Questionnaire Module Main Survey
benefits_w5
Unearned Income and State Benefits module
Questions 36
benefits_w5.intbenefit
Benefit module intro
Type: choice
Text: One of the most important parts of our research is how people are getting by financially these days. We have found that we need to ask about a number of different types of income, otherwise our results could be misleading. Please think about ALL of the extra sources of income you receive, as well as any benefits or tax credits. If you are at all unsure about whether something would count, you can check with me. I'd like to remind you that anything you tell me is completely confidential.
| Option | Label |
|---|---|
| 1 | Continue |
benefits_w5.tftax
Region indicator
Type: number
benefits_w5.benfam
Income: Family benefits
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: Are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1)} ,either just yourself or jointly?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Foster Allowance or Guardian Allowance | e_benfam1 (e_indresp) income: receives: foster allowance or guardian allowance? |
| 2 | Maternity Allowance | e_benfam2 (e_indresp) income: receives: maternity allowance? |
| 3 | Maintenance or Alimony | e_benfam3 (e_indresp) income: receives: maintenance or alimony? |
| 4 | In-Work Credit for Lone Parents | e_benfam4 (e_indresp) income: receives: in-work credit for lone parents? |
| 5 | Any payments from a family member not living with you | e_benfam5 (e_indresp) income: receives: any payments from a family member not living with you? |
| 96 | None of these | e_benfam96 (e_indresp) income: receives: none of these |
Universe:
if BType = 7 (Receives any other family-related benefits or payments)
benefits_w5.btype
Type of benefit or payment
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: Which, if any, of these types of payments are you currently receiving {if hhsize > 1 & (livesp = 1 or livewith = 1)} ,either just yourself or jointly?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Unemployment-related benefits or NI Credits | e_btype1 (e_indresp) type of benefit or payment: unemployment-related benefits, or national insura |
| 2 | Income Support | e_btype2 (e_indresp) type of benefit or payment: income support? |
| 10 | Universal Credit | e_btype10 (e_indresp) type of benefit or payment: tf_universalcredit |
| 3 | Sickness, disability or incapacity benefits | e_btype3 (e_indresp) type of benefit or payment: tf_sicknessdis |
| 4 | Any sort of pension | e_btype4 (e_indresp) type of benefit or payment: any sort of pension including a private pension o |
| 5 | Child Benefit | e_btype5 (e_indresp) type of benefit or payment: child benefit? |
| 6 | Tax Credits | e_btype6 (e_indresp) type of benefit or payment: tax credits such as the working tax credit or chi |
| 7 | Other family-related benefit or payment | e_btype7 (e_indresp) type of benefit or payment: any other family related benefit or payments? |
| 8 | Housing or Council Tax Benefit/Rent or Rate Rebate | e_btype8 (e_indresp) type of benefit or payment: b3btype_tfhou? |
| 9 | Income from any other state benefit | e_btype9 (e_indresp) type of benefit or payment: income from any other state benefit? |
| 96 | None of these | e_btype96 (e_indresp) type of benefit or payment: none of these |
benefits_w5.benunemp
Income : Unemployment benefits
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: {if JBSTAT = 3 & BTYPE <> 1} Can I just check, are / {if BType = 1} Are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1)} ,either just yourself or jointly?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Job Seeker's Allowance | e_benunemp1 (e_indresp) income: receives...: job seeker s allowance? |
| 2 | National Insurance Credits | e_benunemp2 (e_indresp) income: receives...: national insurance credits? |
| 3 | Universal Credit | e_benunemp3 (e_indresp) income: receives...: tf_universalcredit |
| 96 | None of these | e_benunemp96 (e_indresp) income: receives...: none of these |
Universe:
if BType = 1 | DEMOGRAPHICS.Jbstat = 3 (Receives any unemployment benefit or is currently unemployed)
benefits_w5.bendis
Income: Disability benefits
