Boring Money 2021 Advice Report - Catering For Customer Needs

Are you charged with helping consumers to make better decisions about investments or pensions? Whether that’s content, best buy lists, coaching, online risk profiling or the Full Monty? If so, Boring Money’s new Advice Report is essential reading to help articulate, validate, size and implement your plans.

 

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Online Investing 2021 - two sides to every story

Online Investing is Boring Money’s flagship annual report on the D2C investing market, providing commentary on market changes, consumer attitudes, the competitive landscape, and trends.

Launch Webinar February 24th 

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A new census on sustainable investing

Explore what providers can do to capitalise on this growing trend and how best to meet client needs in terms of advice, products, and communications.

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Track and monitor investor behaviour, sentiment & trends

Each quarter we survey over 1,500 investors, analysing both market and brand level insights. The Investor Tracker has been designed to help firms keep up-to-date with the latest in investor behaviours, sentiment and intentions.

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Assessment of Value – How Boring Money Can Help You

In 2020, we've helped over 10 leading global and UK asset management brands to understand precisely what investors value - including how they define and measure 'Quality of Service' - and translated this into clear and meaningful recommendations.

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Featured News & Reports

Our latest research & press activity


The FCA was scathing last week when it accused fund managers of ‘falling short’ in assessing the value of their funds.

Click here to read more


Pre-pandemic, just 25% of investors said they’d be satisfied to receive advice via a video call.

Click here to read more. 


Will demand for fixed fees put traditional charging models under pressure?

Click here to read more.


A new paper from Northern Trust
on the UK investor market, backed by evidence from Boring Money. What is the opportunity for asset managers to distribute funds directly to consumers?

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35% of quiz takers look at traditional advice and over 40% of the audience has over £150,000 investible assets...

Click here to take a look at our new Advice Site


As many as one in five (19%) advised investors hold an account with one of the big D2C platforms. Others also hold investments through robo advice providers too.

Click here to read the full article. 


Crypto is very topical right now and more common than two years ago - people want to ask about cryptocurrency?

Click here to read the questions that come up on the Advice Site.


40% of investors say they would prefer paying less for digital advice, compared to 29% who would rather pay more for face-to-face. 

Click here to check out the 2021 Advice Report.

Videos & Content

Recent market updates & client work

Subscription Services 

Regularly updated industry stats & competitor insights


 
Access the secure site customer journeys of 20+ investment and pension providers in the UK – from risk profiling to payment to reporting.


Journeys

 
Build a picture of the investment space with regularly updated demographic, behavioural and attitudinal insights from thousands of UK savers and investors.


Data Portal

 
Each quarter we survey over 1,500 investors, to keep you up-to-date with the latest in investor behaviour and sentiment, analysing market and brand level insights.


Investor Tracker

Some of our clients

We’ve been delighted to have worked with the Boring Money team for a number of years now. Their consumer insights, reports and support with various workshops we’ve held have been vital in bringing further breadth and perspective to our own understanding, ensuring that we as a business are focusing on the right things to support our customers, and giving us a valuable context to our competitor landscape.

 

Stuart Welch, Global Head of Personal Investing and Advisory,

Fidelity International.

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