sp.ukdataservice.ac.uk · SI293 RETIREMENT & RETIREMENT PLANS Interviewer name . Auth. No. (i) SAMPLE TYPE Postal sift - responden t coded I or 2 on VI A ..... . - non-respondent

SI293 RETIREMENT & RETIREMENT PLANS

Interviewer name . Auth. No.

(i) SAMPLE TYPE

Postal sift - responden t coded I or 2 on VI A ..... .

- non-respondent ...... coded 7 on VI A ............... .

- mult. occ .................. coded 4 on VI A ............... .

I

2

3 - no age given .......... coded 5 or 6 on VI A...... 4

Interviewer sift ............................................................................................ 5 :---- Enter first call

I. HOUSEHOLD BOX

Pers. Rela tionship Sex Age DOB Marital Status No. to HOH OFF. MF on Day Mth Yr M C S USE 1.12.88

01 HOH 01 I 2 I 2 3 ~ ~- L I

02 I 2 I 2 3 I I I I

03 I 2 I 2 3 J _I L I

04 I 2 1 2 3 I I I I

05 I 2 I 2 3 I I I I

06 I 2 1 2 3 I J L I

07 I 2 I 2 3 I ~ L I

08 I 2 1 2 3 J I I I

09 I 2 I 2 3 I I I I

10 I 2 1 2 3 I I I I

• Eligible Person = Born from 2.12. 1918 to 1. 12. 1933 inclusive -

Le. age 55 - 69 on 1. 12. 1988 . . . . . .

• Spouse of Ehglble Person = marned to Ehglble Person ID H/hld But is not aged 55 - 69 on 1. 12. 1988

W

4

4

4

4

4

4

4

4

4

4

coded E from V B

Employment

D/Sep FIt PIt ~~

5 I 2 3

5 I 2 3

5 I 2 3

5 I 2 3

5 I 2 3

5 I 2 3

5 I 2 3

5 I 2 3

5 1 2 3

5 I 2 3

Area Address

11 11

-·0 Spouse To b.

Benefit Eligible oC inter-Not Person· eligible viewed wkg Unit peraon· (tick)

4 I I 2

4 1 2

4 I 2

4 1 2

4 I 2

4 I 2

4 I 2

4 I 2

4 1 2

4 I 2

Total •••• 1 •••• • ••• 1 ••••

I To be interviewed

H/hld

complete for eligible person & spouse only

I

Ag. Date fini8hed finished C/t education C/t cont. Ed Mth Year

I

I I I

I I I

I I I

I I I

~ I I

I I I

I I I

I I I

I I I

I I I

S1293 RETIREMENT BEHAVIOUR AND RETIREMENT PLANS

RECALL SHEET

(Complete for each Benefit Unit containing an eligible person)

Area Address H'hld BU

Interviewer's name .. I 1 I 11 I I 11 I 11 1

Auth. No ... I_..L...----I._-' 1. We may be callinB back in a few years time on the people we have talked to. Would it

be alright if we called on you again?

Yes, it would be alright (unconditional) .............................................................. .

No, (unconditional) ............................................................................................................. .

Yes, (with conditions/qualifications) (Specify at 5 overleaf) .................. .

CODE

2

3

r 2-4

~ End

r 2-5

2. Can you tell me your full name so that we can be sure we contact the right person.

Mr Mrs Miss Surname

I st given name

2nd given name

3rd given name

Interviewer enter date of birth from A2, p2 WHITE

Mr Mrs Miss Surname

Ist given name

2nd given Dame

3rd given name

Interviewer enter date of birth from A2, p2 WHITE

- 1 -P.T.O

Day Mth Year

1 1 L

Day Mth Year

I I 1

20/10/88/Z

3. Does address differ iD any way from address list?

If yes. give full details below

Yes ....

No ...... 2

5. If QI is coded 3 (Yes with Qualifications), specify fully.

4. Is (either of) inJ"ormant(s) moviDg?

If yes. give address(cs) and person Nos. below and approx. date of move?

- 2 -

Yes .... 111 No ...... L2J

I

I

I

20/10/88/2

•

S1293 RETIREMENT AND RETIREMENT PLANS

(WHITE)

Benefit Area Address H'hld unit Pers No

SERIAL NUMBER I I I Interviewers

name

Date of interview

Day

11 1 1 11 1

Month Year

8

COMPLETE AFTER INTERVIEW

(i) Informant type

Cii) Interview outcome

i.e. Interview not finished or whole or large partes) of section(s) not completed.

EligIble indIvIdual (aged 55-69). . ...... .

Spouse of eligIble IDdlvldual (and IS not aged 55-69) .

Full intervIew

Incomplete .Intervlew·

Refusal

Non contact

Other (specIfy)

11

OTHER MEMBERS OF INFORMANT'S BENEFIT UNIT ARE

RelatIOnshIp to Informant

11 I 1

2

2

3

4

5

Pers No

I

I

NO OTHER MEMBERS OF INFORMANT'S BENEFIT UNIT 99

11

Off Use

99

AI-A4 Ask or Record

AI Sex: Male ............ .

Female

I

2

A4 Marital Status:

Married ................................ . I

Cohabiting .......................... 2 A2 Date of birth:

Single .................................... . Day Month Year

Widowed

I I I Divorced

A3 Age today ____ 1 Separated ............................ .

....... I .....••

AS Did you do any paid work last week, that is in the 7 days ending last Sunday, either as an employee or self-employed?

(a) Even though you weren't working, did you have a job that you were away from last week?

(i) Last week were you:

waiting to take up a job that you

Yes ................. No .............. X

Yes ................. No ............. X

had already obtained? .................................................... .

- -

- -

3

4

S

6

I

-I

-

3

A7

- - (a)

A7

- - (i)

A7 Code first that applies

looking for work? .................................................................. .. 4 (ii)

or intending to look for work but prevented by temporary sickness or injury? ....... (Check 28 days or less)

5 A7

NONE OF THESE

(ii) Were you looking for:

full-time

or part-time work? .............................................. ..

6

2

Spontaneous - Either ............................................................................. 3

A6 Can I just check, what is the main reason you were not looking for work last week? Is it because you arc:

perma nently unable to work because of illness, disability or injury............................................................................. I

Code first that

looking after the home or family ............................................ .

retired from paid work .................................................................. ..

2

3

applies a full time student ............................................................................. 4

you don't want or need employment ...................................... .

there are no jobs a vaila ble .......................................................... ..

you have not yet started looking ........................................... ..

other reason .......................................................................................... ..

2

S

6

7

8

o

A6

A7

(a)

A7

(a)

A7

(a)

A6 ,nl'd)

(a) Even Ihough yo~ "Cl. nul .ouklllg fur WC/I h last week, would )01) I'~e 10 h~\' a repelar p.,rl )0>'

'!it t"'''' IT'rt'J~~rt, ("tt .. • .. rill (\ .. r'\.,rt tl"1C

Yes

No

A 7 Intervle .... er code

Had" job last "eek ("oded I at A5 Or ~ ~(, \

Unemployed (codea :; 5 n t AS a(l)

Rellred (coded 3 at ,,6 Matn)

\.h. crs tCvded 1 ... or r ~ ... t • G \lJ.ln;

To all not cod~d 8S retued 8t A 7

A8 Can J ,"cch, although you are (workmg/looktng for WOl k/elc) (see A5 and A6) do you consIder yourself 10 be retired or not?

ConsIders sel f 10 be relued

Does not consIder self to be retned

Other (specIfy)

Spontaneous SemI-retired

3

4

------------------------------------------~~---+------,-

A9 RETlR EMF"IT COOE

RetJre" - Has retued (A7 coded 3) or consIders self to be rctued or seml-retued (AS ~.,Jed ; or -I) " ,

Has not "1:-e1

_____________________________________ --' ____ ---l. _____ _

AID Current job or most recent job

DNA, NEVER WORKED ..... AI3 page 5

Job title: Interviewer code

Describe fully:

Industry:

(a) If employee Ask or record

(i) How many employees work(ed) in the establishment?

(b) If self-employed Do (did) you employ any other people?

employee ...... _ ................ .

self-employed .............. .

manager ......................... .

foreman/supervisor ..

other employee .......... .

I - 24 ... _ ........................ .

I I

I

I

2

I

2

3

25 or more ................... 2

Yes, probe:

I - 24 employees ....

25 or more ................. 2

No employees ............ 3

A 1I To all in paid work even if considers self retired (code I at A 7)

occupation

industry

(a)

(b)

All

DNA, others .............. _ ........................... X - - - - - AI2

How many hours a week do you usually work, excluding meal breaks and overtime?

Enter hours _____ _ •..•... I .••.•••

Al2 You have told me about your ..... (CURRENT/MOST RECENT JOB) Is/was thIs job the type of job you (have done/dId) for most of your workIng lIfe?

Yes .. .... No -.. _ ...

a) What was your usual type of job?

No usual type of job/lots of dIfferent typ es

Job title

I

2

I

IntervIewer

Describe fully:

Industry-

(i) If employee

ASK OR RECORD FOR LAST PERIOD IN USUAL TYPE OF JOB

(Ii) If self -employed

Old you usually employ any other people?

I For last perIod In usua

employee

self -emplo

lob

yed

For last perIod In usua

manager

foreman/superv

other employee

I Job ..

l$or

-- ....

Yes ... No _ .. -

I I

I I

I

. 2

I

2

3

I

2

Al3

<a)

Al3

code

occupation

industry

<i) (ii)

} AB

AI3 Ask or record At what age did you finish your continuous full-time education at school or coIlege?

Never went to school.......... 01

Ilgnore gaps of I year or less between school and coIlege Enter age

..•..•• I ...... .

AI4 Do you have any of the foIlowing Qualifications?

CODE

ALL

THAT

APPLY

- PROBE FOR

LEVEL

ICARD 11 1 I

GCE '0' levels .................................................. _ .. _ .......... _ .............................................. Q.! ...... . School Certificate or Matric .......................................................................................... ~.~ ..... .

GCE • A' levels ..................................................... _ ......... _ .............................................. _.Q.~ ...... . Higher School Certificate ............................................................................................... Q.~ ..... .

SCE- (Scottish Certificate of Education)- - Ordinary Grade .................. £~ ..... . Higher Grade ...................... ~.~ ..... .

07 ....................................................•............................................................................ Standard grade

SLC- (Scottish Leaving Certificate)- - Lower Grade ................................... ~.L .. . Higher Grade ................................... Q.? ..... .

SUP~(Scottish Universities Peliminary Exam)- • Lower/Ordinary ....... !.Q ...... . Higher .......................... ! .. ! ...... .

Certificate of Sixth Year Studies 12

Clerical and commercial Qualifications (eg Typing/shorthand/book·keeping/commerce) ........................................•........ !.2... .. .. City and Guilds Certificate- • Craft/Ordinary level/Part I .................... !.~ ...... .

Advanced/Final level/Part 11 ............. _I~ .... .

Full Technological/Part III ._ ... _ .......... !§. ..... .

National/General/Ordinary ........................ _ ..... _..!2 ...... . HNC/HND. BEC-/TEC- Higher 18

Nursing Qualifications (eg SEN. SRN. SCM) ....................................................... !.? ..... . T h · I·f·· 20 eac 109 Qua 1 Icahons .................................. _ ...................................................... _ ............. .

Membership of Professional Institution (specify) .......... . 21

Recognized trade apprenticeship completed ......................................................... ~~ ...... .

University or CNAA Degree/University diploma ... _ ....................................... ~.~ ..... .

Other Qualification ............................................................................................................. ~.~ ...... .

NO QU ALIFICA TION ...................................................................................................... ?? ...... .

AIS INTERVIEWER INSTRUCTION

Now introduce and complete Job and Pension History schedule YELLOW. ppl-3 + Blue and Pink

6

B JOB HISTORY JOB HISTORY SUMMARY

Ask or code BI-B6 from Job History and check with informant

El So can! check, !!ltogether you have worked for dIfferent I I employers - !S that right? H

Number of employers ____ I

B2 And you have had. jobs (including where you have changed Or been promoted to a qUite different job whilst working for the same employer) Is that right?

Number of jobs ____ _

B3 CONTINUITY OF EMPLOYMENT

• Count as retired if coded I at A~

Has worked continuously Since fnst job untIl present/retirement- .. . ...

Has had at least one period of not worklD8 sIDce fnst job (before retlrement)-

Has never worked

B4 EMPLOYMENT STATUS CURRENTLY OR JUST BEFORE RETIREMENT

- Count as rellred if coded I at A9

Has not reil red- and worked last week ..

dId not work last week

Has retned- (Ask or code)

Old you rellre from a job, or

were you not working at the hme you retired?

2

3

2

3

4

Mth Yr

a} Date left last job ----------------L_L.I-4 __ l-I~ B5 FULL-TIME/PART-TIME EMPLOYMENT SUMMARY

All jobs were full-hme

part-t,me 2

At least one job was full-time and at least one was part-hme 3

B6 EMPLOYEE/SELF-EMPLOYED SUMMARY

Has always been employee (when worklDg)

self-employed (when worklDg) 2

Has been employee at least once and self-employed at least once 3

7

Cl page iO

B5

aj

B5

B7 Interviewer check (See B4 and Job History)

Has not retired and: worked last week ...................................... .

did not work last week ... _ .......... _ ....... .

Has retired and: has worked since retiring ___ ...•. _._.

has not worked since retiring ......... .

BI Thinking of the job from which you retired; when you left, did you take:

Code

first

that

applies

redundancy with payment ___ ._._ •• _ .. _._ ....•..... __ ........... .

early retirement under the Job Release Scheme

early retirement when your (employer/firm) was cutting back on staff or closing down •... _ .....

some other kind of early retirement .,. ___ • ___ ._.

or none of these? .... __ ............ _ .. __ ...... __ ... _ .............. _ ......•..

B9 Thinking of your last job; when you left, did you take:

Code

first

that

applies

redundancy with payment •...• __ ._. ___ .. _. __ ._ ...... .

early retirement under the Job Release Scheme

early retirement when your (employer/firm) was cutting back on staff or closing down .. _ ...... .

some other kind of early retirement .......... _ ........ _ ...... .

or none of these? _ ....... _ ......•...•• ___ ........ _ ........... _ ............. .

BIO Code from Job History or ask

Can I check what was the main reason you left your last job?

made redundant/firm closed ....... _ ....•........... _ ....................... _ ....... .

1 Card III 11 temporary job finished/contract ended

dismissed ........•. ___ . __ . ___ ... ---_. __ ..... . RETIRED ..... _. ____ ... ___ ._ .•• ____ . ____ . __ ....

Code ill· heal th/ injury .... _ ... _ ...... _. ___ ........................... _. __ ._ .......... _ .......... .

one to look after sick/disabled/elderly relative _ .. _ ....... _ ....... .

only marriage/pregnancy/to look after home/family .... _ .... _ ........ .

disliked job/job conditions unsuitable/wanted change ... .

moved from district ..................... _ .................... _ ............................... .

to go to college/take training course .............. _ ....................... .

Other (specify) ...

. . . . . . . . . . . . . . . .

8

I

2

3

4

I

2

3

4

5

I

2

3

4

5

01

02

03

06

07

08

09

11

13

14

15

1

BII

B9

B8

B9

B9

J

DI0

BII (Have you pud/dld you pay) nallonal msurance conlrlbullOns In all Ihe Jobs you have lold me aboul (including part-hme ones) Or nOI?

Yes

No

Don 'I know

a) So aboul how many years conlrlbullOns have you paId altogelher whllsl In employmenl?

Number of years

Don

BI2 IntervIewer check

Informant JS female and marned, wIdowed, dlvo or separated

Others

Bl3 Since you (fHSt) marned have you pud natIonal inSurance contnbutlons at the reduced rate for marned woman - Ihe small slamp?

Yes

'I know

rced •• 0 _0 .0.

No

Do n'l know

a) For about how many years dId you pay at the reduced rale for marned women?

Number of years

Don 'I know

BI4 If currently employed (A7 coded 1) and under 60 (ev en If conSIders self retired)

DNA, nOI employed or IS aged ove r

Arc you SI III paYing at the reduced rate?

9

Yes

No

Do n'l

59 .X

.. know

I

2

3

I

99

I

2

I

2

5

I

99

..........

I

2

3

} (a)

BI2

B13

Sechon C next page

(a)

} SectIOn C next page

SectIon C next page

lJ

SectIOn C next page

C PENSIONS

OCCUPATIONAL PENSION HISTORY SUMMARY

Code (rom Occupational Pension History and check with inCormant

............ Cl So can I check, altogether you have belonged to occupational pension or superannuation schemes your employer. Is this right?

run by

(Add iC necessary: I'm counting (SCHEME) and ( as a single scheme because they entitle you to a pension).

SCHEME) single

NUMBER EVER BELONGED T 0

NONE-

C2 And you ha vc cashed in your pension rights - w ithdrawn your contributions under ............... schemes. Is tha t right?

NUMBER CASHED IN

NONE-

C3 And you have lost your rights under ............ sche me(s) (apart Crom the one(s) which you cashed in)?

NUMBER LOST

NONE-

C4 So you now have the right to an occupational p which you arc either drawing now or will draw

ension in the

Cuture under ................ scheme(s)?

NUMBER RETAINED

NONE-

•••• 1 •••• C2

0 0 sce CII pl6

•••• 1 ••••

0 0

•••• 1 ••••

0 0

•••• 1 ••••

0 0

CS Ask for each scheme where all rights cashed In (see C2)

DNA, none cashed an X - - - - - See C6

OccupatIonal Scheme Number

Starting with fIrst column en ter Scheme No from OccupatIonal PenSIon HIStory - r r r r

a) At what age dId you cash an your pensIon under that scheme ?

AGE- r r r r

b) WhIch of these thangs dId you do WIth the lump sum

ICard 11 21

anvest any of I t? I I I I - .. .. . .. -2 use any of It f or ordanary

lavang expenses or necessIties? 2 2 2 2

Code 3 use any of It t o payoff your all mortgage If you had one? 3 3 3 3 . that 4 use any of It t o pay for ma lor Jlems See c) apply lake a car, a sp eClal holaday, central

hea tlng system or house 4 4 Improvements? 4 4 .. -

S use any of It t o payoff overdrafts, loans, credltcard s Or other debts? S S S S . .. .. ..... .

6 dId you do any thang else With It? 6 6 6 6 ..

DON'T REMEMB ER 9 9 9 9 See C6 ..

c) If anvested any of It (b) c oded I)

D NA, dId not anvest X X X X See C6

DId you Invest It to produ ce an annuIty Or pensIon? Yes I I I I } See C6

No 2 2 2 2

C6 Ask for each scheme where rights retalDed (See C4, plO)

DNA, no rights retained ....... X ........ .. Cll pl6

Occupational Scheme Number

Enter Scheme No. from Occupational Pension History Itarting with first column .~~I--+-_L-I4-_~I~~I~

a) What is the total number of years for which you have pension contributions under that scheme?

NO. OF YEARS-

b) Have you bought any additional years or made Additional Voluntary Contributions-AVCS-under that scheme?

Yes ............. .

No

(i) In what year did you start to buy extra years or to make Additional Voluntary con tribu tions?

I

I

2

I

I

2

I

I

2

I

I

2

YEAR ____ 19 ...... 1 •••••••••••• I •••••••••••• 1 •••••••••••• I ••••••

can't remember

c) Are you drawing that pension now? Yes ..........•...

No

d) At what age did you first draw the pension?

99

I

2

99

1

2

99

I

2

99

I

2

AGE---1~~I4-_,L-t-~I __ ~~1 c) At what age will you start to receive the pension?

AGE----~~~-~I~-~'J--~I f) Will that pension increase at al1 (after

retirement) or not?

will increase

wil1 not increase ......... .

Don't t.. ____ • ... lUW ................... _.

Spontancous - only if there is inflation ............. .

g) Will it increase:

Code first

that

applies

in line with inflation - I mean is it inflation proof- index linked? ........ .

every year - but not necessarily in line with inflation? .............................. .

regularly bUI nOI every year? .............. .

jusl from lime 10 lime? ........................... .

Don'l know ...................................................... .

12

1

2

3

4

I

2

3

4

5

1 I

2 2 2

3 3 3

4 4 4

I

2 2 2

3 3 3

4 4 4

5 5 5

c)

d)

e)

f)

f)

g)

g)

C, .nterviewer code (Sec C6(c»

Is now drawing at least one pension ••••••••••• u.u •• f C. Is not yet drawing any pension ............................. 2 Sce C9

CS Ask for each pension now being drawn Pension Scheme number

Enter Number from C6 I I I

I

a) You said you first drew that pension at .... (AGE) (see C6d). Was that the usual age or time for drawing the pension or earlier or later? usual age/time ...

earlier .................... 2 2 2 2

later ....... 04 ............ 04 •••• 3 3 3 3

(i) Is the pension less than it would have been if you had drawn it Yes, less ....... at the usual age/time?

No ................. 2 2 2 2

(ii) Is the pension more than it Yes, more .... would have been if you had drawn it at the usual age/time? No ................. 2 2 2 2

(iii) Could you have drawn it Yes earlier

................ or later if you'd

wanted or needed to? No ................. 2 2 2 2

b) Did you take or receive a lump Yes in

................ sum addition to the pension when you began to draw it? No ................. 2 2 2 2

e) Which of these things did you do with the lump sum?

I CARD Il 21 ~: ~::e:::n:f~: ~~r .~.~.~.;:.~;~ .............................. ..... J ....... ........ ! ............... ! .............. ~ ..... . living expenses or necessities? .......................... 3. ............... ~ .............. ~ .............. ~ ..... .

Code

all

that

apply

3. use any of it to payoff your mortgage if you had one? ................................... ~ ............... } ............ } ............. } ..... .

4. use any of it to pay for major items like a car, a special holiday, central heating system or house improvements? ....... ~ .............. ~ .............. ~ ............. ~ ..... .

5. use any of it to payoff overdrafts, 5 5 5 5 loans, creditcards or other debts? .......................................................................... .

- (iii)

(i)

(ii)

} b)

} b)

} b)

r- c)

r-

Sec d)

6. did you do anything else with it? ................. ? ............... ? ............. ? .............. ? ...... ! (Specify) ................. .

d} If invested any of it (c) coded I)

DN A, did not invest ..... .

Did you invest it to produce an annuity or pension?

Yes .............. .

No ................ .

I3

x

2

x x x r- Sec C9

2 2 2 } Sec C9

C9 Interviewer check (see C6(c»

w Has yet to dra

Is now drawing

at least

only fall

CIO Ask for each pension still to be drawn

Enter Number from C6

a) You said you will start to draw that pensio at .... (AGE) (See C6e). Is that the usual age for drawing that pension or earlier or

n

later? usual age /time •..

earlier ..... ............... later .... _ ... ...............

(i) Will the pension be less than it would have been if you had drawn it at the usual age/time? Y es, less .. _ ...

No .. ...............

(ii) Will the pension be more than it would have been if you had drawn it at the usual age/time?

Yes, more ....

No .. ............... (iii) Could you draw it earlier

or later if you wanted or needed to? ................ Yes

No .. ...............

b) Do you have the right if you choose to tak any of that pension as a lump sum

e

when you reach the pensionable age? Yes ................ No •. ............... D/K ... _ ......

c) Do you think you will take part of it as a lump sum? Yes ......... _ ...

Has to take part as lump sum-code 1

No .. ......•..•.••.

D/K, haven't thought .. ................

d) Have you definitely decided what you will do

............... with that lump sum? Yes

No. ...............

14

one pension ... _ ........ 2

pension(s) .................. 3

Pension Scheme number

I I I I

I I I I

2 2 2 2

3 3 3 3

I I I I

2 2 2 2

I I I I

2 2 2 2

I I I I

2 2 2 2

I I I I

2 2 2 2

3 3 3 3

I I I I

2 2 2 2

3 3 3 3

I I I I

2 2 2 2

f-

f-

CIO

ClI

(iii)

(i)

(ii)

c)

} SecCII pl6

d)

} See Cll pl6

CID (cont'd)

Enter number from opposIte page -e) WhIch of these things do you think you wJlI

do wIth It?

ICard 11 31

Code

all

that

apply

Invest any of It?

2 use any of It for ordinary hVlng expenses or necessItIes?

3 use any of 11 to payoff your mortgage If you have one? ..

4 use any of It to pay for ma lor Items hke a car, a specIal holiday, central heatlOg system or house Improvements?

5 use any of 11 to payoff overdrafts, loans, credltcards or other debts?

6 do anything else wIth It?

D/K, haven't thought

f) If wIll Invest any of It (el coded 1)

DNA, wIll not IOvest

WIll yOu Invest 11 to produce an annuIty or pensIOn? Yes

No

D/K

.

. .

PensIon Scheme number

, I I ,

I I I I ..

2 2 2 2 ...

3 3 3 3 . .. . .., _ ...

Sce f)

4 4 4 4 .

5 5 5 5

6 6 6 6 .

7 7 7 7 ..

X X X X

I I I I

2 2 2 2

3 3 3 3

CII Interviewer check (see pI of Job History)

t is no longer married Informant has been bu or has been m arried more than once ...................

Others ..........................................................................

m CI2 Do you have the right to a pension fro husband's/wife's employers which you a will be able to draw in future?

re any of either

your previous now drawing or

Yes ... -........................ No .... __ ..................... Don't know ...........

a) Is that a pension from just one pens than one?

ion scheme or more

One only ......... _ .....

NUMB ER IF MORE THAN ONE

Ring No. starting with first or only one m entioned

b) Are you dra wing that pension now 0 r not?

Ye s ............................. N 0 ..............................

c) At what age did you first draw the in your own right?

pension

A

d) At what age will you start to receiv pension?

e

A

e) How much will the pension be?

AMO

GE

this

GE

UNT £

D /K ......................... R efusal ...................

(i) What period will that payment co ver?

Enter period code •

Pension Scheme

I 2

I I

2 2

•••• 1 •••• •••• 1 ••••

.... I .•.. •••• 1 ••••

.. S S

4 4

I

2

I

2

3

01

•••• 1 ••••

No.

3

I

2

•••• 1 ••••

•••• 1 ••••

S

4

CI2

CI4

a)

CI4

c)

d)

CI3

PensIon Scheme No

Ring No_ as on opposlle page ------------1

Cl3 WIll that pensIon mcrease at all (after you start to receIve 11) or nOI?

WIll mcrease _

WIll not mcrease ______ _

Don't know _ _ ___________ _

Spontaneous - Only If there IS mflatlon _____ _

a) WIll II mcrease

In hne wllh mfl allon - I mean IS It mflallOn pr oaf /mdex hnked?

every year bUI n 01 necessanly m hne Wllh mfla lIOn?

regularly bul nOI every year?

JUSI from lime 10 lime? ---Don'l know

C14 Interviewer InstructIon

2

2 2

3 3

4 4

I I

2 2

3 3

4 4

5 5

Return to Job and Pension History yellow pages 50 - 51

3

2

3

4

I

2

3

4

5

a)

} CI4

a)

PRIVATE PENSION HISTORY SUMMARY

Code Crom Privatt' Pension History and check with inCormant

CI5 So altogether you have contributed to (NUMBER) private pension scheme(s). Is that right?

NUMBER EVER CONTRIBUTED TO --_a_ .... I .... Cl6

C16 And you have cashed in your penSlOn rights ... withdrawn your contributions under ..... scheme(s). Is that correct?

NUMBER CASHED IN

Cl7 And you ha ve lost your pension rights under .... private scheme(s) (apart from the one(s) you cashed in)?

Clg And you have kept the right to a pension which you are either drawing now or will draw in the future in ..... scheme(s)?

