SME Finance Monitor

Latest published reports

The next full report (Q2 2017) will be published in September 2017.

Latest news: new monthly reporting

The full report is published every half year, with the last report covering the period to the end of 2016. From mid-2016, more frequent analysis has been undertaken of key metrics, looking at the 3 month rolling position for each month since July 2016, providing a more immediate read of SME sentiment. The latest period cover the 3 months January-March 2017 with all data collected prior to the triggering of Article 50.

The SME Finance Monitor has been providing robust and respected data on access to finance amongst SMEs for over five years, since 2011. These independent reports are used by banks, government, the Bank of England MPC and industry bodies to inform the debate on this key issue.

More than 100,000 interviews have now been conducted by BDRC (4,500 interviews each quarter), building into a considerable data set on SME sentiment around past and future finance needs.

The Monitor is vital for understanding how SMEs are thinking on key financial issues and the business environment. For example, we explore how many SMEs have applied for external finance, what their experience was, and what (if anything) stopped those who did not apply from doing so.

We also explore the extent to which they are aware of the various forms of support and advice available to them when accessing finance. Looking forward, we track how many are planning to grow and the key barriers to running the business as they would wish.

Starting in early 2017 we will be publishing monthly mini-reports, tracking changes in behaviour and sentiment as preparations for Brexit develop.

Both the report and underlying data are made available free to all interested parties, and the quarterly results are widely quoted in the media.  Latest coverage/usage: the SME Finance Monitor is cited in the Bank of England's Credit Conditions Review also used in British Business Bank's the Small Business Finance Markets Report 2015/16

Background

The SME Finance Monitor reports:

2017

NEW: Monthly format

The next full report (Q2 2017) will be published in September 2017.

2017

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