Innovation Panel Questionnaire Module
bufinance_ip9
Benefit Unit Finances module
Questions 69
bufinance_ip9.bufintro
BU Finances intro
Type: choice
Source: UKHLS
Text: In this section we would like you to think about the way that you manage your finances and the money that comes in and out of your household.
| Option | Label |
|---|---|
| 1 | Continue |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
bufinance_ip9.bufpno
BU Finances who answering, start
Type: multichoice
Source: UKHLS
Interviewer Instruction: RECORD WHO IS GOING TO ANSWER THIS PART OF THE SURVEY CODE ALL THAT APPLY
| Option | Label | Associated variables |
|---|---|---|
| 1 | Person number 1 | i_bufpno1 (i_bufinance_ip) person number 1 |
| 2 | Person number 2 | i_bufpno2 (i_bufinance_ip) person number 2 |
| 3 | Person number 3 | i_bufpno3 (i_bufinance_ip) person number 3 |
| 4 | Person number 4 | i_bufpno4 (i_bufinance_ip) person number 4 |
| 5 | Person number 5 | i_bufpno5 (i_bufinance_ip) person number 5 |
| 6 | Person number 6 | i_bufpno6 (i_bufinance_ip) person number 6 |
| 7 | Person number 7 | i_bufpno7 (i_bufinance_ip) person number 7 |
| 8 | Person number 8 | i_bufpno8 (i_bufinance_ip) person number 8 |
| 9 | Person number 9 | i_bufpno9 (i_bufinance_ip) person number 9 |
| 10 | Person number 10 | |
| 11 | Person number 11 | i_bufpno11 (i_bufinance_ip) person number 11 |
| 12 | Person number 12 | i_bufpno12 (i_bufinance_ip) person number 12 |
| 13 | Person number 13 | i_bufpno13 (i_bufinance_ip) person number 13 |
| 14 | Person number 14 | i_bufpno14 (i_bufinance_ip) person number 14 |
| 15 | Person number 15 | i_bufpno15 (i_bufinance_ip) person number 15 |
| 16 | Person number 16 | i_bufpno16 (i_bufinance_ip) person number 16 |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
bufinance_ip9.bufrmnth_b
Corrected monthly income from benefits and pensions
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
Associated variables:
- i_bufrmnth_b1 (i_bufinance_ip) ni retirement/state retirement (old age) pension: corrected monthly income fr
- i_bufrmnth_b2 (i_bufinance_ip) a pension from a previous employer: corrected monthly income from benefits an
- i_bufrmnth_b3 (i_bufinance_ip) a pension from a spouse's previous employer: corrected monthly income from be
- i_bufrmnth_b4 (i_bufinance_ip) a private pension/annuity: corrected monthly income from benefits and pensions
- i_bufrmnth_b5 (i_bufinance_ip) a widow's or war widow's : corrected monthly income from benefits and pensions
- i_bufrmnth_b6 (i_bufinance_ip) a widowed mother's allowance / widowed parent's allowance / bereavement allow
- i_bufrmnth_b7 (i_bufinance_ip) pension credit (includes guarantee credit & saving credit): corrected monthly
- i_bufrmnth_b8 (i_bufinance_ip) severe disablement allowance: corrected monthly income from benefits and pens
- i_bufrmnth_b9 (i_bufinance_ip) industrial injury disablement allowance: corrected monthly income from benefi
- i_bufrmnth_b10 (i_bufinance_ip) disability living allowance: corrected monthly income from benefits and pensi
- i_bufrmnth_b11 (i_bufinance_ip) attendance allowance: corrected monthly income from benefits and pensions
- i_bufrmnth_b12 (i_bufinance_ip) carer's allowance (formerly invalid care allowance): corrected monthly income
- i_bufrmnth_b13 (i_bufinance_ip) war disablement pension: corrected monthly income from benefits and pensions
- i_bufrmnth_b14 (i_bufinance_ip) incapacity benefit: corrected monthly income from benefits and pensions
- i_bufrmnth_b15 (i_bufinance_ip) income support: corrected monthly income from benefits and pensions
- i_bufrmnth_b16 (i_bufinance_ip) job seeker's allowance: corrected monthly income from benefits and pensions
- i_bufrmnth_b18 (i_bufinance_ip) child benefit (including lone-parent child benefit payments): corrected month
- i_bufrmnth_b19 (i_bufinance_ip) child tax credit: corrected monthly income from benefits and pensions
- i_bufrmnth_b20 (i_bufinance_ip) working tax credit (includes disabled person's tax credit): corrected monthly
- i_bufrmnth_b21 (i_bufinance_ip) maternity allowance: corrected monthly income from benefits and pensions
- i_bufrmnth_b22 (i_bufinance_ip) housing benefit: corrected monthly income from benefits and pensions
- i_bufrmnth_b23 (i_bufinance_ip) council tax benefit: corrected monthly income from benefits and pensions
- i_bufrmnth_b24 (i_bufinance_ip) educational grant (not student loan or tuition fee loan: corrected monthly in
- i_bufrmnth_b25 (i_bufinance_ip) trade union / friendly society payment: corrected monthly income from benefit
- i_bufrmnth_b26 (i_bufinance_ip) maintenance or alimony: corrected monthly income from benefits and pensions
