id: market_value_25000_to_34999 + expected_column_header_row: 9 + expected_column_header: £25,000-£34,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_25000_to_34999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_25000_to_34999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 25000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 35000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_35000_to_49999 + label: ISA holders with market value £35,000-£49,999 + ordinal: 7 + column: J + source_column_id: market_value_35000_to_49999 + expected_column_header_row: 9 + expected_column_header: £35,000-£49,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_35000_to_49999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_35000_to_49999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 35000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 50000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_50000_to_74999 + label: ISA holders with market value £50,000-£74,999 + ordinal: 8 + column: K + source_column_id: market_value_50000_to_74999 + expected_column_header_row: 9 + expected_column_header: £50,000-£74,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_50000_to_74999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_50000_to_74999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 50000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 75000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_75000_to_99999 + label: ISA holders with market value £75,000-£99,999 + ordinal: 9 + column: L + source_column_id: market_value_75000_to_99999 + expected_column_header_row: 9 + expected_column_header: £75,000-£99,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_75000_to_99999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_75000_to_99999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 75000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 100000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_100000_to_199999 + label: ISA holders with market value £100,000-£199,999 + ordinal: 10 + column: M + source_column_id: market_value_100000_to_199999 + expected_column_header_row: 9 + expected_column_header: £100,000-£199,999 (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_100000_to_199999 + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_100000_to_199999 + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 100000 + unit: gbp + label: ISA market value lower bound + - variable: isa_market_value + operator: < + value: 200000 + unit: gbp + label: ISA market value upper bound + - measure_id: market_value_200000_plus + label: ISA holders with market value £200,000 or more + ordinal: 11 + column: N + source_column_id: market_value_200000_plus + expected_column_header_row: 9 + expected_column_header: £200,000 or more (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: market_value_200000_plus + constraints: + - variable: isa_market_value_band + operator: == + value: market_value_200000_plus + label: ISA market value band + - variable: isa_market_value + operator: '>=' + value: 200000 + unit: gbp + label: ISA market value lower bound + - measure_id: all_holders + label: All ISA holders + ordinal: 12 + column: O + source_column_id: all_holders + expected_column_header_row: 9 + expected_column_header: Total (thousands) + concept: hmrc.isa_holders + source_concept: hmrc.isa_holders + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all + - measure_id: average_market_value + label: Average ISA market value per holder + ordinal: 13 + column: Q + source_column_id: average_market_value + expected_column_header_row: 9 + expected_column_header: Average ISA Market Value (£) + concept: hmrc.isa_mean_market_value_per_holder + source_concept: hmrc.isa_mean_market_value_per_holder + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 + tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of + individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to + 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and + 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA + holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC + estimates it from average market values of ISAs for a sample of individuals combined with reported + aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published + (the market value total behind it is not published at this breakdown).' + unit: gbp + aggregation: mean + value_scale: 1 + expected_cell_type: number + filters: + isa_market_value_band: all +- record_set_id: hmrc.isa_statistics_2026.table9_12.ty2023.share_of_adults + provenance_class: model_output + assertion: observation + record_set_spec_id: hmrc.isa_statistics_2026.table9_12.ty2023.share_of_adults.v1 + source_record_id_prefix: hmrc.isa_statistics_2026.table9_12.ty2023.share_of_adults + sheet_name: 9_12ISA_market_values_by_region + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2024-04-05' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 tax year + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: isa_holder + domain: individual_savings_accounts + groupby_dimension: geography + rows: + - value_id: E12000001 + label: North East + ordinal: 0 + row_number: 11 + expected_row_header_column: B + expected_row_header: North East + geography_id: E12000001 + geography_level: region + geography_name: North East + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 11 + expected_value: E12000001 + label: Area code as published + - value_id: E12000002 + label: North West and Merseyside + ordinal: 1 + row_number: 12 + expected_row_header_column: B + expected_row_header: North West and Merseyside + geography_id: E12000002 + geography_level: region + geography_name: North West and Merseyside + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: E12000002 + label: Area code as published + - value_id: E12000003 + label: Yorkshire and the Humber + ordinal: 2 + row_number: 13 + expected_row_header_column: B + expected_row_header: Yorkshire and the Humber + geography_id: E12000003 + geography_level: region + geography_name: Yorkshire and the Humber + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 13 + expected_value: E12000003 + label: Area code as published + - value_id: E12000004 + label: East Midlands + ordinal: 3 + row_number: 14 + expected_row_header_column: B + expected_row_header: East Midlands + geography_id: E12000004 + geography_level: region + geography_name: East Midlands + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 14 + expected_value: E12000004 + label: Area code as published + - value_id: E12000005 + label: West Midlands + ordinal: 4 + row_number: 15 + expected_row_header_column: B + expected_row_header: West Midlands + geography_id: E12000005 + geography_level: region + geography_name: West Midlands + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 15 + expected_value: E12000005 + label: Area code as published + - value_id: E12000006 + label: East of England + ordinal: 5 + row_number: 16 + expected_row_header_column: B + expected_row_header: East of England + geography_id: E12000006 + geography_level: region + geography_name: East of England + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 16 + expected_value: E12000006 + label: Area code as published + - value_id: E12000007 + label: London + ordinal: 6 + row_number: 17 + expected_row_header_column: B + expected_row_header: London + geography_id: E12000007 + geography_level: region + geography_name: London + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 17 + expected_value: E12000007 + label: Area code as published + - value_id: E12000008 + label: South East + ordinal: 7 + row_number: 18 + expected_row_header_column: B + expected_row_header: South East + geography_id: E12000008 + geography_level: region + geography_name: South East + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 18 + expected_value: E12000008 + label: Area code as published + - value_id: E12000009 + label: South West + ordinal: 8 + row_number: 19 + expected_row_header_column: B + expected_row_header: South West + geography_id: E12000009 + geography_level: region + geography_name: South West + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 19 + expected_value: E12000009 + label: Area code as published + - value_id: E92000001 + label: England + ordinal: 9 + row_number: 20 + expected_row_header_column: B + expected_row_header: Total + geography_id: E92000001 + geography_level: country + geography_name: England + geography_vintage: current + table_record_kind: total + guard_cells: + - column: A + row: 20 + expected_value: '[no code]' + label: Area code as published + - column: B + row: 10 + expected_value: England + label: England section heading + - value_id: W92000004 + label: Wales + ordinal: 10 + row_number: 21 + expected_row_header_column: B + expected_row_header: Wales + geography_id: W92000004 + geography_level: country + geography_name: Wales + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 21 + expected_value: W99999999 + label: Area code as published + - value_id: S92000003 + label: Scotland + ordinal: 11 + row_number: 22 + expected_row_header_column: B + expected_row_header: Scotland + geography_id: S92000003 + geography_level: country + geography_name: Scotland + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 22 + expected_value: S99999999 + label: Area code as published + - value_id: N92000002 + label: Northern Ireland + ordinal: 12 + row_number: 23 + expected_row_header_column: B + expected_row_header: Northern Ireland + geography_id: N92000002 + geography_level: country + geography_name: Northern Ireland + geography_vintage: current + table_record_kind: detail + guard_cells: + - column: A + row: 23 + expected_value: N99999999 + label: Area code as published + - value_id: K02000001 + label: United Kingdom + ordinal: 13 + row_number: 25 + expected_row_header_column: B + expected_row_header: United Kingdom + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + table_record_kind: total + guard_cells: + - column: A + row: 25 + expected_value: K02000001 + label: Area code as published + measures: + - measure_id: share_of_adults + label: ISA holders as a share of adults aged 18 or over + ordinal: 0 + column: P + source_column_id: share_of_adults + expected_column_header_row: 9 + expected_column_header: Percentage of All Adults (%) + concept: hmrc.isa_holders_share_of_adults + source_concept: hmrc.isa_holders_share_of_adults + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Table 9.12, ISA holders at the end of the 2023 to 2024 tax year as a share + of all individuals aged 18 or over, stored as the published fraction. Population estimates are taken + from the Office for National Statistics (ONS) adult population estimates. In column titles, percentage + of adults refers to all individuals aged 18 or over. + unit: share + aggregation: share + value_scale: 1 + expected_cell_type: number + filters: + isa_type: all diff --git a/packages/hmrc/lisa_statistics_2026/source_package.yaml b/packages/hmrc/lisa_statistics_2026/source_package.yaml new file mode 100644 index 00000000..8b23278c --- /dev/null +++ b/packages/hmrc/lisa_statistics_2026/source_package.yaml @@ -0,0 +1,1514 @@ +# HMRC Annual savings statistics, September 2026: the Lifetime ISA tables (published +# 16 September 2026), for PolicyEngine/microcosm#1415. Written by +# packages/hmrc/isa_statistics_2026/build_package.py from the pinned workbook. +# +# The workbook has withdrawals only: Table 1a by tax year and Table 1b by tax month. +# Lifetime ISA accounts and amounts subscribed are in the ISA tables' Table 9.4 +# (hmrc-isa-statistics-2026); the government bonus is published in neither. Ported: Table +# 1a's counts and values for 2018-19 to 2025-26. Not ported: Table 1b (the same flows by +# month) and Table 1a's two average columns (quotients of ported cells). HMRC rounds the +# numbers of individuals to the nearest 50. +# +schema_version: ledger.source_package.v1 +package_id: hmrc-lisa-statistics-2026 +label: 'HMRC Lifetime ISA statistics, September 2026: yearly withdrawals for house purchases and unauthorised + withdrawals, 2018-19 to 2025-26 (Table 1a)' +dimension_labels: + hmrc.tax_year: Tax year + lisa_withdrawal_reason: Lifetime ISA withdrawal reason +dimension_value_labels: + lisa_withdrawal_reason: + house_purchase: Withdrawal for a house purchase + unauthorised: Unauthorised withdrawal +artifact: + source_name: hmrc + source_table: 'Lifetime Individual Savings Account (LISA) tables: September 2026' + resource_package: db + resource_directory: data/hmrc/lisa_statistics_2026 + manifest: manifest.yaml + vintage: annual_savings_statistics_2026 + extracted_at: '2026-10-28' + extraction_method: ODS whole-workbook used-range parse with numeric-text coercion + parser: ods_numeric_text_used_range + artifact_year: 2026 +record_sets: +- record_set_id: hmrc.lisa_statistics_2026.table1a.ty2018 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.lisa_statistics_2026.table1a.ty2018.v1 + source_record_id_prefix: hmrc.lisa_statistics_2026.table1a.ty2018 + sheet_name: Lifetime_ISA_sheet + period_type: tax_year + period: 2018 + period_coverage: + start_date: '2018-04-06' + end_date: '2019-04-05' + basis: tax + source_period_label: 2018 to 2019 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: lisa_holder + domain: individual_savings_accounts + groupby_dimension: hmrc.tax_year + rows: + - value_id: tax_year_2018 + label: Tax year 2018 to 2019 + ordinal: 0 + row_number: 14 + expected_row_header_column: A + expected_row_header: 2018 to 2019 + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: 'Table 1a: Yearly LISA withdrawals' + label: Table title + measures: + - measure_id: house_purchase_withdrawers + label: Number of individuals withdrawing for a house purchase + ordinal: 0 + column: B + source_column_id: house_purchase_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals withdrawing for a house purchase + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: house_purchase_withdrawal_value + label: Total value of house purchase withdrawals + ordinal: 1 + column: C + source_column_id: house_purchase_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of house purchase withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawers + label: Number of individuals making unauthorised withdrawals + ordinal: 2 + column: E + source_column_id: unauthorised_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals making unauthorised withdrawals + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawal_value + label: Total value of unauthorised withdrawals + ordinal: 3 + column: F + source_column_id: unauthorised_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of unauthorised withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: withdrawal_charges + label: Total value of withdrawal charges + ordinal: 4 + column: G + source_column_id: withdrawal_charges + expected_column_header_row: 13 + expected_column_header: Total value of withdrawal charges, £ + concept: hmrc.lisa_withdrawal_charges + source_concept: hmrc.lisa_withdrawal_charges + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason +- record_set_id: hmrc.lisa_statistics_2026.table1a.ty2019 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.lisa_statistics_2026.table1a.ty2019.v1 + source_record_id_prefix: hmrc.lisa_statistics_2026.table1a.ty2019 + sheet_name: Lifetime_ISA_sheet + period_type: tax_year + period: 2019 + period_coverage: + start_date: '2019-04-06' + end_date: '2020-04-05' + basis: tax + source_period_label: 2019 to 2020 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: lisa_holder + domain: individual_savings_accounts + groupby_dimension: hmrc.tax_year + rows: + - value_id: tax_year_2019 + label: Tax year 2019 to 2020 + ordinal: 0 + row_number: 15 + expected_row_header_column: A + expected_row_header: 2019 to 2020 + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: 'Table 1a: Yearly LISA withdrawals' + label: Table title + measures: + - measure_id: house_purchase_withdrawers + label: Number of individuals withdrawing for a house purchase + ordinal: 0 + column: B + source_column_id: house_purchase_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals withdrawing for a house purchase + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: house_purchase_withdrawal_value + label: Total value of house purchase withdrawals + ordinal: 1 + column: C + source_column_id: house_purchase_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of house purchase withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawers + label: Number of individuals making unauthorised withdrawals + ordinal: 2 + column: E + source_column_id: unauthorised_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals making unauthorised withdrawals + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawal_value + label: Total value of unauthorised withdrawals + ordinal: 3 + column: F + source_column_id: unauthorised_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of unauthorised withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: withdrawal_charges + label: Total value of withdrawal charges + ordinal: 4 + column: G + source_column_id: withdrawal_charges + expected_column_header_row: 13 + expected_column_header: Total value of withdrawal charges, £ + concept: hmrc.lisa_withdrawal_charges + source_concept: hmrc.lisa_withdrawal_charges + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason +- record_set_id: hmrc.lisa_statistics_2026.table1a.ty2020 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.lisa_statistics_2026.table1a.ty2020.v1 + source_record_id_prefix: hmrc.lisa_statistics_2026.table1a.ty2020 + sheet_name: Lifetime_ISA_sheet + period_type: tax_year + period: 2020 + period_coverage: + start_date: '2020-04-06' + end_date: '2021-04-05' + basis: tax + source_period_label: 2020 to 2021 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: lisa_holder + domain: individual_savings_accounts + groupby_dimension: hmrc.tax_year + rows: + - value_id: tax_year_2020 + label: Tax year 2020 to 2021 + ordinal: 0 + row_number: 16 + expected_row_header_column: A + expected_row_header: 2020 to 2021 + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: 'Table 1a: Yearly LISA withdrawals' + label: Table title + measures: + - measure_id: house_purchase_withdrawers + label: Number of individuals withdrawing for a house purchase + ordinal: 0 + column: B + source_column_id: house_purchase_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals withdrawing for a house purchase + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: house_purchase_withdrawal_value + label: Total value of house purchase withdrawals + ordinal: 1 + column: C + source_column_id: house_purchase_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of house purchase withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawers + label: Number of individuals making unauthorised withdrawals + ordinal: 2 + column: E + source_column_id: unauthorised_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals making unauthorised withdrawals + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawal_value + label: Total value of unauthorised withdrawals + ordinal: 3 + column: F + source_column_id: unauthorised_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of unauthorised withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: withdrawal_charges + label: Total value of withdrawal charges + ordinal: 4 + column: G + source_column_id: withdrawal_charges + expected_column_header_row: 13 + expected_column_header: Total value of withdrawal charges, £ + concept: hmrc.lisa_withdrawal_charges + source_concept: hmrc.lisa_withdrawal_charges + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason +- record_set_id: hmrc.lisa_statistics_2026.table1a.ty2021 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.lisa_statistics_2026.table1a.ty2021.v1 + source_record_id_prefix: hmrc.lisa_statistics_2026.table1a.ty2021 + sheet_name: Lifetime_ISA_sheet + period_type: tax_year + period: 2021 + period_coverage: + start_date: '2021-04-06' + end_date: '2022-04-05' + basis: tax + source_period_label: 2021 to 2022 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: lisa_holder + domain: individual_savings_accounts + groupby_dimension: hmrc.tax_year + rows: + - value_id: tax_year_2021 + label: Tax year 2021 to 2022 + ordinal: 0 + row_number: 17 + expected_row_header_column: A + expected_row_header: 2021 to 2022 + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: 'Table 1a: Yearly LISA withdrawals' + label: Table title + measures: + - measure_id: house_purchase_withdrawers + label: Number of individuals withdrawing for a house purchase + ordinal: 0 + column: B + source_column_id: house_purchase_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals withdrawing for a house purchase + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: house_purchase_withdrawal_value + label: Total value of house purchase withdrawals + ordinal: 1 + column: C + source_column_id: house_purchase_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of house purchase withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawers + label: Number of individuals making unauthorised withdrawals + ordinal: 2 + column: E + source_column_id: unauthorised_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals making unauthorised withdrawals + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawal_value + label: Total value of unauthorised withdrawals + ordinal: 3 + column: F + source_column_id: unauthorised_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of unauthorised withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: withdrawal_charges + label: Total value of withdrawal charges + ordinal: 4 + column: G + source_column_id: withdrawal_charges + expected_column_header_row: 13 + expected_column_header: Total value of withdrawal charges, £ + concept: hmrc.lisa_withdrawal_charges + source_concept: hmrc.lisa_withdrawal_charges + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason +- record_set_id: hmrc.lisa_statistics_2026.table1a.ty2022 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.lisa_statistics_2026.table1a.ty2022.v1 + source_record_id_prefix: hmrc.lisa_statistics_2026.table1a.ty2022 + sheet_name: Lifetime_ISA_sheet + period_type: tax_year + period: 2022 + period_coverage: + start_date: '2022-04-06' + end_date: '2023-04-05' + basis: tax + source_period_label: 2022 to 2023 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: lisa_holder + domain: individual_savings_accounts + groupby_dimension: hmrc.tax_year + rows: + - value_id: tax_year_2022 + label: Tax year 2022 to 2023 + ordinal: 0 + row_number: 18 + expected_row_header_column: A + expected_row_header: 2022 to 2023 + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: 'Table 1a: Yearly LISA withdrawals' + label: Table title + measures: + - measure_id: house_purchase_withdrawers + label: Number of individuals withdrawing for a house purchase + ordinal: 0 + column: B + source_column_id: house_purchase_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals withdrawing for a house purchase + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: house_purchase_withdrawal_value + label: Total value of house purchase withdrawals + ordinal: 1 + column: C + source_column_id: house_purchase_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of house purchase withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawers + label: Number of individuals making unauthorised withdrawals + ordinal: 2 + column: E + source_column_id: unauthorised_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals making unauthorised withdrawals + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawal_value + label: Total value of unauthorised withdrawals + ordinal: 3 + column: F + source_column_id: unauthorised_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of unauthorised withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: withdrawal_charges + label: Total value of withdrawal charges + ordinal: 4 + column: G + source_column_id: withdrawal_charges + expected_column_header_row: 13 + expected_column_header: Total value of withdrawal charges, £ + concept: hmrc.lisa_withdrawal_charges + source_concept: hmrc.lisa_withdrawal_charges + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason +- record_set_id: hmrc.lisa_statistics_2026.table1a.ty2023 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.lisa_statistics_2026.table1a.ty2023.v1 + source_record_id_prefix: hmrc.lisa_statistics_2026.table1a.ty2023 + sheet_name: Lifetime_ISA_sheet + period_type: tax_year + period: 2023 + period_coverage: + start_date: '2023-04-06' + end_date: '2024-04-05' + basis: tax + source_period_label: 2023 to 2024 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: lisa_holder + domain: individual_savings_accounts + groupby_dimension: hmrc.tax_year + rows: + - value_id: tax_year_2023 + label: Tax year 2023 to 2024 + ordinal: 0 + row_number: 19 + expected_row_header_column: A + expected_row_header: 2023 to 2024 + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: 'Table 1a: Yearly LISA withdrawals' + label: Table title + measures: + - measure_id: house_purchase_withdrawers + label: Number of individuals withdrawing for a house purchase + ordinal: 0 + column: B + source_column_id: house_purchase_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals withdrawing for a house purchase + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: house_purchase_withdrawal_value + label: Total value of house purchase withdrawals + ordinal: 1 + column: C + source_column_id: house_purchase_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of house purchase withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawers + label: Number of individuals making unauthorised withdrawals + ordinal: 2 + column: E + source_column_id: unauthorised_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals making unauthorised withdrawals + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawal_value + label: Total value of unauthorised withdrawals + ordinal: 3 + column: F + source_column_id: unauthorised_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of unauthorised withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: withdrawal_charges + label: Total value of withdrawal charges + ordinal: 4 + column: G + source_column_id: withdrawal_charges + expected_column_header_row: 13 + expected_column_header: Total value of withdrawal charges, £ + concept: hmrc.lisa_withdrawal_charges + source_concept: hmrc.lisa_withdrawal_charges + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason +- record_set_id: hmrc.lisa_statistics_2026.table1a.ty2024 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.lisa_statistics_2026.table1a.ty2024.v1 + source_record_id_prefix: hmrc.lisa_statistics_2026.table1a.ty2024 + sheet_name: Lifetime_ISA_sheet + period_type: tax_year + period: 2024 + period_coverage: + start_date: '2024-04-06' + end_date: '2025-04-05' + basis: tax + source_period_label: 2024 to 2025 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: lisa_holder + domain: individual_savings_accounts + groupby_dimension: hmrc.tax_year + rows: + - value_id: tax_year_2024 + label: Tax year 2024 to 2025 + ordinal: 0 + row_number: 20 + expected_row_header_column: A + expected_row_header: 2024 to 2025 + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: 'Table 1a: Yearly LISA withdrawals' + label: Table title + measures: + - measure_id: house_purchase_withdrawers + label: Number of individuals withdrawing for a house purchase + ordinal: 0 + column: B + source_column_id: house_purchase_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals withdrawing for a house purchase + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: house_purchase_withdrawal_value + label: Total value of house purchase withdrawals + ordinal: 1 + column: C + source_column_id: house_purchase_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of house purchase withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawers + label: Number of individuals making unauthorised withdrawals + ordinal: 2 + column: E + source_column_id: unauthorised_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals making unauthorised withdrawals + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawal_value + label: Total value of unauthorised withdrawals + ordinal: 3 + column: F + source_column_id: unauthorised_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of unauthorised withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: withdrawal_charges + label: Total value of withdrawal charges + ordinal: 4 + column: G + source_column_id: withdrawal_charges + expected_column_header_row: 13 + expected_column_header: Total value of withdrawal charges, £ + concept: hmrc.lisa_withdrawal_charges + source_concept: hmrc.lisa_withdrawal_charges + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason +- record_set_id: hmrc.lisa_statistics_2026.table1a.ty2025 + provenance_class: administrative + assertion: observation + record_set_spec_id: hmrc.lisa_statistics_2026.table1a.ty2025.v1 + source_record_id_prefix: hmrc.lisa_statistics_2026.table1a.ty2025 + sheet_name: Lifetime_ISA_sheet + period_type: tax_year + period: 2025 + period_coverage: + start_date: '2025-04-06' + end_date: '2026-04-05' + basis: tax + source_period_label: 2025 to 2026 + geography_id: K02000001 + geography_level: country + geography_name: United Kingdom + geography_vintage: current + entity: person + entity_role: lisa_holder + domain: individual_savings_accounts + groupby_dimension: hmrc.tax_year + rows: + - value_id: tax_year_2025 + label: Tax year 2025 to 2026 + ordinal: 0 + row_number: 21 + expected_row_header_column: A + expected_row_header: 2025 to 2026 + table_record_kind: detail + guard_cells: + - column: A + row: 12 + expected_value: 'Table 1a: Yearly LISA withdrawals' + label: Table title + measures: + - measure_id: house_purchase_withdrawers + label: Number of individuals withdrawing for a house purchase + ordinal: 0 + column: B + source_column_id: house_purchase_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals withdrawing for a house purchase + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: house_purchase_withdrawal_value + label: Total value of house purchase withdrawals + ordinal: 1 + column: C + source_column_id: house_purchase_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of house purchase withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: house_purchase + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: house_purchase + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawers + label: Number of individuals making unauthorised withdrawals + ordinal: 2 + column: E + source_column_id: unauthorised_withdrawers + expected_column_header_row: 13 + expected_column_header: Number of individuals making unauthorised withdrawals + concept: hmrc.lisa_withdrawers + source_concept: hmrc.lisa_withdrawers + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: count + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: unauthorised_withdrawal_value + label: Total value of unauthorised withdrawals + ordinal: 3 + column: F + source_column_id: unauthorised_withdrawal_value + expected_column_header_row: 13 + expected_column_header: Total value of unauthorised withdrawals, £ + concept: hmrc.lisa_withdrawal_value + source_concept: hmrc.lisa_withdrawal_value + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason + - measure_id: withdrawal_charges + label: Total value of withdrawal charges + ordinal: 4 + column: G + source_column_id: withdrawal_charges + expected_column_header_row: 13 + expected_column_header: Total value of withdrawal charges, £ + concept: hmrc.lisa_withdrawal_charges + source_concept: hmrc.lisa_withdrawal_charges + concept_relation: source_label + concept_authority: hmrc + concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 + concept_evidence_notes: Lifetime ISA Table 1a, yearly withdrawals. The data underpinning these figures + comes from monthly electronic uploads from LISA providers to HM Revenue & Customs. Some individuals + may have made withdrawals from their account in multiple months. Therefore, the annual figure for + the number of individuals making withdrawals from their accounts may be less than the sum of the + monthly figures. The figures for the number of individuals are rounded to the nearest 50, the figures + for the total withdrawal values are rounded to the nearest £1000, and the figures for the average + withdrawal sizes are rounded to the nearest £1. + unit: gbp + aggregation: sum + value_scale: 1 + expected_cell_type: number + filters: + lisa_withdrawal_reason: unauthorised + constraints: + - variable: lisa_withdrawal_reason + operator: == + value: unauthorised + label: Lifetime ISA withdrawal reason diff --git a/tests/test_source_hmrc_isa_statistics_2026.py b/tests/test_source_hmrc_isa_statistics_2026.py new file mode 100644 index 00000000..87107df3 --- /dev/null +++ b/tests/test_source_hmrc_isa_statistics_2026.py @@ -0,0 +1,351 @@ +"""HMRC annual savings statistics, September 2026 (PolicyEngine/microcosm#1415). + +Checks the three packages build_package.py writes: the ISA tables (9.4, 9.6 and 9.7 +to 9.12), Lifetime ISA Table 1a and the cash ISA limit impact note. Values are re-read +from the workbooks with pandas, located by the publisher's labels rather than by the +packages' coordinates. +""" + +from __future__ import annotations + +from collections import Counter +import hashlib +from pathlib import Path +import runpy + +import pandas as pd +import pytest +import yaml + +from chronicle.bundle import UK_BUNDLE_SOURCES +from chronicle.consumer_contract import validate_consumer_fact_contract +from chronicle.core import validate_facts +from chronicle.source_package import ( + SOURCE_PACKAGE_ALIASES, + load_source_package, + validate_source_package, +) + +ROOT = Path(__file__).resolve().parents[1] +ISA = ROOT / "packages/hmrc/isa_statistics_2026" +LISA = ROOT / "packages/hmrc/lisa_statistics_2026" +NOTE = ROOT / "packages/hmrc/cash_isa_limit_reduction_2026" +ISA_ODS = ROOT / "db/data/hmrc/isa_statistics_2026/Individual_Savings_Account_Tables_2026.ods" +LISA_ODS = ROOT / "db/data/hmrc/lisa_statistics_2026/Lifetime_ISA_Tables_2026.ods" +PREFIX = "hmrc.isa_statistics_2026" +TYPES = ("cash_only", "stocks_and_shares_only", "cash_and_stocks_and_shares") + + +def _facts(package_dir: Path) -> dict[str, object]: + package = load_source_package(package_dir) + return {fact.source_record_id: fact for fact in package.build_facts(2026)} + + +@pytest.fixture(scope="module") +def isa_facts(): + return _facts(ISA) + + +@pytest.fixture(scope="module") +def isa_sheets(): + return pd.read_excel(ISA_ODS, sheet_name=None, header=None, engine="odf") + + +def _value(facts: dict, record_set: str, row: str, measure: str) -> float: + return facts[f"{PREFIX}.{record_set}.{row}.{measure}"].value + + +@pytest.mark.parametrize( + ("package_dir", "package_id", "record_sets", "facts"), + [ + (ISA, "hmrc-isa-statistics-2026", 73, 3397), + (LISA, "hmrc-lisa-statistics-2026", 8, 40), + (NOTE, "hmrc-cash-isa-limit-reduction-2026", 1, 2), + ], +) +def test_packages_validate_register_and_carry_no_anchors( + package_dir, package_id, record_sets, facts +): + report = validate_source_package(package_dir, year=2026) + assert report.valid, report.to_dict() + assert not report.warnings + assert report.counts["record_set_count"] == record_sets + assert report.counts["source_record_count"] == facts + assert SOURCE_PACKAGE_ALIASES[package_id] == package_dir.relative_to(ROOT / "packages") + assert package_id in UK_BUNDLE_SOURCES + text = (package_dir / "source_package.yaml").read_text(encoding="utf-8") + assert not any( + isinstance(token, (yaml.AnchorToken, yaml.AliasToken)) for token in yaml.scan(text) + ) + built = list(_facts(package_dir).values()) + assert validate_facts(built).valid + assert validate_consumer_fact_contract(built).valid + + +def test_generator_reproduces_the_committed_packages(): + generator = runpy.run_path(str(ISA / "build_package.py")) + for package_dir, build in ( + (ISA, "isa_package"), + (LISA, "lisa_package"), + (NOTE, "note_package"), + ): + assert generator[build]() == (package_dir / "source_package.yaml").read_text( + encoding="utf-8" + ) + + +@pytest.mark.parametrize("package_dir", [ISA, LISA, NOTE]) +def test_manifests_pin_bytes_licence_and_r2(package_dir): + data_dir = ROOT / "db/data/hmrc" / package_dir.name + manifest = yaml.safe_load((data_dir / "manifest.yaml").read_text(encoding="utf-8")) + assert manifest["license"] == "Open Government Licence v3.0" + assert manifest["license_verified_at"] == "2026-10-28" + entry = manifest["files"][2026] + content = (data_dir / entry["filename"]).read_bytes() + assert hashlib.sha256(content).hexdigest() == entry["sha256"] + assert len(content) == entry["size_bytes"] + assert entry["storage"]["r2"]["uri"] == ( + f"r2://ledger-raw/raw/uk/hmrc/{manifest['package_id']}/2026/" + f"{entry['sha256']}/{entry['filename']}" + ) + + +def test_provenance_and_units_by_table(isa_facts): + # Table 9.4: four lines a year to 2015-16, five in 2016-17 (Innovative Finance ISAs + # begin) and six from 2017-18 (Lifetime ISAs begin). Table 9.6: 19 lines a year, + # less the exchange-traded shares line before 2013-14 and the three Innovative + # Finance lines before 2016-17. + by_table = Counter() + for record_id, fact in isa_facts.items(): + table = record_id.split(".")[2] + by_table[(table, fact.provenance_class, fact.measure.concept)] += 1 + if fact.provenance_class == "survey_aggregate": + assert "Survey of Personal Incomes" in fact.survey_instrument + else: + assert fact.survey_instrument is None + assert by_table == { + ("table9_4", "administrative", "hmrc.isa_accounts_subscribed"): 85, + ("table9_4", "administrative", "hmrc.isa_amount_subscribed"): 85, + ("table9_6", "administrative", "hmrc.isa_market_value"): 249, + ("table9_7", "survey_aggregate", "hmrc.isa_subscribers"): 576, + ("table9_7", "survey_aggregate", "hmrc.isa_holders"): 96, + ("table9_8", "survey_aggregate", "hmrc.isa_subscribers"): 264, + ("table9_8", "survey_aggregate", "hmrc.isa_holders"): 132, + ("table9_9", "survey_aggregate", "hmrc.isa_subscribers"): 60, + ("table9_9", "survey_aggregate", "hmrc.isa_holders"): 30, + ("table9_10", "survey_aggregate", "hmrc.isa_holders"): 624, + ("table9_10", "survey_aggregate", "hmrc.isa_mean_market_value_per_holder"): 48, + ("table9_11", "survey_aggregate", "hmrc.isa_holders"): 858, + ("table9_11", "survey_aggregate", "hmrc.isa_mean_market_value_per_holder"): 66, + ("table9_12", "survey_aggregate", "hmrc.isa_holders"): 195, + ("table9_12", "survey_aggregate", "hmrc.isa_mean_market_value_per_holder"): 15, + ("table9_12", "model_output", "hmrc.isa_holders_share_of_adults"): 14, + } + # Tables 9.7 to 9.12 count people under '(thousands)' headings: unscaled. + assert _value(isa_facts, "table9_7.ty2023.all.subscribers", "all", "all_subscriptions") == 13054561 + assert _value(isa_facts, "table9_7.ty2023.all.holders", "all", "all_holders") == 23025972 + # Table 9.4 is in thousands of accounts and GBP million. + assert _value(isa_facts, "table9_4.accounts.ty2023", "cash", "accounts") == 9939000 + assert _value(isa_facts, "table9_4.amounts.ty2024", "lifetime", "amounts") == 2818000000 + + +def _money_id(prefix: str, label: str) -> str: + """'£0-£12,570' -> income_0_to_12570, '£150,001 or more' -> income_150001_plus, + '£20,000' -> subscription_20000_to_20000, read from the publisher's label.""" + text = label.replace("(thousands)", "").replace("\n", " ").strip() + if text.endswith(" or more"): + low = int(text.removesuffix(" or more").lstrip("£").replace(",", "")) + return f"{prefix}_{low}_plus" + parts = [int(part.lstrip("£").replace(",", "")) for part in text.split("-")] + low, high = (parts[0], parts[0]) if len(parts) == 1 else parts + return f"{prefix}_{low}_to_{high}" + + +def test_table_9_7_matches_the_workbook_by_label(isa_facts, isa_sheets): + sheet = isa_sheets["9_7_ISA_subs_by_income"] + titles = { + "all": "Range of Income of All ISA Subscribers (maximum combined subscription £20,000)", + "cash_only": "Range of Income of Cash ISA Subscribers Only", + "stocks_and_shares_only": "Range of Income of Stocks & Shares ISA Subscribers Only", + "cash_and_stocks_and_shares": "Range of Income of Cash and Stocks & Shares ISA Subscribers", + } + labels = sheet.iloc[:, 0].astype(str).str.strip() + checked = 0 + for isa_type, title in titles.items(): + (start,) = labels.index[labels == title] + headers = [str(h) for h in sheet.iloc[start, 1:15]] + record_set = f"table9_7.ty2023.{isa_type}" + for offset in range(1, 13): + label = labels[start + offset] + row = "all" if label == "All ranges" else _money_id("income", label) + for column, header in enumerate(headers, start=1): + if header.startswith("All Subscriptions"): + key = (f"{record_set}.subscribers", "all_subscriptions") + elif header.startswith("No Further Subscription"): + key = (f"{record_set}.holders", "no_further_subscription") + elif header.startswith("All ISA Holders"): + key = (f"{record_set}.holders", "all_holders") + else: + key = (f"{record_set}.subscribers", _money_id("subscription", header)) + assert _value(isa_facts, key[0], row, key[1]) == sheet.iloc[start + offset, column] + checked += 1 + assert checked == 4 * 12 * 14 == sum( + 1 for record_id in isa_facts if record_id.startswith(f"{PREFIX}.table9_7.") + ) + + +def test_table_9_7_blocks_and_holders_add_up(isa_facts): + for row in [ + "income_0_to_12570", + "income_40001_to_50270", + "income_150001_plus", + "all", + ]: + measures = [ + fact.source_record_id.rsplit(".", 1)[1] + for fact in isa_facts.values() + if fact.source_record_id.startswith(f"{PREFIX}.table9_7.ty2023.all.subscribers.{row}.") + ] + assert len(measures) == 12 + for measure in measures: + whole = _value(isa_facts, "table9_7.ty2023.all.subscribers", row, measure) + parts = sum( + _value(isa_facts, f"table9_7.ty2023.{t}.subscribers", row, measure) + for t in TYPES + ) + assert abs(whole - parts) <= 2, (row, measure, whole, parts) + for isa_type in ("all", *TYPES): + record_set = f"table9_7.ty2023.{isa_type}" + subscribed = _value(isa_facts, f"{record_set}.subscribers", row, "all_subscriptions") + held = _value(isa_facts, f"{record_set}.holders", row, "all_holders") + idle = _value(isa_facts, f"{record_set}.holders", row, "no_further_subscription") + assert abs(subscribed + idle - held) <= 2, (isa_type, row) + # The four blocks partition the 13.05 million subscribers, 28.8% at GBP 20,000. + total = _value(isa_facts, "table9_7.ty2023.all.subscribers", "all", "all_subscriptions") + full = _value(isa_facts, "table9_7.ty2023.all.subscribers", "all", "subscription_20000_to_20000") + assert round(full / total, 3) == 0.288 + + +def test_tables_9_8_and_9_9_restate_table_9_7(isa_facts): + for isa_type in TYPES: + expected = _value(isa_facts, f"table9_7.ty2023.{isa_type}.subscribers", "all", "all_subscriptions") + persons = _value(isa_facts, "table9_8.ty2023.all.subscribers", "all", f"{isa_type}_subscribers") + male = _value(isa_facts, "table9_8.ty2023.male.subscribers", "all", f"{isa_type}_subscribers") + female = _value(isa_facts, "table9_8.ty2023.female.subscribers", "all", f"{isa_type}_subscribers") + uk = _value(isa_facts, "table9_9.ty2023.subscribers", "K02000001", f"{isa_type}_subscribers") + assert persons == expected == uk + assert abs(male + female - persons) <= 2 + holders = _value(isa_facts, "table9_7.ty2023.all.holders", "all", "all_holders") + assert _value(isa_facts, "table9_8.ty2023.all.holders", "all", "all_holders") == holders + assert _value(isa_facts, "table9_9.ty2023.holders", "K02000001", "all_holders") == holders + for table in ("table9_10.ty2023.all", "table9_11.ty2023.all", "table9_12.ty2023"): + row = "K02000001" if table.startswith("table9_12") else "all" + assert _value(isa_facts, table, row, "all_holders") == holders + regions = sum( + _value(isa_facts, "table9_9.ty2023.subscribers", f"E1200000{i}", "all_subscribers") + for i in range(1, 10) + ) + england = _value(isa_facts, "table9_9.ty2023.subscribers", "E92000001", "all_subscribers") + assert abs(regions - england) <= 9 + countries = england + sum( + _value(isa_facts, "table9_9.ty2023.subscribers", code, "all_subscribers") + for code in ("W92000004", "S92000003", "N92000002", "overseas_and_unknown") + ) + uk = _value(isa_facts, "table9_9.ty2023.subscribers", "K02000001", "all_subscribers") + assert abs(countries - uk) <= 5 + + +def test_age_bands_cover_the_published_rows(isa_facts): + persons = [ + fact + for fact in isa_facts.values() + if fact.source_record_id.startswith(f"{PREFIX}.table9_8.ty2023.all.subscribers.") + and fact.source_record_id.endswith(".all_subscribers") + ] + assert len(persons) == 22 + bands = sum(fact.value for fact in persons if fact.filters["age_band"] != "all") + total = next(fact.value for fact in persons if fact.filters["age_band"] == "all") + assert abs(bands - total) <= 21 + under_24 = next(fact for fact in persons if fact.filters["age_band"] == "age_under_24") + assert [(c.variable, c.operator, c.value) for c in under_24.constraints if c.variable == "age"] == [ + ("age", "<", 24) + ] + + +def test_table_9_4_components_sum_and_match_the_workbook(isa_facts, isa_sheets): + sheet = isa_sheets["9_4_ISA_subscriptions"] + labels = sheet.iloc[:, 0].astype(str).str.strip() + for section, heading, scale in ( + ("accounts", "Number of accounts subscribed in current year (thousands)", 1000), + ("amounts", "Amounts subscribed (£ million)", 1000000), + ): + start = labels.index[labels == heading][0] + years = [str(y).strip() for y in sheet.iloc[start, 1:18]] + assert years[15] == "2023 to 2024" and years[16].startswith("2024 to 2025") + for column, opening in ((16, 2023), (17, 2024)): + record_set = f"table9_4.{section}.ty{opening}" + for row_label, component in ( + ("Cash ISA", "cash"), + ("Stock and Shares ISA", "stocks_and_shares"), + ("Lifetime ISA", "lifetime"), + ("Total", "all"), + ): + row = labels.index[(labels == row_label) & (labels.index > start)][0] + assert _value(isa_facts, record_set, component, section) == ( + sheet.iloc[row, column] * scale + ) + parts = sum( + _value(isa_facts, record_set, component, section) + for component in ("cash", "stocks_and_shares", "innovative_finance", "lifetime") + ) + assert abs(parts - _value(isa_facts, record_set, "all", section)) <= 2 * scale + # Products launched later carry no fact before they existed. + assert f"{PREFIX}.table9_4.accounts.ty2016.lifetime.accounts" not in isa_facts + assert f"{PREFIX}.table9_4.accounts.ty2017.lifetime.accounts" in isa_facts + assert f"{PREFIX}.table9_4.accounts.ty2015.innovative_finance.accounts" not in isa_facts + + +def test_table_9_6_lines_sum_to_their_components(isa_facts): + record_set = "table9_6.ty2024" + rows = Counter() + for record_id, fact in isa_facts.items(): + if record_id.startswith(f"{PREFIX}.{record_set}."): + rows[(fact.filters["isa_component"], fact.filters["isa_asset_type"])] = fact.value + for component in ("stocks_and_shares", "cash", "innovative_finance"): + lines = sum(v for (c, a), v in rows.items() if c == component and a != "all") + assert abs(lines - rows[(component, "all")]) <= 2e6, component + adult = sum(rows[(c, "all")] for c in ("stocks_and_shares", "cash", "innovative_finance")) + assert abs(adult - rows[("all", "all")]) <= 2e6 + assert rows[("stocks_and_shares", "cash_on_deposit")] == 22398e6 + + +def test_lifetime_isa_table_1a(): + facts = _facts(LISA) + assert len(facts) == 40 + latest = { + record_id.rsplit(".", 1)[1]: fact.value + for record_id, fact in facts.items() + if ".table1a.ty2025." in record_id + } + assert latest == { + "house_purchase_withdrawers": 99750, + "house_purchase_withdrawal_value": 1536484000, + "unauthorised_withdrawers": 154100, + "unauthorised_withdrawal_value": 475944000, + "withdrawal_charges": 118985000, + } + sheet = pd.read_excel(LISA_ODS, sheet_name="Lifetime_ISA_sheet", header=None, engine="odf") + labels = sheet.iloc[:, 0].astype(str) + row = labels.index[labels == "2018 to 2019"][0] + assert facts["hmrc.lisa_statistics_2026.table1a.ty2018.tax_year_2018.house_purchase_withdrawers"].value == sheet.iloc[row, 1] + + +def test_impact_note_shares(): + facts = _facts(NOTE) + shares = {fact.filters["cash_isa_subscription_band"]: fact for fact in facts.values()} + assert shares["under_12000"].value + shares["over_12000"].value == 100 + assert shares["over_12000"].value == 22 + for fact in shares.values(): + assert fact.provenance_class == "model_output" + assert fact.period.value == 2022 + assert ("age", "<", 65) in {(c.variable, c.operator, c.value) for c in fact.constraints} From 14a21a12ed6a50c670e8f125f39c96027c31cce4 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 20:18:40 +0000 Subject: [PATCH 2/7] Document the HMRC annual savings statistics packages Add a data-source page with the files, concepts, dimensions, caveats and what Microcosm selects, a "Beyond parity" section in the UK source checklist, and a changelog fragment. Co-Authored-By: Claude Opus 5.5 --- changelog.d/hmrc-isa-statistics-2026.added.md | 1 + .../uk-hmrc-annual-savings-statistics-2026.md | 140 ++++++++++++++++++ docs/pe-uk-source-checklist.md | 19 +++ 3 files changed, 160 insertions(+) create mode 100644 changelog.d/hmrc-isa-statistics-2026.added.md create mode 100644 docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md diff --git a/changelog.d/hmrc-isa-statistics-2026.added.md b/changelog.d/hmrc-isa-statistics-2026.added.md new file mode 100644 index 00000000..b40b577d --- /dev/null +++ b/changelog.d/hmrc-isa-statistics-2026.added.md @@ -0,0 +1 @@ +Add HMRC's annual savings statistics for September 2026 for PolicyEngine/microcosm#1415: the ISA tables' accounts and amounts subscribed by component from 2008-09 to 2024-25 (Table 9.4), market values by type of investment from 2011-12 to 2024-25 (Table 9.6), and the 2023-24 counts of individuals subscribing and holding by income, age, sex, region, subscription band and market value (Tables 9.7 to 9.12); the Lifetime ISA tables' yearly withdrawals for house purchases and unauthorised withdrawals (Table 1a); and the cash ISA limit impact note's shares of under-65 cash ISA subscribers either side of GBP 12,000 in 2022-23. Tables 9.7 to 9.12 head their columns '(thousands)' but count individuals, so their values are stored unscaled. diff --git a/docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md b/docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md new file mode 100644 index 00000000..d81ca1bd --- /dev/null +++ b/docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md @@ -0,0 +1,140 @@ +# HMRC annual savings statistics 2026 for PolicyEngine/microcosm#1415 + +[PolicyEngine/microcosm#1415](https://github.com/PolicyEngine/microcosm/issues/1415) +imputes yearly ISA subscriptions per adult by type, so that ISA-limit reforms and the +Lifetime ISA bonus stop scoring zero on Microcosm. These packages give it HMRC's published +ISA statistics and the one published fact that crosses age with amount. Everything here is +a published aggregate; no microdata is involved. +`packages/hmrc/isa_statistics_2026/build_package.py` regenerates all three packages from the +pinned bytes (`--check` compares instead of writing). + +## Sources + +All three were published by HMRC on GOV.UK under the Open Government Licence v3.0, and all +are committed and stored in R2. + +| Package | File | Bytes | sha256 | +|---|---|---|---| +| `hmrc-isa-statistics-2026` | `Individual_Savings_Account_Tables_2026.ods` ("Individual Savings Account (ISA) tables: September 2026", published 16 September 2026) | 60,311 | `a0eaf908…10e3b` | +| `hmrc-lisa-statistics-2026` | `Lifetime_ISA_Tables_2026.ods` ("Lifetime Individual Savings Account (LISA) tables: September 2026") | 17,089 | `bba1520b…02231` | +| `hmrc-cash-isa-limit-reduction-2026` | the HTML of "Cash Individual Savings Account (ISA) limit reduction: tax information and impact note" (17 September 2026) | 103,157 | `3a27fd60…c6212` | + +The two workbooks are on the +[release page](https://www.gov.uk/government/statistics/annual-savings-statistics-2026), +which also has the commentary and the methodology note. Budget 2026 (28 October 2026) +announced that the GBP 12,000 cash limit the impact note describes will not go ahead, so the +page may change; the package pins the bytes fetched on 28 October 2026. + +## `hmrc-isa-statistics-2026`: 3,397 facts + +Record-set ids start `hmrc.isa_statistics_2026.