---
title: "Quantitative Tracker Data on Savings and Investment Behaviour"
ocid: "ocds-b5fd17-8b24d13c-e8c2-4b06-9b11-35cebade86da"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-8b24d13c-e8c2-4b06-9b11-35cebade86da"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-8b24d13c-e8c2-4b06-9b11-35cebade86da.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-8b24d13c-e8c2-4b06-9b11-35cebade86da.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "NATIONAL SAVINGS & INVESTMENTS"
published: "2018-07-27"
---

# Quantitative Tracker Data on Savings and Investment Behaviour

Buyer: NATIONAL SAVINGS & INVESTMENTS  
Current stage: Award  
OCID: ocds-b5fd17-8b24d13c-e8c2-4b06-9b11-35cebade86da

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## Summary

The National Savings & Investments (NS&I) is conducting an open tender (below threshold) for a contract titled "Quantitative Tracker Data on Savings and Investment Behaviour," relevant to market research services within the financial services industry. The procurement process is currently in the Award stage, with the contract period set to commence on 1st April 2018 and conclude on 31st March 2019. Responses to the tender were due by noon on 26th January 2018, and the total value of the contract is £70,000, with the survey needing to be representative of the UK or GB adult population.

This tender presents a significant opportunity for businesses specialising in market research, particularly those capable of conducting large-scale surveys and data analysis. Companies with robust methodologies for collecting and interpreting data, especially in the financial services sector, would be well-positioned to compete. This could include small and medium-sized enterprises (SMEs) that offer innovative approaches to data collection and analytics, enabling NS&I to make informed business decisions based on reliable insights into consumer behaviours and market trends.

## Notice

NS&I is looking to subscribe to 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. The sampling needs to be robust and representative of UK/GB adult population as the information will not only be used in various day-to-day business decisions but also inform pricing decisions, support business cases and inform various business strategies. Because of this the provision of data also needs to be reliable. It is also important that the survey or data is sustainable going forward as NS&I needs to be assured that it doesn't find itself without key data that it needs. NS&I also want to be able to have easy access to the data so that they can interrogate it themselves as needed. However, it is equally important that the provider is able to interrogate the data on NS&I's behalf and respond within a reasonable timeframe. NS&I will also require at least one yearly face-to-face presentation of key data and trends that give additional insight into the savings and investment market. There is also a requirement for quarterly updates on consumers savings and investment behaviour in the form of a slide pack or similar. It is essential that the lag between data collection and its availability is as small as feasible. Additional information: For further information and to register your interest in this opportunity please visit the NS&I e-sourcing portal: https://nsandi.eu-supply.com/login.asp?B=NSANDI and click on 'Current Tender Opportunities". Please note the deadline for receipt of responses is noon on 26th January 2018. All communications regarding this tender must be communicated via the NS&I e-sourcing portal: https://nsandi.eu-supply.com/login.asp?B=NSANDI

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/00147daa-975e-4b90-b749-7a6314e50f38 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (below threshold) |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 27 Jul 2018 |
| Submission deadline | 26 Jan 2018 |
| Future notice date | Not specified |
| Award date | 25 Mar 2018 |
| Contract period | 31 Mar 2018 - 31 Mar 2019 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £70,000 |
| Lots value | Not specified |
| Awards value | £75,600 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NATIONAL SAVINGS & INVESTMENTS |
| Locality | LONDON |
| Post town | South West London |
| Postcode | SW1V 2QX |
| Country | England |
| ITL 1 | TLI London |
| ITL 2 | TLI3 Inner London - West |
| ITL 3 | TLI35 Westminster and City of London |
| Local authority | Westminster |
| Electoral ward | Pimlico North |
| Westminster constituency | Cities of London and Westminster |
| Delivery location | TLI London |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | GFK |

## CPV Codes

### Divisions

- 79 - Business services: law, marketing, consulting, recruitment, printing and security

### Codes

- 79310000 - Market research services

## Release History

- 27 Jul 2018 at 17:00 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/00147daa-975e-4b90-b749-7a6314e50f38
- 20 Dec 2017 at 15:16 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/c44a8bfd-1ac7-4b67-80ef-47f1859a365a

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/00147daa-975e-4b90-b749-7a6314e50f38
  27th July 2018 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/c44a8bfd-1ac7-4b67-80ef-47f1859a365a
  20th December 2017 - Opportunity notice on Contracts Finder
- https://nsandi.eu-supply.com/login.asp?B=NSANDI
  NS&I e-sourcing portal;

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-8b24d13c-e8c2-4b06-9b11-35cebade86da. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-8b24d13c-e8c2-4b06-9b11-35cebade86da.json.