- i_bufrmnth_b27 (i_bufinance_ip) payments from a family member not living here: corrected monthly income from
- i_bufrmnth_b28 (i_bufinance_ip) rent from boarders or lodgers (not family members) living here with you: corr
- i_bufrmnth_b29 (i_bufinance_ip) rent from any other property: corrected monthly income from benefits and pens
- i_bufrmnth_b30 (i_bufinance_ip) foster allowance / guardian allowance: corrected monthly income from benefits
- i_bufrmnth_b31 (i_bufinance_ip) rent rebate: corrected monthly income from benefits and pensions
- i_bufrmnth_b32 (i_bufinance_ip) rate rebate: corrected monthly income from benefits and pensions
- i_bufrmnth_b33 (i_bufinance_ip) employment and support allowance: corrected monthly income from benefits and
- i_bufrmnth_b34 (i_bufinance_ip) return to work credit: corrected monthly income from benefits and pensions
- i_bufrmnth_b35 (i_bufinance_ip) sickness and accident in: corrected monthly income from benefits and pensions
- i_bufrmnth_b36 (i_bufinance_ip) in-work credit for lone : corrected monthly income from benefits and pensions
- i_bufrmnth_b37 (i_bufinance_ip) other disability related benefit or : corrected monthly income from benefits
- i_bufrmnth_b38 (i_bufinance_ip) any other regular : corrected monthly income from benefits and pensions
- i_bufrmnth_b39 (i_bufinance_ip) any other state benefit: corrected monthly income from benefits and pensions
- i_bufrmnth_b40 (i_bufinance_ip) universal credit: corrected monthly income from benefits and pensions
- i_bufrmnth_b41 (i_bufinance_ip) personal independence payments: corrected monthly income from benefits and pe
- i_bufrmnth_b42 (i_bufinance_ip) government training schemes, such as youth training allowan: corrected monthl
- i_bufrmnth_b43 (i_bufinance_ip) royalties e.g. from land, books or performanc: corrected monthly income from
- i_bufrmnth_b44 (i_bufinance_ip) an occupational pension from an overseas government or company, paid in forei
- i_bufrmnth_b45 (i_bufinance_ip) grants from social fund or community care grant from dwp or local authority;
- i_bufrmnth_b46 (i_bufinance_ip) an annuity (includes home income plan or equity releas: corrected monthly inc
- i_bufrmnth_b47 (i_bufinance_ip) income as a sleeping partner in a busine: corrected monthly income from benef
- i_bufrmnth_b48 (i_bufinance_ip) one or more disability benefit(s), but not sure which one(: corrected monthly
- i_bufrmnth_b49 (i_bufinance_ip) other benefit: corrected monthly income from benefits and pensions
- i_bufrmnth_b50 (i_bufinance_ip) other income: corrected monthly income from benefits and pensions
bufinance_ip9.buinctot_b
Corrected total monthly BU income
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
Associated variables:
- i_buinctot_b (i_bufinance_ip) corrected total monthly bu income
bufinance_ip9.buresp
Number of people answering BU Finances
Type: choice
Source: UKHLS
| Option | Label |
|---|---|
| 1 | One adult within a couple |
| 2 | Both adults in a couple |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if GRIDVARIABLES.BUType = 3|4 (Couple benefit unit)
Associated variables:
- i_buresp (i_bufinance_ip) number of people answering bu finances
bufinance_ip9.cdebts_r2
Final change in balance of debts
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_cdebts_r2 (i_bufinance_ip) final change in balance of debts
bufinance_ip9.cdebts2
CDebts dummy variable 2
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 2 (Has storecard(s))
and if Rec2detbal2 = 1 | 2 (Overall balance of store card(s) changed since last month)
Associated variables:
- i_cdebts2 (i_bufinance_ip) cdebts dummy variable 2
bufinance_ip9.cdebts3
CDebts dummy variable 3
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 3 (Has peronal loan(s))
and if Rec2detbal3 = 1 | 2 (Overall balance of personal loan(s) changed since last month)
Associated variables:
- i_cdebts3 (i_bufinance_ip) cdebts dummy variable 3
bufinance_ip9.cdebts4
CDebts dummy variable 4
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 4 (Has pay-day loan(s))
and if Rec2detbal4 = 1 | 2 (Overall balance of pay-day loan(s) changed since last month)
Associated variables:
- i_cdebts4 (i_bufinance_ip) cdebts dummy variable 4
bufinance_ip9.creditcrd
Has any credit cards
Type: choice
Source: UKHLS
Text: Do you have any credit cards such as Visa, Mastercard or American Express, or any store credit cards GRIDVARIABLES.BUtype = 3|4either individually or jointly? Please do not include debit cards such as Switch or Delta or store loyalty cards such as Tesco Clubcard or Nectar.
