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Informed consent for participation in research

What this research study is about

We, EY Seren Limited (“EY Seren”), are conducting research into Targeted Support (the “Project”) – a new type of financial support that financial firms might offer by making suggestions to groups of consumers with common characteristics. You have been recruited by Take Part in Researh as a research participant in the Project.

Your involvement in the study

We have provided a summary of how we will be approaching this research below, and we will be glad to answer any specific questions you may have about the Project.

The research will take place on Microsoft Teams.

We expect the session to last 60 minutes.

We will ask you to discuss and share your perceptions regarding the sharing of personal data to receive suggestions on financial products and services, as well as your trust in financial providers.

We are conducting this research to better understand customers’ needs and perceptions regarding financial advice and guidance that can help customers to take a step into investing. The findings will inform a research study that may be compiled into a report and shared with our clients.

During the research session, there are no right or wrong answers, we’re interested in your own experience – we are not in any way evaluating you.

Your participation is voluntary

You may take a break or leave the Project at any time, for any reason. You also have the right to withdraw from the study after the session or make a complaint by emailing [email protected] and sharing the reference number, researcher’s name, and the date of your session – shown at the top of this page.

How we use your research data

The research team use the data gathered during the project to analyse the outcomes of the research, developing insights to help us develop our products and services and provide insights for our clients and how people use their services. All responses are treated as confidential and will be aggregated, so you will not be personally identified in any presentations or publications produced and shared by EY Seren to our clients or other third parties.

Protecting your data

EY Seren takes your privacy and treatment of your Personal Data seriously. Our Privacy Notice is available at: Privacy statement | EY - UK

EY Seren (part of EY LLP) acknowledge that for the purposes of the UK General Data Protection Data Regulation (“UK GDPR”), the Data Protection Act 2018 and any equivalent or subsequent legislation relating to data protection which is applicable to the Project, EY Seren are the controllers.

During your participation in the Project, you will be audio-recorded and video-recorded. Any such recordings will constitute your Personal Data (as defined in the UK GDPR).

During your participation in the Project, EY Seren will also collect other types of your Personal Data, including name, age, gender, and contact information, personal investible assets, retirement status (retired, soon to be retired or none of the above), financial data (if you are aware of the number of pensions you have) and any additional information you choose to share during the interview.

To complete the Project, EY Seren will store your Personal Data on its secure internal computer systems.

EY Seren will not transfer your Personal Data to our clients or other third parties. We will only present aggregated data devoid of personal identifiers, and themed insights to share its findings in relation to the Project.

To be clear this aggregated data, and works produced, would not constitute your Personal Data.

EY Seren will delete your Personal Data one year after the Project has ended.

All research activity is being conducted in accordance with the Market Research Society’s Code of Conduct and relevant data protection legislation where the research activity is taking place.

Your consent

I give my consent for (please tick all that apply):

Members of the Project team to observe the research and capture notes

The session audio to be recorded for the specific purpose of this research

The session video to be recorded for the specific purpose of this research

My Personal Data in connection to the Project outlined above to be collected, stored and processed for the duration of one year after the Project has ended.

Your agreement to participate

I have read this consent form in its entirety, agree to the terms, and voluntarily agree to participate in the Project with EY Seren collecting and using my data as outlined above for the purpose of this research. I am aware that I can withdraw my consent at any time. I can do this by emailing [email protected] and sharing the reference number, researcher’s name, and the date of your session – shown at the top of this page.

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September 19, 2025 11:21 am GMT

Informed consent for participation in research Uploaded by Stuart Chaney - [email protected] IP 31.50.138.110

September 19, 2025 4:45 pm GMT

Document owner [email protected] has handed over this document to [email protected] 2025-09-19 16:45:54 - 82.148.32.25

September 30, 2025 11:09 am GMT

Document owner [email protected] has handed over this document to [email protected] 2025-09-30 11:09:07 - 31.50.138.110