NUMBER

co __ ,...,,\c

NONE -I 00 r 03CC '--.t.J 11 page 23

, .... 1 ....

1 NONE-Cl?

00

LOST .... 1 .... 1 NONE - 00 J Cl8

NUMBER OF RETAINED RIGHTS .. .. .. I.... 1

NONE-~J See C19

18

Cl9 Ask for each scheme cashed In (See C16)

DNA, no scheme cashed In x - - - - - See C20

Starting with first colum n enter Scheme No. from Private PensioD History

a) At what age did you cash In

that prIvate pension?

c) Which of thesc thIDgs did you do With the lump sum

Icard 11 21

2

AGE-

Private Pension Schcme: No

I I I I

, , ,

Code

all

that

apply

3

4

•~.~.: •• :: .. ~n~:;~.:.I.;~ •• ~; •• ~:~:~ •• a •• r"t,y.,~ •• ~ : I: : I: 1

:~,:::~~:~ :~,:- ::~~::, :~~, .. := -\ ' 1--3 -\ '-1-'- l s~ "

like a car. a speCial hohday, central heatIDS system, or house Improvemen IS? ... . ... 4 4 4 4 . .. .. .. . .. - .

S S S S . .. •• • 0_ • ...... _ ..... . ........ _ . .0 ... .. S use any of 11 to payoff overdrafts.

loans. credltcards or other debts? ..... .

6 6 6 6 . .. 6 did you do anything else With It?

DON'T REMEMBER 9 9 9 9 See C20 ..

c) If Invested any of 11 (b) coded J)

n"'A ....... "~t Invest X X X X See C20 &.0"·""9 u.u UV'

Did you IDvest It to produce an Yes I I I I annUity or pensIOn?

No 2 2 2 2

19

C20 Ask for each scheme where rights retained (See C18. p18)

DN A, no rights retained ..... X - - - - - See C2S. P23

PRIV ATE PENSION SCHEME NO.

Enter No. from Private Pension History _

a) For how many years did you contribute?

_I

NO. OF YEARS - .... 1 ••••

contributed one lump sum only...... 98

b) Are you drawing that pension now or not?

Yes .... ......................... I

No ..... ......................... 2

c) At what age did you first draw the pension?

AGE .... I ....

d) At what age will you start to receive this pension?

AGE .... I ....

c) Will that pension increase at all (after you start to receive it) or not?

Code Will increas e ................... I

first

that Will not inc rease ......... 2

applies Don't know ...................... 3

Spontaneous - Only if there is inf lation ......... 4

f) Will it increase:

In line with inflation - I mean is it inflation proof/in dex

Code linked? I

first cessarily every year but not ne

that in line with inflation? 2 ....................... applies

regularly but not ever y year ......... 3

just from time to time ...................... 4

Don't know ...................... .......................... S

20

1 I

• ••• 1 •••• • ••• 1 •••• • ••• 1 ••••

98 98 98

I I I

2 2 2

.... I .•.. •••• I ••.. • ••• 1 ••••

•••• 1 .... .. .. I .... • ••• 1 ••••

I I I

2 2 2

3 3 3

4 4 4

I I I

2 2 2

3 3 3

4 4 4

S S 5

c)

d)

e)

f)

C21

f)

C21 Jnterviewer check (See C20(b»

Is now drawing at least one private personal pension ~.".""",.u ••••••••• " •••• I

Is not yet drawing any private pension ............. u ..... •• •• • ...... ••• .. ••• ••••• ••••••• 2

C22 Ask for each pension now being drawn

Enter Number Crom C20-

a) You said you first drew that pension at ... ... (AGE '" see C20c) was that the age at which you originally agreed to draw the pension or was it earlier or later?

agreed age ......... .

earlier .................. .

later

no agreed age/age range agreed

as a

Pension

i

I

2

3

4

Scheme number

~. i i

1 I I

2 2 2

3 3 3

4 4 4

r C22

Scc C23 next page

b) Did you take any of the pension lump sum when you reached the pensiona ble age? Yes

No

I I J I ................ Lt----t-~f (c) ................. 2 2 2 2 Sce C23

. next page c) Which of these things did you do with

the lump sum:

ICard 1I 21 1. invest any of it?

2. use any of it for ordinary living expenses? ......................................................... 3 ........ ........ f. ............. f. ....... ....... ? ...... . Code

use any of it to pay oif your mortgage if you had onc? ................................... ~ ................ ~ ............. ~ .............. ~ .... ..

aii 3. that

apply 4. use any of it to pay for major items like a car, a special holiday, central heating system or house improvements? .............................................................. ~ .............. ~ .............. ~ ............. ~ .... ..

S. use any of it to payoff overdrafts, loans, creditcards or other debts? .......... .. ....... ~ ................ ~ ............. ~ .............. ~ ...... j

6. did you do anything else with it? ................ ~ ................ ~ ............. ~ .............. ~ .... ..

d) If invested any of it (c) coded I)

DNA, did not invest

Did you invest it to produce an annuity or pension?

x x x x

y" --I t-,J 0 ................. Lt __ 2_..L __ 2_-"-_2_-J. __ 2_-,

21

Sec d)

Sce C23

C23 Interviewer check (see C 20(b), page 20)

Has yet to draw at least one

Is now drawing only/all priv

C24 Ask for each private pension still to be drawn

private pension -_. 2

ate pension(s) ... _ ............ 3


Enter Number from 00 -

a) Do you have the right if you choose to take any of that pension as a lump sum when you reach the pensionable age?

Yes

No .. __ ......... .

D/K

b) Do you think you will take any of it as a lump sum?

Yes .. No ............... .

D/K, haven't thought

c) Which of these things do you think you will do with the lump sum?

ICard 11 31

I

I

2

3

I

2

3

I I. invest any of it? .............................................. . -................

2 ............... use any of it for ordinary living expenses or necessities? ................. .

2. Code

3 use any of it to payoff your all 3.

that mortgage if you ha ve one? ............... _ ..... .. . ........ _ .... -apply 4. use any of it to pay for ma jor items

like a car, a special holiday, central hea ting system or house improvements? ..................................................... .

S. use any of it to payoff overdrafts, loans, creditcards or other debts? •..........

4 . ................

S ................ 6 6. do anything else with it? .................... _ ..... . .. ..............•.

D/K, haven't thought .................................... .

d) If will invest any of it (c) coded I)

DNA, will not invest ..... .

Will you invest it to produce an annuity or pension?

Yes .............. .

No ............... .

D/K

22

9

X

I

2

3

I .1 I

I I I

2 2 2

3 3 3

I I I

2 2 2

3 3 3

I I I ................. ................. ................

2 2 2 ................ ................. ...............

3 3 3 ................. ._ ............. ...............

4 4 4 ................... .................. ............... S S S ................ . ............•.. . .............. 6 6 6 ................ . ............... .............. 9 9 9

X X X

I I I

2 2 2

3 3 3

C24

C2S

b)

} C2S

(c)

} C2S

Sce d)

C2S

C_J Interviewer check (see pI of Job History)

Informant has been but is no longer married or has been married more than once .................... .

Others ........................... _ .................................................................................. .

C26 Do you have the right to a pension under any private pension plan to which your former husband/wife belonged which you are now drawing or will be able to draw in the future?

Yes ............................ .

2

No .............................. 2

Don't know........... 3

a) Is that a pension from just one pension scheme or more than one?

One only ............... .

NUMBER IF MORE THAN ONE ___ I

Ring No. starting with first or only me ntioned .. b) Are you drawing that pension now 0 r not?

Ye s ..............................

N o ..............................

c) At what age did you first draw the pension in your own righ t?

A GE

d) At what age will you start to receive this pension?

Pension

1

1

2

..•. I. ...

AGE ____ ...... 1 ....

e) How much will the pension be?

AMOUNT £

D/K ........................ . 4

Refusal 5

(i) What period will that payment cover?

Enter period code ______ .. _

23

Scheme

2

I

2

.... I. ...

•••• 1 ••••

4

5

•••• 1 ••••

No.

3

1

2

•••• I .•••

• ••• 1 ••••

4

5

l C26

r C28, p25

I- a)

I- C28, p25

f c)

d)

C27

Ring as at C26

C27 Will that pension increase at all (after you start to receive it) or not?

Will increase

Will not increase ... _._ .. _ ........ .

Don't know ... _ ................ _ ........ .

Spontaneous - Only if there is inflation .... _ ....... _ ... .

a) Will it increase:

In line with inflation - I mean is it inflation proof - index linked?

Code every year but not necessarily

first in line with inflation? .......................................... that regularly but not every year ............................ applies

just from time to time ......................................... Don't know ................................... _ ..............................

Pension Scheme No.

2 3

1 I a)

2 2 2 C28

3 3 3

4 4 4 a)

I

2 2 2

3 3 3

4 4 4

S S S

OTHER FINANCIAL PROVISIONS FOR RETIREMENT

C28 Do you have, or have you ever had, any other fmanclal poliCIes wh,ch you have not already mentIoned - like an msurance or endowment policy, or a mortgage endowment policy, specIfIcally for retlfement or wh,ch mature around the age of retlTement?

a) Have you had just one or more than one pohcy of that kmd?

Yes

No 2

<a)

C29

Number of poliCIes ever held_

Ask for each policy

b) At what age dId or WIll It mature (Add If necesssary I mean at what age were you or WIll you be when the money could be used to provIde an mcome or lump sum (or payoff the mortgage?

Rmg POI::e =-1'1--.. -, Ill--. ~----ill--. 9~9-41-4---411 Policy cashed m/lost before matunng 99 99 99

c) Code or ask I I I I I

So can I check, you have (NUMBER) poliCIes whIch have yet to mature, IS that nght?

NUMBER STILL TO MATURE

C29 If currently marned

Do you have any policy wh,ch would provIde an loCO me or lump sum for your husband/wIfe If he/she should outlive you dUTlng retlTement, (apart from any pensIon you mentioned earlier)?

C30 Have you ever saved or mvested any (other) money mamly for your retirement?

none ...

DNA, not marued

Yes

No

Yes

No

Spontaneous - Has saved/mvested but not partIcularly for retlTement

C31 INTERVIEWER CHECK

Informant has (had) f,nanc,al pollcy/savmgs/ Investment for retlTement (C28 or C29 or C30 coded I)

Others

25

o

x - - - - - C30

2

Xl 3

~ ::: '-----'

2

C32 Have you ever thought of saving or investing any money for your retirement (apart from the pension scheme(s) you told me about )?

a) Can you tell me from this card what is the main reason you decided against saving or investing for retirement?

Icard 11 41

Yes .....

No ..... .

Could not afford to save/invest ~._ ...... _ .............. _.

Code

onc

only

Decided would already have enough for retirement ..... _. __ •. _ •...•.••. _ ................................. _._

Never got round to it .................................................... .

Other (specify) .

C33 Do you feel you (have) saved enough for your retirement, or not? Yes, enough ..........•...

No, not enough .....

Don't know ............. .

2

2

3

4

I

2

3

(a>

Section 0

Section 0

D RETIREMENT AGE

DI Interviewer code Has rctJred (A9 coded I)

Has not retired (A9 code d

HAS RETIRED

D2 Interviewer code (Sce B4, P7)

Was worklDg Just before retirement (B 4

Not worklDg a t lime retued (84 code

D3 You said you stopped working before you retued • when did you actually conSider yourself to be retired?

d

..

2)

coded 3)

4) ....

.. . . .... When husband/wife retued ..

When realised WOUldn't get ano

When entitlement to register a

ther Job

s

.. .

.. CODE

ALL

THAT

APPLY

unemployed/unemploymen t be neflt ended

When reached 60/65 (state pen sionable age)

Other age

Dk/gradually /no particular t1m

Other (specify)

a) Ask or record

At about what age did you actually consider yourself to be retued?

AGE

D/K

. "" '0"_

e .... . .

..

_ .

. ..

.. ..

I

2

I

2

I . .. _. . ... 2

3 . -_ .... -. 4

5 . .... 6 _.- ...

7

I ..

01

D2

DI3, p31

D4 next page

D3

D24, p35

04 Was there a fixed age for retirement in your last employment? Yes ................. .

No .................. .

(a) - (c)

2 07

a) What was the age? AG~~ ___ •• ~.= ... ~I •• ~ .. ~ ___ ~ b) Was it possible for you to continue

working after that age?

c) Was it possible to take early retirement?

Yes ....... _ ....... .

No ._.............. 2

Yes ................. .

Yes, but only for health reasons ..... 2

No ................... 3

OS At what age did you actually retire?

AGE_ .... 1 .... ---0 06 Interviewer check

Retired early (Age at ill is less than age at ill) ..... . Retired late (Age at m is older than age at ill ) .... . Retired at fixed age but could bave continued (b) coded 1 and Age at ill same as Age at ill ) ........ . Others ................................................................................................. .

1

2

3

4

07 a) What was the minimum age at which you could have retired? AGE_ .... 1 ••••

b) Was there an upper age at which you would have had to retire?

No minimum age_ 98

Yes ................. .

No .................. . 2

010

011

012, p30

024, p3S

-0 (b)

(c)

08

c) What was the upper age?

AGE_ .... 1 •••• _~ 08 At what age did you actually retire?

09 Interviewer check (priority code)

•••• 1 •••• AGE_ f----i

Retired early (Age at m is less than Age at [II) .................... .

Retired late (Age at m is older than age at [Il> ................... . 2

3 Others ............................................................................................................. "'j '---_...J

28

---0 010

011

024, p3S

OIOa) What were your reasons for retiring earlier than you could ha ve done?

b) and what was your main reason?

I Card 11 51 own ill health ....................................................................... ...

ill health of relative/friend ........................................... .

a)

Code all

that apply

01 ................. 02 .................

made redundant/dimissed had no choice .............. .

was offered reasonable financial terms to ietirc early or take ,-,1"\1,.",t"l,"" r .. til1"rt'2nf"V ... V.l.w • .I" .... J ......... w •• __ ..... J •••••• u ••• 1::.:".:

l··~!·· to spend more time with partner/family ............... .

to enjoy life while stili young/fit ...................

fed up with job/wanted a change 07 ..................

08 to retire at same time as husband/wife ................ . .. ...................

to retire at different time from husband/wife .. 09 -..................

to give younger generation a chance ....................... . 10 . ..................

I1 Other ........................................................................................... . .. ...................

DOES NOT CONSIDER HE/SHE RETIRED EARLy ......... .

011 What were your reasons for deciding to retire later than you could have done?


to improve financiai position

12 .. ...................

a)

Code -" all

that apply

r ! .................... 2 enjoyed job/working .. ..................

didn't know what to do after stopping work .. .. 3 .. . ................

to keep fit and active ...................................................... . 4 •• •• •••• u ..........

persuaded by employer to stay 0:- ............................ . 5 . ................ to retire at same time as husband/wife ............ _ .. . 6

• _ ................. H

to retire at different time from husband/wife.

Other ........................................................................................... . ··1·······:······ . - ..................

DOES NOT CONSIDER HE/SHE RETIRED LATE ........... .. 9 .. ..................

29

b)

Code one only

01

1 02

,,~

v.)

04

05 l Q6 024, p35

07

08

09

10

11

024, p3S

b)

Code one only

1 1 2

3

4

5 024, p35

6

7

J 8

D24, p35

DI2 a) You, said it was possible to continue working after the fixed retirement age; what were your reasons for deciding not to stay on?

a)

Code all

that apply


ICard 11 71 already had enough pension/income for • ? 01 re tI re men I ..................................................................................................... .

fed up with job/wanted a changed ................................... Q~ ...... .

would have had to do more junior/less interesting work if had stayed on ......... _ ............ P.L .. .

04 not allowed to Slay on ._ .. __ ........................................................... .

ill health os

ill health of relative/friend ............................................. ...... P.~ ..... . to spend more time with spouse/family .......................... 9.? ..... . to enjoy life while still young/fit ...................................... 2.L ... . to retire at same time as husband/wife .......................... 22 ...... . to retire at different time from husband/wife .......... !.2 ...... .

. . h 11 to give younger generation a c ance .......................................... .

Other .............................................................................................. ...... .!f ...... .

Spontaneous - never thought of staying on .................................................... !.~ ...... .

b)

Code one only

01

02

03

04

OS

06

07 D24, p3S

08

09

10

11

12

13

HAS NOT RETIRED

DJ3 IntervIewer code (See A7 and A9)

employed

k unemployed/seekIng wor

not workmg and not see kmg

DI4 NOT WORKING AND NOT SEEKING WORK

Do you expect to work agam?

0

work

Yes/hope s

No ..... _.0 . .

D/K

a) When wIll you consIder yourself to be retired?

.. .. ...

when husband/wIfe retires

If/when can't fmd another Job

when entItlement to regISter as unemployed/ unemployment benefIt ends .. .

when reach 60/6S/(state pension able

other age 00 ••••••

never /when dead/unable to wor k . . d/k, no partIcular tIme

Other

b) Ask or record

At about what age wIll you consIder yourself to be retired?

AGE

D/K .. .....

.......... ..

age) _ ...... .. . .. _ ...

.... ..... ..•.

.. ..

I

2

3

I

2

3

I ... 2

3

4

S ..... 6 . ......... 7 ..

S

I

01

~

~

-

Dl5

DI9

DI4

DI9

a)

D24, p35

DJ 5 Is there a fixed age for retirement in your current employment?

a) What is that age?

b) Is it possible for you to continue working after this age?

c) Is it possible for you to take early retiremen t?

Yes .......... .

No •...........

DK .......... .

AGE_

Yes .......... .

No .~ .•......•

DK .~ •..•.••.

Yes, but only for health reasons ... .

No .~ .... ~ .. .

DK · DI6 At what age do you expect to retire?

AGE -DI7 Interviewer check

D/K ........ ~ ..

will retire early (Age at m is less than age at [!]) ...... . will retire late (Age at m is older than age at [!]) .. . will retire at fixed age but could have continued

(b) coded I and Age at m same as Age at [!]) ......... . .. Others ............................................................................................ ~ ......... .

DI8 a) What is the minimum age at which you can retire? AGE_

b) Is there an upper age when you have to retire?

c) What is the upper age?

DI9 At what age do you expect to retire from employment (IF UNEMPLOYED ADD: I mean if you were working in your usual occupation)?

no minimum age ....... .

DK

Yes .......... . · No .. ~~~ ... . · DK •...•......

AGE_

AGE_

DK/haven't thought ..... . D20 Interviewer check

Will retire early (Age at ill is younger than Age at 0 ) .................... ; .......... . Will retire late (Age at ill is older than age at [D) ......................................... .

Others .............................................................................................................................................

32

I

2

3

•••• 1 ••••

I

2

3

I

2

3

4

•••• 1 ••••

01

I

2

3

4

..•. I ....

98

99

I

2

3

.••. I ....

•••• I. ••.

99

I

2

3

~ (a) - (c)

} Dl8

-[!]

DI6

D21

D22

D23, p34

D24, p35

(c)

} DI9

-0

} -ill

~

D20

D21

D22

D24, p35 :, n v ...... u

D21a) What are your reasons for decidIng to retire earhe than you could have done?

b) and what IS your maIn reason?

1 Card n 8 I own III health ._

III health of relatIve/friend . ___ ...

diffIculty of findIng another Job ..

WIll receive reasonable flDanclal terms to retire early or take voluntary redundancy

to spend more time with partner/family

to enJoy hfe while st1l1 young/fit

fed up with Job/want a change

to retire at same time as husband/wlfc

to retlrc at dIfferent time from husband/wife

to give younger generation a chance

Other

DOES NOT CONSIDER HE/SHE WILL RETIRE EARLY.

D22 What are your reasons for decidIng to retire later than you could have done?

b) and what IS your maIn reason?

ICard n 91 to Improve financial positIon .

enjoy Job/workmg

don't know what to do after stopplDg work

to keep fIt and actIve. . ••

have been asked by employer to stay on

to retire at same tIme as husband/wIfe

to retIre at dIfferent tlme from husband/wife .

Other

DOES NOT CONSIDER HE/SHE WILL RETIRE LATE

33

·

· ·

-

·

-

a) b)

Code Code all one

that only apply

01 01

02 02

03 03

04 04 ._- .... , OS OS ...... - D24, p3S 06 06 .. . _ . 07 07 ..

08 08 . 09 09 ..... 10 10

• - •• o-

Il 11 •• 0 •• o.

12 D24, p3S . . . ..

a) b)

Code Code all one

that only apply

I I

2 2 •• 0 ___ -

3 3 . ... . _ . 4 4 . . . .. 5 5 D24, p3S . 6 6

7 7 . ..

8 8

9 D24, p3S

G19

D23 a) You, said it was possible to continue working after the fixed retirement age; what are your reasons for deciding not to stay on?

b) and what is your main reason?

ICard n 10 I will already have enough pension/income for retirement

fed up with job/want a change ....... _ ............... _ ..................... _ · would have to do more junior/less interesting

work if stayed on ........................... _ .................................................. . · will not be allowed to stay on ...................................................... .

a)

Code all

that apply

01 .................. 02 .................

03 .................. 04 . .. _ ........... OS ill health · ..................

ill health of relative/friend ........................................................... _ 06 · ..•..•............ to spend more time with spouse/family ........................ _ ....... . 07 . ................. to enjoy life while still young and fit ..................................... . 08 · ................. to retire at same time as husband/wife ................................... . 09 . ................ to retire at different time from husband/wife ..................... . ID .................

to give younger generation a chance .......................................... . II . ................ Other 12 ..................

Spontaneous .. never thought of staying on ............................................................ . 13 .. ..................

b)

Code one only

01

02

03

04

OS

06 D24

07

08

09

ID

11

12

13

TO ALL ---024 Have you heard of the State EarnIngs Related

PensIons Scheme - SERPS - sometImes called AdditIOnal PensIOn?

Yes/think so

02S

D2!i

No

Not sure

Will you be (are you) entitled to add,t,or.al pensIon payments under SERPS (when you reach state pensIonable age)?

Yes/th tnk so

No

OK/unsure

Dc you know how the adchuonal penSIon payable under SERPS IS calculated?

Yes

No

a) How IS It calculaled? Record and probe before COdlDg (cross out answers transf erred to a precode)

Informant's answer mentlons that addItional pensIOn.

Code

all

tbat

apply

IS related to earnings

IS related to earmngs above a lower hmlt and/or below an upper limit

depends On number of contributIOns Or years person has contnbuted/belonged to the scheme

IS (l/80th/part) of earnings times number of contributions years person has contnbuted/belonged to scheme

NONE OF THE ABOVE/OK

027 Interviewer check (See C6(c),P 12)

a) Has yet to draw one Or more occupatIOnal penslon(s)(C6 c)coded2)

Others ..

b) J< now draWing at least one OCCul)atlonal pension (C6 c)codedl)

Othcrs

35

02S

2 027

2

3

4

s

028

2 (b)

n w Sce 029, P37

D30. Page 38

D28 You told me earlier that you expect to receive ..... . (NUMBER) .... occupational pension(s) from your employer (or previous employer(s».

ASK FOR EACH SCHEME

Enter No. from C6.PI2_

a) Do you know how your pension under the scheme will be calculated?

Yes ..... .

No ...... .

b) How will the pension be calculated? Record and probe fully before coding (cross out auswers trausferred to a precode)

Final pay scheme· i.e. is related to earnings in (best of) final year(s) of employment and number of years in scheme .............................................................................. .

Money Purchase Scheme • i.e. is related to amount of contributions plus their growth through investment plus interest .............. • :-- -~ -_ .. !_---_ ... I.'~.;a ... 1..I&&.If;o Ul I~I.JI~W':;:U\ ._ ••• _ ....................... ..

Other .... _ .............................................................. _ ....... .

c) What will your income from tha t pension be?

DK .......

AMOUNT __

DK ...... .

d) What period will that cover?

Enter period code _

e) Do you know: is that scheme contracted out of SERPS?

contracted out

not contracted out ....

DK .................................... .

36

I

I

2

I

~

.t.

3

9

£

1

1

2

3


I

I 1

2 2

I 1

:2 :2

3 3

9 9

£ £

I I

I I

2 2

3 3

I

I

2

I

2

j 3

9

£

I

1

1 2

3

(b)

(c)

(c)

(d)

(c)

( c)

See D29

To currently married IDformants

ONA - not currently married

029 (StIli) thlDklng of the penslon(s) you (expect/ha vel from your (prevIous) employer(s)

Enter No from C6 PI2

Ask for each scheme being or to be drawn

a) Can I check, WIll your (wlfe/ husband) receIve beneflls under that scheme If he/she outlives you?

Yes

No

OK

b) Will she/he receIve

RunnlDg

prompt

a pensIon and a lump sum

a pensIon but no lump sum

or a lump sum but no pensIon

Spontaneous - other benefIt only

OK

c) 00 you know how the pensIOn payable to her/hIm would be calcula led? Yes

No

(I) How would II be calculated? (Record then code)

as a proporllon/percentage of Informants pensIon

Other.

O/K .......

(Il) what proportIon would It be?

--

.

?

..

PROPORTION/FRACTION -C PERCENTAGE

I

I

2

3

I

2

3

4

5

I

2

I

2

3

I

37

PensIon Scheme number

I -'

I I

2 2

3 3

I I

2 2

3 3

4 4

5 5

I I

2 2

I I

2 2

3 3

1 1

0 030

I

I (b)

2

3 } 030

I

2

3

4

5

I

2

I (I i)

2

3 } 030

1

-;-0 ALL

D30 Interviewer code (see A 7)

Informant worked last week ....... .

Others

D3IA) Can you look at this card and tell me how yOU find your present job nowadays· on the whole

[ CARD 11 J I I B) Can you look at this card and tell me

how you found your last job during the year, or so before you left; on the whole:

CARD 11 III often stressful .................................................................. .

often boring ...................................................................... .

often stressful and often boring ......................... . ..

neither stressful nor boring .................................... ..

D32 Thinking of all aspects of your (present/last) job, would you say that you:

Running enjoyed your work a great deal ........................... .

prompt quite enjoyed it but not a great deal ............ .. ..

or that you didn't enjoy it at all? .................... .

D33 Now I'd like to ask about your health. Over the past 12 months would you say that on the whole your health has been:

Running

prompt

good ......................................... .

fairly good .......................... .

or not good? ...................... .

38

I I ,

I i D3JA

~ i

• D31B

I

I

2

3

4

I

I

2

3

I 1 2

3 jGREEN SCHEDULE

,

SI293 JOB AND PENSION HISTORY SCHEDULE

(YELLOW)

III

Benefit Area Address H'hld unit Pers. No.

Introduction

SERIAL NUMBER 11 11

11

11

I'd like to talk in a moment about the work you've done since you left school (or college), but first could I make a note of the dates of some events in your life that might help you to remember the stages reached and the jobs you have had.

11

11

1. INTER VIEWER CODE

::::,;::·~:-~:·~=~nl :, DA TES OF MARRIAGES

2. Have you been married once only or more than once?

CO-hab;ti •• -_ •••... __ •. _ .... - H J

Once only· ............................................. 1 f Q3

more than once· ......... _ ............... X - - - - - a) a) How many times have vou been

married altOgether1-----------------------_I ................. 1

-If informant is cohabiting, count this as a marriage

3. Ask about each marriage in turn, and enter in the grid below

a) In what month and year did your (first, second ..... ) marriage begin?

I If cohabiting ask: In what month and year I did you start living together as man and wife?

b) How did the marriage end, was it in death, divorce or separation?

If divorce followed separation, code 2. If the marriage has not ended, code 4, then (c) DNA.

c) If marriage ended in death ask: In what month and year did your husband/wife die?

