Site Logo
    • Site Logo
    Advice Report 2025

    Advice Report 2025

    In June, the FCA will publish draft rules for Targeted Support, after years of ‘stop-start’ efforts to create a more supportive environment to help firms tackle the 12.4 million UK adults stuck in the Advice Gap. At the same time, Consumer Duty has shaken up the traditional advice sector, shining a light on ongoing servicing, value for money, and clear fee disclosure and comparison, amongst other things. It is not a dull time!

    Retail Distribution Report

    Retail Distribution Report

    The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel. In the era of Consumer Duty, the need to understand these investors is significant. Direct books alone do not paint a representative picture of demographics, user journeys, costs paid, service or other factors.

    The Winners of the Best Buy Awards 2025

    The Online Investing Report 2025

    Now in its 9th year, the Online Investing Report is Boring Money’s flagship report, used by Boards, CEOs, ExCos and Heads of Marketing to size the market, develop business cases, track competitor developments, review pricing models and trends, read fresh consumer data, monitor market trends, and access £AUA and account forecasts.

    The Winners of the Best Buy Awards 2025

    The Winners of the Best Buy Awards 2025

    Boring Money have revealed the winners of their annual investment awards, crowning six ISA providers and eight pension providers as winners of the coveted Boring Money Best Buy Awards 2025.

    Your Consumer Duty Partner

    We have been working with leading firms on the implementation and operationalisation of all necessary consumer duty initiatives and reporting across products and services to ensure they are compliant and customer-centric.

    I'm a Platform

    I'm a Platform

    I'm an Asset Manager

    I'm an Asset Manager

    I'm an Advice Firm

    I'm an Advice Firm

    Our top picks

    Explore more of our products to gain valuable insights and learn how we can help your strategy and propositions through our services.

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    The retail investor channel has shot up over recent years.

    Assets in non-advised accounts have trebled over the last 9 years and are heading towards £500 billion. And customer accounts have doubled over the last 5 years.

    Vulnerable Customers Report 2022

    Retail Distribution Report

    The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel.

    Report | A Framework for Measuring the Value of Advice

    A Framework for Measuring the Value of Advice

    The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    The retail investor channel has shot up over recent years.

    Assets in non-advised accounts have trebled over the last 9 years and are heading towards £500 billion. And customer accounts have doubled over the last 5 years.

    Vulnerable Customers Report 2022

    Retail Distribution Report

    The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel.

    Report | A Framework for Measuring the Value of Advice

    A Framework for Measuring the Value of Advice

    The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    The retail investor channel has shot up over recent years.

    Assets in non-advised accounts have trebled over the last 9 years and are heading towards £500 billion. And customer accounts have doubled over the last 5 years.

    Vulnerable Customers Report 2022

    Retail Distribution Report

    The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel.

    Report | A Framework for Measuring the Value of Advice

    A Framework for Measuring the Value of Advice

    The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    The retail investor channel has shot up over recent years.

    Assets in non-advised accounts have trebled over the last 9 years and are heading towards £500 billion. And customer accounts have doubled over the last 5 years.

    Vulnerable Customers Report 2022

    Retail Distribution Report

    The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel.

    Report | A Framework for Measuring the Value of Advice

    A Framework for Measuring the Value of Advice

    The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    The retail investor channel has shot up over recent years.

    Assets in non-advised accounts have trebled over the last 9 years and are heading towards £500 billion. And customer accounts have doubled over the last 5 years.

    Vulnerable Customers Report 2022

    Retail Distribution Report

    The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel.

    Report | A Framework for Measuring the Value of Advice

    A Framework for Measuring the Value of Advice

    The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    The retail investor channel has shot up over recent years.

    Assets in non-advised accounts have trebled over the last 9 years and are heading towards £500 billion. And customer accounts have doubled over the last 5 years.

    Vulnerable Customers Report 2022

    Retail Distribution Report

    The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel.

    Report | A Framework for Measuring the Value of Advice

    A Framework for Measuring the Value of Advice

    The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    Over Half of Retail Customers Are Now Self-Directed: What This Means for Asset Managers

    The retail investor channel has shot up over recent years.

    Assets in non-advised accounts have trebled over the last 9 years and are heading towards £500 billion. And customer accounts have doubled over the last 5 years.

    Vulnerable Customers Report 2022

    Retail Distribution Report

    The rise of the self-directed investor is changing the shape of distribution. For many asset managers with retail channels, more than half of all customers will be self-directed, even if today’s £ volumes still come largely from the advised channel.

    Report | A Framework for Measuring the Value of Advice

    A Framework for Measuring the Value of Advice

    The FCA’s Consumer Duty requires regulated financial providers to evidence that they are providing good outcomes for the end customer. This report introduces a framework that can be used as a tool by advice firms to measure and benchmark the outcomes they are providing for their clients.

    Subscribe to Boring Money

    Subscribe to Boring Money Insights

    Subscribe to stay up to date with our latest news, webinars and product launches from Boring Money insights

    Client testimonials

    list of our clients - e.g., BlackRock, Fidelity, Barclays, AJ Bell, Vanguard, etc.

    “Boring Money’s Online Investing Report is by far the best report for anyone wanting a single-source overview of the DIY investing landscape in the UK. Insightful, incredibly readable and hugely useful."

    Kevin DoranKevin Doran
    Kevin DoranFormerly Managing Director D2C, AJ Bell

    "We’ve been delighted to have worked with the Boring Money team for a number of years now. Their consumer insights, reports and support with various workshops we’ve held have been vital in bringing further breadth and perspective to our own understanding, ensuring that we as a business are focusing on the right things to support our customers, and giving us a valuable context to our competitor landscape."

    Stuart WelchStuart Welch
    Stuart Welch Fidelity International
    Site Logo
    A proud member of
    FacebookInstagramLinkedInTwitterYoutube
      Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    |

    We use cookies

    You will see cookie information on different websites and regulation means that we need to ask your permission to use them. We use cookies to improve our website, for analysis of our visitor data, to show personalised content and to give you a great website experience. For more information about the cookies we use open the settings.