Free insights drawn from the latest UK ISA, pension, and household wealth data — written for wealth managers and IFAs.
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.