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: {if (JBSTAT=8 | Health = 1) & BTYPE <> 3} Can I just check, are / {if BType = 3} Are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1)} ,either just yourself or jointly?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Incapacity Benefit | e_bendis1 (e_indresp) Incapacity Benefit |
| 11 | Universal Credit | e_bendis11 (e_indresp) disability benefits: tf_universalcredit |
| 2 | Employment and Support Allowance | e_bendis2 (e_indresp) Employment and Support Allowance |
| 3 | Severe Disablement Allowance | e_bendis3 (e_indresp) Severe Disablement Allowance |
| 4 | Carer's Allowance | e_bendis4 (e_indresp) Carer's Allowance |
| 5 | Disability Living Allowance | e_bendis5 (e_indresp) Disability Living Allowance |
| 12 | Personal Independence Payment | e_bendis12 (e_indresp) Personal Independence Payments |
| 6 | Return to Work Credit | e_bendis6 (e_indresp) disability benefits: return to work credit? |
| 7 | Attendance Allowance | e_bendis7 (e_indresp) Attendance Allowance |
| 8 | Industrial Injury Disablement Benefit | e_bendis8 (e_indresp) Industrial Injury Disablement Benefit |
| 9 | War Disablement Pension | e_bendis9 (e_indresp) disability benefits: war disablement pension? |
| 10 | Sickness and Accident Insurance | e_bendis10 (e_indresp) Sickness and Accident Insurance |
| 97 | Any other disability related benefit or payment | e_bendis97 (e_indresp) Any other disability related benefit or payment |
| 96 | None of these | e_bendis96 (e_indresp) None of these |
Universe:
if BType = 3 | ((DEMOGRAPHICS.Jbstat = 8 | DISABILITY.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_w5.benesa
Type of ESA received
Type: choice
Source: UKHLS
Interviewer Instruction: READ OUT
Text: Do you know whether the Employment and Support Allowance is in the...
| Option | Label |
|---|---|
| 1 | Work-Related Activity Group |
| 2 | Support Group |
| 3 | SPONTANEOUS: Not sure/Don't know |
Universe:
if BType = 3 | ((DEMOGRAPHICS.Jbstat = 8 | DISABILITY.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)
and if BenDis = 2 (Receives Employment and Support Allowance)
- e_benesa (e_indresp) Employment and Support Allowance: Work-Related Activity Group or Support Group
benefits_w5.wardistxt
Flag War Disablement Pension
Type: number
benefits_w5.benpen
Income: Pensions
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: CODE ALL THAT APPLY
Text: {if BTYPE <> 4 & (GRIDVARIABLES.Pensioner = 1)} Can I just check, are / {if BTYPE = 4} Are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1)} ,either just yourself or jointly?
| Option | Label | Associated variables |
|---|---|---|
| 1 | NI Pension or State Retirement (Old Age) Pension | e_benpen1 (e_indresp) NI Pension or State Retirement (Old Age) Pension |
| 2 | A pension from a previous employer | e_benpen2 (e_indresp) A pension from a previous employer |
| 3 | A pension from a spouse's previous employer | e_benpen3 (e_indresp) A pension from a spouse's previous employer |
| 4 | Pension Credit including Guarantee Credit & Savings Credit | e_benpen4 (e_indresp) Pension Credit including Guarantee Credit & Savings Credit |
| 5 | Private pension or annuity | e_benpen5 (e_indresp) Private Pension or Annuity |
| 6 | Widow's or War Widow's Pension | e_benpen6 (e_indresp) Widow's or War Widow's Pension |
| 7 | Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowance | e_benpen7 (e_indresp) Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowance |
| 8 | War Disablement Pension | e_benpen8 (e_indresp) War Disablement Pension |
| 96 | None of these | e_benpen96 (e_indresp) None of these |
Universe:
if BType = 4 | (BType <> 4 & GRIDVARIABLES.Pensioner = 1) (Receives any sort of pension or is of pensionable age and did not mention receiving any sort of pension)
benefits_w5.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 & GRIDVARIABLES.Pensioner = 1) (Receives any sort of pension or is of pensionable age and did not mention receiving any sort of pension)
and if BenPen = 1 (Receives the NI Pension or State Retirement Pension)
- e_niserps (e_indresp) income: receives...serps
benefits_w5.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)
- e_bencb (e_indresp) income: receives...
