Funkled and Focus Partner to Turn Financial Education into Advice-Ready Clients

YORK, U ited Ki gdom a d LEAMINGTON SPA, U ited Ki gdom, July 29, 2026 (GLOBE NEWSWIRE) — Fi a cial educatio platfo m Fu kled has pa t e ed with Focus, the UK advice tech ology p ovide , to combi e f ee, ja go -f ee fi a cial educatio with i stitutio al-g ade pla i g tools, givi g advise s, employe s a d p ovide s a ew oute to mo e e gaged, bette -p epa ed clie ts.

U de the pa t e ship, Focus’s digital clie t e gageme t (DCE) tools, tech ology al eady used by advice fi ms, ba ks a d buildi g societies ac oss the UK, a e embedded di ectly withi Fu kled’s lea i g jou eys. Eve y module Fu kled publishes, whethe o i vesti g, bo owi g o budgeti g, ow e ds with a li ked pla i g tool: a savi gs o i vestme t goal-sette , a debt a alysis tool, o a household budget calculato , e abli g use s to act o what they’ve just lea ed athe tha leavi g with o ly half a idea.

The pa t e ship ma ks Fu kled’s most ambitious co te t push to date. Sta ti g o 1st August, the platfo m will elease a ew lea i g module daily fo 30 days a d a ew podcast episode daily fo 15 days, cove i g topics f om compou d i te est a d pe sio s to be eaveme t a d lasti g powe of atto ey. The co te t is bei g p oduced with a b oad team of collabo ato s i cludi g established i dust y ames such as Oxfo d Risk, I vesco, Zu ich a d Alexa de Hall, alo gside subject specialists like Pe sio Pie, APS Legal, a d Cascade Cash Ma ageme t.

Fu kled was fou ded by Da Russell, who has spe t mo e tha 20 yea s wo ki g with p oduct ma ufactu e s, tech ology p ovide s, life compa ies, i vestme t ma age s a d fi a cial i te media ies. He a gues that the UK’s stalled advice ma ket is ot p ima ily a egulato y o tech ology p oblem, but a educatio al o e: just 8.7% of UK adults cu e tly take fi a cial advice, o ly 17% hold a stocks a d sha es ISA, eight millio wo ki g people have o pe sio , a d seve millio eve shop a ou d fo i su a ce.

Fo advise s, employee-be efit co sulta ts a d p ovide s, the pa t e ship offe s a white-label oute to each a d wa m up p ospective clie ts befo e they eve pick up the pho e. Employe s will be able to desig thei ow b a ded ve sio of the co te t as pa t of wo kplace be efits p og ammes, while advice fi ms will be able to give clie ts, p ospective clie ts o clie ts’ family membe s st uctu ed access to both the lea i g co te t a d the pla i g tools behi d it.

Fu kled is also establishi g a exte al adviso y boa d to guide the platfo m’s developme t, i cludi g Focus’s Mike Hea field a d fo me Beve ley Buildi g Society chief executive Ka l Elliott, a d fou de of GB Ba k a d Cascade D Emma Black.

Da Russell, Fou de of Fu kled, said: “The biggest ba ie to g owth i UK fi a cial se vices is ‘t egulatio , a d it is ’t AI; it’s the fact that most co sume s simply do ‘t u de sta d what we’ e talki g about. Givi g people k owledge o its ow is poi tless if they’ve owhe e to put it i to p actice, a d givi g them tools o thei ow is poi tless if they do ‘t k ow why they eed them. Pa t e i g with Focus lets us close that gap i o e place, fo fa mo e people tha we could each o ou ow .”

Dave Upto of Focus said: “We’ve spe t yea s buildi g tools that e able advice fi ms to delive pla i g to fa mo e clie ts, but much of that capability has, u til ow, eached people o ly o ce they’ e al eady talki g to a advise . Fu kled gives us a way to put the same i stitutio al-g ade tools i f o t of people much ea lie i thei jou ey, a d to b i g them to advise s a d employe s who a e al eady k owledgeable a d eady to e gage, athe tha elyi g o occasio al, ma ual efe als.”

The Focus tools a e al eady live o Fu kled’s platfo m, a d both o ga isatio s pla to expa d the a ge of tools a d co te t available as the pa t e ship develops.

About Fu kled

Fu kled is a f ee, ja go -f ee fi a cial educatio platfo m o a missio to imp ove the fi a cial capability of millio s of people ac oss the UK. Fou ded i 2025 by Da Russell, it delive s lea i g th ough sho t-fo m videos, e-books, quizzes, podcasts a d social co te t. It pai s this with p actical pla i g tools a d pa t e s with leadi g fi a cial se vices b a ds to e su e its co te t emai s accu ate a d i depe de t. Fu kled does ot p ovide egulated fi a cial advice. www.fu kled.com

About Focus

Focus is a awa d-wi i g p ovide of advice tech ology, delive i g t a sfo matio al automatio fo fi a cial advice fi ms, co solidato s, buildi g societies a d platfo ms. Its API-fi st, Azu e- ative platfo m e ables scalable, complia t a d clie t-ce t ic advice jou eys ac oss p otectio , pe sio s a d i vestme ts.

Focus’s tech ology is used by leadi g o ga isatio s, i cludi g NFU Mutual, Skipto , ab d , Sa ta de a d Ba k of I ela d. Fou ded i 1993, Focus b i gs togethe mo e tha 30 yea s of fi a cial advice expe tise a d a desig -led developme t p actice to delive wo ld-class digital solutio s fo the UK a d I ish ma kets.

Media co tact

Ke y Pe ksMa keti g Di ecto , FocusKe y.pe ks@focusadvice.tech

Images available o equest: fou de headshot a d sc ee shots of the Fu kled pla i g tools.

Photos accompa yi g this a ou ceme t a e available at:

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