Farage Signals Openness to Conservative Party Deal as Reform UK Polls Decline
TL;DR
Reform UK's polling lead has narrowed from 34% to 24% since September 2025, prompting Nigel Farage to privately signal openness to an electoral accommodation with the Conservatives — even as both party leaders publicly deny any such plans. Polling data from Lord Ashcroft suggests a combined right-wing ticket would actually poll ten percentage points below the two parties' separate totals, complicating the electoral arithmetic that makes a deal look obvious on paper.
Nigel Farage told donors he expects an electoral deal with the Conservatives before the next general election, describing such an arrangement as "inevitable" . Hours later, he dismissed the account, insisting: "I would never do a deal with a party that I don't trust. No deals, just a reverse takeover" . This contradiction — private expectation of partnership, public insistence on domination — captures the central tension in British right-of-centre politics in April 2026.
Reform UK still leads in the polls, but the margin is shrinking. The Conservatives refuse formal negotiations, but their MPs keep defecting. And the electoral mathematics that seem to demand unity contain a trap: the voters who would be lost in a merger may outnumber those gained.
The Polling Slide
Reform UK's national vote share has fallen roughly ten percentage points in seven months. In September 2025, multiple pollsters placed the party at or near 34%. By April 2026, YouGov's Westminster tracker showed Reform at 24%, with the Conservatives, Greens, and Labour clustered within two to three points of each other in a fight for second place .
The decline has not been uniform. Focaldata's first Westminster poll of 2026 showed Reform at 26%, down three points from its previous survey . Freshwater Strategy recorded a four-point drop, and a Find Out Now poll found a similar decline in mid-April . Ipsos placed Reform at 25% in its April 9–15 fieldwork, down one point from March but still holding a six-point lead over the Conservatives at 19% .
The Electoral Reform Society described the March 2026 landscape as one of "continued fragmentation," with no single party commanding even a quarter of voters in most polls . This fragmentation is the backdrop against which talk of a deal has intensified: if neither Reform nor the Conservatives can win alone, the logic of combination becomes harder to resist.
The 2024 Vote-Split: 171 Seats in Question
The case for a deal rests heavily on what happened at the July 2024 general election. Reform UK won 14.3% of the national vote but only five seats — under 0.8% of the House of Commons — because its support was spread too thinly under first-past-the-post .
The damage to the Conservatives was far more severe. Of the 244 seats the Tories lost, the Reform vote exceeded the gap between the Conservatives and the winning candidate in 171 cases . More specifically, in 137 seats lost to Labour and 26 lost to the Liberal Democrats, the combined Conservative and Reform vote share was greater than the winner's share .
Among 2019 Conservative voters who turned out in 2024, 27% switched to Reform — a defection rate far higher than the flows to Labour or the Liberal Democrats . Bloomberg's analysis found that Reform saw its greatest gains in 80% of the more than 250 seats ceded by the Tories under Rishi Sunak .
On paper, reuniting these votes looks transformative. In practice, the arithmetic is less straightforward.
The Ashcroft Paradox: 1 + 1 ≠ 2
Lord Ashcroft's polling, published in February 2026, tested what would actually happen if Reform and Conservative voters were asked to back a joint ticket. The answer was sobering for advocates of unity .
A combined right-wing ticket would poll at approximately 36.4% — a full ten percentage points below the aggregate of what the two parties achieve separately . Even under generous assumptions where three-quarters of wavering voters came along, the combined ticket would reach only 38.7% .
The asymmetry driving this gap is stark. While 91% of current Reform supporters said they would prefer Kemi Badenoch over Keir Starmer in a forced choice, only 62% of current Conservative voters said they would prefer Farage over Starmer . More than two-thirds of the "lost" voters — those who would back one party alone but not a combined entity — came from the Conservative side .
This finding challenges the assumption that vote-splitting is a simple coordination problem. A significant minority of Conservative voters would rather back Labour or abstain than vote for a ticket associated with Farage. The deal that is supposed to unite the right could, paradoxically, drive a portion of the right toward the centre.
What Structures Are on the Table?
The proposals being discussed — or denied — span a wide range:
Full merger: The most radical option, combining both parties into a single entity. YouGov polling of Conservative members before the 2025 conference season found 46% supported a full merger . But Reform's internal dynamics make this difficult; the party is controlled by Farage through a company structure, and merging would require resolving fundamental questions about governance, candidate selection, and leadership.
Electoral pact or non-aggression agreement: Under this model, each party would stand aside in seats where the other has a better chance of winning. Some 64% of Conservative members supported this approach . The precedent is the 2019 general election, where Farage withdrew Brexit Party candidates from Conservative-held seats — a decision he later said left him feeling "betrayed" .
Confidence-and-supply arrangement: A post-election agreement where Reform would support a Conservative government on key votes without entering a formal coalition. This avoids the pre-election complications of candidate selection but requires both parties to win enough seats to form a working majority together.
