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Interviewer name ..
Pers. No.
Relationship to HOH
SI293
OFF. USE
Sex M F
RETIREMENT & RETIREMENT PLANS
Auth. No. CL-I--E:I:YED Area
Ag. Date fini,hed fini.hM fIt ~ducation f/t cont. Ed Mth J V.ar
01 le/-Io HOH 3 4
23~--~~_~~~~--~~~~~~~~----r~~~~ 5 I
~ :t~ I 2 I 2 3 4 1 I I I
03 KGV' I A z=..,. leD I 2 I 2 1 _I 1 1
I 2 I 2 I I I ~
1 2 I 2 1 I I I
06 ! 2 1 ') , .. 1 11 -.l
* Eligible Person = Born from 2.12.1918 to I. 12. 1933 inclusive -
i.e. age 55 - 69 on L 12. 1988
3
3
3
'1 .J
• Spouse of Elig;ble Person = married to Eligible Person in H/hlrl But i~ not. aged 55 - 69 on I. 12. 1988
4
4
4
A .,
5 I
5 I I -.l
5 I _L -.l
5 -.l -.l -.l
5 I I I-L-~ ~ -t~ ~ l ~ ~~ ~ II
_-2 ~~ c:"" £-. ,,-. 1 -.l i
Total '1~~.iI.)~ £NP~.('D '-
'ToTeLIE;, I TdTSPoU To be interviewed
Lf-?~ ~/;Sl: NVIHAEiF!.
SI293 RETIREMENT AND RETIREMENT PLANS SN:OR4b
11 (WHITE)
Benefit Address H'hld unit Pers. N
~t~~~R ~;).I/~I/f-J~ 1/~l'ilViJ '7WCiG_ ::::v~e~~r.s ~~~~ ..... ~~~. " \\\\~~::a~o*-;::~""~::;"'~---'~~-~
Day Month Year N°7 I(GY6D
Date of I I I n I interview ~?3 ;i41!5j.~§J
:rH{IH/Y :!1f{~1f :tNTiut/!:..
COMPLETE AFTER INTERVIEW
(i) IIll 0 n.c.:u.:. , type
(ii) Interview ou tC(·;.-,~
Eiih:J;e individual (aged 55-69) ......... ; ..................................... _ .............. .
Spouse of eligible individual (and is nQ!. aged 55-69) ....................................... ..
Full interview ............................................................ .
Incomplete interview· ............................................... 2 * i.e. Interview not
finished or whole Refusal ........................................................................... . I i
section(s) not completed.
N on con tact ................................................................. .
Other (specify) . . . . . . . . . . . ..... .
OTHER MEMBERS OF INFORMANT'S BENEFIT UNIT ARE:
Relationship to Informant RlLcR!.Ki RELC.-PE.r{2,.
............................... Rt..C..PI'fl3
............................... R~~~
5
AI-A4 Ask or Record
Al Sex: Male ............ . A4 Marital Status:
Female Married ................................ .
Cohabiting .......................... 2 A2 Date of birth:
Single .................................... . Year Day Month
Widowed .............................. .
Separated _ .•..... __ ......... _ .... .
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? ..
Yes .....•...........
No ..... _ ..•... _ X
Yes
f\ I
A7
(a)
A7 (a) Even though you weren't working,
did you have a job that you were away from last week?
No ............. X - - - - ~ (i)
(i) Last
Code first that applies
week were you:
waiting to take up a job that you had already obtained? .................................................... .
looking for work? ............................................ _ ..................... .
or intending to look for work but prevented by temporary sickness or injury? ...... . (Check 28 days or less)
NONE OF THESE
(ii) Were you looking for:
full-time
or part-time work? ............................................... .
63 3
4
\ S
1
Spontaneous - Either ............................................................................. 3
A6 Can I just check, what is the main reason you were not looking for work last week? Is"i'tbecause you are:
perrmnently unable to work because of illness, disability or injury ............................................................................ .
Code looking after the home or family ............................................ . first that retired from paid work ................................................................... .
applies a full time student ............................................................................ .
you don't want or need employment ...................................... .
there are no jobs a vaila ble .......................................................... ..
you have not yet started looking ............................................. .
other reason ........................................................................................... .
2
I
2
3
4bS s 6
7
8
A7
(ii)
A7
A6
(a)
A7
(a)
~ A7
t- (a)
fl5
ffb
Af 'ont'd)
<a> Even though you were not looking for work last week, would you like to have a reuglar paid job at the moment, either full or part time?
Yes ......•.................
No ..•.•....................
A 7 Interviewer code
Had a job last week (coded I at AS or AS(a) _ .................. .
Unemployed (coded 3-S at AS a(i) ...................... _ ....................... .
Retired (coded 3 at A6 Main) ................................. _ .................. .
Others (coded 1-2 or 4-8 at A6 Main) ............ _ ................•........
To all not coded as retired at A 7
A8 Can I check, although you are (working/looking for work/etc.) (see A5 and />.6' do you consider yourself to be retired or not?
FtbFl
1 } AS
2,,; FI-=r 3 . I ~ A9
4 AS
Considers self to be retired ...................... 1
Does not consider self to be retired .... 2
(f8 Other (specify) 3
Spont21'!eOUS Semi-retired ......................................................... . 4
A..$ ?ETIREMENT CODE
Retired - Has retired (A 7 coded 3) or considers self to be retired or semi-retired (A8 coded 1 or 4) ........ .
Has not retired - Others .........................................•..........................................
fr1 I lff ~ Retired }
2 r Not retired
7,!-~o -=- 0/
(b'(b S£;fJ I)
3
AID
(
AIO Current job or most recent job
Job title:
Describe Cully:
Industry:
(a) If employee Ask or record
(i) How many employees work(ed) in the establishm"ent?
(b) If self-employed DQ (did) you employ any other people?
1-2 -; Ob 9-1() =~6~ No
DNA, NEVER WORKED ..... I I, ~ ~ f{f~t.:!s ~ ___ ~; __ ~i--~ ________ ~
Interviewer code
,
employee ........................ .
self -employed .............. .
manager ......................... .
foreman/supervisor ..
other employee .......... .
I - 24 ............................. .
25 or more .................. .
Yes, probe:
I - 24 employees ....
25 or more .. n ••• u ..... u.
No employees ........... .
(I/olpc.c.. occupation
indust~~" • n1v.J:l.iD
1 I q ~ (a)
2 I (b) ft/O:£/vtp
:~C } (i) 11I01i
:..2/ 1 AIOfiI
- r All
1
fNoB
All To all in paid work even if considers self retired (code 1 at A7)
DNA, others ........................................... X - - - - - Al2
How many hours a week do you usually work, excluding meal breaks and overtime?
Enter hours ---------.-I~l r'li.fi ~".J. .... = I
4
l111
AI2 You have told me about your •••.. (CURRENT/MOST l RECENT JOB): is/was this job the type of job you (have done/did) (or most of your working life? .. ,__ 1 A 1'1
lC$ _ ••••• , ~~[ ......
11) What was your usual type of job? No __ •. _~ <a)
No usual type of job/lots of different types __ 1 Al3
Job title:
Describe CuUy:
(i) If employee
ASK OR RECORD FOR Lt.~T FERIOD IN USUi~L TYFE OF !OB
Interviewer code
industry
For last period in usual job
. . .:·:,.ee ............. , I _ ~ (i)
self-employed .... 1 2.:S'3~ (ii)
11 !
i For last period in usual job I
manager ............................. , I n forem'n '·"-~TvjSO· , ·,::>1 J- ! 13 .1_ ,'.. ~'''' l •••••• j ../ 'I ~ .. other employee --... _ ... I 3 I
H
fJ/2-
fJl2J1
I . I. (' £. )0.
r1(~·;
.11!2I
(H) If self-employed
Did you usually empioy any other people?
s
Yes ... ___ ....... .
No __ "_"'''''' l~ 2
I
1112IX
79-d'o =- 02-
(£ND ~t;t? V
If-7 - C~~C 9-10 -= PERs - NIJAI/JCA. No
A 13 Ask or record At what age did you finish your continuous full-time education at school or college?
. r;I'=g=-no::r::c:-s::a::p::s-o::"lf ...... l-:y~e::::a-r-o-r-l;-css-.,
between school and collese
Never went to school ..... __
Enter age
01
1)...-/3
AI4 Do you have any of the following qualifications?
CODE
ALL
THAT
APPLY
I I
• PROBE FOR
LEVEL
ICARD n 11 GCE '0' levels ........ _ ...... _ .... _._ ........................ _._ ... _ ... _ .... _ .. _ ......... J!J.!.~.!. ..... ....... Q.!....... III -IS
School Certificate or Ma tric __ ........................ _ ................................. ~{ ...... ~.~ ........... ~.~...... 1(,. -'7 GCE • A' levels ..... __ .. __ ._ ... _ ............................... _ .......... _._ ..................... ~ ..... 9.$. ............. Q.~....... 13 -/9 Higher School Certificate .... _ .................. _ ...................................•... _ .. !L. ... 9.1: .... ....... Q~ ....... 1-'0 -.:l/ SCE· (Scottish Certificate of Education)· - Ordinary Gra~ ~s.. .... ...... 9.~ ...... ~.l-,;) 3
Higher Grade 'I ..... !?f ......... ~.~ ...... ~'I- -~5 Standard grade .......... _ .... _ ............................................................................ ~ ... ~ .......... 2.? ...... ~ -~ 7 SLC· (Scottish Leaving Certificate)· - Lower Grade ........... JL..~~ ........... ~.L ... ;.8"-;;.1
Higher Grade ......... J ... ~'l ............ Q.? .•.... 30 -3 I SUPE4'(Scottish Universities Peliminary Exam). - Lower/OltJlRry ....... !.2 ....... 3~ -33
Higher .J ... ..!t... .... ....... ~.L ..... .j /.I- -35 Certificate of Sixth Year Studies ..................................................... X . ..!.?:_ ......... n ....... 3l:. -J 7 Clerical and commercial qualifications ( (eg Typing/shorthand/book-keeping/commerce) ........................ J ... g ............. !.~....... 38-31 City and Guilds Certificate· - Craft/Ordinary level/Part t./ .It .... ..... .}.~ ....... #0 - 1.1-1
Advanced/Final level/Part _1 Jr._ ... ....... !.~ ....... Jf;J.-1J. 3 Full Technological/Part III ~ .. .I.fC ........... ~§ ....... I{-I.I- -11-5
ONG/OND, BEC· /TEC· National/General/Ordinary .............. ~./r.:... ......... n ....... Jf6 -4-7 HNC/HND, BEe· /TEC4' Higher .................................................... : ... ~J..ll!. .. _ .. ....... !.~...... Jf.e-1J..Cj Nursing qualifications (eg SEN, SRN, SCM) .............................. '/ . ..!..f.._ ........... ~?....... ~-5 I Teaching qualifications .................................... _._ ....... _ ........................ ~.~.~ .............. ~.2 ...... S;)..- 53 Iviembefship of Professional Institution (s-pc;-eif-y-', .~,. 21. 21 ~JL - ~ , •••••• .::-.;........ ~.,... ..J
Recognized trade apprenticeship completed ............................... L.~~ ........... E ...... Sb -57 , University or CNAA Degree/University diploma .................. ~J...:7.-3. ............. J~....... s-e-r 51
Other qualification .................................................................................... ~ ... ~1:: ........... 3.~ ....... 60-61
NO QUALIFICATION ...................................................................... !!.!1.1..'1. .............. ?~ ....... b ~ -63
AIS INTERVIEWER INSTRUCTION
Now introduce and complete Job and Pension History schedule YELLOW, ppl-3 + Blue and Pink
6
79-J1o:: Cl S
bD~~D b
9-10 ::I'~ No.
B JOB HISTORY JOB HISTORY SUMMARY
Ask or code BI-B6 from Job History and check with informant
BI So can I check, altogether you have worked for ......... different employers - is that right?
Number of employers __ ...... _I2::I.l3
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 -----1/¥.,J.4 B3 CONTINUITY OF EMPLOYMENT
• Count as retired if coded I at A9
Has worked continuously since first job uDtil present/retirement- ...... _ ................................. .
Has had at least one period of not working since first job (before retirement)- ............................ .
. never worked ............................................................... .
B4 EMPLOYMENT STATUS CURRENTLY OR JUST BEFORE RETIREMENT
• Count as retired if coded 1 at A9
Has not retired· and worked last week
did not work last week ................ .
na, retired* (As1~ 0, coce)
Did you retire from a job, or ........................................ ..
'-: ;" tin: you relj:e:'~
3
2
Mth Yr
a) Date left last job ________________ 1 I I '--'-.lLJ...-+¥:....Io!l.!:::.J~
B5 FULL-TIME/P AR T -TIME EMPLOYMENT SUMMARY g+Mo~
82
Ci page 10
B5
All jobs were: full-time ...................... I
.;J Es-part-time ..................... 2
At lout 00' job w" 'ulHim, and at I"" ono w" "'''·tim, ..• U B6 EMPLOYEE/SELF-EMPLOYED SUMMARY
employee (when working) ................. .
"If ·,mploy,d (wh,o wo,kio,) .... _ .• 1 ;'31 and self-employed at least once ......... 3
Has always been:
Has been employee at least once
7
D11 (Have you paid/did you pay) national insurance contributions in all the jobs you have told me about (including part-time ones) or not?
a) So about how many years contributions have you paid altogether whilst in employment?
Yes
No
Don
Number of years
Don
D 12 Interviewer check
Informant is female and married, widowed, divo
................ _ .... ....................... 't know ....
.. 't know ....
rced or separated ....................... . ........................
Others .................................... . .................... _ ..
D13 Since you (first) married have you paid national insurance contributions at the reduced rate for married woman - the small stamp?
a) For abo\:! how r::any years G:d you p:lY at the reduced rate for married women?
.................... .......... _ .. _ ....
Yes
No
Do n't know .....
1
2-'1 3
/.' .,. I. .••
9~
I
} (a)
>- Bl2
SllH 3tJ-3/
.. B13
232 .. Section C
next page
I
2 3.3 5
r (8) BI3
I I
} Section C next page
813~ l\'L!:nb~T of ye; r~ _. f'. i
Don't know
D14 If currently employed (A7 coded 1) and under 60 (even if considers self retired)
.. ' ,.. I l
DNA, not employed or is aged over 59 ... _ X - - - - - Section C next page
Yes ....................
} {SI+-
No ..................... 2 Section C next pagc
Don't know ..... 3
Are you still paying at the reduced rate?
9
1-:;;' - oJ' 4-=7 - t:::.//'5C: I - 1\1 {)NOE:~
C PENSIONS
OCCUPATIONAL PENSION HISTORY SUMMARY
Code Crom Occupational Pension History and check with inCormant
Cl So can I check, altogether you have belonged to ........... .
C2
occupational pension or superannuation schemes run by your employer, Is this right?
(Add if necessary: I'm counting (SCHEME) and (SCHEME) as a single scheme because they entitle you to a single pension).
NUMBER EVER BELONGED TO ----..
NONE-
And you have cashed in your pension rights - withdrawn
C2
see CII pl6
your contributions under ............... schemes. Is that right?
NUMBER CASHED IN -----.. 00
.. I ~o·1 } C3
NONE-~
C3 And you have lost your rights under ............ scheme(s) (apart from the one(s) which you cashed in)?
NUMBER LOST-----y
NONE
C4 So you now have the right to an occupational pension which you are either drawing now or will draw in the future under ................ scheme(s)?
NUMBER RETAINED -----1
10
C4
Sce CS
C2.
CS Ask for each scheme where all rights cashed in (sce 0)
DNA. none cashed in ....... X - - - - - Sce C6
Occupational Scheme Number
Starting with first column enter Scheme No. from Occupa tional Pension History .. 1.!/":'-:"·J...;II~:34_.l..-J-+_.l.-I-+_.J.... 1-1
a) At what age did you cash in your pension under that scheme?
b) Which of these the lump sum:
!Card II 21
things did you do with
f ""1'
L ~::':~:':r~: :~,:;~.;::;--:--- .. --.~:j-~"'. -.-~.....--~ living expC'1ses or neceSSIties ................................... .'r ............................................. .
2.
I '
:~rta:a~e Off i ~ot~ ~:~ ~~~? y.~.~.~ .......... _ ......... -.-~ .. !.1! ........ L .......... L ......... } ..... . _""Iro..-_ J. all
that
2pply 4. use any of it to pay fOT ma jor items
like a car, a special holiday, central
~~~t:~~e~~s~;s~ .~~ ... ~~.~.~~ ..................................... __ .~~ ....... ~ ............. ~ ............. ~ ... _
5. \.!,~ any of it to pay off o\'er~~2fts, I ~ I ". d t' . b" 'I 5 _ .. ,\ 5 I 5 5 oans, crec..,car s or c ner Qe '" ...................... f: •.. ' ..•••••..••.••.•. \ ..•..••••....••...••••••...•.•.
6. did you do anything else with it? ................ ~.J.::f. ........ ~ ............. ~ .............. ~ ..... .
DON'T REMEMBER
c) If invested any of it (b) coded I)
DNA, did
Did you invest it to annuity or pension?
Key A I\If!;W ~~~(:;) ,4~
produce an
cl/c,lf eo~t.J;WN
Nil'! = 19 ~~tJNN[
not
9 9 9
invest X X X X
Yes ..... J 1
No ...... 2 2 2 2
11
(SA
1 c..SBi
1/ '2.. .
If " .J
See c)
I( 4;-
I et 5 J b I(
See C6
c..sc. } See C6
/-:2 = /0 4-7=C;l/SE IV I.J M8Y<
C6 Ask for each scheme where rights retaIned (See C4, plO)
C1I DNA, no rights retained ....... X - - - - - pl6
Occupational Scheme Number
Enter Scheme No. from Qc cupational Pension History 1~1/:l, IU starting with first column .. I i
a) What is the total numbe r of years for which you have pension contributio ns under that scheme?
NO. OF YEARS-1~/f::, i C.4 I I
b) Have you bought any ad ditional years or made Additional Voluntary Co ntributions-A VCS-under c..6 that scheme?
Yes .............. 1 I I 1
No •••••••••• u ... 2' 7 2 2 2
(i) In what year did you start to buy extra years or to make Additional Voluntary con tribu tions?
YEAR __ 19 1.1.:,.(.1 ...... 1 •••••• ... _. I ............ I ..... .
can't remember ....... u 99 99 99 99
Cb c) Are you drawing that p ens ion now? Yes .............. I I I I
No •••• n ••••••••• re 2 2 2
d) At what age did you fl rst draw the pension? c.6
AGE ~/I)). I 1 I
e) At what age will you sta rt to receive the pension? U AGE ,).lJ.'-4 I 1 I
f) Will that pension increa OA " , "" (after . ~ ~ . "" retirement) or not? Cb will increase ................... 1 I 1 I
will not increase .......... 2 2 2
pc,
~ft
~
c)
C-d)
e)
Pf)
~ f )
~ g
NO
P5 } C7 Don't know .................... _. 3 3 3 3
Spontaneous - 0 nly if there is infJa tion .............. 4 4 4 4 g )
g) Will it increase:
in lin e with inflation - I mean is it inf la tion proof-index linked? i 1 I I .........
Code
first every year - but not necessaril y 2 2 2
~U in lin e with infJa tion? ...............................
3:,).b ~ that
applies regula rly but not year? 3 3 3 every ............... k'c-y A N6~ RGC~RD just f time time? 4 4 4 4 rom to ............................ ,r:o~ GAcH ~o~V,4(N
Don't know S 5 5 S ...................................................... -M4'i = / 'j (~LIJ,4f NoS -
GNb 12 ~C"~D /0
(-;)..=//
'lterviewer C code (See C6{c» I I d · . I I: ::~ y.:' :::,:: :;' .::,::n::::._~~+ I
.. . lJes 2:=] Sec C9
~6'-OA1> lr l-
~/VTI'" U bO
c.;::r
cs Ask Cor each pension now being drawn Pension Scheme number
Enter Number Crom C6 -a) You said you Cirst 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 .....
later
(i) Is the pension less than it would ha ve been if you had drawn it at the usual acc./timc?
Yes.
No ..
... u._ .. ~ .....
............. _.
less .......
.......... u •••
/)-1/3
I
:/~ 1 ( /f.::,
(ii) Is the pension m0re than it _,i.JT_· ""., ~.G
Ye>, more ... 1 ! ~ 2 • 1'1 drawn it at the u~ual age/time?
(iii) Could you have drawn it earlier or later if you'd wanted or needed to!
)'io ................. l
Yes .............. .
No ............... .. I, ? 2
I .1. I C.SOC(.ND
1 1 I 1 f~i~ 2 2 2 ~ (i) 3 3 3 (ii)
1 I 1 rAr b)
1 2 2
~
2 1
I 1 1
2 2 2
·1 i 1 I • 1
IQ I • !
b) Did ~ou ta~e. or receive a lump Yes ............... I c} SUIT, I~, 2CCltJOr. to t~e pc.;-,sio~ ... er-: when you began to draw it? No ··.·· ... · .. ·· ... ·1 ., I 2 2 2. r \..-c~
c::) Which or these t~inr;s did ye do I I I ~ .. ·;i'}-l ~"~~' lUl7l:-' -- C c:'":> c.. '. ; .,;)q , . , : , h-6
! CARD Il 21 ~: ~::e:~:n:f~: ~~r .=;~.~~.~~~ ..................................... :.~.; ........ : ....... , ....... ~ .... ' ....... :....... If 2-
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 I See !ike .a car, .a speci~I __ ~_o_li~.:~. __ ~~~.:r4a; .. ? ?-3 4 4 4 'f heatrng system or nouse:; lIU~}IV~~Ul"'''': ...................................... __ ~ •• '.,0."'.", ..
d)
-+ S 5. ~;:n:.n~r~:it~~rt~s p:: o~~~r o~:~~~~f.~~: .............. ~.?:!. ........ L .......... ~ __ ......... ~ ....... j "
6. did you do anything else with it? ............ _ ... ?.?:.~~ ....... ~ ............. ~ ............. ?...... ~ (...b
d) If invested any of it (c) coded I)
DNA. did not invest ..... . x
Did you invest it to produce an ann ui ty or pension?
Kc-y' A NGI;o.J ,f~oteD
Yes ............. .. ~b "-.1' - ?
x
2
x x - See C9
1 c..8D } See C9
2 2 ,-1'<0 ................. 1 - I 13 ~--~~--~~--~----~
C9 Interviewer check (scc C.6(c)
1-;;':: 12.
Has yet to dra
Is now drawin
w at least one pension
g only/all pension(s) ....
--_ ..•... 2 ,
3~1 ............
CIO Ask for each pension still to be drawn Pension Scheme number
Enter Number from C6 -a) You said you will start to draw that pensio
at .... (AGE) (Sec C6e). Is that the usual age for drawing that pension or earlier or
n
later? /time ". usual age
earlier .•.. . _ ............. later .... _ ..
(i) Win the pension be iess than it would have been if you, had drawn it at the usual age/time? Y cs,
................
less .......
No . _ ...............
(iil Will the penSion be mOit than it would have been if you had drawn it at the usual age/time?
Yes,
No . (Hi) Could you draw it earlier
or iater if you wanted Of needed to? Yes
No .
more ....
................
................
................
b) Do you have the right if you choose to tak e any of that pension as a lump sum when you reach the pensionabie age?
c) Do you think you will take part of it as a lump sum?
Has to take part as lump sum=code I
Yes
No .
D/K
Yes
................ ................
..............
............... No •• •• u ..........
D/K, haven't thought. .................
d) Ha ve you definitely decided what you will do with that lump sum?
Yes .... n •••••••••
No ................
14
/.l.l t3. ...L I j
I I 1 1
2/5 2 2 2
3 3 3 3
1 I ~ 1 I I
2 2 2 2
1 1 1 1
/7 2 2 2
1/8 1 1 1
2 2 2 2
1 1 1 1
2/q 2 2 2
3 3 3 3
I I 1 1
2 2 2 2
d--o 3 :3 :3 3
Id-l 1 I 1
2 2 2 2
to CIO c...4 to Cll
G I Oo<:.c "" 0
C.loA (Hi)
(i)
r (ii)
(,,1 0 11I } b)
c.tOITlZ.
} b)
} ~!0Ilm:
L.IO,B c)
} See ell p16
r d) c..J 0 (.,
1 ", Cl' p16 ~
(,,100
} e)
Cl" (cont'd)
Pension Scheme number
Enter number from opposite page
e) Which of these things do you think you will do with it?
ICard 11 3\
-
I
-I ,
I I 1. invest any of it? .- ........ ~ .. ~ ............... • .. u ....... __ • ............... 2.
Code use any of it for ordinary living expenses or necessities? ................ . ...... J..8. 2 .. .. ..............
all 3.
that
use any of it to payoff your mortgage if you have one? ....................... . ....... ~)!/. 3 .. . ...............
, 't.
apply USe any of it to pay for ma lOT items like a car, a special holiday, central heating system or house improvements? ..................................................... ... -~~ ... -'-...... . :.~ :. ~.: ;-,:::':,' C[l~ Ov(..;·.:.::·~'~;_l
loans, creditcards or other debts? ......... .
6. do anything else with it? ........................... .
D/K. haven't thought .................................... .
__ ._1~ __ .~ __
6' 6 .0.............. .. ..............
7 7 •••• _u ... u •• • ................
f) If wiII invest any of it (e) coded I)
Dj";;", wiil nut inve$t ..... X X
Will you invest it to produce an annuity c. :;~c.sjor.? !' cs .............. . ·1 1 1
Klij ANe-10' R6C()~ F()~
GAc.H CO,t.VMN
J -. _ ••••••••••••••••
D/K ............ .
15
2 ;.:~ 2
3 3
2 2 .. -........ -.. ...............
3 3 . ..........•.... ...............
4 4 . ................ ............... I
5 ' 5 .................................
6 6 ................. •• u ............
7 7 ............. _ ••• u ...........
X )~
I I
2 1-
3 3
Cloe-1
• 2.
'I 3>
r Scc f)
, 4-, . ,
J
,. :> 11 b
(IOE-CI
! ClQ F
c... •• Interviewer check (see pI of Job History)
Informant has been but is no longe or has been married more
married han once
Others ................. _ ......................................................................................... .
el2 Do you have the right to a pension from any of yO\1r previous husband's/wife's employers which you are either nov. drawing or will be able to draw in future?
Yes ............................ .
No ............................. .
Don't know .......... .
a) Is that a pension from just one pension scheme or more than one?
","TT T'lA'D'I:"D Tt:' 'I...Ir\D'I':" ,,"'I V.lVl.LJ.l:;.tn.. le" JYIV.l'-L
One only ............... .
-I l Cl2
2)-~ Cl4 G\\
G\1.J1 ".0 i .....
I-~ =13 #--7=~S-G 9-lo=~~. NdNl!6t( r--p-e-n-si-o~n:2sc:..:h±e=m=et::::N=o=. =:r-----
Ring No. starting with first or only one mentioned ---.~ __ 1..J1:....;'~9-__ 2_+ __ 3_-l C\2t>U-NO
b) Are you drawing that pension now or not?
Yes ........................... ..