If iii:iiiiage ended in divorce or separation ask: In what month and year did you stop living together finally?

A\ nilo ..... """-_ ....... 1.\ u .... ~" . ..... ,.1 ... ...-1 1_\ n ....... ..... ~a....l i1J .L..I'al.~ V'"'!iIlU VI I.1.VW f;;UU\..U ,'-, lJQ.U .. \..uu\"..u

(i f 1-3 at (b» Not

ended Month Year Month Year Death Div Sep

) st marriage I

•••• 1 •••• • ••• 1 •••• 2 3 4 •••• 1 •••• •••• 1 ••••

I 2nd marriage

I •••• 1 •••• •••• 1 •••• 2 3 4 •••• 1 •••• •••• 1 •••• J

3rd marriage I •••• 1 •••• •••• 1 ••.• 2 3 4 •••• 1 •••• •••• 1 ••••

I

4. Interviewer check Informant is male and currently married

and his wife is to be interviewed ............... .

Others ........................................•...........................................

CHILDREN'S DATES OF BIRTH

S. Ask or record

Have you ever had any children of your own? Yes ....................... ..

I INCLUDE: ~hi~dr~.n wh~. ~a~e .I~ter d.i.ed, ~, I (IncluQlng at DlrtJl 11 menuoneo)

No .......................... .

EXCLUDE: Step, foster cl adopted children

<a) How many children have you had altogether7 ________ _

6 .. Record (3.) ~ (c) fer each child, starting with the first born. Ring I at <d) if child has died

(a) (b) Sex (c) Date of birth

Child's name M F Month Year

1st Child I 2 •••• 1 •• _ •••. I ....

2nd Child I 2 .... 1 •••• ....•....

I'" Child 2 .... I •... .•.. I ....

rl..:' .... ., A.1-1 .. "U ..... UUy ... _ .• I .•.. • ... I ..•.

15th Child 2 •••• 1 •••• . ... I ....

6th Child I 2 •... I .... • ••• 1.. ••

7th Child I 2 •••• 1 •••• • ••• I •••.

8th Child I 2 .... I ..•. • ••• 1 ••••

19th Child I 2 •••• 1. •.• . ... I ....

7. Have you ever had any step children who have lived with you, or adopted children?

d) Child died

I

I

I

I

I

I

EXCLUDE: Foster children Yes ........................ .

No .......................... .

(b) How many step children who have lived with you, or adopted children have you had aitogether?

I

2

2

•••• 1 ••••

.... i.

QIO

QS

~ <a)

r Q7

(a)

Q9

8. Record (i) - (iii) for each step/adopted child, starting with the first child who started to live with the informant. Ring 1 at (d) if child has died

(i) (ii) Sex I (iii) Dol. .Ian.d livin, liv)Child with :-,----~ IrUU~ln.II"

Child's name M F Month Year died

lIst Child 2

I I, .. ChH.

• ... I .... • ••• I ••••

2 •••• 1 •••• .. .. I ....

I'" Child 2 .... I. ...

1

.. .. I ....

r\"':I~ ., A ... I "'LH ...... UH\J. "- .... I .... I .. .. I ....

9. INTER VIEWER RECORD AND CHECK FROM Q6 AND Q8

Total number of living children

Include step and adopted children

A'SK OR RECORD

10 a) 1 need to make a note of your date of birth.

Month Year 1 asked you this earlier, so may I just check, you told me it is .... (READ OUT DATE FROM A2 WHITE Schedule)

Check and record DATE _______ \ .... 1 .... \ .... 1 .... ~ b)

Month Year

b) When did you finish your eontinuous full time educa~io~?_ I I I, VAT.!:. ----1 .... 1 .... 1 .... I .... j C)

Never went to school .............. X _ c)

c) If retired (A9 WHITE coded, I) ..................................... DNA ............... X _ Qll

Month Year

In which month & year did you retire? I .... I .... I .... I .... I~ QII

d/k no particular time ............... 1 0 0 1 0 0 1 J

I I. INTERVIEW INSTR UCTION

Obtain outline of job history on Job History Outline form, then complete job and occupational pension history. (blue & pink)

~----------------------------------~

a. Period No. b. Period began C. Period ended

D CLJ CIJ Mth Yr Mth Yr

Employer No. I a) Was job in U.K7

I Yes I Yes 1.!'Io --L 1. Job No. all partly None •

a) Was this job in the U.K? 1 2 3

I J

A. WORKING AS EMPLOYEE d. If pre~nt period

nng

U a) W .. job in U.K7 a) Wasjobin.U.K7

Yes I Yes I No all t)U\lv None W- Yes I Yes I No

all partly None

1 2 3 1 2 3

I 2. Full or part time Full-time I Part-time Full-time I Part-time Full-time I I'art-time

1 2 1 2 1 2

3. OCCUPATION Job title

I I I I I I 4. Manager/foreman! Mlan·g·r I. Foreman Ernp. Man·g'r j Fomanl Ernp. Man'g'r I Foreman Ernp.

S/V StY other employee

I 2 3 1 2 3 1 2 3

5. INDUSTRY

I I I I I I 6. Number of employees 1-24 J

25 or more 1-24 1250rmore 1-24 1 25 or more at establishment

1 2 1 2 1 2

7. Date began job Mth Yr Mth Yr MIh Yr

I 1 I [~ I 1 IJ 1 1 I 8. Date left job

I I I [n (enter ()()()() if still in job) I I I 1 I IJ

9. Main reason for [J DNA [J DNA [J DNA leaving.(SHOW CARD m 1.) x X x

e. This period: ends 011 these pages ...... III continues on later pages. ~

a) Was job in U.K7 a) Was job in U.K7

W- Yes I Yes I No -L Yes I Yes I No all Dartly None all partly None

1 2 3 1 2 3

I I Full-time I Part-time Full-time I Part-time

1 2 1 2

I I I I Man'g'r I Fo;,;an Ernp. Man'g'rJ Foreman Ernp.

S/V

1 2 3 1 2 3

I I I I 1-24 I 25 or mOI1~ 1-24 I 25 or more

1 2 1 2

MIh Yr MIh Yr

I 1 I 1 I I I I 1 I 11 I· 1 I I I I I I [J DNA [J DNA

x X I

Yes No OK Yes No OK Yes No OK Yes No OK Yes No OK 10. Did employer run a pension

scheme for any employees? 1 2 3 1 2 3 1 2 3 1 2 3 1 ; 2 3

Go 10--4 Ql1 Q18 Q18 QIl Q18 Q18 Qll Q18 Q18 QIl Q18 Q18 Qll Q18 Q18

1 2 3 1 2 3 1 2 3 I 2 3 1 2 3 11. Did you belong?

GolO- Qt3 Q12 Q18 Qt3 Q12 Q18 Q\3 Q12 Q18 Q\3 Q12 Q18 Q13 QI2 Q18

Not allowed Chose not 10 Nol allowed Chose nollo Not allowed Chose nollo Not allowed Chose nollo Nol allowed Chosenollo 12. Why did you not belong?

1 2 1 2 1 2 1 2 1 2

Go 10--4 Q18 Q18 Q18 Ql8 Q18 Q18 Q18 Q18 Q18 Q18

Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr 13. Year joined scheme? (code

[J [J [J [J [J [J [J [J [J [J [J [J [J [J [J more than one only if more than one pension entitlement)

Yes Yes Yes Yrs Yes Yes Yr. Yes Yes Yrs Yes Yes Yes Yes Yes 14. For how long (did/have you [J [J [J [J [J [J [J [J [J [J [J [J [J [J [J belonged) to that scheme in

(that/your present) job?

Y N OK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N OK Y N OK Y N OK Y N DK Y N DK Y N OK Y N OK 15. Did you yourself pay

contributions? 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3

16. Outcome on leaving job or I

[J [J [J [J [J [J [J [J [J [J [J [J [J [J C] scheme/scheme takeover. (SHOWCARD 1II2) Still in job & contributing --4 99 99 99 99 99 99 99 99 99 99 99 99 99 99 99

17. Scheme No. ~ [J [J [J [J [J [J [J [J [J [J [J [--l [J [J [J --1.J

18. GO 1'0 NEXT JOBtoR GO 1'0 NEXT JOBtoR GO 1'0 NEXT JOBtoR GO 1'0 NEXT JORtoR GO 1'0 NEXT JOBtoR PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE

B. NOT WORKING I IT EDUCATION """"

a. Period No.

b'IPe~i~gi c. Period ended d. If present period e. 1b.is period:

[J CL] ring ends on these pages ........... OJ ~ continues on later pages..... 2

Mth Yr Mth Yr

1. Full-time education ......................... ~-7 3. Startofunemployment 4. End of unemployment S. Were you registered 6. Hretired 7. Was period spent Mth Yr Mth Yr as unemployed7 after start in UK7 Not working ..................................... ~ 2

Yes No DK of period Yes Y~s I No

,. U~pI.'" (i .•. -"'" -> .... 0} I I I I 1 2 3 ring all part none

0 Whole of period... 1 3-7 1 2 3 1 2 3 Part of period ....... 2 I I I I None of period ..... 3 -7 1 2 3 I .. I

I I I NEXT PERIOD OR

I P7WHITE

C. WORKING AS SELF-EMPLOYED

a. Period No.

bfe~i~gi c. Period ended d. If present period e. 1b.is period:

[J CL] ring ends on these pages ........... OJ ~ continues on later pages..... 2

Mth Yr Mth Yr

1. Job No. I a) Was job in UK7 a) Was job in UK7 a) WasjobinUK7 a) Was job in UK7 a) Wu job in UK7 I Yes Yes No I Yes Yes No I Yes Yes No I Yes Yes No I Yes Yes No

all partly none all partly none all partly none all partly none all partly none

• " ~ • " ~ 1 2 3 i 2 3 i 2 3 1 "- " 1 "- .)

2. Full or part-time Full-time I Part-time Full-time I Part-time Full-time I Part-time FuU-tinH. Part-time Full-time I Part-time

I 2 1 2 1 2 I 2 1 2


I I I I I I I I I I

4. INDUSTRY

I I 5. No. of employees

1-5 6-24 2Sor None more

I 2 3 4

6. Date began job Month Ye.

[TI 7. Date lefl job CL] (enter 0000 skill In Job)

8. Main reason for lelving job

CJ (SHOW CARD iii I)

I. Period No.

D 1. Full·time education ... 1\l--+ 6

NOI working ......... ~ 2

2. Unemployed (i.e . ..,eking work) for:

Whole of period ... [IJ!: 3 Part of period... ... 2

None of period ... 3 6

I .1 I I

1-5 6-24 2Sor None 1-5 6-24 2Sor None 1-5 6-24 2Sor more more more

1 2 3 4 1 2 3 4 1 2 3

Month Ye. Month Ye. Month Yell"

[TI CL] [TI CL] CL] [TI

CJ CJ CJ B. NOT WORKING I IT EDUCATION

3. SlUt of unemployment

Month Ye.

I I

I I

I I

d. This period:

ends on these pag ......... Ill continues on llter pages. ~

4. End of unemployrnem

Month Yell"

I J

I I

I I

5. Were you registered as unemployed?

Yes No DK

1 2 3

1 2 3

1 2 3

8OCI" •

I J I I I I None 1-5 6-24 2Sor

4

more

I 2 3

Month Ye.

[TI CL]

CJ

e. If present period ring

o 6. Was period spent

in UK?

Yes I Yes I No all part none

2 3

None

4


D rn rn Mm Yr Mm Yr

Employer No. I a) Was job in U.K?

I J-Yes I Yes I No 1. Job No. all partly None •

a) Was this job in the U.K1 I 2 3

i i


nng

QJ a) Was job in U.K? a) Was job in U.K?

Yes I Yes I .No all partly None W- Yes I Yes I No

all ~artly None

1 2 3 1 2 3

I 2. Full or part time Full-time I Part-time Full-time I Part-time Full-time J Part·time

1 2 I 2 1 2 3. OCCUPATION

Job title

I I I I I I 4. Manager/foreman! Mm·g·rl F~ Emp. Man'g'r I FsN'an Emp. MIII'g'r I Foreman Emp.

S!V other employee

I 2 3 1 2 3 1 2 3

5. INDUSTRY

I I I I I I 6. Number of employees 1-24 I at establishment

25 or more 1-24 I 25 or more 1-24 I 25 or more

1 2 1 2 1 2

7. Date began job Mlh Yr Mlh Yr Mm Yr

I I I I I I I I I I I I I I I 8. Dale left job

I I I I I I I (enter 0000 if still in job) I I I I I I I I

9. Main reason for ~ DNA n DNA n DNA . . ...... -... ~ ..... - _ .. '" " " v V leavmg.(~HUW LAKIJ 111 1.}1 LLJ LLJ LLJ

ax.'.t

e. This period: ends on these pages ...... III continues on later pages. L2J

a) Was job in U.K? a) Was job in U.K?

W- --L Yes I Yes] No Yes I Yes I No all nartlv None all partly None

1 2 3 1 2 3

I I

Full-time I Part-time Fun· time I Part·time

1 2 1 2

I I I I Man'g'r I Foreman Emp. MIII'g'r [ Fo;,;an Emp.

SN ..

1 2 3 1 2 3

f I I I 1-24 I 250rmorc 1-24 I 25 or more

1 2 1 2

Mm Yr Mlh Yr

I I I I I I I I I I I I I ., I I I I I I n DNA I.l DNA

X X L.L...J

·

Yes No OK Yes No OK Ye. No OK Ye. No OK Yes No OK 10. Did employer run a pension

scheme for any employees? 1 2 3 1 2 3 1 2 3 1 2 3 1 : 2 3

Go to -< QII Qt8 QI8 QII QI8 QI8 QII QJ8 QI8 QII Q18 Q18 QII QI8 QIR

! 2 3 ! 2 3 ! 2 3 ! 2 3 1 2 3 11. Did you belong?

Go to- QI3 QI2 QI8 QJ3 Q12 QI8 Qt3 QI2 QI8 Qt3 Q12 QI8 Qt3 Q12 QI8

NOI allowed Olose nol 10 NOI allowed Olose nol 10 Nol allowed Chose nollo Nol allowed Chosenollo NOI allowed Olose nOI 10 12. Why did you not belong? -

1 2 1 2 I 2 I 2 I 2

Go to-< QI8 Q18 Q18 QI8 Q18 Q18 Q18 QI8 Q18 Q18


11 11 11 11 r-l 11 11 11 [--I 11 11 11 r~ 11 11 more than one Of'Jy if more than one pension entitlement) W W W W W W W W W W W W W W W

Yu Yu YB YB YB YB Yu Yn YB Yu Yrs YB Yrs Yrs Yrs 14. For how long (did/have you [J [J [J [J [J [J [J [J [J [J [J [J [J [J [J belonged) to that scheme in

(thaVyour present) job?

Y N OK Y N DK Y N DK Y N OK Y N OK Y N OK Y N DK Y N OK Y N OK Y N DK Y N OK Y N OK Y N OK Y N OK Y N OK 15. Did you yourself pay

contributions? 1 2 3 1 2 3 I 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 I 2 3 1 2 3 1 2 3 1 2 3 1 2 3

16. Outcome on leaving job or

[J [J [J [J [J [J [J [J [J [J [J [J [J [J [J scheme/scheme takeover. (SHOWCARD In 2) S till in job & contributing -I 99 99 99 99 99 99 99 99 99 99 99 99 99 99 99

17. Scheme No. ~ [J [J [J [J [J [J [J [J [J [J [J [J [J [J [J 18.

GO TO NEXT JOB..oR 00 TO NEXT JOB..oR 00 TO NEXT JOB,IOR GO TO NEXT JOB..oR GO TO NEXT JOB..oR PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE

B. NOT WORKING I FT EDUCATION '""'"

a. Period No. b'lpe~i~gr

c. Period ended . d. If present period e. This period:

D CL] ring ends on these pages ........... m 0 continues on later pages .. '" 2

Mlh Yr Mlh Yr

I. Full·time education ......................... ~.7 3. Scan of unemployment 4. End of unemploymtnt S. Were you regisltftd 6. Hretired 7. Was period spent

Not working ..... ................................ 2 2 Mlh Yr Mlh Yr as unemployed? after scan in UK?

I I I I I I Yes No DK of period I Yes I:; In~ I 2. "_,1.,., (i .•. .m" ••• ~)f"IIJt I I I 1 2 3 I ring all

1 I

I I Whole of period... I 3.7 I 2 3 [!J 1 2 3 Part of period ....... 2

I I I L None of period ..... 3 -7 1 2 3 I

" I

NEXT PERIOD OR I I I I P7WHITE


a. Period No. b. Period began c. Period ended d. If present period e. This period: r--, I I I I I I rino __ ..1 ___ 6&"'___ _____ 1,1

LJ I I I I I I ····b cllm. UII UIC1iC PilgC~ •••.••••••• w I I I I 0 continues on later pages.... 2

Mlh Yr Mlh Yr

1. Job No. I a) Was job in UK7 a) Wu job in UK7 a) Was job in UK7 a) Wu job in UK? a) Was job in UK? I Yea Yea No ..1 Yes Yes No I Yes Yea No I Yes Yes No I Yes Yes No

.11 partly none all partly none all partly none all partly none .11 partly none

I 2 3 I 2 3 I 2 3 I 2 3 I 2 3 ,

I 2. Full or part.time Full·time Part·time Full·time Pan·time Full·time Pan· time Full·time Pan· time Full·time Pan· time

I 2 I 2 I 2 1 2 1 2


I I I

4. INDUSTRY


1-5 6-24 25 or None more

1 2 3 4

6. Date began job Month Year

CIJ 7. D.~ left job

CIJ (enler 0000 skill In Job)

8. Main reason for leaving job

[J (SHOW CARD iii I)

a. Period No.

D b'rn

Month Year

1. Full-time education ... rJl-. 6

Not working ......... ~ 2

2. Unemployed (i.e. see~jng work) for.

WhOleOfperiod"'[D: 3 Part of period...... 2

None of j)'!nod '.. 3 6

'.

I I I I

1-5 6-24 25 or None 1-5 6-24 25 or None 1-5 6-24 25 or more more more

1 2 3 4 I 2 3 4 1 2 3

Month Year Month Year Month Yur

CIJ DJ CIJ CIJ CIJ CIJ [J [J [J

B. NOT WORKING I FT EDUCATION

3. Start of unemploymenl

Month Year

I I

I I

I I

d. This period:

ends on these pages ...... 1Il conlinues on la~ pages. ~

4. End of unemployment Month Year

I I

J J.

I I .--_ .. __ .- -------.. -.

I I

None 1-5 6-24 25 or

4

more

1 2 3

Month Year

DJ CIJ [J

e. If presenl period ring

~ 6. Was period spent

in UK1

Yes I Yes I No ,11 part none

2 3

JOC,., •

I I

None

4

a. Period No. b. Period began C. Period ended A. WORKING AS EMPLOYEE

d. If pre~nt period nng

D CD CL] [2J Mlh Yr Mth Yr

Employer No. --+ a) Was job in U.K1 a) Was job in U.K? a) Was job in U.K7

I Yes I Ye. I No f-l- Ye. I Yes I No .--L Ye!: 1 Yes 1 No I. Job No. all partly None all partly None all ~art~ None -.

a) Was this job in the U.K? 1 2 3 1 2 3 1 2 3

I I I 2. Full or part time Full-time I Part-time Full-time I Pan-time Full-time I Part-lime

t 2 t 2 1 2 3. OCCUPATION

Job litle

I I 11 I I

4. Manager/foreman! Man'g'r I Foreman Emp. Man'g'r I FOSiVAn Emp. Man'g'r I FOSNan Emp. SN

other employee 1 2 3 1 2 3 1 2 3

5. INDUSTRY I

I I I I I I 6. Number of employees

at establishment 1-24 I 25 or more 1-24 I 25 or more 1·24 I 25 or more

1 2 1 2 1 2

7. Date began job Mth Yr Mth Yr Mth Yr

I I I I I I [~ I I I I 8. Date left job

I I I I I I [n (enter 0000 if still in job) I I I I

9. Main reason for D DNA CJ DNA

CJ DNA leaving.(SHOW CARD m I.) x x x

e. 1llis period: ends on these pages...... III continues on later pages. ~

a) Was job in U.K? a) Was job in U.K7

-L Yes I Yes I No W- Yes I Yes I No all "artl" None all partly None

t 2 3 1 2 3

~ I Full-time I Pan-time Full-time I Pan-time

t 2 1 2

I I I I Man'g'r I FOS

N'" Emp. Man'g'r I FO~Nan Emp.

t 2 3 1 2 3

I I I I 1·24 I 2~; or more 1·24 I 25 or more

1 2 1 2

Mth Yr Mth Yr

CL] I I I I I [JJ] I I I I I D DNA CJ DNA

x X I

Ye£ No DK Yes No DK Ye£ 10. Did employer run a pension

No DK Yes No DK Ye£ No DK

scheme for any employees? 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3

f--.

00 to ..... QIl Q18 Q18 QIl Q18 Q18 QIl Qltt QI8 QlI QI8 QI8 Qll Q18 QIS

i 2 ~ • 2 3 ! 2 3 ! 2 3 1 2 3 :J , Il. Did you belong?

Go to..; QI3 Q12 Q18 Q13 Q12 Q18 Q13 Q12 QI8 Q13 Q12 Q18 Q13 QI2 QI8

Not allowed Chose not to Not allowed Chose not to Not allowed Chose not to NolI allowed Chose not to Not allowed Chose not to 12. Why did you not belong? t-. --- --- -

1 2 1 2 1 2 I 2 1 2 -.

Goto- Q18 Q18 Q18 Q18 Q18 Q18 Q18 Qt8 Q18 QI8


0 0 0 0 0 0 0 0 0 0 0 II [J [J 0 more than one only if more than one pension entitlement)

Yrs Yrs Yrs Yrs Yrs Yrs YB Yn YD YI~ Yrs Yrs Yrs Yrs Yts 14. For how long (did,lhave you 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 belonged) to !hat scheme in

(that/your present) job?

Y N DK Y N DK Y N DK Y N DK YN DK Y N DK Y N DK Y N DK YN DK YN DK Y 1'1 DK YN DK Y N DK Y N DK Y N DJ{ 15. Did you yourself pay

----1---- ---contributions? 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 ! 2 3

--16. Outcome on leaving job or

I

0 0 0 0 0 0 0 0 0 0- 0 0 0 0 0 scheme/scheme takeover. (SHOWCARD ID 2) Still in job & contributing -; 99 99 99 99 99 99 99 99 99 99 99 99 99 99 99

17. Scheme No. ~ [J [J [J [J [J [J [J [J [J [J [J [J [J [J [J 18. GO TO NEXT JOB,QR GO TO NEXT JOB,QR GO 10 NEXT JOB,QR GO TO NEXT JOB,QR GO TO NEXT JOB,QR

PERIOD OR P7 WHrl"E PERIOD OR P7 Wm! B PElUOD OR P7 WHITE PERIOD OR P7 WHITE I PERIOD OR P7 WHITE

I I

B. NOT WORKING I FT EDUCATION """"

a. Period No. b'Err c. Period ended d. If present period e. This period:

[J DJ ring ends on these Pages ........... m QJ continues on later pages.... 2

Mth Yr Mth Yr

I. Full·time eduC8Iion ......................... ~.7 3. Start of unemployment 4. End of tmemployment S. Were you regist~ed 6. If retired 7. Was period spent

Not working ..................................... 2 2 Mth Yr Mth Yr u unemployed? aft~ start in UK?

I I I Yes No OK of period Yes Yes I No I 2. U,=",""' H·o. ~" .. ""'l r~[I]: I I I 1 2 3 I ring .11 part none

LE I 2 ' 3 I Whole of period ... 1 3.7 I 2 3 0 I Pan of period ....... 2

None of period ..... 3 ·7 1 2 3 I • I

NEXT PERIOD OR P7WHITE


a. Period No.

b·I"~l~gi c. Period ended d. If present period e. This period:

[J DJ ring ends on these Pages ........... m QJ continues on later pages.... 2

Mth Yr Mth Yr

I. Job No. - I .) Was job in UK? .) Was job in UK? .) Was job in UK1 .) Was job in UK? .) Was job in UK1 I Yes Yes No I Yes Yes No .--L Yes Yes No I Yes Yes No I Yes Yes No

all partly none all partly none all portly none all partly none all portly none

I 2 3 1 2 3 1 2 3 1 2 3 1 2 3

2. Full or pan.time Full·time Part·time Full·time I Part·time Full·time Part·time Full·time Part· time Full·time Part·time

1 2 1 2 1 2 1 2 1 2


!

I f

I f

I !

I !

4. INDUSTRY



1 2 3 4

6. Dale began job Month Yell"

CL] 7. Dale lefl job CL] (enter 0000 skill In job)

8. Main reason forle.ving job

[J (SHOW CARD iii I)

a. Period No.

D bEfj Monlh Yell"

I. Full-time education ... ~ 6 Not working ......... ~ 2

2. Unemployed (Le. seeking work) for:

WhOleOfperiod ... []]: 3 Part of period... . .. 2 None of period ... 3 6

.

I I I I

1-5 6-24 25 or None i-5 0-24 2Sor None .. 6-24 :Bar 1-.)

more more more

1 2 3 4 1 2 3 4 1 2 3

Monlh YeM Month Yell" Monlh Yell"

CL] CL] CL]

CIJ CL] I I I I I [J [J [J


3. S~of~m~ Monlh Yell"

I I

I I

d. This period:

ends on these pages ...... r1I continues on laler pages. ~

4. End oflmemploym .... 1 5. Were you registered Monlh Yell" as ,,"employed?

Yes No OK

I I 2 3

1 ... 3 ,. I I 1---

I 2 3

I I

None i-5 6-24 2.5 or

4

more

1 2 3

Month Yell"

CL]

I I I I

[J

e. If pres .... 1 period ring

U 6. Was period spent

in UK?

Yes I Yes I No all pll"l none

2 3

I

KlCUU

I I

None

4


D IT] rn Mlh Yr Mlh Yr


.-L 1 Yes I Yes I No I. Job No. .11 partly None •


I I


nng

~ a) Was job in U.K? a) Was job in U.K?

y"s \ Yes \ No all partly None W- Yes \ Yes \ No

all partly None

1 2 3 1 2 3

1 2. Full or part time Full·time I Pan· time Full·time I Part-time Full-time I Part-time

I 2 1 2 1 2 3. OCCUPATION

Job title

1 1 I I I 1 4. Manager/foreman! Man'g'r I Fo;,;an Ernp. Man'g'r I Foreman Ernp. Man'g'r I Foremlln Ernp.

SN SN other employee

1 2 3 1 2 3 1 2 3

5. INDUSTRY

I I I I I I 6. Number of employees

at establ i shmen! 1-24 I 25 or more 1-24 I 25 or more 1-24 \ 25 or more

1 2 1 2 1 2

7. Date began job Mm Yr Mm Yr Mm Yr

I I I I I [ I I I I CIJ 8. Date left job

[ I I (enter 0000 if still in job) I I I I I I I CIJ 9. Main reason for [J DNA [J DNA C=I DNA

leaving.(SHOW CARD III 1.) X X X

e. This period: ends on these pages ...... III continues on later pages. L.:J


~ Yea I Yes I Ne. all Dartly None W- Yes I Yes I No

all Dartly None

1 2 3 1 2 3

1 _I Full-time I Part-time Full-time I Pan·time

1 2 1 2

I I I I Man'g'r \ Foreman

SN ErnI'. Man'g'r I Fo;,;an Ernp.

