Questionnaire Module Main Survey
benefits_w1
Unearned Income and State Benefits module
Questions 25
benefits_w1.benefit
Time at start of benefits module
Type: time
- a_benefit_tm (a_indresp) start time for benefit module (seconds)
benefits_w1.btype
Type of benefit or payment
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: Please look at this card and tell me which, if any, of the types of payments listed you are currently receiving [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)}?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Unemployment-related benefits, or National Insurance Credits? | a_btype1 (a_indresp) unemployment-related benefits, or national insurance credits? |
| 2 | Income Support? | a_btype2 (a_indresp) income support? |
| 3 | Sick, disab or incapacity ben (inc Emp't and Supp Allowance)? | a_btype3 (a_indresp) sick, disab or incapacity ben (inc emp't and supp allowance)? |
| 4 | Any Pension inc. a private pension or State pension? | a_btype4 (a_indresp) any pension inc. a private pension or state pension? |
| 5 | Child Benefit? | a_btype5 (a_indresp) child benefit? |
| 6 | Tax credits, such as the Working Tax Credit or Child Tax Credit? | a_btype6 (a_indresp) tax credits, such as the working tax credit or child tax credit? |
| 7 | Any other family related benefits or payment? | a_btype7 (a_indresp) any other family related benefits or payment? |
| 8 | Housing or Council Tax Benefit | a_btype8 (a_indresp) housing or council tax benefit |
| 9 | Income from any other state benefit? | a_btype9 (a_indresp) income from any other state benefit? |
| 96 | None of these | a_btype96 (a_indresp) none of these |
benefits_w1.benunemp
Income : Unemployment benefit(s)
Type: multichoice
Source: LFF tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: [Can I just check, are] {JBSTAT = 3 & BTYPE <> 1} / [Are] {BType = 1} you currently receiving any of the types of payments on this card [either just yourself or jointly]{hhsize > 1 & (livesp = 1 or livewith = 1,3)} ?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Job Seeker's Allowance? | a_benunemp1 (a_indresp) job seeker's allowance? |
| 2 | or National Insurance Credits? | a_benunemp2 (a_indresp) or national insurance credits? |
| 96 | None of these | a_benunemp96 (a_indresp) none of these |
Universe:
if BType = 1 | DEMOGRAPHICS.Jbstat = 3 (Receives any unemployment benefit or is currently unemployed)
benefits_w1.bendis
Income: Disability benefit(s)
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: [Can I just check, are] {(JBSTAT=8 | Health = 1) & BTYPE <> 3} / [Are] {BType = 3} you currently receiving any of the payments on this card [either just yourself or jointly]{hhsize > 1 & (livesp = 1 or livewith = 1,3)} ?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Incapacity Benefit? | a_bendis1 (a_indresp) Incapacity Benefit |
| 2 | Employment and Support Allowance? | a_bendis2 (a_indresp) Employment and Support Allowance |
| 3 | Severe Disablement Allowance? | a_bendis3 (a_indresp) Severe Disablement Allowance |
| 4 | Carer's Allowance? | a_bendis4 (a_indresp) Carer's Allowance |
| 5 | Disability Living Allowance? | a_bendis5 (a_indresp) Disability Living Allowance |
| 6 | Return to Work Credit? | a_bendis6 (a_indresp) return to work credit? |
| 7 | Attendance Allowance? | a_bendis7 (a_indresp) Attendance Allowance |
| 8 | Industrial Injury Disablement Benefit? | a_bendis8 (a_indresp) Industrial Injury Disablement Benefit |
| 9 | War Disablement Pension? | a_bendis9 (a_indresp) war disablement pension? |
| 10 | Sickness and Accident Insurance? | a_bendis10 (a_indresp) Sickness and Accident Insurance |
| 11 | Any other disability related benefit or payment? | a_bendis11 (a_indresp) any other disability related benefit or payment? |
| 96 | None of these | a_bendis96 (a_indresp) None of these |
Universe:
if BType = 3 | ((DEMOGRAPHICS.Jbstat = 8 | HEALTH.Health = 1) & BType <>3) (Receives any disability benefit or is currently long-term sick or disabled or has a long-standing illness, disability or infirmity and has not indicated receiving any disability benefits)
benefits_w1.benpen
Income: Pension(s)
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: [Can I just check, are] {BTYPE <> 4 & ((AGE > 59 & SEX = 2) | (AGE > 64 & SEX = 1))} / [Are] {BTYPE = 4} you currently receiving any of the types of payments on this card [either just yourself or jointly]{hhsize > 1 & (livesp = 1 or livewith = 1,3)} ?
