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BHPS Documentation and Questionnaires

kf126Income: disablty living allowance (care)
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF126 : Have you yourself or jointly with others since 1.9.2000 received Disability Living Allowance/ Care Component
Value LabelValueFrequency%Valid %
Not mentioned01743692.496.5
Disab liv allw -care266303.33.5
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
Variable OccurrenceW8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf127Income: disab living allowance(mobility)
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF127 : Have you yourself or jointly with others since 1.9.2000 received Disability Living Allowance/ Mobility Component
Value LabelValueFrequency%Valid %
Not mentioned01745492.596.6
Disab liv allw -mob276123.23.4
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
Variable OccurrenceW8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf128Income: disability living allowance (dk)
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF128 : Have you yourself or jointly with others since 1.9.2000 received Disability Living Allowance/ Components not known
Value LabelValueFrequency%Valid %
Not mentioned01789094.899.0
Disab liv allw -dk28176.91.0
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
Variable OccurrenceW8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf132Income: income support (IS)
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF132 : Have you yourself or jointly with others since 1.9.2000 received Income Support?
Value LabelValueFrequency%Valid %
Not mentioned01662388.192.0
Income support (IS)3214437.68.0
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf142Income: Job Seekers Allowance
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF142 : Have you yourself or jointly with others since 1.9.2000 received Job Seeker's Allowance?
Value LabelValueFrequency%Valid %
Not mentioned01761393.497.5
Job Seeker's Allowan424532.42.5
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteA new benefit introduced in October 1997 to replace Unemployment Benefit (wF133). See usage notes in Vol. A.
Variable OccurrenceW6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf135Income: child benefit
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF135 : Have you yourself or jointly with others since 1.9.2000 received Child Benefit?
Value LabelValueFrequency%Valid %
Not mentioned01446076.680.0
Child benefit35360619.120.0
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf136Income: one parent benefit
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF136 : Have you yourself or jointly with others since 1.9.2000 received Child Benefit (Lone Parent)?
Value LabelValueFrequency%Valid %
Not mentioned01763093.497.6
One parent benefit364362.32.4
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16


kf137Income: Working family tax credit
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF137 : Have you yourself or jointly with others since 1.9.2000 received Working Family Tax Credit?
Value LabelValueFrequency%Valid %
Not mentioned01729091.695.7
Working fam tax cred377764.14.3
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf138Income: maternity allowance
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF138 : Have you yourself or jointly with others since 1.9.2000 received Maternity allowance?
Value LabelValueFrequency%Valid %
Not mentioned01793995.199.3
Maternity allow38127.7.7
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf139Income: housing benefit
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF139 : Have you yourself or jointly with others since 1.9.2000 received Housing Benefit/Rent rebate or allowance?
Value LabelValueFrequency%Valid %
Not mentioned01654987.791.6
Housing benefit3915178.08.4
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
Housing: Allowances/Rebates
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf140Income: council tax benefit
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF140 : Have you yourself or jointly with others since 1.9.2000 received Council Tax Benefit?
Value LabelValueFrequency%Valid %
Not mentioned01637786.890.7
Comm charge bene4016899.09.3
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A. Changed from Community Charge Benefit to Council Tax Benefit at Wave 3.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf141Income: other state benefit
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF141 : Have you yourself or jointly with others since 1.9.2000 received Any other state benefit?
Value LabelValueFrequency%Valid %
Not mentioned01798995.399.6
Other state bene4177.4.4
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf151Income: educational grant
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF151 : Have you yourself or jointly with others since 1.9.2000 received Educational Grant (not Student Loan)?
Value LabelValueFrequency%Valid %
Not mentioned01777894.298.4
Educa grant512881.51.6
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Grants for Education
Incomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf152Income: trade union payments
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF152 : Have you yourself or jointly with others since 1.9.2000 received Trade Union/Friendly Society payments?
Value LabelValueFrequency%Valid %
Not mentioned01804295.699.9
T U/friendly soc pay5224.1.1
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
Trade Unions and Union Membership
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf153Income: maintenance or alimony
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF153 : Have you yourself or jointly with others since 1.9.2000 received Maintenance or Alimony?
Value LabelValueFrequency%Valid %
Not mentioned01776894.298.4
Maint or alimony532981.61.6
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf154Income: payments from relations
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF154 : Have you yourself or jointly with others since 1.9.2000 received Payments from a family member not living here?
Value LabelValueFrequency%Valid %
Not mentioned01782294.598.6
Payment abs relative542441.31.4
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf155Income: rent from lodgers
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF155 : Have you yourself or jointly with others since 1.9.2000 received Rent from Boarders or lodgers (not family members) living here with you?
Value LabelValueFrequency%Valid %
Not mentioned01798395.399.5
Rent/boarders/lodger5583.4.5
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Rents, Savings, Investments
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf156Income: rent from other property
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF156 : Have you yourself or jointly with others since 1.9.2000 received Rent from any other property?
Value LabelValueFrequency%Valid %
Not mentioned01775494.198.3
Rent other prop563121.71.7
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Rents, Savings, Investments
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf157Income: foster allowance
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF157 : Have you yourself or jointly with others since 1.9.2000 received Foster allowance?
Value LabelValueFrequency%Valid %
Not mentioned01804395.699.9
Foster allowance5723.1.1
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf158Income: sickness or accident insurance
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF158 : Have you yourself or jointly with others since 1.9.2000 received Sickness or accident insurance?
Value LabelValueFrequency%Valid %
Not mentioned01803095.699.8
Sick/acci insurance5836.2.2
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kf159Income: any other payment
Record TypeKINDRESP
QuestionnaireIndividual (112)
Question Number and Text KF159 : Have you yourself or jointly with others since 1.9.2000 received Any other regular payment?
Value LabelValueFrequency%Valid %
Not mentioned01795095.199.4
Any other payment59116.6.6
Proxy respondent-78014.2Missing
Valid cases18066Missing cases801
Question RouteALL RESPONDENTS
Index TermsIncomes: Benefits and Allowances and Pensions
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