benefits_w5.benctc
Income: Receives Child Tax Credit
Type: choice
Source: BHPS
Interviewer Instruction: F9 FOR HELP
Text: Are you receiving the Child Tax Credit {if hhsize > 1 & (livesp = 1 or livewith = 1)} ,either just yourself or jointly?
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if (BType = 5 | BenCB = 1) & (Btype <> 10 & BenUnemp <> 3 & BenDis <> 11) (Receives Child Benefit and does not otherwise receive Universal Credit)
- e_benctc (e_indresp) income: receives...
benefits_w5.unicredtxt
Flag universal credit
Type: number
benefits_w5.pencredtxt
Flag pension tax credit
Type: number
benefits_w5.chtaxcred
Flag child tax credit
Type: number
benefits_w5.retwcred
Flag return to work credit
Type: number
benefits_w5.bentax
Income: Tax Credits
Type: multichoice
Source: LFS tel (adapted)
Interviewer Instruction: READ OUT EACH IN TURN AND CODE ALL THAT APPLY
Text: {if BTYPE = 6 & (TFTax = 1 | PenCredTxt = 1 | ChTaxCred = 1 | RetWCred = 1 | UniCredTxt = 1)} Are you currently receiving [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1)} ... / {if {BTYPE = 6 & (TFTax = 0 & PenCredTxt = 0 & ChTaxCred = 0 & RetWCred = 0 & UniCredTxt <> 1)} And do you currently receive the Working Tax Credit, including Disabled Person's Tax Credit [either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1)}?
| Option | Label | Associated variables |
|---|---|---|
| 6 | Universal Credit | |
| 1 | Working Tax Credit, including Disabled Person's Tax Credit | e_bentax1 (e_indresp) income: receives: working tax credit, including disabled person s tax credit? |
| 2 | Council Tax Benefit | e_bentax2 (e_indresp) income: receives: cntaxcred |
| 3 | Pension Credit including Guarantee Credit or Saving Credit | e_bentax3 (e_indresp) income: receives: pencredtxt |
| 4 | Child Tax Credit | e_bentax4 (e_indresp) income: receives: chtaxcred |
| 5 | Return to Work Credit | e_bentax5 (e_indresp) income: receives: wkcredtext |
| 96 | None of these | e_bentax96 (e_indresp) income: receives: none of these |
Universe:
if BType = 6 (Receives tax credits)
benefits_w5.tfhou
Flag housing benfit
Type: number
benefits_w5.tfcou
Flag council tax credit
Type: number
benefits_w5.tfren
Flag rent rebate
Type: number
benefits_w5.tfrat
Flag rate rebate
Type: number
benefits_w5.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: {if BType not equal to 8 & (BType = 2 | BenUnemp = 1 | BenUnemp = 2 | BenDis = 1 | BenDis = 2 | BenPen = 4 | BenTax = 3)} And can I just check, do you currently receive [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1) ... / {if BType = 8} Are you currently receiving [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1)}... / {if TFHou = 1 & TFRen = 1 & TFRat = 1 & BenTax = RESPONSE & Istrtdat before 30/09/2013} Do you receive housing benefit [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1)}?
| Option | Label | Associated variables |
|---|---|---|
| 1 | Housing Benefit | e_benhou1 (e_indresp) income: receives: tfhou |
| 2 | Council Tax Benefit | e_benhou2 (e_indresp) income: receives: tfcou |
| 3 | Rent Rebate | e_benhou3 (e_indresp) income: receives: tfren |
| 4 | Rate Rebate | e_benhou4 (e_indresp) income: receives: tfrat |
| 5 | Universal Credit | e_benhou5 (e_indresp) income: receives: tf_universalcredit |
| 96 | None of these | e_benhou96 (e_indresp) income: receives: none of these |
Universe:
if BType = 8 | (BType <> 8 & (BType = 2 | 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_w5.privpen
Flag private pension
Type: number
benefits_w5.maintalim
Flag maintenance or alimony
Type: number
benefits_w5.payfam
Flag payments from family members
Type: number
benefits_w5.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 these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1)} either just yourself or jointly?
