Mortgages And Savings

Person 1 Name

Email address

Person 1 Age

Person 1 Gender

Person 1 Ethnicity

Person 1 Occupation

Person 1 Address

Person 1 Contact Number

Person 2 Name

Person 2 Age

Person 2 Gender

Person 2 Ethnicity

Working status

Working Full-time 16 hours+Working Part-time 0 -15 hoursNot working - unemployedNot Working - homemaker or carerNot working – due to ill-healthStudentRetired

Marital Status

Married/CohabitingSeparated/DivorcedWidowedSingle, living independentlySingle, at parental home

Presence of children living in the household

No children yet, but expecting baby0 – 9 years10 – 15 years16 + yearsOlder children who have left home onlyNo children

What is your individual personal income?

Less than £15K£15K - £29K£30K - £39K£40k - £49kMore than £50k

Have you ever attended a market research group discussion/depth interview for any market research company?

YesNo

How long ago did you last attend a market research group discussion/depth interview?

In the last 6 monthsMore than 6 months agoNever

Are you solely, or jointly, a decision-maker when it comes to financial decisions in your household?

Yes – I am the sole decision makerYes – I am a joint decision maker with my partnerNo – I am not a decision maker in financial matters

Do you own the home in which you currently live?

Yes, I own my home outrightYes, I own my home and I'm paying a mortgageNo

If you don’t own your home... are you currently saving for a mortgage?

Yes – My first mortgageYes – I’ve had a mortgage beforeNo

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Thinking about your future – do you agree with any of the follow statements about yourself?

I’m considering retirement and have a good pension and / or adequate savings/investments in place for retirement purposes

YesNo

I am retired and planned adequately for my retirement with a good pension/investments in place

YesNo
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Which of these statements best applies to you and your household?

I/We sometimes find it a struggle to make ends meetI/We do not struggle to afford the things that we need but there is usually not much money left over at the end of the month to save or investI/We are fortunate enough to have an income that allows us to save money every month for the future in the form of savings or investmentsI/We are fortunate enough to have an income that allows us to save money every month for the future in the form of a deposit for a property

Do you personally have / use any of the following types of financial products/services?

Current AccountMortgageSavings (regular, easy access, tax free, long term, etc.)Share dealing/InvestmentsFuneral PlanHome InsuranceChildren’s Saving Plan/Account

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For each of the product/service you’ve mentioned, please indicate which bank/building society/financial institute you currently use:
Barclays
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Yorkshire Building Society
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
First Direct
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Halifax
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Lloyds
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Nat West
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Santander
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Skipton
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Supermarket Bank
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
TSB
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Yorkshire Bank
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
Other
Current accountsMortgageSavingsShare dealing/ investmentsFuneral planHome InsuranceChildren’s savingsNone
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Customers only

You currently have a savings and/or mortgage product with Yorkshire Building Society. How well do you rate Yorkshire building Society as a customer on a scale of 1 to 10, where 1 would mean you do not rate the brand/company at all and where 10 would mean you feel very close/passionate to the brand/company?

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All

Which of these banks / building societies would you not consider getting an account or financial product with / from?

BarclaysYorkshire Building societyFirst DirectHalifaxLloydsNat WestSantanderSkiptonSupermarket BankTSBYorkshire Bank

When looking for a mortgage or saving product, which of the following statements would you say applies most to you?

I look for the lowest interest rate I can find & I don’t really worry about anything elseA low interest rate is great but other factors will be involved in my decisionI don’t worry about the interest rate

Which of these terms would you say best describe the area you live in?
Urban (area around the city centre)Suburban (residential areas on the outskirts of the city)Rural (countryside areas outside of towns and cities

Which group are you interested in attending?

Group 7 CustomersGroup 8 Non-Customers