knf1Income: total number of cited sources
Record TypeKINDRESP
QuestionnaireIndividual (113)
Question Number and Text KF2 : Interviewer check How many sources of income in total were recorded above?
Value LabelValueFrequency%Valid %
0744839.541.2
1454824.125.2
2305316.216.9
315478.28.6
49164.95.1
53852.02.1
6122.6.7
728.1.2
88.0.0
92.0.0
111.0.0
Proxy respondent-78014.2Missing
Refused-28.0Missing
Valid cases18058Missing cases809
Question RouteALL RESPONDENTS
Index TermsIncomes
NoteSee usage notes in Vol. A.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfisitFinancial situation
Record TypeKINDRESP
QuestionnaireIndividual (118)
Question Number and Text KF4 : How well would you say you yourself are managing financially these days? Would you say you are (READ OUT)
Value LabelValueFrequency%Valid %
Living comfortably1550029.230.5
Doing alright2677635.937.6
Just abt getting by3443023.524.6
Finding it quite dif49334.95.2
Finding it very diff54032.12.2
Missing or wild-91.0Missing
Proxy respondent-78014.2Missing
Refused-21.0Missing
Don't know-122.1Missing
Valid cases18042Missing cases825
Question RouteALL RESPONDENTS
Index TermsFinancial Management: Material Well-Being
Values, Opinions and Attitudes
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfisitcChange in financial position last year
Record TypeKINDRESP
QuestionnaireIndividual (118)
Question Number and Text KF5 : Would you say that you yourself are better off or worse off financially than you were a year ago?
Value LabelValueFrequency%Valid %
Better off1537228.529.8
Worse off2329617.518.3
About same3935749.651.9
Missing or wild-91.0Missing
Proxy respondent-78014.2Missing
Refused-21.0Missing
Don't know-139.2Missing
Valid cases18025Missing cases842
Question RouteALL RESPONDENTS
Index TermsFinancial Management: Material Well-Being
Values, Opinions and Attitudes
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfisityWhy financial situation changed
Record TypeKINDRESP
QuestionnaireIndividual (118)
Question Number and Text KF6 : Why is that? (financially better or worse off)
Value LabelValueFrequency%Valid %
missing or wild-9690.37Missing
inapplicable-8939749.81Missing
proxy and/or phone-78014.25Missing
refused-210.01Missing
Earnings increased1309816.4236.03
Benefits increased24842.575.63
Invest't income inc3930.491.08
Less expenses47774.129.04
Windfall payment51210.641.41
Earnings decreased1110395.5112.08
Benefits reduced12980.521.14
Invest't income dec132161.142.51
More expenses1414437.6516.78
One off expenditure15580.310.67
Earn less:less expens2150.030.06
Earn more:more expens2220.010.02
Earn more:less benft2340.020.05
More benft:more expens2430.020.03
Less svgs:same std livg25680.360.79
Good management263101.643.61
No change income/expens2730.020.03
Better off:other reason314062.154.72
Worse off:other reason323381.793.93
Nthr better/worse:reason3390.050.1
Other96240.130.28
Total18867100.00
Valid cases8599Missing cases10268
Question RouteIF (KFISITC = 1-2) Asked if R is better off or worse off financially than a year ago
Index TermsFinancial Management: Material Well-Being
Values, Opinions and Attitudes
NoteOffice coded from verbatim responses.
Variable OccurrenceW3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfisitxFinancial expectations for year ahead
Record TypeKINDRESP
QuestionnaireIndividual (118)
Question Number and Text KF7 : Looking ahead, how do you think you will be financially a year from now, will you be (READ OUT)
Value LabelValueFrequency%Valid %
Better than now1486125.827.9
Worse than now213747.37.9
About the same31118659.364.2
Missing or wild-91.0Missing
Proxy respondent-78014.2Missing
Refused-21.0Missing
Don't know-16433.4Missing
Valid cases17421Missing cases1446
Question RouteALL RESPONDENTS
Index TermsFinancial Management: Material Well-Being
Values, Opinions and Attitudes
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfiyrdiaAmount received in interest/dividends
Record TypeKINDRESP
QuestionnaireIndividual (119)
Question Number and Text KF8 : In the past 12 months how much have you received in the way of dividends or interest from any savings and investments you may have?
MeanStd DevMinimumMaximum
232.381675.43080000
Value LabelValueFrequency%Valid %
Nothing01184262.876.3
Amount stated1366919.423.7
Missing-91.0Missing
Proxy Respondent-78014.2Missing
Refused-26913.7Missing
Don't know-118639.9Missing
Valid cases15511Missing cases3356
Question RouteALL RESPONDENTS
Index TermsFinancial Management: Savings and Bank Accounts