1 2 3 1 2 3

I 'I I I 1-24 I 25 or more 1-24 I 25 or more

1 2 1 2

Mm Yr Mm Yr

I I I I I Ll-.-J lLltJ LJ~

CJ DNA [J DNA X X

10. Did employer run a pension Yes No DK Yes No DK Yes No DK Yes No DK Yes No DK

scheme for any employees? 1 2 3 I 2 3 I 2 3 I 2 3 I 2 3

Goto-< Ql1 Q18 QI8 Qll Q18 Q18 QIl Q18 Q18 QIl Q18 Q18 QIl Q18 QI8

1 2 3 1 2 3 I 2 3 1 2 3 1 2 3 11. Did you belong?

Goto-< QI3 Q12 QI8 Q\3 Q12 QI8 QI3 Q12 QI8 Q13 Q12 QI8 Q\3 QI2 Q18

Nol allowed Chose nollo Nol allowed Chose nollo Nol allowed Chose nollo NOI allowed Chose nollo NOI allowed Chose nollo 12. Why did you not belong? 1 2 1 2 1 2 1 2 1 2

Go 10-< Q18 QI8 Q18 QI8 Ql8 Qt8 QI8 QI8 QI8 QI8


LJ LJ [J [J r----> r----> ,------, ,------, ,------, ,------, ,------, ,---, ,-------, ,------, ,---,

more than one only if more LJ LJ LJ LJ LJ LJ LJ LJ LJ LJ LJ than one pension entitlement)

YTS YTS YTS YTS YTS YTS Yrs YTS YTS Yrs Yrs YTS YTS Yrs YTS

14. For how long (did/have you [J [J [J [J [J [J [J [J [J [J [J [J [J [J [J belonged) to that scheme in (that/your present) job?

Y N DK Y N DK Y N DK YN OK Y N OK Y N DK Y N DK Y N DK Y N OK Y N DK Y N DK Y N OK Y N DK Y N OK Y N DK 15. Did you yourself pay

contributions? I 2 3 I 2 3 I 2 3 I 2 3 I 2 3 I 2 3 1 2 3 I 2 3 I 2 3 1 2 3 I 2 3 1 2 3 1 2 3 I 2 3 1 2 3


[J [J [J [J [J [J [J [J [J [J [J [J [J [J [J scheme/scheme takeover. (SHOWCARO 111 2) Still in job & contributing -< 99 99 99 99 99 99 99 99 99 99 99 99 99 99 99

17. Scheme No. ----, 11 11 11 11 11 11 n 11 11 11 11 11 11 n n , • W W W UJ UJ LU W LU LU W LU LU LU LU W ...

18. GO TO NEXT JOB'()R GO TO NEXT JOB'()R GO TO NEXT JOB'()R GO TO NEXT JOB'()R GO TO NEXT JOB'()R PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE

B. NOT WORKING I FT EDUCATION .... ,

a. Period No. b., pe,

ri°l ~gi c. Period ended d. If present period e. This period:

[J CL] ring ends on these pages ........... ITJ ~ continues on later pages..... 2

Mth Yr .Mth Yr

I. Full· time education ......................... ~-7 3. SIJItI of unemployment 4. End of unemployment 5. Were you registered 6. If retired 7. Was period spent

Mth Yr Mth Yr as unemployed? after slJltl in UK? Not working ..................................... ~ 2 Yes No DK of period Yes Yes I No

2. Uo="o," " •. ~,"o, .orl<> f=!I]: , , , , 1 2 3 ring all part none

0 Whole of period ... 1 3-7 1 2 3 I 2 3 Part of period ....... 2

I , , , None of period ..... 3 ·7 1 2 3 !

" !

I I , , NEXT PERIOD OR P7WHITE


a. Period No.

br~i] c. Period ended d. If present period e. This period:

[J CL] ring ends on these pages ........... ITJ D continues on later pages..... 2

Mth Yr Mth Yr

\. Job No. I a) Was job in UK? a) Was job in UK1 a) Was job in UK? a) Was job in UK? a) Was job in UK? ! Yes Yes No J Yes Yes No

, Ves Ves No I Yes Yes No

, Yes Yes No

all partly nonc all partly none all partly none all partly none all partly none

1 2 3 1 2 3 1 :2 3 1 :2 3 1 2 3

2. Full or part-time Full-time I Part-time Full-time Part-time Full-time I Part-time Full-time Part-time Full-time Part-time

1 2 1 2 1 2 1 2 1 2


I , , I , I , I I ! - I

4. INDUSTRY



1 2 3 4

6. Dale began job Month Year

CIJ 7. Date left job I I I

(.ntfr 0000 skill In Job) I I I I I


0 (SHOW CARD iii I)

a. Period No.

o b·rn

Month Year

I. Full-time education .. _11l-+ 6 Not working ......... ~ 2

2. Unemployed (Le. seeking work) for.

WhOleOfperiod .. _DJ: 3 Part of period._. ... 2 None of period ... 3 6

I I L 1

1-5 6-24 25 or None 1-5 6-24 25 or None 1-5 6-24 25 or more more more

1 2 3 4 1 2 3 4 1 2 3

Month Year Month Year Month Year

CIJ CIJ CIJ I I I I I I I I I

I I I I I I I I I I I I I I I

0 0 0 B. NOT WORKiNG i FT EDUCATION

3. Start of unemployment Month Year

I I I I

I I

I I

d. This period:

ends on the .. pages._._._ fIl continues on laler pages. L2J


I I I I

I I

I I

5_ Were you registered IS unemployed7

Yes No DK

1 2 3

I 2 3

1 2 3

I I

None 1-5 6-24 25 or

4

more

1 2 3

Month Year

CIJ I i

I I I I

0

e_ If presmt period ring

~ 6. Wu period spent

in UK7 Ye. I all none

2 3

i

I

soc",'

I I

None

4

8. Period No. b. Period began C. Period ended

D I I I I I CL] Mlh Yr Mlh Yr


I -.-L ~~s I D:~~Y I N~~e l. job r~O. • a) Was this job in the U.K? 1 2 3

I I


nng

QJ a) Was job in U.K? a) Was job in U.K?

Yes I Yes J No ill pa...-tly. "None

~ ~ft j p~~y ! N~~e 1 2 3 1 2 3

I 2. Full or part time Full-lime I Part· time Full-time I Part-time Full-time I Part-time

1 2 1 2 1 2 3. OCCUPATION

lob title

I I I I I I 4. Manager/foreman! Man'g'r' Foman Emp. Man'g'r I Foreman Ernp. Man'g'r I Foreman Ernp.

SN Sf'L other employee

1 2 3 1 2 3 1 2 3

5. INDUSTRY

I I I I I I 6. Number of employees 1-24 I 25 or more 1-24 I 25 or more 1-24 I 25 or more

at establishment 1 2 1 2 1 2

-.. Daie began job Mth Yr Mth Yr .. .I.L v_ I. JYlUI 11

I I I I I I I I I I I I I I I 8. Date left job

I I I I I I I I ,J (enter 0000 if still in job) I , I , , 9. Main reason for CJ DNA [J DNA D DNA

leaving.(SHOW CARD III 1.) X X X

"'''''' ,

e. This period: ends on these pages ...... III continues on later pages. L2J


W-r LL Yes I Yes I No Yes I Yes I No an Dartiv None an Dartiy None

I I 1 2 3 1 2 3

I Full-time I Part-time Full-time I Part-time

1 2 1 2

t I I I Man'g'r-, Fo;;an Emp. Man'g'T I Foremlll Emp.

SIY_

1 2 3 1 2 3

I I I I 1-24 I 25 or more 1-24 I 25 or more

1 2 1 2

••• L It 1v1ih Yr MUl

I I I I I I I I I I

I , [ , I L I , I

D DNA CJ DNA X X

j

B. NOT WORKING I FT EDUCATION .....

a. Period No. b'EE:r c. Period ended d. If present period e. This period:

[J CL] ring ends I:ln these pages ........... W QJ continues on later pages.... 2

Mth Yr Mth Yr

I. Full·time education ......................... [CJ=::-7 3. Start of unemploymenl 4. End of unemployment S. Were you Rgisteml 6. Hrdired 7. Was period spent

Not working ..................................... 2 2 Mth Yr Mth Yr is unemployed7 after start in UK7 Yes No DK of period Yes Yes, No

2. u~.o,., (i ............ , '''fa I I I I 1 2 3 ring all plrl none

8 Whole of period ... 1 3-7 1 2 3 I 2 3 PIrl of period ....... :2 I I I I None of period ......3 -7 I 2 3 I

'" I

I I I I NEXT PERIOD OR

P1WHITE

C. WORKING AS SELF·EMPLOYIW

a. Period No.

b·IP,~l~gi c. Period ended d. If present period e. This period:

[J CL] ring ends on these pages._ ......... W D continues on later pages..... 2

Mth Yr Mth Yr

I. Job No. t a) Was job in UK7 a) 'Was job in UK1 a) Was job:in UK7 a) Wu job in UK7 a) Wu job in UK7 I Yes Yes No ,L Yes Yes No i Yes Yes No .1 Yes Yes No I Yes Yes No

all partly none all pII1ly none all pII1ly none all pII1ly I\OIM, all par1ly none

1 2 3 1 2 3 1 2 3 1 2 3 1 2 3

2. Full or part-time Full-time I PIrl-time Full-time I PIrl-time Full-time PIrl-time Full-time Part-time Full-time PIrl-time

1 2 1 2 1 2 1 2 I 2


L I I I :1

I I I I I I ,

4. INDUSTRY

I I I I I I 5. No. of employees

1-5 6-24 25 or None 1-5 6-24 25 or None 1-5 6-24 25 or None 1-5 6-24 25 or more more more more

1 2 3 4 1 2 3 4 1 2 3 4 1 2 3

6. Dale began job Month Year Month Year Month Year Month Year

CL] CL] CL] CL] 7. Date left job CL] CL] I I I CL] (.nl.r 0000 skill In Job)

I I


0 0 0 0 (SHOW CARD iii I)


a. Period No. b. Period began o rn Month Year

I. Full-time education .. _11l-+ 6

Not working ~ 2 .........

2. Unemployed (Le. seeking work) for. _. ""' ........ 0} ] Part of period._. ... 2 None of period ... 3 6

'0':'-0 M [J Yrs Mths Wks

3. Start of unemploymenl Month Year

I I

I I

I I

d. This period:

ends on these pages._._._ fIl continues on laler pages. L2J


I I

I I

I I

5_ Were you regislered IS unemploved7 .

Yes No DK

1 2 3

1 2 3

1 2 3

I I

None 1-5 6-24 25 or

4

more

1 2 3

Month Year

CL]

I I I I

0

e_ If presenl period ring

o 6. Was period spent

in UK7

Yes I Yes I No all part none

1 2 3

I

soc",'

I I

None

4

s. Period No. b. Period began c. Period ended

D rn Mlh Yr

CL] Mlh Yr

Employer No. • a) Was job in U.K?

I Yes I Yes I NO .-L I. Job No. ~

aii partiy None


I I


nng

~ a) Was job in U.K? a) Was job in U.K?

Yes ! Yes all vartlv I :O~e W- Yes I Yes J No

all oartlv None

1 2 3 1 2 3

I 2. Full or pal i time Full·time I Part-lime Full-time I Part-lime Full·lime I Part-time

I 2 1 2 1 2


I I I I I I

4. Manager/foreman/ Man'g'r I Fo;,;an Emp. Man'g'r I Foreman Emp. Man'g'r I FOf;an Emp. S/V

other employee 1 2 3 1 2 3 1 2 3

5. INDUSTRY

I I I I I I 6. Number of employees 1-24 I 25 or more 1-24 I 25 or IdOrc \-24 I 25 or more

at establishment 1 2 1 2 1 2

7. Date began job Mih v_ Mt.l-a Yr HLh Yr l[

I I I I I I 11 I I I I I I I 8. Date left job

I I I I I I (enter 0000 if still in job) I I I I lLl I I 9. Main reason for W DNA CJ DNA

CJ DNA Icaving.(SHOW CARD I1I 1.) X X X

e. This period: ends on these pages ...... III continues on later pages. L..:J

a) WasjobinU.K7 a) Was job in U.K7

~ Yes I Yes I No W- Yes I Yes I No all partly None all pan1v None

1 2 3 1 2 3

I I Full·time I Part-time Full-time I Part· time

1 2 1 2

I l I I Man'g'rt Foreman Emp. Man'gr I Foreman Emp.

SI'L S/V

1 2 3 1 2 3

•

I I I I 1-24 I 25 or more 1-24 I 25 or more

1 2 1 2

Milt Yr Milt Yr

I I I I I [I I I I I I ~ I I I I I I I [J DNA CJ DNA

X X

10. Did employer run a pension Yes No DK Yes No DK Yes No DK Yes No DK Yes No DK

scheme for any employees? 1 2 3 1 2 3 I 2 3 I 2 3 1 2 3

Go 10-1 QII QI8 QI8 QII QI8 QI8 QII QI8 QI8 QII QI8 QI8 QII QI8 Q18

I 2 3 I 2 3 1 2 3 I 2 3 1 2 . :3 11. Did you belong?

Go 10-1 Q13 Q12 QI8 Q13 QI2 QI8 Q13 Q12 QI8 Q13 Q12 QI8 Q13 Q12 QI8

NOI allowed Chose nollo Nol allowed Chose nollO Nol allowed Chose nollo Nol allowed Chose 110110 Nol allowed Chose nollo 12. Why did you not belong? I 2 I 2 I 2 I 2 I 2

Go 10 -I QI8 QI8 QI8 Q18 Q18 Q18 Q18 Q18 QI8 QI8

Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr 13. Year jOined scheme? (code ,.---, ,.---, r-o r-o r-o ,.---, r-o ,...--, ,.---, ,...--, ,.---, ,.---, r-o ,...--, ,.---,

more than one only if more LJ LJ LJ LJ LJ LJ LJ LJLJ LJ LJ LJ LJ LJ LJ than one pension entitlement)

Yrs Yrs Yrs Yu Yrs Yrs Yrs Yu Yrs Yrs Yu Yrs Yrs Yu Yrs 14. For how long (didlhave you 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 belonged) to that scheme in

(thaI/your present) job?

Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK Y N DK 15. Did you yourself pay

contributions? 123 I 2 3 I 2 3 I 2 3 1 2 3 1 2 3 I 2 3 I 2 3 I 2 3 I 2 3 I 2 3 1 2 3 I 2 3 1 2 3 I 2 3


0 0 0 0 0 0 0 0 0 0' 0 0 0 0 0 scheme/scheme takeover. (SHOWCARD III 2) Still in job & contributing -I 99 99 99 99 99 99 99 99 99 99 99 99 99 99 99

17. Scheme No. --, 11 11 11 11 11 11 11 11 11 11 11 11 11 11 11 , W UJ W W LU LU UJ W W W W LU LU UJ UJ

18. GO TO NEXT JOBftJR GO TO NEXT JOBftJR GO TO NEXT JOBftJR GO TO NEXT JOBftJR GO TO NEXT JOBftJR PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOD OR P7 WHITE

PRIV ATE PENSION HISTORY

I.Do you contribute, or have you ever contributed, to a private Yes ....... Q2 pension scheme - like a self-employed pension scheme - a section 226 scheme - or a personal pension scheme, which provides an No ....... 2 RETURN TO

WHITE CI5 pI8

annuity around the time you retire?

3. Scheme No.

Ring in chronological order

01

02

03

04

4.

a) PCiiod I No.

(Enter from Job History) b) Tvpe of Period I If working

D

D

D

D

Working Not working

I---~---! Employed I Self

empl'd

2 3

2 3

2 3

2 3

c) Job No.

D

D

D

D

DNA ...... X_5

Full Part Time Time

2

2

2

2

5.

a) When did you first make contributions under that scheme?

Mth Yr a)

I b) Did you buy your

pension with one large lump sum or by a series of contributions?

one only ................. I more than one .... 2

a) Mth Yr

b) Did you buy your pension with one large lump sum or by a series of contributions?

one only .. u ............. 1 more than one .... 2

a) Mth Yr

b) Did you buy your pension with one large lump sum or by a series of contributions?

one only ................. 1 more than one .... 2

a) Mthh Yr

b) Did you buy your pension with onc large lump sum or by a series of contributions?

onc only ................. I more tha n onc .... 2

PRIVATE PENSION HISTORY

2. To how many private pensions schemes have you ever contributed ?

ENTER NUMBER __ .. ~I •••• 1 •••• ~ QJ

6

What is the position now? (PROMPT CARD III 3)

7

When did you first draw the pension?

Mth Yr

b)

When did you last pay a con tri bution"1

Drawing pension " I -I ,till conlributinl or cm!,. on= contribution

I ~ ~rex~~~~~me

I . I . C 15, p 18 Next scheme or

needed .............•......•..... 2- WHITE C15 pIS

cashed in ................. 3

righ ts frozen ........ 4

lost rights ................ 5

·Mth Yr

Drawing pension .. 1 -

,till contributinl or I I

only one contribution Next ac.heme or needed ........•................. 2 - WHITE C15 pIS

cashed in ._ .............. 3

rights frozen ........ 4

lost rights ................ 5

Mth Yr

Next scheme ~ or WHITE

CIS, piS

Mth Yr

I ~1th Yi

ID~awing. p~ .. ion .. 1-1 I 1 I ~ ~'''~H~~~m' I,ml con.ncu<lng or '---'-_L--'-_ C 15, pi 8 only on. contribution needed ..•....................... 2-

cashed in ................. 3


lost rights .............. ,,:;

Drawing pension .. 1--

.till c.ontributing or only one contribution need.d .......................... 2--

cashed in ................. 3


lost rights ................ 5 ,

Next echeme or WHITE C15 pIS

Mth Yr

I I

Next .cheme or WHITE Cl6 piS

1 J

Mth Yr

I I

Next scheme .. or WHITE

C15, pl8

Mth Yr

I I I ! I I

,

8 At time of last contribution

(Enter from Job History)

Period Job or Not No No - work-

ing

3

3

DD 3

I I I ! I

~wl I I 3

7 Reason stopped making contributions

(PROMPT. CARD III 4)

couldn't afford I needed money .... I

enough contributions ....... 2

scheme closed ..... 3

other (specify) .... 4

couldn't afford/ needed money .... I



couldn't afford( needed money .... I




couldn't afford( needed money .... I




-I Return 10 WHITE eIS, pIS

Retirement and Retirement Plans

(GREEN)

HEALTH, SUPPORT, INCOME

Area Address

IV

Benefit H'hld Unit Pers. No.

L--JI 1-----L1---LI11L---L1-----L1---LJ11L-----I1-----L1J....----I1 I DJ DJ

HEALTH SIFT QUESTIONS

I pull out flap I Health is one of the things which may affect peoples retirement decisions and circum· ·stances. So can you tell me whether you have any of the following difficulties due to a long term health problem or disability, either physical or mental?

Complete sift questions SI - S2S before following directions on flap, if indicated at S2S

SI. Difficulty walking for a quarter of a mile on the level.

S2. Great difficulty walking up or down stairs.

S3. Falling or having great difficulty keeping your balance

S4. Difficulty bending down and straightening up even when you are holding on to something.

ss. Difficulty using your arms to reach and stretch for things.

S6. Great difficulty holding, gripping or turning things.

S7. Difficulty recognISIng a friend across the road even with glasses or contact lenses, if you wear them.

S8. Difficulty reading ordinary newspaper print even with glasses or contact lenses, if you wear them.

S9. Difficulty hearing someone talk in a quiet room.

S10. Great difficulty following a conversation if there is background noise - for example a T.Y ~ radio or children playing.

SI I. Loss of control of bladder.

2

Yes _._ ..

No_

Yes . __ _

No _ ...

Yes __ ...

No _._ ..•

Yes ... _ .. .

No _ ...... .

Yes ....... .

No ........ .

Yes ... _.

No __

Yes ....... .

No ........ .

Yes _._

No _._

Yes __ _

No __

Yes _._ .. . No ....... . .

Yes ...... _

No ....... .

PERSON NO.

I ,

I I

2 2

I I ~

2 2

I I

2 2

1 1

2 2

I I

2 2

1 1

2 2

I 1

2 2

1 1

2 2

I 1

2 2

I I

2 2

1 1

2 2

RING FLAP K

RING FLAP K

RING FLAP K

RING FLAP K

RING FLAP L

RING FLAP M

RING FLAP N

RING FLAP N

RING FLAP 0

RING FLAP 0

RING FLAP P

lIO you have any of the following difficulties, dlsabilllles or health problems

SI2. Loss of control of bowels

S13. A fit or convulsion in the past two years

S14. DiffIculty being understood by people

SIS. Difficulty understandmg what others say and mean.

S16. Severe depressIOn or anxiety

S17. Difficulty gelling on With people so that family, hfe, work or leisure IS severly affected

S18. Frequently getting confused

S19. Mental handicap or other severe learnmg difficulties

520. Mentlll Illness or phobias which hmlt your duly actiVIties

521. In the last 12 months have you seen a psychiatrist or other speclahst because of a mental, nervous or emotional problem

S22. Severe difflculhes With eahng, dnnking or digestion which hmits your dally activities

S23. A scar, blemish or deformity which hmlts your duly activities

524. GettlDg outside the house or garden without help

S2S. Interviewer check

At least one of quesllons SI - S24 coded I (Ves)

All quesllons coded 2 (No) 3

Ves

No

Ves

No

Ves

No .. _.

Ves •.

No

Ves

No

Ves

No

Ves

No

Ves .. .

·

.

·

No ..... _ ·

Ves

No

Ves ... .

No ..... -

-Ves .. _

No _._ .-.

Ves _

No .. __ -

Ves .. . No ..

PER50N NO

I I

I I

2 2

I 1

2 2

I I

2 2

1 I

2 2

I I

2 2

I I

2 2

1 I

2 2

I I

2 2

I I

2 2

1 I

2 2

1 1

2 2

I 1

2 2

1 1

2 2

1 1

2 2

RING LAP P F

RING LAP T F

RING FLAP U

RING FLAP U

RING FLAP V

RING FLAP V

RING FLAP V

RING FLAP V

RING FLAP V

RING FLAP V

RING FLAP W

RING FLAP X

S2S

RING FLAP Y

SECTION F p26

G'j 9

E HEALTH AND DISABILITY

LOCOMOTION

El Can you walk a quarter of a mile without stopping or severe discomfort?

Ye S .... _ ... _ ....

E2 Can you walk at all?

E3 What is the furthest you can walk on you own without stopping and without severe discomfort?

No

s Ye

No

-_ ... --

-_ .. -. __ ... _-

Prompt

and code

first that

applies

At least 200 yards ____ _ ----yards -few

Less than 200 yards but at least 50

Less than 50 yards but more than a steps? _ __. __ . _ _ .-......... _. Only a few steps? ...... - ..... _ ...

E4 Do you have great difficulty walking up or down steps or stairs? Ye s ...............

N 0 __ ._ •••• ___

E5 Can you walk up and down one step on your own? Ye s ---

N 0_ •• ___ •

E6 Can you walk up and down a flight of 12 stairs on you own:

r a rest -Prompt

and code

fint that

applies

without holding on and without stopping fo

by holding on but without stopping for a re

only by holding on and stopping for a rest

st

or not at all ____________ _

E7 Can I check, do you walk up and down steps in a normal manner or do you have to take one step at a time or go sideways or anything like that?

._----

Manages steps normally _

Does not manage normall

_ ... _--y .-..... _-

PERSON NO.

, I

I I

2 2

I I

2 2

I I

2 2

3 3

4 4

I I

2 2

I I

2 2

I I

2 2

3 3

4 4

I I

2 2

E4

E2

E3

EI6 page 6

E4

EI6 page 6

E5

E8

E6

EI6 page 6

} E7

E8

} Ea

El Do you suffer from falls or have great difficulty in keepIng your balance? ---Yes _

No '" -----

E9 In the past 12 months have you ever lost your balance and fallen? Yes. ."

No_ . . -.---EJO How many times have you fallen HI the past

12 months? Has faHen; - 2 times =-:

3 - II times _

12 or more times

Ell Do you need to hold on to somethmg to keep your balance

=~e~=

.. _-.. --

.. - -...

all the hme _._ --

only occasIonally

or not at all

El2 Do you have dIffIculty bendlDg down and stralghtenmg up agalD even if you hold on?

E13 Can you bend down far enough to touch your knees and straighten up again, holdIng on If "'."",.,.0:1 rv?

........... ;;1;;1 .... I

Yes

Yes

No

EI4 Can you bend down and PIck somethIng up from the floor and straIghten up agam. hold 109 on If necessary?

"--"-.. --

.. -.

... _ ...

--- -.-..

.. ..

.- .

Yes _ -_.

EIS Can you bend down to sweep something up WIth a dustpan and brush and straighten up agun. hold 109 on If necessary?

.

Yes. ---No ... ... -_ .. _ ..

PERSON NO

I I

I I

2 2

I I

2 2

I I

2 2

3 3

I I

~ ~ .L .L

3 3

4 4

I I

2 2

I I

2 2

I I

2 2

I I

2 2

E9

EI2

EIO

Ell

I } Ell

EI6 page 6

EI6 page 6

. }..,

l

EI3

EI6

EI4

EI6 page 6

EIS

EI6 pase 6

} EI6 page 6

EI6 Has thc difficulty you ha vc with (walking/stcps and stairs/balancc/falls/bcnding) rcstrictcd your daily activitics at all?

E17 About whcn did it first rcstrict your daily activities?

Whcn first restricted activities

Ell About whcn did you first have this/thesc difficulties?

Sincc birth

When first had difficulty

Since birth

Yes ... __ ........ No -

•

PERSON NO.

• •

I I

2 2

Yr Yr

• •

I I

Yr Yr

• •

I I

EI7

EIS

}

Go to flap chcck

}

Go to flap check

KEACHING AND STR1ETCHING

EI9 Can you stretch both arms above your head at the sam,= time to reach for somethtng above you? Yes

No. _ .. --

Yt.K~U'" ,,<v

, I

Go to I I flap chec:k

2 2 E20

PERSON NO

Right Left

E20 Using your (RIGHT/LEFT] arm, ho'''' difficult IS I.t for you to do the follow 109

Please c;hoose your answer from this card

IShOW card IV~

I) Hold! your arm out in front of you to sbake hands with someone? ..... .

2) HoM your arm out to the sIde and put It Into the sle,:ve of a Jacket?

3) Put your hand up to your head to put a hat on? ..... _ ........ .

4) Put your hand behtnd your back to tuck In a blouse/shut? _ .. _._ .. __ _

5) Put your band above your head to reach somethang albove you? _" _._

I-..J ~ U -u.. u.. -0 I-0 Z

I

I

I

I

I

I-..J ~

IIol U I- ..J - I-..J u.. ..J c:Q u.. ~ - - ~ u '" 0 U - '" -u.. 0 I- u.. u.. ~ u.. - 0 -Q - Z Q

2 3 I 2

2 3 I 2

2 3 I 2

2 3 I 2

2 3 I 2

E21 Hlas the difficulty you have with reachtng and st.retchlng restric:ted your dally acUvllles at all?

El2 About when didl It first restnct your dally activities?

Wben first restricted activities

El3 About when did you farst have this/these dlfficultaes?

