What is Boring Money Insights?
Boring Money Insights is the independent consumer research and data house for UK financial services. We publish syndicated reports, run always-on consumer trackers, deliver bespoke research, and consult on Consumer Duty, Targeted Support, and CCI.
All of our work is built on our own surveys of more than 35,000 UK consumers a year.
Boring Money Rated Investment Trusts
We help financial services firms make better decisions through independent research, market intelligence and strategic consultancy. Combining robust evidence with deep industry expertise, we provide the insight needed to understand changing customer needs, identify opportunities, strengthen propositions and inform business strategy.
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.
Our services
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Latest reports, products, and events
2026 reports
Always-on research trackers
Why firms choose Boring Money
Frequent questions about how Boring Money Insights can support your firm
We're the B2B research and consultancy arm of Boring Money. We produce syndicated research reports, ongoing consumer data trackers, bespoke research projects, and Consumer Duty/Targeted Support/CCI consultancy for financial services firms, all built on our own surveys of 35,000+ UK consumers a year.
Asset managers, banks, investment platforms, robo-advisers, wealth managers and financial advice firms. Anyone who needs evidence on consumer behaviour, market share or product performance.
Our flagship reports are annual deep-dives into a single theme. Our tracker subscriptions (Market Monitor, Platform Investor Tracker, Retail Customer Insights, and the Advised Investor Tracker) run on an ongoing quarterly or monthly cycle, so you can benchmark performance over time rather than relying on a single snapshot.
Yes, our regulation consultancy covers Consumer Duty, Targeted Support, and the Consumer Composite Investments (CCI) regime, including testing your communications with real consumers rather than a compliance checklist alone.
Email our commercial team at enquiries@boringmoney.co.uk to scope a data subscription, bespoke project, report or regulation support.
Testimonials
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Independent, data-led insight into the investment, pensions, and wealth markets, backed by surveys of 35,000+ consumers every year.
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Regulatory insight
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