OPEN - ESDS

GENSML INDEX 

Sampling Instructions are contained at the beck of this book in a secti 

‘Sampling Details’ 

Note that mein eections of this book are preceded by a section index 

Abeencee of ependere (A7) ............................................. 

Mdress empty at first call (4.1) ...................................... 

Address list .......................................................... 

Advance letter to informants (5.1) .................................... 

Senefits ..........................00.................................. 

Businees ●xpenditure (6.5)trips ....................................... 

Cells in area ......................................................... 

Calls and outcotw record ‘L’ (8.5) .................................... 

Caravana/houeeboata ................................................... 

Checking calla (5.7) .................................................. 

Checks on firat three quotas - additional checks (7.5) ................ 

Checking schedule ‘K’ and general checks (7.1) ........................ 

Check trader .......................................................... 

Clerical/checking time (8.8) .......................................... 

Clients and purpoeee of survey (1.1) .................................. 

Colletting ●xpenditure from househol de 

recently ❑oved or formed (A1O) ...................................... 

Cantect with HQ during field period (8.10) ............................ 

Counting households at address ........................................ 

Credit purchase (D4)/arrangements ..................................... 

Charge cards .......................................................... 

Credit cards .......................................................... 

Credit card payment page (D20) ........................................ 

Date of interview ..................................................... 

Definition of household (A3) .......................................... 

Definition of head of household (AfI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

Definition of spender (AS) ............................................ 

Deepatch of ‘J’ form (8.4) ........................................... 

Deposits (D13) ........................................................ 

Diary ‘D’ schedule .................................................... 

Education (Item 7) .................................................... 

Electricity payments .................................................. 

‘E’ form - record of spendera in co-operating households (8.3) ......... 

Excluded addreeees and households (3.2) ............................... 

Extension of placinge/intervi ews beyond the month (4.2 ) ............... 

Extra interviews peraddreas and quota ................................ 

Farmxrs and ahopkeepere (D14).......................................... 

Field and office training (8.11) ...................................... 

Final call (5.8) ...................................................... 

First cell (5.3) ...................................................... 

Gas payments .......................................................... 

General points on achedulea/layout/procedure (6.1) .................... 

Glossary of terms ..................................................... 

‘E’ form - weekly progreaa return (8.2) ............................... 

Haad of household definition (A4) ..................................... 

Hire purcheee ......................................................... 

Holidays and record keeping (UK end abroad) (D14-D16) .................. 

Holidays -retrospective queeti0n6 ..................................... 

Houseboats/caravan# ................................................... 

Housing benefit .......................o............................... 

Household caposition changes during record keeping (A9) .............. 

Household definition (A3) ............................................. 

Nousehold recently moved or formed (A1O)............................... 

Hmusehold schedule ‘A’ with detailed points on queetiona .............. 

1A 

on entitled 

17 

4,5 

Sampling, 1S 

7 

64 

14,87 

93 

93 

24 

9678 

88 

88 

40 

106 

2 

19 

98 

Sampling,6S 

37-41 

37,87 

37,87 

87 

20 

15 

16 

16 

93 

84 

77 

21,22, 

46 6 47 

32 & 33 

91 

4,15 

5;86 

Sampling,llS,20 

85 

9B 

9,89,90 

7 

11 

104-118 

91 

16 

38-41 

85-86 

43,44 

24 

,25-27, 

110 

18 

15 

19 

20

In8urance ............................................................. 

Inclusions and exclusions (3o ~)........................................ 

Incme echedule ‘B’ detailed points on questions ...................... 

Interview/piecing call (5.4) .......................................... 

‘J’ form - despatch note (8.4) ........................................ 

Ueintenance Contracts ................................................. 

Nein residence (A3) ................................................... 

Mail Order ............................................................ 

f4c.biIehomes .......................................................... 

Mortgages ●nd 2nd mnrtgages ●nd Top up mortgages ...................... 

Fiulti household ●ddresses ............................................. 

Non-ependers information required (A8) ................................ 

Notebook .............................................................. 

Order of documents (8.6) .............................................. 

Payment of ES.00 (5.10) ............................................. 

Payment of etate benefits -method .................................... 

