Reports

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.

Download the whitepaper

Download our exclusive whitepaper, supported by Benchmark to sample our research findings, where our challenge was to help firms implement a framework to understand and measure the value of advice to support ongoing development and Consumer Duty requirements.

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The Future of Advice

Against a backdrop of regulatory change and digital innovation, this report explores the changing environment for financial advice in the UK.

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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.

Online Investing Report 2023

We're delighted to introduce the 7th edition of Boring Money’s Online Investing Report – the essential resource for anyone wanting to understand the current DIY investing landscape, consumer behaviours and sentiment, emerging investment trends and predictions.

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.

Sustainable Investing Report 2022

This is the 5th annual publication from Boring Money which provides advisers, platforms, providers and asset managers with detailed consumer and adviser research into preferences, intentions, understanding, barriers and sentiment.

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