Incomes: Rents, Savings, Investments
Variable OccurrenceW9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfiyrdb1Over 500 in interest/dividends
Record TypeKINDRESP
QuestionnaireIndividual (119)
Question Number and Text KF9A : Would it amount to 500 or more?
Value LabelValueFrequency%Valid %
Yes14602.429.6
No210965.870.4
Missing-94.0Missing
Not applicable-81620285.9Missing
Proxy Respondent-78014.2Missing
Refused-28.0Missing
Don't know-12961.6Missing
Valid cases1556Missing cases17311
Question RouteIF (KFIYRDIA = -1) Asked if R has received dividends or interest from savings or investments but does not know how much
Index TermsFinancial Management: Savings and Bank Accounts
Incomes: Rents, Savings, Investments
Variable OccurrenceW9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfiyrdb2Over 1000 in interest/dividends
Record TypeKINDRESP
QuestionnaireIndividual (119)
Question Number and Text KF9B : Would it amount to 1,000 or more?
Value LabelValueFrequency%Valid %
Yes11941.047.0
No22191.253.0
Missing-94.0Missing
Not applicable-81760293.3Missing
Proxy Respondent-78014.2Missing
Don't know-147.2Missing
Valid cases413Missing cases18454
Question RouteIF (KFIYRDIA = -1 AND KFIYRDB1 = 1) Asked if R has received dividends or interest from savings or investments but does not know how much but it is more than 500 pounds
Index TermsFinancial Management: Savings and Bank Accounts
Incomes: Rents, Savings, Investments
Variable OccurrenceW9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfiyrdb3Over 5000 in interest/dividends
Record TypeKINDRESP
QuestionnaireIndividual (119)
Question Number and Text KF9C : Would it amount to 5,000 or more?
Value LabelValueFrequency%Valid %
Yes147.227.3
No2125.772.7
Missing-94.0Missing
Not applicable-81786894.7Missing
Proxy Respondent-78014.2Missing
Don't know-122.1Missing
Valid cases172Missing cases18695
Question RouteIF (KFIYRDIA = -1 AND KFIYRDB1 = 1 AND KFIYRDB2 = 1) Asked if R has received dividends or interest from savings or investments but does not know how much but it is more than 1000 pounds
Index TermsFinancial Management: Savings and Bank Accounts
Incomes: Rents, Savings, Investments
Variable OccurrenceW9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfiyrdb4Over 2500 in interest/dividends
Record TypeKINDRESP
QuestionnaireIndividual (119)
Question Number and Text KF9D : Would it amount to 2,500 or more?
Value LabelValueFrequency%Valid %
Yes148.340.7
No270.459.3
Missing-94.0Missing
Not applicable-81791595.0Missing
Proxy Respondent-78014.2Missing
Don't know-129.2Missing
Valid cases118Missing cases18749
Question RouteIF (KFIYRDIA = -1 AND KFIYRDB1 = 1 AND KFIYRDB2 = 2 AND KFIYRDB3 = 2 OR -1) Asked if R has received dividends or interest from savings or investments but does not know how much but it is more than 1000 but less than 5000 pounds
Index TermsFinancial Management: Savings and Bank Accounts
Incomes: Rents, Savings, Investments
Variable OccurrenceW9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfiyrdb5Over 10000 in interest/dividends
Record TypeKINDRESP
QuestionnaireIndividual (119)
Question Number and Text KF9E : Would it amount to 10,000 or more?
Value LabelValueFrequency%Valid %
Yes116.134.8
No230.265.2
Missing-94.0Missing
Not applicable-81801595.5Missing
Proxy Respondent-78014.2Missing
Don't know-11.0Missing
Valid cases46Missing cases18821
Question RouteIF (KFIYRDIA = -1 AND KFIYRDB1 = 1 AND KFIYRDB2 = 1 AND KFIYRDB3 = 1) Asked if R has received dividends or interest from savings or investments but does not know how much but it is more than 5000 pounds
Index TermsFinancial Management: Savings and Bank Accounts
Incomes: Rents, Savings, Investments
Variable OccurrenceW9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kfiyrdb6Over 100 in interest/dividends
Record TypeKINDRESP
QuestionnaireIndividual (119)
Question Number and Text KF9F : Would it amount to 100 or more?
Value LabelValueFrequency%Valid %
Yes16633.560.9
No24262.339.1
Missing-94.0Missing
Not applicable-81667088.4Missing
Proxy Respondent-78014.2Missing
Refused-24.0Missing
Don't know-12991.6Missing
Valid cases1089Missing cases17778
Question RouteIF (KFIYRDIA = -1 AND KFIYRDB1 = 2 OR -1) Asked if R has received dividends or interest from savings or investments but does not know how much but it is less than 500 pounds
Index TermsFinancial Management: Savings and Bank Accounts
Incomes: Rents, Savings, Investments
Variable OccurrenceW9 W10 W11 W12 W13 W14 W15 W16 W17 W18


