AGM Community Survey

Thank you for contributing to our future

Over the past 126 years we have been able to help increasing numbers of the Police family achieve their ambitions. Helping members to buy their first home, pay for their weddings and support their families.

We know our existing products and services remain of value and we’re keen to hear from you about what’s important to help us evolve further.

None of your responses will be directly attributed to you, but we do ask you to supply your email address so we can register your interest to join future Metfriendly surveys and be a member of our Community, a group of members who share their thoughts and views on a regular basis to help shape and inform how we can continue to better serve the Police family.

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* 1. What email address do you have registered with Metfriendly ?

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* 2. Are you…

Male

Female

Prefer not to say

Other

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* 3. Which of these age bands are you in?

18-24

25-34

35-44

45-54

55-64

65-74

75-84

85 or over

Prefer not to say

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* 4. We're interested in knowing more about what 'home' looks like. Could you confirm who you live with?

On my own

Partner only

Partner and children

Partner and grown up children

Parents

Other relatives

Housemates

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* 5. How many children aged 17 or under are financially dependent on you?

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* 6. What is your legal marital status?

Single

Married

Separated, but still legally married

Divorced

Widowed

In a registered same sex civil partnership

Separated, but still legally in a same sex civil partnership

Formally in a same sex civil partnership which is now legally disssolved

Surviving partner from a same-sex civil partnership

Don't know

Prefer not to say

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* 7. Which of the following best describes your current working status?

Serving officer with The Met

Serving officer with another police force

Support staff

Employed outside of police family

Semi-retired

Retired

Volunteer

Unemployed

Unpaid working in the home

Carer

Other

Other (please specify)

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* 8. Do you plan to retire within the next 2 years?

Yes

Don't know

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* 9. Which of the following best describes financial decision-making in your household?

I am the main decision-maker in the household

I make my own decisions, but not those for other adults in the household

I share responsibility with my spouse, partner or other adult

I leave most financial matters to my spouse, partner or other adult

All of my financial matters are dealt with by my spouse, partner, adult children or other adult

Don’t know

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* 10. How confident do you feel managing your money?

Please answer on a scale of 0 to 100 where 0 is 'not at all confident', and 100 is 'completely confident'

100

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 11. How knowledgeable would you say you are about financial matters?

Please answer on a scale of 0 to 100 where 0 is ‘not at all knowledgeable’ and 100 is ‘very knowledgeable’

100

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 12. How much do you agree or disagree with the following statements?

	Strongly agree	Slightly agree	Neither agree nor disagree	Slightly disagree	Strongly disagree	Don't know
I never seem to have enough time to get things done	I never seem to have enough time to get things done Strongly agree	I never seem to have enough time to get things done Slightly agree	I never seem to have enough time to get things done Neither agree nor disagree	I never seem to have enough time to get things done Slightly disagree	I never seem to have enough time to get things done Strongly disagree	I never seem to have enough time to get things done Don't know
When it comes to taking chances, I’d rather be safe than sorry	When it comes to taking chances, I’d rather be safe than sorry Strongly agree	When it comes to taking chances, I’d rather be safe than sorry Slightly agree	When it comes to taking chances, I’d rather be safe than sorry Neither agree nor disagree	When it comes to taking chances, I’d rather be safe than sorry Slightly disagree	When it comes to taking chances, I’d rather be safe than sorry Strongly disagree	When it comes to taking chances, I’d rather be safe than sorry Don't know
When it comes to financial services and products, I would consider myself to be a confident and savvy consumer	When it comes to financial services and products, I would consider myself to be a confident and savvy consumer Strongly agree	When it comes to financial services and products, I would consider myself to be a confident and savvy consumer Slightly agree	When it comes to financial services and products, I would consider myself to be a confident and savvy consumer Neither agree nor disagree	When it comes to financial services and products, I would consider myself to be a confident and savvy consumer Slightly disagree	When it comes to financial services and products, I would consider myself to be a confident and savvy consumer Strongly disagree	When it comes to financial services and products, I would consider myself to be a confident and savvy consumer Don't know
I feel most financial firms are honest and transparent in the way they treat me	I feel most financial firms are honest and transparent in the way they treat me Strongly agree	I feel most financial firms are honest and transparent in the way they treat me Slightly agree	I feel most financial firms are honest and transparent in the way they treat me Neither agree nor disagree	I feel most financial firms are honest and transparent in the way they treat me Slightly disagree	I feel most financial firms are honest and transparent in the way they treat me Strongly disagree	I feel most financial firms are honest and transparent in the way they treat me Don't know
I’d rather think about today than plan for the future	I’d rather think about today than plan for the future Strongly agree	I’d rather think about today than plan for the future Slightly agree	I’d rather think about today than plan for the future Neither agree nor disagree	I’d rather think about today than plan for the future Slightly disagree	I’d rather think about today than plan for the future Strongly disagree	I’d rather think about today than plan for the future Don't know

