Publications

Showing 11 to 20 of 595 search results.

11. Research Note: Bridging the advice gap: Estimating the relationship between financial advice and wealth

    Pensions Research notes

    Published: 30/06/2025

    Last modified: 30/06/2025

    We explore the characteristics of people who receive financial advice, and the wealth benefits associated with taking advice.

12. Research Note: Reading between the lines: Understanding of targeted support in retail investments [pdf]

    Research notes

    Published: 30/06/2025

    Annex to research note that explores how consumers respond to communications about targeted support for retail investments.

13. Research Note: Bridging the advice gap: Estimating the relationship between financial advice and wealth [pdf]

    Research notes

    Published: 30/06/2025

    This note explores the characteristics of people who receive financial advice, and the wealth benefits associated with taking advice.

14. Research Note: Reading between the lines: understanding of targeted support in pensions

    Research notes

    Published: 30/06/2025

    Last modified: 30/06/2025

    Examines whether targeted support communications influence how consumers make decisions relating to their pensions.

15. Research Note: Reading between the lines: understanding of targeted support in retail investments

    Pensions Research notes

    Published: 30/06/2025

    Last modified: 30/06/2025

    This note explores how consumers respond to communications about targeted support for retail investments.

16. Annexes: Money talks: Lessons from 2 pilots into large language models for financial guidance [pdf]

    Research notes

    Published: 02/06/2025

    Detailed methodology and results for 2 projects using large language models: simplifying financial concepts; and a guidance chatbot in a cash savings context.

17. Occasional Paper 68: ETF (Mis)pricing

    Research Occasional papers

    Published: 30/05/2025

    Last modified: 30/05/2025

    We investigate how market makers' inventory activities influence ETF mispricing.

18. Occasional Paper 68: ETF (Mis)pricing [pdf]

    Occasional papers

    Published: 30/05/2025

    In this paper, we investigate contributing factors towards the mispricing of ETF shares.

19. Research Note: Money talks: lessons from 2 LLM pilots on consumer guidance [pdf]

    Research notes

    Published: 30/05/2025

    Part of a set of Research Notes to inform discussion on AI topics, this paper relates to 2 large language model pilots on consumer guidance.

20. Research Note: Money talks: Lessons from 2 LLM pilots on consumer guidance

    Consumers Research notes

    Published: 30/05/2025

    Last modified: 02/06/2025

    This note examines the potential usefulness and limitations of large language models (LLMs) in consumer-facing financial services.