Specialist consumer data and insights for investment and pension providers

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.

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Our services include:

Research, tracked data, bespoke projects and regulatory support

From syndicated data to bespoke projects, everything we build starts with the same panel of British savers and investors.

Ongoing customer trackers to evidence needs and benchmark performance

Standardised, comparable data across the market, refreshed on a rolling basis so you're never working from a single snapshot.

Our 2026 flagship reports

Independent, data-led studies your board can act on, each backed by our annual consumer survey programme.

Regulation consultancy

Practical, evidence-based support to help you meet and evidence your Consumer Duty, Targeted Support, and CCI obligations.

Why firms choose Boring Money

Talk to us about your next research project

Whether you need a syndicated data subscription, a bespoke project or support with Consumer Duty, our team can help you scope it.

Subscribe for the latest research and industry insights

Independent, data-led insight into the investment, pensions, and wealth markets, backed by surveys of 35,000+ consumers every year.

Exclusive industry research
Clear analysis of market trends, value and consumer behaviour
Regulatory insight
Practical ideas to bring straight to the Board

I would like to hear from you about products, events, general marketing and other things from Boring Money – including personalised content and ads - but please try not to make them as boring as everything else in finance!