Sance birth

When first bad difficulty

SlDce birth

IIol ..J c:Q -'" '" 0

~ -3

3

3

3

3

Yes

No

Right Left

I- I-..J ..J ~ ~ U IIol U IIol - I- ..J ii: I- ..J u.. ..J ..J u.. c:Q u.. c:Q - ~ - ~ en 0 U '" 0 U - '" - '" I- u.. 0 I- u.. 0

u.. ~ u.. "" 0 - 0 - ~ Z Q - Z Q -I 2 3 I 2 3

I 2 3 I 2 3

I 2 3 I 2 3

I 2 3 I 2 3

I 2 3 I 2 3 E21

PERSON NO

I

-- I

- 2

Yr

,

I

Yr

,

I

I

I

2

Yr

I

I

Yr

I

I

E22

El3

}

Go to flap chec:k

}

Go to £lap' cbec:k

HOLDING GRIPPING AND TURNING

E24 Do you have great difficulty holding, gripping or turning things?

E2S a) Can you pick up a small object like a safety pin with both you r right and left hand?

b) Can you pick up and carry a pint of milk with both your right and left hand?

c) Can you tie a bow in laces or string without difficulty?

E26 Can you pick up and hold a mug of coffee or tea with either your right or your left hand?

E27 Can you turn a tip or the control knobs of a cooker with either your right or your left hand?

E2K a) Can you pick up and carry a pint of milk with either your right or left hand?

b) Can you squeeze the water from a sponge with either your right or left hand?

E29 Can you pick up a small object like a safety pin with either your right or left hand?

E30 a) Can you pick up and pour from a full kettle without difficulty?

b) Can you serve food from a pan with a , spoon or ladle eithout difficulty?

E31 a) Can you unscrew the lid of a coffee jar without difficulty?

b) Can you use a pen or pencil without difliculty?

8

Yes

No

s .. -.. _-Ye

No _0_._-Yes

No

. Yes

No .......... _ ...

Yes ... _--No

Yes -No '_0_-

•.•.....•..•... Yes

No ........ -._-_.

Yes

No

s Ye

No

s Ye

No

..... _ ........ .-._ ................

s Ye

No -

s .. Ye

No ---_. s ... -.......... Ye

No ....................

, ,

I I

2 2

I I

2 2

I I

2 2

1 I

2 2

1 I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

1 I

2 2

I I

2 2

.

~

E2S

Go to nap check

b)

E26

c)

E26

Go to nap check

E26

E27

E36 page 9

E2K

E36 page 9

b)

E36 page 9

E29

E36 page 9

E30

E36 page 9

b)

E36 page 9

E31

E36 page 9

b)

E36 page 9

E32

E36 page 9

\ .• ' U :i:.

E32 Can you pick up and carry a Sib bag of potatoes with eIther your right or left hand?

E33 a) Can you use SCIssors wIthout dlfrlculty?

b) Can you wring out washlDg I1ght washlDg wl\hout dirficulty?

E34 Can you pIck up and hold a mug or coffee or tea wIth both your right and your lert hand? --

E3S a) Can you turn a tap or the control knobs of a cooker wIth both your right and left hand?

b) Can you squeeze water rrom a sponge wllh both your right and left hand?

E36 Has the difficulty you have with holdIng, grlpplDg and turnlDg restucted your dally achVl\es at al\?

E37 About when dId 11 rlrst restrict your dally actlvllles?

When first restricted activities

E311 About when dId you first have thIs/these dIfficulties?

SlDce buth


Since birth

Yes .. - -0 •••

No. ___ . __

Y es .... .. No .

Y es ___ .0.

No --_ ..

Yes -No _____ .

Yes _._Oh .. _ No. 0_-' ..

Yes .-_ ... . .. No __ ._ ... _ ...

Yes .--_ .. -No .... . ..

PERSON NO

I I

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

Yr Yr

I I

I I

Yr Yr

I •

I I

E33

E36

b)

E36

E34

E36

E35

E36

b)

E36

E37

E38

}

Go to nap cheek

}

Go to nap eheck

SEEING

E39 a) Do you have difficulty seeing to read ordinary newspaper print- wearing glasses or contact lenses, if you wear them?

b) Can you see well enough to recognise a friend across the road (wearing glasses/lenses)?

E40 Interviewer check

es __ y

N 0. __

es ........... Y

N 0 •..•.... _ ••

39a) coded I 'yes' or 39b) coded 2 'No' (Has seeing probl em) --Others (No seeing problem) ___ . _____ . _____ _ ---Add 'wearing glasses/lenses' to all questions if applicable I

E41 Can J check, in a room during day time can you see enough to tell by the light where the windows are?

E42 Can you see the shape of the furniture in this room?

E43 Can you see well enough to recognize a friend if you get close to his or her face?

E44 Can you see well enough to recognize a friend who is an arms length away?

E4S Can you see well enough to read a newspaper

headline?

E46 Can you see well enough to read a large print book?

E47 Can you see well enough to recognize a friend across the room?

E4g Has the difficulty you have with seeing, restricted your daily activites at a111

E49 About when did it first restrict your daily activities?


ESO About when did you first have this/these difficulties?

Since birth


Since birth

10

Y es .......... No _ .. _ .......

Y es ._ ..... No ___

Y es ..... -..... No .............

Y es .......... No .............

Yes •......... No ... __ .....

Y es .......... No .............

Yes ... _ ..... No .... _ .. _ ...

Yes ----No._. __ •.

.I'.t.K::'UN NU.

~ i

I I

2 2

1 1

2 2

I I

2 2

I I

2 2

I I

2 2

I 1

2 2

1 I

2 2

I 1

2 2

I 1

2 2

1 1

2 2

I I

2 2

Yr Yr

I ~~

I I

Yr Yr

I I

1 1

E41

Go to nap check

E42

E4g

E43

E48

E44

E48

E4S

E48

E46

E48

E47

E48

E49

ESO

}

Go to flap check

}

Go to flnp check

HEARING

ESt Do you wear a hearing lid at all1

ES2 a) Do you have great difficulty heanng a conversation agalDst background nOise, for example, a TV, radio or children playing (weanng your heanng aid)?

es Y

N 0

es

--- -_ .. . -......... Y

N 0 ___ • ___ •

es _. __ ...... b) Do you have difficulty heanng someone talking to Y you in I qUiet room (wearing your hearing Bid)? No ___ .

ES3 Interviewer check

ES2 a) or b) coded t 'Yes' (Has difficulty)

ES2 a) and b) coded 2 'No' (No difficulty)

ES4 Can I check, can you hear sounds at all (weanng your heanng lid)?

ESS Can you follow a TV programme With the volume turned up (WITH AID)?

ES6 Can you hear some one talklDg ID a loud VOice in a qUiet room without difficulty (WITH AID)?

ES7 Can you bear a doorbell, alarm clock or telephone bell (WITH AID)?

ES8 Call you use an ordlDary telephone (WITH AID)?

E59 Can you follow a TV programme at a volume others flOd acceptable (WITH AID)?

E60 Has tbe difficulty you have With heanng, restricted your daily activities, at all?

E61 About when did it first restnct your dally acuvlles?


E62 About when did you first have this/these difficulties?

Since birth


SlDce bIrth

--------.............. --- ..

Y es ... -... _ ... No .. _ .... __ .. _

Y es --_ .... _. No __ .0_ .. _

Y es . _. . _ ..... No ........

Y es ... __ .... -No_. ____

Y es ----No. __ . __ . __

Y es ........... 0

No .... __ ........

Y es --No

PERSON NO

, ,

t I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

Yr Yr

I ,

I I

Yr Yr

J I

I I

} E52

} E53

ES4

Go to flap check

E55

E60

ES6

E60

E57

E60

E58

E60

ES9

E60

} E60

E61

E62

}

Go to nap cbeck

}

Go to nap chcck

CONTROL OF BLADDER AND BOWELS

PERSON NO.

£63 Can I check, do you use any sort of device to manage either your bladder or bowels? I I

Yes· bladder device only I I £66

Yes· bowels device only 2 2 E64

Yes • devices for both_ 3 3 E69

Neither 4 4 E64

E64 Do you ever lose control of your bladder? Yes ...... _ .. _ ... I I £65

No 2 2 E66

Has no voluntary control --- 3 3

E6S Do you lose control over your bladder:

Code first at least once every 24 hours __ . _______ .. I I

that less than every 24 hrs but at least once a week __ 2 2

applies less than once a week but at least twice a month __ 3 3 £66

less than twice a month but at least once a month .. _ 4 4

less than once a month _ S S


Informant wears device to control bowels (E64 coded 2 or 3) I I E69 Others . __ ._. ___ . __ .. __ . __ . __ . __ . __ . __ . ___ .... __ .. ____ .. _ 2 2 E67

£67 Do you ever lose control of your bowels? Yes ................ I I £68

No 2 2 } E69

Has no voluntary control 3 3

E68 Do you lose control of your bowels:

Code lirst at least once every 24 hours -- I I

that less than every 24 hrs but at less once a week __ 2 2

applies less than once a week but at least twice a month __ 3 3 E69

less than twice a month but at least once a month __ 4 4

less than once a month ______ -_ ... _-_. S S


Has problem with bladder -E63 coded I or 3. or E64 coded I or 3 ______ _

-} ----Has problem with bowels • E63 coded 2 or 3. or E67 coded I or 3 _________ _ --_ ....

No problem ______________________________________ _ .-....... -- .

E70 Has the difficulty you have wIth your bladder/bowels restricted your daily activllcs at all?

E71 About when dId It fust restnct your dally actIvities?


En About when dId you fust have thIs/these dIffIcultIes?

Since birth

When fint had difficulty

Since birth

13

Yes _________

No ______

PERSON NO

I I

I I

2 2

I I

2 2

Yr Yr

I I

I I

Yr Yr

I ,

I I

~ E70

Go to flap check

E71

En

}

Go to flap check

}

Go to flap check

FITS AND CONVULSIONS

E73 Have you had a fit or convulsion in the past 2 years?

E74 About how many fits or convulsions have you had in the last 12 months?

Enter n

None

E7S When you have a fit or convulsion do you usually lose cODsiousness completely?

E76 At what time of day do the fits usually ace

Code all during the night ___ _

Yes ---No ..... _. ___

umber of fits

Yes ... -........... No .. __ ._.

ur?

.... -_ .. -........•• --...................... that

apply

early in the morning .. _.---_._-_._--_. during the day _'_' ___ "'_ ........................................................ .. evenings _ .. __ . __ . ___ ...... . ........................... -...........................

E77 Do you usually get a 'warning' before a fit or convulsion?

E78 Have the fits or convulsions restricted your daily activities, at a117

E79 About when did it first restrict your daily activities?

When first restrict ed activities

no About when did you first have this/these difficulties?

When first h

Since birth

ad difficulty

Since birth

Yes ................. No. ___

Yes ................. No ..................

..

..

PERSON NO .

...l. I

I I

2 2

_1- _1-.

0 0

I I

2 2

I I

2 2

3 3

4 4

I I

2 2

I I

2 2

Yr Yr

I I

I I

Yr Yr

...1 I

I I

E74

Go to flap check

E7S Go to flap check

} E76

E77

} E78

E79

E80

}

Go to flap check

}

Go to flap check

COMMUNICA TION

ESt Do other people have any diCflculty understandtng you?

EXCLUDE difficulties due to poor Enghsh

E82 How difficult IS It for people who know you well to understand you Is It

Yes . __ . __

No ___ ._. ·

ICard IV 21 Not dlff ICUit a tall _____ . __ ._ .. _ ..... ___ .. ______ ....

QUite difficult

very difficult

er llnposslble

E83 How difficult IS It for strangers to understand you Is it.

· ·

ICard IV 21 Not difficult at all ____ ... _ .. _ .. __ . ______ . __ .... .. · QUite difficult

'U"." A.rr.~nl. ""'''I \,1 ............. 1. ._ •••••• __ •

or ImpOSSible

E84 Do you have difficulty understandtng what other people say Or what they mean?

EXCLUDE difficulties due to poor Enghsh

E8S How difficult IS It for you to understand people you know very. well Is It

ICard IV 21 Not difficult at all _ ...

..

Yes ......... . .. No ._ •.... _._. -

Quite difficult .. _._ ..... _ ....... _ ... __ .... __ .. _. _____ .. __ .. . .. very difficult .. ____ ._. ____ . __ ._ .. _ .. __ ._ .....• __ .. _

Oi impossible __________ , __ _

ES6 How difficult IS It for you to understand strangers Is It

....

ICard IV 2\ Not difficult at all . _______ . __ ... ____ _

QUite difficult . ____ ._. ________ ._._. ____ ._. ___ ._ ... ..

or ImpOSSible

15

Pr-K:'UN NU

...L ...L

I I

2 2

I I

2 2

3 3

4 4

I I

2 2

3 3

4 4

I I

2 2

I I

2 2

3 3

4 4

I I

2 2

3 3

ES2

ES4

} E83

ES4

f

E87 page 16

E85

E87 page 16

} E86

1 ES7 J page 16

E87

EB7 Has the difficulty you have with understanding/ being understood restricted your daily activities at al17

EBB About wheD did it/they first restrict your daily activities?

WheD first restricted activities

EB9 About wheD did you first have' this/these difficulties?

Since birth

WheD first had difficulty

Since birth

Y es

No

PERSON NO .

.~ . 1

1 1

2 2

Yr Yr

I I

1 1

Yr Yr

I I

1 1

EBB

EB9

}

Go to Clap check

}

Go to Clap check

BEHAVIOUR

E90 Do you suffer from severe depressIon or anxIety wh,ch affects your daily actIvItIes?

E91 Do you have d,ff,culty getting on wIth people so that It affects your family hf e. work or leIsure?

£92 Do you frequently get confused about what day or lime it is or where you or people are?

E93 Do you have a mental handicap Or other severe learnlDg difficulties?

E94 Do you have a mental IlInes or suffer from phobIas, paOlcs Or other nervous dIsorders wh,ch affect your dally activItIes?

E95 In the last 12 months have you seen a psychIatrist or other specialist because of a mental, nervous or emotIonal problem?

-... o 0 Yes

No ___ ... 0 •••

_,0' '0_"_ Yes

No ---

Yes

No

Yes

No

Yes

No

Yes

No -

- ....... 0.

.. eO ••••

-

..... _ ...... . -.0'

- .... -

-

PERSON NO

I I

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

E96

E91

E96

E92

E96

E93

E96

E94

E96

E95

E96

Go to flap check

SELF COMPLETION QUESTIONNAIRE

E96

1. Do you find it difficult to stir yourself to do things?

2. Do you often feel hostile or aggresive towards other people?

3. Do you ever get so upset that you hit other people?

4. Do you find relationships with lIIembers of your family very difficult?

s. Do you sometimes sit for hours doing nothing?

6. Do you often have an outburst of temper at other people for very little cause?

7. Do you find relationships with people outside your family very difficult?

8. Do you ever get so upset that you injure yourself?

9. Do you ever get so upset that you break or rip up things?

10. Do you feel the need to have someone with you all the time?

PERSON NO. D Please tick

Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

D D

SELF COMPLETION QUESTIONNAIRE

E96

I. Do you find it difficult to stir yourself to do things?

2. Do you often feel hostile or aggresive towards other people?

3. Do you ever get so upset that you hit other people?

4. Do you find relationships with members of your family very difficult?

S. Do you sometimes sit for hours doing nothing?

6. Do you often have aD outburst of temper at other people for very little cause?

7. Do you find relationships with people outside your family very difficult?

8. Do you ever get so upset that you injure yourself?

9. Do you ever get so upset that you break or. rip up things?

10. Do you feel the need to have someone with you all the time?

PERSON NO. 0 Please tick

Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

D D Yes No

Yes No

D D Yes No

D D Yes No

D D

E97 Do you often forget what you are supposed to be dOing in the middle of somethmg?

E9S Do you often lose track of what's being sud In the middle of a conversauon7

E99 Can you think clearly, or do your thoughts tend to be muddled or slow?

Can think clearly

Yes

No

Yes

---_.- ...

.. - . . ..

No -----

-_ .. thoughts muddled and slow ---_.--

EIOO Do you often get confused about what lime of day 11 ls7

EIOl Can you watch a TV programme lastmg about half an hour all the way through?

a) Could you tell someone else what the programme was about?

EI02 If a neighbour came to the door with a message for someone else could you remember the message and pass it on correctly?

EI03 Do you often forget to turn thmgs off such as fires, cookers or taps?

EI04 Do you often forget the names of people in your family or friends whom you see regularly?

EI05 Do you have difficulty reading?

a) Could you read a short newspaper article?

Yes

No

Yes ..... _---No _ ............

Yes .

No . __ ....... Yes -No --_. __ .

Yes .. - ... No .... ..

Yes _u ___ •

No ---

----Yes

No _._.-

_ ... _ .. Yes

No _ .. _-

PERSON NO

I I

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

} E9S

} E99

} EIOO

} EI01

a)

EI02

} EI02

} EI03

} EI04

} EI05

a)

EI06

} EI06

EI06 Do you have difficulty writing?

a) Could you write a short letter to someone without help?

EI07 Do you have difficulty with sums and calculations?

a) Could you count well enough to handle money?

EIOII Does the [mental/nervous/emotional problem] limit your daily activities. at all?

EI09 About when did it first restrict your daily acti vi tics?


EllO About when did you first have this/these difficulties?

Since birth

When first had difficul ty

Since birth

Y CS

No_

Yes

No

Y es

No

Yes ... _--No

Yes

No

PERSON NO.

I I

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

Yr Yr

~ i

I I

Yr Yr

I i

I I

a)

EI07

} EI07

a)

EIOII

} EI08

EI09

EllO

}

Go to flap check

}

Go to nap check

EIII Do you suffer from severe d,ff,cult,es wIth eating, dnnking or digestion?

a) Do these d,ff,cult,es severely arrect your ab,lity to lead a normal IIfc?

EI12 About when did it first affect your abIlity to Icad a normal IIfc?

Whcn first affcctcd normal life

Elll About whcn did you first have th,s/these d,rr,cultics?

S,ncc barth

Whcn first had difficulty

Y es

No -- .~ ..

Y es _ ... .--. No "-- .-.

~

.. SIDCC bIrth ..

EI14 Do you ha vc a scar, blcmlsh or dcformlty whIch limits your dally actlvltlcs?

a) Docs It affcct your abIlity to Icad a normal IIfc?

EllS About whcn dId It farst affcct your abIlity to Icad a normal IIfc?

When first affected normal life

EII6 About when did you fust have th,s/thcse dIfficultIes?

S,nce buth

Whcn rirst had dirficulty

SlDce birth

Ycs ...... No _______

Yes ----No ______

---

~

...

PERSON NO

1 1

I I

2 2

I I

2 2

Yr Yr

.1 I

I I

Yr Yr

I I

I I

I I

2 2

I I

2 2

Yr Yr

1 .J.

I I

Yr Yr

1 -'.

I I

a)

EII4

EII2

EII3

} EII4

} EI14

a)

EI17

EllS

Eii6

} EII7

}EII7

INDEPENDENCE

EII7 a) Do you have difficulty managing any of the following daily activities?

Prompt list

I. Feeding yourself including cutting up food? ___________ _

2. Getting to or using the toilet on your own? ______ ... ___ .. ___ .

3. Getting in and out of bed on your own? ____________ _

4. Getting in and out of a chair on your own? __________ _

S. Washing your hands and face? __ _

6. Dressing and undressing yourself? .. _.

7. Washing yourself all over? ____ . ___ ._ ..

8. Going outside the house and garden on your own? ________ _

a) Has

difficulty

Yes No

I 2

I 2

I 2

I 2

I 2

I 2

I 2

I 2

PERSON NO.

c) a) c) Needs Has Needs help difficulty help

Yes No Yes No Yes No

I 2 I 2 I 2

I 2 I 2 I 2

1 2 I 2 I 2

I 2 I 2 I 2

I 2 I 2 I 2

I 2 I 2 I 2

I 2 I 2 I 2

I 2 I 2 I 2

PERSON NO.

b) Interviewer check Difficulty <at least one item coded

No difficulty <all items coded 2 at

c) For each item coded I 'Ycs' (has difficulty) at a)

Do you need help ( .......... )? [omit 'on your 0

Code fint 'Ycs' that applies, then 10 to EII8

EII8 About when did you first have this/these difficulties?

When fint had difficulty

Since birth

24

I at a».

a» __ ..

wn1

I

I

2

Yr

I

1

I

2

Yr

I

1

c)

EJl9

EI19 INTERVIEWER CHECK

Informant IS retired (WHITE A9 code I) ..... _

Others _ ...

EI20 Can I check did you have (any of) the (disabIlity /Ies/health problem(s» you mentIoned before you retired?

Yes ____ ._.

No _._ .. _._

(a) Old it/any of them have anythmg to do WIth your retiring when you dId or not?

Yes _. __ _

No _ ... _ "_'_

EI21 Old/has (any of) ~he dlsablllty( Ics)/health problems) mentIoned ever help(ed) to make you

lose or gIve up a Job and become unemployed?._ ..

change your Job for a less well paId onc? ._ ... _ . __

have difficulty gettmg a Job?_ .... _ ..... .

lose pay because you had to take time off work or work short hours? .

Yes

I

I

I

I

EI22 HAS DIFFICULTIES WITH DAILY ACTIVITIES (E117 b) - I)

DNA ...... X

Does anyone regularly help you With everyday actiVities like bathmg, dressmg or gettmg about?

Yes

No _ ..... _ ... _

Needs no help _. a) Who usually helps you?

Code

all

that

apply

Spouse .. _____ .. ______ . ___ . ____ _

Son/daughter or brother/sIster in household _

Other member of household _____ .. __ .... _

Son/daughter not In household ___ .... ___ .. __ .

Other relatIve/friend/neIghbour "' __ ' ...... __ _

Health or SocIal ServIces personnel

Other (Specify)

25

I

PERSON NO.

I ~~

I I

2 2

I I

2 2

I I

2 2

PERSON NO

~ EI20

EI21

a)

EI22

} EI21

2

No Yes

.2 I

2 I

2 I

2 I

PERSON NO

I I

-- - -- -- - --

I I

2 2

3 3

I I

2 2

3 3

4 4

5 5

6 6

7 7

No

2

2

EI22 2

2

Section F next page

a)

} Section F next page

Section F next page

't' D 1

F. HELP GIVEN AND RECEIVED

Looking after others may also effect peoples retirement decisions and circumstances.

FJ. May I check, is there anyone living with you who is sick, handicapped or elderly whom you look after or give special help to (- for example, a lick or handicapped (or elderly) relative/ husband/wife/friend etc)?

Person I .

yes ___ _

No __

Other (spcciCy)

Person 2 .•

F2. Do you look after or help one sick, handicapped or elderly person living with you, or is it more than onc?

F3. And how about people not living with you, do you provide some regular service or help for any sick, handicapped or elderly relative, friend or neighbour not living with you?

F4. Do you look after or help one sick. handicapped or elderly person living elsewhere, or is it more than one?

Intcrvicwer check

ENTER NO._

Yes ___ ... _.

No .. _._._

ENTER NO._

FS Looking after sick, handicapped or elderly person (FI or F3 coded 1) ____________ . ____ . X

Not looking after anyone (FI coded 2 or 3 and F3 coded 2) _. Y

.

--

PERSON NO.

I I

I I

2 2

3 3

. . . . . .

I I

2 2

. . . . . .

- - --X- --- - -- y --

.

.

--

F2

F4

FS

FS

F6

FJ2 p28

F6 Who is it you look after or help?

I Ask about up to 2 dependanul

Code relationship to inforDlRnt for

Spouse ____ . ___ . _ ._

Own/adopted/step child ....

Foster child DependAiits living with informanu Parent -----. __ ... _ ..... _.- ---then dependanu Parent-in-la w living elsewhere

-_._-_ .. -._--_ ..... Other relative

Friend or neighbour .

If informant is a} Chent of voluntary organisatIOn voluntary worker

Other

h' dependaDt

I

2

3

4

5

6

7

8

9

I

PERSON NO

2nd h' 2nd dependant dependant dependant

I I I

2 2 2

3 3 3

4 4 4

5 5 5

6 6 6

7 7 7

8 8 8

9 9 9

F7. When did you fust start looking after (any of IClther of) them?

Year--.-IL-~ __ ~ __ -L __ -L __ ~ __ ~ __ ~~

Fa. Interviewer check

Has retued (WHITE A9 coded J p3) _ ... _

Others

HAS RETIRED

F9. Old the need to look after (either of /any of) them have anythlDg to do with your retlnng when you did?

FIO. Old you retue earlier or later than you would have done If you hadn't had to look after them?

No __

earlier __

later _ ..

PERSON NO

I I

I J F9

2 2 FII

, I , • FIO

2 2 ~ FII

I I

2 2

TO ALL WHO LOOK AFTER SOMEONE

FII Did/has looking after them ever help(ed) to make you:

lose or give up a job and become unemp

change your job for a less well paid one

have difficulty getting a job? __ ,_

Yes

loyed?_ 1

?---- I

. I

lose pay because you had to take time 0 ff work or work short hours? _______ _

FI2. Have you ever in the past looked after someone (else) who was handicapped, elderly or suffering from long term illness?

FI3 <a> When did you fi rst start looking after them?

If more than one, code for first person informant looked after

(b> When did you stop looking after them?

If more than one, code for last person informant looked after

F14. Interviewer check

Has retired (WHITE A9

Others _____ _

HAS RETIRED

FIS. Did the need to look after (either of/any of) them have anything to do with your retiring when you did?

F16. Did you retire earlier or later than you would have done if you hadn't had to look after them?

. I

Yes_

No ___

Year_

Year_

coded I p3) __

Yes_

No_._

earlier ......

laler _._ ...

PERSON NO.

No Yes No

2 I 2

2 I 2

2 I 2

2 I 2

I I FI3

2 2 F18

I , (b)

, i

I I FIS

2 2 FI7

I I FI6

2 2 FI7

I I } FI7

2 2

, ,

TO ALL WHO HAVE LOOKED AFTER SOMEONE IN THE PAST

FI7. Old looklnl after them ever help to make you.

lose or live up a job and become unemployed? .....

chanle your job for a less well paid one? __ ._ ... _

have dJfficulty leUJnl a job? ________ .. __

lose pay because you had to take time off work or work short hours?__ _ __ ._. _ ._ ...... .

Yes

I

I

I

I

PERSON NO.

No Yes

2 I

2 I

2 I

2 I

I'd like to ask you next about everyday klDds of help you may lIve or recleve

But can I check first

Fl&. HAS CHILDREN (lDcludlDl step/adopted children) (See Q9 YELLOW)

DNA No c hlldren

You have .. (NUMBER) .. chIldren, IS that fll ht?

ENTER NO OF CHILDREN

F19. Does (any of them/he/she) live near here?

F20. Rinl code 1. If applicable otherwise ask:

How far away does (the nearest/he/she) live?

es Y

N 0

---_. ---

IN THE SAME HOUSEHOL D .. -Next door or In same prope rty .. -One mile or less a wa y _. Up to 5 miles away ___ . . Up to 10 miles away -_. Up to 2S miles away --_.-Up to SO mIles away

Up to 100 miles away __ _ . More than 100 miles away --_ ... Don't know where child Iiv es ....

0 F22

I

I

2

I

2

3

4

S

6

7

8

9

0

No

2

2

2

2

F21. How often do you usually see (any of them/him /her) nowadays

Code

first

that

applies

Everday/at least 4 times a week _____ _

At least once I week _ ....... __ ..... _._. ____ _

At least once a month ........... _ .. _._ ... ____ .. .

At least once every three months .. ___ _

At least once a year ....................................... _ .. _ .... _ .... .

Less than once I year .. _________ _

Never __

F22. Are your mother and father still alive?

I include adoptive/step parents I Yes both alive _______ _

Mother alive, father dead _ .. _ .. . --Father alive, mother dead .. _ ...... _ - --Both dead __ .. ___ .... _ . .. D/K about father, mother alive ..

