01Available
ISA decisions
- Observations
- 9,100
- Sessions
- 3,850
- Visible providers
- 22
- Latest period
- 2026-10
Coverage & methodology
How the data is collected,
How the data is collected,
bounded and published.
This guide describes the observation sources, analytical limits and publication rules that govern all data on this site. Read it before drawing conclusions from any single result.
What is currently covered
Three views of financial planning activity.
The cards below show the sources currently active in the repository. Observation counts and provider tallies are computed server-side; the browser receives only approved aggregate output.
02Available
Retirement planning
- Observations
- 5,050
- Sessions
- 2,000
- Visible providers
- 15
- Latest period
- 2026-10
03Available
SIPP decisions
- Observations
- 3,900
- Sessions
- 1,950
- Visible providers
- 14
- Latest period
- 2026-10
Analytical terms
Key terms used throughout the repository.
Retirement planning combines pension-calculator records with SIPP records explicitly in withdrawal mode across the full collection history. The SIPP view retains both growth and withdrawal activity. These views overlap: their observation and session totals must not be added together. The site-wide unique-record total counts each underlying record once, not unique people.
Combined measures use comparable inputs such as pension pot values and withdrawal choices. Annual withdrawal includes an entered custom amount only when custom withdrawal was selected. Projected income is not treated as an entered withdrawal amount, and SIPP retirement age is not substituted for pension withdrawal age. Measures not captured comparably remain missing for that source and require at least 50 valid values before publication. Sessions are counted within each source, not matched to people across calculators.
Observation
One completed calculator decision in a source table. It is not necessarily one unique person or household.
Session
A technical source reference used to produce combined counts. Session identifiers are never included in public data.
Provider profile
A public summary for a provider appearing often enough in a dataset. It is not a rating, recommendation, ranking or estimate of market share.
Typical value
Usually the median in a published group. A value appears only when there are enough valid numbers to calculate it safely.
Publication rules
The standards that govern public disclosure.
These are methodological constraints, not fine print. They ensure the repository is analytically useful without exposing granular or potentially re-identifiable patterns.
Minimum group size
A group needs at least 50 observations before it is included in a public chart or table. Smaller groups are omitted, not estimated.
No personal data in the dataset
No personally identifiable information is ever collected or processed in the decision data covered by this repository. Names, emails, addresses, IPs, device IDs, source identifiers and session IDs are not part of the analytical dataset, and public pages return combined results only.
Not personal advice
Patterns in the data can inform a question, but they cannot tell an individual what financial choice is right for them.
Research enquiries
Get in touch →
Working with the data? Talk to the team.
We can clarify what the public data covers and discuss research questions without opening a raw-data endpoint.