ksaveSaves from current income
Record TypeKINDRESP
QuestionnaireIndividual (120)
Question Number and Text KF10 : Do you save any amount of your income for example by putting something away now and then in a bank, building society, or Post Office account other than to meet regular bills? Please include share purchase schemes ISA's and Tessa accounts.
Value LabelValueFrequency%Valid %
Yes1719838.240.4
No21063356.459.6
Missing or wild-91.0Missing
Proxy respondent-78014.2Missing
Refused-22291.2Missing
Don't know-15.0Missing
Valid cases17831Missing cases1036
Question RouteALL RESPONDENTS
Index TermsFinancial Management: Material Well-Being
Financial Management: Savings and Bank Accounts
NoteExplicitly excludes money put by to pay bills, but includes saving for holidays and PEPs and life insurance. Includes Tax Exempt Special Savings Accounts (TESSAs).
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


ksavedAmount saved each month
Record TypeKINDRESP
QuestionnaireIndividual (120)
Question Number and Text KF11 : About how much on average do you personally manage to save a month?
MeanStd DevMinimumMaximum
154.71249.7417000
Value LabelValueFrequency%Valid %
Amount stated1631933.5100.0
Missing or wild-92.0Missing
Inapplicable-81086757.6Missing
Proxy respondent-78014.2Missing
Refused-21831.0Missing
Don't know-16953.7Missing
Valid cases6319Missing cases12548
Question RouteIF (KSAVE = 1) Asked if R saves some of income
Index TermsFinancial Management: Material Well-Being
Financial Management: Savings and Bank Accounts
NoteAmount saved by R alone.
Variable OccurrenceW1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


ksavey1First reason for saving
Record TypeKINDRESP
QuestionnaireIndividual (120)
Question Number and Text KF11AM1 : What are you saving for? 1st mention
Value LabelValueFrequency%Valid %
Holidays113397.121.2
Old age25562.98.8
Car32491.33.9
Children43021.64.8
House purchase53281.75.2
Home improv62241.23.5
HH bills7116.61.8
Special evnts83732.05.9
No spec reason9253713.440.1
Share schemes1020.1.3
Own education1146.2.7
Grandchild1217.1.3
Other962131.13.4
Missing or wild-95833.1Missing
Inapplicable-81105058.6Missing
Proxy respondent-78014.2Missing
Refused-24.0Missing
Don't know-1109.6Missing
Valid cases6320Missing cases12547
Question RouteIF (KSAVE = 1 AND KSAVED GE -1) Asked if R saves some of income and specifies or does not know amount saved per month
Index TermsFinancial Management: Material Well-Being
Financial Management: Savings and Bank Accounts
NoteOffice coded from verbatim responses. At Wave 1 and 2 only one response was coded : wSAVEY.
Variable OccurrenceW3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


ksavey2Second reason for saving
Record TypeKINDRESP
QuestionnaireIndividual (120)
Question Number and Text KF11AM2 : What are you saving for? 2nd mention
Value LabelValueFrequency%Valid %
Not mentioned0538728.683.5
Holidays12021.13.1
Old age264.31.0
Car3106.61.6
Children458.3.9
House purchase551.3.8
Home improv6104.61.6
HH bills729.2.4
Special evnts894.51.5
No spec reason92681.44.2
Own education1111.1.2
Grandchild1210.1.2
Other9664.31.0
Missing or wild-95633.0Missing
Inapplicable-81105058.6Missing
Proxy respondent-78014.2Missing
Don't know-15.0Missing
Valid cases6448Missing cases12419
Question RouteIF (KSAVE = 1 AND KSAVED GE -1) Asked if R saves some of income and specifies or does not know amount saved per month
Index TermsFinancial Management: Material Well-Being
Financial Management: Savings and Bank Accounts
NoteSee note for KSAVEY1.
Variable OccurrenceW3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


ksavregSaves on a regular basis
Record TypeKINDRESP
QuestionnaireIndividual (120)
Question Number and Text KF12 : Do you save on a regular basis or just from time to time when you can?
Value LabelValueFrequency%Valid %
Regular basis1509527.079.0
From time to time213447.120.8
Other312.1.2
Missing-95603.0Missing
Not applicable-81105058.6Missing
Proxy respondent-78014.2Missing
Refused-21.0Missing
Don't know-14.0Missing
Valid cases6451Missing cases12416
Question RouteIF (KSAVE = 1 AND KSAVED GE -1) Asked if R saves some of income and specifies or does not know amount saved per month
Index TermsFinancial Management: Material Well-Being
Financial Management: Savings and Bank Accounts
Variable OccurrenceW10 W11 W12 W13 W14 W15 W16 W17 W18


ksavltSavings mainly long or short term
Record TypeKINDRESP
QuestionnaireIndividual (120)
Question Number and Text KF13 : Would you say your savings are mainly long term savings for the future or mainly short term savings for things you need now and for unexpected events?
Value LabelValueFrequency%Valid %
Mainly long term1251213.339.3
Mainly short term2232912.336.5
Both equally315468.224.2
Missing-95593.0Missing
Not applicable-81105058.6Missing
Proxy respondent-78014.2Missing
Refused-23.0Missing
Don't know-167.4Missing
Valid cases6387Missing cases12480
Question RouteIF (KSAVE = 1 AND KSAVED GE -1) Asked if R saves some of income and specifies or does not know amount saved per month
Index TermsFinancial Management: Material Well-Being
Financial Management: Savings and Bank Accounts
Variable OccurrenceW10 W11 W12 W13 W14 W15 W16 W17 W18