Placing pattern/calls (4.1) ........................................... 

Pocket mney (D12) ................................................... 

Point of eale (D5) .................................................... 

Posting Diaries ....................................................... 

Procedure vith ●ach co-operating household (5.2) ...................... 

Publicity folders (1.3) ............................................... 

Purpose leaflet (5.9) ............................................... 

Rateable unit eelection procedure ..................................... 

Rates/rate rebate etc ................................................. 

Record of calla and outcome ‘L’ (8.5) ................................. 

Recording of all ●xpenditure (6.5) .................................... 

Record keeping and restarting records ................................. 

Refuaale and other non-reaponaea (5.10) ............................... 

Refuaal of name (8.3) ................................................. 

&nt/rent rebatee/rant holidaya ●tc ................................... 

Retrospective questions ............................................... 

Return of work (8.1) .................................................. 

Refmnda-buainees ●tc .................................................. 

Revisiting a houeehold after final call for further information (5. 12). 

Rental Purchaae ....................................................... 

Safe homes accounta (ace bank budget account) ......................... 

Sample ................................................................ 

Scotland - multi household ............................................ 

Second Dwellinga ...................................................... 

Shopkaepera and farmera (D13) ......................................... 

Specimen houeing benefit notification form ............................ 

Spender definition (A5-A6) ............................................ 

Starting date of record~ .............................................. 

Study time (8.7) ...................................................... 

Students, incluainn in hnuaehold (A3) ................................. 

Vehicle: current ownarahip and usage .................................. 

33,34 

4 

50 

8,91 

93 

33 

15 

39 

25,42 

28-31,3S 

Sampling,l OS 

18 

98 

96 

10 

103 

4,93 

84 

80 

90 

7 

3 

10 

Sampling,15S 

27,2S 

93 

1.4 

20,86 

10,99 

92 

24-26 

42-44 

91 

83,S7 

10 

24 

IA 

Sampling, 1S 

Sampling,lOS 

42 

85 

102 

16,17 

20,92 

96 

15,16 

Weekly quota of four (five) (4.3) ..................................... 

5 

Whom to include ●nd -elude (3.1) ..................................... 

.4 

Wording of questions 

(6.3) ..................................... 11 

Working away from home on aubaietance (8.9) ........................... 97 

NB: A line to the left of 

1988 

page indicatea a change to inatructiona for 

lB 

35 

2?W,

CZI~S AND PUDOSES 1.1 

Of all the mny surWYS the Social Sur Wy has conducted, the Family Expenditure 

survey is probably the most widely quoted in tha House of ~ns and the most 

widely used by go%wnment department as a basis for ●conomic policy decisions. It 

is a continuous ●ur vey which the Sociel Eur -y hae conducted since January 1957 for 

the Depa-ent of Employment. 

Although the FSS has wmy uses, its primary function ie to protide data which foxmn 

tha basis for the annual ra viairm of tho ●xpenditure ‘weight-’ of the Index of 

Retail Prices. This index, which measuraa the changa in the prices of the mods 

and mar vices bau~t & Imuaehold., la pbli.hed monthly in tha Dapar~nt of 

Smplcyment 9Gazette’ and is quoted widely in the press and on tel. tieion. 

Useful Points to tit omr to tlm public 1.2 

a. 

b. 

c. 

d. 

e. 

This ●urwy in carried out in connection with the annual ravision of the 

axpenditura Waights for the Index of Retai 1 prices. It provides a liet of 

goods and services used by moat houeeholda and tha proportions (‘weights’ ) 

each represmts in the ‘average family’ budget. To co~ile the SPI, a 

repreaentati~ selection of items in priced ●ach month by the Department of 

Employmnt and the ‘a-rage family’ budgat is recalculated to aee how much 

more it ie costing to Imy the name quantity of goo& and mervicen. 

The RPI is an ●aaential componant of tha Tax and Price Index (the TPI ) which 

combinas into a single index tha changea in both direct tax and retai 1 prices. 

‘l’haquantity of goods and serwlcea which people can kuy depends on two 

factor a, na~ly (i) their residual income aftar paying income tax and nationa 1 

inmurance contributions and (ii) retail pricas. Th TPI ●ncompaasea FxSch 

these factora whaream the RPI reflects only prica changca. 