No ............................. .
c) At what age did you first draw the pension in your own right? .1
1
2
1
2
c..l2.S c)
r d)
AGE ---_I 'fil..!.b .... 1.... . ... 1 ....
r---_~----_+----~r Cl3
d) At what age will you start to receive this pension?
AGE ___ _ '71/8 .... 1 ....
e) How much will the pension be?
AMOUNT __ .. £ .1.1.-).3 ..
D/K ......................... 5 5
................... 1 ;111
4 I
0) What period will that payment cover?
Refusal
•••• 1 ••••
5 , '01"\ "". ~
4 I L.-t.l..V \<.
Enter period code ___ I >~ I I I C-lllJ:. L-_~ ___ ~ ____ ~
16
Ring No. as on opposite page ...
ell Will that pension increase start to receive it) or not?
at all (after you
w ill increase .............. _ .......... _ .... .m no! in!:;r~i!,~c::, .•. ,~ ..... ~ ........
D on't know ..................................
Spontaneous - Only if t here is inflation u •••• • ....... •• ••••
ation . I mean In line with inn is it inflation pr oaf /index linked? ................
.ot ~ year but ~ in line with inn
necessarily ation? ..........................................
regularly but no t every year? ..........................
just from time t 0 time, · ........ · .. · .. · .. · .................. ··1 Don't know · .................................................................. ,
Pension Scheme No.
I ., :>
1 1 1 f- a)
2 2 2 1 "h
3 3 3 .t C14 C)3
4 4 4 a)
I I
1 1 I
)-7 2 I 2 2
3 3 3
I..,
I /
I , .. .,
c C " J
.'./ ,t r I·.<·~ .~. I"';;:) n ~ L--__ -4 ______ ~ ____ _
fcCl'pO FeR. 6IIct{ t:t?J-f)~N
MJI(x = '1 CO,l...t/MNS'
C14 Interviewer instruction
Return to Job and Pension History yellow pages 50 - 51
ii
PRIV A TE PENSION HISTORY SUMMARY
Code from Privatr Pension History Bud check with inrormant
ClS So altogether you have contributed to (NUMBER) .... private pension scheme(s). Is that right?
NUMBER EVER CONTRIBUTED
C16 And you have cashed in your pension rights - withdrawn your contributions under ..... scheme(s). Is that correct
NUMBER CASHED IN
Cl i And you have lost your penSiOn dghts under .... private scheme(s) (apart from the one(s) you cashed in)?
?
NUMBER
C18 And you have kept the right to a pension which you are either drawing now or will draw in the future in ..... scheme(s)?
TO ...
NONE-
NONE-
~OST ... JJI"\Nl= ,,,....,,.&. .. - ---...
NUMBER OF RETAINED RIGH ns ... NONE-
IS
CON TIN Ucr>
I
......... ~ C16 CJ5 :2b-'J. 7
00 I-
.... 1. ...
).B--:v.r 00
.30~3·' 00
• ••• 1 ....
3;2.-33 00
See C25 page 23
_ • J
} Clb
Cl?
(.\8 } S" C19
CI9 Ask for each scheme cashed in (See C16)
DNA, no scheme cashed in ..... X - - - - -I- See C20
Private Pension Scheme No.
Starting with first column enter Scheme No. from Private Pension History .. 1.2,/3, , ,Glq(J6N~C
~~~~-L~r-~~~d-~
a) At what age did you cash in that private pension?
AGE - J.!.1.-Ll.5J1I.:../~'_....I.--'-+-_~ '+-_L-j'
~ Which of these things did you do with the lump sum:
Icard II 21 I. in"" .ny or it? __ .. __ . _________ . __ . -.-.!D . __ ... '_. ___ .1-_ .. __ .L .. ]
u:: ~ny of it for orcin3.r\' ,J . I .... -'. • . ... " ," j
li-. ; __ ~ CApe •• ses or necessi,_ .. -................ ....... ::.: .. S! .• •••••••• :: ..................................... 1
Code 3. use any of it to payoff your all
Cl~A
mortgage if you had one? ............................ ....... ~ .. .l7 ...... .} ........... } .............. ~ ...... . use any of it 10 pay for mC.:n items like a car, a special holiday, cenlral
~~~t:~~e:~~~' .. ~.~ ... ~.~~.~.~ .......................................... ~.);; ........ ~ .............. ~ ...... _ ....... ~ ..... . r SO' \_
that 4. apply
5. use tny oC it 10 pay cif oyerC!r~ft", I ). I I loans, creditcards or other debts? .......... + ...... ~ ... ..1. ........ ?: ...... + ....... ? ..... \ ....... ?:...... !
6. did you de' anyt~ifl£ e l <. "-'i,h it? .......... TI ...... ~.27L ..... ~ ....... L ..... ~ ..... J ...... ~ ...... 11 ! I I " j
~ I, : I _
DON'T REMEMBER 9~::' •••.••••.•••.• ~."!.
c) If invested any of it (b) coded I)
DNA, did not invest ..... . X
Did you invest it to produce an annuity or pension?
1<5/ A Nc~ Rt3L(;)4.D rO~ 6'1d1 CD~()MN
Milt. = 19 CcI-JlI>ft./S
19
Yes .....
No ..... . ~~ ,
9 ..... 4 ..........
X
1
2
I
, L 9 9 ................ ..............
X X
1 1
2 2
I I I
1/1-
, b
See C20
/-;;.=15
C20 Ask for each scheme where rights retained (See CIS, pIS)
DNA, no rights retained ..... X - - -- -r See C25, P23
PRIV ATE PENSION SCHEME NO.
Enter No. from Private Pension His tory -a) For how many years did you
contribute?
contributed one lump su
b) Are you drawing that pension now or not?
1: A 11<: _ -~& .... .., m only ......
Yes .... .........................
No ..... .........................
c) At what age did you first draw the pension?
AGE
d) At what age will you start to receive this pension?
AGE
e) Will that pension increase at all start to receive it) or not?
Will increas
(after you
e .................... Code
first
that applies
Wiil not in crease ..... u ..
Don't know ......................
Spontaneous - Only if there is in nation .........
f) Will it increase:
In line with inflation is it inflation proof/in
Code linked?
- I mean dex
first
that
applies
cessarily every year but not ne in line with inflation? ..... h ••••••••••••••••
regularly but not ever y year .........
just from time to tim e .......................
Don't know .................... . ........................... 1<&,/ IJ NoW /(GC~D ~,#!?
~ GAc.J! eol- {)Mft/
ft1/ft = '1 eo~tJMNS 20
1:;'1 (~ ~
.... ! .... •... ! .....
15"-lb 98 98
~(7 I
2
1f...l1 .... 1 ....
~.'? 1).;/ _ .. I ....
I I
., ., ~ .. 3,).2
3
4 4
I I
>-3 2 2
3 3
4 4
5 5
i i
.... 1 •••• .... I ....
98 98
I I
2 2
.... I .... .... 1 ....
--I. ... .... 1 ....
I I
., 2 ..
3 3
4 4
I I
2 2
3 3
4 4
5 5
c.?-.o It
(..;LoB r
r
c)
d)
i"
Glc> C
e)
r
G.2.oD
G2.oE.f)
C21
f)
C-2..0F-
._-" --, -~ -.. -------... -..... ~ ... -.... ~~ .. --........ -................. .
/-;.:;/1::,
C" I Intcrvicwcr chc:ck (Sce C20(b»
Is now drawing at lcast one private personal pcn:sion C22
Is not y,et drawing any privatc pension
C22 Ask for ca ch p'cnsion now being dr:awn
Pension Scheme number
Scc C23 next page
G.
Entcr Number from C20 - r ".., (JEll" e ~/~~IL~/3~_~I~_~I-t-__ ~I~~· ~ a) You said you first drcw that pelllSion
at .... ( AGE • see C20c) was that the age at which you originally agrec:d to draw the pension or was it earlier or later?
IIgreed age ......... .
e:ariier .................. .
la ter ...................... .
no agreed age/age rangc agreed
h) Die' )". :.. er ,k ;'0'· -::,~ ." :;.
lump sum wht:.;, :,.ou reached the pensionable age? Ycs
c) Which of thcse things did you do with the lump sum:
I I
2/5 2
3 3
4 4
I I
2 2
I I
~ 2 .. C12 '. 3 3
4 4
i I
C-2.2..B (c)
2 .,
Scc C23 .L
next page
, .. "
I Czr": I: ;: i i,:,~~an:. of iI? -::~-.---...1__'.!.7.11__'.. __ 1..[_.1 1 (.22- c..1. loo:. "':'!.I ..... It fe: Cle",:., I _ J" If
Code
all 3.
that
livil:[ -~~ .. ~)';.5CS? ................. " .. ~ .............................. ; ........ ~ .. ~~~~~-.... ' ... u ... ;. •••••• I ........ ~: ........... " .. ;. ...... ' ~ •
use any of it to payoff' your le S mortgage if you had onc:? ............................ ....... ~.f ......... ~ ........... } ............. } .... ..
apply 4. use any of it to pay for major items like a car, a special holiday, central
f;~~:i:~e!~~~s~ .~~ ... ~~.~.~~ ........................................... ~.~ ....... ~ .............. ~ ............. ~ .... .. 5. ~;:n:,n~r~Jit~ta:~s P:: o~~~.r o~~~~;~f.~~: .............. ~ .. ;~ ........ ? ............. ? .............. ~ ...... . 6. did you do anything else with it? ................ ~.;~;. ........ ~ .............. ~ ............... ~ ..... .
d) If invested any of it (cl coded I )
DNA, did not in vest X X X X
Did you invest it to produce an Yes annuity or pension? •• u •••••••••••• I
""3 kGj /f NGi<S No ................. 2 2 2 2 . ,If b::',e 0 rt:> AI;!,
I~ E~c.N ~O)..()MN ? 1 6MO A'~D
~ Sec d)
I- Sec C23
c..2U)
l.:23 Interviewer check (sce C 20(b), page 20)
Has yet to draw at least onc
Is now drawing only/all priv
C24 Ask for each private pension still to be drawn
private pension
ate pension(s) _ .
I? E::(. [DJ!! 0 ~
. __ ...... 2
............. 3~"i
Pension Scheme number
Enter Number from C20 -
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
1/..1.. /A.
I
2/5
3
I
2
Ik 3
1. invest any of it? .............................................. . •. ........ I •• Lt I •
2. Code
all 3. that apply 4.
use any of it for ordinary living expenses or necessities? ................. .
use any of it to payoff your mortgage if you have one? ....................... ..
use any of it to pay for major items like a car, a special holiday, central
........ ?:...r.~
........ ~ .. !..~
heating system or house improvements? .........................•........................... ......... ~.~
5. use any of it to payoff overdrafts, loans, creditcards or other debts? .......... . ....... ~ .. ~l
6. do anything else with it? ........................... . ......... ~.2:i.:
D/K, haven't thought .................................... .
d) If will invest any of it (c) ·coded 1)
DNA, will not invest .....
Will you invest it to produce an annuity or pension?
/<.GI A /V{;~ ~~..QD ro~ '£I1&-1-/ Co~tJ,4IN
M 11'" :. I Cj C~J.. £WtI~
Yes ............. . .. No ............. ..
D/K
22
..
9.)3
X
1
:;.11
• • I
1 1 I
2 2 2
3 3 3
I 1 1
2 2 2
3 3 3
1 1 1 ,,,uuu,,._.,, .................. ................
2 2 2 . ............... ................ ...............
3 3 3 ................ ................ ...............
4 4 4 . ............... ................. ...............
5 5 5 . ...... __ ..... ................ •••••••• u .....
6 6 6 . ............... ................ ..............
9 9 9
X X X
1 1 1
2 2 2
3 3 3
~zc:; .~
C24
C25
G13
c..~LNNO
C2ArVt ~ b)
} C25
c..l.~ r (c)
} C25
1 c..1.A<--1,
1/ 2.-
I1 3 See d)
'/ 4\-
'/ S" L
J I' g
C2..~1
~ C25
Cl~
· Interviewer check (see pi of Job History)
Informant has been but is no longer !married or has been married more t' an once .................... . I f- C26 (, 2..'
3b ...-Others 2 f- C28, p25
C26 Do you have the right to a pension under any private pension plan to which your former husband/wife belonged wh ch you are now drawing or will be able to draw in the uture?
Yes ............................ .
No ............................. .
Don't know........... 3
a) Is that a pension from just one pension scheme or rnore than one?
lOne only................ i
NUMBER IF MORE THAN ONE --+_1 J.~~:J / - ' /. = If' '+ -7=,7:1.:~~ ~_, 9;-.:..:/":..-:::..-:...A2iX~/:c:::.~-======:::J-----
Pensic~ s,-~·! _ .. :.I! i~o.
Ring No. starting with first or only mentioned --__ I
b} Are you dra wing that pension now or not?
'" c) G26B .n
Yes
1--_+--_-+1 _---.11 ~J I 1
r.; ,) .............................. ! 2 i 2
c) At what age did you first dr:;,,: the per:sion 1::-. yot:r c'y-'n ri;.~j.::'
AGE ___ --._
d} At what age will you start to receive this pension?
AGE ----. .. -1 '71.1 e} How much will the pension be?
i
•••• 1 ••••
•••• 1 •••• • ••• 1 ••••
AMOUNT __ £ .t.'i.,?-3.. ~-~~--4--__
D/K ........................ .
Refusal
4 d-tf 5
4
5
4
5
(i) What period will that payment cover?
Enter period code ______ .. _1
23
C27
C.2.6D
GUDk
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 linke d? .. n ......
every year but not necessarily Code
first
that
applies
in line with inflation? ................. "" .. . u ................
regularly but not every year ......... . ..................
just from time to time ...................... . ....................
Don't know ............................................... .. ..................
/(E,/ A NeW I? GC "If/. D ;:0 .If? Gllc~ C(?~ VN)tJ
)..14>( ;17 C~/-.(}MN~
24
Pension Scheme No.
I ,- j
I 1 1 ~ a)
2 2 2
3:lt 3 3 C2! c.1.~
4 4 4 a)
1 1 I
ff7 2 2 2
3 3 3
4 4 4
5 5 5
OTHER FINANCIAL PROVISIONS FOR RETIREMENT
C21 Do you have, or have you ever had, any other financial policies which you have not already mentioned:- like an insurance or endowment policy, or a mortgage endowment policy, specjfically for retirement or which mature around the age of retirement?
a) Have you had just onc or more than
Yes _
No ..... .
1
2
onc policy of that kind'? Number of policies ever held _ 4!. •. ':f.
Ask for each policy
b) At what age did or will it mature. (Add if necesssary:
(a)
C29
I mean at what age were you or will you be when the money could be used to provide an income or lump sum (or payoff the mortgage?
c1.2 8 OL1--r Ring Policy No.
, . 4
S2
'. I , I . 1,1i'\.f . .
b. ,;X;-;;(t;4.iitYl· ./Ios! ~_;ore maturing '-----'---t----t----
c) Code or ask
So can I check, you ha ve .. , . (1''; UMBER) policies which have yet to ma tu re; is tha l righ t?
NUMBER STILL TO MATURE •••• 1 ••••
70-71 ............................... 0 I Done
I-~ C29 If currently married DNA, not married .......... xl- -r C30
:'~.j yel..: r.::. ve· ~:-.y ~ : ::y ~'hi2!-, ';, ::~_ ~.
provide ar.. income or lump sum for yeur husband/wife jf he/she should outlive you during retirement, (apart from any pension you mentioned earlier)?
C30 Have you ever saved or invested any(other) money mainly for your retirement?
Yes
No "'_'
Yes _ ..
No
Spontaneous - Has saved/invested but not particularly for retirement ........
C31 INTER VIEWER CHECK
Informant has (had) financial policy/savings/ investment for retirement (C28 or C29 or C30 coded I) ....
Others ......
25
I
2
7j 3
C't>1 C33
C32
Cl2 Have you ever thought of saving or investing any money for your retirement (apart from the pension scheme(s) you told me about )1
a) Can you tell me from this card what is the main reason you decided against saving or investing for retirement?
lCard 11 41 Could not afford to save/invest
Code Decided would already have enough for
No ..... .
onc
only
retirement .......... __ .............................................................. .
Never got round to it ........... __ ..................................... ..
Other (specify) . • . . . . . . . . . • . • . • . . . . . I
Cll Do you feel you (have) saved enough for your retirement, or not?
26
" Yes, enough ............. .
No, not enough .... .
Don't know ............. .
I r (a) G32. 75 .
2 r SectIon D
1 ~?.Pr 7~
2 Section D . 3
4
1 } (...33 ~77 Section D
D RETIREMENT AGE
Dl Interviewer code Has retired (A9 coded 1) ............................ .
Has not retired (A9 coded 2) .................. .
HAS RETIRED
D2 Interviewer code (See B4. P7)
Was working just before retirement (B4 coded 3) .....
Not working at time retired (B4 coded 4)
D3 You said you stopped working before you retired - when did you actually consider yourself to be retired?
I 12
2
1
2 13
D2
D13, p31
D4 next pagc
DJ 02..
When husband/wife retired ...................................... ........ !.!.':f:.\ D:;-:1. CODE
l.LL
'lhAT
APPLY
3) !. :;1: 0: r:.::ord
to be retired?
When realised wouldn't get another job .......... ........ ~..f.s. \'''1-h'- . ·-t:~',..·:":1 ... - .. to r ....... :""e.\ ... ~ ~: ". • ~~~ ...... '. ...,c.,;;,',. ,:. ! ~ lib!
unemployed/unemployment benefit ended .............. : ..... ?! When reached 60/65 (state pensionable age) ......... ~ .. !..~ Other age ............................................................................. ........ ? ... l§.\
6 (c,i Dk/gradUal~y/no particular time .......................... ................. 1.) Other (speclfy) . . . . . . . . . . . . . . . . . . . 7:Jo·
f.5i 1 ( I ;.;:'
C.O:.':ic:::.r
27
1(2.
I " C It. ~ ,
l)"3,A D24, p35
04 Was there a fixed age for retirement in your last employment?
a) What was the age?
b) Was it possible for you to continue working after that age?
c) Was it possible to take early retirement?
Yes ................. .
No .................. .
Yes ................. .
No .................. .
Yes ................. .
Yes, but only for health reasons .....
No .................. .
D5 At what age you actually
06 Interviewer check
Retired early (Age at m is less than age at ill) ..... . Retired late (Age at m is older than age at ill ) .... . Retired at fixed age but could have continued (b) coded I and Age at [] same as Age at ill ) ........ . Others ................................................................................................. .
D7 a) What was the mInimum age at which you could have retired?
b) Was there an upper age at which you would have had to retire?
c) What was the upper age?
Yes ................. .
No .................. .
1 to <a) - <c)
IS .. 07 t>4-
1
2~
I
11 3
1
2
3.2. 3
4
MB
I- 010
011
012, p30
024, p35
Db
21 '2""7 ~ f\~ ( AGE __ ~. I~·I _ L....:.J U I -
08 At what age did you actually retire?
09 Interviewer check (priority code)
Retired early (Age at m is less than Age at [i) .................... .
Retired late (Age at m is older than age at m) ................... . DIO
D4 Dll
Others 3 to D24, p35
28
DIOa) What were your reasons for retiring earlier than you could have done'?
b) and what was your main reason'?
i I ICard 11 51 own ill health
a)
Code all
that apply
ill health of relative/friend .K ...... Q.'4.: ............ /d:3.......... 2 .. ..
made redundant/dimissed hao, no ~~ice ..... ~$.': ..... 03 .... .
,
b)
Code one only
~ 01
02
03
04
05
06
07
O~
to retire at different time fr~m h~nd/wif~l .109...... 09
,
to give younger generation a ~hanJ Q ............. ~ ..... 10 ..... 10
No~t~:~~:-:-::~:~:-~:;!~~'.~.~~:~~ f D::. p;, DOES
011 What were your reasons for deciding to retire iz.ter than Y0l,; couJc: h3vC done?
a)
apply
b)
bS'~bG
DIDB
D14, p35
b) and what was your main reason?
to improve financial position .... D..n .. fr.:L ................ 6,7Q. .... . enjoyed job/working .............................. .{ ....... ~ ................ 6.E..() .... . - .....
Icard 11 61 {,{b 3; D\lB didn't know what to do after stop{/ing ~ork ...... (zJG) .... .
to keep fit and active ........................ 'f ......... 1 ................. Z~.fi) ... .. 4
persuaded by employer to stay on r... ..... ~ .................. tz!...@. .. .. to retire at same time as husband/t..ife ~ ........... -..... \7,).~ .... .
. G.J to retire at different time from htsba.;a.-/wife ... Z~ ............ .
Other .............................................................. t ......... ~ ................ _ Z~ .. ..
5 D24, p35
6
lJj DOES NOT CONSIDER HE/SHE RETIRR\ t1T~ ............... ?~ ... .. D24, p35
I I 71-eo ::0/
29
9-/~t5e5. No&
012 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) b)
Code Code all one
that only apply
b) and what was your main reason?
Icard 11 71 a;:~~!~·!:~ .. ~.~~.~~: ... ~~.~~~.~t{i~~Q1~~ ........... J) .. ~.@. ... . fed up with job/wanted a chllbgeJ:J2. ............... Lff . .5.® .... . 02
would have had to do more jy,niorL1~s ;(';\ interesting work if had staye'6 ono.~ .... --,6. .. ~7.&.. ... . 03
not allowed to stay on .............. I{. ........ ~~ .............. .!..G. .. 1.1.&2 .. . 04
ill health ............................................. t ....... 9..S ............. 2f:? .. 1 .. m .. . OS
ill health of relative/friend .. ~ ......... o..6. ............. ;;). .. .3.@ ... 06
to spend more time with spolie/f[;J'fi; .......... si?¥..:~ ... . 07
to enjoy life while still youn;;fit 9.~ ................ ~ . .. ltiiL. 08
to retire at same time as huslf,and,<;(fe ........... ~t. ... cp§i) .. .. to retire at different time frfIt hulQnd/wife. './..@ ... ..
- to give younger generation a I~hanc! 1. ................ 1.:t:. J..Q .. ..
09
10
I I
Other ................................................... ~~ ......... I?::. ............... l..'t. ..... 2 ..... . 12
Spontaneous - never thought of staying {jJ?:·fJ..!3.. ................. J../;.-:: .l@ ... . 1-----'
30
?~-3r
Dl~
D24, p35
HAS NOT RETIRED
D13 Interviewer code (See A 7 and A9)
employed .............................................................. .
unemployed/seeking work .......................... .
not working and not seeking work .... .
D14 NOT WORKING AND NOT SEEKING WORK
Do you expect to work again?
. l L(.-o
2
3
Dl.5
D19
D14
D\3
1 LJ-f D 19
2 ' No ··········································· .. ··1 3 I} a)
Yes/hope so ........................ ..
,. \ '."1 ..
D/K ........................................... H : I
_;..:~~ ',0 L:. re~irc.d·!
14-). when husband/wife retires .......................................................... .. D\4fl1...
if/when can't find another job ................................ ...... J.Y:; , 2-
when entitlement to register as unemployed/ unemployment benefit ends .............................................. ~ ... ..
when reach 60/65/(state pe1Jsion~!Jle 3?e) .................. ~ .. 4..
If 3 If 4-
c:~:.:: r ~; f c. .. ............................................................................ ..1 ..... ... ?f::~ ! ... , ........
ne\"(?!'"/',:'hen Ge?G/~r,ab~e to v.,'C":;: ......................•.... l. ........ ~ .. ~t.~
,. "
~ L ~
'. \.', ,/:
Oth~: .................................................................................................. ~ .. ~:~ .. ~/ DK-n (;~
b) Ask or record
At about what age will you consider yourself to be retired?
AGE _~ ~-sl
D/K ................................ "- 01/ D24, p35
31
015 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?
Yes .......... ..
No ........... ..
1 1 (a) - (c)
2S, 1 'l r 018 "le ".. U t ..,1
AGE _53... -Yes ........... .
No ............. 2
c) Is it possible for you to take early retirement?
DK ......... _~, Yes ............ I
Yes, but only for health reasons ..... 2
No ............. 3
DK 4
016 At what age do you expect to retire? AGE _5'7 ..
017 Interviewer check D/K .......... .. 01
will retire early (Age at [I] is less than age at [J) ...... ..
016
021
will retire late (Age at [I] is older than age at [I]) ... .
will retire at fixed age but could have continued I." _... • ... _ _ _ ~ r-::::-1 _ _ __ _ _ .. _ _ _ ... riI \ ~D) coaeo 1 ~ A.ge at I.!J same as A.ge al l.!..J) ........... . ~ r ::: ~11-
-' JJ.L.~, P 34
Others ........................................................................................................ .
018 a) What is the minimum age at which you can retire?
b) Is there an upper age when you have to retire?
c) What is the upper age?
019 At what age do you expect to retire from employment (IF UNEMPLOYED ADD: I mean
no
if you were working in your usual occupation)?
DK/haven't 020 Interviewer check
DK
Yes .......... ..
No ........... ..
DK .......... ..
Will retire early (Age at m is younger than Age at m) ............................... .. Will retire late (Age at m is older than age at m) ......................................... ..
4 024, p35
I (c)
~bJ. } DI90I2B
021
D22 D20
Others ........................................................................................................... ~ ................................. LI __ 3_-" D24, p35
32
D21a) What are your reasons for deciding to retire carHe than you could have done?
a)
Code all
ihai apply
b) and what is your main reason?
own ill health .................... OltflQ1._ ................. .l:? ... a.efL .. ill health of relative/friend! ..... 9_t_ ................. r..q .. (S.@ .... .
ICard II SI
difficulty of finding anothkr J.g3 __ ................. Lb. .. !.1®. .. -will receive reasona ble fina,.nci~Atrms to f. q ~ retire early or take voIunta\-y redundancy ..... 1. ..... ~.J .. e!. ...
. . (05. "l-. ,IQS) to spend more time with partner/l2mlly ......... ~~ ....... ~ ..•.
. I'f h'l .]] !' I"J(,. ..n. 3 06 to enJoy 1 e W I e stl YC:::Jg/tL ........................................ .
fed up with job/want a ch~ngP'~ ................ .':2.... .... 7 ... _
to retire at same time as hJ!sba~ife ......... =-:?~: . .z~ .... . , , . .,J ~ C;icS) I
lO retire at different tim.; i4toml..tJ •. ~var.d/wife#09_r.~1.~ ......
to give younger generation Ii ctJ.,Qe ..................•. i£ }!(§)._ Other ............................................ , .. ~ ........ tL ...................... ,J.?: .. ~<fP. ... .
DOES hlf"l-r 1"' ...... ,<'." .... ,., YT~ ,~ •• - •• n'J 1- H_L? - RLY ¥,u) r ,,'-'. '-'v.~.HJJl:.l'I. n~/;)n.t:. W1Lew'Re:TIIl~A ......... .. C~ .. -,
::.re :';;',:j' r~:::·.:.~ [(- cw-'~in;: '" .,-"-', I :~; I
Code ail
t~. :
b) and wha t is your main reason?
to improve financial posltlon D..~ ................... J.~(P.. ...... . enjoy job/working ............................... ~ ........ ~ .................. 1.I.{j) .... .