kpppenPaid into private personal pension
Record TypeKINDRESP
QuestionnaireIndividual (121)
Question Number and Text KF14 : I'd like to ask you now about private personal pensions, that is a pension that you yourself have taken out on your own behalf. In the past year, that is since September 1st 2000 have you paid any contributions or premiums for a private personal pension, or had such contributions paid on your behalf by the Department of Social Security?
Value LabelValueFrequency%Valid %
missing or wild-9360.19Missing
proxy and/or phone-78014.25Missing
refused-2180.10Missing
Yes1193710.2710.75
No21607585.2089.25
Total18867100.00
Valid cases18012Missing cases855
Question RouteALL RESPONDENTS
Index TermsFinancial Management: Pensions
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenb4Personal pension started before 1.7.88
Record TypeKINDRESP
QuestionnaireIndividual (121)
Question Number and Text KF15 : Was your policy taken out before July 1st 1988 or since then?
Value LabelValueFrequency%Valid %
missing or wild-9100.05Missing
inapplicable-81612885.48Missing
proxy and/or phone-78014.25Missing
Before 1.7.8815532.9328.68
1.7.88 or since213196.9968.41
Before and after3560.302.9
Total18867100.00
Valid cases1928Missing cases16939
Question RouteIF (KPPPEN = 1) Asked if R has since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS
Index TermsFinancial Management: Pensions
Note1.7.88 was date on which the UK laws relating to personal pensions were changed.
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenb4y4Year pre 1.7.88 pension started
Record TypeKINDRESP
QuestionnaireIndividual (121)
Question Number and Text KF16 : What year did you first take out a policy?
MeanStd DevMinimumMaximum
1983.205.4619521988
Value LabelValueFrequency%Valid %
Amount stated14612.4100.0
Missing or wild-91.0Missing
Inapplicable-81751292.8Missing
Proxy respondent-78014.2Missing
Refused-24.0Missing
Don't know-188.5Missing
Valid cases461Missing cases18406
Question RouteIF (KPPPEN = 1 AND KPENB4 = 1) Asked if R has since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS and the policy was taken out before 1.7.88
Index TermsFinancial Management: Pensions
NoteSee note for KPENB4.
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenb4vAmount last payment to pre 1988 pension
Record TypeKINDRESP
QuestionnaireIndividual (121)
Question Number and Text KF17 : How much was your last contribution or premium?
MeanStd DevMinimumMaximum
183.92524.5247000
Value LabelValueFrequency%Valid %
Amount stated14512.4100.0
Missing or wild-93.0Missing
Inapplicable-81751292.8Missing
Proxy respondent-78014.2Missing
Refused-226.1Missing
Don't know-174.4Missing
Valid cases451Missing cases18416
Question RouteIF (KPPPEN = 1 AND KPENB4 = 1) Asked if R has since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS and the policy was taken out before 1.7.88
Index TermsFinancial Management: Pensions
NoteSee note for KPENB4.
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenb4wWeeks covered pre 88 pension
Record TypeKINDRESP
QuestionnaireIndividual (121)
Question Number and Text KF18 : How long did this cover?
MeanStd DevMinimumMaximum
8.3113.19152
Value LabelValueFrequency%Valid %
Amount stated1.004502.4100.0
Missing or wild-9.003.0Missing
Inapplicable-8.001761293.3Missing
Proxy respondent-7.008014.2Missing
One off payment-4.001.0Missing
Valid cases450Missing cases18417
Question RouteIF (KPPPEN = 1 AND KPENB4 = 1) Asked if R has since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS and the policy was taken out before 1.7.88
Index TermsFinancial Management: Pensions
NoteSee note for KPENB4.
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenyr4Year post 1.7.88 pension started
Record TypeKINDRESP
QuestionnaireIndividual (122)
Question Number and Text KF19 : In what year since July 1st 1988 did you first take out a policy?
Value LabelValueFrequency%Valid %
198853.34.3
1989100.58.1
1990112.69.1
199195.57.7
199282.46.6
199381.46.6
199472.45.8
199587.57.1
199699.58.0
199793.57.5
1998103.58.3
199999.58.0
2000141.711.4
200115.11.2
20022.0.2
Missing or wild-91.0Missing
Inapplicable-81669088.5Missing
Proxy respondent-78014.2Missing
Refused-22.0Missing
Don't know-1139.7Missing
Valid cases1234Missing cases17633
Question RouteIF (KPPPEN = 1 AND KPENB4 = 2) Asked if R has since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS and policy was taken out on or after 1.7.88
Index TermsFinancial Management: Pensions
NoteSee note for KPENB4.
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenaddAdditional contrib'n to post '88 pension
Record TypeKINDRESP
QuestionnaireIndividual (122)
Question Number and Text KF20 : Since September 1st 2000, over and above those contributions paid on your behalf by the Department of Social Security, have you yourself made any extra contributions towards your personal pension?
Value LabelValueFrequency%Valid %
missing or wild-9100.05Missing
inapplicable-81669088.46Missing
proxy and/or phone-78014.25Missing
Yes17584.0255.49
No26083.2244.51
Total18867100.00
Valid cases1366Missing cases17501
Question RouteIF (KPPPEN = 1 AND KPENB4 = 2) Asked if R has since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS and policy was taken out on or after 1.7.88
Index TermsFinancial Management: Pensions
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenadvAmount last payment post 1.7.88 pension
Record TypeKINDRESP
QuestionnaireIndividual (122)
Question Number and Text KF21 : How much was your last contribution?
MeanStd DevMinimumMaximum
187.62571.7016050
Value LabelValueFrequency%Valid %
Amount stated16943.7100.0
Missing or wild-91.0Missing
Inapplicable-81730791.7Missing
Proxy respondent-78014.2Missing
Refused-223.1Missing
Don't know-141.2Missing
Valid cases694Missing cases18173
Question RouteIF (KPPPEN = 1 AND KPENB4 = 2 AND KPENADD = 1) Asked if R has since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS and policy was taken out on or after 1.7.88 and R has paid extra contributions into the pension
Index TermsFinancial Management: Pensions
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenadwWeeks covered post 88 pension
Record TypeKINDRESP
QuestionnaireIndividual (122)
Question Number and Text KF22 : How long did this cover?
MeanStd DevMinimumMaximum
5.708.90152
Value LabelValueFrequency%Valid %
Amount stated1.006863.6100.0
Missing or wild-9.001.0Missing
Inapplicable-8.001737192.1Missing
Proxy respondent-7.008014.2Missing
One off payment-4.008.0Missing
Valid cases686Missing cases18181
Question RouteIF (KPPPEN = 1 AND KPENB4 = 2 AND KPENADD = 1) Asked if R has since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS and policy was taken out on or after 1.7.88 and R has paid extra contributions towards the pension
Index TermsFinancial Management: Pensions
Variable OccurrenceW2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kpenmjnYear joined employers pension scheme
Record TypeKINDRESP
QuestionnaireIndividual (123)
Question Number and Text KF23 : You told me earlier that you are a member of your employers occupational pension scheme. When did you first join this scheme?
MeanStd DevMinimumMaximum
1992.578.4119612002
Value LabelValueFrequency%Valid %
Amount stated1262113.9100.0
Missing or wild-937.2Missing
Inapplicable-81537481.5Missing
Proxy respondent-78014.2Missing
Don't know-134.2Missing
Valid cases2621Missing cases16246
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KJBPENM = 1) Asked if R is from BHPS/ECHP sample, not retired and belongs to employer's pension scheme
Index TermsFinancial Management: Pensions
Variable OccurrenceW11


