The Election Forecast
The front page measures where opinion stands if the election were held today. This page is about the actual election, whenever it comes. We don't compress that into one number: an anchor scenario tracks the live picture, five named scenarios describe the ways the country could move, each carries a stated weight, and the weighting is on the record so you can score us later. One full scenario set has already resolved and been retired — its record is below.
Where things stand
Labour holds the lead
How much weight we currently give this: 29.4 in 100
This is the front page projected forward. It tracks the if-held-today picture and refreshes with it.
Between now and the last possible polling day (35 months out), national vote shares can move a long way. The registered per-party spreads at that horizon (one standard deviation, in points): Lab ±9.09 · Con ±7.11 · Lib Dem ±5.79 · Reform ±5.79 · Green ±5.79
Live from the same forecast row as the front page (row 829, engine v2.7-structure-reconciled).
How it could move
Five ways the country could look on polling day instead. Each is a region of possible results with a stated resolution rule — exactly one of the six scenarios will resolve at the election. Seat numbers come from the live constituency model run at each scenario's registered national shares.
The Conservatives recover past Reform
How much weight we currently give this: 23.76 in 100
Resolves this world at the election: C >= R
In this world: Lab majority 50.1% · Reform majority 0% · Con majority 0.1% · no overall majority 49.7%
Trigger: C 30d >= R 30d sustained 28d; C - R = -3.45
One more uncertainty in this world: Where faded Reform votes go decides the Con/Lab seat order inside this world; the weight does not change.
Representative parliament — one point inside this world's band, not its average.
Reform pulls clear
How much weight we currently give this: 18.81 in 100
Resolves this world at the election: R >= 27.0 and R > L
In this world: Lab majority 2.1% · Reform majority 36.4% · Con majority 0% · no overall majority 61.5%
Trigger: R 30d >= 27.0 sustained 28d; distance +3.60 — or — R >= 1.75 x C sustained 60d; ratio 1.173 vs 1.75
Representative parliament — one point inside this world's band, not its average.
Reform collapses
How much weight we currently give this: 11.52 in 100
Resolves this world at the election: R <= 17.0
In this world: Lab majority 53.9% · Reform majority 0% · Con majority 0.5% · no overall majority 45.6%
Trigger: R 30d <= 17.0 sustained 28d; distance +6.40 above
One more uncertainty in this world: Where faded Reform votes go decides the Con/Lab seat order inside this world; the weight does not change.
Representative parliament — one point inside this world's band, not its average.
The bounce fades — Reform back ahead
How much weight we currently give this: 11.51 in 100
Resolves this world at the election: R > L
In this world: Lab majority 0.1% · Reform majority 19.2% · Con majority 0% · no overall majority 80.7%
Trigger: Lab 30d <= 22.65 (B1_Lab - 3.0) sustained 28d; at B1 by construction 3.00pp above — or — R > L sustained 28d; R - L = -2.25
Representative parliament — one point inside this world's band, not its average.
The right splits
How much weight we currently give this: 5 in 100
Resolves this world at the election: X >= 5.0 (X = Restore Britain, or any second national right party in oth)
In this world: Lab majority 57.1% · Reform majority 0% · Con majority 0% · no overall majority 42.9%
Trigger: X >= 5.0 prompted 30d sustained 28d; X = 2.95 (latest per-house mean, stale — see provenance) — or — RB declares > 300 GB candidates; no declaration on record
Representative parliament — one point inside this world's band, not its average.
Same country, wildly different parliaments
Under first-past-the-post, modest differences in national vote share produce enormous differences in seats. Each dot is one named scenario's representative parliament; the live anchor is one of the dots.
326 seats is a majority; the scale runs to 450.
The weighted view
Weighting the six scenarios together gives a single summary — useful, but only honest with its spread attached.
Most seats: Reform 32% · Lab 65% · Con 3% · Lib Dem 0%
Overall majority: Reform 10% · Lab 28% · Con 0% · no overall majority 63%
Weighted seat view (range across the six scenarios): Reform 146 [7–301] · Lab 259 [123–327] · Con 101 [13–191] · Lib Dem 75 [69–82] · Green 12 [8–34] · SNP 18 [11–26]
Scenario weights: Labour holds the lead 29.4 · The Conservatives recover past Reform 23.76 · Reform pulls clear 18.81 · Reform collapses 11.52 · The bounce fades — Reform back ahead 11.51 · The right splits 5 — total 100.
Weights sum to 100. The residual r widens the range and carries no probability.
Resolved & retired
Window burnham-v1 closed 11 September 2026 at E3. Its branch “Labour recovers under a new leader” fired, was confirmed at E1–E3, and is now the baseline of window rev2-w2.