Of patiicular interest to the ●lderly is the fact that the ■urm protidee 

data on panaioner household expenditure, ie, tha two Retail Price Indicam for 

one-parson and two-paraon pansioner households of lim.lted mcane. Theee 

indicee shuw hca#p ensioner households arc affected ky price changes and help 

form the baaie for policy dacisiona to impro= paneioner benefite. Pensioner 

banaf ita are uprate.d each year in relation to the RPI. 

Oepartmenta other than ttm Ocpartment of En@~ent una the FES ●n the only 

continuous source of informatian on household expenditure and income. 

‘fh mu vey shcws to what axtent dif f erant typea of houaeholda contribute to 

the State in Inccme Tax, Valua Added Tax and other taxee. It also 

demonstrates the ways in which thaaa houaeholda benefit from such thin@ as 

education, penaiona, and social services (H M Treaaury and Central statistical 

Offica) . 

Tlm following ara sorn racent ●xamples of u8es of the FES by gomrnment 

department. 

i. To examine expenditure on bus farm, train faram -d pri =te Cara bY 

households with d.if ferent incotm (Oepartmcnt of Tranaport ). 

ii. To examine consumption and ●xpenditure on gas ●nd electricity by 

huueeholda ●t dif ferant inccme lernla (Department of Ihi-rgy). 

2

iii. 

iv. 

v. 

vi. 

To provide data on consumers’ expenditure and income for different 

regions, eg Wales, the South East (Central Statistical Office) . 

To study resources and needs of two and one-parent faIUilleS and the 

costing of child and family banefits (Department of Health and Social 

Security). 

To study the take-up of means-tested social security banefits 

(Department of Health and Social Security). 

To study the take-up of rent and rates rebates (Department of the 

Environment ). 

A handout of quotes from Hansard which illustrate the uses of the FES other 

than the RFI will ba provided on request to the field officer. These c= 

shown to informant if ynu feel that they will ba of use or interest to them. 

f. Some further examples of the uses of the WI are:- 

iii. 

ii. 

f.. 

iv. 

v. 

Certain pansion schemes are linked to the RPI. 

Certain investments like SAYE and some National SaVingS certificates 

are linked to the WI. 

The Office of Fair Trading carries out studies in instalmsnt credit 

using the FES as its source. 

The FES provides analyses of household income and expenditure to Royal 

Commissions. 

Consultants and other bodies engaged in market research use the FES to 

examine patterns of expenditure on particular types of goods and 

services; (they can then advise clients on the likely size of markets 

for particular goods ). 

Publicity folder 1.3 

Various documants are available for interviewer *s reference rindin most cases these 

can be shown to informants who are interested or need to bs persuaded of the value 

of the survey. A current list ia sent as a part of the *list of contents’ in your 

msterials parcel. Further copies of any documents can ha re-ordered from your 

field officer. 

3 

242

SECTION INDEX 

PAGES 4-10 

PROCEDURES ETC 

Whom to include and whom to ●xclude (3.1) ................................. 4 

Excluded addresses and Households (3.2) ................................. 4 

Placing pattern over the fieldwork period (4.1) ........................... 4 

Extension of Placing Interviews beyond the ~nth (4.2) .................... 5 

Weekly quota of four (five) - what is included (4.3) ...................... 5 

Mvance letter to informant (5.1) ........................................ 7 

Procedure with each co-operating houeehold (5.2) .......................... 7 

First call (5.3) .......................................................... 7 

The interview call (5.4) .................................................. 8 

Before the first checking call (5.6) ............................ 

Checking calls (5.7) ............................................ 

Fins] call (5.8) ................................................ 

The purpoee leaflet (5.9) ....................................... 

Payments to co-operating household ❑embers (16+) (5.10) ......... 

Method of peyment (5.11) ........................................ 

