INCOME QUESTIONNAIRE

Transcription

1 (ονσ) Social Survey Division Family Expenditure Survey INCOME QUESTIONNAIRE

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3 Family Expenditure Survey : Income Questionnaire Contents Page no. Introduction and Appendix A...1 & 2 Employment Status...3 to 9 Job Description : Main Job...10 to 12 Hours worked...13 & 14 Job Description : Second & Third Jobs...15 & 16 Main Job as an Employee : Pay Details...17 to 27 Minimal income questions...28 Self Employment Income...29 to 37 Pay from Subsidiary Job as Employee...38 to 40 National Insurance Contributions (not covered elsewhere)...41 Income from Odd Jobs and Mail Order Agent or Baby Sitter...43 Redundancy Payments...44 Concessionary Bus Tickets...45 State Benefits (a)...46 to 48 State Benefits (b)...49 & 50 State Benefits (c)...51 to 54 State Benefits (d)...55 State Benefits (e)...56 to 58 State Benefits (f)...59 to 62 Income from Pensions and Trusts...63 to 65 Miscellaneous Income...66 & 67 Regular Allowances...68 & 69 Direct Payments and Refunds of Income Tax...70 Money Sent Abroad...71 Interest on Investments - ISAs...72 Interest on Investments - TESSAs...73 Interest on Investments - Building Society/Bank Accounts...76 Interest on Investments - National Savings Accounts...77 & 78 Interest on Investments - Other Bank or Society Accounts 79 Interest on Investments - Gilts, Unit Trusts, PEPs, Other Shares and Securities...80 & 81 Children's Income...82 Industry and Occupation Codes...83 & 84 Editing Variables...85 & 86 Index to Income Variables...87 to 91 Date Produced : 16 May 2001 Contents

4 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 1. Employment status Applies to all below pensionable age In the last 12 months, have you taken part in any of the schemes shown below? 10.5 GovtProg Training for work, Youth training, Project work, Work trial, New Deal, Enterprise Ulster, Action for community employment, Job skills or another government scheme? ProgType If New Deal, which option were you on most recently? The Gateway, Employment option, Full-time education or training, Voluntary option or Environmental option NewDOpt Please specify which other Government scheme PrgTypO In the last 12 months, how many weeks did you take part in the scheme? INA249 Amount of allowance last received? TrainBen What period did this cover? Perc519 Are you receiving this allowance on work trial at present? INA273 Applies to all aged 16 or over excluding those currently on a government scheme Did you do any paid work in the 7 days ending Sunday either as an employee or as self-employed Paidwork If not: Did you have a job/business that you were away from? Awayfrom Did you do any unpaid work in that week for any business: That you own? OwnBiz That is owned by a relative? RelBiz Are you looking for any kind of paid work or government training scheme during the last 4 weeks ending Sunday? Looked Were you waiting to take up a job that you have already obtained? Waiting Date Produced : 27 November 2000 Page 1

5 : Income Questionnaire Family Expenditure Survey Question Summary Question No Variable name If a job or a place on a government scheme had been available in the week-ending last Sunday would you have been able to start within 2 weeks? StartJ What was the reason for not seeking any work in the last 4 weeks? YNotLk In that job where you working as an employee or self-employed? Empstat1 Applies if in paid work or away from work In the last 12 months, how many weeks have you done regular paid work been unemployed? Wkswemp Have you been to work in the last 3 days including today? AtWork3 If not: Reason for absence INA207 Receiving full, part or no pay INA209 Total number of weeks away from work WksAw Applies if not currently in paid work nor on a government scheme Have you done any regular paid work in the 12 months? Regwork How many weeks did you work? Regwks What wage/salary received after deductions Regpay How often were you usually paid? Perc400 Applies if unemployed or unpaid family worker or economically inactive, not retired below pensionable age and did not work in last 12 months Did you ever have a paid job apart from casual or holiday work? Everwk If so: When did you leave the last paid job? DtJbl In the last 12 months, how many weeks have you done regular paid work been unemployed? Wkswunem Did you retire within the last 12 months? Ret12M Amount earned in the 12 months before retirement Retearn Are you unable to work because you are looking after a sick or aged relative? INA217 Page 2 Date Produced : 27 November 2000

6 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 2. Job description Applies if currently in paid work or economically inactive and worked in last 12 months or unemployed and ever worked Did you have more than one paid job? 20.5 MtOneJob Following questions asked about the job respondent considers to be their main job What did the firm mainly make or do? JOBMAIN_INDD Short title for industry JOBMAIN_INDT What was you main job? JOBMAIN_OCCT What did you mainly do in the job? JOBMAIN_OCCD Was it private firm or business or some other kind? JOBMAIN_SECT1 What kind of non-private organisation was it? JOBMAIN_SECT2 Description of the employment situation in the job JOBMAIN_ETYPE Were you a director of a limited company? JOBMAIN_DIRECTOR Were your NI contributions deducted at source? JOBMAIN_DIRNI Did you have any managerial/supervisory duties? Manage Number of employees at workplace EmpNo Whether worked alone or had employees Solo Number of people employed at that place SENo In the main job whether working full time or part time FtPtWk In which year did you start working continuously for the current employer / as a self-employed person? WorkYr Month started working WorkMth Employment status Oempstat Applies if currently in employment Do you ever do any work which you would regard as paid or unpaid overtime? EverOT If not: How many hours do you usually work in your main job? TotUs1 If so: How many hours per week do you work in main job? UsuHr How many hours were paid overtime? POtHr How many hours were unpaid overtime? UOtHr Total usual hours AgreeHrs Date Produced : 27 November 2000 Page 3

