Investments and Acquisitions – LONDON ONLY

Gender
MaleFemale

Ethnicity
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

Have you ever been to a group discussion or market research interview?

YesNo

How long ago did you attend your last group/interview?

Less than SIX MONTHS agoOver SIX MONTHS agoNever

How many group/interviews have you been to in total?

None1-23 +

Do you, or any of your close friends or relatives work, or have worked in any of the following industries?

AdvertisingJournalismMarketingPublic RelationsMarket ResearchManufacture, distribution or wholesale of food productsRetail of grocery productsNone of these

What is your working status?

Full time workingPart-time workingHousewifeNon-workingStudentRetired

Which of the following applies to you?

I am single and live with my parentsI am single and live in my own homeI am married/cohabiting and we have no childrenI am married/cohabiting and we have children living at homeI am single and have children living at homeI am married/cohabiting and our children have all left home

How old are your children?

When it comes to making financial decisions for the financial products you hold, which of the following best applies to you?

I make my own decisions/ I am the main financial decision-maker in my householdIt is an equal/ joint decision between myself and someone else but I am actively involved in the decision-making processSomeone else tends to make the decisions

can you tell me which of the following products you

Currently, hold
Private Medical Insurance (PMI)Critical Illness InsuranceLife InsuranceIncome ProtectionEquity ISAStocks & SharesFundsPersonal pensionsSIPP (self-invested personal pension)Other

Do not currently have but are intending to take out in the next 3 months
Private Medical Insurance (PMI)Critical Illness InsuranceLife InsuranceIncome ProtectionEquity ISAStocks & SharesFundsPersonal pensionsSIPP (self invested personal pension)Other

Would never have
Private Medical Insurance (PMI)Critical Illness InsuranceLife InsuranceIncome ProtectionEquity ISAStocks & SharesFundsPersonal pensionsSIPP (self-invested personal pension)Other

You say you currently have an ………………… (please insert insurance/investment / personal pension product) can you tell me how long ago you took this out?
Within the past 3 monthsOver 3 months ago

can you tell me which provider your protection insurance/investment/personal pension product is currently with

Can you tell me the value of your savings/investments (not including your personal pension but can include a SIPP (self-invested personal pension)?
Less than £18,000£19,000-£25,000£26,000-£39,000£40,000-£60,000£61,000-£80,000£81,000-£100,000£101,000+

You say you are intending to take out a ……………………………………. (please insert insurance/investment/personal pension product) in the next 3 months, can you tell me which of the following statements best applies to you?
I am still thinking about what product I want/provider I want to go withI have started researching different providers/products but I am still not sure which direction I am going to go inI have researched different providers/products and I know which directionI am going to go in/I am very close to deciding which direction I am going to go in

can you tell me which provider/s your protection insurance/investment / personal pension product you are intending to go with

Which of the following statements best applies to you?
I am happy with the protection insurance/investment / personal pension product/s I have, I am not looking to take out any other products in this categoryI am thinking about taking out another protection insurance/investment/personal pension product/s but haven’t yet done any research into itI am thinking about taking out another protection insurance/investment/personal pension product/s and started researching what is available to me

which of the following products are you intending to take out in addition to the protection insurance/investment / personal pension product you currently have
Private Medical Insurance (PMI)Critical Illness InsuranceLife InsuranceIncome protectionEquity ISAsStocks & SharesFundsPersonal pensionSIPP (self invested personal pension)

About the protection insurance/investment/personal pension product you currently have, which of these statements do you agree with?
I am happy with my current provider, and I am not looking to switch the product I hold to another providerI am thinking of switching to another provider but I haven’t yet looked into thisI am actively researching other providers that I could switch my product to

You say you are intending to switch providers, which provider are you intending to switch to / have you been researching?

please can you tell me which if any, of the following financial providers you

have your main banking relationship with i.e. have your main personal current account with and at least one other product
Lloyds BankHalifaxBank of ScotlandBarclaysSantanderRBSNatWestNationwideHSBCFirst DirectTSBMonzoStarling BankRevolutTandemAtom Bank

would not consider for future financial products
Lloyds BankHalifaxBank of ScotlandBarclaysSantanderRBSNatWestNationwideHSBCFirst DirectTSBMonzoStarling BankRevolutTandemAtom Bank

To what extent do you agree or disagree with each of the following statements
I don’t like to break with traditions
Strongly disagreeDisagreeSomewhat disagreeNeutralSomewhat agreeAgreeStrongly agree

I like to stick to what I know
Strongly disagreeDisagreeSomewhat disagreeNeutralSomewhat agreeAgreeStrongly agree

Charity begins at home
Strongly disagreeDisagreeSomewhat disagreeNeutralSomewhat agreeAgreeStrongly agree

Thinking about yourself, please indicate where you sit on the following scales. Please select one for each

I like to show others what I have vs I like to be discrete and understated
1234567

I am politically very aware vs I pay no attention to politics
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Which Session
MONDAY 8th Feb 2021TUESDAY 9th FEB 2021