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* 13. For most money brings security. We all know people who are really organised and who save money for different future plans. Some of us have ambitions for what we want to achieve financially, and some don’t. We’d like to know more about yours.

Thinking of this, can you tell us what three things are you currently saving up for?

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* 14. Everyone learns differently about managing money, where do you go to get information on savings tips?

Please select all that apply

Own knowledge

Past experience with investments

Friend or relative

Independent Financial Adviser (IFA)

Product literature

Product Provider’s staff

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* 15. How much do you agree or disagree with the following statements?

	Strongly agree	Slightly agree	Neither agree nor disagree	Slightly disagree	Strongly disagree	Don't know
I like to stick with a financial brand I know	I like to stick with a financial brand I know Strongly agree	I like to stick with a financial brand I know Slightly agree	I like to stick with a financial brand I know Neither agree nor disagree	I like to stick with a financial brand I know Slightly disagree	I like to stick with a financial brand I know Strongly disagree	I like to stick with a financial brand I know Don't know
I have confidence in the UK financial services industry	I have confidence in the UK financial services industry Strongly agree	I have confidence in the UK financial services industry Slightly agree	I have confidence in the UK financial services industry Neither agree nor disagree	I have confidence in the UK financial services industry Slightly disagree	I have confidence in the UK financial services industry Strongly disagree	I have confidence in the UK financial services industry Don't know
I am comfortable using credit - it feels quite normal to me	I am comfortable using credit - it feels quite normal to me Strongly agree	I am comfortable using credit - it feels quite normal to me Slightly agree	I am comfortable using credit - it feels quite normal to me Neither agree nor disagree	I am comfortable using credit - it feels quite normal to me Slightly disagree	I am comfortable using credit - it feels quite normal to me Strongly disagree	I am comfortable using credit - it feels quite normal to me Don't know
I feel as confident with my money this year as I did last year	I feel as confident with my money this year as I did last year Strongly agree	I feel as confident with my money this year as I did last year Slightly agree	I feel as confident with my money this year as I did last year Neither agree nor disagree	I feel as confident with my money this year as I did last year Slightly disagree	I feel as confident with my money this year as I did last year Strongly disagree	I feel as confident with my money this year as I did last year Don't know

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* 16. Which, if any, of these products do you have currently, either in your own name or in joint

Savings account with a bank or building society or with National Savings and Investments (NS&I)
(Including instant access, notice, regular and fixed term accounts; please do not include any
NS&I bonds)

ISA account
(Any type of ISA including cash ISA or stocks and shares ISA)

Premium Bonds

National Savings and Investment (NS&I) bond
(Including pensioner bonds, income bonds and children’s bonds; please do not include premium bonds or any
other bonds)

Credit Union savings account

E-money alternative account
(A current account provided by an electronic money institution which is not a bank or building society
e.g. CashPlus, Monese, thinkmoney)

Post Office card account
(An account often used for receiving pensions, benefits and tax credits. You can take out money and check your balance at a Post Office branch)

None of these

Don’t know

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* 17. If you said 'Yes' to having an ISA account. Which type of ISA do you have, and how much in total do you currently have in these investments?