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
Associated variables:
- i_creditcrd (i_bufinance_ip) has any credit cards
bufinance_ip9.creditpay
Credit card repayment behaviour
Type: choice
Source: UKHLS
Text: How do you pay the bills for these cards? GRIDVARIABLES.modetype = 1You can just tell me the number that applies.
| Option | Label |
|---|---|
| 1 | Usually nothing to pay |
| 2 | Usually pay full amount |
| 3 | Some not full amount |
| 4 | Min on some, more other |
| 5 | Usually minimum only |
| 6 | Not always poss pay min |
| 7 | Some other arrangement / it depends on the card / a mix of these arrangements |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if Creditcrd = 1 (Has credit cards)
Associated variables:
- i_creditpay (i_bufinance_ip) credit card repayment behaviour
bufinance_ip9.csavings
Change in total balance of savings accounts
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_csavings (i_bufinance_ip) change in total balance of savings accounts
bufinance_ip9.csavings_r2
Final change in total balance of savings
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_csavings_r2 (i_bufinance_ip) final change in total balance of savings
bufinance_ip9.csavings1
CSavings dummy variable 1
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 1 (Has current account(s))
and if Rec2Bal1 = 1 | 2 (Overall balance of current account(s) changed since last month)
Associated variables:
- i_csavings1 (i_bufinance_ip) csavings dummy variable 1
bufinance_ip9.csavings2
CSavings dummy variable 2
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 2 (Has savings account(s))
and if Rec2Bal2 = 1 | 2 (Overall balance of savings account(s) changed since last month)
Associated variables:
- i_csavings2 (i_bufinance_ip) csavings dummy variable 2
bufinance_ip9.csavings3
CSavings dummy variable 3
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 3 (Has ISA(s))
and if Rec2Bal3 = 1 | 2 (Overall balance of ISA(s) changed since last month)
Associated variables:
- i_csavings3 (i_bufinance_ip) csavings dummy variable 3
bufinance_ip9.csavings4
CSavings dummy variable 4
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 4 (Has other stocks/bonds/investments)
and if Rec2Bal4 = 1 | 2 (Overall balance of other stocks/bonds/investments changed since last month)
Associated variables:
- i_csavings4 (i_bufinance_ip) csavings dummy variable 4
bufinance_ip9.finman
Organisation of joint finances
Type: choice
Source: UKHLS
Text: People organise their finances in different ways. Which of these comes closest to the way you organise yours?
