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.
Advised Investors Report 2026
This report explores how advised clients in the UK experience financial advice today, and what that means for firms managing client relationships in the future. With a deeper dive into affluent clients with over £1 million in assets, we reveal key satisfaction and retention drivers, and deliver the latest insights on how AI is shaping client expectations and behaviours.
Reports for your firm's needs
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
Other services
We also offer competitor intelligence subscription tracker services, and bespoke research tailored to your specific requirements.
