Retail Customer Insights

Customer insights for asset managers

Quarterly data on the profile, ownership, views, buying behaviours, and intentions of UK fund investors. Created from 6,000+ interviews with fund investors every year.

Know exactly where your customers really sit.

See how your brand performs platform-by-platform among advised customers, benchmarked against your named peer group and the wider market. It's the kind of granular, evidence-based view that turns distribution guesswork into board-ready insight, and helps you meet Consumer Duty and Assessment of Value obligations with real data, not assumptions.

Built to inform boards, distributors, product, and marketing

Retail Customer Insights has been designed to deliver clear “so what” interpretation for Executive and Governance Teams, Product, Marketing and Growth Teams and Distribution Solutions Teams

The regulatory driver

Built for seamless Consumer Duty and AoV reporting

What you'll get

Every report profiles your customers against a named peer group and the wider market. Illustrative view below.

illustrative figures for Retail Customer Insights

Report contents cover:

Customer demographics: gender, age, income, region, advised/DIY, vulnerability, timelines.
Distribution: platform usage, power rankings, DIY purchase channels.
Decision-making: sources of information, best-buy influence, adviser impact.
Value highlights: customer value scores, quality of service, peer benchmarking.
Brand & intentions: awareness, buying intent, NPS, competitor positioning.

Formatted for your Consumer Duty board paper:

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Independent, data-led insight into the investment, pensions, and wealth markets, backed by surveys of 35,000+ consumers every year.

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