This report, “UK Defence Investment: From Policy to Pipeline,” takes the MOD’s £298bn Defence Investment Plan (published 30 June 2026, covering FY2026/27–2029/30) and tests its eleven headline capability commitments; nuclear, homeland defence, drones, munitions, digital targeting, combat air and more against live market data from Defence Contracts International (239 pre-market notices, 441 live tenders and 1,083 awards worth £31bn). The report comes at a crucial time because it exposes a “plan-vs-actual” gap: 82% of captured award value still sits with legacy estate, IT and maritime sustainment spend rather than the DIP’s new capability lines, meaning most of the flagship programmes…