"Reverse takeover": Farage's preferred framing — not a deal between equals but Reform absorbing or dominating a weakened Conservative Party. Political journalist Peter Kellner described the strategy: "Attract a dozen more Tory MPs, create panic in the Conservative Party, win the votes of even more right-of-centre electors, and dictate surrender terms to the Tories soon after" .
The Defection Wave
The "reverse takeover" strategy has been playing out in real time. Since mid-2025, at least 21 current or former Conservative MPs have defected to Reform . The most significant departures came in January 2026:
Robert Jenrick, who had finished second in the 2024 Conservative leadership contest, was sacked by Badenoch from the shadow cabinet for plotting to defect — and then defected hours later, becoming Reform's sixth MP .
Suella Braverman, a former Home Secretary under both Boris Johnson and Rishi Sunak, joined Reform on January 26, 2026, telling a party event that "it feels like I've come home." She became the most senior former minister ever to join Farage's party .
Nadhim Zahawi, a former Chancellor of the Exchequer, also crossed the floor. Senior Conservative sources responded by briefing journalists about his alleged attempts to secure a knighthood .
The Conservative leadership has reacted aggressively. When Braverman left, the initial party response included a reference to her mental health — a remark widely condemned as below the belt, which was retracted within hours. Badenoch later apologised .
Badenoch's Line in the Sand
Kemi Badenoch has been unequivocal in public. "How do you do a deal with liars?" she told The Telegraph. "The people who are dishonest and try and hurt other people are leaving the Conservative Party and going to Reform, so my message to Nigel Farage is Robert Jenrick is not my problem, he's your problem" .
A Conservative spokesperson told Sky News that no pacts or deals will be considered while Badenoch is party leader . This position reflects both personal conviction and strategic calculation: Badenoch's pitch to Conservative members was that she would rebuild the party on its own terms, not by accommodating Farage.
But the party is divided. Former Cabinet Ministers Esther McVey and Brandon Lewis publicly called for cooperation with Reform ahead of the 2025 local elections . A ConservativeHome survey from March 2026 found members "rally behind Badenoch but remain split on a Reform pact," with 44.2% opposing any deal and wanting to contest every seat .
The tactical voting data also complicates Badenoch's position. YouGov found that in a head-to-head scenario where only the Conservatives and Reform can win a seat, the Conservatives now lead Reform by seven points (31% vs. 24%) — a shift from the previous year when they were effectively tied . This suggests the Conservative brand still has pull in certain configurations, giving Badenoch ammunition to argue that her party can win without Farage.
The Reform Base Problem
From Reform's grassroots perspective, a deal with the Conservatives is not liberation — it is surrender. Many members joined explicitly to replace the Tories, not rescue them .
The party has experienced internal tensions as high-profile Conservative defectors have arrived. The LSE's Andrew Gamble warned that Reform is "at risk of absorbing so many former Tories that it starts to look like the establishment it denounces" . Jenrick, Braverman, and Zahawi were all cabinet ministers in the governments that Reform voters rejected.
A faction described as "Grassroots Loyalists" has clashed with "Modernisers" over candidate selection and party direction, with some regional branches reporting cancelled memberships following the defection announcements . Major donors have reportedly paused contributions until the party's internal structure stabilises .
Lee Anderson, one of Reform's most prominent MPs, was emphatic in December 2025: "Read my lips: no pact" . The gap between the leadership's private signals and its public stance — and between both and the base's preferences — is a fault line that any formal deal would have to cross.
The International Pattern
The Reform-Conservative dynamic has parallels in other democracies where right-populist parties have challenged established centre-right parties. The outcomes vary, but a consistent pattern emerges: the populist party tends to end up on top.
Italy: Giorgia Meloni's Fratelli d'Italia (Brothers of Italy) did not merge with its coalition partners. Instead, it grew from a minor party to the dominant force in the Italian centre-right coalition. In the 2022 general election, FdI won 26.2% — far ahead of both Matteo Salvini's Lega and Silvio Berlusconi's Forza Italia, which each won around 8% . Meloni became prime minister not through merger but through outperformance within a coalition framework.
France: In June 2024, Éric Ciotti, then president of Les Républicains (LR), announced an alliance with Marine Le Pen's Rassemblement National for the snap legislative elections . The party revolted. The executive board expelled Ciotti unanimously (though a court initially reinstated him), Senate President Gérard Larcher declared he would "never under any circumstances" validate such an agreement, and the party split . The alliance produced modest results for Ciotti's faction while LR was left diminished and divided.