| Option | Label |
|---|---|
| 1 | We share and manage our finances jointly |
| 2 | We pool some of the money and keep the rest separate |
| 3 | We keep our finances completely separate |
| 4 | One person looks after the couple's money except the other person's spending money |
| 5 | One person is given a housekeeping allowance, the other person looks after the rest of the money |
| 6 | We have some other arrangement |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if GRIDVARIABLES.BUType = 3|4 (Couple benefit unit)
Associated variables:
- i_finman (i_bufinance_ip) organisation of joint finances
bufinance_ip9.j2paymnth_pb
Corrected monthly earnings from second job
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
Associated variables:
- i_j2paymnth_pb (i_bufind_ip) corrected monthly earnings from second job
bufinance_ip9.jsmnth_pb
Corrected monthly earnings from self-employment
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
Associated variables:
- i_jsmnth_pb (i_bufind_ip) corrected monthly earnings from self-employment
- i_jsmnth_b (i_indresp_ip) corrected monthly earnings from self-employment
bufinance_ip9.paynmnth_pb
Corrected monthly earnings from main job
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
Associated variables:
- i_paynmnth_pb (i_bufind_ip) corrected monthly earnings from main job
bufinance_ip9.rec2balamt3
Change of ISA balance - amount
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: By how much did the balance Rec2Bal3 = 1increaseRec2Bal3 = 2decrease in the last month?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 3 (Has ISA(s))
and if Rec2Bal3 = 1 | 2 (Overall balance of ISA(s) changed since last month)
Associated variables:
- i_rec2balamt3 (i_bufinance_ip) change of isa balance - amount
bufinance_ip9.rec1bal
Balance of incomings and outgoings (gross flows)
Type: number
Source: UKHLS
Interviewer Instruction: SHOW SCREEN TO RESPONDENT
Text: Thank you. To finish we'll show you a summary of what you have told us about your household finances. Looking at the boxes on this screen, the incoming money in boxes 1 and 2 should match the outgoing money in boxes 3 and 4. The information you’ve told us indicates that you have around £Rec1Totin coming in and £Rec1Totout going out of your household. That is, you have £Rec1balance Rec1balance greater than 0moreRec1balance less than 0less coming in than you have going out. This means that our questions must have missed some of your income, spending, savings or borrowing. Please could you amend the amounts you have coming in or going out in the boxes. When you have finished, please press
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
and if Rec1balance <> 0 (Balance gross flows not equal to zero)
Associated variables:
- i_rec1bal (i_bufinance_ip) balance of incomings and outgoings (gross flows)
bufinance_ip9.rec1balance
Balance: gross flows
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1balance (i_bufinance_ip) balance: gross flows
bufinance_ip9.rec1balance_r1
Final balance
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1balance_r1 (i_bufinance_ip) final balance
- i_rec2balance_r2 (i_bufinance_ip) final balance
bufinance_ip9.rec1buexp
Spending in the last month (gross flows)
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: We would now like to ask you a question about your spending. It is important for us to ask this in order to learn more about people's living standards. This is about how much (GRIDVARIABLES.BUtype = 1|2) or (GRIDVARIABLES.BUType = 3|4 & BUResp = DK|REF|MIS)youGRIDVARIABLES.BUtype = 3|4 & GRIDVARIABLES.BUresp = 2the two of youGRIDVARIABLES.BUtype = 3|4 & BUresp = 1you and your partner spend. HHGRID.HHSize greater than 1You do not need to include any spending by any other people who live with you. About how much did you spend on everything in the last month? Please exclude work expenses for which you are reimbursed, money put into savings and repayment of loans. Examples of what to include and exclude are shown GRIDVARIABLES.Modetype = 1on this cardGRIDVARIABLES.Modetype = 3below.
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1buexp (i_bufinance_ip) spending in the last month (gross flows)
bufinance_ip9.rec1draw
Saving withdrawals or new borrowing in the last month
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: In the last month, how much, if any, have you withdrawn from your savings or newly borrowed?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1draw (i_bufinance_ip) saving withdrawals or new borrowing in the last month
bufinance_ip9.rec1intro
Reconciliation intro
Type: choice
Source: UKHLS
Text: We would now like you to think about the money that you have coming in and going out in a given month. BUType = 3 or 4Please include names of adults in BU. If possible, please complete this section together. More than one BU in HH and or BUType = 2|4Please do not include these people: more than one BU in HHnames of any adults in HH but not in BUBUType = 2 or 4and names of any 16-19 year olds in FT education in BU. If any children aged 0-15 in householdWe are only interested in the income and expenditure of those who are aged 16 or older. So please don't include the income and spending of names of 0-15 yr olds in household. Money may come in from paid work or you may receive benefits or pensions (Box 1). You may borrow money, or withdraw from savings (Box 2). All of this money must then go somewhere. The money flowing in in a given month is balanced by money that flows out. You may spend money during the month on things like bills, groceries, travel and so on (Box 3). You may also use the money to pay off any debts, or put some into savings or keep some in your bank account (Box 4). In this section, we want you to think about these flows of money and to try to balance the money that came in during the last month with the money that went out. This is a new way of collecting this information and it is important for researchers to learn about how people manage their money and how they are managing to get by these days, across all types of households and financial circumstances.