`. + +**What it carries, by table:** +- **Table 9.4** (`table9_4.accounts.ty`, `table9_4.amounts.ty`, tax years 2008 + to 2024). + - What it counts: Adult ISA accounts subscribed to in the year (`hmrc.isa_accounts_subscribed`, thousands) + and amounts subscribed (`hmrc.isa_amount_subscribed`, GBP million). + - `isa_component` values: `cash`, `stocks_and_shares`, `innovative_finance`, `lifetime`, + `stocks_and_shares_insurance` and `all`. + - Administrative totals from ISA managers' returns. They count accounts, not individuals. + - Products that did not exist in a year carry no fact for it. Innovative Finance ISAs start + in 2016-17 and Lifetime ISAs in 2017-18. + - HMRC marks 2024-25 as provisional. +- **Table 9.6** (`table9_6.ty`, 2011 to 2024). + - What it counts: the market value of Adult ISA funds (`hmrc.isa_market_value`, GBP million) at the end + of each tax year. + - Dimensions: `isa_component` and `isa_asset_type`. The stocks-and-shares component's + lines include `cash_on_deposit`. + - HMRC's note says Lifetime ISA market values are inside the cash and stocks-and-shares + totals. +- **Table 9.7** (`table9_7.ty2023..subscribers` and `.holders`). + - What it counts: individuals subscribing (`hmrc.isa_subscribers`) and holding (`hmrc.isa_holders`) in + 2023-24. + - Rows are 11 `isa_income_band`s plus all ranges, with `total_income` bounds. + - Columns are 11 `isa_subscription_band`s plus all subscriptions. The bands have an edge + at GBP 12,000 and an exact GBP 20,000 band. + - For holders there are two columns: no further subscription, and all holders. + - It is split into four `isa_type` blocks: `all`, `cash_only`, `stocks_and_shares_only` + and `cash_and_stocks_and_shares`. In the `all` and `cash_and_stocks_and_shares` blocks, + the band is the combined amount subscribed. +- **Table 9.8** (`table9_8.ty2023..subscribers` and `.holders`): the same counts by 21 + `age_band`s and sex, with types as columns. +- **Table 9.9** (`table9_9.ty2023.subscribers` and `.holders`): the same counts by English + region and country. HMRC's overseas and unknown row is the statistical scope + `hmrc:overseas_and_unknown`. +- **Tables 9.10, 9.11 and 9.12**: individuals holding ISAs at the end of 2023-24. + - Breakdowns: by income and type (9.10), by age and sex (9.11), and by region (9.12). + - Columns are 12 `isa_market_value_band`s, with each breakdown's total and HMRC's average + market value per holder (`hmrc.isa_mean_market_value_per_holder`). + - Table 9.12's share of adults aged 18 or over (`hmrc.isa_holders_share_of_adults`) is + its own `model_output` record set, since it rests on ONS population estimates. + +**Provenance.** +- Tables 9.4 and 9.6 are `administrative`. +- Tables 9.7 to 9.12 are `survey_aggregate`. HMRC estimates them from a sample of + individuals' accounts matched to the Survey of Personal Incomes, calibrated to the + totals in Tables 9.4 and 9.6. Income, age, sex and region come from the Survey of + Personal Incomes. + +**Caveats.** They are kept in the facts' notes. +- **People under "(thousands)" headings.** The column headings of Tables 9.7 to 9.12 say + "(thousands)", but the cells count individuals. Only that reading matches HMRC's + commentary (13.05 million subscribers and 23.0 million holders in 2023-24), so those + measures carry `value_scale: 1`. The heading text stays as each measure's header guard. +- **Coverage.** Tables 9.7 to 9.12 exclude Innovative Finance ISA holders. Their notes do + not say how Lifetime ISAs are classed. Help to Buy ISAs are inside cash. +- **Amounts.** Table 9.7 has no amounts, and its bands are not reconciled here with Table + 9.4's amounts subscribed. +- **Totals in more than one table.** The same subscriber and holder totals appear in + several tables (9.7 with 9.8 and 9.9, and with 9.10 to 9.12). They agree, and they + account for this package's 145 semantic duplicate keys. +- **Not ported:** + - Table 9.4's average subscription per account, a quotient of ported cells; + - the Junior ISA rows of Tables 9.4 and 9.6. + +## `hmrc-lisa-statistics-2026`: 40 facts + +Table 1a's yearly Lifetime ISA withdrawals, 2018-19 to 2025-26 +(`hmrc.lisa_statistics_2026.table1a.ty`): +- individuals withdrawing for a house purchase, and the value withdrawn; +- individuals making unauthorised withdrawals, and the value withdrawn; +- the withdrawal charges. + +The concepts are `hmrc.lisa_withdrawers`, `hmrc.lisa_withdrawal_value` and +`hmrc.lisa_withdrawal_charges`, by `lisa_withdrawal_reason`. HMRC rounds the numbers of +individuals to the nearest 50. The 2025-26 house-purchase count is 99,750. + +The workbook has no subscriptions, holdings or bonus. Lifetime ISA accounts and amounts +subscribed are Table 9.4's `lifetime` rows, and the government's bonus is published in +neither file. Not ported: Table 1b, the same flows by month, and Table 1a's two average +columns. + +## `hmrc-cash-isa-limit-reduction-2026`: 2 facts + +One sentence of the impact note: "In 2022 to 2023, 78% of cash ISA subscribers aged under +65 subscribed less than £12,000 to a cash ISA and 22% subscribed over £12,000." + +- **Record set:** `hmrc.cash_isa_limit_reduction_2026.cash_subscribers_under_65.ty2022`, + concept `hmrc.cash_isa_subscribers_share` (unit `percent`, aggregation `share`), by + `cash_isa_subscription_band`. +- **Provenance:** the note names no data source, so the shares are `model_output`. +- **What the sentence leaves open:** where a subscription of exactly GBP 12,000 falls, and + whether someone who also paid into a stocks-and-shares ISA is counted on the cash amount + alone. +- **Not ported:** the page's other "22%", the flat-rate charge on interest on cash held in + non-cash ISAs, because it is a rate, not this share. + +## For Microcosm + +Re-pin the UK feed to the merge commit first; the vendor tool refuses a feed that does not +match the pin. Then select: +- **Subscriber cells:** record sets `hmrc.isa_statistics_2026.table9_7.ty2023.*`, + `table9_8.ty2023.*` and `table9_9.ty2023.*`. +- **Growth and composition:** `table9_4.{accounts,amounts}.ty2023` and `.ty2024`. +- **Independent checks:** holders and market values from `table9_6.ty2024` and + `table9_10` to `table9_12`, the impact note's record set, and Lifetime ISA Table 1a. + +Bounds are first-class constraints, so a consumer reads band edges from them rather than +from value ids. Values are already people or pounds, so nothing should be multiplied by +1,000. Aligning the 2023-24 cells with a build year, and choosing between Table 9.7's bands +and Table 9.4's amounts, are the consumer's decisions. diff --git a/docs/pe-uk-source-checklist.md b/docs/pe-uk-source-checklist.md index 5b71c7f1..e50a9fa2 100644 --- a/docs/pe-uk-source-checklist.md +++ b/docs/pe-uk-source-checklist.md @@ -296,6 +296,25 @@ Not ported: uprating; about two million published cells do not belong in the bundle as facts. +## Beyond parity — HMRC annual savings statistics (PolicyEngine/microcosm#1415) + +Published sources for +[microcosm#1415](https://github.com/PolicyEngine/microcosm/issues/1415), which imputes +yearly ISA subscriptions per adult by type. uk-data has no ISA target. Three packages add +3,439 facts; field contracts and caveats are in +[`docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md`](data-sources/uk-hmrc-annual-savings-statistics-2026.md). + +- **ISA tables, September 2026** (`hmrc-isa-statistics-2026`, 3,397 facts): + - Table 9.4's accounts and amounts subscribed by component, 2008-09 to 2024-25; + - Table 9.6's market values by type of investment, 2011-12 to 2024-25; + - Tables 9.7 to 9.12's 2023-24 individuals subscribing and holding, by income, age, + sex, region, subscription band and market value. +- **Lifetime ISA tables, September 2026** (`hmrc-lisa-statistics-2026`, 40 facts): Table + 1a's yearly house-purchase and unauthorised withdrawals, 2018-19 to 2025-26. +- **Cash ISA limit reduction impact note** (`hmrc-cash-isa-limit-reduction-2026`, 2 + facts): the shares of cash ISA subscribers aged under 65 either side of GBP 12,000 in + 2022-23. + ## Consumer contracts The UK national, local-geography, and firms selection contracts now live in From 84682e9ad93e2f119dd947348d0ce6caaf47b5c7 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 20:18:40 +0000 Subject: [PATCH 3/7] Count the HMRC annual savings packages in the merged bundle The three packages add 3,439 person facts, 3 packages and source tables, HMRC's overseas and unknown statistical scope, and 145 semantic duplicate keys where the ISA tables repeat the same totals. The tax years already exist. Measured on a bundle restricted to the three packages. Co-Authored-By: Claude Opus 5.5 --- tests/test_chronicle_bundle.py | 59 ++++++++++++++++++++++++++++------ 1 file changed, 49 insertions(+), 10 deletions(-) diff --git a/tests/test_chronicle_bundle.py b/tests/test_chronicle_bundle.py index 9ee6b4e6..f1e68214 100644 --- a/tests/test_chronicle_bundle.py +++ b/tests/test_chronicle_bundle.py @@ -145,6 +145,9 @@ def fake_build_bundle(output_dir, **kwargs): assert "hmrc-cgt-residential-property-2026" in UK_BUNDLE_SOURCES assert "hmrc-cgt-badr-ir-2026" in UK_BUNDLE_SOURCES assert "hmrc-cgt-carried-interest-2026" in UK_BUNDLE_SOURCES + assert "hmrc-isa-statistics-2026" in UK_BUNDLE_SOURCES + assert "hmrc-lisa-statistics-2026" in UK_BUNDLE_SOURCES + assert "hmrc-cash-isa-limit-reduction-2026" in UK_BUNDLE_SOURCES assert tuple(captured["sources"]) == UK_BUNDLE_SOURCES assert captured["output_dir"] == tmp_path / "bundle" @@ -462,13 +465,17 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): # 20,954 workbook cells, which replace its four curated headlines. # PolicyEngine/microcosm#1381's GSGB 2025 package adds 1,024 survey # facts for people in calendar 2025, at existing keys. - "fact_count": 1654007, + # PolicyEngine/microcosm#1415's HMRC annual savings statistics add 3,439 + # person facts: 3,397 from the ISA tables (9.4, 9.6 and 9.7 to 9.12), 40 + # from Lifetime ISA Table 1a and 2 from the cash ISA limit impact note. + "fact_count": 1657446, # The same change adds 82,064 geography keys: 46,363 Scottish 2022 # output areas (UV404), 35,673 LSOA-level keys from the DESNZ LSOA # workbooks (Scotland's data zones already exist), the 26 Northern # Ireland districts of DESNZ's 2009-2014 rows, DESNZ's Northern Ireland # unallocated row and HMRC's England and Northern Ireland scope. - "geography_count": 102616, + # PolicyEngine/microcosm#1415 adds HMRC's overseas and unknown scope. + "geography_count": 102617, # And 12 period keys: HBAI's FYE 1995 and FYE 1996 (fiscal_year 1994, # 1995) and gas_year 2015 to 2024, the period type chronicle#356 adds. # chronicle#381 adds 12 more: HMRC's betting and gaming receipts from @@ -492,7 +499,10 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): # export: 5,244 NRS + 5,406 UC + 12 DfI overlap groups are retired. # Independent census cuts and the older-only combined Metro/Glider # journey series remain publisher facts with their original provenance. - "semantic_duplicate_key_count": 2324, + # PolicyEngine/microcosm#1415 adds 145: the ISA tables publish the same + # subscriber and holder totals in more than one table (9.7 to 9.12), and + # the copies agree. + "semantic_duplicate_key_count": 2469, # chronicle#310's six FSA portfolio packages (FY2026 files) and the # ACS 2024 S1501 state package have no 2023 artifact, so the 2023 # bundle skips them (10 -> 17); no fact or key count moves. @@ -504,8 +514,9 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): # chronicle#326/#339/#356/#357/#358 add 28 packages and retire the three # all-claims UC area packages. chronicle#381 adds four and replaces the # 30 June Consumer Trends package with the 30 September one. GSGB 2025 - # (PolicyEngine/microcosm#1381) adds one. - "source_package_count": 420, + # (PolicyEngine/microcosm#1381) adds one. PolicyEngine/microcosm#1415 + # adds three. + "source_package_count": 423, # 1 semantic-duplicate warning, plus the publisher wording Chronicle # keeps as published: values two packages word differently, groupby # rows that drift inside one package (chronicle#265, #266), and the @@ -551,14 +562,14 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): if row_count == 1: assert row["aggregate_fact_key"].startswith("ledger.aggregate_fact.v2:") assert row["semantic_fact_key"].startswith("ledger.semantic_fact.v2:") - assert row_count == 1654007 + assert row_count == 1657446 assert provenance_classes <= { "administrative", "census", "model_output", "survey_aggregate", } - assert source_packages["source_package_count"] == 420 + assert source_packages["source_package_count"] == 423 assert source_packages["skipped_source_count"] == 24 assert sorted(item["source"] for item in source_packages["skipped_sources"]) == [ "census-acs-s0101-congressional-district-age-2024", @@ -586,7 +597,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): "jct-obbba-revenue-estimates-2025", "jct-tax-expenditures-2024", ] - assert coverage["fact_count"] == 1654007 + assert coverage["fact_count"] == 1657446 assert coverage["counts"]["by_source"] == { "bea": 446, "bfp_economic_outlook": 5, @@ -610,7 +621,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): "gambling_commission": 2459, "hhs_acf_liheap": 2, "hhs_acf_tanf": 110, - "hmrc": 33241, + "hmrc": 36680, "ici": 12, "ird": 4362, "irs_soi": 43963, @@ -652,7 +663,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): "welshgov": 9567, } table_counts = coverage["counts"]["by_source_table"] - assert len(table_counts) == 362 + assert len(table_counts) == 365 assert ( table_counts[ "ostbelgien_kindergeld:Kindergeld in Ostbelgien, Aktualisierung " @@ -2153,6 +2164,31 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): expected_period_counts["calendar_year:2025"] += 42 # B2e: Ostbelgien's Kindergeld figures for 2025. expected_period_counts["calendar_year:2025"] += 35 + # PolicyEngine/microcosm#1415: ISA Table 9.4 for 2008-09 to 2024-25, Table 9.6 + # for 2011-12 to 2024-25 and Tables 9.7 to 9.12 for 2023-24; Lifetime ISA Table 1a + # for 2018-19 to 2025-26; the impact note's two 2022-23 shares. + for year, count in { + 2008: 8, + 2009: 8, + 2010: 8, + 2011: 23, + 2012: 23, + 2013: 24, + 2014: 24, + 2015: 24, + 2016: 29, + 2017: 31, + 2018: 36, + 2019: 36, + 2020: 36, + 2021: 36, + 2022: 38, + 2023: 3014, + 2024: 36, + 2025: 5, + }.items(): + key = f"tax_year:{year}" + expected_period_counts[key] = expected_period_counts.get(key, 0) + count assert coverage["counts"]["by_period"] == expected_period_counts # country:NZ: 330 WFF (#209) + 5 national population (#211) + 27 Treasury # (#321) + 3,522 IRD I1 (#318) + 510 IRD I2 (#210) + 103 MSD (#319) @@ -2382,6 +2418,9 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): "hmrc-cgt-residential-property-2026", "hmrc-cgt-size-of-gain-2026", "hmrc-cgt-statistics-2026", + "hmrc-isa-statistics-2026", + "hmrc-lisa-statistics-2026", + "hmrc-cash-isa-limit-reduction-2026", ): assert (output_dir / "sources" / source / "consumer_facts.jsonl").exists() for source in ( From eb56b228398732f8e8ff3ee9a1cfa54c77407634 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 23:16:13 +0000 Subject: [PATCH 4/7] Port each ISA total HMRC restates once Tables 9.7 to 9.12 print some totals in more than one table, which gave the bundle 145 semantic duplicate keys. As chronicle#391 did for GSGB's restated row, each is now ported once, and build_package.py asserts every copy equal to the cell it keeps before leaving the copy out: - Tables 9.7 to 9.9's 'All ISA Holders' columns restate Tables 9.10 to 9.12's 'Total' columns row for row, so holder totals come from the holder tables; - the all-sexes, all-ages rows of Tables 9.8 and 9.11 and the United Kingdom rows of Tables 9.9 and 9.12 restate the 'All ranges' rows of Tables 9.7 and 9.10, so those totals come from Tables 9.7 and 9.10. The ISA package goes from 3,397 to 3,230 facts (167 copies left out), and a bundle of the three packages has no semantic duplicate key. The tests find each copy in the workbook by label and check it equals the fact ported. Co-Authored-By: Claude Opus 5.5 --- .../hmrc/isa_statistics_2026/build_package.py | 99 +- .../isa_statistics_2026/source_package.yaml | 1785 +++++++++-------- tests/test_source_hmrc_isa_statistics_2026.py | 144 +- 3 files changed, 1111 insertions(+), 917 deletions(-) diff --git a/packages/hmrc/isa_statistics_2026/build_package.py b/packages/hmrc/isa_statistics_2026/build_package.py index a585e405..e4c087c7 100644 --- a/packages/hmrc/isa_statistics_2026/build_package.py +++ b/packages/hmrc/isa_statistics_2026/build_package.py @@ -99,7 +99,9 @@ "HMRC estimates Tables 9.7 to 9.12 from a sample of individuals' ISA accounts " "matched to the Survey of Personal Incomes and calibrated to the totals in " "Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal " - "Incomes. Innovative Finance ISA holders are not included." + "Incomes. Innovative Finance ISA holders are not included. Cells these tables print " + "more than once are ported once: holder totals from Tables 9.10 to 9.12, and the " + "all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10." ) # ---------------------------------------------------------------- parsing @@ -1510,6 +1512,93 @@ def table_9_12(grid: dict) -> list[dict]: ] +# ------------------------------------------------------- restated cells + + +def restated_cells(by_id: dict[str, dict]) -> list[tuple[tuple, tuple]]: + """(left out, ported) pairs of cells, each as (record set, row, measure). + + Tables 9.7 to 9.12 print some cells more than once. Each is ported once, as + chronicle#391 did for GSGB's restated row, and every copy is asserted equal: + - Tables 9.7 to 9.9's 'All ISA Holders' columns restate Tables 9.10 to 9.12's + 'Total' columns row for row, so holder totals come from the holder tables; + - the all-sexes, all-ages rows of Tables 9.8 and 9.11 and the United Kingdom rows + of Tables 9.9 and 9.12 restate the 'All ranges' rows of Tables 9.7 and 9.10. + """ + table = f"{ISA_PREFIX}.table" + pairs = [] + holder_columns = [ + *((f"{table}9_7.ty2023.{t}.holders", f"{table}9_10.ty2023.{t}") for t in ISA_TYPES), + *((f"{table}9_8.ty2023.{s}.holders", f"{table}9_11.ty2023.{s}") for s, _ in SEXES), + (f"{table}9_9.ty2023.holders", f"{table}9_12.ty2023"), + ] + for left_out, ported in holder_columns: + for row in by_id[left_out]["rows"]: + row_id = row["value_id"] + pairs.append(((left_out, row_id, "all_holders"), (ported, row_id, "all_holders"))) + for subscribers, holders, total in ( + (f"{table}9_8.ty2023.all.subscribers", f"{table}9_8.ty2023.all.holders", "all"), + (f"{table}9_9.ty2023.subscribers", f"{table}9_9.ty2023.holders", "K02000001"), + ): + for isa_type in ISA_TYPES: + pairs.append( + ( + (subscribers, total, f"{isa_type}_subscribers"), + (f"{table}9_7.ty2023.{isa_type}.subscribers", "all", "all_subscriptions"), + ) + ) + pairs.append( + ( + (holders, total, "no_further_subscription"), + (f"{table}9_7.ty2023.all.holders", "all", "no_further_subscription"), + ) + ) + for left_out, total in ((f"{table}9_11.ty2023.all", "all"), (f"{table}9_12.ty2023", "K02000001")): + for measure in by_id[left_out]["measures"]: + measure_id = measure["measure_id"] + pairs.append(((left_out, total, measure_id), (f"{table}9_10.ty2023.all", "all", measure_id))) + return pairs + + +def port_restated_cells_once(record_sets: list[dict], sheets: dict) -> list[dict]: + """Assert each restated copy equals the cell ported, then drop the copies.""" + by_id = {record_set["record_set_id"]: record_set for record_set in record_sets} + + def cell(record_set_id: str, row_id: str, measure_id: str) -> object: + record_set = by_id[record_set_id] + (row,) = [row for row in record_set["rows"] if row["value_id"] == row_id] + (measure,) = [m for m in record_set["measures"] if m["measure_id"] == measure_id] + value = sheets[record_set["sheet_name"]].get((row["row_number"], measure["column"])) + assert is_number(value), (record_set_id, row_id, measure_id, value) + return value + + left_out: dict[str, set[tuple[str, str]]] = {} + for copy, ported in restated_cells(by_id): + assert cell(*copy) == cell(*ported), (copy, ported) + left_out.setdefault(copy[0], set()).add(copy[1:]) + for record_set_id, cells in left_out.items(): + record_set = by_id[record_set_id] + rows = [row["value_id"] for row in record_set["rows"]] + measures = [measure["measure_id"] for measure in record_set["measures"]] + # A restated column goes as a measure and a restated row as a row; nothing else. + gone_measures = {m for m in measures if all((r, m) in cells for r in rows)} + gone_rows = { + r for r in rows if all((r, m) in cells for m in measures if m not in gone_measures) + } + assert cells == { + (r, m) for r in rows for m in measures if r in gone_rows or m in gone_measures + }, record_set_id + record_set["rows"] = [r for r in record_set["rows"] if r["value_id"] not in gone_rows] + record_set["measures"] = [ + m for m in record_set["measures"] if m["measure_id"] not in gone_measures + ] + assert record_set["rows"] and record_set["measures"], record_set_id + for items in (record_set["rows"], record_set["measures"]): + for ordinal, item in enumerate(items): + item["ordinal"] = ordinal + return record_sets + + # ------------------------------------------------------------- packages ISA_HEADER = """\ @@ -1536,6 +1625,13 @@ def table_9_12(grid: dict) -> list[dict]: # stocks and shares' blocks the subscription band is the combined amount. Chronicle # reconciles none of these tables with each other. # +# Cells Tables 9.7 to 9.12 print more than once are ported once, and build_package.py +# asserts every copy equal (as chronicle#391 did for GSGB's restated row). Tables 9.7 to +# 9.9's 'All ISA Holders' columns restate Tables 9.10 to 9.12's 'Total' columns, so +# holder totals come from the holder tables. The all-sexes, all-ages rows of Tables 9.8 +# and 9.11 and the United Kingdom rows of Tables 9.9 and 9.12 restate the 'All ranges' +# rows of Tables 9.7 and 9.10, so those totals come from Tables 9.7 and 9.10. +# """ LISA_HEADER = """\ @@ -1666,6 +1762,7 @@ def isa_package() -> str: + table_9_11(sheets["9_11ISA_market_value_by_age_sex"]) + table_9_12(sheets["9_12ISA_market_values_by_region"]) ) + record_sets = port_restated_cells_once(record_sets, sheets) payload = { "schema_version": "ledger.source_package.v1", "package_id": ISA_PACKAGE_ID, diff --git a/packages/hmrc/isa_statistics_2026/source_package.yaml b/packages/hmrc/isa_statistics_2026/source_package.yaml index bd14d08c..a375a399 100644 --- a/packages/hmrc/isa_statistics_2026/source_package.yaml +++ b/packages/hmrc/isa_statistics_2026/source_package.yaml @@ -21,6 +21,13 @@ # stocks and shares' blocks the subscription band is the combined amount. Chronicle # reconciles none of these tables with each other. # +# Cells Tables 9.7 to 9.12 print more than once are ported once, and build_package.py +# asserts every copy equal (as chronicle#391 did for GSGB's restated row). Tables 9.7 to +# 9.9's 'All ISA Holders' columns restate Tables 9.10 to 9.12's 'Total' columns, so +# holder totals come from the holder tables. The all-sexes, all-ages rows of Tables 9.8 +# and 9.11 and the United Kingdom rows of Tables 9.9 and 9.12 restate the 'All ranges' +# rows of Tables 9.7 and 9.10, so those totals come from Tables 9.7 and 9.10. +# schema_version: ledger.source_package.v1 package_id: hmrc-isa-statistics-2026 label: 'HMRC Individual Savings Account statistics, September 2026: accounts, subscriptions and market @@ -10856,9 +10863,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -10898,9 +10906,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -10940,9 +10949,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -10982,9 +10992,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11024,9 +11035,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11066,9 +11078,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11108,9 +11121,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11150,9 +11164,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11192,9 +11207,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11234,9 +11250,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11276,9 +11293,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11313,9 +11331,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11690,12 +11709,14 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription + represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, + or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -11712,36 +11733,6 @@ record_sets: value: 0 unit: gbp label: No further subscription in the year - - measure_id: all_holders - label: All ISA holders - ordinal: 1 - column: O - source_column_id: all_holders - expected_column_header_row: 8 - expected_column_header: All ISA Holders (thousands) - concept: hmrc.isa_holders - source_concept: hmrc.isa_holders - concept_relation: source_label - concept_authority: hmrc - concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' - unit: count - aggregation: sum - value_scale: 1 - expected_cell_type: number - filters: - isa_subscription_band: all - record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_only.subscribers provenance_class: survey_aggregate survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts @@ -12115,7 +12106,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12155,7 +12148,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12195,7 +12190,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12235,7 +12232,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12275,7 +12274,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12315,7 +12316,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12355,7 +12358,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12395,7 +12400,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12435,7 +12442,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12475,7 +12484,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12515,7 +12526,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12550,7 +12563,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12930,12 +12945,14 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription + represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, + or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -12952,36 +12969,6 @@ record_sets: value: 0 unit: gbp label: No further subscription in the year - - measure_id: all_holders - label: All ISA holders - ordinal: 1 - column: O - source_column_id: all_holders - expected_column_header_row: 21 - expected_column_header: All ISA Holders (thousands) - concept: hmrc.isa_holders - source_concept: hmrc.isa_holders - concept_relation: source_label - concept_authority: hmrc - concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' - unit: count - aggregation: sum - value_scale: 1 - expected_cell_type: number - filters: - isa_subscription_band: all - record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.stocks_and_shares_only.subscribers provenance_class: survey_aggregate survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts @@ -13355,7 +13342,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13395,7 +13384,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13435,7 +13426,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13475,7 +13468,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13515,7 +13510,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13555,7 +13552,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13595,7 +13594,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13635,7 +13636,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13675,7 +13678,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13715,7 +13720,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13755,7 +13762,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13790,7 +13799,9 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -14170,12 +14181,14 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription + represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, + or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -14192,36 +14205,6 @@ record_sets: value: 0 unit: gbp label: No further subscription in the year - - measure_id: all_holders - label: All ISA holders - ordinal: 1 - column: O - source_column_id: all_holders - expected_column_header_row: 34 - expected_column_header: All ISA Holders (thousands) - concept: hmrc.isa_holders - source_concept: hmrc.isa_holders - concept_relation: source_label - concept_authority: hmrc - concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' - unit: count - aggregation: sum - value_scale: 1 - expected_cell_type: number - filters: - isa_subscription_band: all - record_set_id: hmrc.isa_statistics_2026.table9_7.ty2023.cash_and_stocks_and_shares.subscribers provenance_class: survey_aggregate survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts @@ -14595,9 +14578,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14637,9 +14621,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14679,9 +14664,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14721,9 +14707,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14763,9 +14750,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14805,9 +14793,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14847,9 +14836,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14889,9 +14879,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14931,9 +14922,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14973,9 +14965,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -15015,9 +15008,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -15052,9 +15046,10 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. In - this block the subscription band is the combined amount subscribed across cash and stocks and shares - ISAs.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription + band is the combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -15434,12 +15429,14 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription + represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, + or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -15456,36 +15453,6 @@ record_sets: value: 0 unit: gbp label: No further subscription in the year - - measure_id: all_holders - label: All ISA holders - ordinal: 1 - column: O - source_column_id: all_holders - expected_column_header_row: 47 - expected_column_header: All ISA Holders (thousands) - concept: hmrc.isa_holders - source_concept: hmrc.isa_holders - concept_relation: source_label - concept_authority: hmrc - concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' - unit: count - aggregation: sum - value_scale: 1 - expected_cell_type: number - filters: - isa_subscription_band: all - record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.male.subscribers provenance_class: survey_aggregate survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts @@ -16039,9 +16006,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -16071,9 +16040,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -16103,9 +16074,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -16135,9 +16108,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -16697,12 +16672,14 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription + represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, + or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -16720,37 +16697,6 @@ record_sets: value: 0 unit: gbp label: No further subscription in the year - - measure_id: all_holders - label: All ISA holders - ordinal: 1 - column: G - source_column_id: all_holders - expected_column_header_row: 8 - expected_column_header: All ISA Holders (thousands) - concept: hmrc.isa_holders - source_concept: hmrc.isa_holders - concept_relation: source_label - concept_authority: hmrc - concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' - unit: count - aggregation: sum - value_scale: 1 - expected_cell_type: number - filters: - isa_type: all - isa_subscription_band: all - record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.female.subscribers provenance_class: survey_aggregate survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts @@ -17304,9 +17250,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -17336,9 +17284,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -17368,9 +17318,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -17400,9 +17352,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -17962,12 +17916,14 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription + represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, + or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -17985,37 +17941,6 @@ record_sets: value: 0 unit: gbp label: No further subscription in the year - - measure_id: all_holders - label: All ISA holders - ordinal: 1 - column: G - source_column_id: all_holders - expected_column_header_row: 8 - expected_column_header: All ISA Holders (thousands) - concept: hmrc.isa_holders - source_concept: hmrc.isa_holders - concept_relation: source_label - concept_authority: hmrc - concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' - unit: count - aggregation: sum - value_scale: 1 - expected_cell_type: number - filters: - isa_type: all - isa_subscription_band: all - record_set_id: hmrc.isa_statistics_2026.table9_8.ty2023.all.subscribers provenance_class: survey_aggregate survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts @@ -18536,15 +18461,6 @@ record_sets: value: 81 unit: years label: Age lower bound - - value_id: all - label: All ages - ordinal: 21 - row_number: 74 - expected_row_header_column: A - expected_row_header: Total - table_record_kind: total - filters: - age_band: all measures: - measure_id: cash_only_subscribers label: 'Individuals subscribing: Cash ISA only' @@ -18564,9 +18480,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -18596,9 +18514,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -18628,9 +18548,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -18660,9 +18582,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC - does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe - to adult cash ISAs, so the youngest band may include them.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at + what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash + ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -19189,15 +19113,6 @@ record_sets: value: 81 unit: years label: Age lower bound - - value_id: all - label: All ages - ordinal: 21 - row_number: 74 - expected_row_header_column: A - expected_row_header: Total - table_record_kind: total - filters: - age_band: all measures: - measure_id: no_further_subscription label: ISA holders who made no further subscription in the year @@ -19217,12 +19132,14 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription + represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, + or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -19240,37 +19157,6 @@ record_sets: value: 0 unit: gbp label: No further subscription in the year - - measure_id: all_holders - label: All ISA holders - ordinal: 1 - column: G - source_column_id: all_holders - expected_column_header_row: 8 - expected_column_header: All ISA Holders (thousands) - concept: hmrc.isa_holders - source_concept: hmrc.isa_holders - concept_relation: source_label - concept_authority: hmrc - concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' - unit: count - aggregation: sum - value_scale: 1 - expected_cell_type: number - filters: - isa_type: all - isa_subscription_band: all - record_set_id: hmrc.isa_statistics_2026.table9_9.ty2023.subscribers provenance_class: survey_aggregate survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts @@ -19523,22 +19409,6 @@ record_sets: row: 22 expected_value: '[no code]' label: Area code as published - - value_id: K02000001 - label: United Kingdom - ordinal: 14 - row_number: 23 - expected_row_header_column: B - expected_row_header: United Kingdom - geography_id: K02000001 - geography_level: country - geography_name: United Kingdom - geography_vintage: current - table_record_kind: total - guard_cells: - - column: A - row: 23 - expected_value: K02000001 - label: Area code as published measures: - measure_id: cash_only_subscribers label: 'Individuals subscribing: Cash ISA only' @@ -19558,10 +19428,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. Region - and country come from the Survey of Personal Incomes. HMRC publishes the countries under the codes - W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row - without a code.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. Region and country come + from the Survey of Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 + and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -19591,10 +19462,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. Region - and country come from the Survey of Personal Incomes. HMRC publishes the countries under the codes - W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row - without a code.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. Region and country come + from the Survey of Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 + and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -19624,10 +19496,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. Region - and country come from the Survey of Personal Incomes. HMRC publishes the countries under the codes - W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row - without a code.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. Region and country come + from the Survey of Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 + and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -19657,10 +19530,11 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. Region - and country come from the Survey of Personal Incomes. HMRC publishes the countries under the codes - W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row - without a code.' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. Region and country come + from the Survey of Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 + and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -19919,22 +19793,6 @@ record_sets: row: 22 expected_value: '[no code]' label: Area code as published - - value_id: K02000001 - label: United Kingdom - ordinal: 14 - row_number: 23 - expected_row_header_column: B - expected_row_header: United Kingdom - geography_id: K02000001 - geography_level: country - geography_name: United Kingdom - geography_vintage: current - table_record_kind: total - guard_cells: - - column: A - row: 23 - expected_value: K02000001 - label: Area code as published measures: - measure_id: no_further_subscription label: ISA holders who made no further subscription in the year @@ -19954,12 +19812,14 @@ record_sets: 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' + ISA holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription + represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, + or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -19977,37 +19837,6 @@ record_sets: value: 0 unit: gbp label: No further subscription in the year - - measure_id: all_holders - label: All ISA holders - ordinal: 1 - column: H - source_column_id: all_holders - expected_column_header_row: 7 - expected_column_header: All ISA Holders (thousands) - concept: hmrc.isa_holders - source_concept: hmrc.isa_holders - concept_relation: source_label - concept_authority: hmrc - concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: - no further subscription represents individuals holding possibly one or more ISA account (variously - cash, stocks and shares, or a combination of both) but who did not make a further subscription during - the 2023 to 2024 year. The total number of ISA holders is not reported by ISA managers; HMRC estimates - it from average market values of ISAs for a sample of individuals combined with reported aggregate - ISA market values (Table 9.6).' - unit: count - aggregation: sum - value_scale: 1 - expected_cell_type: number - filters: - isa_type: all - isa_subscription_band: all - record_set_id: hmrc.isa_statistics_2026.table9_10.ty2023.all provenance_class: survey_aggregate survey_instrument: Survey of Personal Incomes matched to ISA managers' returns of individual accounts @@ -20376,9 +20205,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20418,9 +20249,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20460,9 +20293,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20502,9 +20337,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20544,9 +20381,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20586,9 +20425,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20628,9 +20469,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20670,9 +20513,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20712,9 +20557,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20754,9 +20601,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20796,9 +20645,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20838,9 +20689,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20875,9 +20728,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20902,10 +20757,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published - (the market value total behind it is not published at this breakdown).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total + behind it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -21285,9 +21142,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21327,9 +21186,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21369,9 +21230,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21411,9 +21274,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21453,9 +21318,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21495,9 +21362,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21537,9 +21406,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21579,9 +21450,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21621,9 +21494,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21663,9 +21538,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21705,9 +21582,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21747,9 +21626,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21784,9 +21665,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21811,10 +21694,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published - (the market value total behind it is not published at this breakdown).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total + behind it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -22194,9 +22079,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22236,9 +22123,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22278,9 +22167,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22320,9 +22211,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22362,9 +22255,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22404,9 +22299,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22446,9 +22343,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22488,9 +22387,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22530,9 +22431,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22572,9 +22475,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22614,9 +22519,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22656,9 +22563,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22693,9 +22602,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22720,10 +22631,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published - (the market value total behind it is not published at this breakdown).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total + behind it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -23103,9 +23016,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23145,9 +23060,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23187,9 +23104,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23229,9 +23148,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23271,9 +23192,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23313,9 +23236,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23355,9 +23280,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23397,9 +23324,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23439,9 +23368,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23481,9 +23412,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23523,9 +23456,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23565,9 +23500,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23602,9 +23539,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23629,10 +23568,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published - (the market value total behind it is not published at this breakdown).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total + behind it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -24192,9 +24133,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24234,9 +24177,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24276,9 +24221,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24318,9 +24265,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24360,9 +24309,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24402,9 +24353,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24444,9 +24397,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24486,9 +24441,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24528,9 +24485,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24570,9 +24529,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24612,9 +24573,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24654,9 +24617,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24691,9 +24656,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24718,10 +24685,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published - (the market value total behind it is not published at this breakdown).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total + behind it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -25281,9 +25250,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25323,9 +25294,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25365,9 +25338,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25407,9 +25382,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25449,9 +25426,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25491,9 +25470,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25533,9 +25514,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25575,9 +25558,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25617,9 +25602,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25659,9 +25646,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25701,9 +25690,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25743,9 +25734,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25780,9 +25773,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25807,10 +25802,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published - (the market value total behind it is not published at this breakdown).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total + behind it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -26337,15 +26334,6 @@ record_sets: value: 81 unit: years label: Age lower bound - - value_id: all - label: All ages - ordinal: 21 - row_number: 73 - expected_row_header_column: A - expected_row_header: Total - table_record_kind: total - filters: - age_band: all measures: - measure_id: market_value_1_to_2499 label: ISA holders with market value £1-£2,499 @@ -26365,9 +26353,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26407,9 +26397,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26449,9 +26441,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26491,9 +26485,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26533,9 +26529,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26575,9 +26573,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26617,9 +26617,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26659,9 +26661,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26701,9 +26705,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26743,9 +26749,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26785,9 +26793,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26827,9 +26837,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26864,9 +26876,11 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26891,10 +26905,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published - (the market value total behind it is not published at this breakdown).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total + behind it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -27155,22 +27171,6 @@ record_sets: row: 24 expected_value: '[no code]' label: Area code as published - - value_id: K02000001 - label: United Kingdom - ordinal: 14 - row_number: 25 - expected_row_header_column: B - expected_row_header: United Kingdom - geography_id: K02000001 - geography_level: country - geography_name: United Kingdom - geography_vintage: current - table_record_kind: total - guard_cells: - - column: A - row: 25 - expected_value: K02000001 - label: Area code as published measures: - measure_id: market_value_1_to_2499 label: ISA holders with market value £1-£2,499 @@ -27190,11 +27190,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27234,11 +27235,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27278,11 +27280,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27322,11 +27325,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27366,11 +27370,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27410,11 +27415,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27454,11 +27460,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27498,11 +27505,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27542,11 +27550,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27586,11 +27595,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27630,11 +27640,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27674,11 +27685,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27713,11 +27725,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under - the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown - row without a code.' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, + S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -27742,10 +27755,12 @@ record_sets: 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. The total number of ISA holders is not reported by ISA managers; HMRC - estimates it from average market values of ISAs for a sample of individuals combined with reported - aggregate ISA market values (Table 9.6). Average ISA market value per holder in GBP, as published - (the market value total behind it is not published at this breakdown).' + holders are not included. Cells these tables print more than once are ported once: holder totals + from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 + and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from + average market values of ISAs for a sample of individuals combined with reported aggregate ISA market + values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total + behind it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 diff --git a/tests/test_source_hmrc_isa_statistics_2026.py b/tests/test_source_hmrc_isa_statistics_2026.py index 87107df3..911c0911 100644 --- a/tests/test_source_hmrc_isa_statistics_2026.py +++ b/tests/test_source_hmrc_isa_statistics_2026.py @@ -18,7 +18,10 @@ import yaml from chronicle.bundle import UK_BUNDLE_SOURCES -from chronicle.consumer_contract import validate_consumer_fact_contract +from chronicle.consumer_contract import ( + build_semantic_fact_key, + validate_consumer_fact_contract, +) from chronicle.core import validate_facts from chronicle.source_package import ( SOURCE_PACKAGE_ALIASES, @@ -58,7 +61,7 @@ def _value(facts: dict, record_set: str, row: str, measure: str) -> float: @pytest.mark.parametrize( ("package_dir", "package_id", "record_sets", "facts"), [ - (ISA, "hmrc-isa-statistics-2026", 73, 3397), + (ISA, "hmrc-isa-statistics-2026", 73, 3230), (LISA, "hmrc-lisa-statistics-2026", 8, 40), (NOTE, "hmrc-cash-isa-limit-reduction-2026", 1, 2), ], @@ -114,7 +117,10 @@ def test_provenance_and_units_by_table(isa_facts): # Table 9.4: four lines a year to 2015-16, five in 2016-17 (Innovative Finance ISAs # begin) and six from 2017-18 (Lifetime ISAs begin). Table 9.6: 19 lines a year, # less the exchange-traded shares line before 2013-14 and the three Innovative - # Finance lines before 2016-17. + # Finance lines before 2016-17. Tables 9.7 to 9.12 less the 167 restated cells: + # Tables 9.7 to 9.9's 'All ISA Holders' columns (48, 66 and 15), and the + # all-sexes, all-ages and United Kingdom rows of Tables 9.8, 9.9 (5 each, after + # that column), 9.11 and 9.12 (14 each). by_table = Counter() for record_id, fact in isa_facts.items(): table = record_id.split(".")[2] @@ -128,22 +134,22 @@ def test_provenance_and_units_by_table(isa_facts): ("table9_4", "administrative", "hmrc.isa_amount_subscribed"): 85, ("table9_6", "administrative", "hmrc.isa_market_value"): 249, ("table9_7", "survey_aggregate", "hmrc.isa_subscribers"): 576, - ("table9_7", "survey_aggregate", "hmrc.isa_holders"): 96, - ("table9_8", "survey_aggregate", "hmrc.isa_subscribers"): 264, - ("table9_8", "survey_aggregate", "hmrc.isa_holders"): 132, - ("table9_9", "survey_aggregate", "hmrc.isa_subscribers"): 60, - ("table9_9", "survey_aggregate", "hmrc.isa_holders"): 30, + ("table9_7", "survey_aggregate", "hmrc.isa_holders"): 48, + ("table9_8", "survey_aggregate", "hmrc.isa_subscribers"): 260, + ("table9_8", "survey_aggregate", "hmrc.isa_holders"): 65, + ("table9_9", "survey_aggregate", "hmrc.isa_subscribers"): 56, + ("table9_9", "survey_aggregate", "hmrc.isa_holders"): 14, ("table9_10", "survey_aggregate", "hmrc.isa_holders"): 624, ("table9_10", "survey_aggregate", "hmrc.isa_mean_market_value_per_holder"): 48, - ("table9_11", "survey_aggregate", "hmrc.isa_holders"): 858, - ("table9_11", "survey_aggregate", "hmrc.isa_mean_market_value_per_holder"): 66, - ("table9_12", "survey_aggregate", "hmrc.isa_holders"): 195, - ("table9_12", "survey_aggregate", "hmrc.isa_mean_market_value_per_holder"): 15, + ("table9_11", "survey_aggregate", "hmrc.isa_holders"): 845, + ("table9_11", "survey_aggregate", "hmrc.isa_mean_market_value_per_holder"): 65, + ("table9_12", "survey_aggregate", "hmrc.isa_holders"): 182, + ("table9_12", "survey_aggregate", "hmrc.isa_mean_market_value_per_holder"): 14, ("table9_12", "model_output", "hmrc.isa_holders_share_of_adults"): 14, } # Tables 9.7 to 9.12 count people under '(thousands)' headings: unscaled. assert _value(isa_facts, "table9_7.ty2023.all.subscribers", "all", "all_subscriptions") == 13054561 - assert _value(isa_facts, "table9_7.ty2023.all.holders", "all", "all_holders") == 23025972 + assert _value(isa_facts, "table9_10.ty2023.all", "all", "all_holders") == 23025972 # Table 9.4 is in thousands of accounts and GBP million. assert _value(isa_facts, "table9_4.accounts.ty2023", "cash", "accounts") == 9939000 assert _value(isa_facts, "table9_4.amounts.ty2024", "lifetime", "amounts") == 2818000000 @@ -184,12 +190,13 @@ def test_table_9_7_matches_the_workbook_by_label(isa_facts, isa_sheets): elif header.startswith("No Further Subscription"): key = (f"{record_set}.holders", "no_further_subscription") elif header.startswith("All ISA Holders"): - key = (f"{record_set}.holders", "all_holders") + # Restates Table 9.10's 'Total' column, which is ported. + key = (f"table9_10.ty2023.{isa_type}", "all_holders") else: key = (f"{record_set}.subscribers", _money_id("subscription", header)) assert _value(isa_facts, key[0], row, key[1]) == sheet.iloc[start + offset, column] checked += 1 - assert checked == 4 * 12 * 14 == sum( + assert checked == 4 * 12 * 14 == 4 * 12 + sum( 1 for record_id in isa_facts if record_id.startswith(f"{PREFIX}.table9_7.") ) @@ -217,7 +224,7 @@ def test_table_9_7_blocks_and_holders_add_up(isa_facts): for isa_type in ("all", *TYPES): record_set = f"table9_7.ty2023.{isa_type}" subscribed = _value(isa_facts, f"{record_set}.subscribers", row, "all_subscriptions") - held = _value(isa_facts, f"{record_set}.holders", row, "all_holders") + held = _value(isa_facts, f"table9_10.ty2023.{isa_type}", row, "all_holders") idle = _value(isa_facts, f"{record_set}.holders", row, "no_further_subscription") assert abs(subscribed + idle - held) <= 2, (isa_type, row) # The four blocks partition the 13.05 million subscribers, 28.8% at GBP 20,000. @@ -226,21 +233,95 @@ def test_table_9_7_blocks_and_holders_add_up(isa_facts): assert round(full / total, 3) == 0.288 -def test_tables_9_8_and_9_9_restate_table_9_7(isa_facts): +def _row(sheet: pd.DataFrame, label: str, column: int = 0) -> int: + labels = sheet.iloc[:, column].astype(str).str.strip() + (row,) = labels.index[labels == label] + return row + + +def _column(sheet: pd.DataFrame, header_row: int, text: str) -> int: + (column,) = [i for i, h in enumerate(sheet.iloc[header_row]) if str(h).startswith(text)] + return column + + +def test_restated_cells_are_ported_once(isa_facts, isa_sheets): + """Tables 9.7 to 9.12 print some totals more than once. Each is one fact, and the + workbook's other copies, found by label, equal it.""" + keys = Counter(build_semantic_fact_key(fact) for fact in isa_facts.values()) + assert max(keys.values()) == 1 + t98 = isa_sheets["9_8_ISA_subs_by_age_sex"] + t99 = isa_sheets["9_9_ISA_subs_by_country_region"] + t911 = isa_sheets["9_11ISA_market_value_by_age_sex"] + t912 = isa_sheets["9_12ISA_market_values_by_region"] + # Table 9.8's all-sexes 'Total' row and Table 9.9's United Kingdom row restate + # Table 9.7's 'All ranges' rows and Table 9.10's holders. + national = [ + *( + _value(isa_facts, f"table9_7.ty2023.{t}.subscribers", "all", "all_subscriptions") + for t in (*TYPES, "all") + ), + _value(isa_facts, "table9_7.ty2023.all.holders", "all", "no_further_subscription"), + _value(isa_facts, "table9_10.ty2023.all", "all", "all_holders"), + ] + assert list(t98.iloc[_row(t98, "Total"), 1:7]) == national + assert list(t99.iloc[_row(t99, "United Kingdom", 1), 2:8]) == national + # Table 9.11's all-sexes 'Total' row and Table 9.12's United Kingdom row restate + # Table 9.10's 'All ranges' row for all ISA types. + for sheet, header_row, row in ( + (t911, _row(t911, "Market Value"), _row(t911, "Total")), + (t912, _row(t912, "Area Code"), _row(t912, "United Kingdom", 1)), + ): + checked = 0 + for column, header in enumerate(sheet.iloc[header_row].astype(str)): + if header.startswith("£"): + measure = _money_id("market_value", header) + elif header.startswith("Total"): + measure = "all_holders" + elif header.startswith("Average"): + measure = "average_market_value" + else: + continue + ported = _value(isa_facts, "table9_10.ty2023.all", "all", measure) + assert sheet.iloc[row, column] == ported, header + checked += 1 + assert checked == 14 + # Tables 9.8 and 9.9's 'All ISA Holders' columns restate Tables 9.11 and 9.12's + # 'Total' columns row for row (Table 9.7's is checked by label above). + for left, left_header, right, right_header, label_column, count in ( + (t98, "Type of ISA", t911, "Market Value", 0, 3 * 22), + (t99, "Area Code", t912, "Area Code", 1, 15), + ): + start = _row(left, left_header) + held = _column(left, start, "All ISA Holders") + total = _column(right, _row(right, right_header), "Total") + rows = [ + (row, _row(right, label.strip(), label_column)) + for row, label in left.iloc[start + 1 :, label_column].astype(str).items() + if pd.notna(left.iloc[row, held]) + ] + assert len(rows) == count + assert all(left.iloc[a, held] == right.iloc[b, total] for a, b in rows) + # The copies carry no fact; Table 9.12's United Kingdom share of adults stays. + for record_id in ( + "table9_7.ty2023.cash_only.holders.all.all_holders", + "table9_8.ty2023.male.holders.age_under_24.all_holders", + "table9_8.ty2023.all.subscribers.all.all_subscribers", + "table9_8.ty2023.all.holders.all.no_further_subscription", + "table9_9.ty2023.subscribers.K02000001.cash_only_subscribers", + "table9_9.ty2023.holders.E12000001.all_holders", + "table9_11.ty2023.all.all.market_value_1_to_2499", + "table9_12.ty2023.K02000001.average_market_value", + ): + assert f"{PREFIX}.{record_id}" not in isa_facts, record_id + assert f"{PREFIX}.table9_12.ty2023.share_of_adults.K02000001.share_of_adults" in isa_facts + + +def test_tables_9_8_and_9_9_add_up_to_table_9_7(isa_facts): for isa_type in TYPES: - expected = _value(isa_facts, f"table9_7.ty2023.{isa_type}.subscribers", "all", "all_subscriptions") - persons = _value(isa_facts, "table9_8.ty2023.all.subscribers", "all", f"{isa_type}_subscribers") + persons = _value(isa_facts, f"table9_7.ty2023.{isa_type}.subscribers", "all", "all_subscriptions") male = _value(isa_facts, "table9_8.ty2023.male.subscribers", "all", f"{isa_type}_subscribers") female = _value(isa_facts, "table9_8.ty2023.female.subscribers", "all", f"{isa_type}_subscribers") - uk = _value(isa_facts, "table9_9.ty2023.subscribers", "K02000001", f"{isa_type}_subscribers") - assert persons == expected == uk assert abs(male + female - persons) <= 2 - holders = _value(isa_facts, "table9_7.ty2023.all.holders", "all", "all_holders") - assert _value(isa_facts, "table9_8.ty2023.all.holders", "all", "all_holders") == holders - assert _value(isa_facts, "table9_9.ty2023.holders", "K02000001", "all_holders") == holders - for table in ("table9_10.ty2023.all", "table9_11.ty2023.all", "table9_12.ty2023"): - row = "K02000001" if table.startswith("table9_12") else "all" - assert _value(isa_facts, table, row, "all_holders") == holders regions = sum( _value(isa_facts, "table9_9.ty2023.subscribers", f"E1200000{i}", "all_subscribers") for i in range(1, 10) @@ -251,7 +332,7 @@ def test_tables_9_8_and_9_9_restate_table_9_7(isa_facts): _value(isa_facts, "table9_9.ty2023.subscribers", code, "all_subscribers") for code in ("W92000004", "S92000003", "N92000002", "overseas_and_unknown") ) - uk = _value(isa_facts, "table9_9.ty2023.subscribers", "K02000001", "all_subscribers") + uk = _value(isa_facts, "table9_7.ty2023.all.subscribers", "all", "all_subscriptions") assert abs(countries - uk) <= 5 @@ -262,9 +343,10 @@ def test_age_bands_cover_the_published_rows(isa_facts): if fact.source_record_id.startswith(f"{PREFIX}.table9_8.ty2023.all.subscribers.") and fact.source_record_id.endswith(".all_subscribers") ] - assert len(persons) == 22 - bands = sum(fact.value for fact in persons if fact.filters["age_band"] != "all") - total = next(fact.value for fact in persons if fact.filters["age_band"] == "all") + # The all-ages row restates Table 9.7's total, which is ported from Table 9.7. + assert len(persons) == 21 + bands = sum(fact.value for fact in persons) + total = _value(isa_facts, "table9_7.ty2023.all.subscribers", "all", "all_subscriptions") assert abs(bands - total) <= 21 under_24 = next(fact for fact in persons if fact.filters["age_band"] == "age_under_24") assert [(c.variable, c.operator, c.value) for c in under_24.constraints if c.variable == "age"] == [ From 9e6fc32734f24175efaf208fd3289e876cc837c4 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 23:20:02 +0000 Subject: [PATCH 5/7] Carry Help to Buy, holder notes, the account role and the adult universe From the review of #392: - Help to Buy ISAs are inside cash. The notes of Tables 9.4 and 9.6 (from 2015-16, when the scheme opened) and of Tables 9.7 to 9.12 quote section 3.4 of HMRC's background and methodology note. - Each '(thousands)' note cites what the commentary gives for its measure: 23 million holders (section 1.4) for holders, and 15 million accounts and 23 million holders (sections 1.1 and 1.4) for subscribers. The commentary gives no count of subscribers, so the '13.05 million' is gone. Tables 9.7 to 9.9's no-further-subscription measures now read as holders, and the averages, which are in GBP, no longer carry the note. - Table 9.4 counts accounts, so its role is isa_account, not isa_subscriber. - Table 9.12's share of adults carries an age >= 18 constraint, HMRC's denominator. Its note says HMRC does not say whether holders aged 16 or 17 are in the numerator. - The impact note's rows carry their band alone. With '<' and '>' GBP 12,000 bounds, a subscription of exactly GBP 12,000 fell in neither row, though the shares sum to 100. Values and fact counts are unchanged. Co-Authored-By: Claude Opus 5.5 --- .../source_package.yaml | 19 +- .../hmrc/isa_statistics_2026/build_package.py | 133 +- .../isa_statistics_2026/source_package.yaml | 3970 ++++++++++------- tests/test_source_hmrc_isa_statistics_2026.py | 52 +- 4 files changed, 2378 insertions(+), 1796 deletions(-) diff --git a/packages/hmrc/cash_isa_limit_reduction_2026/source_package.yaml b/packages/hmrc/cash_isa_limit_reduction_2026/source_package.yaml index 8c76d02a..3d334fcd 100644 --- a/packages/hmrc/cash_isa_limit_reduction_2026/source_package.yaml +++ b/packages/hmrc/cash_isa_limit_reduction_2026/source_package.yaml @@ -7,10 +7,11 @@ # subscribed less than GBP 12,000 to a cash ISA and 22% subscribed over GBP 12,000. The # note names no data source, so the shares carry provenance_class model_output (a policy # paper's estimate). The sentence does not place a subscription of exactly GBP 12,000, -# and does not say whether a subscriber who also paid into a stocks and shares ISA is -# counted on the cash amount alone. The page's other '22%' (the flat-rate charge on -# interest on cash held in non-cash ISAs) is a rate, not this share, and is not ported. -# Budget 2026 (28 October 2026) announced that the GBP 12,000 limit will not go ahead. +# so each row carries its band alone, with no amount bound. Nor does it say whether a +# subscriber who also paid into a stocks and shares ISA is counted on the cash amount +# alone. The page's other '22%' (the flat-rate charge on interest on cash held in +# non-cash ISAs) is a rate, not this share, and is not ported. Budget 2026 (28 October +# 2026) announced that the GBP 12,000 limit will not go ahead. # schema_version: ledger.source_package.v1 package_id: hmrc-cash-isa-limit-reduction-2026 @@ -85,11 +86,6 @@ record_sets: operator: == value: under_12000 label: Cash ISA subscription band - - variable: cash_isa_subscription_amount - operator: < - value: 12000 - unit: gbp - label: Cash ISA subscription relative to GBP 12,000 guard_cells: - column: A row: 41 @@ -114,11 +110,6 @@ record_sets: operator: == value: over_12000 label: Cash ISA subscription band - - variable: cash_isa_subscription_amount - operator: '>' - value: 12000 - unit: gbp - label: Cash ISA subscription relative to GBP 12,000 guard_cells: - column: A row: 44 diff --git a/packages/hmrc/isa_statistics_2026/build_package.py b/packages/hmrc/isa_statistics_2026/build_package.py index e4c087c7..d5c0b329 100644 --- a/packages/hmrc/isa_statistics_2026/build_package.py +++ b/packages/hmrc/isa_statistics_2026/build_package.py @@ -90,18 +90,35 @@ "Survey of Personal Incomes matched to ISA managers' returns of individual " "accounts (ISACOMM100)" ) -THOUSANDS_HEADING = ( +# HMRC's commentary gives no count of subscribers: its 2023 to 2024 counts are the +# accounts subscribed to (section 1.1) and the holders (section 1.4). +THOUSANDS_SUBSCRIBERS = ( "The column headings say '(thousands)', but the cells are counts of individuals: " - "only that reading matches HMRC's commentary (13.05 million subscribers in " - "2023 to 2024), so value_scale is 1." + "only that reading fits HMRC's commentary, which gives 15 million Adult ISA " + "accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 " + "(sections 1.1 and 1.4), so value_scale is 1." ) +THOUSANDS_HOLDERS = ( + "The column headings say '(thousands)', but the cells are counts of individuals: " + "only that reading matches HMRC's commentary, which gives 23 million Adult ISA " + "holders in 2023 to 2024 (section 1.4), so value_scale is 1." +) +HELP_TO_BUY = ( + "HMRC's background and methodology note, section 3.4: 'Help to Buy: ISAs are " + "included within these statistics under cash subscriptions and market values, but " + "the information is not separated out.'" +) +# The same section dates the scheme's launch to 1 December 2015, in the 2015 to 2016 +# tax year, so Tables 9.4 and 9.6 carry the sentence from that year on. +HELP_TO_BUY_OPENED = 2015 TABLES_9_7_TO_9_12 = ( "HMRC estimates Tables 9.7 to 9.12 from a sample of individuals' ISA accounts " "matched to the Survey of Personal Incomes and calibrated to the totals in " "Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal " - "Incomes. Innovative Finance ISA holders are not included. Cells these tables print " - "more than once are ported once: holder totals from Tables 9.10 to 9.12, and the " - "all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10." + "Incomes. Innovative Finance ISA holders are not included. " + HELP_TO_BUY + " Cells " + "these tables print more than once are ported once: holder totals from Tables 9.10 " + "to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and " + "9.10." ) # ---------------------------------------------------------------- parsing @@ -925,6 +942,7 @@ def table_9_4(grid: dict) -> list[dict]: "is the sum of the cash, stocks and shares, Innovative Finance and " "Lifetime ISA rows; the stocks and shares insurance component row is " "not added into it. " + limit_note + + (" " + HELP_TO_BUY if opening >= HELP_TO_BUY_OPENED else "") ) provisional = ( "HMRC marks 2024 to 2025 as provisional." if opening == 2024 else None @@ -936,7 +954,8 @@ def table_9_4(grid: dict) -> list[dict]: period=opening, coverage=coverage_tax_year(opening, str(year_label).strip(), provisional), provenance="administrative", - entity_role="isa_subscriber", + # The table counts accounts, not people (methodology section 5.1). + entity_role="isa_account", groupby="isa_component", rows=rows, measures=[ @@ -1059,6 +1078,7 @@ def table_9_6(grid: dict) -> list[dict]: f"{year_label}, as at the end of the tax year. " + note_text(grid, 3) + " " + policy_note + " " + tessa_note + " " + lisa_note + " " + revision_note + " Junior ISA lines are not ported." + + (" " + HELP_TO_BUY if opening >= HELP_TO_BUY_OPENED else "") ) record_sets.append( record_set( @@ -1093,12 +1113,23 @@ def table_9_6(grid: dict) -> list[dict]: return record_sets +LIFETIME_UNSTATED = "HMRC does not say how Lifetime ISAs are classed in these tables." + + def subscriber_notes(table: str, extra: str = "") -> str: return ( f"Table {table}, individuals subscribing to Adult ISAs in the 2023 to 2024 tax " - "year (6 April 2023 to 5 April 2024). " + THOUSANDS_HEADING + " " - + TABLES_9_7_TO_9_12 + " HMRC does not say how Lifetime ISAs are classed in " - "these tables." + (" " + extra if extra else "") + "year (6 April 2023 to 5 April 2024). " + THOUSANDS_SUBSCRIBERS + " " + + TABLES_9_7_TO_9_12 + " " + LIFETIME_UNSTATED + (" " + extra if extra else "") + ) + + +def no_further_notes(table: str, extra: str = "") -> str: + """Notes for Tables 9.7 to 9.9's holders who made no further subscription.""" + return ( + f"Table {table}, individuals holding Adult ISAs at the end of the 2023 to 2024 " + "tax year (5 April 2024). " + THOUSANDS_HOLDERS + " " + TABLES_9_7_TO_9_12 + " " + + LIFETIME_UNSTATED + " " + HOLDER_NOTE + (" " + extra if extra else "") ) @@ -1163,8 +1194,7 @@ def table_9_7(grid: dict) -> list[dict]: groupby="isa_income_band", rows=income_rows(grid, title_row + 1, guards), measures=holder_status_measures( - title_row, letters[12], letters[13], - subscriber_notes("9.7", HOLDER_NOTE), + title_row, letters[12], letters[13], no_further_notes("9.7") ), shared=shared, ) @@ -1184,12 +1214,12 @@ def table_9_8(grid: dict) -> list[dict]: ) for letter, header in zip(letters, headers): expect(grid, header_row, letter, header) - notes = subscriber_notes( - "9.8", + age_note = ( "HMRC does not say at what date age is measured. Before 6 April 2024, 16 and " "17 year olds could subscribe to adult cash ISAs, so the youngest band may " - "include them.", + "include them." ) + notes = subscriber_notes("9.8", age_note) record_sets = [] for block, (sex, prefix) in enumerate(SEXES): first_row = header_row + 1 + block * (len(AGE_LABELS) + 1) @@ -1244,8 +1274,7 @@ def table_9_8(grid: dict) -> list[dict]: ) ) holder_measures = holder_status_measures( - header_row, letters[4], letters[5], - subscriber_notes("9.8", HOLDER_NOTE), + header_row, letters[4], letters[5], no_further_notes("9.8", age_note) ) for item in holder_measures: item["filters"] = {"isa_type": "all", **item["filters"]} @@ -1280,12 +1309,12 @@ def table_9_9(grid: dict) -> list[dict]: ) for letter, header in zip(letters, headers): expect(grid, header_row, letter, header) - notes = subscriber_notes( - "9.9", + region_note = ( "Region and country come from the Survey of Personal Incomes. HMRC publishes " "the countries under the codes W99999999, S99999999 and N99999999 and leaves " - "England's total and the overseas and unknown row without a code.", + "England's total and the overseas and unknown row without a code." ) + notes = subscriber_notes("9.9", region_note) subscriber_measures = [] for ordinal, (isa_type, header) in enumerate(TYPE_COLUMNS_9_8): filters, constraints = category("isa_type", isa_type, "ISA type") @@ -1321,7 +1350,7 @@ def table_9_9(grid: dict) -> list[dict]: ) ) holder_measures = holder_status_measures( - header_row, letters[4], letters[5], subscriber_notes("9.9", HOLDER_NOTE) + header_row, letters[4], letters[5], no_further_notes("9.9", region_note) ) for item in holder_measures: item["filters"] = {"isa_type": "all", **item["filters"]} @@ -1354,10 +1383,12 @@ def table_9_9(grid: dict) -> list[dict]: ] -def holder_notes(table: str, extra: str = "") -> str: +def holder_notes(table: str, extra: str = "", *, counts: bool = True) -> str: + """Notes for Tables 9.10 to 9.12; averages are in GBP, not under '(thousands)'.""" return ( f"Table {table}, individuals holding Adult ISAs as at the end of the 2023 to 2024 " - "tax year, by market value. " + THOUSANDS_HEADING + " " + TABLES_9_7_TO_9_12 + "tax year, by market value. " + (THOUSANDS_HOLDERS + " " if counts else "") + + TABLES_9_7_TO_9_12 + " The total number of ISA holders is not reported by ISA managers; HMRC " "estimates it from average market values of ISAs for a sample of individuals " "combined with reported aggregate ISA market values (Table 9.6)." @@ -1395,7 +1426,10 @@ def table_9_10(grid: dict) -> list[dict]: groupby="isa_income_band", rows=income_rows(grid, title_row + 1, guards), measures=market_value_measures( - title_row, "B", holder_notes("9.10"), holder_notes("9.10", AVERAGE_NOTE) + title_row, + "B", + holder_notes("9.10"), + holder_notes("9.10", AVERAGE_NOTE, counts=False), ), shared=category("isa_type", isa_type, "ISA type"), ) @@ -1429,7 +1463,7 @@ def table_9_11(grid: dict) -> list[dict]: measures=market_value_measures( header_row, "B", holder_notes("9.11", "All Adult ISA types."), - holder_notes("9.11", AVERAGE_NOTE), + holder_notes("9.11", AVERAGE_NOTE, counts=False), ), shared=category("sex", sex, "Sex"), ) @@ -1462,7 +1496,7 @@ def table_9_12(grid: dict) -> list[dict]: ) england_row = header_row + 1 measures = market_value_measures( - header_row, "C", notes, holder_notes("9.12", AVERAGE_NOTE) + header_row, "C", notes, holder_notes("9.12", AVERAGE_NOTE, counts=False) ) # Table 9.12 puts the share of adults between the total and the average. measures[-1]["column"] = letters[14] @@ -1479,7 +1513,9 @@ def table_9_12(grid: dict) -> list[dict]: notes=( "Table 9.12, ISA holders at the end of the 2023 to 2024 tax year as a share of " "all individuals aged 18 or over, stored as the published fraction. " - + population_note + " " + adults_note + + population_note + " " + adults_note + " The age >= 18 constraint is that " + "denominator; HMRC does not say whether holders aged 16 or 17 are in the " + "numerator. " + HELP_TO_BUY ), aggregation="share", filters={"isa_type": "all"}, @@ -1508,6 +1544,7 @@ def table_9_12(grid: dict) -> list[dict]: groupby="geography", rows=region_rows(grid, england_row, skip=("hmrc:overseas_and_unknown",)), measures=[share_measure], + shared=({}, [constraint("age", ">=", 18, "Aged 18 or over", "years")]), ), ] @@ -1614,16 +1651,19 @@ def cell(record_set_id: str, row_id: str, measure_id: str) -> object: # ported cells) and the Junior ISA rows of Tables 9.4 and 9.6. # # Tables 9.7 to 9.12 put '(thousands)' in their column headings, but the cells are counts -# of individuals: only that reading matches HMRC's commentary (13.05 million subscribers -# and 23.0 million holders in 2023-24), so those measures carry value_scale 1. Table 9.4 +# of individuals: only that reading fits HMRC's commentary (15 million accounts subscribed +# to and 23 million holders in 2023-24), so those measures carry value_scale 1. Table 9.4 # counts accounts, not individuals, in thousands, with amounts in GBP million, as its -# own note says. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals' accounts -# matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 -# and 9.6. Table 9.6 says Lifetime ISA market values are inside the cash and stocks and -# shares totals; the notes to Tables 9.7 to 9.12 do not say how Lifetime ISAs are classed, -# and they exclude Innovative Finance ISA holders. In Table 9.7's 'all' and 'cash and -# stocks and shares' blocks the subscription band is the combined amount. Chronicle -# reconciles none of these tables with each other. +# own note says, so its role is isa_account. HMRC estimates Tables 9.7 to 9.12 from a +# sample of individuals' accounts matched to the Survey of Personal Incomes and +# calibrated to the totals in Tables 9.4 and 9.6. Table 9.6 says Lifetime ISA market +# values are inside the cash and stocks and shares totals; the notes to Tables 9.7 to +# 9.12 do not say how Lifetime ISAs are classed, and they exclude Innovative Finance ISA +# holders. HMRC's methodology (section 3.4) puts Help to Buy ISAs inside cash +# subscriptions and market values. In Table 9.7's 'all' and 'cash and stocks and shares' +# blocks the subscription band is the combined amount. Table 9.12's share of adults +# carries an age >= 18 constraint, its denominator. Chronicle reconciles none of these +# tables with each other. # # Cells Tables 9.7 to 9.12 print more than once are ported once, and build_package.py # asserts every copy equal (as chronicle#391 did for GSGB's restated row). Tables 9.7 to @@ -1658,10 +1698,11 @@ def cell(record_set_id: str, row_id: str, measure_id: str) -> object: # subscribed less than GBP 12,000 to a cash ISA and 22% subscribed over GBP 12,000. The # note names no data source, so the shares carry provenance_class model_output (a policy # paper's estimate). The sentence does not place a subscription of exactly GBP 12,000, -# and does not say whether a subscriber who also paid into a stocks and shares ISA is -# counted on the cash amount alone. The page's other '22%' (the flat-rate charge on -# interest on cash held in non-cash ISAs) is a rate, not this share, and is not ported. -# Budget 2026 (28 October 2026) announced that the GBP 12,000 limit will not go ahead. +# so each row carries its band alone, with no amount bound. Nor does it say whether a +# subscriber who also paid into a stocks and shares ISA is counted on the cash amount +# alone. The page's other '22%' (the flat-rate charge on interest on cash held in +# non-cash ISAs) is a rate, not this share, and is not ported. Budget 2026 (28 October +# 2026) announced that the GBP 12,000 limit will not go ahead. # """ @@ -1934,18 +1975,18 @@ def note_package() -> str: shared_filters, shared_constraints = category("isa_type", "cash", "ISA subscribed to") shared_constraints.append(constraint("age", "<", 65, "Aged under 65", "years")) entries = [] - for ordinal, (number, value_id, label, operator) in enumerate( + # Each row carries its band alone. Amount bounds of '<' and '>' GBP 12,000 would + # leave a subscription of exactly GBP 12,000 in neither row, though the shares sum + # to 100, and the sentence does not say which row holds it. + for ordinal, (number, value_id, label) in enumerate( ( - ("78", "under_12000", "Less than GBP 12,000", "<"), - ("22", "over_12000", "Over GBP 12,000", ">"), + ("78", "under_12000", "Less than GBP 12,000"), + ("22", "over_12000", "Over GBP 12,000"), ) ): row = by_number[number] assert rows[row][5] == int(number) filters, constraints = category("cash_isa_subscription_band", value_id, "Cash ISA subscription band") - constraints.append( - constraint("cash_isa_subscription_amount", operator, 12000, "Cash ISA subscription relative to GBP 12,000", "gbp") - ) entries.append( row_entry( value_id=value_id, diff --git a/packages/hmrc/isa_statistics_2026/source_package.yaml b/packages/hmrc/isa_statistics_2026/source_package.yaml index a375a399..183ccbf1 100644 --- a/packages/hmrc/isa_statistics_2026/source_package.yaml +++ b/packages/hmrc/isa_statistics_2026/source_package.yaml @@ -10,16 +10,19 @@ # ported cells) and the Junior ISA rows of Tables 9.4 and 9.6. # # Tables 9.7 to 9.12 put '(thousands)' in their column headings, but the cells are counts -# of individuals: only that reading matches HMRC's commentary (13.05 million subscribers -# and 23.0 million holders in 2023-24), so those measures carry value_scale 1. Table 9.4 +# of individuals: only that reading fits HMRC's commentary (15 million accounts subscribed +# to and 23 million holders in 2023-24), so those measures carry value_scale 1. Table 9.4 # counts accounts, not individuals, in thousands, with amounts in GBP million, as its -# own note says. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals' accounts -# matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 -# and 9.6. Table 9.6 says Lifetime ISA market values are inside the cash and stocks and -# shares totals; the notes to Tables 9.7 to 9.12 do not say how Lifetime ISAs are classed, -# and they exclude Innovative Finance ISA holders. In Table 9.7's 'all' and 'cash and -# stocks and shares' blocks the subscription band is the combined amount. Chronicle -# reconciles none of these tables with each other. +# own note says, so its role is isa_account. HMRC estimates Tables 9.7 to 9.12 from a +# sample of individuals' accounts matched to the Survey of Personal Incomes and +# calibrated to the totals in Tables 9.4 and 9.6. Table 9.6 says Lifetime ISA market +# values are inside the cash and stocks and shares totals; the notes to Tables 9.7 to +# 9.12 do not say how Lifetime ISAs are classed, and they exclude Innovative Finance ISA +# holders. HMRC's methodology (section 3.4) puts Help to Buy ISAs inside cash +# subscriptions and market values. In Table 9.7's 'all' and 'cash and stocks and shares' +# blocks the subscription band is the combined amount. Table 9.12's share of adults +# carries an age >= 18 constraint, its denominator. Chronicle reconciles none of these +# tables with each other. # # Cells Tables 9.7 to 9.12 print more than once are ported once, and build_package.py # asserts every copy equal (as chronicle#391 did for GSGB's restated row). Tables 9.7 to @@ -170,7 +173,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -274,7 +277,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -378,7 +381,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -482,7 +485,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -586,7 +589,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -690,7 +693,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -794,7 +797,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -898,7 +901,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -966,7 +969,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2015 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2015 to 2016. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -979,7 +982,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -1002,7 +1007,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -1084,7 +1089,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2016 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2016 to 2017. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -1097,7 +1102,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -1120,7 +1127,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -1216,7 +1223,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2017 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2017 to 2018. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -1229,7 +1236,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -1252,7 +1261,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -1348,7 +1357,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2018 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2018 to 2019. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -1361,7 +1370,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -1384,7 +1395,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -1480,7 +1491,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2019 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2019 to 2020. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -1493,7 +1504,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -1516,7 +1529,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -1612,7 +1625,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2020 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2020 to 2021. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -1625,7 +1638,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -1648,7 +1663,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -1744,7 +1759,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2021 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2021 to 2022. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -1757,7 +1772,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -1780,7 +1797,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -1876,7 +1893,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2022 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2022 to 2023. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -1889,7 +1906,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -1912,7 +1931,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2008,7 +2027,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2023 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2023 to 2024. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -2021,7 +2040,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -2045,7 +2066,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2141,7 +2162,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Number of accounts subscribed in current year (thousands), 2024 + concept_evidence_notes: 'Table 9.4, Number of accounts subscribed in current year (thousands), 2024 to 2025[provisional]. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts @@ -2154,7 +2175,9 @@ record_sets: available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported - in these statistics. + in these statistics. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are + included within these statistics under cash subscriptions and market values, but the information + is not separated out.''' unit: count aggregation: sum value_scale: 1000 @@ -2177,7 +2200,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2280,7 +2303,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2383,7 +2406,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2486,7 +2509,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2589,7 +2612,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2692,7 +2715,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2795,7 +2818,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2898,7 +2921,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -2966,8 +2989,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2015 to 2016. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2015 to 2016. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -2978,7 +3001,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -3001,7 +3026,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -3083,8 +3108,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2016 to 2017. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2016 to 2017. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -3095,7 +3120,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -3118,7 +3145,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -3214,8 +3241,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2017 to 2018. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2017 to 2018. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -3226,7 +3253,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -3249,7 +3278,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -3345,8 +3374,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2018 to 2019. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2018 to 2019. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -3357,7 +3386,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -3380,7 +3411,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -3476,8 +3507,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2019 to 2020. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2019 to 2020. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -3488,7 +3519,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -3511,7 +3544,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -3607,8 +3640,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2020 to 2021. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2020 to 2021. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -3619,7 +3652,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -3642,7 +3677,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -3738,8 +3773,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2021 to 2022. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2021 to 2022. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -3750,7 +3785,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -3773,7 +3810,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -3869,8 +3906,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2022 to 2023. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2022 to 2023. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -3881,7 +3918,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -3904,7 +3943,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -4000,8 +4039,8 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2023 to 2024. Adult ISAs only (Junior - ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2023 to 2024. Adult ISAs only + (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split by type of component. The information in the tables comes from the annual returns that must be made to HMRC @@ -4012,7 +4051,9 @@ record_sets: been £20,000. 2017 to 2018 is the first year for which Lifetime ISAs were available. The annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. - The government provides a 25% bonus on this amount, which is not reported in these statistics. + The government provides a 25% bonus on this amount, which is not reported in these statistics. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -4036,7 +4077,7 @@ record_sets: geography_name: United Kingdom geography_vintage: current entity: person - entity_role: isa_subscriber + entity_role: isa_account domain: individual_savings_accounts groupby_dimension: isa_component rows: @@ -4132,7 +4173,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.4, Amounts subscribed (£ million), 2024 to 2025[provisional]. Adult + concept_evidence_notes: 'Table 9.4, Amounts subscribed (£ million), 2024 to 2025[provisional]. Adult ISAs only (Junior ISAs are not ported). The counts are of accounts subscribed to in the year, not of individuals. Numbers are in thousands, Amounts are in £ million and Averages are in £. The below tables shows the number of ISAs to which subscriptions have been made and amounts invested, split @@ -4145,6 +4186,8 @@ record_sets: annual subscription limit for Lifetime ISAs is £4,000, although those with Help to Buy ISAs could transfer in their account balance without affecting their annual subscription limit up until 5 April 2018. The government provides a 25% bonus on this amount, which is not reported in these statistics. + HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these + statistics under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -6152,7 +6195,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2015 to 2016 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -6161,7 +6204,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -6633,7 +6678,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2016 to 2017 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -6642,7 +6687,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -7114,7 +7161,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2017 to 2018 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -7123,7 +7170,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -7595,7 +7644,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2018 to 2019 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -7604,7 +7653,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -8076,7 +8127,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2019 to 2020 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -8085,7 +8136,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -8557,7 +8610,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2020 to 2021 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -8566,7 +8619,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -9038,7 +9093,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2021 to 2022 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -9047,7 +9102,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -9519,7 +9576,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2022 to 2023 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -9528,7 +9585,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -10000,7 +10059,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2023 to 2024 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -10009,7 +10068,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -10481,7 +10542,7 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.6, market value of Adult ISA funds by type of qualifying investment, + concept_evidence_notes: 'Table 9.6, market value of Adult ISA funds by type of qualifying investment, 2024 to 2025 (£ million), as at the end of the tax year. The information in the tables comes from the annual returns that must be made to the HMRC by ISA managers. Adjustments have been made for missing and incorrect returns. The surrender value of policies Market Valuation date may be from @@ -10490,7 +10551,9 @@ record_sets: includes Tax Exempt Special Savings Accounts (TESSA) only ISAs. Lifetime ISAs market values are included in the overall total market values for Cash ISAs and Stocks and Shares ISAs. Total ISA and PEP Stocks & Shares Funds and Total Adult ISA and PEP Funds have been revised for tax years - 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. + 2016 to 2017, 2021 to 2022, 2022 to 2023, 2023 to 2024. Junior ISA lines are not ported. HMRC''s + background and methodology note, section 3.4: ''Help to Buy: ISAs are included within these statistics + under cash subscriptions and market values, but the information is not separated out.''' unit: gbp aggregation: sum value_scale: 1000000 @@ -10859,14 +10922,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -10902,14 +10968,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -10945,14 +11014,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -10988,14 +11060,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11031,14 +11106,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11074,14 +11152,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11117,14 +11198,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11160,14 +11244,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11203,14 +11290,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11246,14 +11336,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11289,14 +11382,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11327,14 +11423,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -11703,20 +11802,21 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + concept_evidence_notes: 'Table 9.7, individuals holding Adult ISAs at the end of the 2023 to 2024 + tax year (5 April 2024). The column headings say ''(thousands)'', but the cells are counts of individuals: + only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders in 2023 to + 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription - represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, - or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. - The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average - market values of ISAs for a sample of individuals combined with reported aggregate ISA market values - (Table 9.6).' + ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: + ISAs are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription represents + individuals holding possibly one or more ISA account (variously cash, stocks and shares, or a combination + of both) but who did not make a further subscription during the 2023 to 2024 year. The total number + of ISA holders is not reported by ISA managers; HMRC estimates it from average market values of + ISAs for a sample of individuals combined with reported aggregate ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -12102,13 +12202,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12144,13 +12247,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12186,13 +12292,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12228,13 +12337,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12270,13 +12382,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12312,13 +12427,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12354,13 +12472,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12396,13 +12517,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12438,13 +12562,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12480,13 +12607,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12522,13 +12652,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12559,13 +12692,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -12939,20 +13075,21 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + concept_evidence_notes: 'Table 9.7, individuals holding Adult ISAs at the end of the 2023 to 2024 + tax year (5 April 2024). The column headings say ''(thousands)'', but the cells are counts of individuals: + only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders in 2023 to + 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription - represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, - or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. - The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average - market values of ISAs for a sample of individuals combined with reported aggregate ISA market values - (Table 9.6).' + ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: + ISAs are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription represents + individuals holding possibly one or more ISA account (variously cash, stocks and shares, or a combination + of both) but who did not make a further subscription during the 2023 to 2024 year. The total number + of ISA holders is not reported by ISA managers; HMRC estimates it from average market values of + ISAs for a sample of individuals combined with reported aggregate ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -13338,13 +13475,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13380,13 +13520,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13422,13 +13565,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13464,13 +13610,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13506,13 +13655,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13548,13 +13700,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13590,13 +13745,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13632,13 +13790,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13674,13 +13835,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13716,13 +13880,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13758,13 +13925,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -13795,13 +13965,16 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables.' unit: count aggregation: sum value_scale: 1 @@ -14175,20 +14348,21 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + concept_evidence_notes: 'Table 9.7, individuals holding Adult ISAs at the end of the 2023 to 2024 + tax year (5 April 2024). The column headings say ''(thousands)'', but the cells are counts of individuals: + only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders in 2023 to + 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription - represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, - or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. - The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average - market values of ISAs for a sample of individuals combined with reported aggregate ISA market values - (Table 9.6).' + ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: + ISAs are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription represents + individuals holding possibly one or more ISA account (variously cash, stocks and shares, or a combination + of both) but who did not make a further subscription during the 2023 to 2024 year. The total number + of ISA holders is not reported by ISA managers; HMRC estimates it from average market values of + ISAs for a sample of individuals combined with reported aggregate ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -14574,14 +14748,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14617,14 +14794,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14660,14 +14840,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14703,14 +14886,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14746,14 +14932,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14789,14 +14978,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14832,14 +15024,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14875,14 +15070,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14918,14 +15116,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -14961,14 +15162,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -15004,14 +15208,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -15042,14 +15249,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. In this block the subscription - band is the combined amount subscribed across cash and stocks and shares ISAs.