kpenmcnType of contributions to pension scheme
Record TypeKINDRESP
QuestionnaireIndividual (123)
Question Number and Text KF24 : Which of the statements on this card (f5) best describes the contibutions made by you to this employers scheme?
Value LabelValueFrequency%Valid %
Contrib. deductions1219911.783.6
Non-contrib. AVCs2109.64.1
Non-contrib. no AVC33211.712.2
Missing or wild-937.2Missing
Inapplicable-81537481.5Missing
Proxy respondent-78014.2Missing
Don't know-126.1Missing
Valid cases2629Missing cases16238
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KJBPENM = 1) Asked if R is from BHPS/ECHP sample, not retired and belongs to employer's pension scheme
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15


kpenmpyPercentage of salary contributed
Record TypeKINDRESP
QuestionnaireIndividual (123)
Question Number and Text KF25 : What percentage of your pay or salary do you contribute to this scheme?
MeanStd DevMinimumMaximum
5.734.310100
Value LabelValueFrequency%Valid %
.0027.11.9
Amount stated1.0013907.498.1
Missing or wild-9.003972.1Missing
Inapplicable-8.001537481.5Missing
Proxy respondent-7.008014.2Missing
Don't know-1.008784.7Missing
Valid cases1417Missing cases17450
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KJBPENM = 1 AND KPENMCN = 1 OR 2) Asked if R is from BHPS/ECHP sample, not retired and belongs to employer's pension scheme and makes contributions
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15


kpenmtpHow pension be will calculated
Record TypeKINDRESP
QuestionnaireIndividual (123)
Question Number and Text KF26 : There are two main ways in which your pension entitlement can be worked out in an employers pension scheme. Which of the statements on this card (f6) best describes how your pension will be calculated?
Value LabelValueFrequency%Valid %
Pension: final salar115478.268.6
Pension: investment25562.924.7
Pension: combined/ot3152.86.7
Missing or wild-937.2Missing
Inapplicable-81537481.5Missing
Proxy respondent-78014.2Missing
Don't know-14002.1Missing
Valid cases2255Missing cases16612
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KJBPENM = 1) Asked if R is from BHPS/ECHP sample, not retired and belongs to employer's pension scheme
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15


kpenmspSpouse/partner to receive benefits
Record TypeKINDRESP
QuestionnaireIndividual (124)
Question Number and Text KF28 : Can I check, will your husband/wife/partner receive benefits under this occupational pension scheme if they outlive you?
Value LabelValueFrequency%Valid %
Yes115048.086.8
No22291.213.2
Missing or wild-944.2Missing
Inapplicable-81599184.8Missing
Proxy respondent-78014.2Missing
Don't know-12981.6Missing
Valid cases1733Missing cases17134
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KJBPENM = 1 AND KSPINHH = 1) Asked if R is from BHPS/ECHP sample, not retired and belongs to employer's pension scheme and lives with spouse/partner
Index TermsFinancial Management: Pensions
Variable OccurrenceW11


kpenmexExpects to receive occupational pension
Record TypeKINDRESP
QuestionnaireIndividual (124)
Question Number and Text KF29 : Do you currently expect to receive any income or benefit from an employers occupational pension scheme when you retire?
Value LabelValueFrequency%Valid %
Yes19284.919.8
No2375419.980.2
Missing or wild-963.3Missing
Inapplicable-81306869.3Missing
Proxy respondent-78014.2Missing
Don't know-12531.3Missing
Valid cases4682Missing cases14185
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KJBPENM = 2) Asked if R is from BHPS/ECHP sample, not retired and does not belong to employer's pension scheme
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15 W16


