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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.

notebook of references and sources

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

This report will provide

Table of contents

What the report will support you to deliver

Get in touch with us to buy the report

Please contact for more information or to request a call with the research team.

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