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Innovation Panel Questionnaire Module

benefits_ip9

Unearned Income and State Benefits module

Questions 34

benefits_ip9.cares

PNO of person(s) respondent cares for

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: Can I just check, do they live here with you? If so, who do you care for?

OptionLabelAssociated variables
0Lives elsewherei_cares0 (i_indresp_ip) lives elsewhere
1Person number 1i_cares1 (i_indresp_ip) person number 1
2Person number 2i_cares2 (i_indresp_ip) person number 2
3Person number 3i_cares3 (i_indresp_ip) person number 3
4Person number 4i_cares4 (i_indresp_ip) person number 4
5Person number 5i_cares5 (i_indresp_ip) person number 5
6Person number 6i_cares6 (i_indresp_ip) person number 6
7Person number 7i_cares7 (i_indresp_ip) person number 7
8Person number 8i_cares8 (i_indresp_ip) person number 8
9Person number 9i_cares9 (i_indresp_ip) person number 9
10Person number 10i_cares10 (i_indresp_ip) person number 10
11Person number 11i_cares11 (i_indresp_ip) person number 11
12Person number 12i_cares12 (i_indresp_ip) person number 12
13Person number 13i_cares13 (i_indresp_ip) person number 13
14Person number 14i_cares14 (i_indresp_ip) person number 14
15Person number 15i_cares15 (i_indresp_ip) person number 15
16Person number 16i_cares16 (i_indresp_ip) person number 16

Universe:
if BenDis = 4 (Receives Carer's Allowance)
and if Carechk = 1 (Currently caring for someone)

benefits_ip9.benpenchk1

State Retirement Pension check (under SPA)

Type: choice

Source: UKHLS

Text: The state retirement pension is normally paid to people of state retirement age. Did you mean another type of pension?

OptionLabel
1No, I am receiving the state pension
2No, I am not receiving any type of pension
3Yes, I am receiving another type of pension

Universe:
if GRIDVARIABLES.Pensioner <> 1 & BenPen = 1 (Respondent is not of State Pension Age and reports receiving State Retirement Pension)

benefits_ip9.benpenchk2

Pension Credit check

Type: choice

Source: UKHLS

Text: Pension Credit is normally paid to people of state retirement age. Did you mean another type of pension?

OptionLabel
1No, I am receiving the pension credit
2No, I am not receiving any type of pension credit
3Yes, I am receiving another type of pension

Universe:
if GRIDVARIABLES.Pensioner <> 1 & BenPen = 4 (Respondent is not of State Pension Age and reports receiving Pension Credit)

benefits_ip9.benpenchk3

State Retirement Pension check (over SPA)

Type: choice

Source: UKHLS

Text: Can I just check, people of retirement age usually get the state retirement pension, are you sure you don’t receive the state retirement pension?

OptionLabel
1Yes, I do receive state retirement pension
2No, I don’t receive state retirement pension

Universe:
if GRIDVARIABLES.Pensioner = 1 & BenPen <> 1 (Respondent not of State Pension Age and does not report receiving State Retirement Pension)

benefits_ip9.benctc

Income: Receives Child Tax Credit

Type: choice

Source: UKHLS

Text: Are you receiving Child Tax Credit hhsize > 1 & (livesp = 1 or livewith = 1),either just yourself or jointly?

OptionLabel
1Yes
2No

Universe:
if BenBase = 3 & BenBase <> 4 (Receives child benefit but does not receives Universal Credit)

benefits_ip9.carechk

Carer's Allowance check

Type: choice

Source: UKHLS

Text: Are you being paid the Carer's Allowance because you are currently caring for someone?

OptionLabel
1Yes
2No

Universe:
if BenDis = 4 (Receives Carer's Allowance)

benefits_ip9.fraddl

Received additional payment from source

Type: choice

Source: BHPS

Text: And are you currently receiving any other payments of FICODE?

OptionLabel
1Yes
2No

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)

benefits_ip9.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?