kpppexExpects to receive a private pension
Record TypeKINDRESP
QuestionnaireIndividual (124)
Question Number and Text KF30 : Do you currently expect to receive any income or benefit from a private pension scheme when you retire?
Value LabelValueFrequency%Valid %
Yes18804.714.5
No2518227.585.5
Missing or wild-987.5Missing
Inapplicable-81156861.3Missing
Proxy respondent-78014.2Missing
Don't know-13491.8Missing
Valid cases6062Missing cases12805
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KPPPEN = 2) Asked if R is from BHPS/ECHP sample, not retired and has not since 1.9.2000 paid into a private personal pension or had contributions paid on R's behalf by the DSS
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15 W16


kpppexmExpects to receive other income
Record TypeKINDRESP
QuestionnaireIndividual (124)
Question Number and Text KF31 : (Apart from the pensions already mentioned) Do you currently expect to receive any income or benefit from (other) savings and investments when you retire?
Value LabelValueFrequency%Valid %
Yes117819.425.5
No2520027.674.5
Missing or wild-9100.5Missing
Inapplicable-81037655.0Missing
Proxy respondent-78014.2Missing
Don't know-16093.2Missing
Valid cases6981Missing cases11886
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4) Asked if R is from BHPS/ECHP sample and is not retired
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15 W16


kstakehBelongs to a Stakeholder Pension scheme
Record TypeKINDRESP
QuestionnaireIndividual (124)
Question Number and Text KF32 : In the last year Stakeholder Pensions have been introduced. Do you currently belong to a Stakeholder Pension scheme?
Value LabelValueFrequency%Valid %
Yes1151.82.0
No2730638.798.0
Missing or wild-9100.5Missing
Inapplicable-81037655.0Missing
Proxy respondent-78014.2Missing
Don't know-1133.7Missing
Valid cases7457Missing cases11410
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4) Asked if R is from BHPS/ECHP sample and is not retired
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15 W16


ksppenSpouse/partner belong to pension scheme
Record TypeKINDRESP
QuestionnaireIndividual (125)
Question Number and Text KF34 : Does your husband/wife/partner belong to any pension scheme, either an occupational or private scheme under which you would receive benefits if you outlive them?
Value LabelValueFrequency%Valid %
Yes1228212.152.3
No2208111.047.7
Missing or wild-9135.7Missing
Inapplicable-81287268.2Missing
Proxy respondent-78014.2Missing
Don't know-16963.7Missing
Valid cases4363Missing cases14504
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KSPINHH = 1) Asked if R is from BHPS/ECHP sample and is not retired and lives with spouse/partner
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15 W16


kretexpExpects retiremnt inc. be more or less
Record TypeKINDRESP
QuestionnaireIndividual (125)
Question Number and Text KF35A : Do you expect your income in the year after you retire to be more than your pre-retirement income, less than your pre- retirement income, or about the same?
Value LabelValueFrequency%Valid %
More than1136.74.8
Less than2209311.174.2
About the same35913.121.0
Missing or wild-943.2Missing
Inapplicable-81476578.3Missing
Proxy respondent-78014.2Missing
Don't know-14382.3Missing
Valid cases2820Missing cases16047
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KAGE GE 40) Asked if R is from BHPS/ECHP sample and is not retired and is aged 40+ years
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15 W16


kretamtHow expects retirement inc. to compare
Record TypeKINDRESP
QuestionnaireIndividual (125)
Question Number and Text KF35B : Can you tell me from this card (f7) what you expect your income to be compared with your pre-retirement income?
Value LabelValueFrequency%Valid %
Less than a quarter1120.68.1
About a quarter2145.89.8
About a third32431.316.4
About a half45042.734.0
About two thirds53241.721.9
About three quarters6136.79.2
Other79.0.6
Missing or wild-943.2Missing
Inapplicable-81593084.4Missing
Proxy respondent-78014.2Missing
Don't know-16123.2Missing
Valid cases1481Missing cases17386
Question RouteIF (KMEMORIG = 1-4 AND KJBSTAT NE 4 AND KAGE GE 40 AND KRETEXP = 2) Asked if R is from BHPS/ECHP sample and is not retired and is aged 40+ years and expects retirement income to be be less than preretirement income
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15 W16


kretsufExpects retiremnt inc. to meet needs
Record TypeKINDRESP
QuestionnaireIndividual (125)
Question Number and Text KF36 : Looking to the future, do you expect your income during (the rest of) your retirement to be..
Value LabelValueFrequency%Valid %
More than enough to115068.017.7
Just about enough to2538228.563.2
Less than enough to316268.619.1
Missing or wild-9155.8Missing
Inapplicable-8802642.5Missing
Proxy respondent-78014.2Missing
Don't know-113717.3Missing
Valid cases8514Missing cases10353
Question RouteIF (KMEMORIG = 1-4) Asked if R is from BHPS/ECHP sample
Index TermsFinancial Management: Pensions
Variable OccurrenceW11 W15 W16