D/K about mother, father alive

....... _--_. ....... _ .. -.--_ .. _ .. _-

D/K about either ................................ _ _. __ ... -..

F23. Do they (does he/she) live near you? Yes _ -No ...... .. --

F24 Ring Code J if appropriate, otherwise ask:

How Car away do they live?

IN THE SAME HOU SEHOLD ..... __ .... Next door or in same property -Onc mile or less awa

Up to 5 miles away

Up to 10 miles away

Up to 25 miles away

Up to 50 miles away

Up to lOO miles aWl

More than lOO miles

y

_. y

away

Don't know ~ pa renU

If parents live. separately code the nearest

-

.--_.-

live _ ...

I

2

3

4·

5

6

7

Person no

I

I I

2 2

3 3

4 4

5 5

6 6

7 ",

J J

2 2

I I

2 2

3 3

4 4

5 S

6 6

7 7

8 8

9 9

0 0

F23

F26

it- F23

F26

F25. How often do you usually· see (either of your parents) (your mother/father) nowadays?

Everday/at least 4 times a week

Code first

that applies

At least once. we ek --_._-----At least once a mo nth ---- -A t least once ever y three months ___

ar ________ ._ ... _ A t least once a ye

Less than once a y

Never

F26. Have you any brotbers or sisters or other rclatlves whom you sce at least once a year?

ear

Yes

.

_._------No _

F27. Nowadays (do you/does eIther of you) regularly or frequently do any of the thlDgs on this card for

Individual

Prompt

,

I Show card IV 31

your chlld(ren)(lDclude step and adopted chIldren»

your parents

any other rclatlvcs

anyone else

DNA

ChIldren Parents

.- X X

I I

I I

2 2

3 3

4 4

S S

6 6

7 7

I I

2 2

Other relallves

X

I GIVlDg lifts ID your car (If you hav e one) . - -_ .. . ._- ------Shopping _ ... __ .. _. __ ... _____ _ 2 2 2 ---_. -ProVldlDg or cookIng meals _ 3 3 3

LooklDg after chlldrcn __ . ___ _ 4 4 4 ---Helping wIth money ._. __ . ___ _ S S S -Wasbing, lfonlDg or cleanlDg . ___ . __ 6 6 6 .. o_ou_._. ----- -- .-_.----Helping to sort out paperwork-like

flDanclal or Icgal affairS ___ . __ 7 7 __ 7 ••• _ ... 0 _____ • ----DecoratlDg, gardening or house repai rs 8 8 8 _ .. 0 .... 0_.- ._--- ----_.-AnythlDg clse 9 9 9

.0 .... -. 0_-.-- .. ---.- _.--- _00 ..........

No to all ........ 00 ____ 0 I I I

Anyone else

X

I . .. ... . -2 ._---3 _.0 .. -4 ---_ .. S _ .. _-- ... 6 ..... _ ..

7 ... - ... _ .. 8 ... _.0 .. '" 9 .......... . . I

F2B. Nowadays do you regularly or frequently receive help with any of the things on this card from any of the following people?

Individual

Prompt

I Show card IV 41

(a) your child(ren)(include step and adopted Children»

(b) your parents

(c) any other relatives

(d) anyone else

DNA

Giving lifts in their car _____ . __ _

2 2 2 2 Shopping ._ ...... __ ......... _. __ ...... _ _ ___ .. __ . __ ... _ .. __ ... ___ ... ___ ... __ .. ____ .... _ ...................... .

3 3 3 3 Providing or cooking meals _________ . __ . ________ ........ _._._ ........... _ .. _ .... _ ... _ ..

Helping with money ____ S _ • ...1.... .... __ :!.. ___ ....... ~ ... _ .. _ Washing, ironing or cleaning __ . ___ ._._ .. __ 6 _.....!... ____ .~._ .. _ .......... ~_._ Helping to sort Qut paperwork·like

financial or legal affairs _. _____ ......... __ .,_....:7_-+ 7 7 7 ,......::........- .. _---_ .. _._-_.--D · d' h' 8 8 8 8 ecorahng, gar enlDg or ouse repalfs _ ....... _ ... _ .... _ ...... ____ ..... ____ ... _ .. __ ... _ ................... _.

Anything else ............................ _ ... ____ ....................... __ ....... _ ... 2 .... __ ._. __ 2 .. _ ......... __ .2_ ................. 2 ......... . No to all ................... _ ... _.

HAS CHILDREN

F29. Is (any of) your child(ren) currently receiving full Or part·time education?

F30. In the last 3 months, that is since __ ~ have you paid fees or maintenance for any educational courses, at any level but excluding leisure classes for (any of) your chid(ren)?

F31. Do you expect to ha vc to pa y fees or maintenance for educational courses for (any of) your child(ren) in the future?

F32. In what year do you expect to stop paying?

32

has DNA no C hildren -Yes

No .

............. __ ...... ----

Don' t know -

Yes

No_ -'

--Yes

No _

Don 't know

Year

.

_.

I

X . . . I

2

3

I

2

I

2

3

.... I ....

. ~

l-

~

~

Section G opposite

F30

F31

F32

F31

F32

Section G opposite

Section G opposite

INCOME

Retirement often involves bIg changes In peoples flDanclal Circumstances So we are askIng people approachlDg retirement and people who have retired what their {Inanclal circumstances are and what changes they expect or have expenenced

GI INTERVIEWER CODE

Code employment ltatus last week (See Employment A7 and AIO on WHITE pase 2)

EMPLOYED LAST WEEK (A7 coded I)

(even if considen lelf retired)

- employee ---------------- self-employed -_ ..... _._ .. _._ .... _-_._.-._.

UNEMPLOYED LAST WEEK (A 7 coded 2)

- never worked _. . ....... .

- employee ID most recent Job .. _ .. _

- self-employed In most recent job ___ _

ECONOMlCALL Y INACTIVE (A 7 coded 3 or .c)

- others

(REFUSED WHOLE INCOME SECTION) ___ _

ENTER PERSON NO

I I

1 I

2 2

3 3

4 4

5 5

6 6

7 7

G2

G21 page 40

G24 page 41

G2

G21 page 40

G24 page 41

END INTERVIEW

EARNINGS FROM WORK AS AN EMPLOYEE (including unemployed persons)

G2 On what date were you last paid a wage or salary?

G3 INTERVIEWER CODE

Day

Month

Year

Unemployed., and date at G2 is more than 3 months ago .

Others .. -..... '-0_._-G4 How long a period did your last A week _ .... "_" .... "._

wage/salary cover? Calendar month -.-_. Other (Specify)

PERSON NO. B .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..

PERSON NO. o .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..

GS INTERVIEWER CODE Day Month Year

Ca> Interviewer record today's date .. I I i

(b) Is date at G2 within ~~~~~R: ~!. ~~). oC today's date? Yes ." ....... __ .

No _ ....... __ .. X

G6 You haven't received any pay Cor the last (ANSWER AT G4) Is this because ..

you will collect the pay at some future date or be given back pay ___

Running prompt you are receiving only statutory sick pay

Crom your employer

or will you receive no pay from your employer Cor that period? (Explain) " , .

PERSON NO. B .... .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..

PERSON NO. 0.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..

G7 INTERVIEWER CODE

If inCormant received only statutory sick pay collect details of statutory sick pay at Gs 8-16 ..... " ......... "" ............... ".X

34

Iper. No Iper . .No I

I I I I I I I I I I I

I I

I I

1 1 .[~24 p41

2 2 G4

I I

S S GS

3 3

- - ...... (b)

Person No.

I I

I I G8

.. .. .. .. - .......... G6

2 2 G8

3 3 G7

4 4 G8

- .. .. .. -- ...... - G8

G8 What was your wage or salary. including any overtime. bonus. commission. tips or tax refund but after all deductions, the last time you were paid?

I Consult pay slip I

G9 How much income tax was deducted under PAYE from your last wage/salary?

, Nothing _._

GIO May I just check. did that wage/salary include a refund Yes of income tax?

..... _--No .. _-_ ....

<a> How much was the refund?

GII Do you usually pay any tax? Yes . __ .... No ._._ ........

G12 Now much was deducted for your National Insurance contribution?

Nothing __ 0.

G13 How much. if anything. was deducted for pension/superannuation contributions (including any Additional Voluntary Contributions)?

Nothing .......

<a> of that amount how much if anything was for Additional Voluntary Contributions?

Nothing _

<b)' And how much if anything, of the Additional Voluntary Contributions were free standing Voluntary Contributions?

Nothing .. __

Gl4 What other deductionps, if any. were there from your wage/salary?

Nothing .......

36

...... uu "u.

I

So p

I

, 0

I

2

So p

I

1

2

So p

• 0

So p

• 0

So P

• 0

So p

I

0

So p

• 0

"~UDD "'D.

,

So P

I

I

0

I

2

£ P

I

1

2

So P

I

0

£ p

I

0

So P

I

0

£ 'p

I

0

£ p

I

0

TAKE

HOME PAY

I

G12 11

GI0

<a>

011

012

G13 III

G13

<a> IV

GI4

<b>

014

V

G15 What was your Bross pay last time, before any deductions were made?

If tal[ reCund at GIO(a} check included in GROSS PAY (as well as in Take - Home pay).

G16 INTERVIEWER CODE

Ca) Interviewer record total of boxes 1- V ..

(b) Is the total you have recorded the same as GROSS PAY Yes __

No_

(i) Recheck amounts with iuformant an either amend, so that asrees

(or, if can't make asree, explain) ... __ .

PERSON NO. D . PERSON NO D ..

G17 INTERVIEWER CODE: PAY SLIP CODE

Pay slip for correct datc cOllSulted _._. _____ ..

Pay slip Cor difCerent date consulted and used to estImate last time's pay ... __ . __ .. _

No pay slip used to estimate last time's pay _ ...

If pay slip consulted (a) Was It consulted by intervIewer?

Yes_

No __ ._.

Person

£

£

I

x

Y

x

Y

2

3

1

2

No Person No

I

p £ P GROSS

PAY

I I

p £ P , I

x G17

Y (i)

x

Y

I

2

3 G18

} G18 1

2

GII Your take-home pay last time was _ (see G8). Is this the amount you usually receive (prior to statutory sick pay)?

Yes __

No __

G19 How much do you usually receive. including overtime. bonus. commission. or tips. each time you are paid _

Person No.

£

1

I

2

p

Person No.

£

1

I

2

p

G20

G\9

If no asual amount give average

after all deductions? -----~--.J..-lI-+_--L-L~ ~~~ 1 USUAL

I PAY and before al1 deductions? --·"~ __ .J.....J1_+ __ 1.._.1-'-4 GROSS

<a) How often are you usual\y paid?

Weekly ____ _

Calendar monthly _ Other (Specify) _ .. _

(b) May I just check. why was it that your . pay last time was different from usual?

It included advancc holiday pay

1

S

3

.... working days (Specify) ___ 01

1

S

3

.... working days (Specify) __ ._ ... ____ . __ .. _ ......... _ .. 01

It included a tax refund _____ ,

It included Statutory Sick Pay _

Absent due to sickness/injury - no Statutory Sick Pay included _

Unusual amount of overtime _

Other (Specify) _. ___ ._. ___ ._.

PERSON NO. ...1 ---,1,---,1 ............. .

PERSON NO. 1-1 ~I'--..JI ............. .

02 02

03 03

04 04

os os

06 06

} ~)

G20 Do you ever get an occasional addition to pay, such as a Chnstmas or quarterly bonus or an occasional comm.ss.on, including any you may have told me about already?

Ca) What payments of th.s klDd have you had .n the last 12 months?

Iltemise below I

PERSON NO 0 (.) (11)

D .. cnptloa Wbat ... the to,aI amount 70U ncea""""i'ia" aD the 1 .. , l! ~

£

PERSON NO I I I (.) (11)

Deec:nptIOD Wbal .... lb. Iola! :mcur.t 70U r=="ea ID tbe !!!!..!! ~

£

39

(ill)

Yes

No

OFF

FI

11 thltI amount

bcf~"1 oik! I DK

OFF

Fl

(Ill)

la thIo ..... ual

Wo," after DK I",,' lax!

USE

F2

Person No.

I •

I I

2 2

(IV)

Ca)

G24

You &old me your usual ta.lr..·home pay .. £.. • • • How much (Bonual ColDIIUMion). if anJ la mcJuded lD thIo,

£ p . in uaual pay .

I

NOD. laduded I

I X I USE

F2

(IV) Yo" told .... your WlU" taJr..-honM pay .. £.. •• How much {Bonua! Cornau-loDj, if &DJ' i.I mcluc:ieci an ' .... T

Non. lndud.d £ I p ID uaual pay

!

X

X

X

Go to G24 Page 41

EAIlNINGS FROM SELF-EMPLOYMENT (Including umemployed persons self-employed in most recent job)

G21 How much Det profit did you make, in the most recent 12 months for which you have figures, from your share of the business or profession - that is, after deducting all expenses and wages but before deducting income tax, your NI contribution, or money drawn for your own use?

I NCLUDE: any profit left Nothing/made a loss __ iD business Cor reinvestmeDt

Don't know

G21. Altcrnativc Q. Cor mail-ordcr agcnts, baby sittcrs, ctc:

Person No. £ How much did you

I I 11 G2l

earn <beCore tax)

: during the last 12 months?

<a> What arc the dlltes of the 12 months to which these figurcs relate?

Beginning

Ending

G22 Do you rcgularly draw sums of money from the business Cor your own use?

Yes ---No -

(a~ How much on average do you usually take out?

<b) How often do you usually Weekly ................................ draw money out?

Calendar monthly ._

Other <Specify) __ p,-N·El·· . . . . . . . . . . . . . . . . . . . . Person No. • .. . . . . . . . . . . . . . . . . . . . . (c) After deducting the amount you withdrew and

other expenses, how much profit did your share _ of the business yield in the most recent 12 months for which you have figures?

(d) What arc the dates of the 12 months to which thcse figures relate? Beginning

Ending

Person No.

£

2

3

Mth Yr

1 I

I 1

I

2

£

I

S

3

£

Mth Yr

1 i

I 1

Person No.

£

2

3

Mth Yr

I I

1 _I

I

2

£

I

S

3

£

Mth Yr

I I

I 1

<a)

G23

G22

<a) - (d)

G23

G23 Do you pay a National Insurance contributions?

(a) Do you pay Just the flat rate contrIbutIon (Class 2) or do you also pay a profIts related contributIon (Class 4)'

Yes

No

Flat rate only

Flal rale and profIts related.

Don'l know

(i) How much was the last (profIts related) contribution (Class 4) you paId? _______ _

(ii) How long a penod dId thIS cover'

Weekly

Calendar monthly ....

Other (Specify)

EARNINGS FROM SECOND/OCCASIONAL JOBS

G24 Do you earn any money (from a second job). from odd Jobs or from work that you do from lime to tIme (apart from your maID Job)?

Yes Prompt as necessary, lOCI. babysitting. mall order agent. pools agent

(a) What IS It that you do (and what does the fITm you work for make or do)?

No

Record job desCription (& industry. if appropriate)

Person No

Person No

(b) In this job are you an empioyee

or self-employed? (Incl. babysittcr, mall order /poo\s agent) _. __ .... _.

Person ::R Person

G2S (You told me you had a second Job last week) Is that a Job you do

regularly each week

or from time to tIme?

Other (SpecIfy) .

41

Person no.

I

\

2

1

2

I 3

£ p

Person

I

1

2

I

2

3

DO

(a)

G24

G24

} (1)-(11)

£ p I I------L.J..-f-----'-'-I,

5

3

2

2

3

2

3

5

3

2

2

3

2

3

} G2'

(a)&(b)

G30 page 44

l See G26

IJ

717

Person nO. Person no.

G26 INTERVIEWER CODE I I

Employee iD second job regnlarly eacb week _. ______ ._. _____ I I G27

Employee in seeond/occasional job !!!! regularly eacb week __ ._. __ ._. __ ----- 2 2 G28

Self-employed in second/occasional job or DK if self-employed _ .. ___ . ___ ... __ ...... 3 3 G28

G27 To employees working regularly eacb week Day I I

} (.Ho) On wbat date were you last

Month I I

paid a wage or sa lary? Year I I

£ p £ p Ca) What was your wage or salary, including any

I I I I

overtime, bonus, commission or tips, but after alt deductions, the last time you were paid?

(b) How long a perij)d did this cover?

A week _ .. ___ ._. ____ I I

Calendar month _. __ S 5

Other (Specify) ._ .... _ .• __ 3 3

. - . . . ~ . . . . . . . . ..

(c) What deductions, if any, were made from this pay before you received it?

I Itemise below and give amounts I None ........... _ ... _ 0 0

Person D No.

£ p

I I I I I I I I I I

Person D No.

I

I £ p £ p GROSS

If deductions not known, give Gross Pay I , I , PAY

42

G21 To employees not working regularly each ... eek, to self -<:mployed, and to DK If self -<:mployed

How long have you been carDing money from this job?

G29A

G29B

If less than 12 months (Codes 1-4) SlDce you started dOIng this Job

If 12 months or more (Code S) In the last 12 months

Less than 3 months _ ... _. __ . ___ _

3 months - less than 6 months

6 months - less than 9 months

9 mon ths - less tha n 12 mon ths __

12 months or more .... _____ _

how much have you earned from this work, after deductlDg all business expenses, but before deductlDg IDcome tax, NI contributions, or money drawn for your own us le?

L..-----04' l

Nothon8, no profit

Don't know ......... _ ... .

Person No

I I

2 2 G29A

3 3

4 4

S S G29B

£ £

I 2 2

3 3

G30 ST ATE BENEFITS

Now I am going to State Benefits show

ask about each n on this card.

IShOW Card IVS I Ask about (a) - (f)

Are you at present

(a) Child Benefit?

(i) How much (per week)

in turn

receiving

is this?

eived If child benefit rec

(H) As well as do you rece one-parent b

child benefit ive the enefit?

(Hi) How much (per week)

is this?

(b) Family Credit 0 Income Supplem

r Family ent?


is this?

(c) N.I. Retirement or Old Age pen


pension sion?

is this?

of the

Yes .. _

No _ ..

Yes ....

No ....

•

Yes ....

No ....

•

Yes ..•.

No ....

-

Person no. Person no.

I I

I I Hi)

2 2 (b)

£ p £ p

I I I I

(ii)

I I (Hi)

2 2 (b)

£ p £ p

I I I I (b)

I I (i)

2 2 (c)

£ p £ p

I I I I (c)

I I (i)

2 2 (d)

£ p £ p

I I I I

(d)

Person no Person no.

, , (d) Income Support or

Yes_. I I (i) Supplementary benefit?

No _ 2 2 (e)

(i) How much IS thIs? £. P £. p

(per week)

I I I , (e)

<e) N.L Sickness Benefit (Not Employer's Statutory Yes _. 1 1 (i) sick pay)?

No _ 2 2 (f) -

(i) How much IS thiS? £. p £. p

(per week) I , I, (f)

(f) Unemployment Benefit? Yes 1 I (i)

No _. 2 2 G31

(i) How much is thiS? £. P £. p (per week)

I , I , G31

G31 (In addition) are you.' receiving any of the State beneflls listed on thiS card Or any other NI Or State Benflt (e g War benefits, Job Release Allowance etc)?

Yes .. I 1 r Code below

I Show at (a) to (8)

card IV61 No __ 2 2 G32

<a) Widow's pension or War Widow's pension? Yes _, I I (i)

No .... 2 2 (b)

(i) How much is thiS? £. P £. p

(per week)

I I I (b)

's Widow's (b) Aay other State beaefits (c.g. Wi Mother's aUowan

dowed a:)


is this?

D, invalidity (c) Iavalidity pcasio beaefit or allowa Statutory sick p

na:. ay)

(i) How much I

(per week) s this?

(d) Severe disableme aUowance

nt


is this?

(c) Attendaace aUow ance o.


is this?

(0 Mobility allowan a:


is this?

Yes_

No _

Yes._

No ....

Yes ....

No ....

Yes ....

No ....

Yes _ ..

No _

Person no. Person ao.

I I

I I (i)

2 2 (c)

£ P £ p

I I I I

(c)

I I (i)

2 2 (d)

£ p £ p

I . I . (d)

1 I (i)

2 2 (e)

£ p £ p

I I I I

(c)

1 I (i)

2 2 (C)

£ p £ p

I I I . (C)

I I (i)

2 2 (S)

£ p £ p

I . I (S)

(g) ADytbiDg else (e.g. Disablemeat beaefits. Job release allowaace, war beaeflts (excludiDg War Widow's peasioa)?

Specify type aad CURRENT WEEKLY rate for eacb beaefit received

£

£

Yes_

No ._

p

I

I

I

I

p

I I I I I

I I

Persoa No.

I I

I I r

2 2

Persoa No

£ p

OFF USE F3

OFF USE F4

OFF. USE FS

Specify below

G32

Persoa No D £ p

OFF. USE

I F3

I OFF. USE

I F4

I OFF. USE

I FS

I Go to G32

OCCUPATIONAL PENSIONS • ~ .. vw l'U.

G32 Can J just check then, from what you told me I

(see WHITE C6c), P12) you are receiving _ ....... (NO.) . . . pensions from your previous employers? .. . . . . . . . . . . . . . . .

IF NONE ENTER_ 0

PENSION(S) FROM OWN EMPLOYER(S) (Use numbering from WHITE C6)

I I I

(a) How much was your last £ p £ p £ p payment after any deduction of tax at source?

NET_ I I I

(b) What period did this cover? A week _. ______ • I I I

Calendar month_ S S S

Other (Specify) .... 3 3 3

Person NoB···· Person No. . .......

(c) May I check, was any tax deducted at source?

Yes ......... 1 1 1

No ..... - 2 2 2 DK ___ . 3 3 3

-(i) So how £ p £ p £ p

much was your pension before tax was deducted?

GROSS_ ~ I I


Is 11 (GROSS) greater than I (NET) for each pension?

Yes .. X

No - Y

Ca) Recheck amounts with infor-mant and ammend so that 11 is grea ter .. _ .. ____ .... _._._._ ... __ X

(or, if problem explain) _ ... __ .. Y

Person NoB ........ Person No. ........

48

• ~'OVW l~U •

I

. . . . . . . . . . . . . . . . . 0

I I I

£ p £ p £ p

I I I

1 1 1

S S S

3 3 3

I 1 1

2 2 2

3 3 3

£ p £ p £ p

i ~

X

Y

X

Y

033

G35

I

(b)

(i)

} Sec G34

II

Sce G34

G35

(a)

} 035

OCCUP A nON AL PENSIONS rc:null NU

FROM SPOUSE'S EMPLOYER{S}

G3S And you said you received (No.) ... (CI2(b) ON PAGE 16 OF WHITE) penslon(s) from your spouse's prevIous employer(s)_

IF NONE ENTER_ 0

PENSION(S) FROM SPOUSE'S EMPLOYER(S) (Use numbering Crom WHITE C12)

I I

G36(a) How much was your last £ p £ p payment aCter any deduction of tax at source?

NET_ , I

(b) What period dId thIs cover?

A week_ - I I

Calendar month_ S S

Other (Specify) __ 3 3

Person No B . . Person No .. (c) May I check, was any

tax deducted at source?

Yes __ I I

No _ 2 2

DK __ 3 3

(i) So how much was your £ p £ p

pensIon before tax was deducted?

GROSS_ , ,

G371NTERVIEWER CODE

Is n (GROSS) greater than I (NET) for each pension? Yes _ X

No _ Y

(a) Recheck amounts with infor-mant and omend so that 11 is greater -._- X

(or, if problem explain) ___ . Y

Person NoB . . . .

Person No .

49

rc:rSOD 1"0

I

. . . . 0

I I I

£ p £ p £ p

I ,

I I I

S S S

3 3 3

I I I

2 2 2

3 3 3

£ p £ p £ p

, ,

X

Y

X

Y

. .

I

£ p

I

I

S

3

I

2

3

1: p

,

G363

-G. 38

}

(

I

b)

(c)

( i)

} See G38

I I

Sce G37

G38

( a)

} G38

PRIVATE PENSIONS

G38 And can I just cheek. from wha t you said earlier you arc receiving ..... (Q20(b) ON PAGE 20 OF WHITE) private pensions -

IF NONE ENTER_

PRIV ATE PENSION CONTRIBUTIONS (Use numbering from WHITE C20)

G39(a) How much was your last payment after any deduction of tax at source?

< NET_

(b) What period did this cover? A week ___ .

Calendar month._

Other (Specify) .. _

Person NoEl·· Person No. . . . . . ... (c) May I check. was any

tax deducted at source?

Yes ._ ...

No --.. ,. DK _._._

(i) So how much was your pension before tax was deducted?

GROSS_


Is 11 (GROSS) greater than I (NET) for each pension? Yes _

No -(a) Rccheck amounts with infor-

mant and omend so that 11 is greater - .... _"_0" ... _ ••

(or, if problem explain) .... _ ...

Person N"Ej· Person No. . .. . . . . .

• ~,.uu .... 0.

I

. . . . . . . . . . . . . . . . . 0

I I I

£ p £ p £ p

I I I

I I I

S S S

3 3 3

I I I

2 2 2

3 3 3

£ p £ p £ p

I I I

X

Y

X

Y

• ~ .. uu ,,,u .

L

. . . . . . . . . . . . . . . . 0

I ~ I £ p £ p £ p

I I I

I I I

S S S

3 3 3

I I I

2 2 2

3 3 3

£ p £ p £ p

I I I

X

Y

X

Y

G39a

G41

I

(b)

(i)

} Sec G41

11

Sec G40

G41

(a)

PRIVATE PENSIONS FROM

SPOUSFS CONTRIBUTIONS

G41 Did you say you were receIvIng. .. private pension(s) (C26(B) ON PAGE 23 OF WHITE) from your spouse's contnbutlons? -

IF NONE ENTER_

PENSION(S) FROM SPOUSE'S CONTRIBUTIONS (Use numbenng from WHITE C26)

I

G42(a) How much was your last £ p payment after any deducllon of tax at source?

NET_ I

G42(b) What period dId thIS cover? A week ___ .. _ I

Calendar month_. S

Other (Specify) 3

Person No. El Person No

G42(c) May I check, was any tax ded ucted at source?

Yes .. - I

No .- 2 . DK ._ 3

(i) So how much was your £ p

pension before tax was deducted?

GROSS _ I


Is 11 (GROSS) greater than I (NET) for each pensIon? Yes _

No

(a) Re~heck amounts with infor-mant and omend so that 11 is Ircater _ ----(or, if problem explain) -.-

Person NoB Person No

rcrson "u

I

. . . . .

0

I I I

£ p £ p £

I I

I I I

S S S

3 3 3

I I I

2 2 2

3 3 3

£ p £ p £

I I

X

Y

X

Y

rcrson "u.

I

... . . . . . 0

I I p £ p £

1 ' I

I

S

3

I

2

3

p £ p £

I I

X

Y

X

Y

p

I

I

S

3

I

2

3

P

I

G42a

G44

I

(b)

(i)

n G43

G44

(a)

G44 (Apart from the pensions you have told me about) are you at present receiving regular redundancy payments from a former employer?

I Lump sum only code 2 I (a) How much was your last payment,

Yes

No

Person no.

I

1

2

Person no.

,

1 (aHc)

2 G4S

£ D £ p .fter any deduction of tax at I source? --------------------I-__ .....I.-.J_I-__ ..J......J...-l NET

(b) What period did tbis cover?