| Option | Label |
|---|---|
| 1 | Continue |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
bufinance_ip9.rec1save
Savings and debt repayments in the last month
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: In the last month, how much, if any, have you deposited into savings accounts, invested in stocks and shares investments or repaid on debt?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1save (i_bufinance_ip) savings and debt repayments in the last month
bufinance_ip9.rec1totin_r1
Final total inflows
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1totin_r1 (i_bufinance_ip) final total inflows
bufinance_ip9.rec1totout
Total inflows (gross flows)
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1totin (i_bufinance_ip) total inflows (gross flows)
- i_rec1totout (i_bufinance_ip) total inflows (gross flows)
bufinance_ip9.rec1totout_r1
Final total outflows
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1totout_r1 (i_bufinance_ip) final total outflows
bufinance_ip9.rec2acbal
Change in balance of savings and credit accounts
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_rec2acbal (i_bufinance_ip) change in balance of savings and credit accounts
bufinance_ip9.rec2acbal_r2
Final change in savings and credit accounts
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_rec2acbal_r2 (i_bufinance_ip) final change in savings and credit accounts
bufinance_ip9.rec2bal
Balance of incomings and outgoings (change in stocks) - corrected
Type: number
Source: UKHLS
Interviewer Instruction: SHOW SCREEN TO RESPONDENT
Text: Thank you. To finish we'll show you a summary of what you have told us about your household finances. Looking at the boxes on this screen, the income you have left after spending should match the change in the overall balance of your savings and credit accounts. The information you've told us indicates that your disposable income is around £Rec2incbal Rec2incbal greater than 0moreRec2incbal less than 0less than your spending. However, the balance of your savings and credit accounts has changed by Rec2acbal greater than 0£Rec2acbalRec2acbal less than 0£-Rec2acbal. This means that our questions must have missed some of your income, spending, savings or borrowing. Please could you amend the amounts you have coming in or going out in the boxes. When you have finished, please press
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2balance <> 0 (Balance net flows not equal to zero)
Associated variables:
- i_rec2bal (i_bufinance_ip) balance of incomings and outgoings (change in stocks) - corrected
bufinance_ip9.rec2bal1
Change of current account balance since last month
Type: choice
Source: UKHLS
Text: Is the overall balance across all current accounts you have higher, lower or about the same compared with the same time last month?
| Option | Label |
|---|---|
| 1 | Balance higher/increased |
| 2 | Balance lower/decreased |
| 3 | Balance stayed about the same |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 1 (Has current account(s))
Associated variables:
- i_rec2bal1 (i_bufinance_ip) change of current account balance since last month
bufinance_ip9.rec2bal2
Change of savings account balance since last month
Type: choice
Source: UKHLS
Text: Is the overall balance across all savings accounts you have higher, lower or about the same compared with the same time last month?
| Option | Label |
|---|---|
| 1 | Balance higher/increased |
| 2 | Balance lower/decreased |
| 3 | Balance stayed about the same |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 2 (Has savings account(s))
Associated variables:
- i_rec2bal2 (i_bufinance_ip) change of savings account balance since last month
bufinance_ip9.rec2bal3
Change of ISA balance since last month
Type: choice
Source: UKHLS
Text: Is the overall balance across all ISAs you have higher, lower or about the same compared with the same time last month?
| Option | Label |
|---|---|
| 1 | Balance higher/increased |
| 2 | Balance lower/decreased |
| 3 | Balance stayed about the same |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 3 (Has ISA(s))
Associated variables:
- i_rec2bal3 (i_bufinance_ip) change of isa balance since last month
bufinance_ip9.rec2bal4
Change of other investments balance since last month
Type: choice
Source: UKHLS
Text: Is the overall balance across all stocks, bonds or investments you have higher, lower or about the same compared with the same time last month?
