In-depth reports explore the market using our unique data, insight and analysis.
Pensions Report 2023
The aim of this report is to provide a detailed look at pension ownership and consumer attitudes towards pensions in the UK, and to explore the appetite for pension engagement and approaches to pension pot consolidation. This report also digs into the retirement journey, including financial plans for retirement, triggers to retirement and the role of semi-retirement / paid work in retirement.
Customer Insights for Consumer Duty
This report has been created in response to largely intermediated asset managers wanting support with their Consumer Duty obligations, providing a deep dive into what we have learnt about how asset managers can ensure they are helping investors achieve their objectives.
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.
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.
Pensions Report 2022
The aim of this report is to provide a detailed look at consumer attitudes towards pensions, product ownership, and explore the appetite for pension engagement and approaches to pension pot consolidation. Plans for retirement are also analysed and compared against the behaviour of those already retired.
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