Customer Insights for Consumer Duty

Boring Money have been conducting qualitative and quantitative research with fund investors for over 5 years.

This report has been created in response to largely intermediated asset managers wanting support with their Consumer Duty obligations.

The report provides a deep dive into what we have learnt about how asset managers can ensure they are helping investors achieve their objectives.

Sources for this report

Fund Investor Tracker​

• 16 quarterly surveys from Q1 2019 to the present​

• 25,000+ responses from UK fund investors​

• Detailed questions on investment and value ​

Annual investment survey​

• 6,000+ nationally representative UK adults ​

• Surveys conducted each January over the last 7 years​

Ongoing qualitative feedback​

• To support our expert views on how to enhance documents and customer journeys