7 : Income Questionnaire Family Expenditure Survey Question Summary Question No Variable name Applies if respondent has more than one job (questions are repeated for 3 rd jobs where relevant) What did the firm mainly make or do? 30.5 JOB2_INDD Short title for industry 30.6 JOB2_INDT What was your job? JOB2_OccT What did you mainly do in the job? JOB2_OccD Was the organisation a private firm or business or some other kind JOB2_Sect1 What kind of non-private organisation was it? JOB2_Sect2 Description of employment situation (e.g. employee, partner etc) JOB2_Etype Were you a director of a limited company? JOB2_Director Were NI contributions deducted at source? JOB2_DirNI Any other subsidiary jobs? MoreJobs 3. Employee pay details Applies if (currently in paid work or unemployed and worked in last two years) AND employee in main job Date on which you were last paid a wage or salary PAYMAIN_PAYDAT Applies if paid a wage or salary in last 12 months The amount of last take home pay including overtime, bonus etc PAYMAIN_PAYAMT What period did this cover? PAYMAIN_PERC409 Amount deducted for income tax under PAYE PAYMAIN_TAX Did your last pay include a refund of income tax? Taxref If so, how much was it? Taxrefam How much was deducted as a NI contribution? PAYMAIN_NINO Were there any deductions for charities? DedCh Were there any deductions made under the tax-free payroll deduction scheme? How much was deducted for charities? Dedchtfs DedTot If so, how much was deducted? Dchftsam Were any deductions made for other charity schemes? Dedchocs If so, how much was deducted? DchocsAm Page 4 Date Produced : 27 November 2000

8 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 3. Employee pay details (continued) Were there any deductions such as: Superannuation PenDAmt AVCs AVCAmt Union fees UnDAmt Friendly societies FrieAt Sports or social clubs SptDAmt Repaying of loan from employer RemAmt Private medical insurance INSAMT Applies if other deductions recorded on payslip What was the purpose of this other deduction? PAYMAINO_DEDOTYPE How much was deducted for (other deduction)? PAYMAINO_DEDOAMT Were there any further deductions? PAYMAINO_ANYMORE Did the respondent consult payslip? PAYMAIN_PAYSLIP What was the gross wage/salary including any superannuation as shown on payslip? PAYMAIN_GROSSPAY Did your take home pay include any of the following items: Statutory Sick pay, Statutory Maternity Pay, Mileage allowance / fixed allowance for motoring, or motoring expenses refund PAYINC0, PAYINC3 How much mileage or fixed motoring allowance was included? MileAll Amount included for motoring expenses including vehicle purchase and vehicle insurance MotEAmt Did the take home pay include refunds for any of these items? HHothInc Did your take home pay include any - working families tax credit or disabled person's tax credit PayCrdt How much was included for working families tax credit? WFTCAmt What period did this cover? WFTCPer How much was included for disabled person's tax credit? DPTCAmt What period did this cover? DPTCPer Do either of these payments include a child care tax credit? CCTCrdt Date Produced : 27 November 2000 Page 5

9 : Income Questionnaire Family Expenditure Survey 3. Employee pay details (continued) Applies if take home pay includes refunds for any items Question Summary Question No Variable name Describe fully what was covered by the refund HHO What was the amount of the refund? HHOAmt Did your take home pay include refunds for any more of these items? REFUND_ANYMORE Has the Inland Revenue allowed tax relief for expenses incurred as a result of employment? TaxrelA1 In the last 7 days, have you used any luncheon vouchers from employer? LVused What was the total value of the vouchers used? LVtotal In the last 7 days, have you received any free meals from the employer? PAYMAIN_FREEMEAL How many free meals have you received? EmpFreeM Was the last take home pay the amount usually received? INA254 Amount usually received after all deductions UsNetPay Amount usually received before all deductions UsGroPay How often are you usually paid? Perc428 Does the usual net pay include any allowance for motoring? Mallusp How much is included, usually? MalinNP In the last 12 months, have you received any bonuses such as Christmas or quarterly bonus, profit-sharing bonus or an occasional commission? BonExtra Applies if any bonuses received Describe the bonus received BonDesc How much was this bonus? Bonam Was this amount before or after tax? BoBAtax Have you received any further bonuses in last 12 months? BONUS_ANYMORE Applies if received bonus in last 12 months AND last pay was not usual Does you usual net pay include any of this bonus or commission? BonUPay How much is included? BonUPamt Page 6 Date Produced : 27 November 2000

10 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 3a. Employee pay details (Minimal Income questions) Applies if PAYDAT in last 12 months and full income data cannot be obtained Who receives this income? Person What is the source of the income? Mininc_Source What was the gross amount paid last time? GrosAmt What period did this cover? GrosPer What was the net amount paid last time? NetAmt What period did this cover? NetPer Do you have anymore incomes? Anymore 4. Income from self-employment Applies if (currently in paid work or unemployed and worked in last two years) AND self-employed in main job Do you have a job or a business? JobBus In this job, were annual business accounts prepared for the Inland Revenue for tax purposes? BusAccts Are you working on your own account or in partnership? Sole If in partnership: What is the most recent period for which accounts have been prepared for the Inland Revenue? Se1 How many weeks did this cover? SeWeeks What was the profit or loss figure shown for the period? ProfDocs Was it a profit or loss? Profit2 Was that before deduction of income tax? ProfTax Is the figure before or after paid any lump sum NI payments based on taxable profits? ProfNI What was the profit before tax? PrBefore Reason why respondent was unable to give a profit or loss figure? WhyNoPro Have you got separate bank or building society accounts for your work and private finances? WorkAcc Date Produced : 27 November 2000 Page 7