| Option | Label | Associated variables |
|---|---|---|
| 1 | NI Pension or State Retirement (Old Age) Pension? | a_benpen1 (a_indresp) NI Pension or State Retirement (Old Age) Pension |
| 2 | A pension from a previous employer? | a_benpen2 (a_indresp) A pension from a previous employer |
| 3 | A pension from a spouse's previous employer? | a_benpen3 (a_indresp) A pension from a spouse's previous employer |
| 4 | Pension Credit including Guarantee Credit & Savings Credit? | a_benpen4 (a_indresp) Pension Credit including Guarantee Credit & Savings Credit |
| 5 | Private pension or annuity? | a_benpen5 (a_indresp) Private Pension or Annuity |
| 6 | Widow's or War Widow's Pension? | a_benpen6 (a_indresp) Widow's or War Widow's Pension |
| 7 | Widowed Mother's-, Parent's- or Bereavement- Allowance? | a_benpen7 (a_indresp) Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowance |
| 8 | War Disablement Pension? | a_benpen8 (a_indresp) War Disablement Pension |
| 96 | None of these | a_benpen96 (a_indresp) None of these |
Universe:
if BType = 4 | (BType <>4 & ((age > 59 & sex = 2) | (age > 64 & sex = 1))) (Receives any sort of pension or is female aged 60+ or male aged 65+ and did not mention receiving any sort of pension)
benefits_w1.niserps
Income: Receives SERPS
Type: choice
Source: BHPS
Interviewer Instruction: F9 FOR HELP
Text: You say you receive the State Retirement Pension. Does this include any income from the State Earnings Related Pension Scheme, also known as SERPS?
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if BType = 4 | (BType <>4 & ((age > 59 & sex = 2) | (age > 64 & sex = 1))) (Receives any sort of pension or is female aged 60+ or male aged 65+ and did not mention receiving any sort of pension)
and if BenPen = 1 (Receives the NI Pension or State Retirement Pension)
- a_niserps (a_indresp) income: receives serps
benefits_w1.bencb
Income: Receives Child Benefit
Type: choice
Source: BHPS
Text: Do you receive Child Benefit?
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if BType <> 5 & resp is responsible adult for any child under the age of 18 (Did not mention receiving Child Benefit and is the responsible adult for a child under 18)
- a_bencb (a_indresp) income: receives child benefit
benefits_w1.benctc
Income: Receives Child Tax Credit
Type: choice
Source: BHPS
Interviewer Instruction: F9 FOR HELP
Text: Are you receiving the Child Tax Credit [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)} ?
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if BType <> 5 & resp is responsible adult for any child under the age of 18 (Did not mention receiving Child Benefit and is the responsible adult for a child under 18)
and if BType = 5 | BenCB = 1 (Receives Child Benefit)
- a_benctc (a_indresp) income: receives child tax credit
benefits_w1.benfam
Income: Family benefits
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: Are you currently receiving any of the types of payments on this card [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)} ?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Foster Allowance or Guardian Allowance? | a_benfam1 (a_indresp) foster allowance or guardian allowance? |
| 2 | Maternity Allowance? | a_benfam2 (a_indresp) maternity allowance? |
| 3 | Maintenance or Alimony? | a_benfam3 (a_indresp) maintenance or alimony? |
| 4 | In-Work Credit for Lone Parents? | a_benfam4 (a_indresp) in-work credit for lone parents? |
| 5 | Any payments from a family member not living with you? | a_benfam5 (a_indresp) any payments from a family member not living with you? |
| 96 | None of these | a_benfam96 (a_indresp) none of these |
Universe:
if BType = 7 (Receives any other family-related benefits or payments)
benefits_w1.pencredtxt
Flag pension tax credit
Type: number
benefits_w1.chtaxcred
Flag child tax credit
Type: number
benefits_w1.retwcred
Flag return to work credit
Type: number
benefits_w1.bentax
Income: Tax Credits
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: READ OUT EACH IN TURN AND CODE ALL THAT APPLY
Text: [Are you currently receiving [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)} ...]{BTYPE = 6 & (TFTax = 1 | PenCredTxt = 1 | ChTaxCred = 1 | RetWCred = 1)} / [And do you currently receive the Working Tax Credit, including Disabled Person's Tax Credit [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)}?] {BTYPE = 6 & NOT TFTax = 1, PenCredTxt = 1, ChTaxCred = 1, RetWCred = 1}
| Option | Label | Associated variables |
|---|---|---|
| 1 | Working Tax Credit, including Disabled Person's Tax Credit? | a_bentax1 (a_indresp) working tax credit, including disabled person's tax credit? |
| 2 | Council Tax Benefit? | a_bentax2 (a_indresp) council tax benefit? |
| 3 | Pension Credit including Guarantee Credit or Saving Credit? | a_bentax3 (a_indresp) pension credit including guarantee credit or savind credit? |
| 4 | Child Tax Credit? | a_bentax4 (a_indresp) child tax credit? |
| 5 | Return to Work Credit? | a_bentax5 (a_indresp) return to work credit? |