kwindfReceived lump payment
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF36 : Since September 1st 2000 have you personally received any payments, or payment in kind, from anything listed on this card (F8)?
Value LabelValueFrequency%Valid %
Yes1289515.316.1
No21504779.883.9
Missing-91.0Missing
Proxy respondent-78014.2Missing
Refused-267.4Missing
Don't know-156.3Missing
Valid cases17942Missing cases925
Question RouteALL RESPONDENTS
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW5 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindfaLump sum - life insurance policy
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF38A : Which ones? .. a life insurance policy
Value LabelValueFrequency%Valid %
Not mentioned01753392.997.8
Life Ins policy14032.12.2
Missing-97.0Missing
Not applicable-8123.7Missing
Proxy respondent-78014.2Missing
Valid cases17936Missing cases931
Question RouteIF (KWINDF = 1) Asked if R has received any payment or payment in kind from anything listed (Showcard F5)
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW5 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindfayAmount of: Insurance policy
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF39A : About how much in total did you receive? life insurance policy
MeanStd DevMinimumMaximum
8838.5822391.8923350000
Value LabelValueFrequency%Valid %
Amount stated13571.9100.0
Missing or wild-97.0Missing
Not applicable-81765693.6Missing
Proxy respondent-78014.2Missing
Refused-233.2Missing
Don't know-113.1Missing
Valid cases357Missing cases18510
Question RouteIF (KWINDF = 1 AND KWINDFA = 2) Asked if R has received any payment or payment in kind from a life insurance policy
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindfbLump sum - pension payout
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF38B : Which ones? .. a lump sum pension payout
Value LabelValueFrequency%Valid %
Not mentioned01779594.399.2
Pension payout1141.7.8
Missing-97.0Missing
Not applicable-8123.7Missing
Proxy respondent-78014.2Missing
Valid cases17936Missing cases931
Question RouteIF (KWINDF = 1) Asked if R has received any payment or payment in kind from anything listed (Showcard F5)
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW5 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindfbyAmount of: Lump-sum pension
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF39B : About how much in total did you receive? lump sum pension payout
MeanStd DevMinimumMaximum
17385.2319951.3584100000
Value LabelValueFrequency%Valid %
Amount stated1117.6100.0
Missing or wild-97.0Missing
Not applicable-81791895.0Missing
Proxy respondent-78014.2Missing
Refused-219.1Missing
Don't know-15.0Missing
Valid cases117Missing cases18750
Question RouteIF (KWINDF = 1 AND KWINDFB = 3) Asked if R has received any payment or payment in kind from a lump sum pension payout
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindfcLump sum - personal accident claim
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF38C : Which ones? .. a personal accident claim
Value LabelValueFrequency%Valid %
Not mentioned01780194.399.2
Accident claim1135.7.8
Missing-97.0Missing
Not applicable-8123.7Missing
Proxy respondent-78014.2Missing
Valid cases17936Missing cases931
Question RouteIF (KWINDF = 1) Asked if R has received any payment or payment in kind from anything listed (Showcard F5)
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW5 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindfcyAmount of: Accident claim
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF39C : About how much in total did you receive? personal accident claim
MeanStd DevMinimumMaximum
5367.6323040.8244250000
Value LabelValueFrequency%Valid %
Amount stated1120.6100.0
Missing or wild-97.0Missing
Not applicable-81792295.0Missing
Proxy respondent-78014.2Missing
Refused-215.1Missing
Don't know-12.0Missing
Valid cases120Missing cases18747
Question RouteIF (KWINDF = 1 AND KWINDFC = 4) Asked if R has received any payment or payment in kind from a personal accident claim
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindfdLump sum - redundancy payment
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF38D : Which ones? .. a redundancy payment
Value LabelValueFrequency%Valid %
Not mentioned01771693.998.8
Redundancy payment12201.21.2
Missing-97.0Missing
Not applicable-8123.7Missing
Proxy respondent-78014.2Missing
Valid cases17936Missing cases931
Question RouteIF (KWINDF = 1) Asked if R has received any payment or payment in kind from anything listed (Showcard F5)
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW5 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindfdyAmount of: Redundancy payment
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF39D : About how much in total did you receive? redundancy payment
MeanStd DevMinimumMaximum
12062.3460084.8950850000
Value LabelValueFrequency%Valid %
Amount stated12031.1100.0
Missing or wild-97.0Missing
Not applicable-81783994.6Missing
Proxy respondent-78014.2Missing
Refused-215.1Missing
Don't know-12.0Missing
Valid cases203Missing cases18664
Question RouteIF (KWINDF = 1 AND KWINDFD = 5) Asked if R has received any payment or payment in kind from a redundancy claim
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
Variable OccurrenceW7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18


kwindffLump sum - inheritance / bequest
Record TypeKINDRESP
QuestionnaireIndividual (126)
Question Number and Text KF38F : Which ones? .. an inheritance or bequest (inc. inherited property)
Value LabelValueFrequency%Valid %
Not mentioned01757593.298.0
Inheritance13611.92.0
Missing-97.0Missing
Not applicable-8123.7Missing
Proxy respondent-78014.2Missing
Valid cases17936Missing cases931
Question RouteIF (KWINDF = 1) Asked if R has received any payment or payment in kind from anything listed (Showcard F5)
Index TermsFinancial Management: Material Well-Being
Incomes: Windfalls
NoteIncluding inherited property.
Variable OccurrenceW5 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16 W17 W18