Please select all that apply and think about current market value

	Up to £5,000	£5,000-£10,000	£10,000-£15,000	£15,000-£25,000	£25,000+
Cash ISA	Cash ISA Up to £5,000	Cash ISA £5,000-£10,000	Cash ISA £10,000-£15,000	Cash ISA £15,000-£25,000	Cash ISA £25,000+
Stocks and Shares ISA	Stocks and Shares ISA Up to £5,000	Stocks and Shares ISA £5,000-£10,000	Stocks and Shares ISA £10,000-£15,000	Stocks and Shares ISA £15,000-£25,000	Stocks and Shares ISA £25,000+
Lifetime ISA	Lifetime ISA Up to £5,000	Lifetime ISA £5,000-£10,000	Lifetime ISA £10,000-£15,000	Lifetime ISA £15,000-£25,000	Lifetime ISA £25,000+
Help to Buy ISA	Help to Buy ISA Up to £5,000	Help to Buy ISA £5,000-£10,000	Help to Buy ISA £10,000-£15,000	Help to Buy ISA £15,000-£25,000	Help to Buy ISA £25,000+
Other type of ISA	Other type of ISA Up to £5,000	Other type of ISA £5,000-£10,000	Other type of ISA £10,000-£15,000	Other type of ISA £15,000-£25,000	Other type of ISA £25,000+
Don't know	Don't know Up to £5,000	Don't know £5,000-£10,000	Don't know £10,000-£15,000	Don't know £15,000-£25,000	Don't know £25,000+

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* 18. Thinking about your other investments, how much in total do you currently have in these investments?

Please think about the current market value

Under £1,000

£1,000 - £1,999

£2,000 - £2,999

£3,000 - £3,999

£4,000 - £4,999

£5,000-£9,999

£10,000 - £14,999

£15,000 - £19,999

£20,000 – £29,999

£30,000 - £49,999

£50,000 – £74,999

£75,000 - £99,999

£100,000 - £124,999

£125,000 - £149,999

£150,000 - £174,999

£175,000 - £199,999

£200,000 - £249,999

£250,000 or more

Don’t know

Prefer not to say

Under £5,000

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* 19. What is the approximate value of the property you currently live in?

Up to £300,000

£300,000 to £450,000

£450,000-£600,000

£600,000-£750,000

£750,000-£1,000,000

£1,000,000 to £1,499,000

Don't know

Prefer not to say

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* 20. How much in total is left to pay on this mortgage?
If you are unsure please give your best estimate

Less than £50,000

£50,000 to £99,000

£100,000 to £149,999

£150,000 to £199,999

£200,000 to £249,999

£250,000 to £299,999

£300,000 to £399,999

£400,000 to £499,999

£500,000 to £749,999

£750,000 to £999,999

Don’t know

Prefer not to say

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* 21. People invest money for different reasons. Which of the following are the main reasons why you have invested?

To provide a regular income for me (and my partner) in the future, before I retire

To provide an income during my retirement

To cover the costs of education (e.g. school fees, college or university education)

To support my family

To leave an inheritance

To cover the costs of other major expenses (e.g. a deposit for a house, to pay for a wedding)

To cover short-term expenses (e.g. a holiday)

To gain better returns than currently offered on savings accounts

I received a large lump sum from an inheritance or other source

Don’t know

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* 22. How much do you agree or disagree with the following statement?

	Strongly agree	Slightly agree	Neither agree nor disagree	Slightly disagree	Don’t know
When buying investments I carefully weigh up the features and overall cost?	When buying investments I carefully weigh up the features and overall cost? Strongly agree	When buying investments I carefully weigh up the features and overall cost? Slightly agree	When buying investments I carefully weigh up the features and overall cost? Neither agree nor disagree	When buying investments I carefully weigh up the features and overall cost? Slightly disagree	When buying investments I carefully weigh up the features and overall cost? Don’t know

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* 23. Thinking about these investments, how often, if ever, do you check these yourself?