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. In this block the subscription band is the + combined amount subscribed across cash and stocks and shares ISAs.' unit: count aggregation: sum value_scale: 1 @@ -15423,20 +15633,21 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.7, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + concept_evidence_notes: 'Table 9.7, individuals holding Adult ISAs at the end of the 2023 to 2024 + tax year (5 April 2024). The column headings say ''(thousands)'', but the cells are counts of individuals: + only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders in 2023 to + 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription - represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, - or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. - The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average - market values of ISAs for a sample of individuals combined with reported aggregate ISA market values - (Table 9.6).' + ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: + ISAs are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription represents + individuals holding possibly one or more ISA account (variously cash, stocks and shares, or a combination + of both) but who did not make a further subscription during the 2023 to 2024 year. The total number + of ISA holders is not reported by ISA managers; HMRC estimates it from average market values of + ISAs for a sample of individuals combined with reported aggregate ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -16002,15 +16213,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -16036,15 +16250,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -16070,15 +16287,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -16104,15 +16324,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -16666,20 +16889,23 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + concept_evidence_notes: 'Table 9.8, individuals holding Adult ISAs at the end of the 2023 to 2024 + tax year (5 April 2024). The column headings say ''(thousands)'', but the cells are counts of individuals: + only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders in 2023 to + 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription - represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, - or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. - The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average - market values of ISAs for a sample of individuals combined with reported aggregate ISA market values - (Table 9.6).' + ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: + ISAs are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription represents + individuals holding possibly one or more ISA account (variously cash, stocks and shares, or a combination + of both) but who did not make a further subscription during the 2023 to 2024 year. The total number + of ISA holders is not reported by ISA managers; HMRC estimates it from average market values of + ISAs for a sample of individuals combined with reported aggregate ISA market values (Table 9.6). + HMRC does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -17246,15 +17472,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -17280,15 +17509,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -17314,15 +17546,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -17348,15 +17583,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -17910,20 +18148,23 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + concept_evidence_notes: 'Table 9.8, individuals holding Adult ISAs at the end of the 2023 to 2024 + tax year (5 April 2024). The column headings say ''(thousands)'', but the cells are counts of individuals: + only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders in 2023 to + 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription - represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, - or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. - The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average - market values of ISAs for a sample of individuals combined with reported aggregate ISA market values - (Table 9.6).' + ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: + ISAs are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription represents + individuals holding possibly one or more ISA account (variously cash, stocks and shares, or a combination + of both) but who did not make a further subscription during the 2023 to 2024 year. The total number + of ISA holders is not reported by ISA managers; HMRC estimates it from average market values of + ISAs for a sample of individuals combined with reported aggregate ISA market values (Table 9.6). + HMRC does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -18476,15 +18717,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -18510,15 +18754,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -18544,15 +18791,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -18578,15 +18828,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC does not say at - what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash - ISAs, so the youngest band may include them.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. HMRC does not say at what date age is measured. + Before 6 April 2024, 16 and 17 year olds could subscribe to adult cash ISAs, so the youngest band + may include them.' unit: count aggregation: sum value_scale: 1 @@ -19126,20 +19379,23 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.8, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + concept_evidence_notes: 'Table 9.8, individuals holding Adult ISAs at the end of the 2023 to 2024 + tax year (5 April 2024). The column headings say ''(thousands)'', but the cells are counts of individuals: + only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders in 2023 to + 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription - represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, - or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. - The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average - market values of ISAs for a sample of individuals combined with reported aggregate ISA market values - (Table 9.6).' + ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: + ISAs are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription represents + individuals holding possibly one or more ISA account (variously cash, stocks and shares, or a combination + of both) but who did not make a further subscription during the 2023 to 2024 year. The total number + of ISA holders is not reported by ISA managers; HMRC estimates it from average market values of + ISAs for a sample of individuals combined with reported aggregate ISA market values (Table 9.6). + HMRC does not say at what date age is measured. Before 6 April 2024, 16 and 17 year olds could subscribe + to adult cash ISAs, so the youngest band may include them.' unit: count aggregation: sum value_scale: 1 @@ -19424,15 +19680,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. Region and country come - from the Survey of Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 - and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. Region and country come from the Survey of + Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 and N99999999 + and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -19458,15 +19717,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. Region and country come - from the Survey of Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 - and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. Region and country come from the Survey of + Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 and N99999999 + and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -19492,15 +19754,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. Region and country come - from the Survey of Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 - and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. Region and country come from the Survey of + Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 and N99999999 + and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -19526,15 +19791,18 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' - ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 - and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. Region and country come - from the Survey of Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 - and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + counts of individuals: only that reading fits HMRC''s commentary, which gives 15 million Adult ISA + accounts subscribed to and 23 million Adult ISA holders in 2023 to 2024 (sections 1.1 and 1.4), + so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts + matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, + age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA holders are + not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs are included + within these statistics under cash subscriptions and market values, but the information is not separated + out.'' Cells these tables print more than once are ported once: holder totals from Tables 9.10 to + 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. HMRC does + not say how Lifetime ISAs are classed in these tables. Region and country come from the Survey of + Personal Incomes. HMRC publishes the countries under the codes W99999999, S99999999 and N99999999 + and leaves England''s total and the overseas and unknown row without a code.' unit: count aggregation: sum value_scale: 1 @@ -19806,20 +20074,24 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: 'Table 9.9, individuals subscribing to Adult ISAs in the 2023 to 2024 tax - year (6 April 2023 to 5 April 2024). The column headings say ''(thousands)'', but the cells are - counts of individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in - 2023 to 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' + concept_evidence_notes: 'Table 9.9, individuals holding Adult ISAs at the end of the 2023 to 2024 + tax year (5 April 2024). The column headings say ''(thousands)'', but the cells are counts of individuals: + only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders in 2023 to + 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance - ISA holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription - represents individuals holding possibly one or more ISA account (variously cash, stocks and shares, - or a combination of both) but who did not make a further subscription during the 2023 to 2024 year. - The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average - market values of ISAs for a sample of individuals combined with reported aggregate ISA market values - (Table 9.6).' + ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: + ISAs are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + HMRC does not say how Lifetime ISAs are classed in these tables. HMRC: no further subscription represents + individuals holding possibly one or more ISA account (variously cash, stocks and shares, or a combination + of both) but who did not make a further subscription during the 2023 to 2024 year. The total number + of ISA holders is not reported by ISA managers; HMRC estimates it from average market values of + ISAs for a sample of individuals combined with reported aggregate ISA market values (Table 9.6). + Region and country come from the Survey of Personal Incomes. HMRC publishes the countries under + the codes W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown + row without a code.' unit: count aggregation: sum value_scale: 1 @@ -20201,15 +20473,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20245,15 +20519,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20289,15 +20565,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20333,15 +20611,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20377,15 +20657,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20421,15 +20703,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20465,15 +20749,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20509,15 +20795,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20553,15 +20841,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20597,15 +20887,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20641,15 +20933,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20685,15 +20979,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20724,15 +21020,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -20752,17 +21050,17 @@ record_sets: concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 - tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + tax year, by market value. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total - behind it is not published at this breakdown).' + holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs + are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total behind + it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -21138,15 +21436,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21182,15 +21482,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21226,15 +21528,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21270,15 +21574,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21314,15 +21620,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21358,15 +21666,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21402,15 +21712,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21446,15 +21758,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21490,15 +21804,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21534,15 +21850,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21578,15 +21896,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21622,15 +21942,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21661,15 +21983,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -21689,17 +22013,17 @@ record_sets: concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 - tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + tax year, by market value. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total - behind it is not published at this breakdown).' + holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs + are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total behind + it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -22075,15 +22399,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22119,15 +22445,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22163,15 +22491,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22207,15 +22537,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22251,15 +22583,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22295,15 +22629,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22339,15 +22675,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22383,15 +22721,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22427,15 +22767,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22471,15 +22813,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22515,15 +22859,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22559,15 +22905,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22598,15 +22946,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -22626,17 +22976,17 @@ record_sets: concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 - tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + tax year, by market value. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total - behind it is not published at this breakdown).' + holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs + are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total behind + it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -23012,15 +23362,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23056,15 +23408,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23100,15 +23454,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23144,15 +23500,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23188,15 +23546,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23232,15 +23592,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23276,15 +23638,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23320,15 +23684,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23364,15 +23730,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23408,15 +23776,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23452,15 +23822,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23496,15 +23868,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23535,15 +23909,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6).' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6).' unit: count aggregation: sum value_scale: 1 @@ -23563,17 +23939,17 @@ record_sets: concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.10, individuals holding Adult ISAs as at the end of the 2023 to 2024 - tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + tax year, by market value. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total - behind it is not published at this breakdown).' + holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs + are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total behind + it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -24129,15 +24505,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24173,15 +24551,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24217,15 +24597,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24261,15 +24643,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24305,15 +24689,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24349,15 +24735,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24393,15 +24781,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24437,15 +24827,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24481,15 +24873,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24525,15 +24919,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24569,15 +24965,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24613,15 +25011,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24652,15 +25052,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -24680,17 +25082,17 @@ record_sets: concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 - tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + tax year, by market value. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total - behind it is not published at this breakdown).' + holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs + are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total behind + it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -25246,15 +25648,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25290,15 +25694,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25334,15 +25740,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25378,15 +25786,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25422,15 +25832,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25466,15 +25878,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25510,15 +25924,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25554,15 +25970,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25598,15 +26016,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25642,15 +26062,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25686,15 +26108,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25730,15 +26154,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25769,15 +26195,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -25797,17 +26225,17 @@ record_sets: concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 - tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + tax year, by market value. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total - behind it is not published at this breakdown).' + holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs + are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total behind + it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -26349,15 +26777,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26393,15 +26823,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26437,15 +26869,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26481,15 +26915,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26525,15 +26961,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26569,15 +27007,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26613,15 +27053,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26657,15 +27099,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26701,15 +27145,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26745,15 +27191,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26789,15 +27237,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26833,15 +27283,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26872,15 +27324,17 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types.' unit: count aggregation: sum value_scale: 1 @@ -26900,17 +27354,17 @@ record_sets: concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.11, individuals holding Adult ISAs as at the end of the 2023 to 2024 - tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + tax year, by market value. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total - behind it is not published at this breakdown).' + holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs + are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total behind + it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -27186,16 +27640,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27231,16 +27688,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27276,16 +27736,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27321,16 +27784,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27366,16 +27832,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27411,16 +27880,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27456,16 +27928,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27501,16 +27976,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27546,16 +28024,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27591,16 +28072,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27636,16 +28120,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27681,16 +28168,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27721,16 +28211,19 @@ record_sets: concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA - accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and - 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes W99999999, - S99999999 and N99999999 and leaves England''s total and the overseas and unknown row without a code.' + individuals: only that reading matches HMRC''s commentary, which gives 23 million Adult ISA holders + in 2023 to 2024 (section 1.4), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample + of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals + in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative + Finance ISA holders are not included. HMRC''s background and methodology note, section 3.4: ''Help + to Buy: ISAs are included within these statistics under cash subscriptions and market values, but + the information is not separated out.'' Cells these tables print more than once are ported once: + holder totals from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from + Tables 9.7 and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates + it from average market values of ISAs for a sample of individuals combined with reported aggregate + ISA market values (Table 9.6). All Adult ISA types. HMRC publishes the countries under the codes + W99999999, S99999999 and N99999999 and leaves England''s total and the overseas and unknown row + without a code.' unit: count aggregation: sum value_scale: 1 @@ -27750,17 +28243,17 @@ record_sets: concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 concept_evidence_notes: 'Table 9.12, individuals holding Adult ISAs as at the end of the 2023 to 2024 - tax year, by market value. The column headings say ''(thousands)'', but the cells are counts of - individuals: only that reading matches HMRC''s commentary (13.05 million subscribers in 2023 to - 2024), so value_scale is 1. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA + tax year, by market value. HMRC estimates Tables 9.7 to 9.12 from a sample of individuals'' ISA accounts matched to the Survey of Personal Incomes and calibrated to the totals in Tables 9.4 and 9.6; income, age, sex and region come from the Survey of Personal Incomes. Innovative Finance ISA - holders are not included. Cells these tables print more than once are ported once: holder totals - from Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 - and 9.10. The total number of ISA holders is not reported by ISA managers; HMRC estimates it from - average market values of ISAs for a sample of individuals combined with reported aggregate ISA market - values (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total - behind it is not published at this breakdown).' + holders are not included. HMRC''s background and methodology note, section 3.4: ''Help to Buy: ISAs + are included within these statistics under cash subscriptions and market values, but the information + is not separated out.'' Cells these tables print more than once are ported once: holder totals from + Tables 9.10 to 9.12, and the all-sexes, all-ages and United Kingdom totals from Tables 9.7 and 9.10. + The total number of ISA holders is not reported by ISA managers; HMRC estimates it from average + market values of ISAs for a sample of individuals combined with reported aggregate ISA market values + (Table 9.6). Average ISA market value per holder in GBP, as published (the market value total behind + it is not published at this breakdown).' unit: gbp aggregation: mean value_scale: 1 @@ -27788,6 +28281,12 @@ record_sets: entity_role: isa_holder domain: individual_savings_accounts groupby_dimension: geography + shared_constraints: + - variable: age + operator: '>=' + value: 18 + unit: years + label: Aged 18 or over rows: - value_id: E12000001 label: North East @@ -28030,10 +28529,13 @@ record_sets: concept_relation: source_label concept_authority: hmrc concept_evidence_url: https://www.gov.uk/government/statistics/annual-savings-statistics-2026 - concept_evidence_notes: Table 9.12, ISA holders at the end of the 2023 to 2024 tax year as a share + concept_evidence_notes: 'Table 9.12, ISA holders at the end of the 2023 to 2024 tax year as a share of all individuals aged 18 or over, stored as the published fraction. Population estimates are taken from the Office for National Statistics (ONS) adult population estimates. In column titles, percentage - of adults refers to all individuals aged 18 or over. + of adults refers to all individuals aged 18 or over. The age >= 18 constraint is that denominator; + HMRC does not say whether holders aged 16 or 17 are in the numerator. HMRC''s background and methodology + note, section 3.4: ''Help to Buy: ISAs are included within these statistics under cash subscriptions + and market values, but the information is not separated out.''' unit: share aggregation: share value_scale: 1 diff --git a/tests/test_source_hmrc_isa_statistics_2026.py b/tests/test_source_hmrc_isa_statistics_2026.py index 911c0911..7b66c2eb 100644 --- a/tests/test_source_hmrc_isa_statistics_2026.py +++ b/tests/test_source_hmrc_isa_statistics_2026.py @@ -401,6 +401,48 @@ def test_table_9_6_lines_sum_to_their_components(isa_facts): assert rows[("stocks_and_shares", "cash_on_deposit")] == 22398e6 +HELP_TO_BUY = ( + "'Help to Buy: ISAs are included within these statistics under cash subscriptions " + "and market values, but the information is not separated out.'" +) + + +def test_notes_roles_and_universes(isa_facts): + """Help to Buy ISAs are inside cash (methodology section 3.4) from 2015-16, when the + scheme opened; Table 9.4 counts accounts; each '(thousands)' note cites the + commentary's count for its measure; Table 9.12's share is of adults.""" + by_concept = Counter() + for record_id, fact in isa_facts.items(): + table = record_id.split(".")