| 96 | None of these | a_bentax96 (a_indresp) none of these |
Universe:
if BType = 6 (Receives tax credits)
benefits_w1.benhou
Receives housing-related benefit(s)
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: READ OUT EACH IN TURN AND CODE ALL THAT APPLY
Text: [And can I just check, do you currently receive [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)} ...] {BType <> 8 & (BenUnemp = 1 | BenUnemp = 2 | BenDis = 1 | BenPen = 7 | BenTax = 3)} / [Are you currently receiving [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)} ...] {BType = 8} / [Do you receive housing benefit [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)} ?] {TFHou = 1 & TFRen = 0 & TFRat = 1 & BenTax = RESPONSE}
| Option | Label | Associated variables |
|---|---|---|
| 1 | Housing Benefit | a_benhou1 (a_indresp) housing benefit |
| 2 | Council Tax Benefit | a_benhou2 (a_indresp) council tax benefit |
| 3 | Rent Rebate | a_benhou3 (a_indresp) rent rebate |
| 4 | Rate Rebate | a_benhou4 (a_indresp) rate rebate |
| 96 | None of these | a_benhou96 (a_indresp) none of these |
Universe:
if BType = 8 | (BType <> 8 & (BenUnemp = 1 | BenUnemp = 2 | BenDis = 1 | BenDis = 2 | BenPen = 4 | BenTax = 3)) (Receives housing benefit, council tax benefit, rent rebate or rate rebate OR did not mention receiving housing benefit but currently receives either Income Support, Job Seeker's Allowance, Incapacity Benefit or Pension Credit)
benefits_w1.privpen
Flag private pension
Type: number
benefits_w1.maintalim
Flag maintenance or alimony
Type: number
benefits_w1.payfam
Flag payments from family members
Type: number
benefits_w1.bensta
Income: Other sources
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: And aside from the types of income we've just been discussing, are you currently receiving any of the types of payments on this card [either just yourself or jointly] {hhsize > 1 & (livesp = 1 or livewith = 1,3)} ?
| Option | Label | Associated variables |
|---|---|---|
| 1 | A private pension or annuity | a_bensta1 (a_indresp) a private pension or annuity |
| 2 | Education Grant other than a Student Loan or Tuition Fee Loan? | a_bensta2 (a_indresp) Education Grant other than a Student Loan or Tuition Fee Loan |
| 3 | Trade Union or Friendly Society Payment? | a_bensta3 (a_indresp) Trade Union or Friendly Society Payment |
| 4 | Maintenance or Alimony | a_bensta4 (a_indresp) Maintenance or Alimony |
| 5 | Payments from a family member not living with you | a_bensta5 (a_indresp) Payments from a family member not living with you |
| 6 | Rent from Boarders, Lodgers (not family) living here with you? | a_bensta6 (a_indresp) Rent from Boarders or Lodgers (not family members) living here with you |
| 7 | Rent from any other property | a_bensta7 (a_indresp) Rent from any other property even if that only covers that property's mortgage o |
| 8 | Or any other regular payment? | a_bensta8 (a_indresp) or any other regular payment? |
| 96 | None of these | a_bensta96 (a_indresp) None of these |
benefits_w1.ficode
B/UI: Income receipt code
Type: number
Text: Income receipt code (computed)
1 NI Retirement/State Retirement (Old Age) Pension
2 A Pension from a previous employer
3 A Pension from a spouse's previous employer
4 A Private Pension/Annuity
5 A Widow's or War Widow's Pension
6 A Widowed Mother's Allowance / Widowed Parent's Allowance / Bereavement Allowance
7 Pension Credit (includes Guarantee Credit & Saving Credit)
8 Severe Disablement Allowance
9 Industrial Injury Disablement Allowance
10 Disability Living Allowance
11 Attendance Allowance
12 Carer's Allowance (formerly Invalid Care Allowance)
13 War Disablement Pension
14 Incapacity Benefit
15 Income Support
16 Job Seeker's Allowance
17 National Insurance Credits
18 Child Benefit (including Lone-Parent Child Benefit payments)
19 Child Tax Credit
20 Working Tax Credit (includes Disabled Person's Tax Credit)
21 Maternity Allowance
22 Housing Benefit
23 Council Tax Benefit
24 Educational Grant (not Student Loan or Tuition Fee Loan
25 Trade Union / Friendly Society Payment
26 Maintenance or Alimony
27 Payments from a family member not living here
28 Rent from Boarders or Lodgers (not family members) living here with you
29 Rent from any other property
30 Foster Allowance / Guardian Allowance
31 Rent rebate
32 Rate rebate
33 Employment and Support Allowance
34 Return to Work Credit
35 Sickness and Accident Insurance
36 In-Work Credit for Lone Parents
98 DON'T KNOW
99 REFUSED
Universe:
if benefit_number <= 12 (Not yet asked about > 12 mentioned benefits)
- a_ficode (a_income) b/ui: income receipt code
benefits_w1.fiseq
Income receipt sequence number
Type: number
Universe:
if benefit_number <= 12 (Not yet asked about > 12 mentioned benefits)
- a_fiseq (a_income) income receipt sequence number
benefits_w1.frval
B/UI: Last amount received
Type: number
Source: BHPS
Interviewer Instruction: IF 'DON'T KNOW/CAN'T REMEMBER' PROBE: 'Can you give me an approximate amount?'
