Additional sectoral detail (BE) return

Details on the additional sectoral breakdown (form BE) return including deadlines, instructions, and contact details.

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Key facts

Data to be reported: Additional breakdowns of liabilities to (deposits) and claims on (lending) UK residents other than monetary financial institutions (banks and building societies) and excluding the public sector disaggregated by sector and financial instruments             
Who has to report:

Firms with private sector holdings (BT items £2H + £3H or £29D) in excess of £1 billion. Also, any reporter required to submit IC, IO or IS

Check who needs to submit returns
Data uses:

Multiple, including:
Frequency:

Monthly
Coverage: Go to reporting criteria to find detailed calculations used to determine eligibility

Deadlines

Firms need to report figures as at the last calendar day of the reporting period.

Go to reporting criteria to download deadlines for all returns for all available years.

Reporting period Reporters impacted Deadline
(5pm UK time)		 Concessionary deadline
(5pm UK time)

*If concessionary deadlines are applicable to your firm submission this will have been communicated directly by the Bank of England. If you have not received any such communication please adhere to the standard deadlines.

Deadlines for 2026 will be released in October 2025.

 

Instructions

Overview of reported data

This return captures reporting institutions’ balance sheets related to UK residents other than monetary financial institutions and excluding the public sector. It includes breakdowns by:

  • assets, including loans and advances (including claims made under sale and repurchase agreements), financial leases, UK bills, acceptances and securities
  • liabilities, including deposits and liabilities incurred under sale and repurchase agreements

It also captures:

  • currency breakdowns – sterling, euro, other – with foreign currencies to be reported in sterling
  • the broad economic UK sectors of counterparties – including PNFCs, OFCs & HHs (split into Individuals & Individual Trusts, NPISHs & UBs)

In every return firms also need to include:

  • their company name
  • their legal entity identifier (LEI) or firm reference number (FRN)
  • the first day of the reporting period
  • the last day of the reporting period

Core documents

You can find detailed instructions in the documents below.

Additional sectoral detail (BE) specific documents and webpages

Document Notes for BE reporters Last updated
Form BE presentation (PPSX)
 Includes a high level overview of BE with tips for common reporting issues
 1 Nov 2023
BoE statistics data point model (DPM) 1.3.0 (ZIP)
 A folder containing two documents for defining all statistical reporting: annotated templates and a data dictionary

The Table of Contents worksheet in the annotated templates shows reporting templates relating to form BE		 24 Oct 2022
BE definitions (PDF) Includes details of what’s in scope and definitions of BE-specific terms 1 Jan 2014
BoE statistics validations 1.3.0 (XLSX)

Business validations for cross-checking data points within form BE and the suite of other statistical returns

View column O for a clearly worded description

 24 Oct 2022
Form SPV worked examples (PDF) Includes detailed instructions on reporting special purpose vehicles
 8 Oct 2020
Further details about M4 excluding intermediate other financial corporations (OFCs) data
 Further details on our M4 (M4) excluding deposits by intermediate OFCs (M4ex), which is considered a more economically relevant measure of broad money than the headline measure of M4
 31 Jan 2023
Further details about M4 lending excluding lending to intermediate other financial corporations’ data
 Further details on our M4 lending (M4L) excluding lending to intermediate OFCs (M4Lex), which is considered a more economically relevant measure of credit than the headline measure of M4L
 31 Jan 2023
Further details about sectoral analysis of M4 and M4 lending data
 Further detail about M4 and M4 lending provides additional breakdowns of liabilities and claims on UK residents for certain items on the monetary financial institutions' (MFIs') balance sheet. These are broken down into three broad categories: other financial corporations (OFCs), private non-financial corporations (PNFCs) and the household sector
 31 Jan 2023
Further details about M4 data
 Further details of our broad money aggregate M4 including deposits by intermediate OFCs
 31 Jan 2023
Further details about counterparts to M4 data
 Further details about the monetary and financial institutions’ (MFIs’) consolidated balance sheet counterparts to M4
 31 Jan 2023
Further details about sectoral deposits and Divisia money data
 Further details about the Divisia index for money weights the growth rate of each of the M4 component assets according to the extent to which they provide transaction services
 31 Jan 2023

All statistical returns

Document Notes for all reporters Last updated
Classification of accounts guide (PDF)
 Includes detailed guidance on how to classify counterparties plus country lists 24 Apr 2024
General notes and definitions (PDF) Includes an introduction to preparing returns and definitions of common terms 24 Apr 2024

Box codes and related documents

These documents were used as part of a previous reporting method (XML) and are no longer applicable to XBRL reporting. They are still available to help firms as we transition to the new ways of working.

Contact us

For help with BE instructions: dsd_ms@bankofengland.co.uk

For help with BEEDS: beedsqueries@bankofengland.co.uk

We aim to reply to emails within 2 working days.

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This page was last updated 25 November 2024