11 : Income Questionnaire Family Expenditure Survey Question Summary Question No Variable name 4. Income from self-employment (continued) Do you draw money from work account for any non business purposes such as: personal spending, domestic bills, transfers to private account or any other non-business use? OwnSum In the last 12 months on average how much did you take each month for these non-business purposes? OwnAmt Apart from drawings from bank did you receive any other income from this business for personal use? OwnOther If so, on average how much is that each month? OwnOtAmt Applies if no annual accounts or does not have separate work/business accounts or no drawings from work account The weekly/monthly income from the job in lst 12 mths SEInc Was that weekly or monthly income? SEIncWM Was either income tax or your regular NI contribution deducted at source? CheckTax If income tax deducted: The amount of income tax deducted last time TaxDAmt How long did this cover? PercTaxD If NI deducted: The amount of NI deducted last time NIDAmt How long did this cover? PercNID Is your average income before or after income tax/regular NI have been deducted? ChkIncom Applies if self-employed and male or female Did you pay a regular NI contribution in connection with this job? [Class 2] SeNIReg How much was your last NI payment? SeNIRAmt How long did this cover? PercSeNI Page 8 Date Produced : 27 November 2000

12 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 4. Income from self-employment (continued) Applies to all self-employed In the last 12 months, have you made any other income tax payments relating to the job? SeTax How much did you pay altogether in the last 12 months? SeTaxAmt Does that figure include a lump sum NI contribution based on taxable profits? SeNIinc How much was the NI lump sum payment? SeNIiAmt In the last 12 months have you paid any lump sum NI contributions based on taxable profits? SeNILump What was the total lump sum payment? SeNiLAmt Applies if no income recorded from self-employment Interviewer record respondents source of income NOINC0-3 Which of the following items have you claimed or will you be claiming as business expenses for tax purposes? Vehicle expenses, Rent or Mortgage payments, Council tax (GB) or Rates (NI), Structural insurance, Gas, electricity, telephone or anything else? SEBEXTY0-9 Please describe the other expenses? Expo Date Produced : 27 November 2000 Page 9

13 : Income Questionnaire Family Expenditure Survey Question Summary Question No Variable name 5. Employee pay subsidiary job Applies if (currently in paid work or unemployed and worked in last tow years) AND employee in a subsidiary job On what date were you last paid a wage or salary? PAY2_PAYDAT What was yr lst take home pay including overtime, bonus PAY2_PAYAMT What period did this cover? PAY2_PERC409 Was any amount deducted for income tax under PAYE? TaxFlt How much was deducted? PAY2_TAX Was any amount deducted for NI? Ninoft How much was deducted? PAY2_NINO Were there any other deductions? ODedSub If so: What was the purpose of this other deduction? PAY2O_DEDOTYPE How much was deducted? PAY2O_DEDOAMT Any further other deductions PAY2O_ANYMORE If respondent consulted payslip: What was the gross wage/salary including any superannuation as shown on payslip? PAY2_GROSSPAY 6. National Insurance contributions Applies if not currently in paid employment and below pensionable age Do you pay a regular NI contribution? 80.5 Nicont How much was the last contribution you paid? Nicontam What period does this cover? Perc483 Applies if employee or not currently working and below pensionable age Have you made any lump sum payments of NI contributions to Inland Revenue or DSS during last 12 months? 90.5 NIDirect How much did you pay? DirNiAm Page 10 Date Produced : 27 November 2000

14 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 7.Income as mail order agent or baby sitter Applies to all spenders In the last 12 months, have you received any money as a mail order agent or baby sitter? Mailbaby How much in total did you earn in the last 12 months? MIBabamt Have you done this work in the last 7 days? INA Income from odd jobs (now includes mail order and baby sitter data) Applies to all spenders In the last 12 months, have you received any money for odd jobs including mail order agent work or babysitting work or any occasional fees for work or professional advice? VARIOUS1_FILTER What was the job? OddJDesc Did you do this job in the last 7 days? OddJpr Is the job done on a regular basis? OddJrg Do you work as an employee or self-employed? Oddjmp How much did you receive for the job in the 12 months? OddJAmt Have there been any more odd or occasional fees in the last 12 months? ODDJOB_ANYMORE 9. Redundancy payments Applies to all spenders In the last 12 months, have you received any redundancy payments? Redund How much did you receive? RedAmt How many years were you working with the firm? RedTimY How many months were you working with the firm? RedTimM Date Produced : 27 November 2000 Page 11

15 : Income Questionnaire Family Expenditure Survey Question Summary Question No Variable name 10. Concessionary bus travel Applies to pensioners At present do you have an OAP concessionary bus pass, permit, tokens or tickets? BusPass Is it a free bus pass or permit, a half-fare bus pass or permit, a flat fare bus pass or permit, bus tokens or tickets London : Bus or tube London : Bus, tube or rail or any other type of concessionary bus pass What sort of ticket (if other type) BTType BPTypO Page 12 Date Produced : 27 November 2000

16 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 11. Benefits Applies to all spenders Are you at present receiving any of the following state benefits in your own right? Child benefit, Guardian s allowance, Invalid care allowance, Retirement pension or Old person s pension, Widow s pension or Widowed Mother s allowance, War disablement or War Widow s pension, Severe Disablement allowance, Disability Working allowance or Disabled Person s tax credit BENR1_BNCARD00-07 What was the amount of benefit you last received? What period did this cover? Is your war pension a war disablement pension or a war widow s pension? BENR1AMT_AMTBENX BENR1AMT_PERBENX WarChk Are you at present receiving any of the following state benefits either in you own name or on behalf of someone else in the household? Self-Ccare component of Disability Living allowance, Mobility component of Disability Living allowance or Attendance allowance. What was the amount of benefit you last received? What period did this cover? For whom did you receive the Disability living allowance? Self-care component Mobility component For whom did you receive the attendance allowance? BENR2_BNCARDR BENR2AMT_AMTBENX BENR2AMT_PERBENX WhoRecSC WhoRecMC WhoRecAA In the last 12 months did you receive a state Christmas bonus? XmasBon Date Produced : 27 November 2000 Page 13