Re-visiting e household for further details after the finel call 

4 243 

. . . . . . . . . 8 

......... 9 

......... 9 

......... 10 

......... 10 

......... 10 

5.12) ... 10

WNON ~ IN~ODE AND W9CNI~ EXCLO’DE 3.1 

Smtion 3.2 and Sections A1-A1O (pagee 15-19) ●re concerned with definitions 

related to household, indi WI.d.xIlsand changes within hmuseholda etc. 

Bxcluded Addr=ssoa and 130uaeholda 3.2 

a. FM is concarned with 

opposed to Imsiness 

ammercial prem.isan of 

Public Houses 

Eotels of all types 

Guest Houses/C&maercial Boarding Housas. 

collecting information about domestic expenditure as 

expenditure. Your address list my contain some 

the types listed below: 

Private HousehoIda containing 4 or more boarders at your first call. 

Institutions @g hotels, achoola, prisons, hospitals, 

religious “Establiahmenta”. 

However you must vlait addreaaea of the type list9d abota to check whether or 

not there La any completely separate acconunodation where the h?uaehold ia 

responsible for — all its an domaatic expenaea; 

Dmmaatic Hcuaahold and included in tha SUZ vey. 

then it will h claaaed as a 

Of course this must be within 

the addreas as gi~n cm the addrenn list. 

b. Also Exclude houaeholdx containing 

i. Members of the DlplOm.ItiC ServLcea of any country (eXCePt UK). 

ii. Membcra of the USA Forces (other United Statas citizens can be 

included). 

iii. Roman Catholic Priests if they are living in accommodation provided by 

the pariah church. 

In cases of doubt aa to whether or not a household should ba included or 

●xcludad, talephone your field officar/assiatant BIIFORS CCMHSNCING THE 

IwTF,~IsW . 

PLACIHG PA~ WXR 7NS ?IzUWOXS PSIUOD 4.1 

Fieldwork must ba carriad out at a staady rate throughout the month. For thim 

purpose .a~alender mnth ia .3vid.d into four placing weeka of 7 or S daya aa 

fOllmwa:- 

Placing Week All months ●xcept February February 

1 Day9 1●t to 7th Lncluai U l-t to 7th 

2 “ Sth to 15th Sth to 14th , 

3 

. lbth to 23rd 15th to Zlst 

4 . 24th to ●nd of month 22nd to end 

WP1OO1-1025S 4 244 

w ,,,

Fieldwork in each area continues for another two weeks after the end of the placing 

month assigned to the area, while the intermediate and final calls are completed. 

a. 

b. 

c. 

d. 

e. 

Five addreases should be dealt with in the first ~ second week of the 

fieldwork period. Four ad&eases should bs dealt with in each of the 

remaining weeks. (See para 4.4 for adjustments to placing pattern). 

It may happen that in the first placing week there is no reply at an address 

after several attempts, or it may not bs possible to gst an appointment for an 

interview in that week with a particular household. In such a caae, proceed 

to the sixth addreas and if necessary to subsequent addreaaes, until fifth 

have been dealt with in the first placing week. 

The second placing week begins by calling first on those who were visited in 

the firat placing week but who have not yet been interviewed or otherwise 

completed. Then further addresses are called on, until a further four 

households have bsen dealt with. Similarly the third placing week bsgins by 

visiting all those left undecided at the end of the second placing week and, 

after these have hsen tried again, further addresses are called on. The 

fourth and last placing week begins by visiting all those undecided in the 

previous week, and, after these have been tried again, any ad&eaaes remaining 

must be called on. 

Where an addresa contains concealed multi-households, the selected households 

should all be dealt with in the same placing week, even if this results in 5 

or 6 households being included in the weekly quota instead of the usual 4. 

Where a called-on address is not contacted or dealt with in a particular 

placing week, the address is revisited week after week and only written off as 

a non-contact at the end of the final placing week. The address should be 

revisited each week so that the delay bstween the original contact and the 

actual starting date is kept as short as possible. Nei ghbours should be 

approached at an early stage to establish the best time to call to contact the 

informants, assuming the accommodation is still occupied. 