| Option | Label |
|---|---|
| 1 | Balance higher/increased |
| 2 | Balance lower/decreased |
| 3 | Balance stayed about the same |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 4 (Has other stocks/bonds/investments)
Associated variables:
- i_rec2bal4 (i_bufinance_ip) change of other investments balance since last month
bufinance_ip9.rec2balamt1
Change of current account balance - amount
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: By how much did the balance Rec2Bal1 = 1increaseRec2Bal1 = 2decrease in the last month?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 1 (Has current account(s))
and if Rec2Bal1 = 1 | 2 (Overall balance of current account(s) changed since last month)
Associated variables:
- i_rec2balamt1 (i_bufinance_ip) change of current account balance - amount
bufinance_ip9.rec2balamt2
Change of savings account balance - amount
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: By how much did the balance Rec2Bal2 = 1increaseRec2Bal2 = 2decrease in the last month?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 2 (Has savings account(s))
and if Rec2Bal2 = 1 | 2 (Overall balance of savings account(s) changed since last month)
Associated variables:
- i_rec2balamt2 (i_bufinance_ip) change of savings account balance - amount
bufinance_ip9.rec2balamt4
Change of other investments balances - amount
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: By how much did the balance Rec2Bal4 = 1increaseRec2Bal4 = 2decrease in the last month?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2savint = 4 (Has other stocks/bonds/investments)
and if Rec2Bal4 = 1 | 2 (Overall balance of other stocks/bonds/investments changed since last month)
Associated variables:
- i_rec2balamt4 (i_bufinance_ip) change of other investments balances - amount
bufinance_ip9.rec2balance
Balance (change in stocks)
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_rec2balance (i_bufinance_ip) balance (change in stocks)
bufinance_ip9.rec2balance_r2
Final balance
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_rec1balance_r1 (i_bufinance_ip) final balance
- i_rec2balance_r2 (i_bufinance_ip) final balance
bufinance_ip9.rec2buexp
Spending in the last month (change in stocks)
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: We would now like to ask you a question about your spending. It is important for us to ask this in order to learn more about people's living standards. This is about how much GRIDVARIABLES.BUtype = 1|2youGRIDVARIABLES.BUtype = 3|4 & BUresp = 2the two of youGRIDVARIABLES.BUtype = 3|4 & BUresp = 1you and your partner spend. HHGRID.HHSize>1You do not need to include any spending by any other people who live with you. About how much did you spend on everything in the last month? Please exclude work expenses for which you are reimbursed, money put into savings and repayment of bank loans. Examples of what to include and exclude are shown GRIDVARIABLES.Modetype = 1on this cardGRIDVARIABLES.Modetype = 3below.
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_rec2buexp (i_bufinance_ip) spending in the last month (change in stocks)
bufinance_ip9.rec2buexp_r2
Final spending 2
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_rec2buexp_r2 (i_bufinance_ip) final spending 2
bufinance_ip9.rec2detamt1
Change of credit card balance - amount
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: By how much did the balance Rec2detbal1 = 1increaseRec2detbal1 = 2decrease in the last month?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 1 (Has credit card(s))
and if Rec2detbal1 = 1 | 2 (Overall balance of credit cards(s) changed since last month)
Associated variables:
- i_rec2detamt1 (i_bufinance_ip) change of credit card balance - amount
bufinance_ip9.rec2detamt2
Change of store card balance - amount
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: By how much did the balance Rec2detbal2 = 1increaseRec2detbal2 = 2decrease in the last month?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 2 (Has storecard(s))
and if Rec2detbal2 = 1 | 2 (Overall balance of store card(s) changed since last month)
Associated variables:
- i_rec2detamt2 (i_bufinance_ip) change of store card balance - amount
bufinance_ip9.rec2detamt3
Change of personal loan balance - amount
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: By how much did the balance Rec2detbal3 = 1increaseRec2detbal3 = 2decrease in the last month?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 3 (Has peronal loan(s))
and if Rec2detbal3 = 1 | 2 (Overall balance of personal loan(s) changed since last month)
Associated variables:
- i_rec2detamt3 (i_bufinance_ip) change of personal loan balance - amount
bufinance_ip9.rec2detamt4
Change of pay-day loan balance - amount
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: By how much did the balance Rec2detbal4 = 1increaseRec2detbal4 = 2decrease in the last month?
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 4 (Has pay-day loan(s))
and if Rec2detbal4 = 1 | 2 (Overall balance of pay-day loan(s) changed since last month)
Associated variables:
- i_rec2detamt4 (i_bufinance_ip) change of pay-day loan balance - amount
bufinance_ip9.rec2detbal1
Change of credit card balance since last month
Type: choice
Source: UKHLS
Text: Is the amount you owe across all of your of credit cards higher, lower or about the same compared with the same time last month?
| Option | Label |
|---|---|
| 1 | Amount owed is higher |
| 2 | Amount owed is lower |
| 3 | Amount owed is about the same |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 1 (Has credit card(s))
Associated variables:
- i_rec2detbal1 (i_bufinance_ip) change of credit card balance since last month
bufinance_ip9.rec2detbal2
Change of store card balance since last month
Type: choice
Source: UKHLS
Text: Is the amount you owe across all of your store cards higher, lower or about the same compared with the same time last month?