17 : Income Questionnaire Family Expenditure Survey 11. Benefits (continued) Question Summary Question No Variable name In the last 12 months have you received any of the following benefits where you are the named recipient? Jobseeker s allowance, Income Support, Family Credit or Working Families tax credit, Incapacity benefit, Statutory Sick Pay, or Industrial Injury disablement benefit. Type of Jobseeker s allowance received? For how many weeks in the last 12 months did you receive this benefit? What was the amount of benefit you last received? What period did this cover? Are you receiving this benefit at present? If receiving Statutory Sick Pay: For how many weeks in the last 12 months did you receive this benefit? Are you receiving this benefit at present? BENS1_BNCARD JSAChk BENS1AMT_NUMWKS BENS1AMT_AMTBENX BENS1AMT_PERBENX BENS1AMT_RCPTNOW BENS1_NUMWKS BENS1_RCPTNOW Applies if female aged 55 or less In the last 12 months have you received either Maternity allowance or Statutory Maternity Pay from your Employer, in your own right? If Maternity allowance received: For how many weeks in last 12 months did you receive it? What was the amount you last received? What was the period covered? Are you receiving Maternity allowance at present? If Statutory Maternity pay received: For how many weeks in last 12 months did you receive it? Are you receiving Statutory Maternity pay at present? BENS2_BNCARDS, BENS2_BNCARDS BENS2_NUMWKS BENS2_AMTBENX BENS2_PERBENX BENS2_RCPTNOW BENS2_NUMWKS BENS2_RCPTNOW1 Page 14 Date Produced : 27 November 2000

18 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 11. Benefits (continued) Applies to all spenders In the last 12 months have you received any of the following benefits? Family credit/working Family tax credit paid as a lump sum, Grant from Social fund for funeral expenses, Grant from Social fund for maternity expenses, Community Care grant, Back to Work bonus, Widow s lump sum payment or any other state benefit (including cold weather payments and Reduced earnings allowance) BENT1_BNCARD00-06 What was the total Family credit/ Working Family tax credit lump sum payment that you received? What was the total Grant received for funeral expenses? What was the total Grant received for maternity expenses? What was the total Community Care Grant received? What was the total amount of Back to Work Bonus recvd? Specify type of benefit received For how many weeks in the last 12 months did you receive this benefit? What was the amount of benefit you last received? What period did this cover? Are you receiving this benefit at present? FamLAmt FunerAmt MatGrAmt CCLAmt WkBnAmt OthBnT BENT1_NUMWKS BENT1_AMTBENX BENT1_PERBENX BENT1_RCPTNOW In the last 12 months have you received any regular payments from any of the following insurance schemes? Trade Union sick or strike pay, Friendly Society sickness benefits, Private medical scheme, Personal accident insurance, PHI, Hospital savings or any other sickness insurance or unemployment/redundancy insurance FiltTU Which benefits have you received? VARIOUS1_BNCARDT-5 For how many weeks did you receive this benefit? BENT2AMT_NUMWKS Amount of benefit last received BENT2AMT_AMTBENX What period did this cover? BENT2AMT_PERBENX Are you receiving this benefit at present? BENT2AMT_RCPTNOW Date Produced : 27 November 2000 Page 15

19 : Income Questionnaire Family Expenditure Survey Question Summary Question No Variable name 12. Income from pensions and trusts Applies to all spenders Are you receiving an income from any of the sources shown below? PensInc An employee pension from a previous employer, a pension of a deceased spouse or relative, a private personal pension, an annuity, a home income plan or an equity release plan, a Trade Union or a Friendly society pension, or payment from a trust or covenant. Which type of pension is it? PensType Pension number The amount received last time What period did this cover? Was tax deducted at source? How much tax was deducted? Was the last payment before or after tax was deducted? Were there any other deductions? The purpose of the deduction How much in total was the deduction? Was the last payment before or after the deduction? Any other income from pensions or trust payments? PensNum IncAmt IncPd Taxed Taxamt PTInc EmpDeduc PoTyp EmpDedAm EmpDedBA PENSINC_AnyMore Page 16 Date Produced : 27 November 2000

20 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 13. Other income Applies to all spenders In the lst 12 mnths have you recvd any rent from property? Rentrec How much did you receive before deducting income tax but after deducting all allowable expenses? Renrecam In the last 12 months, have you received any income from any of these sources: Royalties, Sleeping partner income or foreign currency pension from overseas? Unearnin, Unearni1, Unearni2 Amount received in royalties in the last 12 months RoyalAmt Amount received as a sleeping partner in last 12 months SleepAmt Amount received from a foreign currency pension in the last12 months? FCPenAmt 14. Regular allowances Applies to all spenders In the last 12 months have you received any of the allowances listed below: VARIOUS1_FILTER02 Include allowance from member of armed forces or merchant navy, absent spenders and non-resident spouse Allowance number ALLOW_EXPNUM The type of allowance received: From a member of your household; maintenance or separation allowance; allowance from non-householder; for foster child or for adopted child or other allowance Alltype Which member of your household gave you the money? Who gave you this allowance? Who is the maintenance or separation allowance for? ALLOW_PerWho IndPer MntWho How much did you receive last time? AllRecam What period does this cover (for which the money was paid) Perc584 Are you receiving this allowance at present? AllPres Have you received any more of these allowances? ALLOW_Anymore Date Produced : 27 November 2000 Page 17

