We blend quantitative data with tailored focus groups, interviews and customer feedback
to build a meaningful picture of what customers think about the world of finance.

 

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Financial Communications Are Broken - Download

Retail investors are struggling to understand what they invest in and how much it costs. Just 23% of fund investors can calculate what they would pay when presented with a factsheet, and only 9% are happy with provider communications.

Explore the problems and potential solutions with our new quant and qual research paper. Free to download now.

 

 

ESG Investing Seminar

Join industry experts, financial advisers & campaigners for change at our ESG investing seminar.

Our speakers include: Dr Rachel Melsom, Director, UK & Europe at Tobacco Free Portfolios; Euan Stirling, Global Head of Stewardship at Aberdeen Standard Investments; & Dan Kemp, Chief Investment Officer at Morningstar Investments Europe.

ESG Investing Report Launch 2019 

ESG is perhaps the hottest yet most poorly communicated topic in investment circles. As the industry gets stuck in the mud of definitions and complexity, the broader story is not being told well and retail channels report mixed and confused messages about interest and demand. 

Boring Money has been researching demand, interest and planned actions from both consumers and advisers.

Fifty Shades of Advice Report

As the FCA kicks off a review into FAMR and the RDR, our Fifty Shades of Advice Report takes a fresh look at what consumers want and need. Against a backdrop of digital development, pension freedoms, auto enrolment and general growth in the DIY investment market, how have needs for advice morphed and changed.

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