White-label financial education infrastructure that converts current account holders into confident investors. Compliant with Consumer Duty. Gamified. Ready to deploy.
The FCA's Targeted Support regime goes live on 6 April 2026. The authorisation gateway is already open. For the first time, firms can deliver ready-made investment and pension suggestions to customer segments bridging the gap between guidance and advice. But a suggestion without understanding is just noise.
"Targeted support will be game-changing. It means millions of people can get extra help to make better financial decisions."Sarah Pritchard, Deputy Chief Executive, FCA December 2025
The FCA requires firms offering Targeted Support to ensure consumers understand the suggestions they receive and are placed in a "better position" to make informed decisions. Without an education layer, you can deliver a suggestion but you can't demonstrate comprehension, confidence, or informed consent.
Consumer Duty requires firms to communicate in a way consumers can understand. beatvest education ensures your customers comprehend the suggestions you make with quiz completion data to prove it.
The FCA shifted from requiring "better outcomes" to proving consumers are in a "better position". Education is the clearest, most auditable way to demonstrate this requirement is met.
Firms must regularly review outcomes of their Targeted Support service. beatvest provides engagement data, completion rates, quiz scores, and conversion analytics a ready-made compliance dashboard.
Without an education layer, your ready-made suggestions won't convert across ISAs, pensions, and investments alike. Customers who don't understand won't act.
What is the annual ISA allowance for 2025/26?
We provide the education and engagement layer that sits between your Targeted Support suggestion and customer action for investments, ISAs, and pensions. Fully branded. Gamified. Consumer Duty compliant.
Bite-sized lessons (max 3 min) covering ISAs, pensions, ETFs, risk, compound interest, and drawdown planning. Video, text, and interactive formats.
Streaks, daily quizzes, points, rewards, leaderboards, and levels. Proven to drive daily active users and long-term retention across German banking partners.
Every module ends with a task: open an ISA, calculate pension projections, make a first investment. Learning and doing are woven together.
Tagged content library accessible via API. Your AI agents query by intent and surface verified educational content in context.
Complete rebranding: colours, logo, tone of voice. No beatvest branding visible. SDK for your app, web widget, or standalone experience.
Dedicated modules for pension savers approaching retirement: drawdown vs. annuity, tax-free lump sums, sustainable withdrawal rates.
Our courses are designed conversion-first directly targeting your strategic KPIs for ISA up-sell and cross-sell. Every step seamlessly guides users from learning to action, linking education directly to product completion to drive measurable revenue.
Gamified features like streaks, points, rewards and challenges create consistent engagement keeping your app top-of-mind, strengthening financial habits, and driving the repeat product interactions that Consumer Duty expects from genuinely supportive financial services.
Transform your CRM with Content-Led Activation under Consumer Duty. Trigger personalised nudges, educational modules, and re-engagement flows via email, push and in-app messaging all aligned with your Targeted Support obligations. Move beyond generic product pushes and build trust with a content-first strategy that educates, engages, and converts.
Stay top-of-mind with clients by delivering new, personalised financial content every week without lifting a finger. Your users gain continuous access to FCA-compliant, behaviour-driven modules that update automatically, keeping engagement high and your CRM flows fuelled with meaningful touchpoints that satisfy Consumer Duty's ongoing support obligations.
Combine your Targeted Support programme with beatvest education for ISAs, pensions, or general investments:
Whether you're a high-street bank, a digital platform, or a pension provider, beatvest plugs into your Targeted Support strategy.
Let's explore how beatvest can power your Targeted Support education layer. 30 minutes is all it takes.