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Innovation Panel Questionnaire Module

financesummary_ip9

Finance Summary module

Questions 7

financesummary_ip9.finsum

Income summary

Type: choice

Source: UKHLS

Text: Thank you for telling us about these types of income. Here is a summary of what you have told us you received last month after tax and deductions. Please take a look and GRIDVARIABLES.ModeType = 1let me knowGRIDVARIABLES.ModeType = 3select whether this summary is accurate. If not, you will have an opportunity to update the amounts. Employment income: Main job £INDVARIABLES.PaynAmnt per INDVARIABLES.PaynPer = about £INDVARIABLES.PaynMnth per month {if INDVARIABLES.PaynMnth not equal to -8} Employment income: Second job £INDVARIABLES.J2PayMnth per month {if INDVARIABLES.J2PayMnth not equal to -8} Income from self-employment £INDVARIABLES.JsAmnt per INDVARIABLES.JsPrd = about £INDVARIABLES.JsMnth per month {if INDVARIABLES.JsMnth not equal to 99999998} Benefits and pensions FICODE = about £INDVARIABLES.FrMnthTot per month {display for each FICODE if INDVARIABLES.FRMNTH not equal to -8} Total £INDVARIABLES.IndIncTot per month Does this summary seem correct?

OptionLabel
1Yes
2No

Universe:
if GRIDVARIABLES.ModeType = 1|3 (If mode is CAPI or web)
and if (INDVARIABLES.IndIncTot <> 99999998) & (ff_incomesummary = 2) (Any benefit/unearned income/labour source reported in the last month and in experimental group 'income summary screen used')

Associated variables:

  • i_finsum (i_indresp_ip) income summary

financesummary_ip9.finsumchk

Editable income summary

Type: number

Source: UKHLS

Text: Thinking about your income after taxes and deductions, can you tell us the correct monthly amounts?

Universe:
if GRIDVARIABLES.ModeType = 1|3 (If mode is CAPI or web)
and if (INDVARIABLES.IndIncTot <> 99999998) & (ff_incomesummary = 2) (Any benefit/unearned income/labour source reported in the last month and in experimental group 'income summary screen used')
and if Finsum = 2 (Income summary is incorrect)

financesummary_ip9.frmnthtot_b

Corrected monthly amount of benefits and pensions

Type: number

Source: UKHLS

Universe:
if GRIDVARIABLES.ModeType = 1|3 (If mode is CAPI or web)
and if INDVARIABLES.IndIncTot <> 99999998 (Any benefit/unearned income/labour source reported in the last month)

Associated variables:

