Consumer Duty III – The Force Awakens

Back for its third year, the event will explore major regulatory shifts which are impacting the products and services offered by investment and pension providers.

We will assess how Consumer Duty has landed. One year after implementation, how have firms done, what has improved for consumers and what are the main struggles?

Vulnerable Customers Report 2024

The Understanding Vulnerable Customers 2024 report aims to provide platforms, asset managers, and advice firms with critical insights into the characteristics and needs of vulnerable investors. This year, the report focuses on addressing the challenges posed by the Financial Conduct Authority's (FCA) Consumer Duty requirements, helping firms better understand and serve vulnerable customers.

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.

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.

Vulnerable Customers Report 2022

Vulnerable Customers Report 2022

In this new report for 2022, Boring Money assesses vulnerable customers for the investment industry. As part of the final guidance on Consumer Duty, published in July 2022 FG22/5, the FCA places particular emphasis on the “firms paying attention to the needs of customers with characteristics of vulnerability” under all 4 objectives.

Vulnerable Customers Report 2022

Vulnerable Customers Report 2022

In this new report for 2022, Boring Money assesses vulnerable customers for the investment industry. As part of the final guidance on Consumer Duty, published in July 2022 FG22/5, the FCA places particular emphasis on the “firms paying attention to the needs of customers with characteristics of vulnerability” under all 4 objectives.

Vulnerable Customers Report 2022

Vulnerable Customers Report 2022

In this new report for 2022, Boring Money assesses vulnerable customers for the investment industry. As part of the final guidance on Consumer Duty, published in July 2022 FG22/5, the FCA places particular emphasis on the “firms paying attention to the needs of customers with characteristics of vulnerability” under all 4 objectives.

Vulnerable Customers Report 2022

Vulnerable Customers Report 2022

In this new report for 2022, Boring Money assesses vulnerable customers for the investment industry. As part of the final guidance on Consumer Duty, published in July 2022 FG22/5, the FCA places particular emphasis on the “firms paying attention to the needs of customers with characteristics of vulnerability” under all 4 objectives.

Vulnerable Customers Report 2022

Vulnerable Customers Report 2022

In this new report for 2022, Boring Money assesses vulnerable customers for the investment industry. As part of the final guidance on Consumer Duty, published in July 2022 FG22/5, the FCA places particular emphasis on the “firms paying attention to the needs of customers with characteristics of vulnerability” under all 4 objectives.

Vulnerable Customers Report 2022

Vulnerable Customers Report 2022

In this new report for 2022, Boring Money assesses vulnerable customers for the investment industry. As part of the final guidance on Consumer Duty, published in July 2022 FG22/5, the FCA places particular emphasis on the “firms paying attention to the needs of customers with characteristics of vulnerability” under all 4 objectives.

Vulnerable Customers Report 2022

Vulnerable Customers Report 2022

In this new report for 2022, Boring Money assesses vulnerable customers for the investment industry. As part of the final guidance on Consumer Duty, published in July 2022 FG22/5, the FCA places particular emphasis on the “firms paying attention to the needs of customers with characteristics of vulnerability” under all 4 objectives.

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Client testimonials

list of our clients - e.g., BlackRock, Fidelity, Barclays, AJ Bell, Vanguard, etc.

“Boring Money’s Online Investing Report is by far the best report for anyone wanting a single-source overview of the DIY investing landscape in the UK. Insightful, incredibly readable and hugely useful."

Kevin DoranKevin Doran
Kevin DoranFormally Managing Director D2C, AJ Bell

"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 WelchStuart Welch
Stuart Welch Fidelity International

Our press releases

Boring Money’s press desk provides accredited journalists, industry stakeholders and sector leaders with research and expert commentary on the latest industry trends and consumer finance insights.

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Sustainable disclosure

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