A week

Calendar month

Other (Specify) . ___ . __

PERSON

t:j..----. •••.••• PERSON

(c) May ( check, was any tax deducted at source'?

Yes

No

S

3

I

2

DK __ ., 3

(i) So how much was your redundancy payment before tax was deducted? ______ ~_

G4S Arc you at present receiving any rent from property or subletting?

l EXCLUDE: ReDt irom househoid memberi I (ar To local authority tenants

Is iny of this rent fOf subletting of tbis accommodation?

G46 How much ient did you iece;ve last time, after deducting all

Others,

P~Ht

DNA

Yes

No

........... X

Yes ........

No --allowable expenses? _______________ _

(a> What period did this cover? A week ._------_.-Calendar month _. ___

Other (Specify) ___ 0-

PERSON El PERSON

52

£

2

.. - .

I

2

£

I

S

3

p £

. . . X· .

n £ r

I ,

S

3

I

2

3

2

p

I ,

. .

I

2

n r

I , I

S

3

.

(i)

} G4S

GROS

(a>

047

S

j_ G"

} G46

G47To women DNA, men ___ x - - - - -

ThIS may not be applicable to you, but can I just check,

arc you at present recelYIDg any maIDtenance, alimony, or separatIon allowance from a former husband or partner (either for yourself or for your children)?

Yes - for children __ . ______ .. _ .•

Prompt - for self _ .. _._. __ .. ___ ._._ .... _ ...

as - for both _. ____ ... ____ ._.

necessary Yes - don't know whIch ______ .

No, none recel yed . _________ ._ ....

G48 How much was the last payment (were the last payments)?

MalDtenance for children ___ -I

MaIntenance for self _____ -!

Can't separate/don't know wh,ch ___ -I

G49 How long a penod dId thIs payment (those payments) cover?

Maintenance for chtldren

Maintenance for self:

Can't separate/don't know which

Record period

£

Person No

I

2

3

4

S

p

I

I

I

OFF USE.

GSO

G48

GSO

1 GSO

GSO Are you at present receiving any oth er regular payment from:

friends or relatives outsid e the household?

an educational grant? __

a government training sch

... -.... _--_ ........ _ .. Code cmc, such as a

all TOPs. allowance? ... _ ..... . ....... n ........................ _ •••••• _ ..........

a pension as a member 0 f a Trade Union or that friendly society ..... ____ .. _ ... _ ..... _ ....... _ ..... _-_ .. apply or from any olher organi

(Specify type of incom salion? ._ .... __ .-_ .. _. e)

. · · . . . · · . . . · · · · . . . . . · · . · ·

NONE OF THESE _._._._

FIRST TYPE OF PAYMENT

<a) How much was your last paymen any deduction of· tax al source?

(b) What period did this cover?

Other <Specify) . . • . . . . . . . .

(c) May I check, was any tax deducted al source?

SECOND TYPE OF PAYMENT

<a) How much was your last paymen any deduction of tax at source?

(b) What period did this cover?

Other (Specify) .......... .

<c) May I check, was any tax deducted at source?

THIRD TYPE OF PAYMENT

<a) How much was your last pay men . any deduction of tax al source?

(b) Whal period did this cover?

Other <Specify) ....

<c) May I check, was any tax deducted it source?

t,

.

t,

t,

• ___ 0_0 -' after

A week _. · Calendar month -_-_0. · · . . . . . . . · · · · · · ·

Yes ........... No ..... -..•..

after .. A week ._ ... __ .... _ ...•.• -Calendar monlh ................

· · · · ·

No -after .. A week -_ .... _ ........ _-Calendar month

· · . . . . . · · . · · · . Yes ...... -.... No .............

S4

------ -

I

I

2

3

4

S

6

. . . · . 9

£ p

J

I

S

3

. · I

2

£ p

J

I

S

3

2

£ p

I

I

S

:3

· I

2

. . _. I

I

2

3

4

S

. . 6

9

£

I

S

3

I

2

£

I

S

2

£

I

S

3

I

2

p

~

p

J

p

I

1

taKe)

GSI

NET

GROSS

NET

GROSS

months have you Ha} Do you ha vc, or in the last 12 had, any of the savings or nvestments on thiS card?

NO TO ALL_

I} BUilding Society accounts?

2) Bank accounts on which y ou receJve interest?

3) Post Office SavJDg accoun ts?

ck after 4) Government gilt-edged sto deductions of tax at sourc e?

ck before S) Government gilt-edged sto deductions of tax at sourc e?

6) Unit trusts?

7) Local Authority Securities?

8) Stocks, shares, bonds, debe secunties after deduction

ntures or any other of tax a t source?

9) Stocks, shares, bonds, debe secuntles before deduction

ntures or any other of tax at source?

10) Interest payments on a pe by you to someone else?

nonal loan made

nd have b) How much interest or divide or been credited wi th In the your: (PROMPT FROM a)}

you received

If joint account, record informant's share

last 12 months on

I} Building So clety accounts

2) Bank accou nts

3) Post Off Ice accounts

4) Government deductions

gilt-edged stock after --S} Governmen

deductions

of tax at source?

t gilt-edged stock before of tax at source?

6) Unit trusts?

7) Local Auth onty Securities?

Yes

No

Yes No

Yes

No

Yes

No

Yes

No

Yes No

Yes

No

Yes No

Yes No

Yes

No

8) Stocks, sba other secur at source?

res, bonds, debentures or any Ities after deduction of tax

res, bonds, debentures or any 9) Stocks, sha other secur at source?

Itles before deduction of tax

----. --. -_. -----

-..

-------------_.

.

---

10) Pnvate loa ns made by you 10 olhers?_

ss

PERSON NO

I I

I I

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

I I

2 2

£ p £

I

I

I

I

I

I

I

I

f

I

p

I

I

I

I

I

I

~

f

~

I

c) over page

GSI (Cont'd)

c) Do you havc any National Savinls Ccrtif'icates, Premium Bonds, or any othcr savinlS?

GS2 Has savinas/invcstmcnts at GSI a) or c)

Ycs_ No __ .

DNA: no savings/invcstments __ .

Thinkinl of all thc aaviDls or invcstmcnts you,vc mcntioncd, would you say that thc currcnt valuc hcld by you yoursclf is:

I SHOW CARD IVI I Undcr £3,000 _. _________ _

£3,000 to £6,000 --.--..• ___ . __ 1

Over £6,000 up to £8,000

Over £8,000 up to £10,000 ---If joint accoUDt rccord informants sharc

Over £10,000 up to £20,000 _. __ _

Over £20,000 up to £30,000 Over £30,000 _. _______ _

GS3 Durinl the last 12 months (i.e. since ....... ), have you paid any income tax direct to Inland RCVCDUC?

EXCLUDE:Tax paid through PAYE, tax dcductcd at source, and NI contributions

Yes

No

Ca> How much tax did you pay direct to Inland Rcvcnuc, apart from Capital Gains tax?

GS4 Intcrvicwer check Has retired (WHITE A9 CODED I)

PERSON NO.

, . I

2

9

I

2

3

4

S

6

7

I

2

I

2

9

I

2

3

4

S

6

7

I

2

£ p £ p

• I

~ GS3

(a)

See GS4

SccGS4

and has saving/investments _._ .. X - - - - - X- - - - GSS

and no saving/investment __ ._. Y - - - - - Y - - - - GS6

Has not retired __ ._ ... __ .. _. _____ . Z - - - - - Z- - - - ~ GSS

HAS RETIRED and has no savioas/investments

GSS Since you yourself retired has the value of your savinls or investments:

Code first increased -_._ .. - -----

that applies decreased --_ ............... __ ... __ ... _--_ .. or stayed a bout the same? --_.

HAS RETIRED and has DO savings /investments

GS6 When you yourself first retired did you have any of the savillSs or investments I mentioned?

Yes ._.

No .................

56

I I } GS7

2 2

G63 3 3 59 pase

J J ~ GS7

2 2 .. G63 page S9

GS7 What would you say was thc total valuc of your own savings or invcstmcnts at thc timc you rctircd?

I SHOW CARD IVI I NothIng

Under £3,000 . ___ ..... _. ___ ._. __ ._. ___ ._._ .. ____ _

£3,000 to £6,000

Over £6,000 up to £8,000 ________ _

Over £8,000 up to £10,000

Over £10,000 up to UO,OOO ___ . ______ _

Over UO,OOO up to £30,000

Over £30,000

-_. __ .•. _----

HAS NOT RETIRED

GSS Can I check, do you cxpect to have any (addition to your) savings at about the time of your re includlDg (the lump sum(s) you mentioned any you are able to make from movlDg, If to movc?

GS9 Interviewer check

tJrcmcnt, carhcr and) you plan

Ycs

No

DK

.-.......... ...... --

.... -.-

Informant has no savings (GS3 coded DNA - 9) . _____ .

Others ___ .... _ .. _ ... _. __ .. __

G60 After any major expend,ture you plan - like paylDg off your mortgage, bUYlDg a car or taklDg a specIal holiday - about how much do you expect you yourself WIll have ID savlDgs after you have retired'

I SHOW CARD IVI I NothIng __ _ ------------------Under £3,000 _ .. _._ ...... -._---------_._-£3,000 to £6,000 ___ .. _____________ _

Over £6,000 up to £8,000 . __ . ______ ... __ .. __ _

Over £8,000 up to £10,000 -_. _ .. _ ... ----Over £10,000 up to £20,000 _. __ • 0 ..... ___ • _______

Over UO,OOO up to £30,000 _0_-___ -Over £30,000

.

PERSON NO

I

9

I

2

3

" 5

6

7

I

2

3

I

2

9

I

2

3

I

9

I

2

3

" S

6

7

I

2

3

I

2

9

I

2

3

" " S 5

6 6

7 7

063 page 59

060

} GS9

061

060

061 a) Can you look at this card and tell me which of these sources of income you expect to have yourself in the year after you retire?

Show card IV 9 to IV II in succession as indicated

PERSON NO.

I I

Own earnings from employment, including casual or part-time employment? __ ••• .....!!.!. ___ .~ .... . Unemployment Benefit? _ ........................................ ___ ._!E .............. ~~ ..... . Supplementary Benefit/Income Support? 03 03

Child Benefit? _. _________ • ___ ~ . .-:0~4:..... .. ~ .• ~-

State Rctircmcnt pcnsions (incl. widows)? ___ .I_.....:O:::S:..... ..... _.!l.~ .. _ Other Social Sccurity bcncfits, allowances 6 ° or pcnsions (incl. Housing bencfit) ____ .. _ ~._ . __ L ..

ICARD IV 101 A pcnsion (or pcnsions) from your employcr or formcr employcr ____________ .1-_°::.7:...._11-_°::.7.:..-

Private pcnsions or annuitics? _. _______ 1-..:0;:;8:....._~-..:0::8:.-

A pcnsion from your former (husband's/ wife's) cmploycr ....... _ .......... _ ..................... _ ............ __ ... _~ .. _ .......... ~!. ... . A privatc pension takcn out by your formcr h us ba n d / w i f c ..................................................................................... !Q ................. !.~ ..... .

ICARD IV 111 Intcrcst from savings, invcstmcnts or a privatc loan? _ ._. _______ +.....:1 L-. 11 Rcnt from property (including sublctting)? .. __ ............ ..J.~ .... _ ..... J.L .. . Maintenancc payments? .. ___ ...................... _ .... _ ...... _ .... _!!. .. _ .. _ .... !.~._ .. Incomc from cndowment policies? ............ _ .................... _I~ ............. !.~ ... .. Rcgular rcdundancy paymcnts? ........ __ .. _ ..... _. IS:.....-J.~_

Regular paymcnts from childrcn (othcr than for board and lodgings or intcrest or loan)? ____ • ___________ +-!.6:....._+_.:.1;:.6_

Any other source of incomc? (specify) -_ .• - 17 17

PERSON I

PERSON 2

WILL HAVE NO INCOME OF OWN ____ 1_.;;9.:.9_.~ ...... 2.? .. - } Se

H

cptiaOgnC

Spontaneous - won't retire/doesn't know whcn will consider self to be retircd ...... 98 98 L-____ ~ __ ~ 63

HAS NOT RETIRED

062 Can you tell me how your income after you retire will compare with your present income. About what proportion of your present Income do you expect your own income in the year after you retire will be - thlDklDg of all the sources you mentioned?

PERSON NO.

I •

FRACTION --~I __ : -- -- --.. --J ~ec;!~~ PERCENT _____ page 63

I PROMPT SOURCES FROM 061 1

Income after retirement will be more than current income (specify) ...

D/k, don't understand

Has no eurrent IDcome of own

a) Can you tell me from this card what you expect your income the year after you retire to be compared With your present IDcome

_._--

ICARD IV 121 Less than a Quarter . ___ .... ____ .. _. _ ... _ ... .

about a Quarter __ ... _._... .. . ....... _ ...... _.

about a third ., .. _._. .. . . .. . .. _. _ .... __ ._ ... about half __ ... __ ._. ___ .. _._ .. __ . __ . __ .

about two thirds ._._. ___ _

about three Quarters ---------about the same as present income more than present income ______ . ___ ._

Spontaneous - Other (specify)

d/k haven't thought, don't understand

HAS RETIRED

G63 We need some idea of people's income just before they retued, to see what changes people experience when they retire. So ean I eheck, Immediately

2

3

01

02

03 04

OS

06 07

08

09

99

2

3

01

02

03

04

OS

06 07

08

09

99

before you retired ID (YEAR) _____________ 19 ._1_ •..... 1 ... _ ..

were you (code from Job History or ask)

Code WorklDg as an employee ID .. (JOB ) ---- I I

first Self-employed as • (JOB) . __ ....... •• 0 .... ___ • __ ._ • 2 2

that Unemployed and lookmg for work --. ......... ___ ._ .0- l 3

applies Not working/lookmg after the home/f amlly 4 4 _ •• _ ..... 0

a)

Sec:tion H page 63

Section H page 63

G64 a) Can you look at this card and tcH mc whicli of thcsc sourccs of incomc did you yoursclf havc just bcforc you rctircd?

Show card IV 9 to IV II in succession as indicatcd

PERSON NO.

~ I

Own carnings from cmployment, . I d' I . I? 01 01 JOC u JOg casua or part-tlmc cmp oyment. ........................ ~ .... ~ ........ ~ ......... .

Uncmploymcnt Bcncfit? _ ........................................................... ~.~ .. ~ .......... ~~ ..... .

Supplcmcntary Bcnefit/lncome Support? .......................... ~Q~~ .... ~ ....... ~.L .. . Child Benefit? _~. ____ .~ ...• ~ ......... ~.~ .. ~ ... ~_~~. __ ._ .. ~ . ..Q~.~_ ..... J?~ ..... . S R · . (. I 'd)? OS OS tate etJrcment pensions JOC. WI ows . ~ ..... _ .. ~~_ ...... ~ .... ~ .. ~ .................. .

Othcr Social Security bcnefits, aHowanccs 06 6 or pensions (incl. Housing benefit) ... ~.~~ .. _ ...... ~.~ .............. ~ .............. ~.~ ..... .

ICARD IV 101 A pension (or pensions) from your employcr or former employer ~ __ .... _.~ .. ~ .... ~.~ .... ~ ___ ....... .. ~..9.Z .. ~~ ... .. ~..9.7. .. ~~ Private pensions or annuities? .... ~ .... ~~.~~ .. __ ... ~~~ ....... ~.Q~ ..... ~ ...... ~~~.! ..... .

A pension from your former (husband's/ wifc's) cm ploy er ........ ~ ... ~ ................... ~ ............. _ .. _ ............. _ ...... Q? •.•...... ......• Q? ..... . A private pension taken out by your former husband/wife ............................................................................... ...... !.Q ................. !.Q ..... .

ICARD IV 111 Interest from savings, investments or a privatc loan? ..... ~ .. __ ........ ~ ..... ~ ... __ .~.~ ..... .!.! .... _ ........ !.L .. .

Rcnt from property (including subletting)? .. ~~ .. ~ .... ~ ....... !.~ ......... ....... 1.L .. . Maintenance payments? ................................................................ !.~ ........ ...... l~ ..... . Income from endowment policies? ........................................ !.~ ................ !.~ .... . Regular redundancy payments? ....... _ ... ~ .. ~ .. __ ......... ~ ...... .!~ ...... ~ ... ~.~.!2 ..... . Rcgular paymcnts from childrcn (othcr than for board and lodgings or intcrcst or loan)? ~ ... _________ I.-l~_ .~~ ..

Any othcr sourcc of incomc? (spccify) 17 17 . __ .... __ . . ..... _........ . .. _ ... -.....

PERSON I

PERSON 2

HAD NO INCOME OF OWN BEFORE RETIREMENT ................... ~.~ ...................... ~ ... _~ ...................... ?.?. •••••••....... ?? .... .

Scction

H pagc

63

""0

PERSON NO G6S Interviewer rcco rd or ask

What was your main source of income then? , ,

I Write in and code from G64 I MaID/only sou ree __ (ENTER CODE FROM G64) _ , , . . . . . . . . . . . . . . . . . . . . . . . . . . . £ p £ p

066 a) What was you r own annual gross Income before ded uctioDS f r om all the sources you mentioned (PROMPT SO URCES) in the 12 months before you retired?

I I

Figure gives is· GROSS ___ . __ I 1

NET . __ ... _._._... ._. 2 , 2

b) What arc the dates of the 12 months to which this figure re lates?

Mth Yr Mth Yr

BeglDnlog - I I I , EndlDg , , , I

067 Interviewer code

Payslip(s)/othe r document(s) consulted for

all/only source(s) _ .. _ ..... _____ . I I

mun source only _. __ . _ .... _. __ .. ---. 2 2

subSidiary source(s) only . - .. .. 3 3

No documents consulted . . _ ... .0, .•• _ •. 4 4

G6S Interviewer chec k (Sce WHITE Al2 pS)

Current/most recent Job was !!2! mun klDd of job _ I I G69

Has never worked _ .. _ .... ____ ... _._ 2 2 Section H p63

Others _ . ___ ._._ '-'--_. __ .. 3 3 G70

ing of the last 12 months in which you (;69 a) Think were your source pensio time?

in your main type of job what was own annual gross income from all s (including earnings, state benefits, ns, interest from savings etc.) at that

Can't remember

(i) Figiure given is: GROSS -~-

NET ___

can't remember' ask for a If' ver y approximate amount

b) What this f

arc the dates· of the 12 months to which igure relates?

Beginning -Ending

S your income now compare with what G70 How doe you expe is it:

cted it to be just before you retired,

RUDDin

prompt

g

SPONTANEO US

about the same as you expected .............

much more than you expected ...... ~ .........

rather more then you expected _.~_ ..•.

rather less than you expected _. __ .

or much less than you expected? _ ..

Don't know (had no expectations) _.~.

PERSON NO.

i I

£ p £ p

(i) I I

I I G70

I I

2 2

Mth Yr Mth Yr

I I I .

I I I I

I I

2 2

3 3

4 4

S S

6 6

SECTION H - HOUSING AND HOUSING COSTS

Ask iIlfonaaat _ spGUSC if thcy arc HOH

DNA - Informant or spou se not HOH

To .n households (Ask HOH or spouse)

HI Do you rent or do you own this accommodation?

Include caraftn mobilc Ioomc or Ioouseboat BUYIng

(a) Do you rent your accommodatIon __

Rents. __

or owns __

Neither _

R1IDIIin1 prompt

from a councIl or New Town C (include: Scottish Special Housing Association" Northcru Ireland Ho

orporation

using

_ ..

Executivc)

latlon _ ... _ from a housmg assoc

from someone else un

or f

(b) Do you own your accommoda tlon

RDDAi.ng wIth a mortgage prompt by rental purcha

or outright?

(c) Do you recel vc your accommodation rent free?

(d) Does anyone outside your household pay rent thIS accommodatIOn on your behalf? (Excludc rcnt rcbate/rcnt allowance/ housinl bencCit)

(i) How much rent dId they pay last lime?

furnished _

urnlshed? __

or loan .. se • .0 •••• _ •••

.. ._0- .0_ •..

Yes_

No_

on

Yes .. No ._.

(ii) How long dId thIS cover? ter En Per lod code_

To rcntcn coded I at HI or those coded "Ncither

(e) Is your tenancy dependent on your Job?

3 at HI

Yes __ .

No_

X IUS pale 71

1 I- Ask (a) 2 I- Go to (b) 3 Go to (c)

I

Go to (d)

2

3

4

S

] Go to HS S

6

Probe to make

7 } certain not codes 1-6

S thcn ask (d)

I Ask (i) - (ii)

2 Go to (e)

£ p

I Ask (ii) ,

If codc 9 specify pcriod_ thcn ask (c)

I }Scc H2 2

To an with rented accommodation (coded 1-4 at HI(al» (Ask 11011 Ol'Spouse) DNA. Others _

H2 How much rent did you actually pay last time (including any rooms you sublet)? _________ .....

!Dclude rent paid for caravan, mobile home and houseboat

Nil (100% rebate on rent) _._ ..... __ .

H3 How long did this cover? Enter Period code __ _

H4 Do you have a rent holiday? Yes __ .... _

No __

(a) For how many weeks of the year? __________ _

HS Did you receive any rent rebate/rent allowance/housing benefit in connection with your last rent payment?

Yes __ _

No_ ... _

(a) How much was it? _________________ _

(Exclude rates rebate - sce H9(a)(i)] OK ..•.. _.

(b) How long did this cover? Enter Period code __ _

(c) Did this amount cover

rent rebate/allowance only or __ .... _ .. _____ .

rent rebate/allowance as well as rates rebate ....... .

D.K. _ ..........•..................................... _. ___ ............... ____ ......... .

(d) Was the rent rebate/rent allowance/housing benefit deducted from your

last rent payment? . __ ._._ .. _._.

or returned direct to you in a lump sum,that is by cash, cheque or giro? . __ .

(i) Is the amount for rent you mentioned earlier before or after deduction of the rent rebate/rent allowance/housing benefit?

H6 Does the rent you mentioned include any services such as lighting, heating, hot water, cleaning, TV licence, lift, gardener or any other service?

Before _._

After ... _ ...

Yes _ ....... .

No .......... .

x ~ Go to HI

£ p

I I AstHl

9

I

2

Go to H4

Ir code 9, speeuy period J

- Ask (a)

-GotoHS

- Ask HS

I - Ask (a)

2 ~GotoH6

£ p

I I Ask (b)

I - Go to (c)

1

2

3

I

2

1

2

1

2

Ir code 9, speeuy period 1

Ask (c)

I- (d)

- H9(a)(i)

- (d)

- Ask (i)

Go to H6

} Ask H6

£pcciry below and enter mount

AskH7

I ....................... :.~ ... O~ .. ~~'~· ..................... I __ . £ I ~ L-._..l..-.L....J

AstH7

64 "

'- 'J

To aD with reDted ac:co_odatioD (coded I at HI)

(Ask bob or spoosc)

87 Does the rent Include rates?

To all booscholds except those coded I at H7 (Ask boh or spoosc)

HI Do you pay rates on this accommodallon?

(a) How many times a year do you pay?

Yes ._ ..

No.

Yes ....

No. _ ...

Eoter DO of times -

I

2

I

2

-GotoH9

Ask HS

Ask (a)

I- Go to H9

I- Ask (b) I---~

£ p

(b) How much dId you actually pay last tIme? ----~_I I , I- Ask H9

To aD hooscholds (Ask hoh or spoosc)

89 Old you receive any rates rebate/housIng benefit In connection with your last ra tcs/rent pa ymen t?

(a) Was this deducted from your last rates/rent payment?

Yes

No

Yes._ ...

No ....

£

I

2

I

2

I- Ask (a)

Go to HIO

Ask (i)

Go to HIO

P

I , I- Ask (ii) (i) How much was deducted? ------------~---L.L~

[ Exclude reDt rebate - sec HS] OK ..... I I- Go to (Hi)

(ii) How loog dId thIS cover? EDter If code 9. Period cOde---I-____ -1 specify period]

DK._ ..

(iii) Was the amount you paid last time In rates/rent, that IS ___ (Sce HS(b) or H2) before or after deduction of the rebate/housIng benefIt? Before

After

J

2

• Ask (iii)

Ask (iii)

Ask HIO

To aU households (Ask bob or spouc) (Check that H9 has bccD asked)

HIC In the last 12 months, that is since __ ~_ ~~ have you had any rates rebate/housing benefit refunded direct to you, that is Yes_~.

a lump sum in cash, cheque or Giro? No ... ~._ 2

Ask (a)

Go to HII

t p I . (a) How much was refUnded?------------I __ .-1-l~r Ask (b)

(b) How long did this cover?

•

(c) In which month and year did you receive it?

(d) Have you received more than one lump sum rebate in the iast i2 months?

D K .. ~ .. ~

Enter Period code

D K ~~_.

M onth .....

Y ear 19 ~

Yes ........

No ~ .......

I

I

I

I

I

2

OFF. USE

£ p

Go to HII

If code 9. specify period J

I- Ask (c)

Ask (d)

~~- ,.H" ... record aDSwen left band mar

Ask HI)

in gin

, an households (Ask hoh or spouse)

Hills your accommodatIon connected to the mains sewerage and/or mains water supply?

HI2 Do you pay separate water and/or sewerage ra tes?

Yes to both __ . __

Sewerage only __ _

Water only ___ ._._

No to both .. . ...

Yes ... _

No_

(a) How many times a year do you pay? Enter no. of times_

I }_a12 2

3

4 r Go to HI3

I Ask (a)

2 f- Go to HI3

- Ask (b)

£ p-

(b) How much dId you actually I pay last tIme? ---------------~-~---L.L...J~r- Ask HI3

HI3 In connectton with thIs accommodation do you pay any of the following'

RUDDinS prompt

ground rent feu duty (Scotland) chIef rent servIce charge compulsory or regular

maIDtenance charges site rent (caravans) ."y other regular payments?

Type of charge and amount ____ 0_- -

How long did thIs cover?

Type of charge

and amount

Yes to any .. ",_

No to all ___ ...

£

-Enter pert od code

£

-

I

2

p

I J

p

{Specify below and cntcr amounts

f- Scc HI4

If codc 9. specify pcriod J

. - __ . .-_ .0_ ........ _ . __ ._ I J

How long did thIs cover?

Enter If codc 9. period+--It-____ -tspccify period J code

L-___ -'Scc HI4

fo aU who OWD with mortsalc, loaD Jr reDllll pan:hasc (codccl S at HI(b»

ExclDde SCC:ODd IDOrtPlcs ~ot for the pan:hasc of this ac:c:o.moclatioD

(Ask hoh or spoasc)

DNA Coded I at HI 5-6 at HI(b)

or 3 at HI

HJ4 Did the last mortple or loaD payment you made interest

Prompt. cover Interest

only? ........ _._._._._ .. _ ..... _.

& capital/principal? ... .

H morc thaJz ODe IIIDrtp&c. rcc:ord details of other 1Il0rtple iD IcCt-hand marsiD

To those where last paymeDt coverccl iatercst ollly (codccl 1 at H14)

(Askhoh or spoasc) s.

x

1

2

p

- Go to H2S pale 71

r Ask HIS

Go to HIli

HIS How much did you pay last time as interest on the I mortgage or 10an?-------------------~--..JLyl- Ask HI6

Enter H code 9. Period code ___ 1-____ -; spcc:iCy period J

HI6 How long did this cover?

HJ7 Is there an endowment policy covering the repayment of the capital/principal of the mortgage or loan?

(a) How much was your last premium

Yes _ ... _.

No ._ ..... .

I

2

s. p

on the endowment policy? ______________ 1

(b) How long did this cover?