ICard II 91
don't know what to do after stoJ'ping '3,.ork ............ 3 ..... .
to keep fit and active ..................... !! ......... A ..................... ,10. ... . have been asked by employer to llatay-S"n ............... ~1::{j) .... . to retire at same time as husban'/wi~ ........................ ~ ..... . to retire at different time from fl'usbalct!wife ......... 7 ....... .
Other ............................................................ ~~ ......... !? .................. _ ....... 0. .... . DOES
D22fi9 9 NOT CONSIDER HE/SHE WILL RETIRE LATE ............... ...... . .... .
33
b)
Code one oniy
fb .-57 02
03
04
05 ( I G6
1 07
OS !
11 os: 10
D24. p35
~ "
Code 0:';';
3
4
5
6
7
VJ D24. p35
D24, p35
D:2IB
D24, p35
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?
!Card 11 10 I
a)
Code all
that apply
~"''''oI'IIr._1''f ~
will already have enough pension/inPo~ftPmiremen '.f.f.Iw, .... . fed up with job/want a change ......... _ .... l. ........ ~.~ ............. ~ I.@ ... .
w;~~~ ~; Vs~a ~~dd~ :.~~~ ... ~~~.~~.~!..~~.~~ ... ~~~.~.!.~~.:~.~~ ............ ~.. @ ... . t 04- NL.. I_~
will not be allowed to stay on ................................... ). .......... t7..:T..~ ~ .. ..
ill health ................................................................ J .......... £-? ....................... Jri?. .. .. ill health of relative/friend ...................... .1. ........... ~{ ........... ~ .. ;@. .. .. to spend more time with spouse/family/ ......... e.T.. .............. ~p. .. ..L§ ... .. to enjoy life while still young and fitt .......... ~.~ ............. .I.).: ... J.@ ... .. to retire at same time as husband/wifJI ......... ~1... ............ p..'f: ~eiJ.. .. to retire at different time from husbarf1/w~ ............ ~6 ... ~ ... .. to 'v . h 1- ~ .. ::t 6e. i/i.(;) gl e younger generation a c ance '" ...................................... .. I.CL .... ..
Other ....................................................................... ~~ ......... ~~ ............ Zq .. 71..@ ... .. Spontaneous - never thought of staying on ......... J;?.~.~ .. 4..~ ............... ~.~ .~ .. 0 ... .
b)
Code one only
~ 7lf,...75
I
02
03
04
05
06 D24
07 0238 08
09
10
8 13 J
34
7r-~ :=03
WDS~3) \.
TO ALL
D24 Have you heard of the State Earnings Related Pensions Scheme - SERPS - sometimes called Additional Pension?
D25 Will you be (arc you) entitled to additional pension payments under SERPS (when you reach state pensionable age)?
Yes/think so ...... _
No ............................ .
Not sure _ ........ __
Yes/think so ._ ....
No .-..............•..........
Y-IO ==/'MS. No.
1 t D2S ,:). 2 027
3 D25
1 D26
D21
TV,) c: v-....;
2 !3~ DK/unsure _......... 3
D26 Do you know how the additional pension payable under SERPS is calculated7 y" _ ... _-... _.1 1/
1) (.) D:2.b
No ............... _ ........... 1 2 ~ D27
a) HOI" is it calculated? Record and probe before transferred to a precode)
coding (cross out answers
Informant's answer mentions that additional pension:
n f ' ,
l is rcj?:~;5 ;: e2.''';','C ...................................................... + ........ ~.~ .. > 11
is re1z.kd to e2rninrc r; t.:\': l! lower limit I I I i' .. ," .... :':-.::/0: c~:~,'·~·· -:-~:u~';:;-;;;- 1: -:'t. ." ........ ~ .... , ................... J ........ ~ .. ~.~;;::,
'" - .", ,. c.. .....
J-!.-~~:: '
that
apply
td"",Jcnd£ eT r.:Jr~.t!: c.~' c....;,::~:,i .... :;r:s :-r , ::
years pers.:::", has conlributc:d/bdongcd ~ 171 ! '{ , , D"7 to the scheme ................................................................................ :? .... ··Ir "- 3 is (1/80th/part) of earnings times number of contributions years person 1[;-has contributed/belonged to scheme ................................ ~ ........ .
If 4 DUff5 NONE OF THE ABOVE/DK .................. _ .. _ .................... ? . .{.~
D27 Interviewer check (See C6(c).P.12)
a) .Has yet to draw Otie or more occupationai pension(s)(C6 c)coded2)
Others ................................................ : ................................................................................. .
i I 028
2:20 ~ (b) D1-=tFr
Dz::rs b) Is now drawing at least one occupational pension (C6 c)codedl) ...... .
Others
1.JL/~ Sec 029, P37
2 030, Page 38
3S
1-2 ::.20
L_ .. You told me earlier that you expect to receive .•.... (NUMBER) .... occupational pension(s) from your employer (or previous employer(s» .....
ASK FOR EACH SCHEME Pension
Enter No. rrom C6,P12_
Il) Do you know how your pension under the scheme will be calculated?
Yes M'"
No _ ..
b) How will the pension be calculated? Record and probe fully before coding (cross out answers transferred 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 contribu tions plus their growth through investment plus interest rates at time of retirement .............................. .. ..
Other ............................................................................... ..
DK ......
c) What will your income from that pension be?
AMOUNT_
DK ......
d) What period will that cover?
Enter period code __
e) Do you know: is that scheme contracted out of SERPS?
con tracted out ... not contracted out .. ... DK ................................. .. ...
1:;~/3
1
2 /5
1
lb 2
3
9
£.
'7-;;./ 1 :;'.2-
})3
1 ~¥-2
3 I~t ANcv.J 1(~Ci?~ () ,c~~ EMH ~t:'.l.. V/ol N
M4X ::: Iq Cb,LtJMt\lS 36
~
I
2
I
I ... .L
3
9
£.
1
I
2
3
Scheme number
t
D2$( ~ - t
i D~I~
1 I
2 2
1 1
D2aB , 2 2
3 3
9 9
£. £.
D'2JIlMI
1 1 D'22t>'t<.
b~D
[)J...~E.
I 1
2 2
3 3
I" (b
I" (c)
I"
(c )
j
r (d )
(e
(e
}~ ee 29
/-2 =.2/ f-IO :::.F?~~ b.
To currently married informants
DNA· not currently married ...... 0- 030
029 (Still) thinking of the pension(s) you (expect/ha vel from your (previous) employer(s) ....
Pension Scheme number
Enter No. from C6 PI2 __
Ask for each scheme being or to be drawn
a) Can I check, will your (wife/ husband) receive benefits under that scheme if he/she outlives you?
Yes
No ...... .
G:~ ..... .
b) Will she/he receive:
Running
prompt
a pension and a lump ,~m ...... .
a pension but no lump sum .....
1:;"1/3
I
2 / 5 3
2
or a lum;J sum but no pension? .. 3 I~) Spontaneous . other benefit only ..................... .
DK
pay: '.:: t~ }I':"'-\. , ... ... l _ ' .• _ ...... : _.
Ko
(i) How would it be calculated? (Record then code)
as a proportion/percentage of informants pension .................................. .
Other ..................................................................... .
O/K ....................................................................... .
(ii) what proportion would it be?
PROPORTION/FRACTION -C
4
5
( .
2 (
I
2 rg 3
.. 1..9:::.2:.9. ... I~ 1-,)2 ~ 3 -;).t/-•••••••••••• 1 •••.•••••••
1
I
2
3
2
3
4
5
2
I
2
3
........................
••••••••••• .L ••••.•••••.
1
I
2
i 3 I
2
3
4
5
, -
I
2
3
........................
. ••••••••.• .L .••••••••••
D~q C>CA
D.l.9Y1" I
" .. I
I 3
2
3
4
5
I I , I
! '" ~. ,'" -~ .
. -
D2Qc.:r: 1
2
3
.. l).;hq.f:L .. D2.q c...E> P. .. ~<j.f.P.~
" -37
- 1l)$CX'c"" END ,f6CO-4?D .:L/
~I o
r ( b)
!1 11
11
} (c)
1
J 030
(ij)
} D30
TO ALL
D30 In terviewer 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 nowadayson the whole
I CARD 11 III 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 II III I
often I stressful .................................................................... , I
often boring ........................................................................ 1
often stressful and often boring ........................... .
neither stressful nor boring ....................................... 4
Thinking of all a~pccts of your (present/last) job, · ... ·vt.:ld you say that you: i
I
I Rur.nillg enjoyed your work a great deal ............................. 1
I pro::npt " . I i Quite enjoyed It but not a great oe3 ................ ,
or that you didn't enjoy it at all? ...................... 3
D33 Now I'd like to ask about your health. Over the past 12 mon ths would you sa y that on the whole your health has been:
Running
prompt
good ......................................... . I ).5
fairly good ........................... . 2
or not good? ........................ 3
D31A
D3!B
D33 GREEN SCHEDULE
~ (~Q1..) SI293 JOB AND PENSION HISTORY SCHEDULE 1-2-. -=- 5S III
t-*,..-.",-, ~-J7.-:- _ ------£:;-J (YELLOW) Ci+-Sf£No ~ IF ,,,,~II/E:t.J "\---::r =-S1flI-lPE:D CIr~ NO.
Benefit ..J.-O Cl Tu>.It E: :::. I, ::2. dl.-'-ir Area Address H'hld unit Pers. No.
~EJ~~R 112' /s 114-[1 /5' It 1/9-1[ Is )/7' '~rt /1 D / ~:s Introduction '-FJ!o"':::f!-o "C~t)N-~o ~99 ' '1-1 ~N~
I'd like to talk in a moment about the work you vc! do e since you left sch 01 Cl-I 1 (or college), but first could I make a note of the dates of some events in y ur life that might help you to remember the stages reached and the jobs you have had. kNONtrC.
1. INTER VIEWER CODE
Single ·· __ ··_-_·_·······_····--·-1 tl\ f Q?-' ~"rricd or has been married _ 12 ) 1 Q2 ~ L1
DA TES OF MARRIAGES Co-h.bi,;., ---(\@-Wlf._·llJ It
2. Have you been married once only or more than once? Once only-__ ._. __ , __ _
more than once- _'0_0_. __ . X a) How many times have you been
married altogether? No A/Ils
-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?
If cohabiting ask: In what month and year did you start living together as man and wife?
b) How did the marriage cnd, 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 marriage ended in divorce or separation ask: In what month and year did you stop living together finally?
a) Dat~ began b) How ended
Month I Year Death Div Sep Not ended
No NlIs 3
lva 2- 2 3
3
(c) Date ended (if 1-3 at (b»
Month Year
Q{-2
a) "( L1.
r- 2..
4. I h k nterVlewer C ec Informant is male and currently married
and his wife is to be interviewed ..................
o th ers ........................................... _ .. _ ............ .d~.N/J:I ..
CHILDREN'S DATES OF BIRTH
S. Ask or record -:'.-
J.l"!t " .. ... u. ....... ""... .. ~vu. eVti had any chiidren oi your own? Yes .........................
INCLUDE: Children who have later died, No ........................... (including at birth if mentioned)
EXCLUDE: Step, foster cl adopted children
(a) How many children have you had altogether? NoN8.s ..
q-Io -=- pa N.v M.~
I ." , L-
4-Q t- QIO '1L t- Q5
5 p-.. \3> (' J (al \{L
\.2Nft Q7
~ \4- 15
~ LSA
6. Record (a) - (c) for each child, starting with the first born. } RlPEAT YL~nkl at r-(d_>_i_f_C_h_il_d_h_a..,S ~dUiei...!diUi!..!lA.~.!:ll:=O~~~~r...,~~z=, V~\~c.L ~l..s
to£....~"" UNE. lJ~NG-
(a)
Child's name Year
2 2.T-~
•••• I •••• No -t 2 lS'"- 6
•• _1_ ••
J-12.. 2 4I-4+ __ 1.-
S't> 2
r"I -S2-1 •..• I •••.
J 2 S"f-'o •... I .••.
lit 2 . _ .. i. ...
2..2- 21- :lA-J 2 . _1 •• -
;2.1-2.2. ~ ... o..
.... I.'q
2.f- ~o NitS-. I •.•.
~-"l8 _.1 .••.
_.1 •••.
O-S'l\-._1_ ••
••.. I .•..
6r-~ .... I ....
Ir-II' _.1 ••••
ZS'-g ._.1 .•..
Tf J
2T-1
/I /, Pa'W&Pf!J.. ~T~ CHI£,£) NUMga
-::rq - ~ -::. 0 2-
(~\) ~2)
~~ ~5"" _~ ?".
4-"T ::.~l NO. I I 1
/-2 :..15
.f -10 ":. ~ff 1JiJ • __ ~ ______ J-____ ~ ______ ~ ____ ~
7. Have you ever had any step children who have lived with you, or adopted children?
li""-:,CLUDE: Foster children I Yes ..................... _ ..
fci\ 1:10 How many step children who have lived with you, or ........ #- - adl'pted children have you had altogether? _________ _
YL-:r
(
- -- ,-
mt \.Y' Child
~d Child
[W-d Child
rIDh Child
(i)
Child's name
(ii) Sex
M F
~) 1 Nil 2
1~ 2
1"3c 2
1~ 2
( i i i) D ~te .• t &rted livin, Wllh mronnu.t
Month Year
_ •• 1 •••• • ••• I ••••
~~Iq 10-41 .•.. I .... .... I ....
Rf..P.fA\ As t\PfEbPR\An;
9. INTER VIEWER RECORD AND CHECK FROM Q6 AND Q8
T~(j~t~a ':'1 ~ii.~u~m~b~e:,r ~(j~f~l=iv='i:=Ii!g ~C~h~il~d~rC~-fi~=:::;-__ .~S'C!J~::I-=· .~~4 ~ ~7 -S8 '/ L 4 Include step and adopted children
NoN4s ASK OR RECORD
10 a) I need to make. a note of your date of birth. ,/Uf!rfMal yu;}tY~ I asked you this earlier, so iiiay I just check, you told me it Month Year is .... (READ OUT DATE FROM A2 WHITE Schedule)
Check and record DATE No Nits.. b)
YLJf b) When· did you finish your continuous full time education? "17.;:=;'~.=.r-~
DATE~N.~P~N~~_.~~~==~ : /'J nA hn _.lrt.l_ l\f_~".T" ur ... nt tn 1l",..h,1'\,n,1 C'Y ".\
<-' ...... 7.,/77 0-1 ~!-"} -~ •• ~.~. ~~ ... w ~~"v~'J;;;;"7r YI 6'" c) If retired (A9 WHITE coded, 1) ..................................... DNA ............ ~ QII ~c;<
(f4B ~ 7)1'1/1 ~/() t) Month Yearo.f 7 Ilgt""{t'4;~
In which month & year did you retire? ~l ()~If -=-95(.,( '.'1'1 I· r! IJ ......
d/k no particular time ............... ~ nO .911 ,(U(?c-~ 'IUt/;L'l~
I L INTER VIEW INSTRUCTION
Obtain outline of job history on Job History Outline form. then complete job and occupational pension history.(blue " pink)
..... '.1
e. ThIs period: - tJf)N~ '·/l.
~ md, ",u""" ",.". ...... ~ 11 • No N4s /IIoM4r 1 _ RLJ) continues on later pages. 2 It Y"·t9 Ilt r ",-'1:;'1 2.~ ,,: .-
Employewo. • f}5 .)WujobinU.K7 ~ ~ It) WujobinU.K7 .) Wujob in U.K7 .) Wu job in U.K7 .) Wu job in U.K7
~NfDlID Yes 1 Yes I _~o ~ Yes I Yes I·NO .-L Yes 1 Yes J _~o W- Yes 1 Yes I No W- Yes 1 Yes I-!'Io 1. Job No. • all partly None liD. partly_None .11 partly None all Dartlv Non<e .n Dartlv None
a) Was this job in the U.K1
'n 1 2 3 ~ ~ (~ 2 NA]) 1 2 3 1 2 3 1 2 3
tLOO!.NO :;..tf ~ I , , , I 2. Full or part time Fun-time Part-time FuD-tin··
, l)'"'-time FuD-lime I Part-time FuD-time I Part-tim,e FuD-time I Part-time
'i.L2- 1 30 2 (t /\lA 2 ) 1 2 t 2 t 2 3. OCCUPATION
Job title .
f\/J~= 360 ........ Bl-:;occ. Ji,S1t13 ( ~$~, I , I , I ,
4. Manager/foreman! Man'g'r I FOSN,an Emp. Man·g'r.J foreman Emp. Man'g'r I Fman Emp. Man','r 1 Fomman Emp. Man','r 1 Foreman Emp. -w' SN SN
°rLe4;lOyee (f 3) .
t 21+ 3 2 1 2 :3 t 2 3 1 2 3
5. INDUSTRY
/IIA-:I-Il{-~: I,/-BLS:I:Nb 9t.j)? . . -It
, I I L , I I I 6. Number of employees 1-24 2S or more 1.24./111 2S or more 1·24 I 25 or more 1·24 1 25 ormon~ 1-24 1 25 or more
at establishment
RLb 1 18 2 Q 2) 1 2 1 2 1 2
7. Date began job Bt9ff.io#{ Milt Yr
~ Milt Ylr Milt Yr Milt Yr
~f,.it ~1,411 N~Nlls ~"-tJ ~- c=GJ I I I I I I 8l"fV~ I I I I -8. Date left job &.sJ~
"l!nty,,,o::J1t m~?l 1flMI.tr14~ No Jl/4t~I7(:; ~q~D c=GJ I I I I I I I I I I 9. Main reason for &1 .~
(fo~~~)~il DNA DNA DNA leaving.(SHOW CARD m 1.) 1#i181 D~A ~7. W x CJ x W x ..
'-I---J
kc, K616D
\~ , CJJLJJ~(" /1-~ , I
~f~I\t1r~ '''Trl "t"
O(.JC8 k1=-Y "
Yel No OK Yea No ~K Yea No OK Yel No OK Yea No OK 10. Did employer run a pension
scheme for any employees? 1 2 41 3 Q 2 !) 1 2 3 1 2 3 1 2 3
BL!liP 0010 ..... Qll Q18 Q18 Qll Q18 Q18 Qll Q18 Q18 Qll QI8 QI8 Qll QI8 QI8
11. Did you belong? B L!L 1 2 oS ~ 3 II 2 ,V¥3 ) 1 2 3 1 2 3 1 2 3
0010-< Q13 Q12 Q18 Q13 Q12 Q18 Q13 Q12 Q18 Q13 QI2 QI8 QI3 Q12 QI8
NOlallowed Chose nol to NOI allow..! Chn""nollO Not allowed Cbosenot to Not allowed Cbose not to NOI allowed Chose nOllO 12. Why did you not belong?
gL!!'2... 1 ~ 2 \!. fi If 2) 1 2 1 2 1 2
Go to ..... Q18 Q18 Q18 Q18 Q18 Q18 Q18 Q18 Q18 Q18
l': (waj I Y Yr _ Yr _.A ,. Yr Yr Yr Yr Yr Yr Yr Yr Yr Yr ft ... 1 .... ~ •• ~,_ .11 _r._ 13. Year joined scheme? (code
~.~~ 8r:rtJ [J [J [J [J [J [J [J [J [J more than one only if more than one pension entitlement)
Yn f'~L.!!!.- Yn Yn Yn Yn Yn Yn Yn Yn Yn Yn YD YD YD 14. For how long (did/have you ~ [J [J [J [J [J [J [J [J [J ~f.S ~ ~1~ belonged) to that scheme in I I
(that/your present) job? ~ Nnll t!l:
j .,. _!..1 ____________ tl" ____ Y N OK YN OK YN DK YN OK YN OK YN OK YN DK YNOK YN OK YN OK Y N OK Y N OK Y N OK YN DK Y N DK IJ. UlO you youn;eu pay I.
contributions? 1 2":; ~2? 1 2 3 123 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
" 6S '* NA.J
16. Outcome on leaving job or I~ ~~QJ .r---..
[J [J [J [J [J [J [J scheme/scheme takeover. ~" ~ tJ/-IO [J [J [J [J (SHOWCARD In 2) ",ft Still in job &: contributing ..... 99 99 99 ,9,2/ 99 99 99 99 99 99 99 99 99 99 99
--- r--l r--l r----, r----, r--l r--l r--l r----, t.., ro_L ___ ... ,_ r---l ,--, ,--,
'b1~ r---1 r---1 ,--,
J I. ':)cncmc r'lU. ~
I~ M M LJ W W LJ LJ W LJ LJ LJ LJ LJ 'JiJiii IliJOM NONA~
18. 00 TO NEXT 10BIOR GO TO NEXT JOBIOR GO TO NEXT 10BIOR 00 TO NEXT JOBIOR GO TO NEXT lOBIOR PET. fDD OR P7 WHITE PERIOD oR P7 WHrrE PERIOD OR P7 WHITE PERIOD OR P7 WHITE PERIOO OR P7 WHITE
.... -
3. OCCUPATION Job title
. 1 ~
2
r "A'~ N D
) .
.) WujobinUK?
~ Yel all
1
Yes plll1ly
2
No none
3
2
e. This period: 2R ends on these pages ... ~ ....... ~ continues on later pages'p~1 is
L-______________ ~ __________ ~~-_~~,~ ________ ~~~I~I~ __________ ~~I_~:;_L __________ J_~I_~IL_ ________ ~.~_LJ
4. INDUSTRY
I'v J Iv'r\ 1
.-N4~1,tj- ~DC-'
~ 'f''f/ S. No. of employees
1-5 6-24 2Sor ~i more
1 2 3 4
6. Date began job
~N11jj~ 7. Date left job IJJN~~ (eDter 0000 skllt In Job)
Z:4.u';,f 'ON4
8. Main reason for leaving job (fi1) (SHOW CARD iii I)
a. Period No.
[J b'rn
Month Ycar
I. Full-time education ... 11l--+ 6 Not working ......... L2Y 2
2. Unemployed (i.e. seeking work) for.
Wholeofperiod"'[D: 3 Part of period... ... 2 None of period... ,} 6
I I I I
1-5 6-24 2Sor Nonc 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 Ycar Month Year Month Year i i i ,
I I I I I I I I I I I I I I I
CIJ CIJ CIJ CJ CJ CJ
B. NOT WORKING I FT EDUCATION
3. Start of unemployment Month Year
L I
I I
I I
d. This period:
ends on these pagca ...... III continues on later pagca. ~
4. End of lDIemploymcnt Month Year
I I
I 1
I I
5. Were you registered as lDIemployed?
Yes No DK
I 2 3
I 2 3
1 2 3
I I r None 1-5 6-24 2S or
4
more
I 2 3
Month Year
IIJ~
CIJ CJ
e. If present period ring
U 6. Was period spent
in UK?
Yes I Yes I No all part none
2 3
1DC141.4
I I
None
4
.
a. Period No.
D bl~~rgT Mth Yr
I. Full-time education ......................... ~-7 Not working ............................ _ ........ ~ 2
2. Unemployed (Le. seeking work) for.m: Whole of period ... 1 3-7 Part of period ....... 2 None of period ..... 3 -7
B. NOT WORKING I FT EDUCATION c. Period ended
rn Mth Yr
d. If present period ring
QJ 3. Start of unemployment 4. Endofunemployment
Mth Yr Mlh Yr
I I I I
I I I t
I I t t
1'-2.. =. to 1-1=- O1S~ '(IN - WOl<kJNG AS ~~L '0 'MPLOYEll
. e NO. . ' be c. lfiUid 'en e > d. If present period
S. Were you registered u unemployed?
Yes No DK
1 2 3
1 2 3
1 2 3
~~. 1ifr -.~-.,. ~~ f-( -'(, tJl-a ~-Gib ,,~ ~
{l/IJNA, NIJNII~ ~t!lZSl211 /I/()NlIs ):1-Mm ~j)1 --i9 ~ Mlh Yr
PC/)
.'CI"
e. This period:
ends on these pages ........... f1l continues on later pages ..... W
6. If retired after start of period
ring
7 . Was l1l:I iod spent in UK?
Yes I Yes I No all part none
2 3
+ NEXT PERIOD OR.
P7WHITE
Pc.£ ~ e. This period:
ends on these pages .. ~~© continues on later pages..... 2
I. Job No. No /'lA<,
PC:S'()~NO 116.1 :1-) .) Wujob in UK? .) Wu job in UK? a) Wu job in UK? a) Was job in UK? .) WM job in UK? I I I I -""-, ... I Yes Yes No Yes Yes No Yes Yes No Yes Yes No Yc, I J'~~ No - all nartlv..nnne all partly all partly none none all p:rJy none aii i partly none ,,. "'\
pc.'1,A. 4.. 2.i.q V 1 2 3 1 2 3 1 '2 3 1 2 3
2. Full or part -lime Full;.lime" .J. ~e Full-time I Part-time Full-time Part-time Full-time Pm-lime Full-time I Pm-time I
Pc.2- 1 i'Q 2) 1 2 1 2 1 2 1 2
3. OCCUPATION Job lille
. ",. ........
N4::~5(1 t>C/-3s"1 ) f'L3. Oc::.<. ~/~ i I I I JI I t -
4. INDUSTRY ""I
0/./<.."1 j(£y Cc LvMNt Iq-2 OI-U. PER. Pftb.t
~
pc. 4'J::NI> AlA::. ft'l( ~~i ) I I 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 None, 1-5 6-24 25 or None more more more more more
Pes '1 ~
2 32t0 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
6. Date began job Mon.lb.. ~ Mon~~ Year Month Year Month Year Month Year
NOM/{ (,),./~ .Jo-!l D~ CL] IT] CL] CL] -([j~~I4( ol-l~ Pc6I1CD Imf'
7. Date left job ~ -~. CL] IT] CL] No M~ O-I~ :t ~ DJ (enter 0000 skill In Job) - fi(t~~ -1') :c4...tpe DNA fc:.tk-',. "'1"'t
8. Main reason for leaving job r'~) [J CJ CJ CJ (SHOW CARD jji 1) ~~
,E=..ND REO>RO ~ !-O kL'I J\ Nl.rJ Rl .C&ItD fi>~ Uo ft- CdUJMAI B. NOT WORKING I IT EDUCATION
a. Period No. 'od began c. Length of period cl. This period: ~~
1. Fun-time education ... ~ 6 Not w~king ......... L:..J-+ 2
2. Unemployed (i.e. seeking work) for:r--'-'" Whole of period ... Part of period...... 2 None of period
...............
_m~ I "Ing 1 contmlX~~
3. Start of unemploy ... _. __
Month Yellr ~-<=-~"",,",,,:r=-=-, 5. Were you registCl'ed 6. Wu period spent
u unemployed? ...-::'in=.:...;yUK;=:?-:---r---., Y~ No DK Yes I Y~ I No
" --:::r::: ~p£D Clr.5I!. No. q-IO:: P€/.:..r:)(
PRIV A TE PENSION HISTORY 1-4<-
1.00 you wotdbu", "' hn' you 'm WD,"bu,,', 10 • p"v", y" ·······1 (J~ I.?,- Yf1. pension scheme - like a self-employed pension scheme - a section 22b scheme - or a personal pension scheme, which provides an No l:i!J: 2 RETURN TO annuity around the time you retire? WHITE Cl5
:>Ti4~ RffiaD 3x- \ -2.. -=- 1>-::r 4-"1--=-~rt~ CMl NO. q -10 -=- Pe.~()N NO. 3. Scheme No.