OptionLabel
1Sole
2Joint

benefits_ip9.frjtpn

PNO of joint recipient

Type: choice

Source: BHPS

Interviewer Instruction: IF PERSON NOT IN HOUSEHOLD SELECT "NON-HOUSEHOLD MEMBER"

Text: With whom do you receive FICODE?

OptionLabel
0Non-household member
1Person number 1
2Person number 2
3Person number 3
4Person number 4
5Person number 5
6Person number 6
7Person number 7
8Person number 8
9Person number 9
10Person number 10
11Person number 11
12Person number 12
13Person number 13
14Person number 14
15Person number 15
16Person number 16

Universe:
if FRJT = 2 (Received income from source jointly with someone else)

benefits_ip9.frval

Last amount received

Type: number

Source: BHPS

Interviewer Instruction: IF 'DON'T KNOW/CAN'T REMEMBER' PROBE FOR APPROXIMATE AMOUNT IF RESPONDENT CANNOT SEPARATE OUT THE AMOUNTS FOR A SPECIFIC STATE BENEFIT, RECORD TOTAL AMOUNT FOR ALL COMBINED STATE BENEFITS THEN INDICATE AT SUBSEQUENT STATE BENEFITS THAT THE SPECIFIC AMOUNT HAS BEEN INCLUDED AS PART OF A PAYMENT ALREADY RECORDED BY ENTERING A VALUE OF £0.

Text: How much was the last payment of FICODE you received (to nearest £)?

benefits_ip9.frwc

Period covered by last amount received

Type: choice

Source: BHPS

Text: What period did that cover?

OptionLabel
1One week
2Two weeks
3Three weeks
4Four weeks
5Calendar month
7Two calendar months
8Eight times a year
9Nine times a year
10Ten times a year
13Three months/13 weeks
26Six months/26 weeks
52One year/12 months/52 w
90Less than one week
95One off/lump sum
96None of these

Universe:
if FRVAL > 0 (Amount received stated)

benefits_ip9.intbenefit

Benefit module intro

Type: choice

Source: UKHLS

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. GRIDVARIABLES.ModeType = 1 | 2If you are at all unsure about whether something would count, you can check with me. We'd like to remind you that anything you tell us is completely confidential. This information is important for lots of areas of research, it would be helpful if you could consult any award letters from the DWP or banks statements you may have.

OptionLabel
1Continue

benefits_ip9.missource

Income source enumerated at previous wave but not current wave

Type: number

Source: UKHLS

benefits_ip9.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 HHSize > 1 & (livesp = 1 or livewith = 1)either just yourself or jointly?

OptionLabel
1Yes
2No

benefits_ip9.niserps

Income: Receives SERPS

Type: choice

Source: BHPS

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?

OptionLabel
1Yes
2No

Universe:
if BenPen = 1 (Receives the NI Pension or State Retirement Pension)

benefits_ip9.nocare

Carer's Allowance check (non-carers)

Type: choice

Source: UKHLS

Text: Can I just check, if you are not currently caring for someone, you cannot be receiving Carer’s Allowance. Could you be receiving…

OptionLabel
1Attendance Allowance
2Disability Living Allowance
3Severe Disablement Allowance
4Or something else?

Universe:
if BenDis = 4 (Receives Carer's Allowance)
and if Carechk = 2 (Not currently caring for someone)

benefits_ip9.penincaa

Check for Attendance Allowance

Type: choice

Source: UKHLS

Text: Can I just check, does this include an amount for Attendance Allowance?

OptionLabel
1Yes
2No

Universe:
if FRVAL > 0 (Amount received stated)
and if FICODE loop = 1 (Loop is enumerated benefit source NI Retirement/State Retirement (Old Age) Pension)
and if FICODE = 11 (Respondent reports receiving Attendance Allowance)

benefits_ip9.penincnew

Check for other disability benefit(s)

Type: choice

Source: UKHLS

Text: Can I just check, does this include an amount for any FICODE = 11|10other disability benefit?

OptionLabel
1Yes
2No

Universe:
if FRVAL > 0 (Amount received stated)
and if FICODE loop = 1 (Loop is enumerated benefit source NI Retirement/State Retirement (Old Age) Pension)
and if FICODE = 48 (Respondent reports receiving other disability benefit)

benefits_ip9.penincpc

Check for Pension Credit

Type: choice

Source: UKHLS

Text: Can I just check, does this include an amount for Pension Credit?

