The Online Investing Report 2025
Now in its 8th year, the Online Investing Report is Boring Money’s flagship report, used by Boards, CEOs, ExCos and Heads of Marketing to size the market, develop business cases, track competitor developments, review pricing models and trends, read fresh consumer data, monitor market trends, and access £AUA and account forecasts.
Pensions Report 2024
The Pensions Report 2024 provides a detailed look at pension ownership and explores consumer sentiment, behaviours and needs with regards to pensions in the UK. The report will focus on understanding the customer journey for pension holders at different life-stages, supporting retail firms to identify the most effective messaging to attract pension holders across the consumer spectrum.
When the Carrot Meets the Stick
As the industry develops its thinking on the Advice Guidance Boundary Review, “When The Carrot Meets The Stick” considers the consumer need and industry opportunity which this brings.
Supported by Just Group and Wealth Wizards, this white paper sizes the Advice Gap, considers the potential for targeted support, assesses the role which hybrid guidance and advice can play and shares learnings from live tests conducted with Boring Money readers.
Understanding Vulnerable Customers 2024
The Understanding Vulnerable Customers 2024 report aims to provide platforms, asset managers, and advice firms with critical insights into the characteristics and needs of vulnerable investors. This year, the report focuses on addressing the challenges posed by the Financial Conduct Authority's (FCA) Consumer Duty requirements, helping firms better understand and serve vulnerable customers.
Sustainable Investing - Demand and Disclosure
The report outlines consumer awareness and interest in sustainable investments over the past year, with valuable insights on their comprehension of sustainable investment concepts and labeling, and recommendations for providers in response to the FCA’s Sustainability Disclosure Requirements.
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.
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.
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