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Finance · refreshed weekly

How AI wants pensions

Pensions is decided on attraction: Monzo indexes 130 there against Phoenix Life at 76, a 54-point spread. Affinity separates almost nobody (27 points across the whole category), so being described that way is table stakes here rather than an advantage. Monzo holds the strongest overall profile at 119 — complete desire. But the brand assistants name most often is Vanguard, not the category's market leader: being desired and being named are not the same measurement. Across these 29 brands, attachment tracks being named most closely (rank correlation 0.55).

29 brands · 60 AI answers · 435 dimension scores · measured, never estimated

Attraction Standing out in the answer: named first, described as superior, magnetic and influential.
Affinity Belonging in the answer: tied to identity, values and legitimacy, not just specifications.
Attachment Staying in the answer: recommended again, dependable, easy, part of the routine.
AttractionAffinityAttachment Each whorl lights one ring per index threshold cleared (90 / 96 / 102 / 108 / 115)
Finance

Pensionsupset

#Brand AttractionAffinityAttachment Desire shapeNamed in
1 Monzo: Attraction 130, Affinity 107, Attachment 115Monzo 130 107 115 Complete desire 0%
2 PensionBee: Attraction 120, Affinity 105, Attachment 109PensionBee 120 105 109 Complete desire 0%
3 Hargreaves Lansdown: Attraction 111, Affinity 105, Attachment 108Hargreaves Lansdown 111 105 108 Complete desire 8%
4 Interactive Investor: Attraction 110, Affinity 104, Attachment 109Interactive Investor 110 104 109 Complete desire 8%
5 Legal General: Attraction 107, Affinity 114, Attachment 108Legal & General 107 114 108 Complete desire 3%
6 AJ Bell: Attraction 105, Affinity 104, Attachment 109AJ Bell 105 104 109 Complete desire 7%
7 Vanguard: Attraction 105, Affinity 105, Attachment 106Vanguard 105 105 106 Complete desire 10%
8 Nutmeg: Attraction 113, Affinity 95, Attachment 101Nutmeg 113 95 101 Magnetic but unbought 0%
9 Smart Pension: Attraction 111, Affinity 97, Attachment 102Smart Pension 111 97 102 Magnetic but unbought 2%
10 Freetrade: Attraction 114, Affinity 87, Attachment 101Freetrade 114 87 101 Magnetic but unbought 2%
11 InvestEngine: Attraction 111, Affinity 87, Attachment 105InvestEngine 111 87 105 Performance brand 0%
12 Wealthify: Attraction 111, Affinity 94, Attachment 99Wealthify 111 94 99 Magnetic but unbought 0%
13 Royal London: Attraction 95, Affinity 108, Attachment 102Royal London 95 108 102 Quietly trusted 2%
14 Aviva: Attraction 95, Affinity 102, Attachment 98Aviva 95 102 98 Quietly trusted 3%
15 Barnett Waddingham: Attraction 98, Affinity 101, Attachment 95Barnett Waddingham 98 101 95 Loved, not chosen 0%
16 Fidelity International: Attraction 98, Affinity 102, Attachment 97Fidelity International 98 102 97 Category default 5%
17 NEST: Attraction 93, Affinity 100, Attachment 104NEST 93 100 104 Habit, not love 3%
18 Aegon: Attraction 95, Affinity 101, Attachment 97Aegon 95 101 97 Quietly trusted 0%
19 LV=: Attraction 90, Affinity 105, Attachment 97LV= 90 105 97 Quietly trusted 0%
20 Scottish Widows: Attraction 93, Affinity 102, Attachment 98Scottish Widows 93 102 98 Quietly trusted 2%
21 Standard Life: Attraction 95, Affinity 102, Attachment 97Standard Life 95 102 97 Quietly trusted 2%
22 Zurich: Attraction 92, Affinity 105, Attachment 95Zurich 92 105 95 Loved, not chosen 0%
23 Canada Life: Attraction 89, Affinity 101, Attachment 94Canada Life 89 101 94 Loved, not chosen 0%
24 Just Group: Attraction 92, Affinity 97, Attachment 94Just Group 92 97 94 Loved, not chosen 0%
25 Master Trust: Attraction 90, Affinity 97, Attachment 97Master Trust 90 97 97 Quietly trusted 0%
26 Peoples Pension: Attraction 89, Affinity 95, Attachment 95Peoples Pension 89 95 95 Fading 0%
27 Prudential: Attraction 89, Affinity 100, Attachment 92Prudential 89 100 92 Loved, not chosen 0%
28 NOW: Pensions: Attraction 83, Affinity 87, Attachment 91NOW: Pensions 83 87 91 Fading 0%
29 Phoenix Life: Attraction 76, Affinity 89, Attachment 85Phoenix Life 76 89 85 Fading 0%

Indexed against the pensions average of 29 brands (100 = the category), measured across 60 AI answers in the latest weekly run.

