Catalogue

UK Data Service data catalogue record for:

Small- and Medium-Sized Enterprise Finance Monitor, 2011-2017

Title details

SN: 6888
Title: Small- and Medium-Sized Enterprise Finance Monitor, 2011-2017
Alternative title: SME Finance Monitor
Persistent identifier: 10.5255/UKDA-SN-6888-19
Depositor: BDRC Continental
Principal investigator(s): BDRC Continental
Data collector(s): BDRC Continental
Sponsor(s): British Bankers' Association. Business Finance Taskforce

Citation

The citation for this study is:

BDRC Continental. (2017). Small- and Medium-Sized Enterprise Finance Monitor, 2011-2017. [data collection]. 18th Edition. UK Data Service. SN: 6888, http://doi.org/10.5255/UKDA-SN-6888-19

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Subject Categories

Economic conditions and indicators - Economics
General - Employment and labour
Trade, industry and markets - Industry and management

Abstract

Abstract copyright UK Data Service and data collection copyright owner.

This survey is commissioned by the Business Finance Taskforce to provide an independent and authoritative report into the key issues of SME Finance. 5,000 telephone interviews are conducted per quarter, across the UK, to a carefully structured sample of SMEs by size, sector and region. Data for Q2 2015 was collected between April and July 2015. The data set includes all data collected for the last 10 waves, i.e. from Q1 2013 until Q2 2015, whilst the report focuses on data gathered from the last 4 quarters. The report is now released biannually; The latest report is submitted now for Q2 2015, and the next one will follow after Q4 2015.

The survey explores demand for external funding amongst SMEs and the response to requests for funding made to banks in the last 12 months. It also asks for future finance needs and assesses business confidence, growth, and barriers to growth for the future, as well as the impact of a lending experience on the overall banking relationship. As well as identifying the proportion of SMEs that have approached a lender for external finance, the survey identified those who would have liked to apply, but haven't, the barriers to such an application, and the impact of the decision not to seek funding on business performance.

A wide range of business demographics are collected to allow for sub-group analysis by criertia such as age of business, external risk rating, type of facility requested, and the "formality" of the business (planning, HR policies, importing, exporting, etc.).

The intention is for this to become the definitive data set on this topic for banks, government, business organisations and other interested parties, including academics. It is hoped it will be used to provide answers, to obviate the need for similar quantitative research, and to provide the starting point for spin off projects into specific aspects of SME Finance.

Due to the increasing size of the cumulative data file, it is now constructed on a 10-wave rolling basis, i.e. the latest file will contain the 10 most recent waves of data. Therefore, to ensure coverage of the whole series, the study now contains separate 10-quarter data files (e.g. Q1 2011-Q3 2013, Q.2 2011-Q4 2013, Q3 2011-Q1 2014, etc., up to Q4 2012-Q1 2015). The periodic report focuses on data gathered from the last four quarters. The report frequency has now changed to two releases per year, so the next report will follow the Q2 2015 data release.

Further information is available on the SME Finance Monitor web page.

For the 18th edition (October 2017) additional data and documentation were deposited to extend the coverage to Quarter 2, 2017.

Main Topics:
The survey explores demand for external funding amongst SMEs and the response to requests for funding made to banks in the last 12 months. It also asks for future finance needs and assesses business confidence, growth, and barriers to growth for the future, as well as the impact of a lending experience on the overall banking relationship.

Coverage, universe, methodology

Time period: 2011 - 2017
Country: United Kingdom
Spatial units: Countries
Government Office Regions
Postcode (Area)
Observation units: Institutions/organisations
Kind of data: Numeric data
Individual (micro) level
Universe: National
UK SMEs with up to 250 employees.
Time dimensions: Repeated cross-sectional study
Sampling procedures: Quota sample
Number of units: Data are gathered from c.5,000 responding SMEs per quarter, meaning that each 10-quarter data file includes c.50,000 cases.
Method of data collection: Telephone interview
Weighting: Weighting used. See documentation for details.

