retirementplanning_w13

retirementplanning_w13.flexage

Expected age of semi-retirement

Type: number

Source: UKHLS

Interviewer Instruction: ENTER AGE

Text: At what age do/would you expect to cut down your hours of work to part time?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if RtPlanFT = 2 (Expects to partially retire)

retirementplanning_w13.rtage

Expected age of retirement for part-timers

Type: number

Source: UKHLS

Interviewer Instruction: ENTER AGE

Text: At what age are you most likely to stop work for good?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if RTplanFT = 1 | RTplanPT = 1 | 3 (Expects to retire from full or part-time employment)

retirementplanning_w13.penmage

Age of receiving non-state pension

Type: number

Source: UKHLS

Interviewer Instruction: ENTER AGE

Text: At what age do you expect to first start drawing a regular income or cash sums from any pension scheme apart from your state pension?

Universe:
if (DEMOGRAPHICS.PDVAge > 29 & GRIDVARIABLES.PENSIONER = 0)|( GRIDVARIABLES.PENSIONER = 1 & DEMOGRAPHICS.PDVAge < 76 & (JBHAS = 1 | JBOFF = 1)) (Aged between 30 and state pension age OR aged between state pension age and 75 and has a job)
and if (Penmex = 1 | Pppex = 1 | Sppen = 1) & (BENEFITS.BENPEN <> 2 | 3 | 5) (has a workplace/personal/spouse's pension AND not already in receipt of a workplace/personal/spouse's pension)

retirementplanning_w13.rtfothelse

Non-pension sources of retirement income: something else

Type: string

Source: UKHLS

Interviewer Instruction: WRITE IN RESPONSE

Text: What else is that?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if Rtfoth = 9 (Non-pension sources of retirement income: something else)

retirementplanning_w13.flexjob

Change of job after partial retirement - employees

Type: choice

Source: UKHLS

Interviewer Instruction: READ OUT

Text: If you were to cut down your hours to part time before you stop work for good, is it most likely that you would:

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if DEMOGRAPHICS.JBSTAT = 2 & RtPlanFT = 2 (Employed and expects to partially retire)

retirementplanning_w13.rtfoth

Other sources of retirement income

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

Text: Apart from pensions, which of the following ways, if any, are you likely to use to provide money in later life?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)

retirementplanning_w13.rtsufnew

Adequacy of retirement income

Type: choice

Source: UKHLS

Interviewer Instruction: READ OUT EACH AND CODE ONE ONLY

Text: Looking to the future, RTplanFT = 1 | (RTplanPT = 1|3)once you have stopped working for good (RTplanFT = 3 | RTpanFT = 2 | Notwkchk = 2 | PARENTSRETURNTOWORK.Mlfutr=2) & GRIDVARIABLES.PENSIONER = 0when you reach State Pension age, do you expect your income to be...

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)

retirementplanning_w13.notwchk

Future employment expectations for non-employed

Type: choice

Source: UKHLS

Text: Earlier you said that you are currently JBSTAT. Do you expect to go into paid employment or self-employment in the future?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if (DEMOGRAPHICS.JBSTAT = 3 | 4 | 6 | 7 | 8 | 9 | 10 | 11 | 97) & CURRENTEMPLOYMENT.JBHAS = 2 & CURRENTEMPLOYMENT.JBOFF = 2 (Not currently employed, self-employed, not on maternity/shared parental/adoption leave, and does not have a job)

retirementplanning_w13.notwplans

Future employment pattern

Type: choice

Source: UKHLS

Text: Do you think you would work full-time or part-time, where part-time is working less than 30 hours a week?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if (DEMOGRAPHICS.JBSTAT = 3 | 4 | 6 | 7 | 8 | 9 | 10 | 11 | 97) & CURRENTEMPLOYMENT.JBHAS = 2 & CURRENTEMPLOYMENT.JBOFF = 2 (Not currently employed, self-employed, not on maternity/shared parental/adoption leave, and does not have a job)
and if NotWchk = 1 | 3 (Plans to take up/return to work or might take up/return to work)

retirementplanning_w13.ftptchk

Part-time working check

Type: choice

Source: UKHLS

Text: Earlier you indicated that you are in work at present. Do you work full-time or part-time, where part-time is working less than 30 hours a week?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if DEMOGRAPHICS.JBSTAT = 1 | 2 | 12 | 13 | CURRENTEMPLOYMENT.JBHAS = 1 | CURRENTEMPLOYMENT.JBOFF = 1 (Currently employed or self-employed or has a job)

retirementplanning_w13.ptplans

Future working time expectations for part-time employees

Type: choice

Source: UKHLS

Text: Do you think you will ever work full-time at some point in the future, where full-time is working 30 hours or more a week?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if DEMOGRAPHICS.JBSTAT = 1 | 2 | 12 | 13 | CURRENTEMPLOYMENT.JBHAS = 1 | CURRENTEMPLOYMENT.JBOFF = 1 (Currently employed or self-employed or has a job)
and if FTPTchk = 2 (Works part-time)