Extension of Placing Interviews beyond the month 4.2 

All serial ntiers must he called on before the end of the field period. If any 

serial number cannot be contacted or interviewed firing the field &tes but is 

likelY to be available within the first week after the end of the field period, it 

maybe possible for an interviewer to carry on up to a maximum of 7 days: permission 

must be obtained from your regional manager and ia only meant to be used in 

exceptional caaes as it can alter the overall placing and expenditure pattern. It 

must p@ be used to cover lack of availability (other work, etc ) during the proper 

placing mnth. 

Weekly quota of four (five) - what is included 4.3 

Include: 

a. 

b. 

The 

households who have bsen interviewed and definitely promise to begin 

keeping records in the week, 

households who &finitely 

following are also counted 

refuse 

as part of the weekly quota of four:- 

5 245

c. an addresn at which there is no household (●pty/demolished) 

d. an establishment which cannot be included because it is not a &mastic 

household, eg a hotel or hnarding house ,, 

●✎ ● hounehold = ving out of raamonabla tra wiling distanca 

f. ● household away and not returning until aftar the ●nd of the placing 

month. ‘l’haposition should be wrified and the address-m included in the 

last placing week. (See para 8.2, page 91 re weakly progress returns). 

~. mlti-household address-s where Sampling ha w @ wn a Sp-cific ruling that 

thero is no houmehold thay wimh you to inter vlex. 

h. ●n addreas which H.Q. told you not to call on bcaume informant refused 

follwing the H.Q. letter. 

In mnking a prograse return to ?ield Branch, such cases are included in thm week in 

which the cutcome reported occurs. 

The weekly quota of 4 (5 ) does nut include a household which was originally treated 

as co-operating in en earlier week hut subsequently refused. 

naximum number of visits to area (i.e. days in area) 4.4. 

You ar- allaed a UtsxiMUM of 18 visits, to the FES area to complete a full quota of 

FES (17 eddreeses) o=r 6/7 weeks, including the e%teneion waek if used. 

For a part quota ynur ragiond office will inform YOU how meny days you will be 

allowed on e pro-rata basis: the Ecme WI11 apply where you are asked to do 

collecting calls for another interviewer. 

The 18 days represent the MAXIMUM number of time you will bc ●llowed to visit the 

area to & placing, checking and collecting calls, visit retee and rent officen and 

do any lete collecting cane that udght bx neceesary for placing interviews done 

during the exteneion week. 

Careful forward plenning will hc very necenaary am there im no fecility for 

allowing any e*ra dcym. 

l’h usual F7JS pet tarn ie for week e 3 ●nd 4 to ●ometimce requira more days than 

other weeke bccauee the peak is reached with: 

i. collating cane frm! winks 1 or 2, 

ii. checking cane from weokm 2 or 3 and, 

iii. placing intarvirms for waeka 3 or 4. 

Where poosibla try to keap these vieits to a minimum number of days to leaw leaway 

for any probleme requiring extra visi~ at tha end of the field period. 

Be flexible when arranging checking ~;d collating cd 1s, if poaeiblm suggesting 

●ltmrnati -s, ●nd telephoning informnt to confirm h ●drnnca, ●o that time is not 

waeted amd calls can be grouped more suitably. 

6 

. 

245

I 

Adjustment to placing Pattern 

To stay within the 18 visit alluwance you may, without pXiOX permission, deal with 

— one extra serial number in any/each of the first three placing weeks if you can do 

ao within the allotted daya for that week. This will he where you either have a 

long period of waiting tire bsfore your final appointment for the day, or the fina 1 

aPPOin~ent 

home. 

is earlY en~gh for YOU to fit in another placing call bsfore going 

Towards the end of the month the uae of stamped, self addressed envelopes 

occasionally may hs necessary for households who are difficult to contact for the 

final call or keep breaking appointments hcwe -r postal returns should only be used 

aa a last resort. When used make sure that aa well as the record books they send 

any missing information for A or B schedules; and their initials, surnamss and full 

postal ad&ess for the E form. 

If from the start there are doubts about their availability for the final call it 

is advisable to arrange this in advance, if necessary getting their telephone 

number, and details for the E form at an earlier call. You can then deal with any 

queries or problems by telephone. 

Advance letters to informants 5.1 

An ad-rice letter is sent to each address advising residents that an interviewer 

will be calling. You will find spare copies in your materials. These can be 

handed to informants who have not received them or loet than. 

