Financial Capability Interviews

Please see below details of some upcoming research you may be interested in:

Subject	Financial Capability Interviews
Date	Tuesday 10th September Wednesday 11th September Tuesday 17th September (Foreign Nationals) Monday 23rd September
Time	See below
Duration	2 hours
Location	City Of London
Incentive	£75 cash

We are conducting research to understand how people manage their money – including long term planning and how they could be better supported, to help improve their money management, financial confidence, knowledge and capability.

To do so, we are holding 9 x 2-hour face-to-face interviews to explore their current financial situation and how this has changed at key points over their life history, including where they seek information and who they trust.

The interviews will be held on Tuesday 10th, Wednesday 11th and Monday 23rd September at the offices of the research company in the City of London.

For your participation you will receive a payment of £75 in cash.

Looking for three categories of people;

Millennials

Males and females aged 18 to 34

Families

Males and females aged 35 to 54
Must have children at home/shared custody

Retirement

Males and females aged 55 to 70
Not currently retired

Timetable

Tuesday 10th, Wednesday 11th and Monday 23rd

1.00pm

3.30pm

6.00pm

Also looking to recruit 2 x foreign nationals, who have lived in UK for less than 24 months, whose first language is not English and who would like to improve their financial management/capacity.

These interviews will take place on Tuesday 17th September between 11.00am and 8.00pm (finishing by 8.00pm).

If you’re interested in taking part in this project, please enter your details below, then click on the “Register For This Project” button at the bottom of this form.

Once we receive your application, if you fit the basic criteria, we will contact you for further screening before you’re selected to take part.

You will only be contacted if the answers you’ve provided meet the criteria for this project and we have spaces left on the group – if you do not receive a response then you are not required to participate on this occasion.

Gender
MaleFemale

Ethnic Origin
White - BritishWhite - IrishAny other white backgroundMixed - White & Black CaribbeanMixed - White & Black AfricanMixed - White & AsianAny other mixed backgroundChinese or other Ethnic group - ChineseChinese or other Ethnic group - Any otherBlack or Black British - CaribbeanBlack or Black British - AfricanAny other Black backgroundAsian or Asian British - IndianAsian or Asian British - PakistaniAsian or Asian British - BangladeshiAny other Asian background

What is your marital status?

SingleMarried/cohabitingDivorcedWidowed

Do you or any member of your family work in any of the following industries?

Marketing, Advertising, PR or DesignMarket ResearchJournalism/TV/RadioNational or local governmentFinanceNone of the above

Have you participated in a market research food product survey or group discussion within the past 3 months?

YesNo

When did you last attend a focus group or interview?

NeverIn the last 6 monthsIn the last 6 to 12 monthsMore than 12 months ago

What was the topic of the session you last attended?

Which of the following best describes your living situation?

Single, no children and living with parent/parentsSingle, no children and living aloneSingle, no children and living with friends/housematesLiving on my own/with my partner, no childrenLiving with/without a partner and at least one child under the age of 11Living with/without a partner and at least one child between age of 11 and 18Living with/without a partner, ALL children NOW AGED OVER 18 but still live with meLiving with/without a partner, retired from full-time employment, ALL children NOW AGED OVER 18 and have now left home

What is your working status and occupation?

Full Time employedPart Time employedEmployed on Zero-hour/casual contractFreelance/self-employedHomemakerStudentUnemployedRetired

Who is responsible for money management in your household?

I am solely responsibleI am jointly responsibleBy jointly responsible we mean that you should personally have responsibility for some aspects of financial decisions in your household such as checking bank statements and account balances, setting up standing orders or direct debits and paying bills.Somebody else is responsibleDon’t knowPrefer not to say

What is your current TOTAL HOUSEHOLD income per year BEFORE TAX, including any supplementary income (benefits, rental income, dividends, etc.)?

UNDER £22,000£22,001 - £25,000£25,001 - £30,000£30,001 - £40,000£40,001 - £50,000£50,001 - £65,000£65,001 - £75,000Over £75,000Would rather not say

a) Who do you hold current account(s) with?
Choose all that apply

1- Lloyds2 - HSBC3 - Barclays4 - NatWest5 - Royal Bank of Scotland6 - Halifax7 - Santander8 - Nationwide9 - TSB10 - Metro Bank11 - First Direct12 - Monzo13 - Starling14 - Revolut15 - Atom bank16 - Marks and Spencer17 - Other (please specify)

b) Who do you hold your MAIN/PRIMARY current account with (By this we mean the account into which your salary is paid and either 2 direct debits or 4 debit card transactions pass through each month)?

c) Which, if any, would you NEVER hold an account with, for any reason?
Choose all that apply

a) Which of the following do you have with any financial services provider?

Credit cardMortgagePersonal LoanSavingsInvestmentsPensionInsurance

You mentioned you have savings, how much in total do you have in savings including all accounts you use to save money?

No savingsUnder £100£101 – 2,000£2,000 - £5,000£5000 - £10,000£10,000 - £20,000More than £20,000Would rather not say

How would you describe your attitude to saving – which STATEMENT is most like you?

I am not able to save any of my income each month as I need it to pay billsI could save some money but prefer to spend it and don’t regularly saveI save a proportion of my income regularly as long term savingsI sometimes save a proportion of my income for specific occasions or to purchase expensive items when I need them but don’t have long term savings

To what extent do you agree with the following statements about managing your finances. Please give a score of 1 (strongly agree) to 5 (strongly disagree) to describe your attitude and behaviour when managing your finances?

I am knowledgeable about finance and how to manage my money