4.
a) Period I No.
(Enter from Iob History) /. 1'\ 5.
b) Type Ofl P~~~~d I ~: workin~~:~ .. ::t-)~ a) When did you first
Working l"Ul f,;} make contributions Ring in chronological order
working Iob Full Part under that scheme? r.E=-m-p-:-IO-Y-ed:-I~S~elC"""'" No. Time Time
empl'd
M.tb- V~I-?<;J
a) (ff~~~~~~ '-IfS'M.! ~/l YP,S'YEArt.. bj Did) ou buy your
pension with one large lump sum or by a series of contributions? -.Jf~B a one only ._ ........... {.~·1 1 " 0
more than one .\...].) ~
Yf+R
Mth Yr
02 D I 2 3 D 1 2 a)
I I I I I
b) Did you buy your pension with one large lump sum or by a series of contributions?
one only .... _ ........... 1 rnn'P" ..... '''It''l "'ft.. ., ~...,...... • .............. Vii ..... •••• "'-
Mth Yr
03 D 1 2 3 D I 2 a)
I I I I 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
Minh Yr
04 D I 2 3 D I 2 a)
I I I I I
b) Did you buy your pension with one large lump sum or by a series of con tribu tions?
one only ................. I more than one .... 2
\<.~"'f f\- N.~ \\\~ \~ ft ('11\.11 ~l ~u h R6...C()~'O 1>""=t- Of"" \l:\. ~<;\~~ UN£-S Fov- ~L~~~
PRIVATE PENSION HISTORY
2. To how many private pensions schemes have you ever contributed ?
I~ N~tVf1s
:~t ENTER NUMBER f- Q3
6 7 b) S At time of last 7
What is the position When did you When did you contribution Reason stopped
now? first draw last pay a (Enter from Job History) making
(PROMPT CARD the pension? contribution? Period I Job or Not contributions
III 3) ~f
ir. 7> 1<./ rill:. i!jq No No - work· (PROMPT CARD Mt>N~~y~ I ing III 4)
'lP'. 2.'i M~ 'J..-- Se.
Drawing pension t~ dl-l~
~~ Next scheme couldn't afford /p 300l}I or WHITE needed money .. I
still contributinr or ~ '7~ eIS, pIS 1'111
oaly one contribution ext lehe or enough needed ...................... .. 2 .. WHITE ~;f.
~)J:..... contributions ...... 2
cashed in _._ •..•.. .. 3 (e'-"i<j) 'I ~~ YmoE> YPaNoT
flA ~r(.z.~~-~ ~ scheme closed .... 3
rights frozen ~ O.(~ .... ._ 4 ,~rt~~ t6 ;~'1
lost rights ............. '\:) ~t.h~r. ~s~e.c~f~). ~ _____ ~ 77
~2.. "",,:tmYK . 11. _"._ .IA
Mth Yr '1 rJ-17 rv 'j'U J:j,w In 'pr IOlIlb ~-=?-
Next scheme coulan t all oral
Drawing pension .. 1- or WHITE needed money .... 1
,till contributing or I I eiS, pIS only one contribution Next scheme or enough needed .......................... 2- WHITE 016 p18 contributions ....... 2
cashed in ................. 3 Mth Yr
-0 D scheme closed ..... 3
rights frozen ._ ... 4 3 I I other (specify) .... 4
lost rights ................ S · . . . . . . . . . Mth Yr
Next scheme couidn't affordl
Drawing pension .. 1- or WHITE needed money .... 1
dill contributing or I I eIS, pIS only one contribution Next ocheme or enough needed .......................... 2-- WHITE 016 p18 contributions ....... 2
cashed in ................. 3 Mth Yr
-0 D scheme closed ..... 3
rights frozen ........ 4 3 I I other (specify) .... 4
lost righ ts ................ S · . . . . . . . . . Mth Yr
11 I I ~ Next scheme couldn't affordl
Drawing pension .. i - f- or WHITE needed money .... 1
still contributing or I eIS, pl8
only one contribution Next ocheme or enough needed .......................... 2- WHITE 016 p18 I contributions ....... 2
cashed in ................. 3 Mth Yr
0 D scheme closed ..... 3
rights frozen ........ 4 3 I I
other (specify) .... 4
lost rights ................ 5 · ..... . . ..
I Return to WHITE CIS, pl8
S1293
SIART Rt.-UDR» J-~ :~
Retirement and Retirement Plans IV (GREEN)
:Lk=- 1-2 HEALTH, SUPPORT, INCO'{SfltIr1UJ:> f(i.~1
c...AS~NO (AS£ =. 4- -1- P~tf, 1.. ~WMM nuM8te- Benefit J
Area Address H'h!d Unit Pers .... Na.
[2-llilriJl'S I ~(, I Ft:l~l::9 G);J ~gfAJ::EE 1\t'>],)kPC !-l~
C9 AP-f1'7IV A-D!liV HHLiJIV '-:z "-----...... :=:> .-J r- :r Pfe.~NO S~N.t ul
S"£.tt.V ~~~(}N OG>
1- \ UPPER ?f.R5. NO. CORRfSf'o~DS To LE-M" t\A~~ Co LlIMf'.f
p" L
k~'-{ Et4Ct+- Co Lu t-flN
A;S" t=lR.~T i fO~ t:.JTCH. PW~N \
-r \=- B6m QE~. No .' s- M..E._ ~ £"1--\. \
51:> tt\.E. LA-TtUl ::QJ..t=o R..M. Pr T1 0 N.. t s t)lH'L\.Cf\. TE..? Fe R.. Eent\-- f>~ 0 N.~
CD LJ.J M l-l
" (~
HEALTH SIFT QUESTIONS
[?UII out flap I Health is one of the things which may affect ~ples 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 S25
SI. Difficulty walking for a quarter. of a mile on the level.
S2. Great difficulty walking up or down stairs.
53. Falling or having great difficulty keeping your balance
S4. Difficulty bending down and straightening up even when you are holding on to sooething.
ss. Difficulty using your arms to reach and stretch for things,
S6. Great difficulty holding. gripping or turning things.
S7. Dlfficu!ty recognising a friend across the road even with glasses Or contact lenses, if you wear them.
S8. Difficulty reading ordinary newspa per print even with glasses Or contact lenses, if you wear them.
59. Difficulty hearing someone talk in 3 quiet room.
510. Great difficulty following a conversltion if there is background noise - for eX3Glple a T.Y ~ radio or children playing.
511. Loss of control ef
PERSON NO.
., ~ 1
Yes _._
.. No _._
.. 21~
I
2
Yes _
No __ - ~~
1
2 2
I Yes _
No_
I 1
~~2 2
Yes _
No_ ~ 1
2 - 2
. Yes __
No _ '- ltS
l 1
2 2
Yes _
No_ _ ~~1
2
1 ~
2
Yes ._ ~"" I I
No _ .. 1.":F
..... 2 2
Yes _
No _ -122 1 1
--.. 2 2
Yes _ - 1 1
No _ l~ '-' 2 2
Yes _ ...... I I
No _ ...... '3°2 2
Yes _
No ..
.-.- ..
~JJ 1\ ...... 2 2
RING FLAP K S{
RING FLAP K S2.
RING FLAP K S3
RING K 54-
RING FLAP L !)S
RING S / FLAP M b
RING N Cl. FLAP err
RING
RING se FLAP 0
RING C FLAP 0 JI
RING FLAP P
(
1..", you have any of the following difficulties. disabilities or health problems
SIlo Loss of control of bowels.
513. A fit or convulsion In the past two years.
514. Difficulty being understood by people.
S15. Difficulty understanding what others say and mean.
S16. Severe depression or anxiety.
S17. Difficulty getting on with people so that family, life, work or leisure is severly affected.
518. Frequently getting confused.
S19. Mental handicap or other severe learning difficulties.
520. }~1en.tJ.1 i!l;;~ss er ph~bias ~ .. hich limit your daily activities.
S21. In the last 12 months have you secn a psychiatrist or other specialist b!:cause of a mental. nervous or emotiona I problem.
522. Severe difficulties with ea ting, drinking or digestion which limits your daily activities.
S23. A scar, blc:mish or deformity which limits your daily activities.
524. Getting outside the house or garden without help
S25. Interviewer check
PERSON NO.
No _ ....
No __ .... 2
Yes -- 3~1 No_ 2
Yes __ ._
No _ ...
Yes _ ....
No ___ .
No __ ...
Yes ....... .
No ........ .
2
2
2
2
1
2·
2
2
~ ....
2
2
2
2
2
A t least on: of Questions SI - S24 coded I (Yes) ............... .
Aii QUC'i:i0&1S coded 2
3 2 ............................. olL _--'- ., l~
RING P ~ll. FLAP
RING r,~
FLAP T ~l5
RING
uSt4-FLAP
RING
uS1S FLAP
RING
v~lb FLAP
RING vSI'1-FLAP
RING v~L8 FLAP
RING v'Si'l FLAP
RING vS1Q FLAP ,
RING vSli FLAP
RING wSll FLAP
RING xSB FLAP
S25 SlL1
RING FLAP Y "-
SECTIO.",SL F p26
() I -:+0 _ Q ,,--...,
1-2- =- 2A;
E HEALTH AND DISABILITY 4 -7- ==- Cfl-SE.. d I - P~oN • - () - PERSON NO.
LOCOMOTJON ,. V,
E) Can you walk a quarter of a mile without slopping or severe discomfort?
Yes ...• _ ..... .... 12.
1
No __ _ --
E2 Can you walk at all? Yes .
E3 What is the furthest you can walk on you own without stopping and without severe discomfort?
No __
Prompt At least 200 yards ______ ~; .. ~=~ -
and code
first tbat
Less tban 200 yards but at least 50 yards
Less tban 50 yards but more than a few
-
applies steps? ____ .. ___ . ______ _ -_. Only a few steps? . ___ .. ____ . __ ._ ...... . .. -.
E4 Do you have great difficulty walking up or down steps or stairs?
E5 Can you walk up and down one step on your own?
E6 Can you walk up and down a flight of 12 stairs un you o ...... n:
Yes .... __ ...... No .. __ . .--
Yes __
No ___ .. _ ..
2
I .. )
,~
2
I
2
14-3
4
I 15.
2
lib) 2
.1.
I
2
)
2
1
2
3
4
)
2
)
2
E4
E2
E3
1
E)6 page 6
E16 page 6
E5
E8
E6
E16 page 6
( I )
C
E3
EA-
E5
Prompt
and code
first tha t
without holding on and without stopping for a res
by holding on but without stoppiDg for a rest _._
t ..
--only by holding OD and stopping for a rest __ _ ._ ..
J I
,:/3 2
3 3
} E7 (.0
appiies or Doi at all
E7 Can I check, do you wa Ik up and down steps in a normal manner or do you have to take one step at a time or go sideways or anythiDg like ·that?
.... - 4 4 E8
.. Manages steps normally -·-·-···········I18~ I ~ I L E8 Does not manage normally ._. __ ..... _ ~J
4
(
I
E! Do you suffer from falls or have great difficulty in keeping your ba lance?
E9 In the past 12 months have you ever lost your balance and fallcn?
EI0 How many times have you fallen in the past 12 months?
Has fallen: - 2 times
3 - 11 times
-S ---Ye
No .. -_. __ ..
Ye s ___ ._ ... _
N 0 ____ •.
------12 or more tim es -_.-..
Ell Do you need to hold on to something to keep your balance:
all the lime
Quite often __ ----_. only occasiona lIy ___ ... _
or not at all
E12 Do you have difficulty bending down and straightening up again even if you hold on?
E13 Can you bend down far enough to touch you r knees and straighten up again, holding on if necessary?
.... -_._--._ .....
Y es ___
'0 __ ._ ..
y
N
es ._ ........ _
0 ..................
E14 Can you bend down and pick something up from the flo or and straighten up again, holding on if necessary?
y es _ .. _-._-N 0 .••.. ____ . __
PERSON NO.
~ I
I I r i 2 2
101 I
2 2
1 1
2.'2 2
3 3
1 I I 2 2
Itv 3 3
4 4
I I
1232 2
~ I
2 2
I I
rz>"2 2
EI5 Can you bend do ..... n to sweep something up with a dustpan and brush and straighten up again, holding 011 jf necessary?
y
N
es .............. '~bl 1
0_ .. __ ........ 2 2
5
E9
E12
EIO
Ell
} Ell
.
EI6 page 6
E16 page 6
EI3
~ . .-J:, I 0
EI4
E16 page
E15
El6
6
page 6
\-:::: \ 'I \
L.. .......
}
C:\L £16 L.--<J page 6
Ei6 Has the difficulty you have with (walking/steps and sta irs/balance/falls/bend ing) restricted your daily activities at all?
El7 About when did it first restrict your daily activities?
When first restricted activities
EIS About when did you first have thisjthese difficulties?
Since birth
When first had difficulty
Since birth
6
-
Y es ____ ._
No ____ .
..
PERSON NO /'"
~ .J.
~ I
2 2
Yr Yr
2.i-2.'1 1 1
301 I
Yr Yr
l/~;l. 1
~31 I
( '-,
)
E17 . EJb EI8
}
Go to E.l::tW flap
chcCkE.IW~
}
Go tC£18't11 flap check
E\8SINc.E
(.
fZE-C- 2-Ar--( ~E-(Q 03.) .. EACHING AND STRETCHING
/- 2- - '-4-4--'f .- UlSi
q-/o ::. Ius NO . E19 Can you stretch both arms above your head at the
same time to reach for something above you? Yes __ _
No __ _ -
PERSON NO .
V. I
/2.1 I
2 2
PERSON NO.
Go to nap check
E20
Right Left Right Left
E20 Using your [RIGHT /LEFT1 arm, how difficult is it for you to do the following:
Please choose your a nswer from this card.
IShOW card IV I!
1) Hold your arm out in front of yo u to shake hands with someone? ___ _
d 2) Hold your arm out to the side an put it into the sleeve of a jacket? ..
3) Put your hand up to your head to put a hat on? ..... _ ........ ____ ._ ... ___ _
4) Put your hand behind your back to tuck in a blouse/shirt? ___ _
0 :5) Put your hand above your head t reach something a bove you? __ . __
-
..
I-..J :> u w - !-u. ..l ..l U. :> c:l - -Cl U Vl - Vl
I- u. 0 u. p..
0 - ~ Z 0 -G..1..~R I If!,2 3
fZ.1l5{ 1< 2.. 1/42 3
t.~~3 l/C;2 3
E.2.~!?4-l/.t 2 3
E2.'M<S 1,;2 . ~ 3
r-..J :> u w - I-L:. ..J ..l L:. :> c:l - -Cl U Vl - Vl
r- u. 0 u. ~ 0 -Z 0 -
E..lrf;LI 1 102 3
10
&UPI..2. I If 2 3
E.2JiL3 1 2 3 2.0
22.rpL4-1 2.1
2 3
E-2rJ,-~
11.1: 3
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PERSON NO.
E21 Has the difficulty you have with reaching and stretching restricted your daily activities at all?
E22 About when did it first restrict your daily activities?
When first restricted activities
E2J About when did you first have this/these difficulties?
Since birth
When first had difficulty
Sine: birth
7
./
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No. ___ ..
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E22
E23 Ell
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r=-17J~!.l/~ ~
1-2-4--:t
HOLDING GRIPPING AND TURNING '\- \0
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 your 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 tic a bow in laces or string without difficulty?
E26 Can you pick up aDd hold a mug of coffee or tea with either your right or your lert hand?
E27 Can you turn a ta·p or the control knobs of a cooker with either your right or your left hand?
E28 a) Can you pick up and carry a piDt 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 dirficulty?
b) CaD you serve food from a paD 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 dirCiculty?
8
Yes
No
Yes _. __ .. ---.. ~ .... --
Yes ---No ---
Yes
No
PERSON NO
~ I
i
I i
2 2
a. I I
") 2 &-
I I
2 2
14-I I
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b)
£26 E25A-
c) E'1$S E26
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£26 E.2~C-
YeS ___ ~E27 No I 2 I 2 l £36 E-2b
--- 1>2
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No
Yes
No ----s __
Ye
No .
Ye s . ___ ...
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page 9
E28 6.'lJtE36 page 9
b) f-28{( E36 page 9
E29E28B E36 page 9
E30611
E36 ""'.,.0(" Q
Yes --·m ~~~·~1~ NO ___ f.-82 ~JV 21 page 9
Yes -__ I I E31 t::1),f2 No __ _ . 2
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b) E 31A £36 page 9
£J2E3/E £36 page 9
( -
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 difficulty?
b) Can you wring out washing light washing without difficulty?
E34 Can you pick up and hold a mug of coffee or tea with both your right and your leCt hand?
E35 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 from a sponge with both your right and left hand?
E36 Has the difficulty you have with hoJding" gripping and turning restricted your daily activites at all?
E37 About when did it first restrict· your daily activities?
When first restricted activities
E38 About when did you first have this/these difficulties?
Since birth
When first had difficulty
Since birth
9
es y
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---.. ~ .. -.. 0. ___ .....• _ ..
es y
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es _ ...... _. y
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E36 E32
b) EIsA E36
E34 E.33B E36
E35E.34-E36
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E38
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E.. -;&sJ)J.U
04-::::.. 1-1-80
(SE-Q OSJ <::
1-2 4-"1-
2A- GFt$£
SEEING 1-10 -=-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 eheck
., es_._.
0._. ____
es ......... _ Y
N '0 .............
39a) coded 1 'yes' or 39b) coded 2 'No' (Has seeing proble m) -'-Others (No seeing problem) ___ .. __________ _ -_ ... Add 'wearing glasses/lenses' to all Questions if applicable I
E41 Can I 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?
E45 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 welt enough to recognize a friend across the room?
E48 Has the difficulty you have with seeing, restricted your daily activites at all?
E49 About when did it first restrict your daily activities?
When first rcstricted activities
E50 About When did you first have this/these difficulties?
Since birth
Vr'bcn first had dirficulty
Sincc birth
10
es .......... Y
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es ____ . Y
N 0 .• __ • __ .
es Y
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es "' __ '" Y
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es ._ ...... Y
N 0_ ..• _ .....
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No .............
Yes ..........
No .............
Yes ... _ .....
No .............
PERSOPl NO.
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E42 ~41 E48
E43
£48 EA-2.
E44
E48 E.4-3
E45
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E46E.45 E48
E47~A·h £48
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E49 Ed;8 E50
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oS--=- 71-80
1-2 -;:. 2-4-4...:-::::;- =-GAS£. PERSO)oVNO.
HEARING <{-iD =- PW.NO. ~ E51 Do you wear a hearing aid at am
E52 a) Do you have great difficulty hearing a conversation against background noise. for example, a TV, radio or children playing (wearing your hearing aid)?
Yes ___ /~
No ___ 2
Yes .--.-.--. IJ~ I No ____ .____ 2
1
1
2
I
2
b) Do you have difficulty hearing someone taiking to you ln a quiet room (wearing your hearing aid)?
I---t----i
E53 Interviewer check
E52 a) or b) coded I 'Yes' (Has difficulty) _____ _ -E52 a) and b) coded 2 'No' (No difficulty)
E54 Can I check, can you hear sounds at all (wearing your hearing aid)?
E55 Can you follow a TV programme with the volume turned up (WITH AID)?
E56 Can you hear some one talking in a loud voice in a quiet room without difficulty (WITH AID)?
E57 Can you hear a doorbell, alarm clock or telephone bell (WITH AID)?
._-
Y es ___ •
N 0_
Y es __
N 0 __ . __ •• _
Y es ___
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E55 E:.~4-E60
E56
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E57 ESb E60
E5& E..5i-E60
£58 Ca n you uSe an ordinary telephone (WITH AID)?
v. •• , ~~ -.-.-.. ~~ ! r- E59£S2
E59 Can you follow a TV programme at a volume others find acceptable (WITH AID)?
E60 Has the difficulty you have with hearing. restricted your daily activities, at all?
E61 About when did it first restrict your daily activitcs?
When first restricted activities
No . __ ._ .... __ . 2
Yes ............... !Z,I No ._ .. ____ ... _. 2
Yes ___ . 1
No __ . _____ .. ~
Yr
2.YM-
E62 About ... ·hen did ,'OU first have this/these difficulties?
J1S1 Since birth ----~Ir
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CONTROL OF BLADDER AND BOWELS <I-to ~ PwNO
PERSOYNO.
E63 Can I check, do you use any sort of device to manage either your bladder or bowels? /v,
Yes - bladder device oniy ------Yes - bowels device only - 12.? Yes - devices for both _______ 3
Neither 4
E64 Do you ever lose control of your bladder? Yes ______ I
No __ 132
Has no voluntary control 3
E65 Do you lose control over your bladder:
Code first
that
applies
at least once every 24 hours ---_._-_._._------less than every 24 hrs but at least once a week ___ 2
less than once a week but at least twice a month _._ 14; less than twice a month but at least once a month .. _. 4
less than once a month _____________ _ 5
E66 Interviewer check
Informant wears device to control bowels (E64 coded 2 or 3) __ . ,,)
Ot hers ....... _ ........ _____ ............... _ .. _ ...... ____ ._. _____ . __ .. _. ___ ._ .. _. f~
2
E67 Do you ever los~ control of your bowels? Yes ............... //:,1 No_. __ ._.... 2
Has no voluntary control ___ . 3
E68 Do you lose control of your bowels:
Code first a t least once every 24 hou rs ------------_ .... 1
thai ... 1 .... 1" ,.. ... ,... Cll. l\.o.;a~ vu""''''" ~ UI.""lr u ............ '" _ ••••• __ ... jeS$ than everY 24 hiS 2
applies less than once a week but at least twice a month __ .... 3
r-r-less than twice a month but at least once a month ... _. 4
less than once a month 5 , I
12
, , 1
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4
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E641£63
E69
E64
r E65 £b 4-
E66
Eb5 E66
J E.66
E69
E67
E69
E69 Interviewer check
Has problem with bladder -E63 coded 1 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 activites at all? Y
} ---
-
es ____
No ______
E71 About .when did it first restrict your daily activities?
-When first restricted activities
£72 About when did you first have this/these di fficu lties?
Since birth
When first had difficulty
Since birth
13
...
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PERSON NO .,;
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",1 1
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£
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1 Go to flap check
J
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- -tl- 10 -=.
FITS AND CONVULSIONS
E73 Havc you had a fit or cODvulsioD past 2 yca rs?
in
DS E74 About how many fits or convulsio have you had iD the last 12 mont bs?
thc
PUJNO ~
Ycs ____
No ..................
PERSON~O.
/. I
12: I
2 2
13-15
(
E74 £.13 Go to flap chcck
Enter number of fits -__ 1- __ 1.- • E75
Go to nap chcck
Nonc
n do E75 When you ha vc a fit or cODvulsio usually losc cODsiouSDCSS complctel y1
you
E76 At what timc of day do the fits usually occur?
Codc aB
that
apply
during the night
carly in the morning
during thc day
Ycs __ . __ ._
No
A....Jk. "\ '?'>o-
-~-.,"'~---
-----·_···1 evenings ._._._. ___ . ___ ... _._ ......... _ ........ _ .... __ ... .
£77 Do you usually get a ·warning' before a fit or convulsion?
1078 Have the fits or convulsions rcstrictcd your daily activitics, at all?
£79 About whcn did it first rcstrict your daily activitics?
Ycs _ .... _ ... --_ ... No ____ ._.
Y cs __ . __ ._.
No _ .... _ ... _ .....
0
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E78
E79 ':;1-2 '--' -
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---....... -I=:.J~-I--L-I} g~ pto check
Whcn first restrictcd activitics
SiDce birth
£80 About when did you first have this/thcse difficul ties?
1----f----1 eH S tNC-
Yr Yr 1---+--1 C2C\>w H ~
Whcn first had difficulty ____ ~P,;ld?-I 11 f~:cl: Since birth t _ . J
~SI/\I(
EN.D og -==. 11- 80
) 4
/- L -=- 24-f- =t- - Wl 1- 10 - PE.J<SNO
PERS~ NO.
, COMMUNICATION ~ E81 Do other people bave any difficulty understandiog
you? Yes -'--"- 1/2. I No_ .. _ .. __ . 2
EXCLUDE difficulties due to poor English .1
E82 How difficult is it for people who know you well to understand you. Is it:
I I ICard IV 21 Not difficult at all ----_._-----._-----
quite difficult -----------------1/32 very difficult . ______ . ________ .. _______ 3
or i m pass i b I e ...... _._ .. _ .. _._._ ........ _ .. __ . __ ........... __ ...... __ . __ ..... . 4
E83 How difficult is it for strangers to understand you. Is it:
Not difficult at all ____ . ______________ _ 1
quite difficult ----------~~~ .. ----ll+2 very difficult _. __ . __ .... __ ._ ........ _ ... _. __ . __ .... _. ____ ._._ 3
or impossible ... _ ...... _._ .... _ ....... _._. ____ ... _. __ ._ ... __ ... __ ... __ 4
EM Do you have difficulty understanding what other people say or what they mean? Yes 1
IS" EXCLUDE difficulties due to poor English J No __ ._ ... _ 2
E85 How difficult is it for you to understand people you know very. well. Is it:
Not difficult at all _ ..... _ .......... _._ ... ___ ._._ ... __ ......... _ ..... _.......... 1
qui t e d if f i cui t ..... -.. - ..... --.. -----.--.-.-.... ---.----... --...... U b 2
very d i f f i cult __ ._._ ....... _ .... _______ .. _._._ .... _._. ___ ..... 3
or impossible _._ ... _ .. _. ___________ .. _______ .. 4
E86 How difficult IS it for you to understand strangers. Is it:
Icard IV2j Not difficult at all ._._ .... _ ..... _____ . ___ ._._._._. __ ...... .
Quite difficult .--.... ---.. -.---.---....... --.-...... - .... - .... -...... lIT 2
vcry difficult .............. _ ...................................................................... . 3
or impossible ........................................................................................ . 4
15
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3
4
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J E83
E.2,2-E 84
r E 87 p agc 16
E23 £84
E85E.8~ t- E87
page 16
} E86
E~5"
} E87 page 16
1 ESb E87
E87 Has the difficulty you have with understanding/ being understood restricted your daily activities at all?
EU About when did it/they first restrict your daily activities?
Wben fint restricted activities
E89 About when did you first have' this/these difficulties?
Since birth
When fint had difficulty
Since birth
oq i
!6
'"
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No
..
PERSON NO . ./
V. I
I I 18
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F9Cl<:JAlr ;; -,,-.,,~
BEHAVIOUR
/-L =- 1..k-4- -=;- = efl-se 1--10 -==- Pw NO
£90 Do you suffer from severe depression or anxiety which affects your daily activities?
E91 Do you have difficulty getting on with people so that it affects your family
. life, work or leisure?
E92 Do you frequently get confused about what day or time it is or where you or people are?
E93 Do you have a mental handicap or other severe learning difficulties?
E94 Do you have a mental iIlnes or suffer from phobias, panics or other nervous disorders which affect your daily activities?