Driver by driver

Where the category actually separates. A wide spread means assistants describe these brands very differently on that driver; a narrow one means it is table stakes.

Attraction

54-point spread · tracks being named 0.30
Monzo130
Phoenix Life76

The widest field of the three: this is where the category separates.

Attachment

30-point spread · tracks being named 0.55
Monzo115
Phoenix Life85

Real separation, but not the category’s defining contest.

Affinity

27-point spread · tracks being named 0.42
Legal & General114
NOW: Pensions87

The tightest of the three: most brands land close together here.

The shapes AI leaves these brands in

Three indices make a profile, and profiles fall into recognisable shapes. A brand that is magnetic but unbought has a different problem from a habit nobody loves — and a different thing to build next.

Monzo: Attraction 130, Affinity 107, Attachment 115
Complete desire
Wanted, belonged-to and repurchased — the rare full spiral.
Monzo · PensionBee · Hargreaves Lansdown · Interactive Investor · Legal & General · AJ Bell · Vanguard
Nothing obviously missing.
Nutmeg: Attraction 113, Affinity 95, Attachment 101
Magnetic but unbought
AI admires it and forgets to recommend buying it again.
Nutmeg · Smart Pension · Freetrade · Wealthify
Build next: attachment
NEST: Attraction 93, Affinity 100, Attachment 104
Habit, not love
Recommended for reliability and ease; nobody calls it exciting.
NEST
Build next: attraction
Royal London: Attraction 95, Affinity 108, Attachment 102
Quietly trusted
Legitimacy carries it; it is rarely named first.
Royal London · Aviva · Aegon · LV= · Scottish Widows · Standard Life · Master Trust
Build next: attraction
Barnett Waddingham: Attraction 98, Affinity 101, Attachment 95
Loved, not chosen
Identity and values without superiority or habit.
Barnett Waddingham · Zurich · Canada Life · Just Group · Prudential
Build next: attachment
Fidelity International: Attraction 98, Affinity 102, Attachment 97
Category default
Parity on all three: the safe answer, never the interesting one.
Fidelity International
Build next: attraction
InvestEngine: Attraction 111, Affinity 87, Attachment 105
Performance brand
Superior and dependable, but it belongs to nobody.
InvestEngine
Build next: affinity
Peoples Pension: Attraction 89, Affinity 95, Attachment 95
Fading
Below the benchmark everywhere; the answer has moved on.
Peoples Pension · NOW: Pensions · Phoenix Life
Build next: attraction

What assistants actually talk about

The sixteen dimensions underneath the drivers, scored 0–10 on how the answers describe each brand. Spread is the distance between the strongest and weakest brand: the widest are where a brand can still separate itself, the narrowest are the price of entry.

Where brands separate

DimensionDriverCategory avgStrongestSpread
Heritage & Authority Affinity 7.3 Legal & General 9.0 5.3
Boldness & Creativity Attraction 6.0 Monzo 9.0 5.0
Innovation & Technology Attraction 6.6 Monzo 9.0 4.3
Lifestyle Fit & Identity Affinity 6.0 Monzo 9.0 4.3
Style & Aesthetic Attraction 6.2 Monzo 9.0 4.3

Where everyone reads alike

DimensionDriverCategory avgStrongestSpread
Reliability & Consistency Attachment 7.5 Barnett Waddingham 8.3 1.6
Quality & Performance Attraction 7.4 Hargreaves Lansdown 8.3 2.0
Value & Pricing Attachment 6.9 InvestEngine 8.3 2.3
Trust & Credibility Affinity 7.8 Legal & General 9.0 2.3
Customer Service & Support Attachment 6.8 Monzo 8.0 2.3

Does desire track being recommended?

Rank correlation between a brand's driver index and the share of answers naming it, across the 29 indexed brands in this category. A relationship inside one run's answers — descriptive, never causal, and easily moved by a single brand at this sample size.

Attraction0.30
Affinity0.42
Attachment0.55

Method & limitations

Every week, each category runs a fixed set of unbranded consumer prompts against ChatGPT, Claude and Gemini. A separate model reads the answers and scores every brand named in them across 16 perception dimensions, 0–10. Those dimensions are grouped into the three Drivers of Desire from the Havas Science of Desire framework, and each brand's driver score is indexed against the average of every scored brand in its category — 100 is the category, 115 is fifteen per cent above it.

This measures how AI assistants describe brands in their answers. It is not a survey of people, and it is not an endorsement: the scores are a reading of machine-generated text at the time of the run, and relationships between drivers and how often a brand is named are correlational. A brand needs at least six scored dimensions in a run to be indexed, and a category needs at least four such brands to get a board. See the full methodology.