Reform remains clearly ahead
Final weight: 1.2 in 100
Reform 302 · Lab 102 · Con 62 · Lib Dem 83
Labour recovers under a new leader
Final weight: 87.4 in 100
Reform 263 · Lab 185 · Con 55 · Lib Dem 76
Reform slips back moderately
Final weight: 0.4 in 100
Reform 126 · Lab 160 · Con 184 · Lib Dem 80
Reform collapses
Final weight: 0.1 in 100
Reform 6 · Lab 213 · Con 268 · Lib Dem 72
The right splits further
Final weight: 0.2 in 100
Reform 197 · Lab 146 · Con 93 · Lib Dem 91
Reform replaces the Conservatives
Final weight: 0.6 in 100
Reform 388 · Lab 74 · Con 8 · Lib Dem 78
The retired set's full update log (immutable record)
2026-09-26
The markets board was published from an out-of-date copy of the model code between 11 September and 16 September. All 136 updates in that window used the scenario weights adopted at the second evaluation rather than the third.
No published figure has been altered; each affected update is flagged in the provenance record. The publisher now checks that its code and weights match what is adopted before it runs, and refuses to publish if they do not.
Weights: Unchanged (final): Labour recovers 87.4 · Reform ahead 1.2 · Reform replaces Con 0.6 · Reform slips 0.4 · Right splits 0.2 · Reform collapses 0.1 · held back 10 (of 100)
2026-09-16
This scenario set is archived. Its evaluation window closed on 11 September; a re-registered successor framework opened today and no weight here will move again.
The scenario that fired and was confirmed at all three evaluations — “Labour recovers under a new leader” — is no longer a possible future: it is the baseline the polls now describe. Under the rules committed in advance, absorbing a confirmed scenario into the baseline requires a fresh pre-registered framework rather than editing this one, so a successor set of six scenarios around the new baseline was registered today with its own weights and triggers. These weights stand as this set's final record and will still be scored at the general election under this set's own rules. This section moves to a resolved-and-retired record when the successor's page lands.
Weights: Unchanged (final): Labour recovers 87.4 · Reform ahead 1.2 · Reform replaces Con 0.6 · Reform slips 0.4 · Right splits 0.2 · Reform collapses 0.1 · held back 10 (of 100)
2026-09-15
Every date on this page is now read from this update log rather than written into the copy. No weights moved.
Copy only: two sentences still said the last evaluation happened on 31 July — two evaluations stale — and one scenario card carried its trigger date as fixed text. Dated claims (when weights were last evaluated, whether the window is closed, when a trigger fired) are now derived from this log or from the scenario’s own dated fields, so they update themselves at any future evaluation instead of quietly going stale. Definitions, weights and triggers are unchanged.
Weights: Unchanged: Labour recovers 87.4 · Reform ahead 1.2 · Reform replaces Con 0.6 · Reform slips 0.4 · Right splits 0.2 · Reform collapses 0.1 · held back 10 (of 100)
2026-09-11
The “Labour recovers under a new leader” card now states when its weight was set, read from this update log. No weights moved.
Copy only: the card still said its weight was set on 31 July — two evaluations stale. The provenance line (“This weight was set on 11 September 2026 at E3. The window is closed.”) is now derived from the latest logged evaluation rather than written by hand, so it updates itself if a future evaluation point reopens the weights. Definitions, weights and triggers are unchanged.
Weights: Unchanged: Labour recovers 87.4 · Reform ahead 1.2 · Reform replaces Con 0.6 · Reform slips 0.4 · Right splits 0.2 · Reform collapses 0.1 · held back 10 (of 100)
2026-09-11
Third and final scheduled evaluation: “Labour recovers under a new leader” strengthens again (75.2 → 87.4). The evaluation window is now closed.
Eight weeks after the leadership change, the last pre-committed evaluation scored forty-nine fully post-transition polls against the same pre-transition baseline. Labour is up 5.3 points, and the composition test passes a third time: the rise is funded from Green and Liberal Democrat switchers rather than from the right. New this time, the leader’s published approval ratings crossed the threshold set in advance — at the first two evaluations they sat just below it and counted for nothing, so this is the first evaluation at which they add anything. Two honest limits on that: the published recall tables have not been updated since the first evaluation, so the composition evidence is the same evidence scored again rather than new confirmation; and the approval reading is a mean across seven polling houses spanning +5 to +26. An independent precision audit re-derived every step before adoption, and confirmed the result is unchanged whether or not a duplicated poll is included. This was the last scheduled evaluation of this window: the weights now stand until a named event reopens them.