21 : Income Questionnaire Family Expenditure Survey Question Summary Question No Variable name 15. Direct payments and refunds of income tax Applies to all spenders Have you made any income tax payments in last 12 months DirTax How much did you pay? DirTaxam What was the source of income on which you were taxed? Incsrce Has Inland Revenue or DSS refunded any income tax direct to you in the last 12 months? DirtaxR How much was refunded? Dirtxram Was this a refund of tax deducted under PAYE? PAYEref 16. Money sent abroad Applies to all spenders In the last 12 months have you sent any money abroad to a private individual and/or to a charity? CashAway Amount sent to a private individual or charity PrivAmtCashAmt Amount sent to a charity Chyamt Page 18 Date Produced : 27 November 2000

22 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 17. Interest on investments Applies to all spenders 17.1 ISAs (Individual Savings Accounts started in April 1999) In the last 12 months have you had any interest credited to an individual savings account? ISAAcc What was the total interest since April 1999? ISAAmt 17.2 TESSAs (Tax Exempt Special Savings Accounts) Do you have now or have you had in last 12 months, a TESSA? Tessac In which (value) group is your investment? TessBand In the last 12 months, have you had any interest credited to your account? TesInt What was the total interest over the last 12 months? TesAmt Have you invested any amount in the account in the last 12 months? InvFlt How much have you invested in the last 12 months? TesInvst Was this amount deposited as a lump sum or in more than one instalment? TesDepos 17.3 Building society In the last 12 months, have you had any interest credited to a building society account? BuildAc Is it in your name only or held jointly with someone else? BldJnt What was the total interest over the last 12 months? BldAmt Is the interest received after or before tax? BldTax Date Produced : 27 November 2000 Page 19

23 : Income Questionnaire Family Expenditure Survey Question Summary Question No Variable name 17.4 Bank, building society or other accounts In the last 12 months, have you had any interest credited to a high street bank, building society or any other account? BankAc Is it in your name only or held jointly with someone else? BkJnt What was the total interest over the last 12 months? BkAmt Is the interest received after or before tax? BkTax 17.5 National savings accounts In the last 12 months, have you had any interest credited to a National Savings ordinary account? NtSvAc Is it in your name only or held jointly with someone else? NtJnt What was the total interest credited over the 12 months? NtAmt 17.6 National savings investment accounts In the last 12 months, have you had any interest credited to a National Savings investment account? NSvAc Is it in your name only or held jointly with someone else? Nt2Jnt What was the total interest credited over the 12 months? NsAmt 17.7 Other bank or society accounts In the last 12 months, did you have any interest credited to an account with any other type of bank or society? BOthAc Is it in your name only or held jointly with someone else? BOthNT What was the total interest over the 12 months? BOthAmt 17.8 Gilts, unit trusts, PEPs, other shares and securities In the last 12 months have you had any income from any of these investments? Government Gilt-Edged stock or War loan, Unit or investment trusts, Personal Equity Plan, other stocks and shares, etc FILTER04-07 (see also) STOCKTYPE Is it in your name only or held jointly with someone else? OthJnt What was the total interest over the last 12 months? OthAmt Was the interest received after or before tax? TAXTIME Page 20 Date Produced : 27 November 2000

24 Family Expenditure Survey : Income Questionnaire Question Summary Question No. Variable name 18. Children s income Applies for each child under 16 years In the 12 months, has (child) received an income from any of these sources: a spare time job, interest from a bank or building society or other savings account, income from National Savings, interest from gilts, stocks and shares, income from a trust fund or any other source of income? PrmptZ1c What kind of job or income? How much in total has (child) received from these sources in the last 12 months? How does (child) dispose of this income? JobInc CHILDINC_HOWMUCH Disposal 19. Industry and occupation codes Coded by Interviewer Code industry SIC90 Review occupational details for social class SOC Social class SC Socio-economic Group SEG Date Produced : 27 November 2000 Page 21

25 Family Expenditure Survey : Income Questionnaire FAMILY EXPENDITURE SURVEY INCOME QUESTIONNAIRE April March 2001 Using this documentation In April 1994, the Family Expenditure Survey moved from a paper questionnaire to using Computer Assisted Interviewing (CAI). CAI allows interviewers to enter answers directly into the computer during the interview, saving a great deal of time and reducing inputting errors. But because all of the questions are contained within the computer, no paper version of the questionnaire in the traditional sense actually exists. Therefore, this paper document has been produced for reference purposes. It is based on a listing of the CAI instrument. Questionnaire structure Sections/ Topics The questionnaire is divided into sections which follow the main topics. A description of the topic covered by subsequent questions is given at the top of each questionnaire page. The routing to each section is stated at the start of the section. This defines to which subsample of individuals the questions in that section apply. Questions Each question is laid out in the following way: [question number] [question name] [routing - subsample to whom it applies] The question name is made up the following way: where: [text seen by interviewer on screen] [range of permitted answers; omission means text entered] [BLAISE BLOCK NAME].[BLAISE variable name] [FES variable name] The FES variable name (printed in bold) is the name a variable has within the FES dataset. The BLAISE BLOCK NAME and BLAISE variable name are used within the BLAISE instrument and are not of use to FES dataset users. If the FES variable name and the BLAISE variable name are the same, the brackets that usually contain the FES variable name instead contain an asterisk (*) and the BLAISE name is printed in bold: e.g. QTGovSch.ProgType (*) Date reviewed : 8 November 2000 Page 1

