Site Logo
Site Logo
Pensions Report 2023 - Consolidation and change

Pensions Report 2023

The aim of this report is to provide a detailed look at pension ownership and consumer attitudes towards pensions in the UK, and to explore the appetite for pension engagement and approaches to pension pot consolidation. This report also digs into the retirement journey, including financial plans for retirement, triggers to retirement and the role of semi-retirement / paid work in retirement.

What's in store, 2024?

Our End of Year Insight Session

Join us as we look back at what shaped the investment and wealth industry in 2023 and take a peek at what 2024 has in store for us!

support for advice firms

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 where they 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

Our top picks

Explore more of our products to gain valuable insights and learn how we can help your strategy and propositions through our services.

Subscribe to Boring Money

Subscribe to Boring Money Insights

Subscribe to stay up to date with our latest news, webinars and product launches from Boring Money insights

Some of our clients

list of our clients - e.g., BlackRock, Fidelity, Barclays, AJ Bell, Vanguard, etc.

Our Press Releases

Boring Money’s press desk provides accredited journalists, industry stakeholders and sector leaders with research and expert commentary on the latest industry trends and consumer finance insights.