UK investment market reports

ESG Investing Report

ESG is perhaps the hottest, yet most poorly communicated topic in investment circles. We have researched demand, interest & planned actions from consumers & advisers. Our new report feeds back on what both advisers and consumers want, understand & do today, when it comes to ESG-led investing

Price £6,000 plus VAT

Fifty Shades of Advice Report

As the FCA kicks off a review into FAMR and the RDR, our Fifty Shades of Advice Report takes a fresh look at what consumers want and need, against a backdrop of digital development, pension freedoms and auto enrolment. How can the industry move beyond the binary choices of DIY or fully-serviced advice?

Price £4,500 plus VAT

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2019 Online Investing Report

A key resource for anyone needing to know the size of the UK market; understand the UK consumer relationship with investing and pensions; source nationally representative, market-level and provider-specific data; understand journeys, or see detailed qualitative insights on what does & doesn't work.

Price: £6,000 + VAT

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What do customers really want from an adviser?

If investors had five minutes, what would they ask? What are the key topics that keep consumers awake at night – as opposed to the ones the industry thinks are most pressing? Get the answers in broad categories, alongside a more specifically ranked list & verbatims from everyday customers.

Financial Communications Are Broken

Retail investors are struggling to understand what they invest in and how much it costs.

Understand both the problems and potential solutions with our free white paper, based on new quant and qual research with over 1,000 UK fund investors.

Women Investing - Insights Deck

If you want to conduct a deeper dive into customers by gender, our deck will help.
How do women’s attitudes to investing differ from those of men’s? What investments do they have? What features and messages attract them to particular products? How can you tip them into taking action?

Price: £3,100 + VAT

Don’t Call Me a Millennial

If you want to understand more about the investing opportunity among Millennials, and conduct a deep dive into their attitudes and preferences, our deck will help. How do Millennials feel about investing compared to the rest of the population? What features and messages attract them to particular products? 

Price: £3,100 + VAT

Quarterly Data Digest

The ‘must have’ quarterly data pack for all those tracking growth, development and competition in the online investing market, with insights provided at both market level and individual provider level. Including AUA, market shares, customer demographics, investment trends and detailed consumer reviews.

Price: £2,000 per quarter

Digital Wealth and Robo Report

A must-have report for anyone trying to size, track and understand the growing digital wealth market in the UK. This report includes a full analysis of platforms and robo advisers, based on qualitative data and customers reviews. Essential material to assist business planning, strategy papers and competitor analysis.

Price: £2400 + VAT.

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Ethical Investing Report

Compiled with data from YouGov, The Times and Boring Money readers, this unique report will share insight into consumer understanding, attitudes, preferences and behaviours. Contains detailed responses and verbatims. Essential for any group trying to understand consumer appetite and demand for this growing sector.

Price: £3,800 + VAT

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