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Online Investing Report 2026

Online Investing Report 2026 - The Third Wave

The next major shift in the UK's online investing market has arrived. This edition, now in its 10th year, examines the drivers behind the evolving landscape and what this new 'third wave' of investors means for platforms, providers, and the industry as a whole.

The opportunity of the Third Wave

The online investing market continues to change as new behaviours, technologies and expectations emerge. This report helps firms understand how the market is shifting, what the “third wave” represents, and where opportunities and challenges are developing.

What you'll get

A detailed, structured view of the online investing market, including:

Key insights

  1. The 'Third Wave' is driven by investors aged 35-44 - slightly older than previous waves.

  2. They are comfortable using digital platforms, but take a more cautious approach to investing.

  3. Transparency of pricing is becoming a differentiator, not just a hygiene factor.

  4. AUA growth is polarising, with clear leaders and laggards emerging.

  5. Regulatory change is poised to reshape acquisition funnels, especially for firms relying on guidance-led journeys.

Who is it for?

The Online Investing Report is a valuable resource for D2C investment and pension platform providers, product distributors, and market strategists seeking:

Speak to our team today and get the full report to support your firm's strategic growth.

Sources

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Independent, data-led insight into the investment, pensions, and wealth markets, backed by surveys of 25,000+ consumers every year.

➤ Exclusive industry research

➤ Clear analysis of market trends, value and consumer behaviour

➤ Regulatory insight

➤ Practical ideas to bring straight to the Board

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Get in touch with us to buy the report

Please contact enquiries@boringmoney.co.uk for more information or to request a call with the research team.

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