householdfinanceslong_ip10

householdfinanceslong_ip10.loyaltyo

Other loyalty card(s) respondent has

Type: string

Source: UKHLS

Interviewer Instruction: WRITE IN

Text: What other loyalty cards do you have?

Universe:
if Loyalty = 97 (Has other loyalty cards)

• j_loyaltyo_code (j_indresp_ip) other loyalty cards

householdfinanceslong_ip10.bankbal

Frequency of checking bank balance

Type: choice

Source: UKHLS

Text: How often do you check your bank balance?

• j_bankbal (j_indresp_ip) Frequency of checking bank balance

householdfinanceslong_ip10.finbud

Method of budgeting

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: Now, thinking about different ways that people have of managing their finances, how, if at all, do you record your budget?

householdfinanceslong_ip10.finfut

Subjective financial situation - future

Type: choice

Source: BHPS

Interviewer Instruction: READ OUT

Text: Looking ahead, how do you think you will be financially a year from now, will you be...

• j_finfut (j_indresp_ip) Subjective financial situation - future

householdfinanceslong_ip10.finhelp

Family member/close friend helps organise finances and bills

Type: choice

Source: UKHLS

Text: Some people have a family member or close friend who organises their finances and bills, does this apply to you?

• j_finhelp (j_indresp_ip) Family member/close friend helps organise finances and bills

householdfinanceslong_ip10.finnow

Subjective financial situation - current

Type: choice

Source: BHPS

Interviewer Instruction: READ OUT

Text: How well would you say you yourself are managing financially these days? Would you say you are...

• j_finnow (j_indresp_ip) Subjective financial situation - current

householdfinanceslong_ip10.finppen

Contributes to a private pension scheme

Type: choice

Source: UKHLS

Text: Do you pay into a private pension scheme, where you pay money from your bank account and it's not deducted automatically by an employer?

• j_finppen (j_indresp_ip) Contributes to a private pension scheme

householdfinanceslong_ip10.finsite

Account aggregation services used

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: Which of the following account aggregation services do you use to keep track of your accounts or to record your expenses?

householdfinanceslong_ip10.finsiteo

Other account aggregation services respondent uses

Type: string

Source: UKHLS

Interviewer Instruction: WRITE IN

Text: What other account aggregation services do you use?

Universe:
if FinSite = 97 (Uses other account aggregation services)

• j_finsiteo_code (j_indresp_ip) other financial aggregation service

householdfinanceslong_ip10.fiyrdb2

Over 1000 in interest/dividends

Type: choice

Source: BHPS

Text: Would it amount to £ 1000 or more?

Universe:
if FIYRDIA = DK | FIYRDIANR = DK (If Don't Know how much personally received in dividends or interest from any savings or investments)
and if FIYRDB1 = 1 (If more than 500)

• j_fiyrdb2 (j_indresp_ip) Over 1000 in interest/dividends

householdfinanceslong_ip10.fiyrdb3

Over 5000 in interest/dividends

Type: choice

Source: BHPS

Text: to £ 5000 or more?

Universe:
if FIYRDIA = DK | FIYRDIANR = DK (If Don't Know how much personally received in dividends or interest from any savings or investments)
and if FIYRDB1 = 1 (If more than 500)
and if FIYRDB2 = 1 (If more than 1000)

• j_fiyrdb3 (j_indresp_ip) Over 5000 in interest/dividends

householdfinanceslong_ip10.fiyrdb4

Over 2500 in interest/dividends

Type: choice

Source: BHPS

Text: to £ 2500 or more?

Universe:
if FIYRDIA = DK | FIYRDIANR = DK (If Don't Know how much personally received in dividends or interest from any savings or investments)
and if FIYRDB1 = 1 (If more than 500)
and if FIYRDB2 = 1 (If more than 1000)
and if FIYRDB3 = 2 (If NOT more than 5000)

• j_fiyrdb4 (j_indresp_ip) Over 2500 in interest/dividends

householdfinanceslong_ip10.fiyrdb5

Over 10000 in interest/dividends

Type: choice

Source: BHPS

Text: to £ 10000 or more?

Universe:
if FIYRDIA = DK | FIYRDIANR = DK (If Don't Know how much personally received in dividends or interest from any savings or investments)
and if FIYRDB1 = 1 (If more than 500)
and if FIYRDB2 = 1 (If more than 1000)
and if FIYRDB3 = 1 (If more than 5000)

• j_fiyrdb5 (j_indresp_ip) Over 10000 in interest/dividends

householdfinanceslong_ip10.fiyrdb6

Over 100 in interest/dividends

Type: choice

Source: BHPS

Text: Would it amount to £ 100 or more?