26 : Income Questionnaire Family Expenditure Survey Routeing At each question, a description is given of the sub-sample to whom it applies. If the routeing is taken from another question which can be seen nearby, the CAI name of the question is used for reference. Otherwise an English description of the sub-sample is given; where this is not as precise as the CAI description would be, reference is made to the relevant question and code(s). Finding the location of a variable within the questionnaire The index at the back is ordered by FES variable name. Therefore, if the FES variable name is known, the relevant question from which it is obtained can be identified. Finding the answers to a question within the dataset Using the FES variable name in combination with the FES table name, the variable can be located within the FES dataset. The respective FES table name is shown at the top of each questionnaire page and at the point at which the table changes (i.e. an FES table name relates to all of the questions following it until a new table name is given. Edit only, derived and system variables Variables seen only by office editors, and hidden derived variables, are designated by ##. Derived variables are named DV. There are a number of SYSTEM VARIABLES which are included in this documentation for completeness only. APPENDIX A: Standard Period Codes A new period coding frame was introduced from April A number of questions relating to period covered use this standard set of codes. One week... (1) Two weeks... (2) Three weeks... (3) Four weeks... (4) Calendar Month... (5) Two Calendar Months... (7) Eight times a year... (8) Nine times a year... (9) Ten times a year... (10) Three months... (13) Six months... (26) A Year... (52) Less than one week... (90) One off/lump sum... (95) None of these... (97) N.B. codes 95 and 97 are for interview use only and will be re-coded to one of the other codes in the dataset. Page 2 Date reviewed : 8 November 2000

27 Family Expenditure Survey : Income Questionnaire Employment Status (a) TABLE: ILO (a) QTGovSch : Government Schemes Section applies to all below pensionable age Applies if (Age = 16-60) OR (Sex = 1 AND Age = 61-65) 10.5 QTGovSch.GovtProg (*) SHOW PROMPT CARD O1 In the 12 months since (date), have you taken part in any of the schemes shown on card O1? Yes... (1) No... (2) QTGovSch.ProgType (*) APPLIES IF QTGovSch.GovtProg = 1 Which scheme was that? Training for Work (GB)... (1) Youth Training (YT) (GB)... (2) Project Work... (3) Work Trial... (4) New Deal for 18 to 24 year olds... (5) Enterprise Ulster/Job Training Programme (NI)... (6) Youth Training Programme (NI)... (7) Action for Community Employment (NI)... (8) Job Skills (NI).....(9) Other government programme... (10) QTGovSch.NewDOpt (*) APPLIES IF QTGovSch.ProgType = 5 (New Deal) SHOW PROMPT CARD O2 Which New Deal option were you most recently on? The Gateway... (1) Employment Option... (2) Full-time education or training... (3) Voluntary option... (4) Environmental option... (5) QTGovSch.PrgTypO (*) APPLIES IF QTGovSch.Progtype = 10 Please specify the type of scheme QTGovSch.INA249 (*) APPLIES IF QTGovSch.GovtProg = 1 except if QTGovSch.NewDOpt= 1 or 2 (Gateway or Employment Option) Thinking of the last 12 months, how many weeks did you take part in this scheme? Date reviewed : 8 November 2000 Page 3

28 : Income Questionnaire Family Expenditure Survey TABLE: ILO Employment Status (a) QTGovSch.TrainBen (*) APPLIES IF (QTGovSch.ProgType = 1 to 3 OR 6 to 10) OR (QTGovSch.NewDOpt = 3 to 5) (Not Work Trial, not New Deal Gateway or Employment Option) What was the amount of allowance, including any payments from your employer, that you last received? QTGovSch.Perc519 (*) APPLIES IF QTGovSch.TrainBen = response What period did this cover? SEE APPENDIX A: STANDARD PERIOD CODES QTGovSch.DVTRA(*) ## APPLIES IF ( QGovSch.TrainBen = response) DV for TrainBen allowance weekly amount QTGovSch.INA273 (*) APPLIES IF QTGovSch.GovtProg = 1 except if QTGovSch.NewDOpt = 1 or 2 (Gateway or Employment Option) Are you (receiving this allowance) (on Work Trial) at present? Yes... (1) No... (2) Page 4 Date reviewed : 8 November 2000

29 Family Expenditure Survey : Income Questionnaire Employment Status (b) TABLE: ILO (b) QTILO : ILO classification Questions apply to all aged 16 or over unless currently on a government scheme ( i.e.qtgovsch.ina273 = 1) QTILO.Paidwork (*) Did you do any paid work in the 7 days ending Sunday the [date] either as an employee or as self-employed? EXCLUDE WORK AS MAIL ORDER AGENT OR BABY SITTER. EXCLUDE WORK WHICH IS BOTH ONE-OFF AND UNRELATED TO USUAL JOB(S), BUT INCLUDE ONE-OFF JOBS DONE AS PART OF SELF-EMPLOYMENT. Yes... (1) No... (2) QTILO.Awayfrom (*) APPLIES IF QTILO.Paidwork=2 Did you have a job or business that you were away from? Yes... (1) No... (2) SPONTANEOUS Waiting to take up a new job/ business already obtained. (3) QTILO.OwnBiz (*) APPLIES IF QTILO.Awayfrom = 2 or 3 Did you do any unpaid work in that week for any business that you own? Yes... (1) No... (2) QTILO.RelBiz (*) APPLIES IF QTILO.OwnBiz = 2... or that a relative owns? Yes... (1) No... (2) QTILO.Looked (*) APPLIES IF QTILO.RelBiz = 2 AND (QTILO.AwayFrom = 2) Thinking of the 4 weeks ending Sunday the [date] were you looking for any kind of paid work or government training scheme at any time in those 4 weeks? Yes... (1) No... (2) QTILO.Waiting (*) APPLIES IF ( QTILO.Looked = 2 ) Were you waiting to take up a job that you had already obtained? Yes... (1) No... (2) Date reviewed : 8 November 2000 Page 5