Text: How much was the last payment of [SOURCE] you received to nearest £?
Universe:
if benefit_number <= 12 (Not yet asked about > 12 mentioned benefits)
- a_frval (a_income) b/ui: last amount received
benefits_w1.frwc
Period covered by last amount received
Type: choice
Source: BHPS
Text: What period did that cover?
| Option | Label |
|---|---|
| 1 | One week |
| 2 | Two weeks |
| 3 | Three weeks |
| 4 | Four weeks |
| 5 | Calender month |
| 6 | Two calender months |
| 7 | Eight times a year |
| 8 | Nine times a year |
| 9 | Ten times a year |
| 13 | Three months/13 weeks |
| 26 | Six months/26 weeks |
| 52 | 1 year/12 months/52 wks |
| 90 | Less than one week |
| 95 | One off/lump sum |
| 96 | None of these |
Universe:
if benefit_number <= 12 (Not yet asked about > 12 mentioned benefits)
and if FRVAL > 0 (Amount received stated)
- a_frwc (a_income) period covered by last amount received
benefits_w1.frjt
Last payment: Sole or joint recipient
Type: choice
Source: BHPS
Text: Do you receive that solely in your name or jointly with someone else?
| Option | Label |
|---|---|
| 1 | Sole |
| 2 | Joint |
| 3 | Both |
Universe:
if benefit_number <= 12 (Not yet asked about > 12 mentioned benefits)
and if HHGRID.NumAdults > 1 (More than one adult in the household)
- a_frjt (a_income) last payment: sole or joint recipient
benefits_w1.frjtpn
PNO of joint recipient
Type: choice
Source: BHPS
Interviewer Instruction: RECORD PERSON NUMBER FROM HOUSEHOLD GRID. IF PERSON NOT IN HOUSEHOLD CODE '0'
Text: With whom do you receive [SOURCE]?
| Option | Label |
|---|---|
| 0 | Non-household member |
| 1 | Person number 1 |
| 2 | Person number 2 |
| 3 | Person number 3 |
| 4 | Person number 4 |
| 5 | Person number 5 |
| 6 | Person number 6 |
| 7 | Person number 7 |
| 8 | Person number 8 |
| 9 | Person number 9 |
| 10 | Person number 10 |
| 11 | Person number 11 |
| 12 | Person number 12 |
| 13 | Person number 13 |
| 14 | Person number 14 |
| 15 | Person number 15 |
| 16 | Person number 16 |
Universe:
if benefit_number <= 12 (Not yet asked about > 12 mentioned benefits)
and if HHGRID.NumAdults > 1 (More than one adult in the household)
and if FRJT = 2,3 (Received income from source either jointly or both sole and jointly)
- a_frjtpn (a_income) pno of joint recipient
benefits_w1.fraddl
Received additional payment from source
Type: choice
Source: BHPS
Text: Are you currently receiving any other payments of [SOURCE]?
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if benefit_number <= 12 (Not yet asked about > 12 mentioned benefits)
and if (FICODE IN 2,3,4,24,25,26,28,29,30) & FISEQ < 12 (Receives a pension from a previous employer, a pension from a spouse's employer, a private pension/annuity, education grant, trade union/friendly society payment, maintenance or alimony, rent from borders or lodgers, rent from any other property, or foster allowance/guardian allowance and less than 12 sources have been enumerated)
- a_fraddl (a_income) received additional payment from source