| Option | Label | Associated variables |
|---|---|---|
| 1 | A private pension or annuity | e_bensta1 (e_indresp) types of payments: b3bensta_tfpension |
| 2 | Education Grant other than a Student Loan or Tuition Fee Loan | e_bensta2 (e_indresp) Education Grant other than a Student Loan or Tuition Fee Loan |
| 3 | Trade Union or Friendly Society Payment | e_bensta3 (e_indresp) Trade Union or Friendly Society Payment |
| 4 | Maintenance or Alimony | e_bensta4 (e_indresp) Maintenance or Alimony |
| 5 | Payments from a family member not living with you | e_bensta5 (e_indresp) Payments from a family member not living with you |
| 6 | Rent from Boarders or Lodgers (not family members) living here with you | e_bensta6 (e_indresp) Rent from Boarders or Lodgers (not family members) living here with you |
| 7 | Rent from any other property even if that only covers that property's mortgage or running costs | e_bensta7 (e_indresp) Rent from any other property even if that only covers that property's mortgage o |
| 97 | Or any other regular payment | e_bensta97 (e_indresp) Or any other regular payment |
| 96 | None of these | e_bensta96 (e_indresp) None of these |
benefits_w5.missource
Income source enumerated at previous wave but not current wave
Type: number
benefits_w5.nfh
Further income sources
Type: choice
Source: BHPS
Text: Can I just check, according to our records, you have in the past received [ff_bentype01 - ff_bentype41]. Are you currently receiving [ff_bentype01 - ff_bentype41] {if HHSize > 1 & (livesp = 1 or livewith = 1)} either just yourself or jointly?
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
- e_nfh01 (e_indresp) NI Retirement/State Retirement (Old Age) Pension : Further income sources
- e_nfh02 (e_indresp) A Pension From A Previous Employer : Further income sources
- e_nfh03 (e_indresp) A Pension From A Spouse's Previous Employer : Further income sources
- e_nfh04 (e_indresp) A Private Pension/Annuity : Further income sources
- e_nfh05 (e_indresp) A Widow's Or War Widow's Pension : Further income
- e_nfh06 (e_indresp) A Widowed Mother's Allowance / Widowed Parent's Allowance / Bereavement Allow
- e_nfh07 (e_indresp) Pension Credit (includes Guarantee Credit & Saving Credit) : Further income
- e_nfh08 (e_indresp) Severe Disablement Allowance : Further income sources
- e_nfh09 (e_indresp) Industrial Injury Disablement Allowance : Further income sources
- e_nfh10 (e_indresp) Disability Living Allowance : Further income sources
- e_nfh11 (e_indresp) Attendance Allowance : Further income sources
- e_nfh12 (e_indresp) Carer's Allowance (formerly Invalid Care Allowance) : Further income sources
- e_nfh13 (e_indresp) War Disablement Pension : Further income sources
- e_nfh14 (e_indresp) Incapacity Benefit : Further income sources
- e_nfh15 (e_indresp) Income Support : Further income sources
- e_nfh16 (e_indresp) Job Seeker's Allowance : Further income sources
- e_nfh17 (e_indresp) further income sources
- e_nfh18 (e_indresp) Child Benefit (including Lone-Parent Child Benefit Payments) : Further income
- e_nfh19 (e_indresp) Child Tax Credit : Further income sources
- e_nfh20 (e_indresp) Working Tax Credit (includes Disabled Person's Tax Credit) : Further income
- e_nfh21 (e_indresp) Maternity Allowance : Further income sources
- e_nfh22 (e_indresp) Housing Benefit : Further income sources
- e_nfh23 (e_indresp) Council Tax Benefit : Further income sources
- e_nfh24 (e_indresp) Educational Grant (not Student Loan Or Tuition Fee Loan : Further income sou
- e_nfh25 (e_indresp) Trade Union / Friendly Society Payment : Further income sources
