--- title: "UK/GB Tracking Survey of the Savings and Investments Market" ocid: "ocds-h6vhtk-02ffc4" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02ffc4" markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02ffc4.md" json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02ffc4.json" source: "Find A Tender Service" current_stage: "Planning" buyer: "NATIONAL SAVINGS AND INVESTMENTS" published: "2021-12-10" --- # UK/GB Tracking Survey of the Savings and Investments Market Buyer: NATIONAL SAVINGS AND INVESTMENTS Current stage: Planning OCID: ocds-h6vhtk-02ffc4 [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02ffc4) [Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02ffc4.json) ## Summary The National Savings and Investments (NS&I) is currently in the planning stage for a procurement process titled "UK/GB Tracking Survey of the Savings and Investments Market," which is focused on market research services. This initiative aims to assess the capability and capacity of providers in conducting surveys related to savings and investment behaviour amongst UK adults. Interested suppliers must complete a market engagement questionnaire via the NS&I supplier portal by 5:00 PM on 24th December 2021. The contract delivery location is established in London, with the anticipated future notice date set for 20th January 2022. This tender presents a significant opportunity for research firms and businesses specialising in market analysis, especially those with expertise in financial services and consumer behaviour studies. Companies with a proven track record in conducting comprehensive quantitative surveys and providing insights into savings and investment trends among the UK population would be particularly well-suited to compete for this contract. Participants will have the chance to contribute valuable data that can influence NS&I's strategic business decisions and pricing models. ## Notice Provision of a quantitative tracking survey which gives robust understanding of the savings and investment market amongst UK or GB adults. ### Lot Information Lot 1 NS&I requires a supplier to provide a quantitative tracking survey which gives robust understanding of the savings and investment market amongst UK or GB adults. NS&I needs to understand how it and its products fit among those of its competitors within consumers savings and investment portfolios as well as show how consumer behaviour is changing over time with regards to their finances. NS&I is mainly focused on savings but we have a need to understand high level penetration of investments as part of consumers portfolio. NS&I is looking to subscribe to a robust, large scale continuous monthly survey that is representative of the UK or GB adult population (including representing consumers that are not online). The survey needs to be an established survey as access to back data and trends is required. 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 (e.g. why purchased, channel of purchase, product purchased, value, volume, brand); * Channel usage (i.e. for purchase and management of savings products); * Brand share estimates for savings and investment products by type, value and volume; * Behavioural information in relation to savings products (e.g. switching products and/or provider, brands consideration, brand awareness, subsequent deposits, customer satisfaction); * Incidence of vulnerability (e.g. low financial resilience, negative life events, low financial capability, health issues); and * Demographics including tax status. The sampling needs to be robust and representative of the 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 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 require at least one yearly virtual or 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: Please note the 'Estimated date of publication of contract notice' stated below is not confirmed and is dependent upon the outcome of this market engagement exercise. NS&I reserves the right to not proceed to tender or at its absolute discretion to amend it at the time of issue of any further notice or notices or at any other time. ## Key Details | Field | Value | | --- | --- | | Publication source | Find A Tender Service | | Latest notice | https://www.find-tender.service.gov.uk/Notice/030797-2021 | | Notice type | Planning Notice | | Procurement type | Standard | | Procurement category | Services | | Procurement method | Not Specified | | Procurement method details | Not specified | | Tender suitability | Not specified | | Awardee scale | Not specified | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 10 Dec 2021 | | Submission deadline | Not specified | | Future notice date | 20 Jan 2022 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planned | | Lots status | Planned | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | NATIONAL SAVINGS AND 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 | Not specified | ## CPV Codes ### Divisions - 79 - Business services: law, marketing, consulting, recruitment, printing and security ### Codes - 79310000 - Market research services ## Release History - 10 Dec 2021 at 11:56 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/030797-2021 ## Notice URLs - https://app.panacea-software.com/nsandi/ ## 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-h6vhtk-02ffc4. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02ffc4.json.