Quantitative Tracker Data on Savings and Investment Behaviour

Award of contract to provide an ongoing monthly large scale survey that is representative of the UK or GB adult population. The survey needs to provide the following types of information:

Ownership of savings and investments products (e.g. type, value, volume, brand) separate to other financial holdings; Purchase behaviours around savings and investment products (e.g. why purchased, channel of purchase, product purchased, value, volume, brand); Channel usage (i.e. for purchase and management of savings and investment products); Brand share estimates for savings and investment products by value and volume; Behavioural information in relation to savings and investment products (e.g. switching products and/or provider, subsequent deposits); and Demographics including tax status.

The survey needs to be an established survey as access to back data and trends is required. It is also important that the survey covers the NS&I brand and product range; with there being a requirement for 12 months back data on NS&I products, values held and tax status.