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Targeted Support

Targeted Support Partnership Programme

The FCA’s CP25/17 consultation sets out a clear vision for targeted support: firms must deliver ready-made suggestions to clients in common situations, underpinned by robust segmentation, clear communications, and ongoing evidence of consumer understanding and good outcomes. Years of experience tracking consumer research, market data and providing the “voice of the customer” to the industry means Boring Money is uniquely positioned to help you meet—and evidence—these requirements at every stage.


How we are helping clients with Targeted Support

Our extensive support of firms through Assessment of Value and Consumer Duty has enabled us to develop robust research, implementation and validation frameworks to support good regulatory outcomes and customer-centric servicing.

Our Targeted Support Partnership Framework helps firms navigate the full journey to authorisation, covering every stage of consumer engagement, from guidance through to regulated advice.

How our Targeted Support programme works:

1. Segmentation and journey prioritisation

Helps firms define the right consumer cohorts using demographic, behavioural and attitudinal data.

2. Disclosure design and consumer testing


Designs and tests disclosures with real consumers to ensure clarity, accessibility and compliance.

3. Journey mapping, build support and advisory

Maps end-to-end journeys, identifies pain points and redefines service design.

4. Monitoring, consumer testing and authorisation support

Provides iterative testing, post-launch monitoring and independent evidence for authorisation.

Nike Trost with Holly at Boring Money 2025 - Change and Growth

At the heart of the conversation

We were joined by Nike Trost, Head of Department – Asset Management and Pensions Policy for the Financial Conduct Authority, at our fourth annual conference, Boring Money 2025 - Change and Growth. This article is a summary of the speech given by Ms Trost, along with her responses to CEO Holly Mackay’s questions.

The FCA’s Nike Trost shared the regulator’s latest thinking on Targeted Support, advice guidance, and improving investor disclosures


Speak to us

We are already working with a variety of firms to bring their Targeted Support offering to market.

Contact us at mikhail@boringmoney.co.uk to discuss how you can join our Targeted Support programme, and how we can help you deliver—and prove—better outcomes for your customers.