Scotland only: letters are not sent in ad=nce to multi-household addresses which 

need to be further sampled at the rates office. You will need to post these 

locally to the selected apartments after carrying out multi-household procedure. 

See page 101 for copy of letter. 

PROCEOURE WITE EMS C&OPERATING EOUSEEOLO 5.2 

At each selected addreas, calls are first made to find out who is li ting at the 

address, and secondly to secure co-operation. The latter are the placing calls at 

which one conducts the inter visw and leaves records for self completion. At each 

household where records are placed, calls are made subsequently to ensure that the 

records are being kept satisfactorily, and to collect the completed records after 

the end of 14 day a. 

First call 5.3 

The purpose of the initial call is to establish, with any responsible adult:- 

a. how many hnuaeholds lirn at the selected address (FES household 

definition) (section A3, psge 15). 

b. how many eligible people there are aged 16 and over within each 

household. (FES 1spender’ defined section AS, page 16). 

Try to arranga an appointment to see ~ spenders together. It is advisable to see 

them all togather because if one member feels unable to co-operate then th’ewhole 

household must ba counted as a refusal. 

7 

24’7

Should it not be possible to nee all spenders together, it is preferable to see HOH 

and wife together first. Other spenders not available at that time should be seen 

at one or more later cane. 

When making firat contact with one member of the houeehold, be brief in what you 

say, aa ●xplaining the sur w!y to only one spender can prejudice your chances of 

seeing the othar( ●) if that ●pendcr pasmea on a garbled weraion of ‘&a purpose. 

Tim inter view call 5.4 

● ✎ 

b. 

c. 

d. 

Nlmn you have all (or th. main) spenders present giw! the uses and purpoaea of 

the sur rny snd othr standard points of introduction. Befora baginning the 

interview ●xPlain what information 16 required., i.. that the houmahold will be 

askmd to provide dataila of regular expenditure such ●s rent/mortgage, ratea, 

insurance, etc. and that aach individual will ba asked to giva details of 

hi8/her inco~ and to keep a diary record of all money spent during a 2 week 

period, and alao that in return for this each will rocei w a token paymant of 

L5.00 

Should only some spenders ba preeent, it must be spelt out that co-operation 

la required of all spendara before any information can be used, or payment 

made. 

The detailed questions on household and inconu schedule should k dealt with 

first. Neither schedule may be left with an informant. 

Do nOt lea~ record bnoks (D schedules) until all upenders ham been 

interviewed. 

Starting record keeping 5.5 

Record keeping should nor~lly hgln on the day of the inter wlew or the follcwing 

day . 

Delay in mtarting recor& should be avoided except in special cirmxrmtances. 

oelays owr public holidaye should be awided if this can be done without losing 

cu-operation; ●uch dalaya ray biam rasults because expenditure owsr holiday periods 

will be lost. 

All members should start,on the sama ddy. A mmbar should only be allcwed to start 

on a diff ●rent dAy when cooperation would otherwise be lost. THESX SHOULD ONLY BE 

ONE DAY ‘S DIFFERJZNCB BETW7iBN STARTING DATES. 

llIa r-cord kaeping period must fom a continucua pariod of 14 daya. If this la not 

poasibla or in dnubt phone field officer aa-socm as pmsibla. 

Before the first checking call: 5.6 

,, 

a. Look thrmgh the intarview documents for co~letaneas and consiatancy. 

b. Complete the checking schdule (as described on page SS ). 

while doing a) and b) abow, note any it&a which need further probing, so that 

thase can be asked about at the first checking call. 

248 

8

Checking calls 5.7 

First checking call - made on or before the fifth day. To allow for public 

holidays and other conurd.tmentsthis might occasionally need to be as early as the 

second or as late as the seventh day. At this call the following actions should be 

carried out 

e. Check hcm record keeping is progressing. Look carefully at all entries, 

probing and annotating any ambiguities that appear on records. Queries 

regarding items in records belonging to a spender not present at this 

call should be noted and details obtained when you next see him/her. 

b. Diary entries including regular commitments should be checked against 

checking schedule as appropriate. 

