We combine data and insights from product providers with stats and opinions from consumers and individual investors.

Boring Money’s experienced research team combine qualitative and quantitative research techniques to produce expert UK investment market reports which are more than just a series of graphs. We cut through the noise and get to the heart of what customers want.

We’ve worked with a range of finance and investment houses to support the development and improvement of products and services. Delivering research-backed insights and objectives, our outputs are action-oriented, helping to create truly customer-focussed strategies.

Anthony Morrow, CEO, evestor

The quality of output you get from the plethora of consultancies in financial services nowadays is so varied to the point of being worthless. This makes your piece really stand out and I would certainly not hesitate to recommend anyone to you for this type of work in the future.

 

We can help you to:

  • Refine your positioning strategies
  • Assess demand for new products
  • Reach new customer segments
  • Test new offerings
  • Launch new sites/apps
  • Improve your comms
  • Benchmark your products
  • Improve cut-through

2019 Reports


Factsheets and Disclosure 

Is the industry doing enough to inform and update its retail investors? The focus needs to shift from lengthy and extensive ‘transparency’ towards clarity. Our report provides an immediate understanding of what good looks like to a retail customer – and how to focus efforts on the right things to achieve better levels of understanding, clarity – and ultimately – trust.

£5,000 + VAT

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Value Assessments - Adding the Customer Voice

Boring Money regularly conducts quantitative and qualitative research into what investors value from asset managers, beyond the more obvious metrics of performance and price.

We can help you understand your customers' take on value. Get quantitative and qualitative research with consumers, advisers, asset manager directors, academics and NEDs.

£5,000 + VAT

  

ESG Investing Report

ESG is perhaps the hottest, yet most poorly communicated topic in investment circles. We have researched demand, interest & planned actions from consumers & advisers. Our new report feeds back on what both advisers and consumers want, understand & do today, when it comes to ESG-led investing

£6,000 + VAT

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Fifty Shades of Advice Report

As the FCA kicks off a review into FAMR and the RDR, our Fifty Shades of Advice Report takes a fresh look at what consumers want and need, against a backdrop of digital development, pension freedoms and auto enrolment. How can the industry move beyond the binary choices of DIY or fully-serviced advice?

£4,500 + VAT

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2019 Online Investing Report

A key resource for anyone needing to know the size of the UK market; understand the UK consumer relationship with investing and pensions; source nationally representative, market-level and provider-specific data; understand journeys, or see detailed qualitative insights on what does & doesn't work.

£6,000 + VAT

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Free downloads


Financial Communications Are Broken

Retail investors are struggling to understand what they invest in and how much it costs. Just 23% of fund investors can calculate what they would pay when presented with a factsheet, and only 9% are happy with provider communications. Explore the problems and potential solutions with our new quant and qual research paper.

Free to download

  

What do customers really want from an adviser?

Get a taster of the insights available in Boring Money’s reports. We explore a thin slice of data to answer key questions within a theme of each topic. All information is based on the qualitative and quantitative research conducted for our industry reports. Find out more now!

Free to download

  

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