E95 In the last 12 months have you seen a psychiatrist or other specialist because of a mental, nervous or emotional problem?
17
Yes
No
Yes
No
Yes
No
s Ye
No
s Ye
No
..,-
---_.-.... _ .... _.04 ••
-----
----"._--.--.
--_ .. .... _-_ ..
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PERSON NO.
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E96 r/ E91 t:. q
E96 E1( E92
E96 __ .fq~ .t.~4 .-
·E96
E95 t:1t
E96 lZ-% CD to flap check
SELF COMPLETION QUESTIONNAIRE
£96
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'?
Please
Yes
4. Do you find relationships with members of family very difficult?
Yes
your,.",JrJ.A 11"'11 C-.'1b~ L-J .1-\
5. 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?
Yes
Yes
No
D No
D No
No
Yes No
8. Do you ever get so upset that you injure yourscl[5q~..9 D 1.5 0 Yes No
9. Do you ever get so upset that you break or rip D 2/ D up things? c.q65~1 b
Yes No ]0. Do you feel the need to have someone with you
a 11 the time? c 16SII!y \
18
)
)
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?
5. Do you sometimes sit for hours doing nothing?
6. Do you often have an outburst of temper at other people for ver)' 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 bre3k or rip up things?
10. Do you feel the need" to have someone with you all the time?
20
Please
Yes
D Yes
D Yes
D Yes
D Yes
D Yes
D Yes
D Yes
D Yes
D Yes
D
tick
No
D No
D No
D No
D No
D No
D No
D No
D No
D No
D
£97 Do you often forget what you are supposed to be doing in the middle of $omething?
£98 Do you often lose track of what's being said in the middle of a conversation?
£99 Can you think clearly. or do your thoughts tend to be muddled or slow?
Can think clearly
No ... _ ......... _ ..
Yes __ ._ ........
No ____
--------
PERSON NO.
} E98 Sq1' 2
, J E99 rsQ2
2
£100 thoughts muddled and slow _____ .. 2 }
cgq
£100 Do you often get confused about what time of day it is?
£101 Can you watch a TV programme lasting about half an hour all the way through?
a) Could you tell someone else wha t the programme was about?
£102 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 things off such as fires, cookers or taps?
EI04 Do you often forget the names of peoplc:: in your family or friends whom you see regularly?
£105 Do you have difficulty reading?
a) Could you read a short newspaper article?
2!
f-lP7 Yes 1 N0 ______ ~1--2--~---2~IJ EIO]
~:z! I
2 2
Yes __ .. __ .
No_ .... ___ ._ a) El~t £102
I I n 2 2
Yes ._._._._
No __ ..... _ .. } b:.\~(A
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1 I 34-
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Yes __ ._
No. ___ ._
I I 135.
2 .. 2
Yes ........... __
No ............... . } E-\~3 EI04
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Yes _ .. __ .. _
No ____ _ } E\~'\-E105
.. ~~ I
. 2 2
Yes _ .. __ .
No ___ ._ .... _
?,el 1
.. 2 2
Yes __ ' .. _._
No . __ .... _._ . } £106
£/0S It
EI06 Do you have difficulty writing?
a) Could you write a short letter to someone without help?
El07 Do you have difficulty with sums and calculations?
3) Could you count well enough to handle money?
EIOS Does the (mental/nervous/emotional problem] limit your daily activities. at all?
EI09 About when did it first restrict your daily activities?
When first restricted activities
EIIO About when did you first have this/these difficulties?
Since birth
When iirst had difficu!ty
Since birth
22
es _ Y
N 0 _________
es ___ y
N 0 _____
es Y
N 0
es . _____ ._ y
N 0 _____
Y es
No
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1- /0 :::- P&.s NO
Elll Do you suffer from severe difficulties with eating. drinking or digestion?
a) Do these difficulties severely affect your ability to lead a normal life?
EI12 About when did it first affect your ability to lead a nOTmal life?
When fiTSt affected normal life
E1l3 About when did you fiTst have this/these difficulties?
Since birth
y
N
,/ es ___
0. ______ .
Y cs __ ........ _.
No ____ ..
-
-Since birth ..
El14 Do you have a scar, blemish or deformity which limits your daily activities?
a) Does it aCf eet your ability to lead a norma! life?
EI15 About when did it first affect your ability to lead a normal life?
When first affected normal life
EI16 About when did you first have this/these difficulties?
Since birth
When first had difficult y
Since birth
2J
Yes --_. No _____ ..
Yes __ ._.
No .. __ ......
-
.-
PERS~O.
~ 121
2
I
132
Yr
J.4-,1S /1.
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11-,13 11
1
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22.-23 . " l2.4-
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Ei i2 E(((~ EI13
}
} I-
E114
~\\3S(N
~t\Ar a)
E1l7
'E\\411-E115
E116
}E\\5W~E.N' EI17
G..\\SSIN
}
E JJ 6 ~ Uf/v EI17
r::.//bS/N
INDEPENDENCE
/- 2.::::- 2-4-4 --:r ~ c16E... q-ID-::.. PUSNO
Ell7 a) Do you have difficulty managing any of the fonowing daily activities? PERSON NO.
Prompt list ~.?l:=t Has Needs Has
difficulty help difficulty
(-
Yes No Yes No Yes No Yes No
1. Fuding yourself including cutting up food? ____________ _ 1 2 I 2
2. Getting to or using the toilet on your own? __ .... __ ..... _______ _ I 2 2
3. Getting in and out of bed on your own? _________________ __ 1 2 I 2
4. Getting in and out of a chair on your own? _______ ~ ____ _ I 2 I 2
~~~~~~~~+-------~------~
5. Washing your hands and face? __ _
6. Dressing and undressing yourself? _._._
7. Washing yourself all over?
8. Going outside the house and garden OD your own? _. ________ _
b) Interviewer check
Difficulty (a t least ODe item coded
No difficulty (all items coded 2 at
c) For each item coded 'Yes' (has difficult)') at a)
Do you need help ( . _ ........ )7 {omit 'on your 0
Code first 'Yes' that applies., then go to El18
E1l8 About when did you first have this/these difficulties?
Wben first had difficulty
Since birth
24
I
1
1
,.
I at a».
a»_ ... _._.
wn1
2 2
2 2
2 2
2 2
PERSON NO. ,/".
/, I
1281 I I-
2 2
c) E{m E119
Yr Yr
2q-~ .- f
31 I I
EII9 INTERVIEWER CHECK
Informant is retired (WHITE A9 code I) •...... __ •.. _.. I j1.
Others _ ....... _ .. _ .... ___ ._._ .......... _._ ............................ _ .... __ ._......... 2 2
E120 Can [ check did you have: (any of) the (disability/ies/health problem(s» you mentioned before you retired?
r---t---"1 Yes .. __ ........ _. i I
i13 No .. ____ ._ .. I 2 2
EI20
E121
a)
£122
(a) Did it/any of them have anything to do with your retiring when you did or not?
Yes ---·-·I~ Ill} E12] t::tl~rr NO_. __ LL:J
PERSON NO .
£121 Did/has (any of) the disa bility( ies)/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 one7_._._. __ ..
ha ve difficulty getting a job? ....... _ ..... _ ......................... . '"
lose pay because you had to take time off work or work short hours?_ .... _ ... _ ..... _ .... _ .... _ .... _ ................... . -
.-
~ 2 Yes No Yes
1 3 ~.2 1
1'3 ~2 I
11 tr2 I
1 1. ~ 2 1
PERSON NO.
£122 HAS DIFFICULTIES WITH DAILY ACTIVITIES (El17 b) ~ il DNA X
Does anyone regularly help you with everyday activities like b:lIhing, dressing or getting about1
Yes ... _ ..... . -""
No .......... _. --...
Needs no help --. a) Who usually helps you? 4.
S po use .................. __ .. __ ._ .. _._._ .... _ ...................... _ .... . ..... -
Son/da ughter or brother/sister in household .. Code
Other member of household ........................ _ ... . ....... all
t~at Son/daughter not in househOld .~.~ ............. _. __ ._._ _ ....
apply Other relative/friend/neighbour ..................... . ......
Health or Social Services persunnel ......
Other (Spcciry)
~ -.l
-- - -- " - --
~'l I I
2 2
3 3
Mic I I
2 2
3 3
<I 4
5 5
6 6
7 7
~~
No
1
I'
2 1 E/2(q· fi(l! 4! ~ 2
2 £122
5-(2) q 5.
2 £f2f Q.4
S
a
ection F next page::
) -. t:.12L---
Section F next page
EI22fJM( f..l1.2..IfM'L E.)2vt iV13 ~'L1..4 M4-
SIXtioo F nex t page
F. HELP GIVEN AND RECEIVED
1~2 -=-2.5 4 -1- ==- Cltsf. 1- /0 ::::. (J£Iz~#O PERSON NO.
/'"
Looking after others may also effect peoples retirement decisions and circumstances.
/ V,
Fl. May I check, is there anyone iiving with you who is sick, handicapped or elderly whom you look after Or give special help to (- for example, a sick or handicapped (or elderly) relativel husband/wife/friend etc)?
Person
Person 2
Yes __ _
No ___ .. -Other (spcciI y)
. .
. . F2. Do you look after or help orie sick,
handicapped or elderly person living with you, or is it more than one? ENTER NO. __
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?
Yes __ . ._.-.. No _ .. --.....
F4. Do you look after or help one sick, handicapped or elderly person living elsewhere, or is it more than one? ENTER NO. -
Interviewer check
F5 Looking after sick, handicapped or elderly person (FI or F3 coded I) _____ . ______ . __ .. __ .. _ ... _. __ .......... _ .. _._ . .... X
I
2
3
12-
1$ . . . . .
I+-1
2
I IS . . . . .
. - - -
I
I
2
3
. . . . .
I
2
.. .. .. . ..
.
- X- - - -
to F2
} F3
F3 F4
F5
F=-J\-F5
F6 Not looking after anyone (Flcoded 2 or 3 and F3 coded 2) _. y - - - - - y - - - to FI2 p28
26
F6 Who IS It you ook after or bc:lp? PERSON NO.
I Ask about up to 2 dependants I lot lnd 10t 2nd dependant depend...,t dependant dependant
F-60J ;:602 Spouse _____ . __ .. ___ ._ .... _ ..... __ ... _.... I I
Code relationship to informaot for dependants living with informants then dependants living elsewbere
Own/adopted/step child
Foster child _._. __ ._--. .. Parent
Parent-in-Ia w
Other relative -------------------Friend or neighbour -- . - .,
11 lnlOl'maot IS al Client of voluntary organisation __ ... voluntary worker
Other ____________ __
2
3
4
5
6
7
8
9
/6
2
3
4
5
6
7
9
/~
F7. When did you first start looking after (aoy of/either of) them?
I I 1
Year ~\lg-/9' \l.D ~ 21\
I
2
3
4
5
6
7
g
9
PERSON NO.
Interviewer check t=r I Has recired (WHITE A9 coded I p3) -.-~ I t 0,"", ._. __ ._-_._ ... _ .... __ .... _._ .. __ .. _-\ 2 \ 2 t
F9.
HAS RETIRED
Did th~ need to look after (either of lany of) them have anything to do with your retiring when you did?
FIO. Did you retire earlier or later than you would have dt\ne if you hadn't had to look aft~r them?
27
Yes - ..... -- i23 I No ____ 2 2
earlier _... L :1.4-
la ter 2 2
1
2
3
5
6
7
8
9
F9
FIl
FIO
FII
F8
TO ALL WHO LOOK AFTER SOMEONE
PE~ NO .
FIl Did/has looking after them ever help(ed) to make you: . ~
r:-/I~( lose or give up a job and become unemployed? __
change your job for a less well paid otl_~1::-_ have difficulty getting a jOb? ____ ... -BLCi3_ lose pay because you had to take time off 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 iliness?
Y
Yes No
I 2 ~ 2
I 1 ~ 2
I :2 Ft- 2
I ~ g 2
es ___
~tf I No ___ 2
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
Year_
Year_
Has retired (WHITE A9 coded I p3) __ ...
~O-1f i
~~ i
I g4-
Others _._. ___ ._ .. _._ .. _._. __ _ ._ .... _-_._ .... 2
HAS RETIRED
F15. 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 dODe if you hadn't had to look after them?
Yes ____ .
No _ .... _ ...
earlier ._ ...
bter .........
"$51
2
],/,1 2
Yes
I
I
I
I
I
2
I
1
1
2
I
2
1
2
No
2
I 2
I 2
I 2
\ I
lF13 Cl') I{ L FI8
(b) l--{3ft-
FI 3B
r FI5 F/4-F17
FJ6
FI7
}F17
( -0·
f, n TO ALL v.~r!O 'HA YE LOOK-ED AFTER SONfEONE IN THE PAST
-F17: Did looking arter them ever help to make you; ,
I ~/?-q lose or give up a job and become unemployed?_
Z. change your job for a less well paid one?f.rfg
have difficulty getting a job? _____ P:...:..,..:.:t...;Q:::l..o 3_
4-
lose pay because you bad to take time orr work or wor le sho rt h 0 u rs?-------_--::::r::;:;-:::-
j::r:rQ.
PERSON NO. -~
Yes No Yes
1 "$ ~ 2 1
I S! ~ 2 1
1 1 f 2 1
1 A 0 2 1
No
2
2
2
2
help you may give or recieve
t>Upl-'!.A-re Felt S1L~Nj) ~~N elF- AN'-{)
I'd like to ask you next about everyday kinds of
But can I check first
Fl-$": HAS CHILDREN (including step/adopted children) (See Q9 YELLOW)
DNA: No children
You have .. (NUMBER) .. children, is that right?
ENTER NO. OF CHILDREN ---. __ 1
o
4i- 42
I
F19. Does (any of them/be/she) live near here? Yes --- A3 I No ___ 2
F20. Ring cod~ 1. If applicable! otherwise ask:
Ho .... far away does (the nearest/he/she) live?
IN THE SAME HOUSEHOLD
Next door or in same property ___ 2
One mile or less away _. ___ . __ . 3
Up to 5 miles away __ . ___ .. __ 4
Up to 10 miles a way
Up to 25 miles away _. _____ ·.u ....
Up to 50 miles away --_ ... -_ .. _- 7
Up to 100 miles away .--------. 8
More than 100 miles away .--.--_.-_ ..
r F22
P/1
Doo't koow where child lives ............ ~_
29
F2J. How often do you usually see (any of them/him /ber) nowadays
Code
first
that
applies
Everday/at least 4 times a week
At least once a week _______ . __ _
At least once a month _ ..... _______ .. __ ._ ...
At least once every three months ____ ... _._ ..
At least once a year .. _ ... _ ... __ .. ______ •. _ .. _ ...
Less than once a year _________ _
Never
F22. Are your mother and father still alive?
1
2
3
~4 5
6
7
I include adopt.ive/step parents I Person JP
Yes 'both alivt _._. ____________ _
Mother alive, father dead
Father alive, mother dead _. _________ _
I
2
3
Both dead ---.. --------... --.. --.-.----- Ab 4
D/K about father, mother alive _______ . ___ .. 5
D/K about mother, father alive _ .. ______ ._ 6
D/K about either ._ ... ___ .. __ .. ________ . __ . __ ._ 7
F23. Do they (does he/she) li~e near you?
Yes ------- 4?-~ No __ ._____ 2
F24 Ring Code 1 if appropriatc, otherwise ask:
How far away do they live?
IN THE SAME HOUSEHOLD ____ ._
Next door or in same property
One mile or less away
Up to 5 miles away ______ _
1
2
3
4
Up to 10 miles away _______ . ~ 5
Up to 25 miles away ___ ___ 6
Up to 50 miles away
Up to 100 miles away ____ .. __ ..
More than 100 miles away
Don't know where parcnts live _ ...
7
8
9
o
IIf parcnts Jive sep:lratcJy code the Dearest I
30
L
1
2
3
4
5
6
)
I
2
1
2
3
4
5
6
7
&
9
o
F23
e).2. F26
~ F23
F26
F24-
.. 25. How often do you usually· see (either of your parents) (your mother/father) nowadays?
Everday/at least 4 times a
Code first At least once a week
tbat applies At least o.nee a month
At least once every three
At least once a year
Less than once a year
Never
F26_ Have you any brothers or sisters or other ·relatives whom you see at least <>nee a -year?
week
2 2
3 3
m 0 n t hs . __ ._._._. 4 4 (l5 415 5 ._---6 6
7 7
Yes --------.- ~O I pi 2 No ______ _
2
F27. Nowadays (do you/does either of you) regularly or frequently do any of the things on this card for: . (sA.-Q OQ I-L-=-~
4-7= or. 'l-tt~ pU..
Individual
Prompt
.IShO W card IV 31 srn-Cl f(£.c. 2.6
your child(ren)(include step and adopted children»
your parents
any other' relatives
any
t>l)puc..1fr! A,HJR SE.~N..D ~~oN \1.F- 'PtNY;
Parents Other Anyone relatives else
Z?-PX F29-1O< f}... 9-17-,<. . X X 2.3 X S't X S
Giving lifts in you car1}-1;o~/hav one) .• _ .......... .1-£3. ........ ! .. :?::t ..... .. L.~ ..... ... J .. ~. Shopping •...... _ ..... _ .• ........ L.~1::.<;:~_ ...... _ ..... _ .... ?:..!.f ... __ ?_~ .. _ .. ~3.f ...... ..3..11:: Providing or cooki mfa..l-l~ •.• _._ _ __ .. _ 3 I~ .. .2.¥.. ... 3_~ ..... " •.• .1 .. ~. Looking after child en .• E.!::..7:Ct. .. _._. .. 4 jf.. .~.~1: .... ~.~. '" .... ~ .. ~. Helping with money .... ~.~f...?:::!J::.2_ ... __ . .... __ .. . ).._11:. ..... ~ .. P.! ...... _.~.J:.1 .... ...... ~ .. ?Q Washing. ironing or leanit:.I.:~ ......••.......• _ .... • ~j? ... ... ~.):l ........ ~ .. :1?. '" ..... ~ ... ?L Helping to sort out p pcrwork-like ....... - '''' ___ -. _ 11, ~ r.,
financial or legal af~irs .E~:tf.:f.._ .... ...... _ ..... __ ~ .. n ... _ .. ! .. J5!. .... _~ .. ~ .. '" ...... I .. ~.= Decorating. gardening· r hotsf;;~rs .......• __ .... .!.6~ .... .... ~.}d . ... ... ~.A.?- .......... ~ ... ??. Anything else ...•............. •........ tb'J.0.. ........ ................... ... 2 ... '1::1.. ....... ?.I~ ........ ? .. 43 ......... ?~~
~2?-CN 53 144- I IT
~ SG-Q Of )1
o/-n-80
,-""28. Nowadays do you regularly or frequently receive help with any of the things on this card from any of the following people?
) i
IShOW card IV 41
(a) your child(ren)(include stcp and adopted children»
f)0PLt 4fT! Pal<'S~u, Nb pl..£.So fo.(
/-2- =- 2...£ ,/--9 -=- CA&f 1-;0 ::. PI.£JNi.
Individual (b) your parcnts Qr: I1NV) Prompt (c) any other relatives Childrcn Parents Other Anyone
relatives else (d) any ODe else 2..2F:X F:Wt<X- f'h9flX
DNA _ 27, X 2. 1\2..
Helping with money __ " ___ "' __
Washing. ironing or cleaning • ______ _
Helping to sort Qut paperwork·like financial or legal affairs _______ . __
I
Decorating. gardening or house repairs _ .• _ .• _
Anything else
HAS Cl1lLDREN CoN1JNUe.. ~li..CJ,R..D 2S F29. Is (any of) your child(ren) ~urrently DNA has Flr2fX
receiving full or part·time educa tion? no children _ ~ _X_ _ Section G opposite
F30. In the last 3 month" tha t is since _ .........• have you paid fees or maintenance for ~ny educational courses, at any level but excluding leisure c1a,ses for (any of) your chid(ren)?
F31. Do you expeci iO have to pay fee, or J!laiDtenance for educational cour,e, for (any of) your child{ren) in the future?
F32: In what year do you expect to stop paying?
32
Yes _. • F30 DvpL.l otT ............ -... - I
r21 K:>R. F31 'Se ~oNJ)
No . __
Don't
..... -.... -... - ~22 J know .- 3
P.E.J2..S 0 '" f3I/J (,.. " F32 \If Art-I, Yes __
No _
_.- 1
15">2 -.. ____ 0._-. ~ F31
Yes _ ........ _-- 1 ~ F32
No _
Don't
.. _-.... -- \.)4L ~ know - 3
F31 Section G opposite
Year r-S- S""6 .... I .... Section G opposite
INCOME
/-'2. - 2-=?
+--:r- - ~ 'i-ID =- ~NO
Retirement often involves big changes in peoples financial circumstances. So we are asking people approaching retirement aDd people who have retired what their financial circumstances are and what changes they expect er have experienced_
Gl INTERVIEWER CODE
Code employment status last wed: (See Employment A7 and AIO on WHITE page 2)
EMPLOYED LAST WEEK (A7 coded 1)
[even if considen self retired)
- employee ____________ _
- self-employed
UNEl'vll'LOYED LAST WEEK (A7 coded 2)
- never worked ___ .. _ .... __ ......... __ .. _ ........... __ ._
- employee in most recent job ____ _
- self -employed iD most recent job __
ECONOMICALLY INACTIVE (A 7 coded 3 or 4)
- others
(REFUSED WHOLE INCOME SECTION)
33
ENTER PERSON NO.
2 2
3 3
4 4
5 5
\2-
6 6
7 7
G2
G21 page 40
G24 page 4)
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? Day
Month
f /f' I
Year /, I
G3 INTER VIEWER CODE
Unemployed, and date at G2 is more than 3 months ago ___ _
Others _ ... _________________________ _
G4 How long a period did your last wage/salary cover'!
A week ______ _
Calendar month
PERSON NO. tj. Other (Specify)
PERSON NO.
. . . . . . . . . . .
: I . . . . . . . . . . G5 INTER VIEWER CODE
(a) Interviewer record toda y's date
Day
(b) 1 G · . (ANSWER AT G4) s date at 2 WlthlO .•.••........ of today's date'!
Month
,
Yes
No
Year
f
----_. ---- X
G6 You hav:n't received any pay for the last (ANSWER AT G4) Is this b:cause ..
G7
Running prompt
PERSON
PERSON
NO.
NO.
you will collect the pay at some future date or be given back pay __ ._. __ . _____ .
you are receiving only statutory sick pay from your employer ___ ._._ ... _. ________ .
or will you receive no pay from your employer for that period? (Expiain)
B . . . .
. . .
. .. - .. ..
. .. .. .. ..
INTERVIEWER CODE
If infornunt received only statutory sick pay
,
1
2
I
5
3
- - - - - f- (b)
Person No.
~ i
I I
- - - - - - - ~. -
I~
2 2
3 3
4 4
(~ 1
[G24 p41 &3
'" G4
G5
6 4-
G8
- G6
G8
G7
G8
collect details of statutory sick pay at Gs 8-16 ....................... _ ............. X· . - - - .. - ., G8
G3 What was your wage Of salary, including any overtime. bonus, commission tips or tax refund , but after all deductions, the last time you were paid?
le' I -onsult pay .. I
Slip I
G9 How much income tax was deducted under PAYE from your last wage/salary?
I \ I • p ...
l:;;?i
/6 - '2."2-I
13- 1..-=1-I
Nothing - 1S 0
G10 May I juSt check. did that wage/salary include a refund of income tax?
(a) How much was the refund?
Gll Do you usually pay any tax?
GI2 Now much· was deducted for
your National Insurance contribution?
GI3 How much, if anything, was deducted fOT pension/superannuation contributions (including any Additio Voluntary Contributions)?
(a) of that amount how much if anything was for Additional Voluntary Contributions?
(b) And how much if anything, the Additional Voluntary
of
Con tributions were free standing Voluntary Contributions?
~'A 'IlL _. other deduc:ion,ns, if .... , , ""~l any, were there from your wage/sa1:lry?
Yes I ...... _--11
No ... ._-- L
£. p
30 1~~ Yes I
No 1S" 2 ..... _ .. _ ... -
£. 1
p
- . A-.
Nothing __ 4\ 0 -£. p
nal 4,1- - 4b
I
Nothing ........ A:'=t 0
i J p
A.Q ~'2.
£. p
r4- - ~S 5'1
,: Nothing __ .o_ 0 ~
~ £. p
60 {A-i ,
Nothing ···· .. ·1 b~ 0
36
Person No.
£. I p
.~
!
0
I
2
£. P
I ..l
1
2
£ I p
o
£. p
, 0
£.
\
p
£ p
J
0
£. p
. , o
l
TAKE HOME
PAY I
, . ~
(;;8
~AMT GI2 11
GIO Ef(
G12 b-l('
G-\2At-\\ ~,~ III
f :::e,I'L Gt\SrtMt
(a)
v
GlS What was your gross pay last time, before any deductions were made?
If tax refund at GIO{a) cbeck included iD GROSS PAY (as well as iD Take - Home pay).
G16 INTERVIEWER CODE
Ca> Interviewer record total of boxes 1- V
, ... , ,- .L _ ._ .. _, you
L ____
recorded \VI .L> UI<; u'H"' • nave the same as GROSS PAY Yes --
No --
(i) Recheck amounts with informant an either amend, so that agrees --(or, if caD't make agree, explain) _.-._ .... _ ... _.
PERSON NO. B . . . PERSON NO. . . . . . . . . . . . . .
G17 INTERVIEWER CODE: PAY SLIP CODE
Pay slip for correct date consulted ...... _----_.-Pay siip for different date consul ted and used to estimate last time's pay ..............................................•
No pay <r'1 : ""'" .. ~ .. A tn ~~t;"""IT". 1 ........ .: ............ pay ~··V w..J> .... u W ""'~ •• ~g " .... .a.~" u U-l"" ~ __ .u
If pay slip consulted (a) Was it consulted by in tervie wc r?
Yes --No _. __ .
37
£ p
X
Y
X
Y
1
13 2
"l ..
-=M-I 2
No.
p
£
X
Y
X
Y
1
2
"l ..
I 2
I GROSS
PAY
G17
(i)
1 (a)
l GlS ~I b-l
} GIB
01 :=. Tq-80
~~ '-7C:¥-~ oi:) GlS 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 an~ paid __
Person No.
/'2- I 2
p
Person No.
I
2
p
G20
G19
If no usual
f-amount give
after al\ ded uctions? -----'t-13....;:c.._---J-t-'--I ......... r-f----'-~.....-_j ~~~ 1 USUAL
and before al\ deductions? --... -,20 -=i ~6 I I GROSS ~qkFOR. average
(a) How often are you usually paid?
Weekly _._ .. _ ... _. ___ ._ 1
Calendar monthly _ .. -- 2-::t- 5
Other (Specify) ............. 3
(b) May I just check, why was it that yo?r ~ pay last time was different from usual? fl"
It included advance holiday pay .... working days (Specify) ..... _ ... 01
1
5
3
. working da ys (Specify) ....................................... u._ ........... _. ___ 0 J
PERSON
PERSON
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 (Spccify)
NO. I I I
NO. I I I
38
02 02
03 03
04 04
05 05
06 06
22- "33
} (0) G.\'HI
G20 Do you ever get an occasional addition to pay, such as a Christmas or Quarterly bonus or an occasional commission, including any you may have told me about already?