Checking your investments can involve, but is not limited to, checking the balance, looking at performance, and comparing them with other available products.

At least once a month

Once every 2-3 months

About 2 or 3 times a year

About once a year

Once every 2-3 years

Less often

Never

Don’t know

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* 24. Thinking about these investments, approximately how much money would you say you have you invested in the last 12 months, in total?

	Nothing in the last 12 months	£1-£999	£1,000 - £4,999	£5,000-£9,999	£10,000 to £14,999	£15,000 or more	Don’t know
Savings account with a bank or building society or with National Savings and Investments	Savings account with a bank or building society or with National Savings and Investments Nothing in the last 12 months	Savings account with a bank or building society or with National Savings and Investments £1-£999	Savings account with a bank or building society or with National Savings and Investments £1,000 - £4,999	Savings account with a bank or building society or with National Savings and Investments £5,000-£9,999	Savings account with a bank or building society or with National Savings and Investments £10,000 to £14,999	Savings account with a bank or building society or with National Savings and Investments £15,000 or more	Savings account with a bank or building society or with National Savings and Investments Don’t know
ISA Account	ISA Account Nothing in the last 12 months	ISA Account £1-£999	ISA Account £1,000 - £4,999	ISA Account £5,000-£9,999	ISA Account £10,000 to £14,999	ISA Account £15,000 or more	ISA Account Don’t know
Premium Bonds	Premium Bonds Nothing in the last 12 months	Premium Bonds £1-£999	Premium Bonds £1,000 - £4,999	Premium Bonds £5,000-£9,999	Premium Bonds £10,000 to £14,999	Premium Bonds £15,000 or more	Premium Bonds Don’t know
National Savings and Investment (NS&I) bond	National Savings and Investment (NS&I) bond Nothing in the last 12 months	National Savings and Investment (NS&I) bond £1-£999	National Savings and Investment (NS&I) bond £1,000 - £4,999	National Savings and Investment (NS&I) bond £5,000-£9,999	National Savings and Investment (NS&I) bond £10,000 to £14,999	National Savings and Investment (NS&I) bond £15,000 or more	National Savings and Investment (NS&I) bond Don’t know
Stocks and Shares	Stocks and Shares Nothing in the last 12 months	Stocks and Shares £1-£999	Stocks and Shares £1,000 - £4,999	Stocks and Shares £5,000-£9,999	Stocks and Shares £10,000 to £14,999	Stocks and Shares £15,000 or more	Stocks and Shares Don’t know
Other	Other Nothing in the last 12 months	Other £1-£999	Other £1,000 - £4,999	Other £5,000-£9,999	Other £10,000 to £14,999	Other £15,000 or more	Other Don’t know

Other (please specify)

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* 25. Has the amount of money you have invested this year and how you have invested changed as a result of Covid 19?

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* 26. How do you add money to your investments?

