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Advice Report 2024

Advice Report 2024

The report is designed to help all consumer-facing business in the investments, pensions and advice sector to understand the consumer needs and appetite, size the opportunity, confirm strategic priorities and evidence business plans.

Sustainable Investing - Demand and Disclosure

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

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 - Consolidation and change

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.

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 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.

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.

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