Source: https://tendernation.io/opportunities/01a13bef-9733-72cc-9083-455236550608/quantitative-tracker-data-on-savings-and-investment-behaviour

awarded GB open procedure

# Quantitative Tracker Data on Savings and Investment Behaviour

[National Savings & Investments](https://tendernation.io/buyers/national-savings-investments)

Estimated value

£73,753

Published

18 Nov 2016

Deadline

Closed

5 Feb 2016

## Who can bid

- Small contract value

    Valued under £135,018 including VAT, the lowest Procurement Act threshold for goods and services.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

## About this tender

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.

## CPV classification

Survey services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/9709f9e7-adc9-11e6-9901-0019b9f3037b)

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