Please select all that apply

	I usually add money on a regular basis (e.g. monthly	I add money as and when I can	I add money once a year	I haven’t added any money since taking out the [SELECTED PRODUCT]	Through salary deduction	Don’t know
Saving account with a bank or building society or with National Savings and Investments	Saving account with a bank or building society or with National Savings and Investments I usually add money on a regular basis (e.g. monthly	Saving account with a bank or building society or with National Savings and Investments I add money as and when I can	Saving account with a bank or building society or with National Savings and Investments I add money once a year	Saving account with a bank or building society or with National Savings and Investments I haven’t added any money since taking out the [SELECTED PRODUCT]	Saving account with a bank or building society or with National Savings and Investments Through salary deduction	Saving account with a bank or building society or with National Savings and Investments Don’t know
ISA account	ISA account I usually add money on a regular basis (e.g. monthly	ISA account I add money as and when I can	ISA account I add money once a year	ISA account I haven’t added any money since taking out the [SELECTED PRODUCT]	ISA account Through salary deduction	ISA account Don’t know
Premium Bonds	Premium Bonds I usually add money on a regular basis (e.g. monthly	Premium Bonds I add money as and when I can	Premium Bonds I add money once a year	Premium Bonds I haven’t added any money since taking out the [SELECTED PRODUCT]	Premium Bonds Through salary deduction	Premium Bonds Don’t know
National Savings and Investment (NS&I) bond	National Savings and Investment (NS&I) bond I usually add money on a regular basis (e.g. monthly	National Savings and Investment (NS&I) bond I add money as and when I can	National Savings and Investment (NS&I) bond I add money once a year	National Savings and Investment (NS&I) bond I haven’t added any money since taking out the [SELECTED PRODUCT]	National Savings and Investment (NS&I) bond Through salary deduction	National Savings and Investment (NS&I) bond Don’t know
Stocks and Shares	Stocks and Shares I usually add money on a regular basis (e.g. monthly	Stocks and Shares I add money as and when I can	Stocks and Shares I add money once a year	Stocks and Shares I haven’t added any money since taking out the [SELECTED PRODUCT]	Stocks and Shares Through salary deduction	Stocks and Shares Don’t know
Other	Other I usually add money on a regular basis (e.g. monthly	Other I add money as and when I can	Other I add money once a year	Other I haven’t added any money since taking out the [SELECTED PRODUCT]	Other Through salary deduction	Other Don’t know

Other (please specify)

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* 27. Before you took out your most recent product, did you compare it with two or more different providers by looking at the products, prices or the terms and conditions offered?

Yes

Don't know

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* 28. Which of the following events have you experienced in the last 12 months

Getting married

Receiving an inheritance

Moving house

New baby

Losing your job/ being made redundant

Reduction in working hours that you didn’t want

Being made bankrupt

Relationship breakdown/ separation from your partner

Divorce

Serious accident or illness (myself)

Serious accident or illness of a close family member

Death of a parent

Death of your partner

Death of a child

Becoming the main carer for a close family member

None of these

Don’t know

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* 29. From the list below can you identify all changes you have had to make to your day to day life as a result of Covid 19? Please tick all that apply

Longer working hours

Different shift patterns

Working location

Change in duties

More frontline work

Care of elderly family members

Care of younger family members

Delayed retirement

Other (please specify

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* 30. What, if any, impact do you think the challenge of Covid 19 will have on your mental health and well-being?

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* 31. What is your total annual household income from all sources before tax and other deductions?

Less than £20,000

£20,000 to £29,999

£30,000 to £39,999

£40,000 to £49,999

£50,000 to £59,999

£60,000 to £69,999

£70,000 to £99,999

£100,000 to £149,000

£150,000-£199,000

£200,000-£250,000

Don’t know

Prefer not to say

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* 32. We would like to invite you to take part in a focus group to find out more about your thoughts and views.

A focus group is a small group of selected people who participate in a planned discussion, to share their thoughts and views, with all feedback captured treated confidentially, and used only to inform future products we may offer to the Police Family through Metfriendly.

The event will be held online through Zoom with us sending you a link to take part.

Would this be interest to you?

Yes

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* 33. What day and time would be convenient to you?

Please tick all options that apply

	Between 9am - 12pm	Between 1pm - 5pm	Between 5pm-8pm	Not Applicable
Monday	Monday Between 9am - 12pm	Monday Between 1pm - 5pm	Monday Between 5pm-8pm	Monday Not Applicable
Tuesday	Tuesday Between 9am - 12pm	Tuesday Between 1pm - 5pm	Tuesday Between 5pm-8pm	Tuesday Not Applicable
Wednesday	Wednesday Between 9am - 12pm	Wednesday Between 1pm - 5pm	Wednesday Between 5pm-8pm	Wednesday Not Applicable
Thursday	Thursday Between 9am - 12pm	Thursday Between 1pm - 5pm	Thursday Between 5pm-8pm	Thursday Not Applicable
Friday	Friday Between 9am - 12pm	Friday Between 1pm - 5pm	Friday Between 5pm-8pm	Friday Not Applicable
Saturday	Saturday Between 9am - 12pm	Saturday Between 1pm - 5pm	Saturday Between 5pm-8pm	Saturday Not Applicable
Sunday	Sunday Between 9am - 12pm	Sunday Between 1pm - 5pm	Sunday Between 5pm-8pm	Sunday Not Applicable

AGM Community Survey

Thank you for contributing to our future

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* 1. What email address do you have registered with Metfriendly ?