Further cheeking calls - These are left to the inter viewers discretion. Such calls 

normslly occur where the respondent requires help and the calla bscome essential 

(ace Calls and Cutcome record - page 93). 

Final call 5.s 

This should be msde as early as possible after the end of the 14 day period. If it 

cannot be msde at once the field officer must be told. THIS FINAL CALL MUST NOT BE 

DSLAYED by more than a few days. 

All record books are to he checked thoroughly when collected, and queries resoled 

if possible. Rsmember particularly the checks against the checking schedule. 

During the final call, after checking that all documents are complete, it is 

essential to explain further about the payment of S5. 00. This will be paid by 

separate postal orders made out to each individual spender. 

In order fOr pa~ntS to be made to the right peOple, it is ABSOLUTELY ESSENTIAL to 

obtain. 

a. initials and surname of each household member who has kept records. 

b. the household’s current postal address (with postal code ) 

The PES Sample is drawn from the post code address file (PAF). surnames are not 

given on PAP and therefore you are aaked to obtain details of surname(s) - see (b). 

You nust — ask your informsnt for this information and enter it correctly on the 

appropriate E f0~ (see Pa9e 91 ).. Ad&esses giv=n on the post code address file are 

often incomplete. This can result in pestal orders never arriting and bsd public 

relations. You are also asked to obtain correct postal addresa. If informant is 

moving within 8 weeks alao note new addresa on the bcttom of yellow and pink pages 

of ‘1%’ form. 

When planning your work on FES ynu should bear in mind that at least half the cost 

is incurred by way of traveling time and expenses. It is therefore essential to 

minimise the number of timss you visit an area by doing all you can to arrange 

appointments on the same day where this ia practicable. You should mske ewry 

atte~t to arrange several collection calls together, especially those for the last 

week. A few dsya delay in collection will often not matter much, provided you 

explain the situation and make it clear when you will ba returning. Obviously we 

must still rely on your judgement to decide when extra calls are needed. Howe wsr, 

if you are worried by the conflict between quality and economy you should discuss 

the problem with the field Officer. 

9

I 

T1-mpurpose L9aflet 5.9 

At some stage during your contact with the household a purpose leaflet should hc 

left. Generally the best time to hand the leaflet owr is ●ftm all the eligible 

members of tlm household ham bean interviewed. If an informent rafuses to make an 

●PPOint~nt fOr YQU to ●ae all the ●ligible pereone witlmit a full ●xplanation of 

what is inmlwd in tha surrny, you mmy need to meke earliar use of the laaflot in 

your contact with the hcuaehold. After giving your introduction, it is best to 

leave a leaflet rether than risk a gerbled mreion being pameed on to others in the 

household. Ycu mey aeo laa= cn ‘Ask the Pe0ple9 laaflet, supplies of which are 

a rnilable on your general non-survey stationery ordere. 

Pwmcnte tm co-opcrati.mg has-hold mmbcre (16+) 5.10 

ES .00 will be paid to each eligible household member aged 16 or o-r provided thet 

he and all other houeehold membere (16+) co-operate by: 

a. providing information for the houeehold and income schedules. 

b. Keeping records for 14 daye, 

Failure of one household -mber to co-operate, for exemple by refusinq to answer 

any queetion (axcept amBet questione which must ha discused with the Field Officer 

befo.e the first checking call) or refusing to keep a diary or discontinuing record 

keeping, meana that the information fran the remt of the howehold cannot be ueed 

and constitutes e refusal for the wholo household. This mst h returned as a 

refusal ewm if the diaries are complete, and informants must be told that the 

payment of &5.00 will not be mede to any member of the household. nw9w.r if 

infer-nt does not know~a answern to Questions this in acceptable end does not 

constitute a refunel also refueals to aesats questione are allwebla. 

Ihthod of Payment 5.11 

Eech parent ie mede by postal ordmr #ant diract from Accounts Branch of OPCS. The 

interviewer should adviso each pareon that it IMY h 3 to 5 weaka before the postal 

order arriwsa. Separate postal ordere are sant where sc wral mcmbcre of the scme 

household qualify, d-tails of -a and addresses for theme being teken from the E 

form. AU postal ordere will be ●erit in one ●nvelope unless the inter tiewar tells 

us this ie inadvisable. 

