We are hosting webinars to address the big questions that the investment industry want answers to in these tricky times.

Our webinars answer questions such as:

  • Do the first cohort of Value Assessment Statements help investors assess value?
  • What do today's consumers want from financial advice?
  • Best practice in the world of online investing – what does good look like?
  • ESG – how can we develop the right products for consumer demands?

Upcoming webinars

Online Investing Report 2021 - Launch Webinar

Register for the launch of our 2021 online investing report

Online Investing is Boring Money’s flagship annual report on the D2C investing market, providing commentary on market changes, consumer attitudes, the competitive landscape, and trends.

It’s a handbook for anyone working in the industry who wants to know what savers and investors are thinking, the key market players and their positioning, market drivers/trends and their implications, and the future opportunities for growth.

Who will this help?

  • Providers that offer/are planning to launch an online investment solution
  • Asset managers to understand the state of the market and consumer trends
  • Advice firms who want to understand the key consumer challenges
  • Marketing and PR companies who support the industry and want to learn more
Register Now

Most Recent Webinars

Sustainable Savers Census - Launch

Watch the playback of the launch of our sustainable investing census webinar. 

This report contains detailed feedback from advisers on their attitudes, plans to integrate sustainable investing and the challenges they face. It will explore what providers can do to capitalise on this growing trend and how best to meet client needs in terms of advice, products, and communications.

Who will this help?

  • Platforms
  • Asset managers,
  • Pension providers & banks
  • Sustainability consultants
  • Financial Planners and IFAs
WATCH THE REPLAY

Investor Tracker - Webinar

Watch the playback of our Investor tracker webinar. Track changes in sentiment from March, June and September

Each quarter we survey over 1,500 investors, analysing both market and brand level insights. This webinar will share insights from our Investor Tracker, helping firms to keep up-to-date with the latest in investor behaviours, sentiment and intentions.

Who will this help?

  • PR teams
  • Fund Boards
  • Marketing teams
  • Proposition teams
WATCH THE REPLAY

Sustainable Savers Census - Adviser Focus

Watch the playback of our adviser-focused webinar on our latest sustainable investing report.

This report looks at the interest, attitudes and plans investors, pension holders and savers have with regards to sustainable investing. We also consider feedback from advisers on their attitudes, plans to integrate sustainable investing and the challenges they face.

 

Who will this help?

  • Financial Planners and IFAs

 

WATCH THE REPLAY

MRS Financial Services Virtual Summit 2020

Watch the playback and see Georgina Clarke from Boring Money and Jill Jackson from The big Exchange present findings from the 2020 Great British Sustainable Savers Census at the MRS Financial Services Virtual Summit. 

Interest in sustainable saving is at an all-time high - accelerated by Covid-19. This paper covers consumers needs and expectations, including quantitative and qualitative feedback. We consider issues around performance, the trade-offs people are willing to make and look in detail at our segmentation.

Who will this help?

  • Platforms
  • Asset managers,
  • Pension providers & banks
  • Sustainability consultants
  • Financial Planners and IFAs
WATCH THE REPLAY

   

Past Webinars

It's a brutal time for the markets right now. As much as we tell investors that stock market volatility is inevitable, it’s feels different for consumers who are looking at their own money. It’s scary.

Investors are being triggered by the current market volatility. For many, their retirement plans and life goals may have been drastically affected. Their investment strategies may have had to change. Equally, cash savers may be looking to buy into the discounted market. How can the industry respond to these opportunities?

Value Assessments - Best Practice

The first cohort of asset managers have now published their Value Assessment Statements. Boring Money has taken consumer insights from 8,000+ fund investors and reviewed these statements through this filter. This webinar covered: Which reports are good? What does early Best Practice look like? Do the reports help investors to assess value?

Who did this help?

  • Fund managers
  • Value Assessment leads or sponsors
  • NEDs and iNEDs of asset managers

Watch the replay:


Keep Calm and Carry On Series: 25 March - 6 May

Investor Voices

What are customers' main concerns? What are they planning? We shared new research from consumers which highlighted their questions & helped you adapt your comms strategy to deal with today’s uncertainty and reassure customers.

Who did this help?

  • Marketeers for investing & pensions
  • Industry content producers
  • Financial copy writers

Watch the replay:

Best practice

What exactly does a good customer journey look like? What is the current best practice for UX/UI? Utilising insights from our range of over 30 test accounts, Boring Money shared industry best practice and highlighted the user experience today.

Who did this help?

  • UX/UI experts
  • Those building new propositions
  • Marketing/Product teams

Watch the replay:

Customer segmentation

How can you revise your 2020 strategies & understand changing customer segments? We explored this alongside insights into segments such as female investors & customers close to retirement, from our Data Portal & Online Investing Report.

Who did this help?

  • Marketeers for investing & pensions
  • Product/proposition teams
  • Content producers

Watch the replay:


   

What do investors value?

With the FCA’s requirements to measure & publish value assessments - what do fund investors actually value? 

Our Customer Value Tracker has tracked this with 6,000+ retail fund investors over 18 months. Using Q1 2020 research we explained how the market meltdown affects what value looks like to investors.

Who did this help?

  • Fund managers
  • Value Assessment leads or sponsors
  • NEDs and iNEDs of asset managers

Watch the replay:



   

Advice versus Guidance

This webinar brought together financial advice experts to discuss that most grey of areas – the fine line between guidance and advice.

Who did this help?

  • Financial advisors
  • Platforms
  • Wealth managers

Who spoke?

Watch the replay:



  

Advice - what do today's consumers want?

Get hot-off-the-press findings from our new Advice Report, examining fresh consumer insights into what consumers want from advice – and how COVID-19 has changed this. This session helps you size the potential market, understand changing consumer appetites, and develop a strategy based on fresh research.

Who did this help?

  • Financial advisors
  • Platforms
  • Wealth managers

Watch the replay:


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