Australia: Pauline Hanson's One Nation has moved from pariah status — Hanson was disendorsed by the Liberal Party in the 1990s — to an increasingly formalised preference-dealing arrangement with the Liberal-National Coalition . Preference deals began appearing at the 2022 federal election and expanded in 2025. But there has been no formal merger; the relationship remains that of "frenemies," with the parties cooperating on preferences while competing for the same voters in overlapping seats .
The pattern suggests that formal mergers between populist and establishment right parties are rare. What happens more often is absorption — the populist party gradually becomes the senior partner, either through coalition dynamics (Italy), attempted alliance followed by party crisis (France), or informal preference cooperation (Australia). For the Conservatives, this is the Farage scenario they fear most: not a deal between equals, but a process that ends with Reform as the dominant right-of-centre force and the Conservative Party as its junior partner.
Timeline Pressures
The next UK general election must be held by August 15, 2029, with Parliament automatically dissolving on July 9, 2029 unless called earlier . That timeline is both long enough to allow for dramatic political realignment and short enough to impose practical deadlines.
Farage has framed the May 2026 local elections as the "single most important event" before the next general election, announcing plans to spend more than £5 million — "every single penny in the bank account" — on direct mail and social media campaigns . Reform's performance in the 2025 local elections was historically strong: the party won 677 seats (41% of all seats contested), took control of 10 councils for the first time, and achieved a projected national vote share of 30% — higher than UKIP's 23% at the 2013 local elections .
If Reform performs strongly again in May 2026, it strengthens Farage's hand in any negotiation. If the party's polling decline translates into disappointing local results, the pressure to seek an accommodation with the Conservatives grows — but from a weaker bargaining position.
Candidate selection for the next general election is already underway in both parties, though most selections will be finalised in 2027 and 2028. Any formal electoral pact would need to be agreed well before selections are locked in, because standing aside in specific seats requires early coordination. The longer both parties wait, the harder a pact becomes to implement — and the more likely the default outcome of full competition in every constituency.
The Calculus of Ambiguity
The current situation serves both leaders' short-term interests. Farage benefits from the impression that a deal is possible — it signals to Conservative voters and donors that Reform is a viable vehicle for power, not a protest movement. Badenoch benefits from refusing a deal — it maintains her authority over a party that is losing members and MPs, positioning herself as the leader who will rebuild on principle rather than capitulate.
But ambiguity has a shelf life. The 2026 local elections will force a reckoning: either Reform's ground operation proves it can win without the Conservatives, or its polling decline exposes the limits of a party that still lacks deep local roots in many areas. Either the Conservative defection wave continues, weakening Badenoch's position, or it slows, validating her strategy of aggressive resistance.
The polling evidence suggests that a formal merger would lose more voters than it gains — Lord Ashcroft's ten-point gap between the parties' separate and combined totals is the most inconvenient number in British right-wing politics . But an informal accommodation — standing aside in select seats, coordinating campaign messaging, or agreeing to a post-election arrangement — could capture some of the benefits of unity without triggering the full backlash.
Whether the two parties can agree on such a middle path, given the personal animosity between their leaders and the divergent expectations of their bases, remains the open question at the centre of British conservatism.
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Sources (31)
- [1]Nigel Farage denies reports he expects election deal with Tories to pave Reform's path to Downing Streetlbc.co.uk
Farage dismissed accounts of remarks to donors about an 'inevitable' deal, saying 'sometimes people hear what they want to.'
- [2]Voting intention, 12-13 April 2026: Ref 24%, Con 19%, Grn 18%, Lab 17%, LD 13%yougov.com
YouGov's latest Westminster voting intention tracker places Reform at 24%, with Conservatives, Greens and Labour within two points of each other.
- [3]Reform hold 6-point lead over Labour and the Conservativesipsos.com
Ipsos polling from April 2026 shows Reform at 25%, down from earlier highs but maintaining a clear lead over the Conservatives at 19%.
- [4]Westminster voting intention: Reform's lead drops to 5 pointsfocaldata.com
Focaldata's first Westminster voting intention poll of 2026 showed Reform UK on 26%, down three points.
- [5]Reform UK have just had their worst ever week of pollingthelondoneconomic.com
Freshwater Strategy recorded a four-point decline for Reform; Find Out Now also found a four-point drop in mid-April 2026.
- [6]UK Opinion Pollsipsos.com
Ipsos Westminster voting intention data collected April 9-15 2026 shows Reform at 25%, down one point from March.
- [7]Polling breakdown from March 2026: Latest polls see continued fragmentationelectoral-reform.org.uk
The Electoral Reform Society describes the March 2026 polling landscape as one of continued fragmentation with no single party commanding a quarter of voters.
- [8]UK election results 2024: Why do some popular parties win so few seats?aljazeera.com
Reform UK won 14.3% of the vote but only five seats — under 0.8% of the House of Commons — under first-past-the-post.