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* 2. Are you…

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* 3. Which of these age bands are you in?

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* 4. We're interested in knowing more about what 'home' looks like. Could you confirm who you live with?

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* 5. How many children aged 17 or under are financially dependent on you?

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* 6. What is your legal marital status?

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* 7. Which of the following best describes your current working status?

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* 8. Do you plan to retire within the next 2 years?

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* 9. Which of the following best describes financial decision-making in your household?

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* 10. How confident do you feel managing your money?Please answer on a scale of 0 to 100 where 0 is 'not at all confident', and 100 is 'completely confident'

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* 11. How knowledgeable would you say you are about financial matters?Please answer on a scale of 0 to 100 where 0 is ‘not at all knowledgeable’ and 100 is ‘very knowledgeable’

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* 12. How much do you agree or disagree with the following statements?

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* 14. Everyone learns differently about managing money, where do you go to get information on savings tips?Please select all that apply

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* 15. How much do you agree or disagree with the following statements?

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* 16. Which, if any, of these products do you have currently, either in your own name or in joint

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* 17. If you said 'Yes' to having an ISA account. Which type of ISA do you have, and how much in total do you currently have in these investments?Please select all that apply and think about current market value

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* 18. Thinking about your other investments, how much in total do you currently have in these investments? Please think about the current market value

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* 19. What is the approximate value of the property you currently live in?

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* 20. How much in total is left to pay on this mortgage? If you are unsure please give your best estimate

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* 21. People invest money for different reasons. Which of the following are the main reasons why you have invested?

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* 22. How much do you agree or disagree with the following statement?

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* 23. Thinking about these investments, how often, if ever, do you check these yourself?Checking your investments can involve, but is not limited to, checking the balance, looking at performance, and comparing them with other available products.

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* 24. Thinking about these investments, approximately how much money would you say you have you invested in the last 12 months, in total?

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* 25. Has the amount of money you have invested this year and how you have invested changed as a result of Covid 19?

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* 26. How do you add money to your investments?Please select all that apply

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* 27. Before you took out your most recent product, did you compare it with two or more different providers by looking at the products, prices or the terms and conditions offered?

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* 28. Which of the following events have you experienced in the last 12 months

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* 29. From the list below can you identify all changes you have had to make to your day to day life as a result of Covid 19? Please tick all that apply

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* 30. What, if any, impact do you think the challenge of Covid 19 will have on your mental health and well-being?

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* 31. What is your total annual household income from all sources before tax and other deductions?

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* 33. What day and time would be convenient to you?Please tick all options that apply

* 10. How confident do you feel managing your money?

Please answer on a scale of 0 to 100 where 0 is 'not at all confident', and 100 is 'completely confident'

* 11. How knowledgeable would you say you are about financial matters?

Please answer on a scale of 0 to 100 where 0 is ‘not at all knowledgeable’ and 100 is ‘very knowledgeable’

* 14. Everyone learns differently about managing money, where do you go to get information on savings tips?

Please select all that apply

* 17. If you said 'Yes' to having an ISA account. Which type of ISA do you have, and how much in total do you currently have in these investments?

Please select all that apply and think about current market value

* 18. Thinking about your other investments, how much in total do you currently have in these investments?

Please think about the current market value

* 20. How much in total is left to pay on this mortgage?
If you are unsure please give your best estimate

* 23. Thinking about these investments, how often, if ever, do you check these yourself?

Checking your investments can involve, but is not limited to, checking the balance, looking at performance, and comparing them with other available products.

* 26. How do you add money to your investments?

Please select all that apply

* 33. What day and time would be convenient to you?

Please tick all options that apply