| Option | Label |
|---|---|
| 1 | Amount owed is higher |
| 2 | Amount owed is lower |
| 3 | Amount owed is about the same |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 2 (Has storecard(s))
Associated variables:
- i_rec2detbal2 (i_bufinance_ip) change of store card balance since last month
bufinance_ip9.rec2detbal3
Change of personal loan balance since last month
Type: choice
Source: UKHLS
Text: Is the amount you owe across all of your personal loans higher, lower or about the same compared with the same time last month?
| Option | Label |
|---|---|
| 1 | Amount owed is higher |
| 2 | Amount owed is lower |
| 3 | Amount owed is about the same |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 3 (Has peronal loan(s))
Associated variables:
- i_rec2detbal3 (i_bufinance_ip) change of personal loan balance since last month
bufinance_ip9.rec2detbal4
Change of pay-day loan balance since last month
Type: choice
Source: UKHLS
Text: Is the amount you owe across all of your pay-day loans higher, lower or about the same compared with the same time last month?
| Option | Label |
|---|---|
| 1 | Amount owed is higher |
| 2 | Amount owed is lower |
| 3 | Amount owed is about the same |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 4 (Has pay-day loan(s))
Associated variables:
- i_rec2detbal4 (i_bufinance_ip) change of pay-day loan balance since last month
bufinance_ip9.rec2detint
Has any credit cards, store cards or loans
Type: multichoice
Source: UKHLS
Interviewer Instruction: CODE ALL THAT APPLY
Text: Do you have any credit card(s), store card(s) or loans listed here?
| Option | Label |
|---|---|
| 1 | Credit card |
| 2 | Store card (not loyalty cards) |
| 3 | Personal loans (including from family and friends) |
| 4 | Pay-day loans |
| 96 | None of these |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
bufinance_ip9.rec2incbal
Balance of income minus spending
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_rec2incbal (i_bufinance_ip) balance of income minus spending
bufinance_ip9.rec2incbal_r2
Final income minus spending
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_rec2incbal_r2 (i_bufinance_ip) final income minus spending
bufinance_ip9.rec2savint
Types of savings accounts held
Type: multichoice
Source: UKHLS
Interviewer Instruction: CODE ALL THAT APPLY
Text: Do you have any current accounts, savings accounts, ISAs, or stocks/bonds/investments listed here?
| Option | Label |
|---|---|
| 1 | Current account |
| 2 | Savings account |
| 3 | ISAs |
| 4 | Other stocks/bonds/investments |
| 96 | None of these |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
bufinance_ip9.rec1draw_r1
Final saving withdrawals or new borrowing
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1draw_r1 (i_bufinance_ip) final saving withdrawals or new borrowing
bufinance_ip9.rec1buexp_r1
Final spending
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1buexp_r1 (i_bufinance_ip) final spending
bufinance_ip9.rec1save_r1
Final savings and debt repayments
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1save_r1 (i_bufinance_ip) final savings and debt repayments
bufinance_ip9.buinctot_r1
Final total monthly BU income
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_buinctot_r1 (i_bufinance_ip) final total monthly bu income
bufinance_ip9.cdebts1
CDebts dummy variable 1
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
and if Rec2detint = 1 (Has credit card(s))
and if Rec2detbal1 = 1 | 2 (Overall balance of credit cards(s) changed since last month)
Associated variables:
- i_cdebts1 (i_bufinance_ip) cdebts dummy variable 1
bufinance_ip9.bufend
Who answered BU Finances, end
Type: multichoice
Source: UKHLS
Interviewer Instruction: RECORD WHO ANSWERED THESE LAST SET OF QUESTIONS IN THIS PART OF THE SURVEY CODE ALL THAT APPLY
Text: This is the end of the interview. Thank you very much for your help. GRIDVARIABLES.ModeType = 3 & (GRIDVARIABLES.BUtype = 3|4)Please indicate below who answered this last set of questions?