- [9]Reform UK Surge Turned a Labour Election Win Into a Tory Wipeoutbloomberg.com
Of 244 Tory seats lost, the Reform vote exceeded the Tory losing margin in 171 cases. 27% of 2019 Tory voters switched to Reform.
- [10]2024 General Election — Electoral Reform Societyelectoral-reform.org.uk
In 137 seats lost to Labour and 26 lost to Lib Dems, the combined Conservative and Reform vote share exceeded the winner's share.
- [11]Unite the right, hold the centre — Lord Ashcroft Pollslordashcroftpolls.com
A united right-wing ticket would poll at 36.4% — ten points below the two parties' separate totals. Only 62% of Tory voters prefer Farage over Starmer.
- [12]Can the Conservatives and Reform UK Unite the Rightukpolitical.info
Peter Kellner described Farage's strategy: attract more Tory MPs, create panic, then dictate surrender terms to the Conservatives.
- [13]Reform UK — Wikipediaen.wikipedia.org
21 current or former Conservative MPs have defected to Reform UK since mid-2025.
- [14]Conservative Party leader Kemi Badenoch sacks rival after 'plot' to defect to Reform UKeuronews.com
Badenoch sacked Jenrick from the shadow cabinet for plotting to defect; he joined Reform hours later.
- [15]Kemi Badenoch bids to steady Tories after Robert Jenrick's defection to Reformirishtimes.com
Badenoch responded aggressively to defections, saying 'How do you do a deal with liars?' Conservative sources briefed against departing MPs.
- [16]Former Home Secretary Suella Braverman becomes latest Tory defect to Reform UKlbc.co.uk
Braverman told a Reform veterans event she had resigned from the Conservative Party after 30 years, becoming the most senior former minister to join Farage's party.
- [17]Suella Braverman defects: is Reform becoming a magnet for Tory baggage?theconversation.com
Analysis of whether absorbing former Conservative cabinet ministers risks making Reform look like the establishment it claims to oppose.
- [18]Kemi Badenoch dismisses Reform defection deluge fearsgbnews.com
Conservative response to Braverman's defection initially included a reference to her mental health, which was retracted and apologised for within hours.
- [19]Tories in Farage 'civil war' as Badenoch urged to back Reform pact on day 100 as leadergbnews.com
Former Cabinet Ministers Esther McVey and Brandon Lewis called for cooperation with Reform ahead of the 2025 local elections.
- [20]Our Survey: Members rally behind Badenoch — but remain split on Reform pactconservativehome.com
ConservativeHome survey found 44.2% of members opposed a deal with Reform and wanted to contest every seat.
- [21]What is the tactical voting landscape in February 2026?yougov.com
In a two-horse race between Conservative and Reform, the Tories now lead by seven points (31% vs 24%), up from a tie a year earlier.
- [22]The 'Contemptible' split that ruined the 2026 Reform UK alliancealandonaldson.co.uk
Internal tensions between 'Modernisers' and 'Grassroots Loyalists' in Reform over candidate selection and party direction, with reports of cancelled memberships.
- [23]'Read my lips: no pact' — Lee Anderson denies plans for Reform-Tory mergeritv.com
Reform MP Lee Anderson emphatically denied merger plans in December 2025.
- [24]Brothers of Italy — Wikipediaen.wikipedia.org
Fratelli d'Italia won 26.2% in the 2022 Italian election, far ahead of coalition partners Lega and Forza Italia at around 8% each.
- [25]2024 The Republicans alliance crisis — Wikipediaen.wikipedia.org
LR president Éric Ciotti announced an alliance with Rassemblement National for the 2024 snap elections, triggering his expulsion from the party.
- [26]Législatives 2024: Éric Ciotti passe une alliance avec le RNfrancebleu.fr
Ciotti declared 'we need an alliance' with the Rassemblement National, leading to party revolt and his expulsion by the executive board.
- [27]Liberal, National and One Nation — Friends, Enemies or Frenemies?antonygreen.com.au
The relationship between Australia's Coalition and One Nation has evolved from hostility to preference-dealing cooperation, but with no formal merger.
- [28]Pauline Hanson's One Nation Forms Alliance with Liberals and Nationalsbritbrief.co.uk
One Nation formed a cooperation arrangement with the Coalition involving shared campaign resources and avoiding competition in select seats.
- [29]Next United Kingdom general election — Wikipediaen.wikipedia.org
The next UK general election must be held by August 15, 2029, with automatic dissolution of Parliament on July 9, 2029.
- [30]Local Elections 2025: results and analysis — House of Commons Librarycommonslibrary.parliament.uk
Reform UK won 677 seats (41% of contested seats) and took control of 10 councils in the 2025 local elections, with a projected national vote share of 30%.
- [31]Local elections 2026 — Institute for Governmentinstituteforgovernment.org.uk
Farage announced plans to spend more than £5 million on the 2026 local elections, calling them the 'single most important event' before the next general election.
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