OptionLabel
1Yes
2No

Universe:
if FRVAL > 0 (Amount received stated)
and if FICODE loop = 1 (Loop is enumerated benefit source NI Retirement/State Retirement (Old Age) Pension)
and if FICODE = 7 (Respondent reports receiving Pension Credit)

benefits_ip9.penincdla

Check for Disability Living Allowance

Type: choice

Source: UKHLS

Text: Can I just check, does this include an amount for DLA?

OptionLabel
1Yes
2No

Universe:
if FRVAL > 0 (Amount received stated)
and if FICODE loop = 1 (Loop is enumerated benefit source NI Retirement/State Retirement (Old Age) Pension)
and if FICODE = 10 (Respondent reports receiving Disability Living Allowance)

benefits_ip9.benchldchk

Child Benefit check

Type: choice

Source: UKHLS

Text: Some families with children are eligible for Child Benefit, are you sure you don't receive Child Benefit?

OptionLabel
1Yes, I do receive Child Benefit
2No, I don't receive Child Benefit

Universe:
if DEMOGRAPHICS.PSEX = 2 & GRIDVARIABLES.RespAd >0 & BenBase <> 3 (Respondent Is Female and a Responsible Adult For at least one Child Under The Age Of 18 and has not reported receiving Child Benefit)

benefits_ip9.aachk

Attendance Allowance check (over 65s)

Type: choice

Source: UKHLS

Text: Are you getting Attendance Allowance for your own needs or for somebody else? Attendance Allowance is usually paid to people who need some sort of help.

OptionLabel
1I receive it for my own needs
2I receive it jointly for somebody else's needs
3I receive it for the needs of somebody else (Carer’s Allowance)

Universe:
if BenDis = 7 (Receives Attendance Allowance)
and if DEMOGRAPHICS.PDvage>64 (Respondent aged 65 or over)

benefits_ip9.aachk65

Attendance Allowance check (under 65s)

Type: multichoice

Interviewer Instruction: CODE ALL THAT APPLY

Text: Can I just check which type of allowances you receive? Recipients of Attendance Allowance are usually aged 65 or over.

OptionLabelAssociated variables
1Attendance Allowancei_aachk651 (i_indresp_ip) attendance allowance
2Carer’s Allowancei_aachk652 (i_indresp_ip) carer’s allowance
3Disability Living Allowancei_aachk653 (i_indresp_ip) disability living allowance

Universe:
if BenDis = 7 (Receives Attendance Allowance)
and if DEMOGRAPHICS.PDvage<65 (Respondent aged under 65)

benefits_ip9.benesa

Employment and Support Allowance: Work-Related Activity Group or Support Group

Type: choice

Source: UKHLS

Interviewer Instruction: READ OUT

Text: Do you know whether the Employment and Support Allowance is in the....

OptionLabel
1Work-Related Activity Group
2Support Group
3SPONTANEOUS: Not sure/Don't know

Universe:
if BenDis = 2 (Receives employment and support allowance)

