Advice Report 2025
In June, the FCA will publish draft rules for Targeted Support, after years of ‘stop-start’ efforts to create a more supportive environment to help firms tackle the 12.3 million UK adults stuck in the Advice Gap. At the same time, Consumer Duty has shaken up the traditional advice sector, shining a light on ongoing servicing, value for money, and clear fee disclosure and comparison, amongst other things. It is not a dull time!
Retail Distribution Report
The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel. In the era of Consumer Duty, the need to understand these investors is significant. Direct books alone do not paint a representative picture of demographics, user journeys, costs paid, service or other factors.
The Online Investing Report 2025
Now in its 9th 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.
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We have been working with leading firms on the implementation and operationalisation of all necessary consumer duty initiatives and reporting across products and services to ensure they are compliant and customer-centric.
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