[2] + concept = fact.measure.concept + notes = fact.measure.concept_evidence_notes + by_concept[(concept, fact.entity.role)] += 1 + if table in ("table9_4", "table9_6"): + assert (HELP_TO_BUY in notes) == (fact.period.value >= 2015), record_id + else: + assert HELP_TO_BUY in notes, record_id + assert "13.05 million" not in notes + if concept == "hmrc.isa_subscribers": + assert "15 million Adult ISA accounts subscribed to and 23 million" in notes + elif concept == "hmrc.isa_holders": + assert "gives 23 million Adult ISA holders in 2023 to 2024" in notes + assert "individuals subscribing" not in notes + elif concept == "hmrc.isa_mean_market_value_per_holder": + assert "'(thousands)'" not in notes + elif concept == "hmrc.isa_holders_share_of_adults": + ages = [(c.variable, c.operator, c.value) for c in fact.constraints if c.variable == "age"] + assert ages == [("age", ">=", 18)] + assert by_concept == { + ("hmrc.isa_accounts_subscribed", "isa_account"): 85, + ("hmrc.isa_amount_subscribed", "isa_account"): 85, + ("hmrc.isa_market_value", "isa_holder"): 249, + ("hmrc.isa_subscribers", "isa_subscriber"): 892, + ("hmrc.isa_holders", "isa_holder"): 1778, + ("hmrc.isa_mean_market_value_per_holder", "isa_holder"): 127, + ("hmrc.isa_holders_share_of_adults", "isa_holder"): 14, + } + + def test_lifetime_isa_table_1a(): facts = _facts(LISA) assert len(facts) == 40 @@ -427,7 +469,13 @@ def test_impact_note_shares(): shares = {fact.filters["cash_isa_subscription_band"]: fact for fact in facts.values()} assert shares["under_12000"].value + shares["over_12000"].value == 100 assert shares["over_12000"].value == 22 - for fact in shares.values(): + for band, fact in shares.items(): assert fact.provenance_class == "model_output" assert fact.period.value == 2022 - assert ("age", "<", 65) in {(c.variable, c.operator, c.value) for c in fact.constraints} + # The sentence places no subscription of exactly GBP 12,000, so each row + # carries its band and no amount bound. + assert {(c.variable, c.operator, c.value) for c in fact.constraints} == { + ("isa_type", "==", "cash"), + ("age", "<", 65), + ("cash_isa_subscription_band", "==", band), + } From 854475c6b63b3d8cf47937f28590f4b13784f209 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 23:22:49 +0000 Subject: [PATCH 6/7] Document the gap, the 2024 rule change and the restated totals The data-source page now says what the review of #392 asked for: - The size of the gap between Table 9.7's bands and Table 9.4's amounts. At band floors the 'all' block is at least GBP 114.3bn in 2023-24, and the cash-only block alone GBP 78.1bn, against Table 9.4's GBP 100.6bn of cash and stocks and shares subscriptions, so a consumer cannot bind both. - From 6 April 2024 (SI 2024/350) a saver can subscribe to more than one ISA of the same type in a year, so Table 9.4's 2024-25 accounts are no longer a proxy for people. This is under "For Microcosm", not in fact notes, as it is not HMRC's text. - How Lifetime ISAs sit in Tables 9.7 to 9.9, from the cells: cash-only plus both types matches Table 9.4's cash accounts, and stocks-and-shares-only plus both its stocks and shares accounts, so Lifetime-ISA-only subscribers are outside Table 9.7. - Help to Buy ISAs inside cash, cited to the methodology (section 3.4); the commentary figures the '(thousands)' reading rests on; the totals ported once; the account role; Table 9.12's adult universe; and the impact note's band-only rows. The counts move to 3,230 and 3,272 facts. A test pins the arithmetic the page states. Co-Authored-By: Claude Opus 5.5 --- .../uk-hmrc-annual-savings-statistics-2026.md | 95 ++++++++++++++----- docs/pe-uk-source-checklist.md | 4 +- tests/test_source_hmrc_isa_statistics_2026.py | 39 ++++++++ 3 files changed, 113 insertions(+), 25 deletions(-) diff --git a/docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md b/docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md index d81ca1bd..830d305c 100644 --- a/docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md +++ b/docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md @@ -25,7 +25,7 @@ which also has the commentary and the methodology note. Budget 2026 (28 October announced that the GBP 12,000 cash limit the impact note describes will not go ahead, so the page may change; the package pins the bytes fetched on 28 October 2026. -## `hmrc-isa-statistics-2026`: 3,397 facts +## `hmrc-isa-statistics-2026`: 3,230 facts Record-set ids start `hmrc.isa_statistics_2026.`. @@ -36,7 +36,9 @@ Record-set ids start `hmrc.isa_statistics_2026.`. and amounts subscribed (`hmrc.isa_amount_subscribed`, GBP million). - `isa_component` values: `cash`, `stocks_and_shares`, `innovative_finance`, `lifetime`, `stocks_and_shares_insurance` and `all`. - - Administrative totals from ISA managers' returns. They count accounts, not individuals. + - Administrative totals from ISA managers' returns. They count accounts, not individuals + (methodology section 5.1), so their role is `isa_account`, not the `isa_subscriber` of + Tables 9.7 to 9.9. - Products that did not exist in a year carry no fact for it. Innovative Finance ISAs start in 2016-17 and Lifetime ISAs in 2017-18. - HMRC marks 2024-25 as provisional. @@ -48,26 +50,33 @@ Record-set ids start `hmrc.isa_statistics_2026.`. - HMRC's note says Lifetime ISA market values are inside the cash and stocks-and-shares totals. - **Table 9.7** (`table9_7.ty2023..subscribers` and `.holders`). - - What it counts: individuals subscribing (`hmrc.isa_subscribers`) and holding (`hmrc.isa_holders`) in - 2023-24. + - What it counts: individuals subscribing (`hmrc.isa_subscribers`) in 2023-24, and ISA + holders who made no further subscription in it (`hmrc.isa_holders`). - Rows are 11 `isa_income_band`s plus all ranges, with `total_income` bounds. - Columns are 11 `isa_subscription_band`s plus all subscriptions. The bands have an edge at GBP 12,000 and an exact GBP 20,000 band. - - For holders there are two columns: no further subscription, and all holders. + - For holders, the no-further-subscription column. The all-holders column restates + Table 9.10's totals, so it is ported from Table 9.10. - It is split into four `isa_type` blocks: `all`, `cash_only`, `stocks_and_shares_only` and `cash_and_stocks_and_shares`. In the `all` and `cash_and_stocks_and_shares` blocks, the band is the combined amount subscribed. - **Table 9.8** (`table9_8.ty2023..subscribers` and `.holders`): the same counts by 21 - `age_band`s and sex, with types as columns. + `age_band`s and sex, with types as columns. The all-sexes, all-ages row restates Table + 9.7's totals and is ported from Table 9.7. - **Table 9.9** (`table9_9.ty2023.subscribers` and `.holders`): the same counts by English region and country. HMRC's overseas and unknown row is the statistical scope - `hmrc:overseas_and_unknown`. + `hmrc:overseas_and_unknown`. The United Kingdom row restates Table 9.7's totals and is + ported from Table 9.7. - **Tables 9.10, 9.11 and 9.12**: individuals holding ISAs at the end of 2023-24. - Breakdowns: by income and type (9.10), by age and sex (9.11), and by region (9.12). - Columns are 12 `isa_market_value_band`s, with each breakdown's total and HMRC's average market value per holder (`hmrc.isa_mean_market_value_per_holder`). + - Table 9.11's all-sexes, all-ages row and Table 9.12's United Kingdom row restate Table + 9.10's all-types "All ranges" row and are ported from Table 9.10. - Table 9.12's share of adults aged 18 or over (`hmrc.isa_holders_share_of_adults`) is - its own `model_output` record set, since it rests on ONS population estimates. + its own `model_output` record set, since it rests on ONS population estimates. It + carries an `age >= 18` constraint, HMRC's denominator. HMRC does not say whether + holders aged 16 or 17 are in the numerator. **Provenance.** - Tables 9.4 and 9.6 are `administrative`. @@ -76,18 +85,47 @@ Record-set ids start `hmrc.isa_statistics_2026.`. totals in Tables 9.4 and 9.6. Income, age, sex and region come from the Survey of Personal Incomes. -**Caveats.** They are kept in the facts' notes. +**Caveats.** The first three are in the facts' notes. The next two come from arithmetic +on the published cells, not from HMRC's text, so they are on this page only. - **People under "(thousands)" headings.** The column headings of Tables 9.7 to 9.12 say - "(thousands)", but the cells count individuals. Only that reading matches HMRC's - commentary (13.05 million subscribers and 23.0 million holders in 2023-24), so those - measures carry `value_scale: 1`. The heading text stays as each measure's header guard. + "(thousands)", but the cells count individuals. Only that reading fits HMRC's + commentary, which gives 15 million Adult ISA accounts subscribed to (section 1.1) and 23 + million holders (section 1.4) in 2023-24. It gives no count of subscribers. So those + measures carry `value_scale: 1`, and the heading text stays as each measure's header + guard. - **Coverage.** Tables 9.7 to 9.12 exclude Innovative Finance ISA holders. Their notes do - not say how Lifetime ISAs are classed. Help to Buy ISAs are inside cash. -- **Amounts.** Table 9.7 has no amounts, and its bands are not reconciled here with Table - 9.4's amounts subscribed. -- **Totals in more than one table.** The same subscriber and holder totals appear in - several tables (9.7 with 9.8 and 9.9, and with 9.10 to 9.12). They agree, and they - account for this package's 145 semantic duplicate keys. + not say how Lifetime ISAs are classed. Help to Buy ISAs are inside cash subscriptions + and market values, without being separated out (HMRC's background and methodology note, + section 3.4). +- **Totals in more than one table.** HMRC prints some subscriber and holder totals in more + than one of Tables 9.7 to 9.12. Each is ported once, as chronicle#391 did for GSGB's + restated row, and `build_package.py` asserts every copy equal to the cell it keeps: + - Tables 9.7 to 9.9's "All ISA Holders" columns restate Tables 9.10 to 9.12's "Total" + columns row for row, so holder totals come from the holder tables; + - the all-sexes, all-ages rows of Tables 9.8 and 9.11 and the United Kingdom rows of + Tables 9.9 and 9.12 restate the "All ranges" rows of Tables 9.7 and 9.10. + + That leaves out 167 copies, and the package has no semantic duplicate key. +- **Table 9.7's bands against Table 9.4's amounts.** Table 9.7 has no amounts, and its + bands cannot be reconciled with Table 9.4's amounts subscribed, so a consumer cannot + bind both. Each subscriber subscribed at least their band's floor (GBP 1, 2,001, …, + 18,001 or 20,000). At those floors, the 13,054,561 subscribers of the `all` block put in + at least GBP 114.3bn in 2023-24, and the cash-only block alone GBP 78.1bn. Table 9.4 has + GBP 69,498m in cash ISAs and GBP 31,070m in stocks and shares ISAs (GBP 100.6bn, or + GBP 103.0bn with Innovative Finance and Lifetime ISAs). +- **Lifetime ISAs in Tables 9.7 to 9.9.** HMRC does not say how they are classed, but the + 2023-24 cells answer most of it: + - cash-only plus both types, 8,963,286 + 975,669 = 9,938,955, matches Table 9.4's 9,939 + thousand cash ISA accounts; + - stocks-and-shares-only plus both, 3,115,606 + 975,669 = 4,091,275, matches its 4,091 + thousand stocks and shares ISA accounts; + - the three type blocks sum exactly to the 13,054,561 subscribers. + + The methodology (section 5.2) says Tables 9.7 to 9.9 are calibrated to the totals in + Tables 9.4 and 9.6, treating cash and stocks and shares separately. Table 9.4 counts + Lifetime ISAs (964 thousand accounts in 2023-24) in a row of their own. So someone who + paid only into a Lifetime ISA is not among Table 9.7's subscribers. HMRC does not say + whether a Lifetime ISA subscription counts towards a subscriber's band. - **Not ported:** - Table 9.4's average subscription per account, a quotient of ported cells; - the Junior ISA rows of Tables 9.4 and 9.6. @@ -120,7 +158,9 @@ One sentence of the impact note: "In 2022 to 2023, 78% of cash ISA subscribers a - **Provenance:** the note names no data source, so the shares are `model_output`. - **What the sentence leaves open:** where a subscription of exactly GBP 12,000 falls, and whether someone who also paid into a stocks-and-shares ISA is counted on the cash amount - alone. + alone. So each row carries its `cash_isa_subscription_band` alone, with no amount bound. + Bounds of `<` and `>` GBP 12,000 would leave exactly GBP 12,000 in neither row, though + the shares sum to 100. - **Not ported:** the page's other "22%", the flat-rate charge on interest on cash held in non-cash ISAs, because it is a rate, not this share. @@ -129,12 +169,21 @@ One sentence of the impact note: "In 2022 to 2023, 78% of cash ISA subscribers a Re-pin the UK feed to the merge commit first; the vendor tool refuses a feed that does not match the pin. Then select: - **Subscriber cells:** record sets `hmrc.isa_statistics_2026.table9_7.ty2023.*`, - `table9_8.ty2023.*` and `table9_9.ty2023.*`. -- **Growth and composition:** `table9_4.{accounts,amounts}.ty2023` and `.ty2024`. + `table9_8.ty2023.*` and `table9_9.ty2023.*`. The national totals are Table 9.7's "All + ranges" rows; Tables 9.8 and 9.9 carry no all-sexes, all-ages or United Kingdom row. +- **Growth and composition:** `table9_4.{accounts,amounts}.ty2023` and `.ty2024`, role + `isa_account`. From 6 April 2024, the Individual Savings Account (Amendment) Regulations + 2024 (SI 2024/350) let a saver subscribe to more than one ISA of the same type in a tax + year. Table 9.4 counts accounts, so its 2024-25 accounts (provisional: 10,713 thousand + cash and 4,893 thousand stocks and shares) are no longer a proxy for people, and their + growth from 2023-24 is not growth in subscribers. In 2023-24 the two still match Table + 9.7's people (see the Lifetime ISA caveat above). - **Independent checks:** holders and market values from `table9_6.ty2024` and - `table9_10` to `table9_12`, the impact note's record set, and Lifetime ISA Table 1a. + `table9_10` to `table9_12`, which carry every holder total, the impact note's record + set, and Lifetime ISA Table 1a. Bounds are first-class constraints, so a consumer reads band edges from them rather than from value ids. Values are already people or pounds, so nothing should be multiplied by 1,000. Aligning the 2023-24 cells with a build year, and choosing between Table 9.7's bands -and Table 9.4's amounts, are the consumer's decisions. +and Table 9.4's amounts (which cannot both bind; see the caveats), are the consumer's +decisions. diff --git a/docs/pe-uk-source-checklist.md b/docs/pe-uk-source-checklist.md index e50a9fa2..1ef52b31 100644 --- a/docs/pe-uk-source-checklist.md +++ b/docs/pe-uk-source-checklist.md @@ -301,10 +301,10 @@ Not ported: Published sources for [microcosm#1415](https://github.com/PolicyEngine/microcosm/issues/1415), which imputes yearly ISA subscriptions per adult by type. uk-data has no ISA target. Three packages add -3,439 facts; field contracts and caveats are in +3,272 facts; field contracts and caveats are in [`docs/data-sources/uk-hmrc-annual-savings-statistics-2026.md`](data-sources/uk-hmrc-annual-savings-statistics-2026.md). -- **ISA tables, September 2026** (`hmrc-isa-statistics-2026`, 3,397 facts): +- **ISA tables, September 2026** (`hmrc-isa-statistics-2026`, 3,230 facts): - Table 9.4's accounts and amounts subscribed by component, 2008-09 to 2024-25; - Table 9.6's market values by type of investment, 2011-12 to 2024-25; - Tables 9.7 to 9.12's 2023-24 individuals subscribing and holding, by income, age, diff --git a/tests/test_source_hmrc_isa_statistics_2026.py b/tests/test_source_hmrc_isa_statistics_2026.py index 7b66c2eb..d9f6a976 100644 --- a/tests/test_source_hmrc_isa_statistics_2026.py +++ b/tests/test_source_hmrc_isa_statistics_2026.py @@ -354,6 +354,45 @@ def test_age_bands_cover_the_published_rows(isa_facts): ] +def test_the_docs_arithmetic_on_tables_9_4_and_9_7(isa_facts): + """The two caveats the docs page states from the cells (not stored as facts).""" + + def subscribers(isa_type: str, measure: str = "all_subscriptions") -> float: + return _value(isa_facts, f"table9_7.ty2023.{isa_type}.subscribers", "all", measure) + + def at_floors(isa_type: str) -> float: + """Subscribers in each band times the band's floor ('subscription_2001_to_4000').""" + prefix = f"{PREFIX}.table9_7.ty2023.{isa_type}.subscribers.all.subscription_" + bands = { + int(record_id.removeprefix(prefix).split("_")[0]): fact.value + for record_id, fact in isa_facts.items() + if record_id.startswith(prefix) + } + assert len(bands) == 11 + return sum(floor * count for floor, count in bands.items()) + + accounts = { + component: _value(isa_facts, "table9_4.accounts.ty2023", component, "accounts") + for component in ("cash", "stocks_and_shares", "lifetime") + } + amounts = { + component: _value(isa_facts, "table9_4.amounts.ty2023", component, "amounts") + for component in ("cash", "stocks_and_shares", "all") + } + # Table 9.7's bands at their floors against Table 9.4's amounts subscribed. + assert round(at_floors("all") / 1e9, 1) == 114.3 + assert round(at_floors("cash_only") / 1e9, 1) == 78.1 + assert (amounts["cash"], amounts["stocks_and_shares"]) == (69498e6, 31070e6) + assert at_floors("cash_only") > amounts["cash"] + assert at_floors("all") > amounts["all"] == 102995e6 + # Lifetime ISAs: the cash and stocks and shares people match Table 9.4's accounts. + cash, shares, both = (subscribers(t) for t in TYPES) + assert cash + shares + both == subscribers("all") == 13054561 + assert round(cash + both, -3) == accounts["cash"] == 9939000 + assert round(shares + both, -3) == accounts["stocks_and_shares"] == 4091000 + assert accounts["lifetime"] == 964000 + + def test_table_9_4_components_sum_and_match_the_workbook(isa_facts, isa_sheets): sheet = isa_sheets["9_4_ISA_subscriptions"] labels = sheet.iloc[:, 0].astype(str).str.strip() From e56af9a501e71c9b954c84678a81566feb5b33f9 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 23:25:22 +0000 Subject: [PATCH 7/7] Move the merged bundle's remaining pins for the savings packages CI's bundle job stopped at the United Kingdom count, which still had its pre-PR value, and four more pins in the same test had not moved. With the restated totals now ported once, the three packages add 3,272 person facts: - fact_count and row counts 1,657,279, and hmrc 36,513; - tax_year 2023 +2,847 instead of +3,014; - country:K02000001 36,500 (+2,993) and country:E92000001 6,828 (+20); - 102,617 geography keys (the overseas and unknown scope); - person 596,595; - semantic duplicate keys back to 2,324, matching the assert at the end. Measured on a bundle of the three packages: 3,272 facts, no semantic duplicate key and no warning. CI's run on 84682e9 passed every pin before the United Kingdom count, at 3,439 facts. Co-Authored-By: Claude Opus 5.5 --- tests/test_chronicle_bundle.py | 39 ++++++++++++++++++---------------- 1 file changed, 21 insertions(+), 18 deletions(-) diff --git a/tests/test_chronicle_bundle.py b/tests/test_chronicle_bundle.py index f1e68214..094f640e 100644 --- a/tests/test_chronicle_bundle.py +++ b/tests/test_chronicle_bundle.py @@ -465,10 +465,10 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): # 20,954 workbook cells, which replace its four curated headlines. # PolicyEngine/microcosm#1381's GSGB 2025 package adds 1,024 survey # facts for people in calendar 2025, at existing keys. - # PolicyEngine/microcosm#1415's HMRC annual savings statistics add 3,439 - # person facts: 3,397 from the ISA tables (9.4, 9.6 and 9.7 to 9.12), 40 + # PolicyEngine/microcosm#1415's HMRC annual savings statistics add 3,272 + # person facts: 3,230 from the ISA tables (9.4, 9.6 and 9.7 to 9.12), 40 # from Lifetime ISA Table 1a and 2 from the cash ISA limit impact note. - "fact_count": 1657446, + "fact_count": 1657279, # The same change adds 82,064 geography keys: 46,363 Scottish 2022 # output areas (UV404), 35,673 LSOA-level keys from the DESNZ LSOA # workbooks (Scotland's data zones already exist), the 26 Northern @@ -499,10 +499,9 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): # export: 5,244 NRS + 5,406 UC + 12 DfI overlap groups are retired. # Independent census cuts and the older-only combined Metro/Glider # journey series remain publisher facts with their original provenance. - # PolicyEngine/microcosm#1415 adds 145: the ISA tables publish the same - # subscriber and holder totals in more than one table (9.7 to 9.12), and - # the copies agree. - "semantic_duplicate_key_count": 2469, + # PolicyEngine/microcosm#1415 adds none: totals the ISA tables print in + # more than one of Tables 9.7 to 9.12 are ported once. + "semantic_duplicate_key_count": 2324, # chronicle#310's six FSA portfolio packages (FY2026 files) and the # ACS 2024 S1501 state package have no 2023 artifact, so the 2023 # bundle skips them (10 -> 17); no fact or key count moves. @@ -562,7 +561,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): if row_count == 1: assert row["aggregate_fact_key"].startswith("ledger.aggregate_fact.v2:") assert row["semantic_fact_key"].startswith("ledger.semantic_fact.v2:") - assert row_count == 1657446 + assert row_count == 1657279 assert provenance_classes <= { "administrative", "census", @@ -597,7 +596,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): "jct-obbba-revenue-estimates-2025", "jct-tax-expenditures-2024", ] - assert coverage["fact_count"] == 1657446 + assert coverage["fact_count"] == 1657279 assert coverage["counts"]["by_source"] == { "bea": 446, "bfp_economic_outlook": 5, @@ -621,7 +620,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): "gambling_commission": 2459, "hhs_acf_liheap": 2, "hhs_acf_tanf": 110, - "hmrc": 36680, + "hmrc": 36513, "ici": 12, "ird": 4362, "irs_soi": 43963, @@ -2183,7 +2182,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): 2020: 36, 2021: 36, 2022: 38, - 2023: 3014, + 2023: 2847, 2024: 36, 2025: 5, }.items(): @@ -2244,12 +2243,14 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): # and the EFO sheet 3.7 SDLT lines (35), and moves table 4.9's DWP lines (84) # to the geography DWP counts them over: +51. chronicle#381 adds 1,555: # OBR's 181 excise lines and HMRC's 1,374 alcohol, tobacco and betting and - # gaming facts. - assert coverage["counts"]["by_geography"]["country:K02000001"] == 33507 + # gaming facts. PolicyEngine/microcosm#1415's HMRC annual savings statistics + # add 2,993: all but Table 9.9 and 9.12's area rows. + assert coverage["counts"]["by_geography"]["country:K02000001"] == 36500 # chronicle#343 adds the 63 OBR surcharge-costing facts for England, and # chronicle#358 ONS's 606 single-year residence-type rows for England. GSGB - # 2025's England participation rows add 40. - assert coverage["counts"]["by_geography"]["country:E92000001"] == 6808 + # 2025's England participation rows add 40. ISA Tables 9.9 and 9.12's + # England rows add 20 (PolicyEngine/microcosm#1415). + assert coverage["counts"]["by_geography"]["country:E92000001"] == 6828 # Great Britain gains HBAI's FYE 1995-2002 rows (32), Move to UC (80), the # table 4.9 lines DWP counts over Great Britain (56) and BUS04 (2): +170. # chronicle#381's 1,435 Gambling Commission facts, the National Lottery's @@ -2259,7 +2260,8 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): # England and Wales gains table 4.9's AA, CA, DLA/PIP and WFP lines (28). assert coverage["counts"]["by_geography"]["country:K04000001"] == 1176 assert coverage["counts"]["by_geography"]["statistical_scope:ofgem:london"] == 216 - assert len(coverage["counts"]["by_geography"]) == 102616 + # PolicyEngine/microcosm#1415 adds HMRC's overseas and unknown scope. + assert len(coverage["counts"]["by_geography"]) == 102617 for region in ( "auckland", "bay-of-plenty", @@ -2287,7 +2289,8 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): # +352 (HMRC stamp-tax transactions). chronicle#381: institutional sectors # +2,097 (OBR and HMRC clearances, HMRC production and the Gambling # Commission's figures) and people +893 (OBR and HMRC receipts and levies, - # and Machine Games Duty liabilities). GSGB 2025 adds 1,024 people. + # and Machine Games Duty liabilities). GSGB 2025 adds 1,024 people, and + # PolicyEngine/microcosm#1415's HMRC annual savings statistics 3,272. assert coverage["counts"]["by_entity"] == { "benefit_unit": 33645, "dwelling": 274367, @@ -2297,7 +2300,7 @@ def test_build_bundle_writes_merged_consumer_contract(tmp_path): "household": 676320, "institutional_sector": 8806, "pension_plan": 2, - "person": 593323, + "person": 596595, "return": 14952, "social_protection_scheme": 36, "tax_unit": 45268,