  • i_frmnthtot_b1 (i_indresp_ip) ni retirement/state retirement (old age) pension: corrected monthly amount of
  • i_frmnthtot_b2 (i_indresp_ip) a pension from a previous employer: corrected monthly amount of benefits and
  • i_frmnthtot_b3 (i_indresp_ip) a pension from a spouse's previous employer: corrected monthly amount of bene
  • i_frmnthtot_b4 (i_indresp_ip) a private pension/annuity: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b5 (i_indresp_ip) a widow's or war widow's : corrected monthly amount of benefits and pensions
  • i_frmnthtot_b6 (i_indresp_ip) a widowed mother's allowance / widowed parent's allowance / bereavement allow
  • i_frmnthtot_b7 (i_indresp_ip) pension credit (includes guarantee credit & saving credit): corrected monthly
  • i_frmnthtot_b8 (i_indresp_ip) severe disablement allowance: corrected monthly amount of benefits and pensio
  • i_frmnthtot_b9 (i_indresp_ip) industrial injury disablement allowance: corrected monthly amount of benefits
  • i_frmnthtot_b10 (i_indresp_ip) disability living allowance: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b11 (i_indresp_ip) attendance allowance: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b12 (i_indresp_ip) carer's allowance (formerly invalid care allowance): corrected monthly amount
  • i_frmnthtot_b13 (i_indresp_ip) war disablement pension: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b14 (i_indresp_ip) incapacity benefit: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b15 (i_indresp_ip) income support: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b16 (i_indresp_ip) job seeker's allowance: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b18 (i_indresp_ip) child benefit (including lone-parent child benefit payments): corrected month
  • i_frmnthtot_b19 (i_indresp_ip) child tax credit: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b20 (i_indresp_ip) working tax credit (includes disabled person's tax credit): corrected monthly
  • i_frmnthtot_b21 (i_indresp_ip) maternity allowance: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b22 (i_indresp_ip) housing benefit: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b23 (i_indresp_ip) council tax benefit: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b24 (i_indresp_ip) educational grant (not student loan or tuition fee loan: corrected monthly am
  • i_frmnthtot_b25 (i_indresp_ip) trade union / friendly society payment: corrected monthly amount of benefits
  • i_frmnthtot_b26 (i_indresp_ip) maintenance or alimony: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b27 (i_indresp_ip) payments from a family member not living here: corrected monthly amount of be
  • i_frmnthtot_b28 (i_indresp_ip) rent from boarders or lodgers (not family members) living here with you: corr
  • i_frmnthtot_b29 (i_indresp_ip) rent from any other property: corrected monthly amount of benefits and pensio
  • i_frmnthtot_b30 (i_indresp_ip) foster allowance / guardian allowance: corrected monthly amount of benefits a
  • i_frmnthtot_b31 (i_indresp_ip) rent rebate: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b32 (i_indresp_ip) rate rebate: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b33 (i_indresp_ip) employment and support allowance: corrected monthly amount of benefits and pe
  • i_frmnthtot_b34 (i_indresp_ip) return to work credit: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b35 (i_indresp_ip) sickness and accident in: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b36 (i_indresp_ip) in-work credit for lone : corrected monthly amount of benefits and pensions
  • i_frmnthtot_b37 (i_indresp_ip) other disability related benefit or : corrected monthly amount of benefits an
  • i_frmnthtot_b38 (i_indresp_ip) any other regular : corrected monthly amount of benefits and pensions
  • i_frmnthtot_b39 (i_indresp_ip) any other state benefit: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b40 (i_indresp_ip) universal credit: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b41 (i_indresp_ip) personal independence payments: corrected monthly amount of benefits and pens
  • i_frmnthtot_b42 (i_indresp_ip) government training schemes, such as youth training allowan: corrected monthl
  • i_frmnthtot_b43 (i_indresp_ip) royalties e.g. from land, books or performanc: corrected monthly amount of be
  • i_frmnthtot_b44 (i_indresp_ip) an occupational pension from an overseas government or company, paid in forei
  • i_frmnthtot_b45 (i_indresp_ip) grants from social fund or community care grant from dwp or local authority;
  • i_frmnthtot_b46 (i_indresp_ip) an annuity (includes home income plan or equity releas: corrected monthly amo
  • i_frmnthtot_b47 (i_indresp_ip) other benefits: corrected monthly amount of benefits and pensions
  • i_frmnthtot_b48 (i_indresp_ip) one or more disability benefit(s), but not sure which one(: corrected monthly
  • i_frmnthtot_b49 (i_indresp_ip) corrected monthly amount of benefits and pensions any other bene
  • i_frmnthtot_b50 (i_indresp_ip) other income: corrected monthly amount of benefits and pensions

financesummary_ip9.indinctot_b

Corrected monthly individual income

Type: number

Source: UKHLS

Universe:
if GRIDVARIABLES.ModeType = 1|3 (If mode is CAPI or web)
and if INDVARIABLES.IndIncTot <> 99999998 (Any benefit/unearned income/labour source reported in the last month)

Associated variables:

  • i_indinctot_b (i_indresp_ip) corrected monthly individual income

financesummary_ip9.j2paymnth_b

Corrected monthly earnings, second job

Type: number

Source: UKHLS

Universe:
if GRIDVARIABLES.ModeType = 1|3 (If mode is CAPI or web)
and if INDVARIABLES.IndIncTot <> 99999998 (Any benefit/unearned income/labour source reported in the last month)

Associated variables:

  • i_j2paymnth_b (i_indresp_ip) corrected monthly earnings, second job

financesummary_ip9.jsmnth_b

Corrected monthly earnings from self-employment

Type: number

Source: UKHLS

Universe:
if GRIDVARIABLES.ModeType = 1|3 (If mode is CAPI or web)
and if INDVARIABLES.IndIncTot <> 99999998 (Any benefit/unearned income/labour source reported in the last month)

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

financesummary_ip9.paynmnth_b

Corrected monthly earnings, main job

Type: number

Source: UKHLS

Universe:
if GRIDVARIABLES.ModeType = 1|3 (If mode is CAPI or web)
and if INDVARIABLES.IndIncTot <> 99999998 (Any benefit/unearned income/labour source reported in the last month)

Associated variables:

  • i_paynmnth_b (i_indresp_ip) corrected monthly earnings, main job

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