VocaLink Take Home Pay Growth Nose Dives As Inflation Creeps Up

Thursday, January 13, 2011
  • Private sector earnings growth, as measured by The VocaLink FTSE 350 Take Home Pay index, falls to 1.1% year-on-year in December (from 1.7% in November), its lowest level since July 2010
  • Public sector earnings, as measured by The VocaLink Public Sector Index, also edges down to 1.1% annual growth in December from 1.3% in November
  • Annual growth on the VocaLink manufacturing index drops to its lowest level on record at 0.4% in December from 2.0% last month

London, 13 January 2011: Both public and private sector annual take home pay growth has fallen in the three months to December 2010 according to the latest VocaLink take home pay indices. The VocaLink FTSE 350 index, a proxy for private sector earnings, fell to 1.1% annual growth, a big drop from last month's figure of 1.7%. Annual public sector pay growth, which has been stagnant since August, has also dropped from 1.3% last month to 1.1% in December .

VocaLink Take Home Pay Growth drops by 0.6 percentage points as prices go up

After steady increases in the yearly growth rate of private sector take home pay over the second half of 2010, this month's figure has fallen to its lowest level since July 2010. This is a major setback for UK households as the rate of consumer price inflation remains elevated at 3.3%. With VAT increasing to 20% this month, it's likely that inflation will remain at a high level throughout the course of 2011. The fall in take home pay is also a likely consequence of the rise in commodity prices in the latter half of 2010, including continued oil price increases.

Retail sales growth dips below take home pay growth

Annual growth in the volume of retail sales of 1.6% in November dipped below take home pay growth for the first time since 2009. During 2010, many households were maintaining their lifestyle by spending their savings. With little prospect of a large improvement in take home pay growth in 2011, continuing to spend savings will become less of an option for the average UK household. As such growth in retail sales is likely to cool in 2011, which will provide a major headwind to the UK recovery. 
Unprecedented cost hikes force manufacturers to hold wages down

The VocaLink manufacturing index saw a sharp drop in take home pay over the three months to December from 2.0% to 0.4%, its lowest ever level of recorded expansion. Data from the Chartered Institute of Purchasing and Supply (CIPS) showed that manufacturing activity was slightly stronger in December than November but significant cost pressures are mounting on firms. The rate of increase in the cost of manufacturers' raw materials, their 'input prices', reached its highest level since records began in January 1992, according to CIPS.

Marion King, Chief Executive Officer at VocaLink, commented:

"Eleven months of elevated inflation and another VAT hike, combined with a sharp drop-off in take home pay growth, is bad news for UK households. In real terms the average family is seeing their weekly budgets cut,. While this puts significant strain on individuals, it also poses a major risk to the UK recovery."

Douglas McWilliams, Chief Executive of economics consultancy Cebr, said:

"The public sector pay growth drop is actually fairly moderate given that we expect it to fall close to zero by mid-2011, due to the public sector wage freeze. The only silver lining is that inflation is unlikely to get out of control because of the ongoing slack in the labour market."

Notes to editors:

Follow this link to read the full report available from Thursday 13 January 2011