Everything went really well! Thank you so much for all your effort and patience — you did a fantastic job. We’ll definitely stay in touch for future projects.
Teresa
Project Manager
Strategy Agency
Mexico
Case study
Depth interviews and surveys: retirement investment platform, UK
The client brief
The end client was one of the best-known multi-manager online investment management platforms in the UK. They were working with a digital design agency to develop a new app that would help people of different ages to manage their pension investments, both before and after retirement.
We were asked to recruit around 50 participants in different age groups (including some who had already retired), and with varying levels of investible assets for online depth interviews. We were also asked to program and host two online surveys to collect quantitative data from similar profiles.
Research Countries
Research Industry Focus
Number of Participants
1170
Research Audience
Research Methodology
FieldworkHub delivers
Our qualitative recruitment work was split into four rounds over a six-month period. Each round had slightly different recruitment requirements and later rounds included a mix of fresh recruits and recontacts.
We obtained over 1100 completes in total from the two online surveys, with quotas for age, level of investible assets and current investment platform (with quotas for people who already had an account with the end client and those whose account was with a competitor).
The client was very pleased with the speed and quality of our work which formed a key input to the design process.
FieldworkHub has been a great research partner to me and my team. Caroline and Cornelius were incredibly proactive, helping us anticipate any issues that might come up and plan for how to handle them. Even though it did turn out to be a challenging project, things went smoothly because we were one step ahead. The team went above and beyond to help ensure our goals were met.
Nicole
Research Lead
dscout, inc.
USA
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