Designing Targeted Support Final Report - Flipbook - Page 3
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Contents
About TISA ..........................................................................................................2
Executive Summary.............................................................................................5
Background .........................................................................................................6
Research Objectives ............................................................................................7
Experimental Design ...........................................................................................8
Phase 1: Survey of Investing Attitudes and Attitudinal Traits ................................................... 8
Phase 2: Randomised Controlled Trial of Attitudinal Targeted Support ................................... 9
Results .............................................................................................................. 10
Targeted Support Increases Investing .................................................................................... 10
Attitudinal Targeted Support Outperforms Demographics Alone .......................................... 10
The UK Preference Effect ....................................................................................................... 10
Larger Effects for Women, Lower Incomes and New Investors .............................................. 11
Consumer Comfort with the Process ...................................................................................... 12
Caveats and Further Research ........................................................................... 12
Interaction with Improved Risk Warnings ......................................................... 13
April 2026
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