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Administrative and access information

Date of release:
First edition: 08 November 2011
Latest edition: 23 October 2017 (18th Edition)
Copyright: Copyright BDRC Continental
Access conditions: The depositor has specified that registration is required. Available to all registered users. The depositor may be informed about usage.
Availability: UK Data Service
Contact: Get in touch

Documentation

Title File Name Size (KB)
Management Summary Q1 2015 6888_sme_finance_monitor_management_summary_q1_2015.pdf 774
Management Summary Q3 2015 6888_sme_finance_monitor_management_summary_q3_2015.pdf 836
Management Summary Q4 2015 6888_sme_finance_monitor_management_summary_q4_2015.pdf 343
Questionnaire Q1 2011 6888_sme_finance_monitor_questionnaire_q1_2011.pdf 706
Questionnaire Q1 2013 6888_sme_finance_monitor_questionnaire_q1_2013.pdf 255
Questionnaire Q1 2014 6888_sme_finance_monitor_questionnaire_q1_2014.pdf 1255
Questionnaire Q1 2015 6888_sme_finance_monitor_questionnaire_q1_2015.pdf 1446
Questionnaire Q2 2011 6888_sme_finance_monitor_questionnaire_q2_2011.pdf 1152
Questionnaire Q2 2012 6888_sme_finance_monitor_questionnaire_q2_2012.pdf 1214
Questionnaire Q2 2013 6888_sme_finance_monitor_questionnaire_q2_2013.pdf 268
Questionnaire Q2 2014 6888_sme_finance_monitor_questionnaire_q2_2014.pdf 256
Questionnaire Q2 2015 6888_sme_finance_monitor_questionnaire_q2_2015.pdf 393
Questionnaire Q2 2016 6888_sme_finance_monitor_questionnaire_q2_2016.pdf 1125
Questionnaire Q2 2017 6888_sme_finance_monitor_questionnaire_q2_2017.pdf 1375
Questionnaire Q3 2011 - Q2 2012 6888_sme_finance_monitor_questionnaire_q3_2011-q2_2012.pdf 1213
Questionnaire Q3 2012 6888_sme_finance_monitor_questionnaire_q3_2012.pdf 1213
Questionnaire Q3 2013 6888_sme_finance_monitor_questionnaire_q3_2013.pdf 1246
Questionnaire Q3 2015 6888_sme_finance_monitor_questionnaire_q3_2015.pdf 1453
Questionnaire Q4 2012 6888_sme_finance_monitor_questionnaire_q4_2012.pdf 1186
Questionnaire Q4 2013 6888_sme_finance_monitor_questionnaire_q4_2013.pdf 1247
Questionnaire Q4 2014 6888_sme_finance_monitor_questionnaire_q4_2014.pdf 782
Questionnaire Q4 2015 6888_sme_finance_monitor_questionnaire_q4_2015.pdf 1449
Questionnaire Q4 2016 6888_sme_finance_monitor_questionnaire_q4_2016.pdf 673
Research Report Q1 2012 6888_sme_finance_monitor_report_q1_2012.pdf 1441
Research Report Q1 2013 6888_sme_finance_monitor_report_q1_2013.pdf 2312
Research Report Q2 2011 6888_sme_finance_monitor_report_q2_2011.pdf 1108
Research Report Q2 2012 6888_sme_finance_monitor_report_q2_2012.pdf 2110
Research Report Q2 2013 6888_sme_finance_monitor_report_q2_2013.pdf 8069
Research Report Q2 2014 6888_sme_finance_monitor_report_q2_2014.pdf 3299
Research Report Q2 2015 6888_sme_finance_monitor_report_q2_2015.pdf 3064
Research Report Q2 2016 6888_sme_finance_monitor_report_q2_2016.pdf 3025
Research Report Q2 2017 6888_sme_finance_monitor_report_q2_2017.pdf 3273
Research Report Q3 2011 6888_sme_finance_monitor_report_q3_2011.pdf 1331
Research Report Q3 2012 6888_sme_finance_monitor_report_q3_2012.pdf 2154
Research Report Q3 2013 6888_sme_finance_monitor_report_q3_2013.pdf 3500
Research Report Q4 2012 6888_sme_finance_monitor_report_q4_2012.pdf 2247
Research Report Q4 2013 6888_sme_finance_monitor_report_q4_2013.pdf 3464
Research Report Q4 2014 6888_sme_finance_monitor_report_q4_2014.pdf 3782
Research Report Q4 2016 6888_sme_finance_monitor_report_q4_2016.pdf 3463
Study information and citation UKDA_Study_6888_Information.htm 6
READ File read6888.htm 10

Publications

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By principal investigator(s):

Resulting from secondary analysis:
Rostamkalaei, A. and Freel, M. (2017 'Business advice and lending in small firms', Environment and Planning C: Politics and Space, 35(3), pp. 537-555.

Rostamkalaei, A. (2017) 'Discouraged borrowers aftermath of financial crisis: a UK study', Journal of Small Business and Enterprise Development, 24(2), pp.394-410.

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Small- and Medium-Sized Enterprise Finance Monitor, 2011-2017

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