Weights: Labour recovers 87.4 · Reform ahead 1.2 · Reform replaces Con 0.6 · Reform slips 0.4 · Right splits 0.2 · Reform collapses 0.1 · held back 10 (of 100)
2026-08-14
Second scheduled evaluation: “Labour recovers under a new leader” strengthens further (47.6 → 75.2).
Four weeks after the leadership change, the pre-committed evaluation scored twenty-five fully post-transition polls against the same pre-transition baseline. Labour is up close to five points, and the decisive test again: the rise is funded from Green and Liberal Democrat switchers, not from the right — this scenario's specific signature, confirmed by the published recall tables. The update uses the same arithmetic committed before any of these polls existed, and an independent precision audit re-derived every step before adoption — including checking that the result is unchanged when an ineligible large-sample poll and one double-ingested poll are removed from the set. Every other scenario shrinks proportionally; the held-back share is unchanged.
Weights: Labour recovers 75.2 · Reform ahead 7 · Reform replaces Con 3.3 · Reform slips 2.5 · Right splits 1.2 · Reform collapses 0.8 · held back 10 (of 100)
2026-07-31
Scenario descriptions refreshed to reflect the 31 July evaluation, and “Things stay roughly as they are” renamed “Reform remains clearly ahead”. No weights moved.
Copy only: the descriptions of “Things stay roughly as they are” and “Labour recovers under a new leader” were written before the evaluation and still read as if the pre-change picture were the most likely world. The renamed scenario is the same world, definition and trigger — earlier entries' “Stay as-is” refers to it. Definitions and weights are unchanged by this edit — the weights were adopted at the first scheduled evaluation, recorded in the entry below. The “most likely scenario” tag now follows the weights automatically instead of being written by hand.
Weights: Unchanged: Labour recovers 47.6 · Reform ahead 20 · Reform replaces Con 9.4 · Reform slips 7.1 · Right splits 3.5 · Reform collapses 2.4 · held back 10 (of 100)
2026-07-31
First scheduled evaluation after Labour's leadership change: “Labour recovers under a new leader” becomes the most likely single scenario (18 → 47.6).
Andy Burnham was confirmed as Labour leader on 17 July, which fired this scenario's trigger. Under the evaluation rules committed before his confirmation, we scored the eleven fully post-transition polls against the pre-transition baseline: Labour is up about four points, and — the decisive test — that rise is funded almost entirely by voters returning from the Greens and Liberal Democrats, not from the right. That is this scenario's specific signature, so its weight roughly triples and every other scenario shrinks proportionally. The held-back share is unchanged.
Weights: Labour recovers 47.6 · Stay as-is 20 · Reform replaces Con 9.4 · Reform slips 7.1 · Right splits 3.5 · Reform collapses 2.4 · held back 10 (of 100)
2026-07-06
First publication: the six scenarios, their weights, and their triggers.
Initial weights set under the pre-registered scenario framework — committed before any scenario was run through the seat model. One trigger is already armed: Labour's leadership contest is under way, so “Labour recovers under a new leader” gets a dated review when a successor is elected.
Weights: Stay as-is 34 · Labour recovers 18 · Reform replaces Con 16 · Reform slips 12 · Right splits 6 · Reform collapses 4 · held back 10 (of 100)
What changed, and why
Every move is dated and kept. A “Nowcast moved” entry means the anchor tracked the polls and no weight changed; a “Weights moved” entry means an evaluation or trigger changed the weighting itself. Nothing on this page is ever edited in place.
16 September 2026 · Re-cut · rev2-w2-t0
markets-page blend source cutover (INF-105, spec §6): the model-vs-market series steps at this date — the discontinuity is shown, never smoothed.
16 September 2026 · Window opened · rev2-w2-t0
Market-implied weights — not yet computed.
When it lands, this panel will show the scenario weights that best reproduce the prices on our model-vs-markets page, beside ours — display and comparison only; no price enters any weight.
What kind of numbers these are
These are not predictions of what will happen. The six worlds are a partition of the possible results — exactly one of them will turn out to be true — and the weights are how much of the outcome we assign to each. The starting weights were set by a rule fixed in advance, from the historical spread of polls at this distance from an election, with no number chosen by hand. They move only on dated events: a named trigger firing, or the monthly re-evaluation, each written in the log. Three things are stated judgments, not measurements: the boundaries between worlds, the ceiling that stops any world carrying more than 60 in 100 this far out, and how fast an event's effect fades. When a world resolves at the election, we score the weight we had on it, on the record.
The seat numbers inside each scenario come from the same constituency model as the if-held-today picture, run under that scenario's registered shares. This forecast uses no betting-market information. How it all works: methodology.