Reports

Boring Money’s dedicated research team surveys more than 25,000 respondents to bring you the latest market data, consumer insights and analysis across the investment and pensions market.

Our reports are packed full of independent data, covering everything from the most pressing pensions challenges, to whether financial advisers are doing enough to retain the custom of future generations.

We identify the underlying trends shaping the industry and offer our view on where firms can craft a proposition that resonates with and attracts consumers.

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.

ETFs and Investment Trusts - The Retail Landscape

The rise of the DIY investor is changing the shape of distribution. While advised channels still dominate the volume of assets, over half of asset manager customers are now self-directed.

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.