- e_nfh26 (e_indresp) Maintenance Or Alimony : Further income sources
- e_nfh27 (e_indresp) Payments From A Family Member Not Living Here : Further income sources
- e_nfh28 (e_indresp) Rent From Boarders Or Lodgers (not Family Members) Living Here With You : Fu
- e_nfh29 (e_indresp) Rent From Any Other Property : Further income sources
- e_nfh30 (e_indresp) Foster Allowance / Guardian Allowance : Further income sources
- e_nfh31 (e_indresp) Rent Rebate : Further income sources
- e_nfh32 (e_indresp) Rate Rebate : Further income sources
- e_nfh33 (e_indresp) Employment And Support Allowance : Further income sources
- e_nfh34 (e_indresp) Return To Work Credit : Further income sources
- e_nfh35 (e_indresp) Sickness And Accident Insurance : Further income
- e_nfh36 (e_indresp) In-Work Credit For Lone Parents : Further income
- e_nfh37 (e_indresp) Other Disability Related Benefit Or Payment : Further income
- e_nfh38 (e_indresp) Any Other Regular Payment : Further income
- e_nfh39 (e_indresp) Any Other State Benefit : Further income sources
benefits_w5.ficode
Income receipt code
Type: number
- e_ficode (e_income) income receipt code
benefits_w5.fiseq
Income receipt sequence number
Type: number
- e_fiseq (e_income) sequential ficode
benefits_w5.frval
Last amount received
Type: number
Source: BHPS
Interviewer Instruction: IF 'DON'T KNOW/CAN'T REMEMBER' PROBE FOR APPROXIMATE AMOUNT
Text: How much was the last payment of [FICODE] you received (to nearest £)?
- e_frval (e_income) last amount received
benefits_w5.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 | Calendar month |
| 7 | Two calendar months |
| 8 | Eight times a year |
| 9 | Nine times a year |
| 10 | Ten times a year |
| 13 | Three months/13 weeks |
| 26 | Six months/26 weeks |
| 52 | One year/12 months/52 w |
| 90 | Less than one week |
| 95 | One off/lump sum |
| 96 | None of these |
Universe:
if FRVAL > 0 (Amount received stated)
- e_frwc (e_income) period covered by last amount received
benefits_w5.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 |
- e_frjt (e_income) last payment: sole or joint recipient
benefits_w5.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 [FICODE]?
| 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 FRJT = 2 (Received income from source jointly with someone else)
- e_frjtpn (e_income) pno of joint recipient
benefits_w5.fitax
Pre/post tax income
Type: choice
Source: UKHLS
Text: Was this amount received before tax was owed or after tax was paid?
| Option | Label |
|---|---|
| 1 | Before tax |
| 2 | After tax |
Universe:
if FICODE IN 2,3,4 (Receives a pension from a previous employer, a pension from a spouse's previous employer or a private pension/annuity)
- e_fitax (e_income) was this amount received before tax was owed or after tax was paid?
benefits_w5.fraddl
Received additional payment from source
Type: choice
Source: BHPS
Text: And are you currently receiving any other payments of [FICODE]?
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if FICODE IN 2,3,4,24,25,26,27,28,29,30,35,38,39 (Receives a pension from a previous employer, a pension from a spouse's previous employer, a private pension/annuity, education grant, trade union/friendly society payment, maintenance or alimony, payment from a family member not living here, rent from borders or lodgers, rent from any other property, foster allowance/guardian allowance, sickness/accident insurance, any other regular payment or any other state benefit)
- e_fraddl (e_income) received additional payment from source