benefits_ip9.docchk

Respondent checked benefit letter / bank statement

Type: choice

OptionLabel
1Yes
2No

benefits_ip9.ficode

Income receipt code

Type: choice

OptionLabel
1NI Retirement/State Retirement (Old Age) Pension
2A Pension from a previous employer
3A Pension from a spouse's previous employer
4A Private Pension/Annuity
5A Widow's or War Widow's Pension
6A Widowed Mother's Allowance / Widowed Parent's Allowance / Bereavement Allowance
7Pension Credit (includes Guarantee Credit & Saving Credit)
8Severe Disablement Allowance
9Industrial Injury Disablement Allowance
10Disability Living Allowance
11Attendance Allowance
12Carer's Allowance (formerly Invalid Care Allowance)
13War Disablement Pension
14Incapacity Benefit
15Income Support
16Job Seeker's Allowance
18Child Benefit (including Lone-Parent Child Benefit payments)
19Child Tax Credit
20Working Tax Credit (includes Disabled Person's Tax Credit)
21Maternity Allowance
22Housing Benefit
23Council Tax Benefit
24Educational Grant (not Student Loan or Tuition Fee Loan
25Trade Union / Friendly Society Payment
26Child maintenance, alimony or separation allowance
27Regular payments from friends or relatives outside the household
28Rent from Boarders or Lodgers (not family members) living here with you
29Rent from any other property
30Foster Allowance / Guardian Allowance
31Rent Rebate
32Rate Rebate
33Employment and Support Allowance
34Return to Work Credit
35Sickness and Accident Insurance
36In-Work Credit for Lone Parents
37Other Disability Related Benefit or Payment
38Any other regular payment
39Any other state benefit
40Universal Credit
41Personal Independence Payments
42Government Training Schemes, such as Youth Training allowance
43Royalties e.g. from land, books or performances
44An occupational pension from an overseas government or company, paid in foreign currency
45Grants from Social fund or Community Care grant from DWP or local authority; including funeral payment; health in pregnancy grant
46An annuity (includes home income plan or equity release)
47Income as a sleeping partner in a business
48One or more disability benefit(s), but not sure which one(s)
98DON'T KNOW
99REFUSED

benefits_ip9.fiseq

Income receipt sequence number

Type: number

benefits_ip9.fitax

Pre/post tax income

Type: choice

Source: UKHLS

Text: Was this amount received before tax was owed or after tax was paid?

OptionLabel
1Before tax
2After 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)

benefits_ip9.bendis

Income: Disability benefits

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: Are you currently receiving any of these payments hhsize > 1 & (livesp = 1 or livewith = 1),either just yourself or jointly?

OptionLabelAssociated variables
1Incapacity Benefiti_bendis1 (i_indresp_ip) incapacity benefit
2Employment and Support Allowancei_bendis2 (i_indresp_ip) employment and support allowance
3Severe Disablement Allowancei_bendis3 (i_indresp_ip) severe disablement allowance
4Carer's Allowancei_bendis4 (i_indresp_ip) carer's allowance
5Disability Living Allowancei_bendis5 (i_indresp_ip) disability living allowance
12Personal Independence Paymentsi_bendis12 (i_indresp_ip) personal independence payments
7Attendance Allowancei_bendis7 (i_indresp_ip) attendance allowance
8Industrial Injury Disablement Benefiti_bendis8 (i_indresp_ip) industrial injury disablement benefit
10Sickness and Accident Insurancei_bendis10 (i_indresp_ip) sickness and accident insurance
95I receive one or more disability benefit(s), but not sure which one(s)i_bendis95 (i_indresp_ip) i receive one or more disability benefit(s), but not sure which one(s)
97Any other disability related benefit or paymenti_bendis97 (i_indresp_ip) any other disability related benefit or payment
96None of thesei_bendis96 (i_indresp_ip) none of these

benefits_ip9.othben

Other benefits or credits

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: Are you currently receiving any of these payments hhsize > 1 & (livesp = 1 or livewith = 1),either just yourself or jointly?

OptionLabelAssociated variables
1Foster Allowancei_othben1 (i_indresp_ip) foster allowance
2Maternity Allowancei_othben2 (i_indresp_ip) maternity allowance
3In-Work Credit for Lone Parentsi_othben3 (i_indresp_ip) in-work credit for lone parents
4Return to Work Crediti_othben4 (i_indresp_ip) return to work credit
5Working Tax Crediti_othben5 (i_indresp_ip) working tax credit
6Council Tax Reductioni_othben6 (i_indresp_ip) council tax reduction
7Rate Rebatei_othben7 (i_indresp_ip) rate rebate
8Housing Benefiti_othben8 (i_indresp_ip) housing benefit
9Rent Rebatei_othben9 (i_indresp_ip) rent rebate
97Any other state benefit or crediti_othben97 (i_indresp_ip) any other state benefit or credit
96None of thesei_othben96 (i_indresp_ip) none of these

benefits_ip9.benbase

Income: Receives core benefits

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: First, are you currently receiving any of these payments hhsize > 1 & (livesp = 1 or livewith = 1),either just yourself or jointly?

