Skip to content

Innovation Panel Questionnaire Module

householdfinanceslong_ip11

Household Finances (long) module

Questions 14

householdfinanceslong_ip11.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...

OptionLabel
1Better off
2Worse of than now
3or about the same?

householdfinanceslong_ip11.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...

OptionLabel
1Living comfortably
2Doing alright
3Just about getting by
4Finding it quite diff
5Finding it very diff

householdfinanceslong_ip11.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?

OptionLabel
1Yes
2No

householdfinanceslong_ip11.fiyrdb1

Over 500 in interest/dividends

Type: choice

Source: BHPS

Text: Would it amount to £ 500 or more?

OptionLabel
1Yes
2No

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

householdfinanceslong_ip11.fiyrdb2

Over 1000 in interest/dividends

Type: choice

Source: BHPS

Text: Would it amount to £ 1000 or more?

OptionLabel
1Yes
2No

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)

householdfinanceslong_ip11.fiyrdb3

Over 5000 in interest/dividends

Type: choice

Source: BHPS

Text: to £ 5000 or more?

OptionLabel
1Yes
2No

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)

householdfinanceslong_ip11.fiyrdb4

Over 2500 in interest/dividends

Type: choice

Source: BHPS

Text: to £ 2500 or more?

OptionLabel
1Yes
2No

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)

householdfinanceslong_ip11.fiyrdb5

Over 10000 in interest/dividends

Type: choice

Source: BHPS

Text: to £ 10000 or more?

OptionLabel
1Yes
2No

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)

householdfinanceslong_ip11.fiyrdb6

Over 100 in interest/dividends

Type: choice

Source: BHPS

Text: Would it amount to £ 100 or more?

OptionLabel
1Yes
2No

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)

householdfinanceslong_ip11.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?

householdfinanceslong_ip11.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)

householdfinanceslong_ip11.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)

householdfinanceslong_ip11.fiyrtax

tax paid on interest/dividends

Type: choice

Source: UKHLS

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

OptionLabel
1Before tax
2After tax
3No tax paid

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)

householdfinanceslong_ip11.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)

What else is Understanding Society doing?

Email newsletter

Sign up to our newsletter