Plain-English research about ISA, retirement and SIPP decisions, with the evidence and limitations kept close to the story.
Our latest ISA market intelligence reveals significant shifts in capital allocation across Cash and Stocks & Shares ISAs. Transfer intent has risen sharply among younger demographics, with provider switching accelerating ahead of the new tax year.
A deep dive into UK ISA data covering Cash vs Stocks & Shares allocation, transfer patterns, provider market share, and demographic trends. Essential reading for anyone tracking UK retail investment flows.
Platform-reported AUM figures tell one story. Real-time consumer behaviour tells another. Our ISA provider market share data reveals which platforms are gaining and losing ground among active UK ISA investors.