What was Boring Money’s involvement?

Boring Money designed and delivered the research programme on Quilter's behalf. This included:

• Reviewing and analysing existing industry and Boring Money research.
• Running a research workshop to shape objectives and methodology.
• Conducting 11 qualitative focus groups with investors and savers.
• Carrying out a quantitative survey of 2,002 UK adults.

Analysing the findings and identifying key themes around investing behaviours, financial decision-making, attitudes to advice, the role of AI, common financial mistakes and areas where consumers may benefit from support or advice.