(a) What payments of this kind have you had in the last 12 months?
I Itemise below I ~
NO. ~ PERSON ....
(i) (ii)
DeacriptioD Wbt.t .... tbe tota.! amount you f'K&lYi3" ill Ihe lul .!! ~
£
PERSON NO. D (i) (i i)
DdCnptioD Wb .. t w ... t.be tot.al Lmount you re<:e --.-ea in t.he lut. 12 month.. ----
I:
39
Yes
No
Person No. -~ 1
1 1
~42 2
G2$ (a)
G24
OFF. USE KE-'r' Fl F2 FI~
-40_ AA pu..sON
sS"'-"31 ' \
(iii) (iv)
U thlJ amoUDt YOII told me your wua.! talte-home pay ;. £. . • . Ho.. ",ucl> (Bonu., Commiuion). if ..,y ;. iIlcluded in
beforel.ner I DK thia? tax! ta.x!
I
1 None included
£ p in wulll pay
I
1 2 3 1 X 1 , I
1 2 3 1 X
1
I 2 3 1 X I
OFF. USE \<.£Z.'l' f'9 Fl F2 <;~t-W
r~~) (iii) (iv)
U thit &lOO un t You told ~ yout' uau..! tut--home pay ;. £. ... How much (Bonu.' Comrniuion), if a.ny iJ included in
beto ... .ner IlW? DK tu? tax'!
None incJuded I: I p in UIUa.! pay
I
1 2 3 I X I
I
I I 2 3 1
X
I
I
J 2 3 I X
I
r Go to G2~ Page 4\
EARNINGS FROM SELF·EMP ume:mployed persons self-em
LOYMEt-.'T (Indud ing ployed in most recent job)
you make, in the most G21 How much net profit did recent 12 months for whic from your share: of the bu is, after deducting all expe deducting income tax, your drawn for your. own use?
h you have figures,
J I NC .... tJDE: any profit Icf in business for reinvestme
siness or profession· that nses and wages bur before:
NI contribution, or money
Nothing/made a ioss nt --t I
Don't know ____
G22
G21. Alternative Q. (or ma il-order agents. baby sitters., etc:
How much did you earn (before tax) during the last 12 months?
Per son
:
No. r.
I (a) What are the dlltes of the 12 months
to which these figures relate?
I} G23
Beginning
Ending
Do you regularly draw sums of money from the business for your own use?
Yes
No
(a) Ho"," much on average do you usually take out?
(b) How often do you usually
..
_.-.. _ ....
--_ ....
We~kly ,~""."""""".,."., ..... , dr2w money out?
Person ~
/'"
£
4<"~~
2 50
3
Mth Yr
I k:-C. ~ .1
5l 1
2
£
5"2- ~~ 1
Calendar monthly ........ s-=r 5
NoR Other (Specify) _. ___ .... 3
Person . . . Person No. I I I· .
(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? SS -62
(d) What are the dates of ine Yr· 12 months to which these Mth
figures relate? Beginning ~ .l.L
Ending ~v, I
/
40
Person No.
£
., "-
3
Mth
~
I
I
2
i
J
5
3
i
Mth
.1.
I
~.2( rtMl (3)
r-"'J"l;",) _ I
'-' .... ~"j.J G22
y, 11
J ...i
I
G23
Gr-2'1-(a) - (d)
G23
Yr
.1.
.1
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 rale only ._ ...... .
Flat rate and profits rela ted. __ ._
Don't know
Person no.
~ I
6"5 2
I
64: 2
3 r
Person
_1
I
2
I
2
3
no.
(a) <;--13 G24
G24
Gr)3A } (i)-(ii)
- ~ n
(i) How much was the last (profits _r_e1_at_ed_) ___ l~~_=±~~..Ld-t-l_"_--'-"'-'--11 G-?"Sft1: contribution (Class 4) you paid? . :> _0.' _ .
(ii) How long a period did Weekly -~--.~ ... -........ ---... this cover?
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 time to time (apart from your main job)'?
Yes
(a) What is it that you do (and what does the firm you work for make or do)?
No
I Record job d~scriptioo (& industry, if appropriate)
Person No. [ L.. _..1.I _-J1
Person No. 0
_ .
. .
(b) In this job are you: 3D employee ....... _ ... _. ___ ... _._ .... _ ... _ .... .
or self-employed? (lncl babysitter, mail order/pools agent) _ ............. .
DK (Explain) _._ ...................................... .
Person No.
Person No.
G25 (You told me you had a second job last week). Is that a job you do:
I
~ 5
3
-:;..\ I I
2
1-2-2
3
I
5
3
2
2
3
} G24
G-E~n
/' t"'i. .1-
b1-~ (a)&(b)
G30 page 44
1- J-- ::::-- '-"=r
4--1- - ~ q--10 -=-p~O
Person DO.
G26 INTER VIEWER CODE
Empioyee in second job regularly each week: _________ ._._ ... _ .. __ ._ ..... _._ ... _ .... __ I
Employee in second/occasional job not regularly each week ........ - ..... - ............................. -.......... -.. 12- 2
Self-employed iD second/occasional job or DK if self-employed ____ ._ .. _._ .. _ ... __ . __ . __ ...... _.. 3
G27 Te employees 'Working regularly each week Day
On what date were you last Month
paid a wage or salary? _________ .... P_ Year
p (a) What was your wage or salary, including any
overtime, bonus, commission or tips, but after /'2 1" t:{ all deductions, the last time you were paid?______ ;)- f
(b) How long a peri.od did this cover?
A week _ ...... _. ___ . ____ _
Calendar month -.. ---- "J n 5 ~v
Other (Specify) .. _. ___ .... 3
(c) What deductions, if any, were made this pay before you received it?
from
I Itemise below and give amounts I , '2-1
!:erson no.
1
2
3
L
1
I
5
3
p
I I
1 G27
6-? G28
b
G28
1
J (a)-(c)
Person No.
None ··················11-___ O __ -t ___ O __ -;I __ _
Person No.
If deductions DOl k DOWD. gIve Gross Pa y
I
I I
P
I
I
I I
I I I i p £.
2--z..-l~
p
l I
r '"'~ ..... _ trJ·-ntMI GROSS PAY
Person No.
G28 To employees Dot working regularly each week. to self-employed. and to OK if self-employed
How long have you been earning money from this job?
Less than 3 months _________ _
3 months - less than 6 months _ 2
G29A
G29B
If less than 12 months (Codes 1-4) Since you started doing this job:
If 12 months or more (Code 5) In the last 12 months:
-
~_month~ -- i1 ~ I l.l montns __ 'I
6 months - less than
9 man ths - less than
12 months or more ________ _
how much have you earned from this work. after deducting all business expenses. but before deducting income tax, NI
5
- contributions, or money drawn
I
2
3
4
5
1 &2&
J G29A
I- G29B
for your own usL.--'e? __ ----fiL..!::30-=--r: __ £~~ _b +I---r-; ~--,'I~AKr Nothing, no profil _ ... ___ . 2
;1-2
Don't know ---------.-.-------( L. __ 3 __ L-_3_~
43
30 ST ATE BENEFITS
Now I am going to State Benefits show
IShOW Card IVS I Ask about (a) - (f)
Are you at present
(a) Child Benefit?
(i) How much (per week)
ask about each n on this card.
o turn
receiving
is this?
eived If child benefit rec
(ii) As well as do you rece one-parent b
child benefit ive the eneCit?
(iii) How much (per week)
is this?
or Family (b) Family Credit Income Supplem eot?
(i) How much (per week)
is this?
.
pensioo (c) N.!. Retirement or Oid Age pc Dsioo!
(i) How much (per week)
IS this?
Person no.
of the ----.--
Yes ._ I
No _. 38
2
£ p
"3~-=1~
Yes .... ~I No .... 2
£ p
Ac;-I~
Yes .... S'"o
i
No .... 2
£ p
~{ -ts.s
Yes .... t;b
I
No .... 2
1: p
5":r i ~I
44
£ND SEC< 03
Person no . ...
1
C:r3fP I Hi)
2 (b)
£ p
I I
(ii)t3P AI.
G:?:JI; en, .. ...,.....-I (iii)
2 (b)
£ p
8p I I
~ (b)
i (i) G{ 2 (c)
1: p
63 I I
(c)
63~ I (i)
2 (d)
1: p
~
Jl (d)
R:~.G 27 (SE.Q O~ '-2::. 2-:r ~:.or.s~
Person no. a J '" Person no. 1- o=- rUc,/VOI------t-----i
-
(d) Income Support or Supplemcntary benefit?
(i) How much is this? (per week)
(c) N.L Sickncss Benefit (Not Employer's Statutory sick pay)?
(i) How much lS ~'"';C'? " ........ (per week)
(f) Unemployment Benefit?
(i) How much is this? (per week)
Ycs ._
No _ ..
Yes _.
No _.
po
Yes ....
No __
G31 (In addition) are you'recelvlng any of the State benefits listed on this card or any other N I or State Benrit (e.g. War benefits, Job Release Allowance etc.)?
IShOW Card IV6!
(a) Widow's pension or War Widow's pension?
Yes ....
No ....
Yes ....
~
l2-2
£. p
18 I
2
£. p
Iq -117
1~1 2
£. P
1S t,. - "-1 ~
30 I
2
I "3t
No .... 2
(i) How much is this? (per week)
£. p
32-~~
I
1
2
t p
I I
1
2
£. p
I I
I
2
£. p
I I
2
1
2
£. p
1 I
(i) G~D (c)
G71DL (c)
{i)Gs~E (C)
0Sif>n: (C) • I
0* Hi)
G31
~F:r: G31
Code below at (a) to (g) G32
8111 (i)
(b)
0;'S! ftl (b)
s Widow's (b) Any other State' benefits (e.g. Wid Mother's allowan
owed cc)
(i) How much (per week)
s this?
n, invalidity (c) Invalidity pensio benefit or allow Statutory sick pa
anee. y)
(i) How much (per week)
(d) Severe disableme allowance
s this?
nt
(i) How much (per week)
is this?
(e) Attendance allow anee
(i) How much is this? (per week)
(f) Mobility allowan cc
(i) How much (per week)
is this?
Yes __
No _ ..
Yes .. _
No ....
Yes ....
No ....
Yes ....
No ....
Yes ....
No ....
46
Person no.
~ I
?'r~ A.
£ p
3~ -t~1.
43 1
2
f. P
4tt- \~
¥1 i
2
£ p
S"°1~
I ~S
2
S"6 -lb~
61 I
2
£ p
~2--I'~
~son no.
I
t ~~ G I
., L \"J
£ p
I I
(c) ~
I (i) G-2 (d)
£ p
I I
(d) <;.: ? (er::.
, I:'
I J f ,., G 2 (e)
£. p
I (e)~S I
I (i) ~
2 If)
p r .....
I I
(f) l:-i:; iIT
I (i) ~.
2 r (g) -
£ p
I (g) ~ 1
f - L=- 2. -::r + - 1--:;;. U}s E-
q-JD =- ('!t.s~() Person No.
/'
~ I
(g) Anything else (e.g. Disablement benefits. or Specify below Job release allowance, war benefits
(excluding War Widow's pension)?
Specify type and CURRENT WEEKLY rate for each benefit received
~
,
.
£
I
£
47
Yes_ . I I 12-
No _ 2 2 G32
p
Person NOJZr
G-~\~\ ~~I~z. erslEiC(s £ p
OFF. USE F3
I
OFF. USE F4 1
1~
1
Person No. D 1
p £ D
l I OFF. USE
I F3
I I
I OFF. USE
I F4
I I
I OFF. USE
I
F5
I Go to G32
'R. ~ c.... 22 (;;, £..Q. 0 I) VCCUPATIONAL PENSIONS
G32 Can I just check then, from what you told me (see WHITE C6c), P 12) you are receiving __ (NO.) ... pensions from your previous employers?
IF NONE ENTER_
PENSION(S) FROM OWN EMPLOYER(S) (Use numbering from WHITE C6)
<a> How much was your last
rcr~uu l~U.
1
G~tJM G33 • I
12-13
/4- 0 o GS2N.DNt G35
I~
"-;-If-1S"-:r$b ~A; 'I S"~ ~~0:1 ~~'Oz. ~~~()5 £ p £ p £ p £. p £. p £. p
I payment after any deduction ~'.?7At.r,1
of tax at source? NET _118- ~l~1- ~} S~- b~ -, I f;~~~2~32.AhT? (b)
~11.g\ ~32~2.. ~5 (b) What period did this cover? A week _____ I
.2t; Calendar montL_ 5
Other (Specify) '-' I rl---.'
3
1 b3
5
3
} (0)
1
5 5 5
3 3 3
Person No. ~ ....... .
Person No. ~ '" ..... f---+----t-----t--..,-t-----t----j
(c) May I check, was any tax deducted at source?
Yes - .. -... 2J, 1
No ..... _ 2
DK _ ..... . 3
(i) So how much was your p
1
-\5 2
3
1
f:A-2
3
p £. p
~I fr32L2.. ~~~
1 I . I
2 2 2
3 3 3
£. p £. p £. p
(i)
1 Sec G34 ..
pension before tax was £2i;2a:1'<I1 n deducted? 21-- ~3 fl-~2. bS- fT-1 €;nD M(. - Sce
GROSS - ..1 I .J. .J. ..1 ~?2L~I'(1It3 G34
G34 INTER VIEWER CODE
Is II (GROSS) greater than I (NET) ior each pension?
Yes _
No _
x Y
x Y
(a) Rccbcck amounts with infor- 1-----------t------------1 mant and ammend so that 11 is grca ter ........... _ .................... _ ...... _
(or, if problem explain) _ .... _._
Person
Person
1"0. CJ .. ~oD .. ....
x x
Y Y
L-____________ ~ ____________ ~
48
O(
G35
(a)
- ~~- --.::-' -' .
G32 Can I just check then, from what you told me (see WHITE C6c), P 12) you are receiving ......... .
- I I
/2-/3 (NO.) ... pensions from your previous employers? ---. .. - ......... .
IF NONE ENTER_
PENSION(S) FROM OWN EMPLOYER(S) (Use numbering from WHITE C6)
14- 0
15" '"3+ 5""3 tr320(4:- f.;"S2q$ Gr~2.G>b
"',-/13S","U ~A.i ~~ b3~~ fx'$'1.f'o5 I1~Nv6 (a) How much was your last £. p £. p £. p £. p £. p £. p
G33
G35
I payment after any deduction ~S2.J\1.rr+
of tax at source? 1'8- I1Ito?L ~3 $b- b1.. ~~W"'5" (b) NET - 11' I'-L"::>7 - \ -.1. -.1. I G-nj, MI~
(b) What period did this cover?
~3L~~ ~~€5 1~3Leb A week ..................... .
Calendar month .....
Other (Specify) ....
Person NO.C ........ I
I 25
5
3 3
I b3
5
3
5
3
5
3
I
5
3
Person No. C ........ f---+---1r---+---if---+---i
(c) May I check, was any tax_9~t1"cted at source?
Yes ......... I 1
No ......... 1D 2
DK ........ 3
(i) So how much was your £. I p
I
J\S2
3
£.
• I
b4-2
3
P £.
~1"2..(...<\" ~n.c...$
I I
2 2
3 3
p £. p £. p
pension before lax was ~~2..(, ""'fir-
G-~2.(b
1
2
3
£. p
deducted? 21'- ~3 tl-~2.. bS- fH ·'~~2c..~~s: GROSS _ I.'''~ 1.---.
IL ..1 I I J:i'~ Li-II''''~
G34 INTER VIEWER CODE
Is 11 (GROSS) greater than I (NET) for each pension?
Yes ..
No ..
(a) Recheck a moun!s with informan! and ammend so that ii I
is greater .......................................... .
(or. if problem explain) .......... .
Person l"o p Person :.:" L-L __ :
x Y
x
Y
7~ 11\1<,1
Sfi-Q O~~ O~· ~
x Y
x
Y
r (i)
} S" G34
11
See G34
G35
(a)
'OCCUPATIONAL PENSIONS . .
rc:r~OIl I~O. \
FROM SPOUSE"S EMPLOYER{S} -I
G 35 And you said you received (No.) •.. (CI2(b) ON PAGE 16 OF /2-/3 WHITE) pension(s) from your spouse's previous employer(s) __ ... . . . .. ~ . .. . . . . . . .
IF NONE ENTER_ 14- 0
PENSION(S) FROM SPOUSE'S 15 34- 5'3 EMPLOYER(S) (Use numbering from WHITE C12) 16-;r:r 3S',3b 5"+ ,SS
G 36(a) How much was your last £. p £. p £. p
payment after any deduction of tax at source? /9-' ~~ 31- ~3 [;4- ~2. NET_
I I
(b) What period did this cover?
A week . I I
" 1 Calendar month_ 125 5 445 35
Other (Specify) _ 3 3 3
Person NoEl···· Person No. . .......
(c) May I check, was any tax deducted at source?
Yes _ ....... l-b '
1 I:A .. l 452 No _._ .. _ 2 2
DK ........ 3 3 3
£. (i) So how much was your
p £. p £. p
pension before tax was deducted? 2.1"- "S3 4b-Q bS- "71 GROSS _
I I I
G37 INTER VIEWER CODE
Is II (GROSS) greater than I (NET) for each pension?
Yes .. X
No .. Y
(a) Recheck amounts with in f or-man! and omend so that II is grca ter .......... _ ... __ ...... _ ........... X
(or, if problem explain) ......... - Y
Person N08 . . . . ...
Pe rson 1'-'0 I I . ' ..
rer~ou 1"0.
I
......... . . . . . . .. .. ..
0
I I I £. p £. p £. p
I I I
1 1 1
5 5 5
3 3 3
1 1 1
2 2 2
3 3 I 3
£. p £. p £. p I
I I I
X
Y
X
Y
I 03-=: 0--,90
~ G36a
f.G 38
'SA-M!. H-; -P48 Bv\ \)~~
I E;1$ (b) Nor
~)'1..-
1 (c)
J
I- (i)
1 J
See G38
11
Sec G37
G38
(a)
1 I
/2-/3
G3S And can I just check. from what you said earlier you are receiving ..... (Q20(b) ON PAGE 20 OF WHITE) private pensions -- ................................. .
IF NONE ENTER_
PRIV ATE PENSION CONTRIBUTIONS (Use Dumbering from WHITE C20)
1+--0
£ p £ p £ p G39(a) How much was your last payment .fter any deduction
of tax at source? /.i~;fk ~:r-1"r3 r'- b1. NET - _I I -'
(b) What period did this cover'?
A week ._-_.--... Izs I Calendar month ... _ S
I Othe,r . (Specify) --I 3
Person NO.~ ....... . Person
3
I £ p
I
5
3
I
o
I
£ p
I
S
3
I
I
So p
I
5
3
I
NO.~ ....... . ~----+------r-----+------r-----;-----~
(c) May I check, was any tax deducted at source?
Yes .. _-- 2b I No _....... 2
DK .. __ e.. 3
(i) So how much was your pension before tax was
3
p p
/,A-I 2
3
p
I
2
3
p
I
2
3
p
I
2
3
p
G39a
G41
p~2 go'\" U~~
I G-~ (b) NOI
~L-
} (0)
(i)
1 See G41
J
11 deducted? lr~ ~-~~L l,t; -:r-I
GROSS _ f- See ____________________________ ~--~-~I--~~I~---L~I;_---L~I----L~I--~L~I G40
G40 INTERVIEWER CODE
Is Il (GROSS) greater than I (NET) for each pension?
Yes "
No _0
(a) Recheck amounts with informant and omend so that Il is grea ter ......................................... ..
(or. if problem expla in) ......... _
Pe rson NO.n No.D Person
x Y
x
Y
50
CND SEE..Q 0 S
x Y
x
Y
G41
(a)
P..E.C 28 (SEQ D.> ·i~L:'" ~/ 4 -::t-==- CPtSf../'i-IO:::: PE.I?SND OCCUP-A-T~I~O~N7A77L~P~E7N~S~IO~N~S~~~~-----~<~"r~,ull~,,~u .. -----'------'r~cr~,)'u~/lI~I~~u .. ----I
FROM SPOUSE"S EMPLOYER(S)
G35 And you said you received (No.) ... (CI2(b) ON PAGE 16 OF WHITE) pension(s) from your spousc's prcvious employer(s)~
IF NONE ENTER_
PENSION(S) FROM SPOUSE'S EMPLOYER(S) (Use numbering from WHITE C12)
G36(a) How much was your last payment after any deduction
------J
/2-/3
14- o
£ p £ p £ p
of tax at source? 1<,_.bA31-'~:; S"4-~z.. NET _ It> f-"( I' I I
(b) What period did this cover?
A week...................... I 25
Calendar month..... 5
Other (Specify) .... 3
Person No.D ....... .
3 3
i
5
3
p
I
i
o
..1
1
5
3
..1 p
5
3
p
..1
G36a
rG38
SfW~!-fr-> f't.2~\ ¥,U\
I U)~ (b) G:1S
Nco(
1 (,) b:'S1..--
Person No. 0 ........ l------I------j------+-----j-----+------j
(c) May I check, was any tax deducted at source?
Yes ......... 121:, 1
No 2
DK ........ 1 3
(i) So how much was your pension before tax was
p
I 3
p p
1
2
3
p
1
2
3
p
1
2
I 3
p
(i)
l See I G38
...
11 deducted?
GROSS _11' ~ ~3 4b -~ bt;-"71 Sec _________________________ ~--~_..1~--~..1~---L~..1~--~..1LL--~..1~--~~..1~ G37
G37 INTERVIEWER CODE
Is II (GROSS) greater than I (NET) for each pension?
Yes ..
No ..
(a) Recheck amounts with informant and omend so that 11 is greater ......................................... .
(or, if problem explain)
Person
Person
No.l= NO.~~
x y
x
y
-
X
Y --
X
Y
l _____ --'----________ J 0
, -.,. :.."-- 0-20
G3&
(a)
} G3~,
~ __ ~6' ...... ~--7""·-.-_ • -." ~ ... __ -- .-...:>.;.._-:::-.c-_~, __ -« ___ - .... ....: --=-> ________ ._-______ -~- -. __
(2E..C 1.S (~~Q O? _ PR1VAT'E PENSIONS ...
G3& And can I just check, from what you said earlier you are receiving ..... (Q20(b) ON PAGE 20 OF WHITE) pr i va te pensions
12-/5 r G39a
---.- ................................ .
IF NONE ENTER_
PRIV ATE PENSION CONTRIBUTIONS (Use numbering from WHITE C20)
14-0
G39(a) How much was your last payment after any deduction
£ p £ p £ P
of tax at source?
(b) What period did this cover?
A week...................... I 7-5
Calendar month..... ·5
Other (Specify) .... 3
Person No.D ....... .
Person
I 44;-
5
3 3
£ p
1
5
3
o
£ p
I
5
3
1
I
5
3
p
.l.
No.D ........ , ~i--~-----r----~-------r----~------;
(c) May I check, was any t'!:l T ..... ,,4 n ,..· .. ti ~ ~_ sou ree?
Yes ......... 2f, I (,.4-1 1
I
2
3
I
2
3
I r (i)
2 1 See DK ........ I 3 3 3 J G41
No ......... 2
I rl-i~r-p~,£~rp-+-ri-.~p-rr£o-r-p1-,£~rp~-c£-.~p~
(i) So how much was your pension bcfore tax was i Il deducted? \:n·-f.3 ~-~t2.. bt; --:rl
GROSS _ [Iv Sec
------------------------------r---~~I----~.~~----~~~----~~~----~~~----~~~ G40 G40 INTERVIEWER CODE
Is 11 (GROSS) grealer than I (NET) ror each pension? I
Yes .. x Y
x Y No .. 1
(a) Rcch cck a mo u n IS w i I h in r Or- i~1 ------------------~r------------------1 manl and om end so that 11 i is grea ter .......................................... I
I x x
(or, ir problem explain) y y
Person 1"0 B i I , I
ruson :"0. _________________ ~L-______ -_----____ _
06== H-EO
G41
(a)
Re....c- 2.~ iSE~ c;.~ /- L ~ 12 / 4~? =- CJl>iSL/ '1-10 -=- P££SND PRIVATE PENSI01'l~~ rtrsuD ,-'U. l'crsoo "'U.
I '-- SPOUSE'S CONTRlBtmONS _______ ,/
G4I Did you say you were ...l I
receiving . , , . private pension(s) (C26(B) ON PAGE 23 OF WHITE) from your /2-/3
r G42a
spouse's contributions' _____ _
IF NONE DITER _ 14:- 0 0 G44 • <.
1-----=r---,----t---,---.-----tS
ftl-lt t- re.-PENSION(S) FROM SPOUSE'S IS' 3>4- 5"3 oM] (0.\ CONTRIBUTIONS r' \0
(Use numbering from WHITE C26) /6 J.. f::t 3t;, ~ 5'4. ~5...l ...l i ~< ,,~~
G42(a) How much was your last £. p £. p £. p r. p r. p £. p ~\ pa yme n t after any ded uct ion !--+--t---+-t--I--t---t--t--t--t---r-1 I ~
of ta~ at source? lB-:~<\-~ ~ ~6 - b1. NET - ...l I li ...l ..1 r (b) &.:SL--
G42(b) What period did this cover?
A week...................... I
Calendar month ..... 25 5
Other (Specify) .... 3
Person ~,_ I I '''0. r---1 ' ...... .
Person
3 3
I
5
3
5
3
5
3
No,~, ..... ,. I----+------t-----~------+------r----~
G42(c) May I check, was any tax deducted at <()urce?
{es ......... I
No ......... 21:, 2
DK ........ 3
(i) So how much W3S your £.
pension before tn was I
p
I .4\5
2
3
p
3
£. p
deducted? '2.'1'-~3 ~,- ~'2. lS- :;-1 GROSS ____
G43 INTERVIEWER CODE
Is 11 (GROSS) grea ter tha n I (NET) for each pension?
Yes ..
I
I I I
x
Y
£.
J
2
3
p
I
£.
I
2
3
x y
p £.
I
I
2
3
p
I
N°'I (a) Re:-hcck amounts with in for- !f----------+----------j
mant and omend so that 1I i is greater ." ............................ " .... "'1 (or. if problem oplain) ........... I
Person 1'0. ~ Person ~0. C'
I
I I I
x
y
,,51
I<.5-C- 23
x
Y
J
S£q cs
(i)
1
Il
G43
G44
(a)
J G44
-=?-= efts£" / ±/O 2:-
G44 (Apart from the pensions you have told me about) are you at present receiving regular redundancy payments rrom a former employer?
I Lump sum only code 2 I
Person no.
---:---y" - ~2-
I
I I
No •... _.1 £. 2 p I (a) How much was your last pa yment,
:!~~~e~D_y_d_CO_'U_C_'I_io_'n_()_r_ta_J;_a_I ___ -,-______ -1/3 i/,tt I
(b) What period did this cQver? .. A week ______ 1
Calendar month _._ 'J /') 5 ,.-
Other, (Speciry) __ _ 3
PERSON '--1 --,1. .......... . PERSON
I
Person no.