Universe:
if FIYRDIA = DK | FIYRDIANR = DK (If Don't Know how much personally received in dividends or interest from any savings or investments)
and if FIYRDB1 = 2 (If NOT more than 500)

• j_fiyrdb6 (j_indresp_ip) Over 100 in interest/dividends

householdfinanceslong_ip10.fiyrdia

Amount received in interest/dividends

Type: number

Source: BHPS

Interviewer Instruction: WRITE IN TO NEAREST £ PLEASE EXCLUDE RETURNS FROM PREMIUM BONDS

Text: In the past 12 months how much have you personally received in the way of dividends or interest from any savings and investments you may have?

• j_fiyrdia (j_indresp_ip) Amount received in interest/dividends

householdfinanceslong_ip10.fiyrdianr

Amount received in interest/dividends - CAWI non-response

Type: number

Source: UKHLS

Text: In the past 12 months how much have you personally received in the way of dividends or interest from any savings and investments you may have? Please enter an amount to the nearest pound. If possible, please provide an answer to this question as this is one of the key questions in this study. Please be assured that the information you give us will be treated confidentially.

Universe:
if (FIYRDIA = MIS|DK|REF) & GRIDVARIABLES.ModeType = 3 (Amount received in interest/dividends in last year is missing, don't know or refused AND mode is web)

• j_fiyrdianr (j_indresp_ip) Amount received in interest/dividends - CAWI non-response

householdfinanceslong_ip10.fiyrnet

Net amount received in interest/dividends

Type: number

Source: UKHLS

Interviewer Instruction: WRITE IN TO NEAREST £

Text: How much would the amount of interest be after all the necessary tax has been paid on this?

Universe:
if (FIYRDIA <> MIS|DK|REF) | ((FIYRDIA = MIS|DK|REF) & (FIYRDIANR <> MIS|DK|REF)) (Amount received in interest/dividends in last year is not missing, don't know or refused)
and if FIYRTAX = 1 (Amount stated is before tax)

• j_fiyrnet (j_indresp_ip) Net amount received in interest/dividends

householdfinanceslong_ip10.fiyrtax

tax paid on interest/dividends

Type: choice

Source: UKHLS

Text: Was this before or after tax, or was there no tax to pay?

Universe:
if (FIYRDIA <> MIS|DK|REF) | ((FIYRDIA = MIS|DK|REF) & (FIYRDIANR <> MIS|DK|REF)) (Amount received in interest/dividends in last year is not missing, don't know or refused)

• j_fiyrtax (j_indresp_ip) tax paid on interest/dividends

householdfinanceslong_ip10.loyalty

Store loyalty cards respondent has

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: Which of the following store loyalty cards do you have?

householdfinanceslong_ip10.ppencont

Amount of private pension contribution in last month

Type: number

Source: UKHLS

Interviewer Instruction: WRITE IN TO NEAREST £

Text: How much did you contribute to this pension scheme in the last month?

Universe:
if Finpen = 1 (Pays into a private pension scheme)

• j_ppencont (j_indresp_ip) Amount of private pension contribution in last month

householdfinanceslong_ip10.taxsa

Filed a tax return or self-assessment form for last financial year

Type: choice

Source: UKHLS

Text: Did you file a tax return or self-assessment form for the last financial year?

• j_taxsa (j_indresp_ip) Filed a tax return or self-assessment form for last financial year

householdfinanceslong_ip10.balhow

Method of checking bank balance

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: How do you check your bank balance?

Universe:
if BankBal <> 6 (Respondent checks bank balance)

householdfinanceslong_ip10.fiyrdb1

Over 500 in interest/dividends

Type: choice

Source: BHPS

Text: Would it amount to £ 500 or more?

Universe:
if FIYRDIA = DK | FIYRDIANR = DK (If Don't Know how much personally received in dividends or interest from any savings or investments)

• j_fiyrdb1 (j_indresp_ip) Over 500 in interest/dividends

householdfinanceslong_ip10.accountnt

Has an accountant

Type: choice

Source: UKHLS

Text: Do you have an accountant?

• j_accountnt (j_indresp_ip) Has an accountant