retirementplanning_w13.rtplanft

Future retirement expectations for (actual or intended) full-time workers

Type: choice

Source: UKHLS

Text: Do you think you FTPTchk = 1 | Mlwkafpt = 1will (PTplans = 1 | 3) | NotWplans = 1 | PARENTSRETURNTOWORK.Mlwkafpt = 3would stop working full-time for good at some point in the future?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if FTPTchk = 1 | (PTplans = 1 | 3) | NotWplans = 1 | (PARENTSRETURNTOWORK.Mlwkafpt = 1|3) (Works full-time OR Works part-time but plans to work FT in future or might work FT in the future OR Not currently self-employed or employed and does not have a job but plans to work FT in future or might work FT in the future OR Plans/might to return to FT work after maternity/shared parental or adoption leave)

retirementplanning_w13.rtplanpt

Expects to retire (part-time)

Type: choice

Source: UKHLS

Text: Do you think you PTplans = 2| RTplanFT = 2| PARENTSRETURNTOWORK.Mlwkafpt = 2will NotWplans = 2would stop working for good at some point in the future?

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if (PTplans = 2 | NotWplans = 2 | RTplanFT = 2) | PARENTSRETURNTOWORK.Mlwkafpt = 2 (Plans to work only part-time or switch from full- to part-time OR plans to return to PT work after maternity/shared parental or adoption leave)

retirementplanning_w13.penmex

Have employers pension scheme

Type: choice

Source: UKHLS

Text: BENEFITS.Benpen = 2Apart from the employer’s pension you already receive, do you currently expect to receive any income or benefit from another employer’s pension scheme in the future? BENEFITS.Benpen <> 2Do you currently expect to receive any income or benefit from an employer’s pension scheme in the future?

Universe:
if (DEMOGRAPHICS.PDVAge > 29 & GRIDVARIABLES.PENSIONER = 0)|( GRIDVARIABLES.PENSIONER = 1 & DEMOGRAPHICS.PDVAge < 76 & (JBHAS = 1 | JBOFF = 1)) (Aged between 30 and state pension age OR aged between state pension age and 75 and has a job)

retirementplanning_w13.pppex

Have private pension scheme

Type: choice

Source: UKHLS

Text: A personal pension is a scheme where you select the pension provider and make arrangements for your contributions to be paid, which differs to other schemes such as a state or employer pension. BENEFITS.Benpen = 5Apart from any personal pension you already receive, do you currently expect to receive any income or benefit from another personal pension scheme in the future? BENEFITS.Benpen <> 5Do you currently expect to receive any income or benefit from a personal pension scheme in the future? Please include stakeholder pensions.

Universe:
if (DEMOGRAPHICS.PDVAge > 29 & GRIDVARIABLES.PENSIONER = 0)|( GRIDVARIABLES.PENSIONER = 1 & DEMOGRAPHICS.PDVAge < 76 & (JBHAS = 1 | JBOFF = 1)) (Aged between 30 and state pension age OR aged between state pension age and 75 and has a job)

retirementplanning_w13.sppen

Benefit from spouse's pension scheme

Type: choice

Source: UKHLS

Text: Does your husband/wife/partner belong to any pension scheme, either an employer’s scheme or a personal scheme, under which you would receive benefits if you outlive them?

Universe:
if (DEMOGRAPHICS.PDVAge > 29 & GRIDVARIABLES.PENSIONER = 0)|( GRIDVARIABLES.PENSIONER = 1 & DEMOGRAPHICS.PDVAge < 76 & (JBHAS = 1 | JBOFF = 1)) (Aged between 30 and state pension age OR aged between state pension age and 75 and has a job)
and if HHGRID.LiveSp = 1 | HHGRID.LiveWith = 1 (Living with husband/wife/partner or currently cohabiting)

retirementplanning_w13.rtamtnew

Income replacement rate

Type: choice

Source: UKHLS

Text: Many people who stop working in later life experience a drop in their income. By how much do you expect your own income to fall after you have stopped working for good, compared with your income before you stopped working? Please consider all personal income from any source.

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)
and if RTplanFT = 1 | (RTplanPT = 1 | 3 (Expects to retire completely from full or part-time employment)

retirementplanning_w13.rtintro

Retirement planning intro

Type: choice

Text: The next questions are about lifelong wellbeing and flexible working for older workers. We are interested in how much paid work you intend to do DEMOGRAPHICS.PDVAGE => 50later in life DEMOGRAPHICS.PDVAGE < 50after the age of 50 and how long you plan to continue working before stopping for good.

Universe:
if DEMOGRAPHICS.PDVAge > 29 & DEMOGRAPHICS.PDVAge < 76 (Aged between 30 and 75)