Online Investing Report 2024
In Out, In Out, Shake it all about
Back for its 8th year, Boring Money’s Online Investing Report 2024 is coming! The report is the must-have research publication for any provider looking to set up or currently running a direct-to-consumer investment or pension business in the UK.
Pensions Report 2023
This report provides a detailed look at pension ownership and consumer attitudes towards pensions in the UK and explores the appetite for pension engagement and approaches to pension pot consolidation. It also digs into the retirement journey, including financial plans for retirement, triggers to retirement and the role of semi-retirement/paid work in retirement.
A Framework for Measuring Value for Advice Firms
The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.
Citywire | The Advice Show Podcast
Holly Mackay joins Benchmark's Ed Dymott to explore the 27 drivers of ‘fair value’ and what clients are looking for from their advisers.
A new Consumer Duty
Following the July 31 deadline, we have been working with leading firms on implementation on all necessary reviews across products and services to ensure they are consumer duty complaint.
Consumer Duty: The Sequel
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