30 : Income Questionnaire Family Expenditure Survey TABLE: ILO Employment Status (b) QTILO.StartJ (*) APPLIES IF (QTILO.Looked = 1) OR (QTILO.Waiting = 1) OR (QTILO.AwayFrom = 3) If a job or a place on a government scheme had been available in the week ending last Sunday would you have been able to start within 2 weeks? Yes... (1) No... (2) QTILO.YNotLk (*) APPLIES IF (QTILO.Waiting = 2) or (QTILO.StartJ = 2) What was the main reason you did not seek any work in the last 4 weeks/would not be able to start work in the next 2 weeks? Student... (1) Looking after the family/home... (2) Temporarily sick or injured... (3) Long-term sick or disabled... (4) Retired from paid work... (5) None of these... (6) QTILO.DVILO3a (*) APPLIES to all aged 16 or over INCLUDING those on a government scheme DV for Economic activity In employment (inc. unpaid family workers/ on government scheme)... (1) ILO Unemployed... (2) Economically inactive... (3) QTILO.DVILO4a (*) APPLIES to all aged 16 or over INCLUDING those on a government scheme DV for Economic activity In employment (inc. on a government scheme)... (1) Unpaid family worker... (2) ILO Unemployed... (3) Economically inactive... (4) QTILO.Empstat1 (*) APPLIES IF ( QTILO.Paidwork = 1 ) OR (QTILO.AwayFrom= 1) In that job, are/were you working as... INCLUDE ALL WORKING REGULARLY IRRESPECTIVE OF NUMBER OF HOURS WORKED PER WEEK. CODE 2 (SELF-EMPLOYED) IF RECEIVING BUSINESS START-UP ALLOWANCE AT PRESENT an employee... (1) or self-employed?... (2) Page 6 Date reviewed : 8 November 2000

31 Family Expenditure Survey TABLE: ILO : Income Questionnaire Employment Status (b) QTILO.Wkswemp (*) APPLIES IF (QTILO.Paidwork = 1 ) OR (QTILO.AwayFrom = 1) For how many weeks have you done regular paid work in the last 12 months since (date)? QTILO.AtWork3 (*) APPLIES IF QTILO.Empstat1 = 1 Have you been to work on any of the last three working days, including today? PROBE TO FIND OUT WHICH WERE LAST THREE NORMAL WORKING DAYS FOR RESPONDENT Yes... (1) No... (2) QTILO.INA207 (*) APPLIES IF QTILO.AtWork3 = 2 What is the reason for your absence... illness or accident... (1) holiday... (2) strike... (3) maternity leave... (4) paternity leave... (5) pattern of shifts... (6) laid off... (7) compassionate leave... (8) or some other reason?... (9) QTILO.INA209 (*) APPLIES IF QTILO.AtWork3 = 2 Are you receiving... full pay from your employer... (1) part pay, or made-up pay... (2) or no pay?... (3) QTILO.WksAw (*) APPLIES IF QTILO.AtWork3 =2 How many weeks in all have you been away from work during this spell of absence? IF LESS THAN ONE WEEK, CODE Date reviewed : 8 November 2000 Page 7

32 : Income Questionnaire Family Expenditure Survey TABLE: ILO Employment Status (c) (c) QTWrkLY : Last paid work Section applies if not currently in paid work nor on a government scheme (unless QTILO.Paidwork = 1 OR QTILO.Awayfrom = 1 OR QTGovSch.INA273=1) QTWrkLY.Regwork (*) APPLIES IF economically inactive (not retired) and below pensionable age) ( QTILO.YNotLk = 1-4 OR 6 ) AND (( Age = ) OR ( Age = AND Sex = 1 )) Have you done any regular paid work in the 12 months since (date)? Yes... (1) No... (2) {Questions to moved to follow flow of questions} QTWrkLY.Regwks (*) APPLIES IF QTILO.Regwork = 1 For how many weeks did you work? QTWrkLY.Regpay (*) APPLIES IF QTILO.Regwork = 1 What wage/salary did you usually receive each time you were paid, AFTER all deductions? QTWrkLY.Perc400 (*) APPLIES IF QTILO.Regpay = How often were you usually paid? SEE APPENDIX A: STANDARD PERIOD CODES QTWrkLY.DVReg (*) ## APPLIES IF QTILO.Perc400 = RESPONSE RegPay on weekly basis QTWrkLY.Everwk (*) APPLIES IF unemployed or unpaid family worker or economically inactive, not retired, below pensionable age, and did not work in last 12 months APPLIES IF (QTILO.DVILO4a = 2 or 3) or (QTWrkLY.Regwork = 2) Have you ever had a paid job, apart from casual or holiday work? Yes... (1) No... (2) Page 8 Date reviewed : 8 November 2000

33 Family Expenditure Survey : Income Questionnaire Employment Status (c) TABLE: ILO QTWrkLY. DtJbL (*) APPLIES IF (QTWrkLY.EverWork = 1) When did you leave your last paid job? USE 15 FOR DAY OF MONTH NOT KNOWN; 6 FOR MONTH NOT KNOWN. Date format QTWrkLY.Wkswunem (*) APPLIES IF date at DtJbL is in last 12 months For how many weeks have you done regular paid work been unemployed in the 12 months since [date]? QTWrkLY.Ret12M (*) APPLIES IF retired (QTILO.YNotLK = 5) Did you retire within the last 12 months since [date]? Yes... (1) No... (2) QTWrkLY.Retearn (*) APPLIES IF QTILO.Ret12M = 1 How much did you earn from your job, (before tax), in the 12 months just before you retired? QTWrkLY.DVRetn (*) ## APPLIES IF QTILO.Retearn = response (DV FOR RETEARN) QTWrkLY.INA217 (*) APPLIES IF QTILO.YNotLk = 2 OR 6 Are you unable to work because you are looking after a sick or aged relative? Yes... (1) No... (2) Date reviewed : 8 November 2000 Page 9