OptionLabelAssociated variables
1Income Supporti_benbase1 (i_indresp_ip) income support
2Job Seeker's Allowancei_benbase2 (i_indresp_ip) job seeker's allowance
3Child Benefiti_benbase3 (i_indresp_ip) child benefit
4Universal Crediti_benbase4 (i_indresp_ip) universal credit
96None of thesei_benbase96 (i_indresp_ip) none of these

benefits_ip9.bensta1

Income: Other sources (List 1)

Type: multichoice

Source: UKHLS

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 hhsize > 1 & (livesp = 1 or livewith = 1),either just yourself or jointly?

OptionLabelAssociated variables
2Education Grant other than a Student Loan or Tuition Fee Loani_bensta12 (i_indresp_ip) education grant other than a student loan or tuition fee loan
9Government Training Schemes, such as Youth Training Allowancei_bensta19 (i_indresp_ip) government training schemes, such as youth training allowance
10Regular payments from friends or relatives outside the housei_bensta110 (i_indresp_ip) regular payments from friends or relatives outside the house
11Child maintenance, alimony or separation allowancei_bensta111 (i_indresp_ip) child maintenance, alimony or separation allowance
3Trade Union or Friendly Society Paymenti_bensta13 (i_indresp_ip) trade union or friendly society payment
6Rent from Boarders or Lodgers (not family members) living here with youi_bensta16 (i_indresp_ip) rent from boarders or lodgers (not family members) living here with you
7Rent from any other property even if that only covers that property's mortgage or running costsi_bensta17 (i_indresp_ip) rent from other property even if only covers property's mortgage/running costs
96None of thesei_bensta196 (i_indresp_ip) none of these

benefits_ip9.benpen

Income: Pensions

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: Are you receiving any of these types of payments hhsize > 1 & (livesp = 1 or livewith = 1),either just yourself or jointly?

OptionLabelAssociated variables
1NI Pension or State Retirement (Old Age) Pensioni_benpen1 (i_indresp_ip) ni pension or state retirement (old age) pension
2A pension from a previous employeri_benpen2 (i_indresp_ip) a pension from a previous employer
3A pension from a spouse's previous employeri_benpen3 (i_indresp_ip) a pension from a spouse's previous employer
4Pension Credit including Guarantee Credit & Savings Crediti_benpen4 (i_indresp_ip) pension credit including guarantee credit & savings credit
5Private Pension or Annuityi_benpen5 (i_indresp_ip) private pension or annuity
6Widow's or War Widow's Pensioni_benpen6 (i_indresp_ip) widow's or war widow's pension
7Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowancei_benpen7 (i_indresp_ip) widowed mother's allowance, parent's allowance or bereavement allowance
8War Disablement Pensioni_benpen8 (i_indresp_ip) war disablement pension
96None of thesei_benpen96 (i_indresp_ip) none of these

benefits_ip9.bensta2

Income: Other sources (List 2)

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: And are you currently receiving any of these types of payments hhsize > 1 & (livesp = 1 or livewith = 1),either just yourself or jointly?

OptionLabelAssociated variables
12Royalties e.g. from land, books or performancesi_bensta212 (i_indresp_ip) royalties e.g. from land, books or performances
13An occupational pension from an overseas government or company, paid in foreign currencyi_bensta213 (i_indresp_ip) an occupational pension from overseas, paid in foreign currency
14Grants from Social fund or Community Care grant from DWP or local authority; including funeral payment; health in pregnancy granti_bensta214 (i_indresp_ip) grants from social fund or community care grant from dwp or local authority
15An annuity (includes home income plan or equity release)i_bensta215 (i_indresp_ip) an annuity (includes home income plan or equity release)
16Income as a sleeping partner in a businessi_bensta216 (i_indresp_ip) income as a sleeping partner in a business
97Any other regular paymenti_bensta297 (i_indresp_ip) any other regular payment
96None of thesei_bensta296 (i_indresp_ip) none of these

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