Help & Frequently Asked Questions

Wealth Intelligence is designed for professionals working in the UK retail wealth market:

• Financial Advisers & IFAs — understand what clients and prospects are doing in the market before they walk through your door
• Wealth Managers — identify AUM leakage risks and acquisition opportunities using live behavioural data
• Platform Providers — benchmark your positioning against competitors and understand where capital is flowing
• Paraplanners & Practice Managers — use data-driven insights to support client retention strategies and business development
• Compliance & Strategy Teams — monitor market trends and consumer behaviour patterns for regulatory awareness

We offer three core report types, each delivering different levels of market intelligence:

ISA Market Intelligence Report

• Full ISA market analysis with provider rankings, market share shifts, and competitive positioning
• Behavioural segments showing how different saver types are behaving
• Persona profiles with actionable commercial triggers
• Rate sensitivity analysis and switching intent data
• Month-on-month delta tracking across all key metrics

Pension Drawdown Intelligence Report

• Pension pot distribution analysis and withdrawal strategy breakdowns
• Tax-free cash behaviour and lump sum trends
• Retirement age planning data and income projection patterns
• Pension-specific behavioural personas and segment analysis
• Provider comparison and switching behaviour in the decumulation market

Household Wealth Intelligence Report

• Combined view across ISA accumulation and pension decumulation markets
• Household wealth flow indicators and net capital movement signals
• Cross-market persona mapping and relationship intelligence
• Strategic briefing for adviser firms covering both markets

Reports are produced on a monthly cadence, reflecting the previous calendar month's behavioural data. Each report includes month-on-month comparisons so you can track trends and momentum shifts.

We also produce weekly pulse reports for clients who need more frequent updates, covering the most time-sensitive metrics like transfer intent and rate sensitivity.

Data is typically processed and published within the first week of each new month.

Wealth Intelligence data is captured from TFE Group Ltd's proprietary network of financial modelling tools used by real UK consumers. These tools include ISA modelling tools, pension drawdown planners, retirement income projectors, and savings comparison tools.

When consumers use these tools, their anonymised behavioural data is captured — including the providers they compare, the amounts they enter, the rates they seek, and the strategies they explore. This gives us a unique, forward-looking view of consumer intent.

Important: No personally identifiable information (PII) is collected or stored at any point. All data is anonymous and aggregated at source. We never know who individual users are — we only observe behavioural patterns in aggregate.

Sample sizes vary by month and market. Typically, we capture data from thousands of unique modelling sessions per month across both ISA and pension markets. Each report includes the exact sample size and a statistical confidence score so you can assess data reliability.

We apply quality assurance checks to filter out bot traffic, incomplete sessions, and outlier data points. Our QA process ensures that the data presented reflects genuine consumer behaviour.

Wealth Intelligence is a market intelligence and data analytics service. It is not financial advice, and it is not regulated by the Financial Conduct Authority (FCA).

The reports provide aggregated, anonymised behavioural data to help financial professionals understand market trends. The intelligence should be used to inform commercial strategy and client engagement — not as a basis for individual investment recommendations.

TFE Group Ltd operates in compliance with UK data protection legislation (GDPR/UK GDPR) and does not process any personal data in the production of these reports.

Purchasing is simple and takes less than two minutes:

• Step 1: Create a free account on the Wealth Intelligence platform
• Step 2: Browse the available reports on the homepage or your dashboard
• Step 3: Click "Buy Report" on the report you want
• Step 4: Complete payment securely via Stripe
• Step 5: Your report is generated and available for immediate download from your dashboard

All payments are processed securely through Stripe. We accept all major credit and debit cards.

Because reports contain proprietary data and are generated on demand, we are unable to offer refunds once a report has been delivered. Each report is produced specifically for the current period using live data.

If you experience any technical issues accessing your report, or if the report does not match its description, please contact us and we will resolve the issue promptly.

We encourage you to review the sample reports and free dashboard data before purchasing to ensure the product meets your needs.

Each report purchase grants access to a single user account. If multiple team members need access, please contact us about firm-wide licensing options.

We offer volume discounts and enterprise packages for larger firms that need reports distributed across multiple advisers or departments.