Public Financial Planning DataUPDATED 2026-10-19
UK financial planning decisions,
observed at scale.
Drawn from real planning activity across ISA, pension and SIPP products, Wealth Intelligence publishes aggregate data on how the UK saves, invests and plans for retirement. Includes the full collected history and grows as new data is collected.
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Collection period11 Feb 2025 – 18 Oct 2026Full collected history
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Unique records17,700Counted once across overlapping views
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MethodologyHow to read the dataCoverage, limits and publication rules
Decision datasets3ISA · Retirement · SIPP
Selected analysis
ISA decisions
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Wealth intelligence | Aggregate OnlyHover a markInspect a cohort or monthThe chart will show the selected statistic here.
Visible sample——
Typical value—Median of visible groups
Spread—P25 — P75
Outlier watch—Robust IQR rule
Disclosed series
Groups in the selected view
| Group | Observations | Median | Mean | P25 — P75 | Signal |
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Source: Wealth IntelligencePublic repository · aggregate data only · not financial advice
Provider profiles
Where the data names providers.
Providers named in sufficient volume receive a published profile drawn from the aggregate data. Each profile shows how observed decisions compare to the market — without ranking, endorsement or market-share claims.
Browse provider profiles →Publication standards
What the data shows and what it does not.
Groups with fewer than 50 observations are not published. No individual responses are included. The methodology sets out what the data covers and where it has limits.
Read the methodology →