Reports for Wealth Managers

Boring Money’s research team engages with more than 25,000 investors each year, uncovering the motivations, concerns, and decision‑making patterns shaping today’s wealth and retirement markets.

Using our independent data, these reports investigate shifting client expectations, the evolving role of advice, and how well wealth managers are adapting their services for a new generation of investors.

We pinpoint the long‑term forces influencing the sector and share clear perspectives on where wealth managers can enhance their client experience, strengthen differentiation, and build propositions that genuinely resonate with modern investors.

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.

Pensions Report 2025 - Finding the Prize

This report helps workplace and retail pension providers size today's market and forecast the impact of key market trends and consumer behaviour, including a deep dive into consolidation and the roll-out of Targeted Support.

Advised Investors - Acquisition and Retention

This report provides essential insight and data for advice firms and consolidators shaping their immediate and long-term strategy and business planning. It analyses future growth in the advice market digging into both acquisition and retention, looking at key drivers including satisfaction, intergenerational transfer and the impact of Targeted Support.

Advice Report 2025

In June, the FCA will publish draft rules for Targeted Support, after years of ‘stop-start’ efforts to create a more supportive environment to help firms tackle the 12.3 million UK adults stuck in the Advice Gap. At the same time, Consumer Duty has shaken up the traditional advice sector, shining a light on ongoing servicing, value for money, and clear fee disclosure and comparison, amongst other things. It is not a dull time!

Bundle deals

We offer specialist bundle deals across all our reports, tailored to your data and insight needs. These reports can also be paired with our data tracking services and on-demand analyst support services.

Whether you are a platform, pension provider, wealth manager or asset manager, speak to us about curating a package deal that works for your firm. Email us at enquiries@boringmoney.co.uk

Data and tracker services

Our subscription services track trends and developments across the market bi-annually, providing our clients with rich competitor intelligence, that helps to benchmark value and consumer sentiment.

Want to know how we can support your firm with insights on a more granular level? Email us today.

Bespoke Research

We draw on our wealth of data, insights, competitor intelligence, and experience, designing research projects using quantitative, qualitative and/or consultancy services to generate the information you need.

Our bespoke research can be tailored to your specific requirements. We’ve recently helped firms develop new product and service offerings; explore fund buying decision journeys, identifying influence points; and supported firms with improving customer communications, journeys and experiences, helping Consumer Duty compliance and growth ambitions.