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.

DIY Persona Report 2026

How well do you understand your customers and segments?

Our latest report surveys over 8,400 D2C platform investors, to uncover six distinct personas in the evolving DIY investor market. Find out who they are, what makes them tick and what they are looking for when engaging with their savings and investments.

We’re now in a very different environment to even a few years ago – competition is strong and propositions have evolved.

1 in 3 UK adults are now investors, and AUA on D2C platforms has surpassed £572 billion. It is key to know who these investors are and what differentiates them not only from non-investors, but more importantly, between each other.

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

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

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