I
2
£. p
5
3
f ('}(o'
fG"~ I GA'\ \4
NET
G!\'\B
U·· ·· .. ·····-1 .'. .1-------11'------1'---I t (i1:;I\IIC (c) May I check, was any tax deducted
at source?
(i) So how much was your redundancy
Yes
No
DK
I
2 _1'1-( , £ p
payment berore tax was deducted? ______ _
1-'2.-12? G45 Are you at present receiving any rent
from property or subletting?
I EXCLUDE: Rent from household members I (a) To local authority tenants
Yes
No 2
c: ...
Others, DNA .. _ ....... X . - - - - •• X·
Is any of this rent for subletting pjrt of this accommodation?
last time, after deducting all G46 How much rent did you receive £. pi£.
allowable expenses? ---------------- 3/ -+s.s-(a) What period did this cover?
A week --------1 I 1 Ca Icndar month _ ............. ~ b 5
Other (Specify) _ ........... . 3
PERSON H" PERSON 1 I'
2
3
2
2
5
3
p
p
1 roA, IJ ~"
~ GROSS
(a)64S t G41
t8~A IS G46
'1 L-______ ~ ________ ~
52
'lit I s rrWO
PftG,E OiJ.L'i APPLJ£-~ 10 ONc oF- TlIE-PEI<SoNS •.
O/-lL..'I !<.£.y "-/II.i~·-P~G£ IF- fH-t£.- P£;?JoH No. Co~~fof'U)5 wt1l\ ThE... ?EJ2..SoN No.
G47 To women OF-~ t)f\-m DNA, men
Co ~~TL'1 f!:£1N6-}<£'( E.D This may not be applicable to you, but can I just check,
are you at present receiving any maintenance, alimony, or separation allowance from a former husband or partner (either for yourself or for your children)?
- --.. Yes - for children 1
39-Prompt - for self . _____ . __________ ._.______ 2
as - for both __________ 1 3
necessary -. "yes - don't know which 4
No, none received _______ _
G48 How much was the last payment (were the last payments)?
--'
5
38
£ p
G48
GSO
Maintenance for children----l3 Q _ 13. G;1~CtHLj) f--I:"""--jf---.l-1-t'
Maintenance for self _____ o-I/LA- /'(? I f_.M')(' ~/ r '\' \ .- ~.' 0,;;""\-3 o~J~
Can't separate/don't know which -----.04 Lld E;-;\~ ~K - ~ , :j.
G49 How long a period did this payment (those payments) cover?
Record period
OFF. USE
-.
(
Maintenance for children:
Maintenance for self: ___ . ___ _
Can't separate/don't know which:
:;-4-5'S"
Sl
6t~CJ\I(j)
G50G¥tSf'L.f
GAq\)~
53
u, iO Are you at present receiving any other regular
payment from:
it. ., '.. .._.,. :._ .. ' an educational 8ran1. _____ ' __ . ___ .: .. .....::.., .. ___ ..
•• " _ t ......
friends er -relatives outside the', htlusehold1 _-:'--""'-.
" '2.' -." r~"\-
Code a government training scheme. such as a ;.1 · ' 'I
an TOPs. allowance? _._ ....... _ ... _____ -'-.. : __ .~.-: .. ---.~. : _ 3 ., 3 · ~)' . a pension as a member of a Trade Union or
tbat friendly, society _. _____________ . _____ _
apply or from any otber organisation? (Specify type of income)
--,---4 4
5 5
;
(a)-(c)
f{;CPMl G<;~Ml
• . • • . . • • . • • 6 G:9p M~ 151-51 6 " ..... ~.r .. ~ , 9 ~ G51
11--,-pi ~,-p--lL~.L"'_ NONE OF THESE _____ ._
FIRST TYPE OF PAYMENT
(a) How much was your last payment, after any deduction of tax at source?
(b) What period did tbis cover?
Other (Specify) ....••..•..
.. .. . . .. .. .. . .. .. .. .. .. .. . .. .. .. .. .. ..
(c) May I check, was any tax deducted at source?
SECOND TYPE OF PAYMENl .
(a) How much was .,C?ur last p~men any ded uction of' tax at sour!='C?
(b) What period did this co_ver? '
Other (Specify) ......... .
.. . . .. .. .. . .. .. .. .. .. .. .. . .. ..
(c) May I check, waS' any tax deducted at source?
THIRD TYPE OF PAYMENT
(a) How much was Y9US last paymen any deduction of 'tax at source?
.,
. .
t,
t,
A week
Calendar
. . . . · .
after
A week
Calendar
. . . . · . .
after
---. month --. . . · . . . . · . . .
Yes ... _ ... _. No ..............
----_ .. _ ... _-. __ . month ........ _ .......
· · . . . . .
Yes --.-No ----
-(b) What period did this cover? A week _ ... __ ..................... _ .. -...
Other (Specify) .......... .
(c) May I check, was any lax deducted al source?
Calendar
· .
54
month -.-.. -.,. . · ·
Yes ....... _ ...
No ." .. --."--.
O(
bO 'I ~~ 1
bt·5
3 . . . .
i Q I 00 2
£. p
I ,/ 1 i 5
.3/. . I
£. p
I ,
I I
5
3
I
I 2
1 I
5
· 3
I
2
£.
I
5
. 3
1
2
£.
1
5
3
1
2
.1.
p
I
p
.1.
C;;.)'P ttr"'\ l
.. ~
..
I-
NET
GROSS
GS"Pc..
NET
GROSS
NET
GROSS
- RE-wRt:> 2't (<;~ 02) I
51a)-Do you have, or in the lasl 12 mocths have you had, any of the savings or investmects OD this
/ - ~'l / H-="C/1SL/ 1-lo-::.~ PERSON NO,
card? A--"==--....I---t-7'::::--::-:---l- e)
NO TO ALL - /J- over
1) Building Society accoonts?
2) Bank accounts on which you receive interest?
3) Post. Ofrice Saving accounts?
4) Government gilt-edgea stock after deductions of tax at source?--
S) Government gilt-edged stock before -- deductions of tax at source?
6) Unit trusts?
7) Local Authority Securities?
&) Stocks, shares, bonds, debentures or any other securities after deduction of tax at source?
9) Stocks, shares, bonds, debentures or any other securities before deduction of tax at source?
10) Interest payments on a personal loan made by you to someone eise?
Yes I ~ page
~:, =1': 2 1 :~:~.I No I"", . , .,(.
Yes
No
Yes _
No
Yes
No
Yes
No
Yes _
No _
Yes
No
I
~ 2
If, I
2
I
I?- 2
I /8 2'
I
If 2
I ')..0 2
I
.L I I _
GSI!1 C;;3 J I I
G~/~04 I
G5(q~r;
~~/q CPl
- 'r/~qq-
GS7kq.g 1
I) Building Society accounts ______ --._
1-2.==-2.1 -~
I If joint account, record informant's
I share
------
-u-; pil.,;. 2) Bank accounts __________ -,-__ HO
~---+~~----;-~~
3) Post Office accounts __________ 1 ~---+~-+--~;-~~
4) Government gilt-edged stock a fler oeductions of tax at SOUTCe! _____ ___
5) Government gilt-edged stock before deductions of tax at source? _____ _
6) Unit trusts? ------------- 41-r-.~: f-'----j-'---t---f--'---j
7) Local Authority Securities? ------- S"1-8) Stocks, shares, bonds, debentures or any
r---~-L_+----~~~
other securities after deduction of tax at source? ____________ _
r-~~_r--~~~~~ 9) St~k-5, shares, bonds, debentures or any It)
other securities before deduction of tax ()6
-2t so~c~ ~~---~~ ____ ~~~--~~~~-~~=--=~ ~ 2.:
1 0) t" r i vale: - -l~G~a:;n;s :::r"'=-1.3~d;:=~~~~t~o~o ;';L"'~' c~r s? ___ /L 55 /- L -=- 1.1 '--_...L...-'--~
4-7- =- Crl-S5.
G51 (Cont'd) PERSON NO.
v. c) Do you bave any National Savings
Certificates, Premium Bon,ds. or any other savings?
Yes _ If I No _ .. __ 2
G52 Has savings/investments at G51 a) 0 r c)
DNA no savings/iovestments ._ ..... 9
Thinking of all the savIDgs or inve strnen ts you,ve mentioned, would you say tbat the current val ue held by you yourself
7..0 is:
I SHOW CARD (vS Under £. 3,000 ___ . I
£.3.QOO o £6,000 ______ .. _._._ ...... _._ .... _ .. _ 2 .-'
.. ever £6 ,000 up to £8,000 .... _ ................... 3
If joint account -r- Over £8 ,000 up to £10,000 ------ 4 record informants Over £1 0,000 up to £20,000 5 share -----
. Over £2 0,000 up to £30,000 6
Over £3 0.000 .... _--._-_ .. _-- 7
G53 During the last 12 months (i.e. sinc e . . . ), have you paid any income tax dire ct to Inland Yes I Revenue? .'. -... -.... -
21 No -_ .... - 2
EXCLUDE: Tax paid through PAY E, tax deducted at source, and NI contributions
£ p ., (~) How much tax did you 'pay dir_e_c_t!._t~o,l_n_l"'"a_n_d __ R ___ e_v_en~u_e_.--: ___ I.,"' __ "'0
,'1lpart from -Capital'Gains -tax?' -, .. ':!' ~
. .- .054. JD~erviewer check I
". ~. ~ .. - ". ., - Has retired (WHITE A9 CODED I) ...
..1
I
2
9
I
2
3
4
5
6
7
1
2
£ p
I
G;5IC
G53
C:-c::? "'1 v -
~S;3 <a)
I- See G54
t;;sf/ See G54
... and has saving/investments .. _ ... X· ..•. X· ••. 1- G55
and no saving/investment .......... Y
Has not retired ..... _._ ........... __ .......... _._._ ... Z
HAS RETIRED and has)l« savings/investments
G5S Since you yourself retired pas the value of your savings or ·investments:
ineceased __ .. _._._._ .... _ ... _. __ .... _ ... _ .. ___ .. _. __ .. Code first
......... _ ...................... _ ................................. l.~ 2 tba t applies
decreased
or. sta.Yed about the same?
.. fIA'S RETIRED and has no savings/investments
. G56 When you yourself. first r~tired d id you ha ve any of the savlngs or investments I mentioned?
)6.'
• '. ,.
3
30
Yes ..... _........ I
No ................ .
• Y· •
··z····
1
2
~ J
I -2
G56
G58
6S-S-} G57
G63 pa!:e 59
G-5b G57
G63 DaEe 59
'.
G57 What would YOll say was the total value of your own savings or investments at the time you retired? - PERSON NO.
I SHOW CARD IV! I Not h i n g ' ___ .......... _. __ ...... _. __ . __ .. _._. __ .... _ ...... _ ....... _.
U~der £.3,000 ....... _. __ ._ .... _ .. _ .... _._._ ................. _ ........ .
£3,000 to £6,000 _ .. __ . ___ ... ___ .... ___ ._ .. _._ ........... .
Over £6,000 up to £8,000 _, __ _
Over is,oOO up to £10,000
Over .£.10,000 up to £20,000 ___ _
Over £20,000 up to £30,000
Over £.30,000
HAS NOT RETIRED"
ass Can! checY...., do you expect to have any (addition to your) savings at 'about ·the time of your retirement, including (the lump sum(s) you mentioned earlier and) any you are able to make from moving, if you plan to move?
Yes ._._ ...... .
No ._ .......... .
-
DK _ .... _ .... _
G59 Interviewer check :2-
Informant has no savings (G51 coded DNA - 9) -- ;
/. 9
I
2
:,( 3
4
5
6
7
1:>"2.,1 2
3
Ot hers . __ .. ___ ._ ..... _. _._::_ ....... _._ ... _ ...... _ .. _____ ........... _. ___ ... __ . ___ .. _. rz.3 I
.. 2
G60 After any major expenditure you plln - like paying off your mortgage, buying a car or taking a special holidJY - about how much do you. expect you yours:lf will have in savings after you have retired'?
I SHOW CARD IV& I.: Not h i n g •. _ ....•.. _ ......• _ .. __ .. _______ . __ . ___ .•. ____ _
. .
Under £3,000 ................ _. ___ ._ .... ____ .. __ . ___ ..... _. __ ... __ ... _ ............... __ .... r """ l:,.,j,UW, tu· ~LU,VVV ••••••• • __ • ••• • ••••••••••• _ ••••• __ ._040 ••••• _ •••• _ ••• _ •••••••• _.
.. . ..
9
1
2
Ove'r:-£~,ODO up to £8,000 ._._._._._ ....... _ ..... _ ..... _ .......... . ".' .-
Over . ~QOO \JP to £1.0,000 _ ...... __ .. _._ ...... _ ..... __ ........... __
.. ~+3 ... - ~ ...
OUr £10,000 up to £20,000
Over. £10,000 up to £30,000
Over DO,OOO
57
..
..
..
4
5
6
7
I
9
1
2
3
4
5
6
7
1
2
3
1
2
9
1
2
3
4
5
6
7
0+ O.f~ ~-80
1 G63 page
59
G60
} G59
GS~ G61
G60
G{;lRfJ-fa-o;;i IO~Sff=';t ~~and/;:;?~~:Lq l.lt-q~utS£ /1-/0 ==- ~NO which of these sources of income you PERSON NO. expect to ha vc yourself in the year after you retire? ~
Show card IV 9 to IV IJ I 'ICARD IV 9\ in sucussion as indicated
Own earnings from employment, /2--fJ. including casual or part-time employment? -. __ ............ 7.f~17S· ........ ~L·1 .. · Unemployment Benefit? -_ ................................................ .
16C?J. ........ ....... ~.~.+
Supplementary Benefit/Income Support? ........ _ ................. ~~~ ...... .El .. l .. . Child )enefit? _.. 110-;'1'( 04 :
State Retirement pensions (incl. ~~:s)~~~~-=~ ~~I~~. ~==~~i~=.
fr{,fF¥{ (-fo( ~(J2-
6(,( flf~ ~(fltf4 6(,(A~S
Other Social Security benefits, allowances 22-2; I /' 1 (I\./)/ . C. ,..~ M. ~ rr t'0 r-____ ~or pensIOns Inc\. HOUSlDg benefit) .... ·-··· .. ··· .. - .... -· .. 1··-'!.?·-· .. 1 .... ·-~·~ .. ;.1 ...
I .... , nn..u In I I' I ..... ~~IJ .... AV I i
A pension (or pensions) from your employer 204-2S" i or former employer 07 07 ' Private pensions or annuities? --.• -----... --. '2ti'!"" ---;.~ .. --... _-----..... - --- .-...... ~.
A pension from your former (husband'sl 2.~~ 2.1 wife's) employer ._ ...... _ ........................................... _ ............... _ ...... ~? .... _ .......... £? ..... .. . A private pension taken out by your former "3,0-sf husband/wife ................. _ .................................................................. ~.~ ................. !.~ ..... .
ICARD IV III Interest from savings, investments or a ~-1.1 pr i va te· .1 oa n? ................... _ .... _ ................. _ ........ _ ................... ...... !J. ........ .. _.}.! .. _.
\~4-151 Rent from property (inciuding subictting)? .................. .... }.f. ......... ........ !.? .... .. Maintenance payments? .......................................................... :..5.~~::.: ......... U ... .. Income from endowment policies? .... · .... · .... · .... · ........ · .... ·1~1-4 ~'ll 14 Regular redundancy pa~'me!lts? ..................................... _. ~~jt:~.~:. ::::::::;:~:::::.
&6/'4(>1
Gt,(Altp
Gr~(A it G-&(m2 ~f1l'~ G6{rH4-G-b(M~
Regular payments frOr:l children (other than for board and lodgings or interest 4L-43 Gr6/ff/6 or loa n)? .... __ ..... _ ............... _ ... _. __ .. _ .... _._ ...... _ ... _ ....... ~.~ ...... _ ......... !.? ..... .
41--Any other source or income? (speciry) 17 17 6(' R-/'1 ......... - ...... -... f,'jii'i ................. ~(IHJ PERS.?1'l ............... : ~-: :.: ~. -Si ii- erG/MC( PERSON 2 ............... ~ .-. ~ ~.-. e::!.,y, ~6IA~ : -_- _-.: ~o~~-J :'('/11').1
WILL HAVE NO INCOME OF OWN ........................... ·~·=-~I· .... ·??·· .... · ~t6t6(e~p:,~.~ Spontaneous - won't retire/doesn't know when to ~. n d'te
will cO~5ider self to be retired ...... 98 93
58
SEQ 05
G62 Can you tell me bow 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 ret will be • thinking of all the sources you mcntione ,. -'.
ire d1
I PROMPT SOURCES FROM G611 ... FRACTION
PERCENT
Income after retirement w ill tic more than
PERSON NO.
V- I
~ 1~ __ O_ -----} I 1+-6
f6-18
current income (specify) • _ .. .. . . .. .. . .. .. . 1 1
D/k, don't understand
Has no current income of own
a) Can you tell me "from' this card what you expect your income the year after you retire to be compared Vi.i~h your present income
[CARD IV 121 Less than a quarter ____ _
aDo'ut ll,··quarter ___ . __ . __ _
about a third ....•.. ___ .. __
about half _.
about two thirds _____ _
a b6ut"three quarters
.. . .. .. ..
about the same as present incom
more 1han present income __
e
Spontaneous· Other (specify)
d/k haven't thought, doo't unde
HAS RETIRED
G63 We need some idea of people's income just before they retired, to see what chaoges people experienc when they retire. So can I check; immediately before you retired in (YEAR) ________ _
were you: (code from. lob History or ask)
Code Working as. an employee in. . (10B
first Self-employed as ... (JOB)
.
rsta nd
e
)
4 •••• __ •
that Unemployed and looking ror work _
applics Not working/looking aftcr the home/ famil),
59
.. .. .. . ·/1 2 2
3 3 ~
" ...... ." J-v -.I
0) DJ
._- 02 01
03 03
04 04
05 05
06 06
07 07
- 08 08
. 09 et
99 99
19 u,..2..~ ••••••• 1 •••••• ... ••.•..• 1.. .•....
I I 1
-f'\ 2
3
._···········1 4 ~
06 ZJR t1c.~
~g page 63
Gi62..PE.r2
a )
Section H page 63
Sectioo H page 63
G{).4 a) Can you look at ·this card' a~d t~il me which of these sources of income did you yourself have just before you retired,?
'- \ ,
!cARD IV 9\ Show card IV 9 to IV II in succession as indicated
J I
PERSON NO.
Other Social Security benefits, allowances or pensi~t;s (inc!. Housing benefit) _. ___ . __ .. _~~ __ ....... --~.~.
ICARD IV 101 !
A pension (or pensions) from your employer ~r39 Cl t\~ ~i-or former employer 07 07. '-=10 ttV
Private pensions or annuities? -------.-·.1 ~OlfO .. ~==O-.!_--_·· ~(AJl4>8
'CARD IV III Interest from savings, investments or a 4!)'-4h private loan? _. _____ .______ 11 11 ._ .. --... ~~'43 ...... - .. -... (%~I1... Ren t irom property (including su bletting)? . __ .. _ ............ )~ ................. !.?...... \T'
Ma i ntenance pa yments? --............... -... - ............. - .......... -.-.. ~~g::'1"-"'!}"'" ~~ \3 Income from endowment policies? ....................................... !.~ ................ ~.~ ...... 6-6~ Regular redunda? :-;)"1- 1< Gb4Prl5 ncy payments. ___ ....... __ ._. ___ ._ .... ~ . .: ... _ ......... _~:....... '- ..
Regular payments from children (other than for board and lodgings or interest SS'"- t'"' or loan)? _.____________________ 16 16 ... -... _--_ .......... _ ... _-_ .. _._ ..
GVt-t1"lb
):f -!;""g
Any. othet source of income? (specify) 17 17. ;b~rt ----·~·~··'·D·· .... -.-.. -.. ~~8
.. :-~:-~·6-'i!i:·. (l61\¥\lq . . . . ..... ~~ {.~ 664 A-1.6
- - - - -~.; i6: bJrW~( HAD NO INCOME OF OWN BEFORE -- - - - ~~~~ '9 ~~age
RE T I R EME NT ................... _ ... _ ... _._ .............. _ ........................... 9~ .............. ??..... 63 F\-<iq
PERSON I
PERSON 2
60
£).ID SE-Q. 06
/-2 :::- L<f/4--=t~ cfi5>£ / 9-/0 ~ p~ PERSON NO,
v65 Intel"Viewer rcco
What was your
cd' oc
main
&.Sk
source of income then? ~ I Write in and code from G64 I Main/only sou rce ---- (ENTER CODE FROM G64) _
.. .. .. .. .. . .. .. .. .. . . . . . . . . ..
r own ______ 1
gross income before IlIlDUClI
om all the G66 a) Wha t was you
deductions fr (PROMPT SO you retired?
sources you mentioned URCES) in the 12 months before
Figure gives is: GROSS
NET -.. -.~ ....... -----..
b) What arc the this figure re
dates of the 12 months to which la tes?
b-f,bBMTH ~ Beginning _
Ending
~tu;MrH /
GfJ7 Interviewer cod e
Payslip(s)/oth er document(s) consulted for:
all/only source(s) - .. --... -.-------
/2.-13 , £. p
14 - ~o I
1
2./ 2
2:l-Mth Yr ~
25f-.G 23,~ ,::.
~f.2 :2.i ,sO
1 ~ ,
main source only _ .... __ ............... _ ..... _ .. --1::> I 2
subsidiary source(s) only ............. _-_ .... _-_ .. 3 . No documents consulted ............................. ----....... -........ __ ... -.. -... _- .... 4
GfJ8 Interviewer che ck (See WHITE AI2 p5)
Current/most recent job was not main kind of job _. __ ._-_ ... -_.- I
"3.2-Has never worked _ ... _u ...... __ ....... __ ·· 2
I
, £. p
I
1
2
Mth Yr
, ,
,--,-
1
1 2
I 3
4
I
2
G
r jti.
G69
Section H D6)
Others _ ..................... _._ ............. __ .... _ ........... L_J. ___ 3 _----'I G70
61
G(j9 a) Thinking of the last 12 months in which you were in your main type of job what was
PERSON NO.
i p i
I
p your own annual gross income from all sources (including earnings, state benefits, pensions, interest from savings etc.) at that
time? --------------g33~j-?.:::1L.1--LL..f •
Can't remember ___ _ 40 1
(i) Figiure given is: GROSS ___ 1
NET ___ 4\ 2
If 'can't remember' ask for a very approximate amount
b) What are the dates of -the 12 months to which this figure relates?
6bQB/YTT1I : Beginning ~
Ending
Gt,Cff..MT1f
G70 How does your income now compare with what you expected it to be just before you retired, is it:
about the same as you expected .. u.·.· .....
Runni ng much more than you expected .......... - ..... promp t rather more then you expected - ........... -.
.. ~tJ...iAP I.-cor ., 1-.. .... ft , ...... , .............. , ... rt • Ut "a.L"'" ~ 1 .... ~,Jo I.uau SVU "'AY"""",",,", ----_. or much less than you eJ;pected? _._ ....
SPONTANE OUS Don't know (had no expectations) .... _ ....
END S5.Q Or
62
Mth Yr
fa f.:, 1AA. l1C1 ~~ ~ ""'\'I,-V
A("AJ ~ .Aft
I
~ 2
3
4
5
6
1
1
2
Mth Yr
i , •
\ I
I
2
3
A .. 5
6
(i) &(,q A
G706{;qCANT
}b)~qf.t.{
I G6'1KYR -.- , - ... -
G:b1f.YR.
~
I
I
] 51ftR.T
SECTION H - HOUSING AND HOUSING COSTS
Ask infOrDl1.Dt or spouse if they arc HOR
/- L-=- --60
4- =t :;::. CJ¥, £ q-IO=- P£;?sNO
DNA - Informant or spouse not HOH x
To aU households (Ask HOH or spouse)
HI Do you rent or do you own this accommodation?
Include canv.au mobile home Buying
Rents _... I
or owns _. /2- 2
l)VPLJ utI!· Ri.. SIN6r"'- W/..}I N.
DIl1A FOp- fof}f
pUjOI(S (If--~
~ H25 page 71
Ca> Do rent '-'nn r ~ "''''l\""''nntf~ ti"n J"' ..... ---- ......... - ..... - •• - .... --
Ndth«-U Ask (a) tti Go to (b)
Go to (c)
rpora tion from a council or I'ew Town Co (include: Scottish Special Housing Associatio~ Northern ireland Bous
.-
Running prompt
Executive) i.ng
ation from a housing associ
from someone else unf -
urnished __
or f uroished? __
(b) Do you own your accommodation
Running prompt
with a mortgage
by rental purchas
or loan .......... e _ .... _ ... _ .. _ ..
._ ... _---_ .......
(c) Do you receive your accommodation rent free?
(d) Does anyone outside your household pay rent this accommodation on your beh~lr? (Excludc rcnt rcbate/rcnt allowance/ housing bencfit)
(i) How much rent did they p3)' last time?
on
ter (ii) How long did this cover? Eo Pe riod
To rent en coded lu H I or those codcd ~eithcr .
(e) Is your tenancy dependent on your job?
63
3
Yes __ .
No _ ....
Ye~ ......
No ......
code_
at HI
I
2
3
4
13 5
5
6
7
8
14--I
2
£. p
/S - \Ir
2J)
- I
r- Go to (d)
J
~1fHsC
} Go to H8
I
Probe to make
}
ccrtain Dot codes 1~
then ask (d)
Ask (i) - (ii)
Go to (e) ttl.D HiDl:.
Ask (ii)
\-\1l:ttL s t
U codc 9 pccify pcriod
l hen ask (c)
I
To aU with rented accommodation (coded 1--4 at n \(a I» (Ask hoh or spouse) DNA.
£. p
Others _~ Go to B&
!I2 How much rent did you actually pay last time (including any rooms you sublet)'?-________ ~b Ask ID ~1A!y[f IDclude rent paid for \ I c:araYlln. mobiJe home Ni! (100% rebate on rent}_._ .. __ . 7R" 9 Go to H4 rr2.. and houseboat
ID How long did this cover? Enter Period code
•
').2
~
. ...
If code 9, specify period J
y~ - ~1 t "'. (a) 1;\-\
(a) For how many weeks of the year'? _______ N_O_-___ ~: :. toR~ M ~
H4 Do you have a rent holiday?
HS Did you receive any rent rebate/rent allowance/housing benefit in connection with your last rent payment?
Yes. __ .
~l No _. ___ . 2
£ p
- Ask (2) MS' - Go to B6
(a) How much was it? _________________ ~L -t~' k!.: (b) \t~f\
(E.1:clude rates rebate .. sce H9(aXi)} DK_._~- Go to (c) \\st>1<:.