(c) Has this insurance premium been included in the amount of interest you mentioned earlier (see HIS)

(d) In what year was this insurance taken out?

(e) What will the net value of the endowment policy be when it matures; I mean after paying

Enter Period code __ _

Yes _ ..... .

No . __ .. .

I

2

s.

off the mortgage? _________________ 1

DK _.... I

Refused ....... 2

Ask (a)

Spcc:ify below how principal covered and 10 to 1123 l

- Ask (b)

H code 9. spcc:if y period J -Ask (c)

} Ask (d)

Ask (c)

Go to 1123

1"0 ~OIC ."erc last .,.ymcat coycreel iatcrcst lad capitaJ/priacipal (codeel 2 at HI4)

[Ask .0. cw ~asc}

!Ill How much was your last instalment OD the mortg age or ioan?

!l19 How 10Dg dId thIs cover?

tercst dId you pay over the H2O How much ia 12 months fo r whIch you have fIgures?

-

(a) What dates d_ <h', ro .. ~ 1-

Enter Period

BeglDnlng

LEndlDg

y 821 For how man mortgage/loan ?

years have you had the

H22How many y have to run?

ears does It stili

code

OK .. _.

Month

Year 19

Month

Year 19

OK _ ..

OK.

~ i I

~ ftSlt n.'!I I I I ~ . w •• _

• p .. I I

I

I

I

I

If codc 9, specify period l • Ask 820

Ask (a)

Go to 821

1

~- 821

J

1 Ask H22

j

1 Ask H23

7 ' ... '1 ;)

To all wbo 0 ... with DlOnaalc or Iou (coded Sat HI(b» (Ask bob or spouse)

H23 Has standard tax relief on the mortgage already been from the payment you

deducted just mentioned?

B24 Did your last payment mortgage/loan include for insurance on the and/or a mortgage pr

on the an amount

structure otection

policy?

(a) How much was fa on the structure?

(11) How long did this

r insurance

cover?

(c) How much was fa protection policy?

r a mortgage

(d) How long did this cover?

Yes .. _ .....

No .. _ ..

DK __

Yes to both ___ .... __ .

Insurance on structure only ___

Mortgage protection - -.~-.-

__ I.-

pOlley only '-

No to both -_ .. _._.-

Enter Period code

Enter Period code

I

} AK 02. 2

3

I ~ Ask (a)-(d)

~"'(')"(b) 2 and 10 to H25

, ,.._ .. _ I_'t. 1.:1'\ .3 UIV I.U \.,;, - \UJ

4 Go to H25

£ p

I , ~ Ask (b)

If code 9, .....,..MrV _rind -. .. ...-..... ,1 .,... ... -

I Ask (c)

£ p

I . Ask (d)

If code 9, spcc:uy period l

Go to H25

• .

H2S Interviewer check (See H/hold Box)

H/hold contains onc Benefit UOIt only M_"~._. __ . __ .. _ .... _ .. H/hold contains more than one benefIt unit and

Informant(s) is/arc HOH and/or wife of HOH . ____ . __ ._

Informant(s) Is/are neIther HOH nor wIfe of HOH ___ ... _ ... _

NEITHER INFORMANT NOR SPOUSE IS HOH

H26 Do you (and your husband/wIfe) make regular a contributIon to [HOH] towards, rent, housekeeplDg or your share of any other bills?

Yes . _.

No_

£

I

2

3

I

2

(a) How much do you pay [HOH] altogether? _____ 1F====I=====tI

(b) How long a penod does that cover? Enter period code

(c) What does thIS payment cover?

Code all

that

apply

(d) Code or ask

How much of the payment IS towards rent/mortgage/rates?

1 .---------~--~-Everything

Rent/mortgage/rates

Food ..... _ .

Fuel bIlls

Other (specify)

-------- -~.--3

4

S

£ P AMOUNT ___ IF===I==='II1

None of it ___ .. _ I

d/k, can't split it .. _ 2

See H2&

H27

H26

(a) - (c)

Sce H28

(d)

Sce H2S

H27 INFORMANT OR SPOUSE IS HOH

Check household box Cor details oC other adults (age 16+) in household

For each person aged 16+ apart Crom informant

Enter person n umber Crom H'hold box

Ask about each adult in turn:

LT) make a regular contribution <a) Does (ADU to you (and housekeepin

(b) How much altogether?

(c) How long a that cover?

your partner) towards rent, g or any other bills?

Yes ___

No ._ ............

does (ADULT) pay you all

period does Enter period code:

If coded 9 specify period -

this (d) What does payment co

Everything ......... _ .......

Code all that apply

vcr?

(c) Code or ask

Rent/mortgage/rates

Food

Fuel bills _. Other (speciCy). _ •

How much towards ren

of the payment is t/mortgage/rates?

AMOUNT

None of it

d/k. can't split it _ ..

J I I

I_(b) I_(b) I_(b)

2_H28 2_H28 2_H28

So P So P So P

I I I

I I I

2 2 2

3 3 3

4 4 4

S S S

£ P £ P So P

I I I

I I I

2 2 2

I

I _(b)

2_H28

So P

I

I

2

3

4

S

£ P

I

I

2

( c)

( d)

(e)

Sce H 28

H2a Interviewer code (sce HI p63)

owns accommodation wIth a mortgage/loan .. _

owns accommodation outright . ___ .. _. ___ .. _ .....

Others - •• _ •• _. 0- •• •• •• •• .0' ••• _____ •••• _ •• _

H29 Have you ever had a mortgage on thIs house/flat?

a) In which year dId you finally pay off the mortgage?

H30 Can you look at this card and tell me the approxImate value of your/house flat

Yes _ ..

No

Year ___ ~ 19

I Show card IV I3 Up to £2S,OOO

Over £2S,OOO up to £50,000 _.. . ..

Over £50,000 up to £100,000 .... _._

Over £100,000 up to £I 50,000

Over £150,000 up to £200,000

Over £200,000

Don't know

REFUSAL _. __ .... ..

H31 00 you have any property you let or Yes _ ..

No ...

a second or holiday home or any other property but excluding bUSIness premIses?

a) Can you [ell me from the approxImate value propertY(les)?

I Show card IV 13

the card of the

Up to US,OOO _ ..• _ •. ___ .. _._._ ....

Over £25,000 up to £50,000 . __

Over £50,000 up to £ I 00,000 _. __ .

Over £100,000 up to £150,000

Over £ISO,OOO up to £200,000

Over £200,000 ..... _._--_ ... -- . Don't know ______ ...

REFUSAL _ ... _ ....... _.

I

2

3

I

2

I

I

2

3

4

5

6

9

I

1

2

I

2

3

4

5

6

9

I

H30

H29

H31

a)

H30

H30

a)

H32

H32 Has either of you ever inherited a house or (Jat, or any proceeds from the sale of a house or flat. from your parents or anyone else?

Yes

No

_._.-..... _. _._ ......... a) In which year was that? _______________ _ 19

b) Were you able to save or invest any money .. as a result of the legacy? Yes

No

..... _--...... _ .. -

I a)

2 H33

..... I .... b)

I H33

2

, • J AL.L.

il3 When dId you move to your present house/fIat? Year -190

If one member of couple moved in before tbe otber, record &; uk about earlier move.

PERSON NO

134 Interviwer code

Has retired (WHITE A9 CODED I) and has moved Since 1974

Has not retired (WHITE A9 CODED 2) and has moved since 1974

Others ____ _

-IAS RETIRED

-I35 Can I Just check was that before or after you retired?

ro ALL

before .. ___ .

after ____ ....

tl36 a) Old any of the events on thIS card affect your deCISIon to move?

Actual or approachlDg retirement ______ . ___ _

I

2

3

2

01 I CARD IV 14 Change of workplace or Job ___ ,_. _____ -i_.!l3 _ ...

Code

all

Loss of JOb __ .. _ .... _ ... _. ___ . _

Children left home _

Inherited property/money

Dlvorceiseparatlon

03

04

05

06 tbat

Own III health (either member of couple) ... _ ... _~? .. _ .. apply m health of (former) spouse ___ .. ___ ._ .... _ .. ___ .. _~.~_ .. _.

m health of other relatIve/friend . _______ ._ .. _.Q? __ . Death of (former) spouse ... __ .

Death of other relative/friend

Marriage/remarriage ..

NONE OF THESE EVENTS ........... _ ..

10

II

12

99

b) And dId any of the events on thIS card lead to your movlDg?

I CARD IV IS

Code

all

tbat

apply

House to be demolished ___ .. _ ._ ... ___ ._. __ ... ~L._ .. House sold by councIl _. ___ ._ .. _, _______ ._O~ . __ .

House went WIth job and left Job

Moved by councIl _____ ._. __ ._. _ .. __ ._. __ _

Tenancy or lease expired _. _. ____ ._._ ... ___ -_ ..

EVIctIon or mortgage foreclosure

Other (SpecIfy)

NONE OF THESE EVENTS

75

03

04

05

07

99

I

2

3

2

H35

H36

H39

? ;;1

H37 Did you move for any of these reasons?

SHOW CARD IV16 I to live in a more convenient or more manageable house _._ ..... _ .. __ .. __ ... _ ...... _ .. _ .. _ ........ _ ...... _ .............. _ ... __ ........ . I · --_ ......... to be nearer to relatives or friends ___ . ___ .... __ 2 --.......

Code all to live in the country or near the sea __ ._ .. _._. __ _ 3 -'-'-

4 that

apply to save or make money __ ..... _. __ . ___ . __ .. _ ... _ .. ... __ .. -to be nearer shops or services .. _. __ .. _ .... __ .. _ ....... ___ ........ . S .. __ .. _ ......

6 to live in a better area/house .. _._ .. _._._. __ ._._ .. __ ._ ...... _ .. _-_ ..... -Other (specify) ....................... .

. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..

H3g Were you able to put away any money in savings or investments as a result of moving?

TO ALL

H39 Do you plan to move (again) in the next 5 years? '

Yes_ ... _

No _._ ... _. · Yes ..... _ ..

No .. _ .... _

a) Do you expect to be able to save or make any money as a result of moving?

b) Do you plan to:

OK/unsure ·

Yes .. _ .....

No ......... . · OK ....... .

invest any of it _. ____________ ... ___ ..... _._

'"Code all

that

-apply

use any of it for ordinary living expenses ___ _

use any of it to payoff your mortgage if you have one

use any of it to pay for major items like a car, special holiday, central heating, or house

·

·

improvements ___ _ __ .. _ .. _______ .. _

use any of it to payoff overdrafts, loans, or

7 .

I

2

1

2

3

1

2

3

I .. _ .... 2 ---3 .. - .......

4 .-........

S credit cards or other debts ____ ...... _ .... __ . __ ._ .. .. ... _-........

do anything else with it (specify) .......... . 6 . . . .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..

H38

} H39

a)

} Sce 840

b)

} Sce 840

Sce 840

t-i40 Interviewer code (sec G I p33)

Employed last week _ .__ employee __ ._

self-employed .

Others

H41 Do you have a buslDess which you could sell If you wanted t07 Yes . __ ..

No ._.

(a) Do you aim to sell it around the time you retire/give up work? Yes ...

No ..

·If informant has retired (A9 coded I) say 'live up work'

won't retire/give up work ._._.

(b) Can you tell me from th.s card about how much you think your (share of the) buslDess is worth now - IDcludlDg any goodwill, stock or equipment, and any prem.ses apart from your home - after any outstand.ng overdrafts, loans and bills have been settled?

CARD IVI7 under £1,000 _ ......... .

£1,000 -£10,000 ......... .

£1 0,000 - £50,000 _.

£50,000 £ 1 00,000 .

£100,000 - £200,000

£200,000 or more ... _ .. _ .

H42 Has insurance etc. policics yet to mature (sec WHITE p25 C2Sc) DNA

You sa.d earher that you have _ (number) (insurance /endowment etc) poliCies yet to mature Can you tell me approximately how much you expect each to be worth when It matures (use numbers at C28b) --------1

2

3

4

PERSON NO

I I

I I

2 2

3 3

I I

2 2

1 1

2 2

3 3

I I

2 2

3 3

4 4

5 5

6 6

I I

£ £

.

Ice H42

841

Ice 842

(a)

Ice 842

(b)

} sec 842

sce 842

Section J next page

Section J next page

SECTION J

FINANCIAL SITUATION

J I Thinking about how you arc (both) managing on your money at the moment, would you say you arc:

Running

prompt

If a couple disagree code first that applies to either

managing very we!!

managing quite well ............... _ ....... .

just getting by ............ _____ _

2

3

or getting into LJ difficulties ..... _ ... _ .. _ .__ 4

Other (specify) .. __ .. _. ___ . ___ . 5

J2 During the past 12 months have you ever: IY~I No I 1. Had to use any money that you had in savings? __ _. I 2

2. :~e t~i:o:;~:ns:~n~:...~~~~._~~:..~~.~ ... ~~ ... ~.~:. ... ~~.~ .... _ .... _ ..... _._ .... __ . ~ 3. Had to borrow money from anyone when you H

were short, just to make ends meet? __ ._ ..... _ .............. __ .. __ ~

4. ~~~;nre~:~~~d p:~~e:t~r .. ~.~~.~: ... ~.~~~~:.~~ ... ~~ ... ~.~.:. ................... _ ............. 1 1 2 1

5. Had a big bill that you couldn't pay on time? ... _ ... _. ____ .~

J3 Arc you behind with payments at present? 1 1

<al About how much arc you behind with at present?

Yes ...... _ ... _.U Ca)

No ................. _. 2 J4

Under £50 . __ ........ _ .. _ ... __ _

£50, but under £200 _____ . 2

£200, but under £1,000 3

£1,000 or more _ ....... ___ .. 4

LJ

J4 Thc things pcoplc buy and do - thclr houslDg, furDlturc, food, Icisurc aClJvltlcs, ctc - makc up thclr standard of living How salJsficd do you fccl with your standard of IIvlDg at prcscnt?

Can you choosc an answcr from this card

Show card IV I a

If a couple disagree code Cirst that applies to either

Vcry satISfied

Fairly satisf,ed

Ncithcr satlSflcd nor dlssallsfled. .. .............. ..

Fairly dissalJsficd ... _ ...

2

3

4

Vcry dlssallsflcd ..... _ .. _ ...... _ .. _.... S

DK/no oplDlon ... _ .... _ ........ _... 6

JS Can you look at thc things IIstcd on this card and tcll mc which you havc and which you do not havc In this houschold?

Show card IVI9 I Code in Cirst column

For any itcm coded 2 (Does not have) ask:

(a) Do you not havc (ITEM) because you do not want or need one, or because you can't afford I[?

Code in second column. Give prionty to code I (Does not want)

"Can't .CCord' includes can't .CCord to run one

1 A colour telcvlslon .................. ..

2 A refngcrator (INCL FRIDGE/FREEZER) .....

3. A dccp freeze or fndgc frcczcr

4 A washlDg machlDc _ ........ _. __ ... _ .. __ ........... .

S. A tumblc dryer _" __ " __ "_' __ _

6. A tclcphonc ... _ ..... ___ .... ___ ...... __ _

7. A dlshwashcr __ .... ___ ...... _ ......... __ ......... ..

8 A vidco rccordcr ..... _._._._ .......... __ ._ .. .

9. Ccntral hcatlDg (INCL STORAGE HEATERS)

10 Usc of a car or van .................. _ ...

If has a Cridgc/freezcr codc I at 2 and 3

Has

I

I

I

I

I

I

. I

I

I

I

If has a tumblc drier included in washing machine

Code I at 4 and S.

79

(a)

Docs Does not not Can't have want afford

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

About to get DK/ onc DNA

3 4

3 4

3 4

3 4

3 4

3 4

3 4

3 4

3 4

3 4

J6 Can you look at the things on this list and tell me which you have and which you do not have?

Show card IV20 I Code in first column

For any item coded 2 (Does not have) ask:

(a> Do you not have (ITEM) because you do not want it/them or because you can't afford it?

Code in second column. Give priority to code I (Does not want>

(a>

Has

I. A cooked meal every day ...... _ ............. _-_ .... I

2. Meat or fish every other day I

3. A roast meat joint (or its equ ivalent> once a week _____ . __ .. _ .. ... __ ..... _- I

4. A warm winter coat _. __ . __ . -_ ............. _-_ ... I

S. Two pairs of all weather shoe s _ ........... _-_ ..... I

6. New, not second hand clothes when you need them .......................................... . ................................ I

7. Presents for friends or family once a year _ .. ____ . __ . __ _ ......... _-_ .. I

8. Celebrations on special occasio ns such as Christmas _______ _ --- I

9. A holiday away from home ea ch yea r _ .. _. __ ......... _ .. _ .. _ .. _. __ ._. __ ._ -·-··········-·-·f·-··- J

10. A holiday abroad every year or so ................. I

J7 Is there anything else you wo retirement or pensions?

uld like say about

PERSON NO. D

PERSON NO. D

Does Does not not Can't have want afford

2 J 2

2 I 2

. 2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

2 I 2

DK/ DNA

3

3

3

3

3

3

3

3

3

3

83

Ask questions for all problems ringed on flap, then go to EI17 p24

Locomotion

Reaching and Stretching

Person No .

.... 1·· .. 1····1 ....

K K

L L

Holding, Grjpping 1rf and Turning

Seeing

Hearing

Control of bladder and bowels

Fits and Con vulsions

Communication

Behaviour

Eating and drinking

Disfigurement

Independance

N N

o o

p p

T T

u u

v v

w w

x x

y y

- El p4

- EI9 p7

~ 1:24 pg

- E39 plO

- E51 pll

- £63 p12

- £73 pl4

- E81 pl5

- E90 pl7

- EIII p23

- EI14 p23

- EI17 p24

Ask sign posted Qucstions for all Ictters ringed. Then go to EI19, p25

Period Codes

(Enter as a single digit)

Week ........................ 1

Two weeks .................... 2

Three weeks . . . . . . . . . . . . . . . . . . . 3

Four weeks . . . . . . . . . . . . . . . . . . . . 4.

Calendar month • • • • • • . • • • • • • • • • • 5

3 Months ..................... 6

Six months . . . . . . . . . . . . . . . . . . . . 7

Year .....•......•.....•...•.. 8

Other period • • • • . . . . . . . • • • • • • • . 9

1293 RETIREMENT AND RETIREMENT PLANS

SIFT AND CALLS + OUTCOME SHEET

lame ...... . W~IT€:..-Area Address H(Hold

,uthority No.

I INTER VIEWER SIFT SAMPLE I \2-\~ 0\

\. RECORD OF CALLS

,

Call No :- . 1 2 3 4 5 6 7 8 9 10 ,

Day , , /

./' Date /

V Month /

./

// .

Hour

Minute

Sift completed(inc1uding sift refusals or E E. .E. E E E E E E E esta blishing address is ineligible)

Some interviewing done A A A A A A A A A· A

No reply B B B B B B B B B 8

Appointment made C /

C C C C C C C C C

In t .... '": ... nl""'r .loA. "' ....... ""' ........... withdraws / D D D D 0 D D D D D

Time taken for all except /

B.

(In minutes) //

/ B. Record call no. of first call coded E _______________ .. IIb-rrJ ClftL/JO

Data Archive

The text on the left hand side was off the edge in the original.

C. SIFT SHEET

DNA, Sift refused or no household at address ............ X - Complete D

Total number of adults aged 16 and over OD 1.12.88 in household -;J/I Complete Sex and Age Boxes for all household members aged 16 and over on I December 1988

Person (!) ......................... -w ........ _ ........ _ ... -

Person ~ .. , ..... _ .......... __ ............ _ ............. _ ......... ..

Person @, ........... ,. ............ _ ................. _ .. __ ..... _.

person@ ..................................... _ ................. "t .. _'".

Pers~n @ ................................... __ .................. _ ... ..

Person (!) ................................................................... .

Person @ ................................................... _ ........... _'

""" Person (V ............................................. , .................... .

SEX (please tick)

Male Female

[ill]~O ~

0 0 D D D D 0 D 0 D 0 D D D

u \;.~D R ~Ce~ aCe

AGE ON DECEMBER

1988

D D D D D D D D

Is any part of the address separately occupied by persons not entered above?

TICK O\'llE BOX

,/

RECORD OF OUTCOME

D. Outcome of Interviewer call

H/hld contains eligible person(s) (aged 55-69 on 1.12.88) .................... . 01

H/hld contains no eligible person of correct age ....................................... 03

Non-contact (i.e. no one in h/hld seen at sift stage) ............................... 07

Vacant/demolished/address not found .................. : ............................................ . 08

Business premises only .................................................................................................. 09

No permanent residents (inc US Service personnel & Foreign Diplomats) ......................................................................................................................... 10

Institution ............................................................................................................................. II

Refusal (could not establish if household contained eligible persons eg sift information refused) 14

E. ONLY COMPLETE WHERE (SOME) INTER VIEWING CARRIED OUT :-

Enter Rin, Number.- Cod.

I FIN AL OUTCOME ELIGIBLE PERSONS

How many eligibles in household? - t .. interview ed IS

17 po refused

19 acted po not cant

v

,"--"

CpDlplete E - G

to I~ompletc: G only _/

"),'1_ ...., I ~- JII-.'

')..2- 23

:2f-2.S" ")...~ -?-9-

FINAL OUTCOME SPOUSE (under 55 or over 69 at 1.12.88 not eligible in own right)

How many spouse in house hold? ?jf~ 2Cf ..

: interview ed 16 10- ?;,( '"

: refused 18 32-53

: not contacted ' U ...... · 19 "34 - "$ ... Please record telephone number (if available) ....

F. FINAL OUTCOME FOR NON-RESPONDING ELIGIBLE HOUSEHOLD:-

Non response

Non contact - After, sift ................................................................................................... ,. 22 see ove~af 7' '?""J .,6'- ~ T

Refusal - After sift ................................................................................................................ 21 code G 0 erleaf

. Go Refusal main reason ::'

Doesn't believe in surveys

Anti. govt

Can't be bothered

Too old

Bad previous survey experience

Too sick

Dislike'survey matter

Genuinely too busy / ./ ..

Objected to sift being~~d out

Other (specify) / /

(H/hld refusal) Person No .

Person' No.

/ / v,/ I

2

3 3

4 4

5 -. " 5

/ 6 6 "

/ 7 7 /

8 8

9 9

1293 RETIREMENT AND RETIREMENT PLANS

SIFT AND

-- Add re ss '" H/Hold

A. SAMPLE TYPE (lo be completed from Address List)

H/hld contains eligible person IInd is not MO .........•............................ :...... 01

H/hld contains eligible person Ilnd is MO ...................................................... 02

MO address (but responding h/hld cont:! ined no eligible person) 04

No age given on postal sift form and is not MO .................................... . os

No Ige !liven on postal sift form and is MO .............................................. 06

:,::::~:":o '::::::' ::~~,:~~-~~::-:~;:-==~=~~~=:== lJJ J

B RECORD OF CALLS

VI

COL!)'

\4--/5"

omplctc B

kf..' .-Ob

Call No:· 9 10V r-----------------------------~~--+---+---~--_+---4----~--+---4---~/~/~.

2 3 7 6

DIY

.. ,.,-D3te

.

Month ,' ..

Hour

Minute

Some interviewinll done " " " A A A

No reply !l 8 0 D () H n ~!l B

i-I A_P_P_O_i_lI_tm_e_n_t __ m_:l_d_e ____ ,..-:-_______ l C C C C C c ~r~· -l~ C

IInterViewer withd r}\&"1/ I ODD 0 t 1) -L~J-.~ I D

I----~ /-----1---+--+--+-- 11 I \ I Time taken (Of all except n . ./ I I I !

L---;(,.Lr/=--D"_U_iCS_) __ ----........L-..L-----"--J--l--.-l .. -L----.L--l---J~ /' (.0 iO C.

"/ ? I c, -I I

C. SIFT SHEET

DNA. Sift refused/postal sift household moved/no household ............ X • Complete D

Total oumbe, of .d.l ... "d 16 .nd ov" on 1.12.88 in ho • .ehold ~ Complete Sex and Age Boxes for all household members aged 16 and over on J December 1988

01 SEX ~ (please tick)

?~o~

AGE ON I DECEMBER

1988

16 - 4-1 Male Female

5""0

[ill] ~ Person 0 ............ : ............. _ .............. _ ........ _ ........ _ .. .

Person 0 ............. -.................................................... D Person 0·····················································._........... D Person @ .......................................... _....................... D personf) .... _ ............. _.............................................. D perso~ ........................................ _.......................... D Person (i). .................................................................. D person0····················_··························.................... D perso0················································ ................ .

D D D D D D D

E.~ R~© Or

D D D D D D D I I

Is any part of the address separately occupied by persons not entered above?

Yes No

TICK ONE BOX

...... -, I J. t 1 j ,~ . I t I

> ~ Mt~\£-&( AM ~ ~

CoL)'

RECORD OF OUTCOME VI

!. Outcome of In terviewer call

1.12.88) ..................... ~~mplcte H/hld contains no eligible person of correct age ·································· ... ··1 03 1 1

H/hld contains eligible person(s) (aged 55-69 on E-G

Non-contact (Le. no one in h/hld seen) ............................................................ .

Vacant/demolished/address not found .................. _ ........................................... .

Business premises only ................................................................................................. .

No permanent residents (inc US Service personnel 8t Foreign Diplomats) ...................................................•.....................................................................

Institution ........................................................................................................................ , ... .

Refusal (could not establish if household contained eligible persons eg sift i11formation refused)

Household moved out of area ................................................................................ .

07

08

09

10

II

14

99

E. ONL Y COMPLETE WHERE (SOME) INTER VIEWING CARRIED OUT :-

Enter Ring Number:- Code

f8- I~

- ~ .;--

1

...LNToUI

plete G only

plete F + G ..---

FINAL OUTCOME ELIOIBLE PERSONS I I

How many eligibles in household? __________ _ -t'---i

~ J,o- 2..( fdJG-::{.

fliJ6-Z-interviewed ----------r-.~...:;

refused l .' not conta-c-t-e-d--------.-O ...... .

152?--23

172.+-:25"

FINAL OUTCOME SPOUSE (under 55 or over 69 at 1.12.88 not eligible in own right)

How many spouse in household? I 2.8-2Q *"r- ~

16 3;J--~( : interviewed ! -1 ....... : refused .. [~ ....... 18 S2-~

: not contacted .. LJ······· 19 $4--"55

Please record telephone number (if available) ....

F. FINAL OUTCOME FOR NON-RESPONDING ELIGIBLE HOUSEHOLD:-

Non response

S({;u'1, S rl)l..J 7.-

SPDl) J

SpoU~

Moved . h/hld who completed sift moved .............................................................. 20 see overlea~. 36-~ Refusal· (After sift - h/hld contains eligible person(s» ............................... 21 code G ove:)l

(-!Ni1C ,

G. Refusal main reason

Doesn't believe in surveys

Anti. govt

Can't be bothered

Too old

Bad previous survey experience,

Too sick

Dislike survey matter

Genuinely too busy

Objected to sift being carried out

Other (specify)

Code 20. Moved out of Office for reallocation.

Could not establish

new address ................ .

/

(H/hld refusal)

Person No.

~/

/: 5

6

7

8

9

x

/ /

.

/ , /

P~/son No.

/

2

3

4

5

6

7

8

9

x

in the. box below and return to Regional

Documents

sp.ukdataservice.ac.uk · SI293 RETIREMENT & RETIREMENT PLANS Interviewer name . Auth. No. (i) SAMPLE TYPE Postal sift - responden t coded I or 2 on VI A ..... . - non-respondent