| Option | Label | Associated variables |
|---|---|---|
| 0 | Someone else not listed | i_bufend0 (i_bufinance_ip) someone else not listed |
| 1 | Person number 1 | i_bufend1 (i_bufinance_ip) person number 1 |
| 2 | Person number 2 | i_bufend2 (i_bufinance_ip) person number 2 |
| 3 | Person number 3 | i_bufend3 (i_bufinance_ip) person number 3 |
| 4 | Person number 4 | i_bufend4 (i_bufinance_ip) person number 4 |
| 5 | Person number 5 | i_bufend5 (i_bufinance_ip) person number 5 |
| 6 | Person number 6 | i_bufend6 (i_bufinance_ip) person number 6 |
| 7 | Person number 7 | i_bufend7 (i_bufinance_ip) person number 7 |
| 8 | Person number 8 | i_bufend8 (i_bufinance_ip) person number 8 |
| 9 | Person number 9 | i_bufend9 (i_bufinance_ip) person number 9 |
| 10 | Person number 10 | i_bufend10 (i_bufinance_ip) person number 10 |
| 11 | Person number 11 | i_bufend11 (i_bufinance_ip) person number 11 |
| 12 | Person number 12 | i_bufend12 (i_bufinance_ip) person number 12 |
| 13 | Person number 13 | i_bufend13 (i_bufinance_ip) person number 13 |
| 14 | Person number 14 | i_bufend14 (i_bufinance_ip) person number 14 |
| 15 | Person number 15 | i_bufend15 (i_bufinance_ip) person number 15 |
| 16 | Person number 16 | i_bufend16 (i_bufinance_ip) person number 16 |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
bufinance_ip9.buinctot_r2
Final total monthly BU income 2
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_buinctot_r2 (i_bufinance_ip) final total monthly bu income 2
bufinance_ip9.cdebts
Change in total balance of debts
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 2 (Experimental allocation: Version 2 - net flows)
Associated variables:
- i_cdebts (i_bufinance_ip) change in total balance of debts
bufinance_ip9.rec1inc
Total BU income correct?
Type: choice
Source: UKHLS
Text: BUVARIABLES.BUIncTot NOT EQUAL TO 99999998Below is a summary of the income you have reported for the last month. You reported a total of £BUVARIABLES.BUIncTot from earnings, benefits, and other income sources after taxes and deductions. Thinking about the money coming in, that is after any tax or deductions, does this seem correct? If not, you will have an opportunity to update the amounts.BUVARIABLES.BUIncTot = 99999998You have not reported receiving any money in the last month from earnings, benefits, or other income sources. Is this correct? Summary of income sources for names of BU members Employment income: Main job {Name of relevant PNO if BUVARIABLES.PaynMnth_P(PNO) not equal to -8} about £BUVARIABLES.PaynMnth_P(PNO) per month {...for each person in Benefit Unit, excluding 16-19 year olds in F/T education where BUType = 2 or 4} Employment income: Second job {Name of relevant PNO if BUVARIABLES.J2PayMnth_P(PNO) not equal to -8} about £BUVARIABLES.J2PayMnth_P(PNO) per month {...for each person in Benefit Unit, excluding 16-19 year olds in F/T education where BUType = 2 or 4} Income from self-employment {Name of relevant PNO if BUVARIABLES.JsMnth_P(PNO) not equal to 99999998} about £BUVARIABLES.JsMnth_P(PNO) per month {...for each person in Benefit Unit, excluding 16-19 year olds in F/T education where BUType = 2 or 4} Benefits and pensions FICODE about £BUVARIABLES.BUFrMnth per month {display for each FICODE if BUVARIABLES.BUFrMnth not equal to -8} Total net disposable income £BUVARIABLES.BUIncTot per month Does this seem correct?
| Option | Label |
|---|---|
| 1 | Yes |
| 2 | No |
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
Associated variables:
- i_rec1inc (i_bufinance_ip) total bu income correct?
bufinance_ip9.rec1incck
Total income last month
Type: number
Source: UKHLS
Interviewer Instruction: WRITE IN TO NEAREST £
Text: Thinking about your total income after taxes and deductions, please correct the summary below.
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if Rec1inc = 2 (Income reconciliation not correct)
bufinance_ip9.rec1totin
Total inflows (gross flows)
Type: number
Source: UKHLS
Universe:
if (GRIDVARIABLES.ModeType = 1|3) (If mode is CAPI or web)
and if (GRIDVARIABLES.BUType = 1|2) | ((GRIDVARIABLES.BUtype = 3|4) & HOUSEHOLDFINANCESLONG.BUFConsent = 1 for each person in the benefit unit) | (Single adult benefit unit, OR couple benefit unit and consent has been given to discuss household finances jointly.)
and if (GRIDVARIABLES.BUType = 1|3) | ((BUType = 2|4) & (Age > 19 | HHGRID.HgFtEd <> 1)) (Respondent is not aged 16-19 in full-time education and living with parents)
and if ff_bufmodule = 1 (Experimental allocation: Version 1 - gross flows)
Associated variables:
- i_rec1totin (i_bufinance_ip) total inflows (gross flows)
- i_rec1totout (i_bufinance_ip) total inflows (gross flows)
