Online screening questionnaire

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Step 1 of 24

Thanks!

Before we begin, I would like to assure you of our commitment to protecting your privacy and that any information you provide will be treated confidentially, stored securely, and deleted when no longer needed. Neither your name nor the name of your organisation will be revealed to any third party not connected with this study.

However, we will collect and use your name, job title, contact details, your organisation's name and, if the session is recorded, audio/video footage. This data may then be made available to the client or to people working with the client in connection with this research. But you will still be given the opportunity to remain anonymous (and you may also choose to use a false name during the discussion).

So, your information will only be used for the purposes outlined in this survey. We will keep your data confidential and never sell or resell it for any other purpose. Participation is voluntary and can be discontinued at any time.

CONSENT) Do you agree to participate and provide data for research purposes?**

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ 1) Do you, or do any of your close friends or family, currently work in any of the following industries?*

	Yes	No
Market research
Marketing or advertising
PR or communications
Retail or commercial banking
Financial services product development
Business or financial journalism

Please record above (one click per row)

SQ 2a) Please could you advise what your organisation’s approximate annual turnover / total income is?*

a) £1 - £10m

b) £11 - £20m

c) £21 - £50m

d) £50m+

Please select one option: SINGLE CODE

SQ 2b) What sector does your organisation operate in?*

a) Professional Services e.g. Architecture, Law, Accountancy, Corporate finance advisory firms

b) Healthcare operator eg vet, dentist, regional care home, hospice

c) Engineering and construction eg, Engineering consultancy, Construction firm, Surveying practice, IT managed services provider, Specialist technical consultancy

d) B2B advisory firm (including corporate finances)

e) Charity/Foundation/Religious Body

f) Independent school/Multi-Academy Trust (MAT)/Educational Trust

g) Housing Association

h) Trade Association/Membership Body/Professional body

i) Grant-making Foundation

j) Small business

k) Other

Please select one or more options: MULTICODE

Please record below (one or two words)*

SQ 3a) What is your role within your organisation?*

Please record above (one or two sentences)

SQ 3b) How long have you held this particular role?*

a) < 6 months

b) 6 months - 1 year

c) 1 - 2 years

d) 2 - 5 years

e) 5 - 10 years

f) 10 years+

Please select one option: SINGLE CODE

SQ 3c) How long have you worked within your current organisation?*

a) < 6 months

b) 6 months - 1 year

c) 1 - 2 years

d) 2 - 5 years

e) 5 - 10 years

f) 10 years+

Please select one option: SINGLE CODE

SQ 3d) Is your organisation UK-based?*

a) Yes

b) Yes, we’re based in the UK & overseas

c) We’re mostly based abroad

SQ 4) I’d now like you to advise whether or not you agree with the following statements?*

	Agree	Disagree
a) Managing our banking relationships takes up more time than it should
b) I would switch to a different bank if it offered meaningfully better rates or service
c) We operate a significant cash surplus/cash reserves, and it is important for us to make sure they are held in the right kind of account
d) Customer service is incredibly important to us when it comes to choosing our business banking provider.
e) We don't really operate much of a cash surplus/cash reserves most of the time.

Please select above (one click per row)

SQ 5ai) Does your organisation currently hold any cash surplus/cash reserves in a business deposit, savings or notice account - separate from its main current or operating account?*

a) Yes, we hold cash surplus/reserves in a business deposit, savings or notice account

b) No, all surpluses are held in a current account

c) I don’t know

Please select one option: SINGLE CODE

Q5aii) Approximately how much cash surplus/ reserves does your organisation hold?*

a) Less than £1m

b) More than £1m

c) I’m not sure

Please select one option: SINGLE CODE

SQ 5b) Which of the following best describes your role in relation to decisions about how your organisation's cash surplus/cash reserves are stored or invested - for example, choosing which type of account to keep them in, or which provider to use?*

a) I am solely responsible for these decisions

b) I make the recommendation, but a board or trustee body makes the final decision

c) I am jointly responsible alongside a colleague

d) I have some involvement in these decisions, but am not the key decision maker

e) I have little to no involvement in those decisions

Please select one option: SINGLE CODE

SQ 6) Who do you currently hold your main cash surplus or cash reserves with? Please click all that apply.*

a) Barclays

b) HSBC

c) Lloyds

d) NatWest / RBS

e) Santander

f) Starling Bank

g) Allica Bank

h) OakNorth

i) Aldermore

j) Shawbrook

k) United Trust Bank (UTB)

l) Other - please record below (one or several other banks)

Please select one or more options: MULTICODE

Please specify below*

SQ 7a) For each of the banks in the table below, please advise which of the following applies: a) I have heard of this bank; b) I have NEVER heard of this bank**

	a) I have heard of this bank	b) I have NEVER heard of this bank
Barclays
Lloyds
NatWest
Alicia Bank
OakNorth
United Trust Bank (UTB)

Please click a) or b) for each row

SQ 7b) For each of these same banks in the table below, please advise which of the following applies: a) I would be interested in using this bank; b) I would be open to using this bank, but would first need to do some research; c) I would never consider using this bank under any circumstances*

	a) I would be interested in using this bank	b) I’d be open to using this bank, but with research	c) I would NEVER consider using this bank
Barclays
Lloyds
NatWest
Alicia Bank
OakNorth
United Trust Bank (UTB)

Please click a), b) or c) for each row

SQ 8a) Are you an Independent Financial Advisor?*

a) Yes, I’m an IFA

b) No, I’m not

Please select one option: SINGLE CODE

SQ 8b) How many years have you been an IFA for?*

a) Less than a year

b) 1 - 3 years

c) 3 - 5 years

d) 5 - 10 years

e) more than 10 years

Please select one option: SINGLE CODE

SQ 8c) Do you specialise in advising charities, not-for-profit organisations, or the third sector?*

a) Yes, this is a significant part of my practice

b) No, I only advise charities occasionally

c) No, I do not advise charities

Please select one option: SINGLE CODE

Thank you for taking the time to complete these screening questions.

Please note that if you are accepted, your interview will be recorded and transcribed, but only the client and our project teams will have access to this material.
If interviewed, your recordings will not be used for marketing purposes or shared with any third parties. You have the right to access, correct, or withdraw your data from this research at any time, or to restrict or object to its processing.
If you choose to withdraw, please contact us, and all recordings will be immediately deleted.
All recordings and transcripts will be deleted once the project is complete, and any resulting analysis will be depersonalised to protect your anonymity.

SQ 9a) Do you have access to a computer or laptop with a working webcam and microphone?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 9b) Do you have a reliable high-speed broadband connection that you can use for a video call?*

a) Yes

b) No

Please select one option: SINGLE CODE

This research will take the form of a 60-minute one-to-one interview conducted online via a video conferencing platform such as Zoom or Teams. A link will be sent to you in advance; please save it. Our client may be logged in to observe the session. They will have their audio and video turned off throughout.

SQ 10) Are you happy to participate on this basis?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 11a) Non-disclosure agreement: I agree to protect all confidential information and materials disclosed to me during the market research session against unauthorised disclosure, and will use the confidential information only for the purpose of participation in the research. Do you confirm that you agree to the above?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 11b) Re-contact permissions: I agree to:*

a) Future Market Research

b) To discuss my input/answers further, if necessary

c) To take part in further activity connected with this project

Please select several options: MULTICODE

APPOINTMENT

Thank you. Please suggest two or three suitable times for an interview so we can speak for up to 60 minutes.*

Earliest Date and Time*

Next Date and Time (if available)

SQ 12b) Thank you, I would be grateful if you could confirm a few final details:

Your Name*

Your exact Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link