If code 9, \\SE Period code ___ t-~-----I specify period J (b) How long did this cover? Enter
(c) Did this amount cover Ask (c)
(d)
rent rebate/allowance only or =~~:::==m=== .. =~"'~~===~~~~,..,~~~ - (d)
rent rebate/allowance as well as rates rebate .. _ .... 6'i 2 .. H9(a)(i) ~SC D.K .............................................................. _ ........... _ ...... __ ............ H3 -(d)
Was the rent rebate/rent allowance/housing benefit DeauCteo from your
last rent payment? .................... - Ask: (i)
or returned direct to you in a lump 40 sum,that is by cash, cheque or giro? _... 2
(i) Is the amount for ren! you meetioned earlier before or after deduction of the rent rebate/rent allowance/housing benefit?
Before ...... .
After _._ ... 4-l 2
- Go to H6
\-\5DI. } Ask H6
H6 Does the rent you mentioned include any services such as lighting, heating, hot water, cleaning. TV licence. lift. gardener or any other service?
~ [Specify below
Yes .. ·····.·.1. _ I l1~nd entcr ~2.... L.iiDOiliit ~L
No _......... 2 Ask: H7
Tyj>< of t-trvicc
I
i p
,,~ Aslc 117 PobFTMI ..............
6-1
To all with rented accolIllDO<htioD (coded I at HI)
(Ask boh or sponse)
H7 Does the rent include rates?
To all honseholds except tbose coded I at H7 (Ask bob or $p<lnse)
HS Do you pay rates on this accommodation?
Yes _._.
No __ ._
I
AlJ 2
Yes ..... - A{\ I No __ ._. 2
r Go to H9
Ask HS
Ask (a) -H2 Go to H9
<a) How many times a year do you pa y?
Enter DO. of times S""o- 5'"( - r Ask (b) ~gn-
£ p
(b) How much did you actually pay last time? ----_.I~2. -+ ~ _ Ask H9 l-\&E
To all households (Ask hoh or spouse)
H9 Did you receive any rates rebate/housing benefit in connection with your last rates/rent payment?
(a) Was this deducted from your last rates/rent payment?
Yes _ .. _.. . I
No ....... _ S-q- 2
Yes _ .....
No •.. _ .... r;g I
2
£ p
r- Ask (a) Hq - Go to HID
- Ask (i)
r Go to HID
i \\qf\.l-\T
(i) How much was deducted? ___________ 15'"'1 ~3 r Ask (ii)
[ Exclude rent rebate - sce H5) DK _ ...... lA. Go to (iii) ~9 IDk
Enter 65 If code 9, K-qn Period code __ ~ '-od
(ii) How long did this cover?
r------! specify pen l I
Ask (iii)
DK ......... . r Ask (iii)
(ill) Was the amount you paid last time in rates/rent. that is .......... (Sce H&(b) or ill) berore or after deduction of the rebate/housing benefit'! De fore .......... 6-7 1
2 HIO
Afte r ........... .
6S
of of
To all households (Ask bob or spoosc) (Check thst H9 has been asked)
s since _ .. __ ...... HIO In the last 12 months, that i have you had any rates reba benefit refunded direct to yo a lump sum in cash, cheque
te/housing u, that is or Giro?
(a) How much was refunded?
(b) How long did this cover? Enter
t- L :::;;;-"?:.C>
4----::r- -:::- G Ft St q -10 ::;.. Pl.fSN 0
Yes _ ...... 12- I Ask (a)
No ......... 2 r G<l to HlI HI 1: n
rS i ~A k' (b) H-lCP
DK ._ ..... /3 I r G<l to H1IMI~
If code 9, l-\-l
''''(
A
flbi<
Period code 11 specify period l
(c) In which month and year did you receive it?
(d) Ha ve you received more than one iump sum rebate in the last 12 months?
66
DK __ 20 I ~Ifl . . .. " , , T ASk: lC)
Month ..... '{J "f Ask: (d)
Year 19 .. 23 1 2-\- J tH~Cl'€AQ
Yes ........ 2S No ......... 2
OFF. USE
r. p
rAsk: (a}-{c) and record answcrs in
~ left hand margin L
to Ask HII HI(JJ)
· all households (Ask boh or spous.c) : , ) .
HII Is your accommodation connected Yes to both __ . __ .. I
} "". B12
to the mains sewerage and/or Sewerage only __ . 2 mains water supply?
Water only _. __ .. 31 3 ~ 11 No to both ..... __ ...... 4 Go to Hl3
H12 Do you pay separate water
~ 12-and/or sewerage ra tes? Yes .. _ .... I Ask (a)
No __ . 31.. 2 rGo to Hl3
(a) How many times a year do you pay?
Enter DO. of timcs_ - Ask (b)
.£ p
(b) How much did you actually pay last time? _________________ _ 3Sl1~'T t- Ask H13
HI3 In connection with this accommodation do you pay any of the following:
Running ground rent prompt feu duty (Scotiandj
chief rent service charge compulsory or regular
main tenance charges site rent (caravans) 3"y other regular payments? Yes .0 any .. __ ...
No to all __ . __ ..
{SpeciIY below and I cnter amonnts
40 2 r Sce H14 HIS CQ\ .£ p
I T::~ ~~~::;ge I 1_ 4\ -145 '----~~----+ ................................................................. _......... ~ i I
l+ts QL
Type of charge
and amount
How long did this cover?
Enter 4& If codc 9. /-tl3Q1 per iod -t-~- 1-_____ :::oI-s ...... pcciI y period l code I _____ _
-~ .£ p
'---------t ..... ---........... --..... ---.......... ---..... - ........ ----- -
How long did HI3QS r-'2., If code 9. period-t-~- L ______ jspccify periodJ code r
Enter 1 his cover?
'------~ Sce HI4
67
To an who own with mO~llge. loan or rcubl purchase (coded S at RI(b»
Exclude scoond lDortgages Dot for the purchase or this accommodation
HI4 Did the last mortgage or
(All: bob or spoo.se)
DNA Coded j ai H15~1 6 at Hl(b)
or 3 at HI
loaD payment you made interest only? _ .. _ ......................•........
x
cover Prompt. 53 lnlerest & capital/principal? ._. 2
If more than onc mortgage. record dcblils
or .Ib" _.c ;. left-..... -... 1 1
page 71
Ask. HI5
Go to HI8
Enter 60 If code 9. 't\-\ b Period code ___ .. r------j specify period J
B16 How long did this cover?
HJ1 Is there an endowment policy covering the repayment of the capital/principal of the mortgage or loan?
(a) How much was your last on the endowment policy?
(b) How long did this cover?
(c) Has this insurance: premiu included in Ihe amount 0 interest you mentioned ea (see HIS)
premium
m been f rlier
(d) in wnat year laken out?
----.,.---Vw'as this insuraul,;c
(c) What will the net value of the endowment policy be when it
1:'_. __ LLlll;J
Period
Yes _.,- U I t Ask (a) \\\T-No ._...... 2 Specify below
H b~w principal covered and goto H23 I
J £ p
62.. -i \\~ ~ r- Ask (b) -1.
If code 9~ t\ ... code 6-:t specify period ]
Ask (c)
} \\\~ Yes .... _ .. 68
I Ask (d)
No ._ ...... 2
1,111 :-_;'0 - f \\\-1 ~ \"\\T\)
Ask: (e)
£.
matures; I mean after paying ;:}.{I· _ ::;.t; off the mortgage? -------------------1. /.J
Go 10 1123
DK ..... .
Refused ...... . 1'6 2
68
S£~u£..if~- ()L
I
RtZ.c ~ (J:£G< 03)
·~U those where wt payment co ... crcd int.cr=t and apil11/principa1 (coded 2 at H14)
(Ask hoh or spouse)
/-2 =- 30 '1 - :r- CAS £ 1-10 =- P£I<Sf.lO
£. p
HU How much was your last instalment I H 19 on the mortgage or loan? ------------~_I 12- -t I? -Ask H19
Enter If If code 9, H-Iq Period cOde __ -~----., specify pcriodl
HI9 How long did this cover?
.. I
Ask H2O
£. p
H2O How much interest did you pa y over the 12 months for which you have figures? ________ _ Iq -I- ~ 4r- Ask (a) H-2cP
(a) What dates does this cover? _
r----- Beginning.
-Ending.
H21 For how many years have you had the mortgage/loan?
DK_ 25 I
Month 16 -.; - '29-
Year. 19 ).2-f- 21
Month SO - f- ?, I ..
Year. 19 $2- r- ~3
Go to H21 H2~Dk
~
\-\ LCP tTB ~.
\\2.rp ~ & "iRe
f- Ask IDl
't\ 'l. on1 E Mow
J \\-l~ rrt:. \( R
H21How many years does it still \\ have to run?-----------~1_1s.g } \\'27~
Ask Ill)
DK ...... 31 I \\. ')2\J~
69
To all who O'WD with mortgage or loaD (coded Sat Hl(b» (Ask: hoh of spouse)
f on the H23 Has standard tax relie mortgage already been from the payment you
824 Did your last payment mortgage/loan include for insurance on the and/or a mortgage pr policy?
deducted just mentioned?
on the an amount
structure otection
(a) How much was fo on the structure?
r insurance
(b) How long did thi s cover?
Y cs ...........
No .. __ ... _
DK_ .. __ .
Yes to both _____ .
Insurance on structure only __ . __ .
Mortgage protection policy only _____ .
No to both __ . ____ ..
Enter Period code
I
40 2
3
I
2
A-l 3
4
£.
.
p
} Ask H24
\-\1..L\-Ask (a)- (d)
r Ask (a) &. (b) Land go to HlS
r-I
fo- Go to (c) - (d)
Go to H25
41- -1 ~ r Ask (b)
4=r
r. p
If code 9, specify period J I Ask (c)
(c) How much was for a mortgage -1.s: t\ 1-,\-c. protection policy? _______________ --._I~ I·~ t- Ask (d)
(d) How long did this cover? \\l~b
Enter 53 If code 9, Period code ___ _
r------i speciI y period l Go to Hl5
70
H25 Interviewer check (Sec H/hold Box) L \ H/hold contains one Benefit Unit only __ . ____ .. _. ___ ._.. \
H/hoid contains more than One benefit unit and: - , Informant(s) is/are HOH and/or wife of HOH __ .. ___ .. __ ._. 2
See H28
H27 n J.:::>
Informant(s) is/arc neither HOH nor wife of HOH _ ... _ .... _ 3 H26
NEITHER INFORMANT NOR SPOUSE IS HOH
H26 Do you (and your husband/wife) make regular a contribution to [HOH] towards, rent, housekeeping or your share of any other bills?
\-\'l-b Yes ____ .... 1 (a) - (c)
No __ S"S 2 See H28
1: P (a) How much do you pay [HOH} altogether? _______ _
11 S"~ I-- W (b) ~1-6 Pr - !
(b) How long a period does that cover? Enter period code
If coded 9 specify
(c) What does this payment cover?
Code all
that
apply
(d) Code or ask
How much of the paymeDt is towa rds ren t/mortga gc/ra tcs?
END
1-6-/---IP~~bBl
62. 1 ~-:l b c. Everything - .. _-_._ .. _-.--.--- 63 ;_.. H '1-b c 2 Rent/mortgag:/rates _. _______ ._ ...... __ _
Food .. _ ............................. _ ...... _ ....... _ ..... __ .... 0.: .. ~_...... Cs 654 C+ Fuel bills .............................................................. _ ..... .
Other (specify) ..
p
AMOU~T ---- [ I 116~ -I- ,?-
None: of it ...... - .......... -:n I
d/k, can't split it·····UJ
O~
71
CS
Scc H28
\\" /"I\V t-\ .L b \J l) "
H21 INFORMANT OR SPOUSE IS HOH
1- 2 =-- 1>/ 4-r :::. ~j~
Check household box for details of other adults (age 16+) in household
For each person aged Hi+ apart from informant
Enter person nu mber from H'hold box
Ask about each adult in turn:
LT) make a regular contribution (a) Does (ADU to you (and housekeepin
your partner) towards ren t, g or any other bills?
Yes _. __
No _ ............
(b) How much altogether?
does (ADULT) pay you all
(c) How long a tha t cover?
period does
(d) What does payment co
this
C<lde all that apply
(e) Code or as
ver?
k
Enter period code
If coded 9 specify period _
Everything ..................
Rent/mortgage/ra tes
Food _____ ._ ... _ ....... _ ..
Fuel bills _ .... _ .. ___ ..
Other (specify) .• 0
Ho"" much tow2 rds ren
of the pa ymen t is t/mortgagc/ra tcs?
AMOUNT
None of it --_ ...... -d/k, can't split it ._.
72
q "'I/O I I
/2-I_(b) I._(b) I_(b)
2 __ H28 2 __ H28 2 __ H28
£. P £. P £. P --
n- r-!l .1 .1
jB
V 19 I I .. .1. - .
~ .. ~ .. - 2 2
~l. 3 ...• 3 3
tz?:. . ~ ... 0 4 4
~ .~o o' S 5
£. P £. P £. P
1+-r'22 ~ ~ I
I I I
l~ 2 2 2
.1
I _(b)
2 __ H28
£. P
.1
I
I
2
3
4
S
£. P
.1
I
2
{c
~~ (d
~
H ~
aD 1 1.'T{)2-~T\)3
• rt).1--tA.
\\2=Ti)5
S ec
Co N1 IN u£l) Ru> M m&rl?--
~ E-c-oR-D '?, 0 (~Q O,,\-)
H2S Interviewer code (su: HI p63)
Tt
1-2- ~ 30 4--:f- -=- ~E<{-Io =- P£'/?SNO
owns accommodation with a mortgage/loan
owns accommodation outright .............. _._ ............. .
Others ._._ ..... _ .......... _ ...... _._ ............................ __ .. _ ............ .
H29 Have you ever had a mortgage on this house/flat? Yes ........ .
No a) In which year did you finally pay
off the mortgage? Year - __ 19
H30 Can you look at this card and tell me the approximate value of your/house flat.
I Show card IV 13 Up to £15,000
Over £15,000 up to
Over £50,000 up to £.100,000 __ ...
Over £'100,000 up to £'150,000
Over £.150,000 up to £'200,000
.
.
..
Over £.200,000 ...
Don't know ............... . "
I
ll. 2 :>
/ I ~2
If-;-IS
I
2
3
/6 4
5
6
9
REFUSAL ___ ........... . .. 11 1
H3i Do you have any property you let or a second or holiday home or any other property but excluding business premises?
Yes
No ....... .
.. /2 !
" 2
a) Can you tell me from the card the approximate value of the propcrty(ics)?
1 Show card IV 13
.Up to £15,000 ............. _ .... _ ............ _ .... . ..
Over £25,000 up to £50,000 .......... . "
Over £.50,000 up to £'100,000 ....... .
Over £100,000 up to £150,000
Over £150,000 up to £200,000
Over £.200,000
Don't know _ ............ .
'"
..
..
'"
'"
REFUSAL .................. . '"
.,., ,~
1
2
3
/74 5
6
9
10 1
l-
t-
t-
H30
H29
H31
a) \12-~ H30
a) H~! H32
H32 Has either of you ever inherited a house or flat, or any proceeds from the sale of a house or flat. from your parents or anyone else?
I
y" --.. - ... - ..... 'J ,I ~.) ~?,2.. No .----ml:~~,~t :3:
Uft :: :,,:"::: ::: :o",:::t:'-in-v-e-s-t-a-n-y-m-o-n-e-y-----v-.-~-~--- 19 Fif ~~~B
as a result of the legacy? -- ------------12.4- ~ I ~ H33
No --------WJ I I
74
I ALL
.. 33 When did you move to your present houscjf1a t?
If one member of couple moved in before the other. record &: ask. about earlier move.
H34 Interviwer code
Has retired (WHITE A9 CODED I) and has moved since 1974
Ycar
PERSON NO.
. Has not retircd (WHITE A9 CODED 2) and has moved since 1974 .-.-.-.-......... 1-:f- 2 2 H36 ~"i
Others _. ___ ._._ ... ___ ._. ___ ._,,_. 3 3 H39
HAS RETIRED
H35 Can I just check was that before or after you retired? before --.. _ ... t22 I
a fler _._............ 2
W~: 2
TO ALL H36 a) Did any of the events on tbis card affect your decision to move?
I CA.RD IV 14 Actual or approaching retirement ",,,, ___ '_'_00_ ._ .. 9.!.._oo. :L'l..:s.O H"3.ffTc;t> (
Code
all
that
apply
b) And did any of
I CARD IV 15
Code
all
that
~::::~ ~:b w~~::..:'_i~~ ____ J~~~-= ~=~~ ~~~~ Children left home ... , .................. __ ....•........ __ .. _ .... _ ..... \ ...... 2.~ ..... _. 3> ~ r\ ~~A ~A; Inherited property/money _ ......... _ .... __ ... _ .......... _ ........ 2.? ........ S~:U \n £M5 Divorce/separation .................. _ .. _ .......•........... _ ................ 1 ...... ~~ ........ '~1-~ WUA-~ Own ill health (either member of couple) .... _ ......... 22 ......... kt .... 42- \-\UAf1 III health of (former) spouse _ ......... _ ....... _ ...... _ ...... _ ... ~.?_....... ~"'44 \-\~{; Mg III health of other relative/friend •. _ ... _. ___ ..... _ ........... ~?._..... 5-4{. \t~t,ft~~ Death of (former) spouse ... __ ..................... _ ................... .!.~ ........ ~ \ts~~!~ Death of other relative/friend ........................................ ).~......... -So \-ts6,Ct1! M:miagejremarriage .................................................................. I? ....... >(-~2... \-\1£-A-I1. NONE OF THESE EVENTS - ........ --.-.. -.................. l--."2 ..... -f]~54- \\<,611'1'1
the events on this card lead to your moving? I House' I Oi S:>-H~ H-]~B1)/ to be demolished . __ ... _ ............................... _ .... _ .................. .
House sold by council ..... _ ... _ ............................................... 23 ......... s"?--Q rHbC I).. House went with job and left job ._ ........................ ..... 2.L ....... 5'1_(,0 \t?~J?'(3,
. . 04 br-Efl. \;ts68(j/-;-Moved by councJ! ....... _ ..... - ............................. -................ .................. . £8 U> ~
Tenancy or lease expired ..................................................... ~? ........ b!-f:A- ~:b [)tb Eviction or mortgage foreclosure .................................... 9.~ ........ b.S -~ ~~b' rlO-::r
o~ I~~-~ r-\";.~_G""
. . . . . . . .. ~e '~~:~ fl:1~(/~cu.q 91 ':'" \-\~~0C. NONE OF THESE EVE~TS ..................................................... :1-~,l.,1 .?((tl
rl"C'v I
Other (Specify) ..
75 '--___ '
H37 Did you move for any of these reasons?
SHOW CARD IVJ6 I
/-2 -:50 4 --=t- - CA~e q- /0 = PU-SNO
to live in a more convenient or more manageable /l 1 house .................................................................................... _ ........................... ~ ........ .
be nearer to relatives or friends ....................................... !3. ... ~ ....... . live in the country or near the sea ............................... it.} ....... .
to Code
all to
that to sa ve or make money ... _ .. __ ._ ..... __ .. _ .. __ ..... _ ..... _ ....... .. ... (f .. ~ ....... . 1f6 5 to be nearer shops or services _ ... _ ......... __ ..................... _ ...................... .
apply
11- 6 to live in a better area/house .. _ ...... _ .......................................................... .
Other (specify) ....................... .
.. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..
H38 Were you abie to put away any money in savings or investments as a result of moving?
Yes ._ ........ .. 2.1 1
TO ALL No............... 2
H39 Do you plan to move (again) in the next 5 years?
Yes .......... I 2't.
No "_.".'" 2
DK/unsure 3
a) Do you expect to be able to save or make any money as a result of moving? Yes .......... I
23 No ........... 2
DK ......... 3
b) Do you plan to:
Code
all
tbat
apply
invest any of it 24- I ._-................................ _ •••••••••••••••••••••• u ..................................... .
')$"2 use any of it for ordinary living expenses ................................ _ ... .
use any of it to payoff your mortgage I2t 3 if you ha vc onc ................................ .
use any of it to pay for major items like a car, specia I holi da y, ce n tra I hea ting, or house 1--1'1.
1"-'1"" 4 imp ro v c men ts .................. _............................................................... . ......... ",., '"
use any of it to payoff overdrafts, loans, or ')i 5 credit cards or other debts ......... _ ........................................................... .
do anything else with it (specify) .......... .
76
}
}
a
t-\?l-q "3,
~'H+Q4 H18
)
't-r~-:rQS"
\-\3~Qb 'r\-s~i-\\~1-~ 2 W~~q
t\~q See H40
b) \-Bq ft Scc H40
+f~g f n~131
t\S~~
Sce H40
t-\:Sq~\
\-\3~~S" t\S~~b \-\11~1-\-\14 E, ? \-\ 1 q. I?,ci.
PERSON NO. ._ J Interviewer code (sce GI p33)
Employed last week ___ . __ . employee _ ..... __
Others ..... ____ _
H41 Do you have a business which you could sell if you wanted to?
(a> Do you aim to sell it around the time you retire/give up work?
self-employed '"
Yes _. __ .
No __
Yes .... _ ...
~ I
~52 3
I
31-2
No _. ___ . 35 2
. -If informant has retired (A9 coded 1) say 'give up work'
won't retire/give up work _._.
(b) Can you tell me from this card about how much you think your (share of the) business is worth now - including any goodwill, stock or equipment, and any premises apart from your home - after any outstanding overdrafts, loans and biils have been settled?
CARD IYI7 under £1,000 _ .. ____ .. __ ....
3
£1,000 -£10,000 ••••••••••••••••••••.. 1
£ I 0,000 - £50,000 _............... 3
£50,000 - £ 100,000 ............... 36 4
£100,000 - £100,000 ............. 5
£100,000 or more ._ .. _ .... _..... 6
H42 Has insurance etc. policies yet to mature (see WHITE p25 C28c) DNA t3-?-1
I
I
2
3
I
2
2
3
I
2
3
4
5
6
s ec H42
\+4-0 H 4 I :
~ s ec H42
(a) ~4l t- sec H42
(b) \-\4\ A } sec H42
1-
li.L\ \ I? 1\ 'D . ..
sec H42
I- Section J H4-'2-next page '
Sccllon J Y'1~:l.t pap'"
FINANCIAL SITUATION
/- 2==-- ~L 4 - -=r =--- CA-sEq - /0 ~ P&St-LD
JI Thinking about how you are (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 wel1 ........................... .
managing quite wel1 .......................... .
just getting by
or getting into difficulties _ .. _ .... __ ......... _ ... _ ....... ..
Other (specify) ........ _ ....... _ ................. .
I
2
3
12 4
5
J2 During the past 12 months have you ever: Yes No
I. Had to use any money that you had in savings? .. 1'3 2
2. Had to borrow money from anyone to pay for some big expenses? ............................................................................................ .
14-1 • 2 ..
3. Had to borrow money from anyone when you IS" were short, just to make ends meet? .................................. _ ................ . .. I 2
4. Fal1en behind with your rent, mortgage or any It other regular payments? .................................................................................. . .. 1 2
5. Had a big bil1 that you couldn't pay on time? _ ........................... . .. I rr2
13 Are you behind with payments at present?
(a) About how much are you behind with at presen t?
Yes
No ................ .
Under £50 ............................................. .
... /9 1
... 2
ouo I
£.50, but under £200 ........................ . ... I 2
... 1 3 £'200, bu t under £.1,000 .................. .
£'1,000 or more ................................... . .... 4
78
l)0f'L\ UfT -I\l-L D~
fOR... Bolt--\WoNS r
~f-ANY)
(a) 'SS 14
I
J4 The things people: buy and do - their housing, furniture, food, le:isure activities, etc - make up their standard of living. Ho ..... satisfied do you feel ..... ith your standard of living at present?
Can you choose an answer from this card.
Show card IV 1&
If a couple disagree code first that applies to either
Very satisfied
Fairly satisfied ...................................... .
Neither satisfied nor d issa t isfied _ ........ _ ........................ _ ..... _ .. .
Fairly dissatisfied _ .. _._ ....... _ .... _ ... _
2
20 3
4
Very dissatisfied _. ___ ._ ...... _. __ .. _ S
OK/no opinion ......... _._ ................... _ ..... U JS Can you look at the things listed on this card and tell me which
you have and which you do not have in this household?
Show card IV19 I Code in first column
For any item coded 2 (Does not have) ask:
(a) Do you not ha ve (ITEM) because you do not want or need one, or because you can't afford it?
Code in second column. Give priority to code ] (Does Dot want)
·'Can'c afford' includes can't afford to run one
L A colour television ............... ~~~.~.f2.L. ......... -.. ~ : ::~~g;::::: ~~~,~d~::~~~~~~:.~j 4. A washing machine ................. ~.?B.!1 ... ~ .... _ .. _ 5. A tumble dryer ................ _ .... _ .. ~~.t).ai5 ___ . __ . 6. A telephone ........................ _ ........ ~.$..frf!1.~ ...... _._ .. -7. A dishwasher ............................... ~.:?.fr.a.9.1 ........ _ ... .
.. . :s SA-A <It 8. A VIdeo recorder ........................................... _ ................ .
.. :SS AA<J'1
9. Central heating (INCL STORAGE HEATERS)
10. Use of a car or van ................ ~? .. ~ .. ~9 ............ . If has a fridge/freezer code I at 2 and 3
Has
I
.
1
1
1
1
I
1
I
Does not have
21 2
:21.. 2
"'? 2 L...:> -
24- 2
2S 2
1...b 2
?-7- 2
1..2 2
2.1 2
30 2
If has a tumble drier included in washing machine
Code at 4 ;] nd 5_
79
(a)
Does About not Can't to get want afford one
I 2 ~l 3
11
2 ~2. 3
2 7'l 3 J~
1 2 34- 3
I 2 ~ 3
I 2 U 3
1 2 :s=r 3
I 2 ~ 3
I 2 3.1 3
1 2 4D 3
OK/ DNA
4:5S ~ f
4 0~\~B' I
4 :\S14~ '--
4.jS
4S.s;
4~ 4 \~ "--
i 40"(\
../1
I
4:SS1 ,
4 ::ss I I
Ask Questions for all problems ringed OD flap, then go to E 117 p24
Person No .
•••• 1 •••• 1 .... 1 ....
Locomotion K
Reaching and L Stretching
Holding, Gripping M and Turning
Seeing N
Hearing 0
Control of P bladder and bowels
Fits and Convulsions
Communica tion
Behaviour
Eating and drinking
Disfigurement
I ndepcnda nee
T
u
v
w
x
y
K
L
M
N
o
p
T
u
v
w
x
y
- El p4
- E19 p7
- E24 p8
- E39 plO
- E51 pll
- E63 pl2
- E73 pl4
- E81 pl5
- E90 pl7
- Elll p23
- EI14 p23
EI17 p24
Ask sign posted Questions for all letters ringed. Then go to E119, p25
83
Period Codes
(Enter as a single digit)
Week ........................ 1
Two weeks .................... 2
Three weeks • . . • • • • . • • ....... 3
Four weeks . . . . . . . . . . . . . . . . . . . .4
Calendar month . • • • . • • • . . . . . • . . • 5
3 •• _~L r 1\lIO.ILI.S ••••••••••••••••••••• I)
Six months ........•........... 7
y ear. . . . . . . . . . . . . . . . . . . . . . . . . 8
Other period ••..•.....••......• 9
84
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