Open Banking

Name

Email address

Age

Date of Birth

Gender

Ethnicity

Occupation

Address

Contact Number

Do you have any children?

Yes, I have children aged under 12 living at homeYes, I have children aged over 12 living at homeNo, my children have left homeNo, I don’t have any children

What age range do your children fall into?

Aged 0 to 11Aged 12 to 18Aged 18 plus living at homeAged 18 plus not living at home

What is your current working status?

Studying/in full-time educationWorking full-timeWorking part-time UnemployedNot working – looking after home/familyRetiredNo-one in my household works

Which of the following income bands is the closest to your sole/ joint household income before tax?

Less than £24,999£25,000 - £49,999More than £50,000

If you are retired what was the closest to your household income before you retired?

Less than £14,999£15,000 - £34,999More than £35,000

Are you responsible for managing your personal/household finances?

I have sole responsibilityI have joint responsibilityI have no responsibility

Have you ever taken part in a focus group or workshop before?

Yes, in the last 6 monthsYes, but not in the last 6 monthsNo

Where in the UK do you live?

Channel IslandsEast AngliaEast MidlandsIsle of ManNorthern IrelandNorthNorth WestScotlandSouth East (Including London)South WestWalesWest MidlandsYorkshireDon’t knowPrefer not to say

When it comes to your finances, where would you rate yourself on a scale of 1 to 10... where 10 is someone who would describe themselves as being very financially savvy and 1 as someone who knows little about finances?

Which one of the following statements best reflects your use of financial products?

I have a number of products including ISAs, mortgages, savings products across a number of financial providersI have a few products and deal with more than one financial providerI only deal with one financial providerI don’t deal with any banks or financial providers

How often would you say you make online payments – this can be for anything from making one-off purchases, to online subscriptions, to paying bills? (Choose all that apply)

Weekly regular paymentsWeekly one-off paymentsMonthly regular paymentsMonthly one-off paymentsOccasionallyNever

What types of online payments would you say you have made most often over the past 3 months?

One-off online purchasesOne-off bill payments through online transferOne-off bill payments using credit or debit cardRegular/subscription payments (e.g. standing order or direct debit)None of these / don’t know

Do you use regularly any of the following apps (or something similar) to manage your finances?

OntreesMoneyDashboardCleoChipMoneyboxOther, write in below:

Other finance app.

How would you describe your current credit status?

I am always on the lookout for competitive offers and switching products to get the best ratesI am always overdrawn and looking for creditI am rarely overdrawn or need creditI am currently looking for finance to make a large purchase i.e carI never need any credit/or borrow money

Are you currently in the process of planning a major life event?

YesNo

What type of event are you planning?

WeddingNew homeA familyOther, write in below:

Other event.

How would you describe your online behaviour?

I am always online carrying out a range of tasks e.g. social media, shopping, banking etcI am online and am confident doing most things online having bought things from websites on certain occasionsAlthough I do have access to the internet I would never/very rarely buy anything onlineI do not go online or buy anything online

How confident would you say you are in using new technology/apps?

Very confidentSomewhat confidentNot confident