Media & Press
Unvravelling behavioural insights
Explore our core research insights & behaviours on UK financial trends that support your articles & research.
Grow. Together
Our Process
A Bit About Us...
TFE Group is a leading financial data analytics & intelligence firm founded in 2025 by James Warwick, a former FTSE 100 AI Strategy Director, in order to gain deeper insight into financial trends, provider choice and UK consumer financial behaviour.
We offer our API & market reports to leading financial service providers with competitor insights and deep segmentation analytics for marketing & product teams. All of our data is completely anonymous both at-source and in our products and services. We are fully GDPR-compliant and never use PII data.
We are based in Edinburgh, Scotland and are proud to be contributing to a growing scene of data & AI companies based in Scotland.
Key Facts From Our Reports.
Q1 2025 ISA Market Report
"Our findings reveal a market dominated by Cash ISAs (85.3%) with an average interest rate of 3.8%, though with significant variations across providers. Traditional banks continue to maintain substantial market share, but face increasing competition from agile fintech platforms that are capturing younger demographics through competitive rates and innovative features"
Q1 2025 ISA Market Report
"Nationwide, the leading banking provider in the traditional banks segment appears to be having success with mid-career professionals (35-44) with moderate savings capacity and retirees with larger lump sums."
Q1 2025 ISA Market Report
"Barclays has successfully captured the young adult market (18-24), offering competitive rates to attract first-time ISA holders with moderate initial deposits but strong monthly contribution potential."
Q1 2025 ISA Market report
"Chip has successfully captured mid-career professionals with moderate initial savings but strong ongoing contribution capacity"
ISA Reports & Data Methodology
ISA Reports
Our Q1 2025 report detailed behavioural and demographic trends captured from our data collection resources.
Our data is not intended to be a comprehensive view on the entire ISA market, this is beyond the scope of any single business, we instead intend to capture a slice of the market and from this understand & infer broader trends in the landscape including, but limited to, the following:
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Behavioural trends
Increases / decreases in transfers from one provider to another, increase in proposed monthly contributions.
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Demographic data
Provider choice amongst UK population segments including age range, income levels, first-time ISA holders.
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Provider & adoption data
Increase / decrease in first-time ISA holders, new providers gaining / losing traction, stocks vs cash isa interest, monthly deposits.
Trading & Investment Reports & Data Methodology
Trading & Investment Reports
Our trading & investment API captures real-time data from our data collection tools on retail investor instrument & provider choice, preferences and risk sizing.
Our trading & investment reports do not intend to capture the entire landscape of trading or investing, they do however, provide insight into retail trading sentiment, timing, positioning and risk behaviours including provider-specific data.
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Broker preference data
All trading data comes with broker data for a deeper understanding of broker clientele, risk behaviours and instrument choice.
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Risk behaviours
Risk-reward behaviours, stop loss levels, take profit levels and real-time instrument lot sizing and positioning data.
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Instrument data
Understanding stock, forex and index related trading behaviours amongst retail traders for detailed behavioural insight.
Pensions & Annuity Reports & Data Methodology
Pension Reports (Coming Soon)
Our pension reports are designed to inform pension providers and financial services providers about behavioural data & trends in the pension space, related to drawdown behaviours investment decisions and annuity choice.
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Lump sum drawdown & MPAA
Helping financial service providers get a clearer picture of drawdowns & % of MPAA violations
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Annuity Providers vs Self-Invested
Increase / decreate in annuities, provider selection for annuities, contribution towards annuity, annuity income & investment income.
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Behavioural & demographic data
Increase / decrease in upcoming annuity choice vs drawdowns based on retirement ages, preferred providers based on cohorts etc.
For businesses of all sizes
Leading First-Party Data, The Right Way.
Explore the ways we can support your articles.
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Drop us a line
Fill in this form or send us an email with your enquiry.
Or come visit us at:
5 South Charlotte Street, Edinburgh, Midlothian, EH42AN
Frequently Asked Questions
Got any questions? we’re here to help
Can’t find what you’re looking for? Need a quote or insight for an upcoming article, don’t hesitate to reach out!
TFE is a leading data intelligence provider of first-party UK financial data related to pensions, ISAs and investments for the financial services industry.
We are happy to provide a quote for media related to our market insights – please get in touch to get a quote and / or data for your article.
Yes, all our data comes from first-party records and so are verifiable and can be used in your articles. Our insights reveal behavioural data, demographic data, provider data and much more.
Only financial institutions have to pay for access to our data either in the form of a comprehensive market report or real-time API. For media we do not provide the comprehensive suite of tools, we instead demonstrate data specific to your use case and article.
No, we do not publish our data on third-party sites so you will have to contact us for data access.