34 : Income Questionnaire Family Expenditure Survey TABLE: JOBMAIN Job Description (a) (a) QTMainJb : Job description - main job Section applies if currently in paid work OR economically inactive and worked in last 12 months OR unemployed and ever worked IF (QTILO.Paidwork = 1 or QTILO.AwayFrom = 1) OR (QTWrkLY.Ret12M = 1 or QTWrkLY.Regwork = 1) OR (QTWrkLY.EverWk = 1) 20.5 QTMainJb.MtOneJob (*) Did you have more than one paid job in the week ending Sunday the [date] / when you were last working? EXCLUDE WORK AS MAIL ORDER AGENTS OR BABY SITTERS. EXCLUDE WORK WHICH IS BOTH ONE-OFF AND UNRELATED TO USUAL JOB(S), BUT INCLUDE ONE-OFF JOBS DONE AS PART OF SELF- EMPLOYMENT. Yes... (1) No... (2) THE FOLLOWING QUESTIONS TO BE ASKED ABOUT THE JOB RESPONDENT CONSIDERS TO BE/ HAVE BEEN THEIR MAIN JOB QTMainJb.IndD (JOBMAIN_INDD) What did the firm/organisation you worked for mainly make or do (at the place where you worked)? DESCRIBE FULLY, PROBE MANUFACTURING OR PROCESSING, OR DISTRIBUTING ETC. AND MAIN GOODS PRODUCED, MATERIAL USED, WHOLESALE OR RETAIL ETC QTMainJb..Indtitle (JOBMAIN_INDT) Please enter a short title for Industry QTMainJb.JOB1.OccT (JOBMAIN_OCCT) What was your (main) job in the week ending Sunday the [date] /when you last worked? QTMainJb.OccD (JOBMAIN_OCCD) What did you mainly do in your job? QTMainJb.Sect1 (JOBMAIN_SECT1) Thinking of the organisation you worked in, was it... a private firm or business... (1) or some other kind of organisation?... (2) Page 10 Date reviewed : 8 November 2000

35 Family Expenditure Survey TABLE: JOBMAIN : Income Questionnaire Job Description (a) QTMainJb.Sect2 (JOBMAIN_SECT2) APPLIES IF QTMainJb.Sect1 = 2 What kind of non-private organisation was it? a public limited company - plc... (1) a nationalised industry/state corporation... (2) central government, civil service or armed forces... (3) local government or council (including police, fire and LA controlled schools and colleges)... (4) a University or other grant funded education establishment (include 'opted out' schools)... (5) a health authority or NHS Trust... (6) a charity, voluntary organisation or trust... (7) or was it some other kind of organisation... (8) QTMainJb.Etype (JOBMAIN_ETYPE) SHOW PROMPT CARD O3 Please look at this card and tell me which of these best describes your employment situation in this job. Employee... (1) Running a business or professional practice... (2) Partner in a business or professional practice... (3) Working for myself... (4) A subcontractor (includes SC60)... (5) Doing freelance work... (6) Self-employed in some other way... (7) QTMainJb.Director (JOBMAIN_DIRECTOR) In this job/ business, were you a director of a limited company? Yes... (1) No... (2) QTMainJb.DirNI (JOBMAIN_DIRNI) APPLIES IF QTMainJb.Director = 1 In this job/ business, are/were your National Insurance contributions deducted at source? Yes... (1) No (including no contributions paid)... (2) QTMainJb.Workstat (JOBMAIN_WORKSTAT) Derived variable from EType: code 1 at EType = code 1 at Workstat; codes 2-7 at EType = code 2 at Workstat. employee... (1) self employed... (2) QTMainJb.Manage (*) APPLIES IF QTMainJb.WorkStat = 1 Did you have any managerial duties, or were you supervising any other employees? manager... (1) foreman/supervisor... (2) not manager/supervisor... (3) Date reviewed : 8 November 2000 Page 11

36 : Income Questionnaire Family Expenditure Survey TABLE: JOBMAIN Job Description (a) QTMainJb.EmpNo (*) APPLIES IF QTMainJb.WorkStat = 1 How many employees were there at the place where you worked? (1) 25 or more... (2) QTMainJb.Solo (*) APPLIES IF QTMainJb.Workstat = 2 Were you working on your own or did you have employees? On own... (1) Has employees... (2) QTMainJb.SENo (*) APPLIES IF QTMainJb.Solo = 2 How many people did you employ at the place where you worked? 1-24 employees... (1) 25 or more... (2) QTMainJb.JOB1.FtPtWk (*) In your main job were you working... Full time... (1) Part time... (2) QTMainJb.JOB1.WorkYr (*) APPLIES IF DVILO3a = 1 In which year did you start working continuously for your current employer/as a self-employed person? QTMainJb.JOB1.WorkMth (*) APPLIES IF (QTMainJb.WorkYr = YEAR OF INTERVIEW OR PRECEDING 8 YEARS) And which month (in WorkYr) was that? QTMainJb.JOB1.Oempstat (*) Original Employment Status (Derived) Employee not classified elsewhere... (1) Foreman or supervisor... (2) Self-employed: no employees... (3) Self-employed: small establishment... (4) Self-employed: large establishment... (5) Manager: small establishment... (6) Manager: large establishment... (7) Default... (8) Page 12 Date reviewed : 8 November 2000