How has COVID-19 influenced investor behaviour?

Explore both the problems and potential solutions with our FREE whitepaper, based on new quant and qual research with over 1,000 UK fund investors.

Download our whitepaper

What do customers think about the world of finance?

We build you a meaningful picture by blending quantitative data with tailored focus groups, interviews and customer feedback.

Explore our research services

Advice Report 2020: An accelerated path to digital adoption

Size the potential advice market, understand changing consumer appetites and trends, and base your business plan on current insights.

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Value Assessments 2020: Best practice

With deliberately vague criteria, the FCA has intentionally put the onus on managers to articulate, check and evidence Value. So what does good look like?

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Send the right message to customers in crisis

Now is a vital time for investment providers to support their customers with informative content. As the leaders in consumer comms, we can help.

Learn about our syndicated content

COVID-19
Why consumer research works well in lockdown

Discover the benefits of online qualitative research during isolation, using innovative methods and tech.

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WEBINARS
What investors want from the industry today

Navigate these tricky times with fresh insights and best practice from Holly Mackay. New each week.

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ADVICE
The changing face of advice post-lockdown

Understand changing consumer attitudes to financial advice. Including a section on COVID-19.

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VALUE
Best Practice in the first cohort of Assessments of Value

Created to help asset managers produce, review and improve their Value Assessment statements.

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COMPARISON
Our new comparison site with calculator launches

To tackle increasing consumer uncertainty, we've released an industry-first comparison site with built-in calculator.

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AUA
Online investors more than double over 3 years

Latest figures on Assets Under Administration for the UK DIY investing market, now over £260 billion.

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IN THE NEWS
Warning of 'highly disparate' advice service

Only 9% of Brits have a financial adviser - for those who do, the service is a tale of two cities. FT Adviser reports on our research.

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IN THE NEWS
One-in-four clients not heard from IFA during virus crisis

Are investors happy with their financial advisors' approach to COVID-19? New Model Adviser reports on our research.

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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

 
Supplement your work on reporting, assessing and improving value with quarterly external insights on customers thoughts. Based on 2,000 fund investors each quarter.


Value 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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