RC- visiting a hmusebold for further dcte.ilc ●fter tlm fimel cell 5.12 

Corpleted schedule- end racorde recei wed by ?ield Branch are paesed to the Primery 

Amlyeis Branch who carry mut a numhr of checking operations. If there is any 

difficulty in coding an item the PBS Reeaarch Unit ●ra consulted. !l%ey mcka a 

decision am to whether further information ie naedad. ‘lhis is usuelly done by 

diract correspondence titwcan the PSS Reseerch Unit and the informent, but 

sraetties the schedules and query are returned to en interviewer tia Field Branch 

for re-call. You ●hould ●lways mention to informants on the last call the 

possibility of such further contact. Any recalle you ere cekad to ccxcplete ●hould 

take priority o =r other wmrk. Pleaee contact tha field officer if this leeds to a 

conflict of interemte. In uuny camee it may be possible for tha recall to be 

coqleted by you ty telephone. 

WP1OO1-1025S 

10 

250

SECTION INDEX 

PAGES 11-14 

GENERAL POINTS ON sCHEDULE 

General points on schedules (6.1) .......................................... 11 

Layout and nignposting (6.2) ............................................... 11 

Wording of questions (6.3) ................................................. 11 

Completing the schedule (6.4) .............................................. 12 

Business ●xpenditure (6.5) ................................................. 14 

251 =.

GENERAL POINTS ~ SCHEDULSS 6.1 

Most of the questions in thm PES achsdules are smlf-e%plan.story or haw point= of 

definition printed kxside them on tha schedule. Additional details concerning 

certain pints abdit question- ara containad in these instructions in the ●actiOne 

on individual questions. Ssckgroumd information on benefits, itmm of expenditure, 

etc are contained in the glonaary at the end of these instructions. 

CASE IDENTIFIER 

The C.I number is entered on schedules abova the reference nUInber by PAB. During 

processing documanta axe referred to only by this number. 

The C.I number is a processing number ie first schedule processed is 1, second 2 

etc. Other d.igita●re added to gim year and batch nurhr etc. 

Laynut and signpsting 6.2 

The follming is a list of general design points cmtlining the logic of the design 

of the schedule e. 

a. Type face is restricted to two types for simplicity: 

i. Plain type for questions and anawer codes, 

ii. Bold type for quention numbers, instructions, notes, aignposting and 

important points within questions. 

b. As far as possible, nignposts are located to the right of the punching 

columns. 

iii. 

ii. 

i. 

iv. 

v. 

vi. 

Whenewr there is no .eignpost next to a code, go on to the next 

question. 

ti ‘Aek’ direction occurs at a filter and signposts you to the next 

question, usual ly a dependent of the one juet asked. It can also 

occur at the foot of a page as a guide to the next question to ask. 

A ‘Go to’ instruction directs you paat one or mre qUeStiOnO (ie the 

quamtion after the next quastion or any que.ation further on in the 

schedule ). 

A ‘Sac’ instruction directs you to a qumstion that may or may not apply 

to that #pender. sold type abo w the question to which you are 

nignposted indicatea the people or grcupa of per$ple it appliea to. 

DNA .... N CO&a fOllOW ‘See’ instructions, the ‘Ng should be ringed 

when the question do-n not apply to the informant. A aignpoat after 

the ‘N‘ indicatea the nmxt question that could apply. Go straight to 

the applicable 

DNA COd@E. 

question; it ia — not neceaaary to ring ●ny inter wning 

Nhan sig’npatad paat a question do not ring any codas ●t that question. 

Wording of queatiraa ,6.3 

~ere are two types of questions on the ●chadules. They are: 

11 252

a. 

Q56 

b. 

Questions where precise wording is used. (These are the majority 

on the Household and Income schedules). 

Exsmple 

‘How much was your last payment under this scheme 2 

This type of question should be asked exactly as worded 

information required is specific and related to a time period ie. 

PAYMENT . 

Questions where precise wording is not used, eg. the SOX under Q. 

Household Scheduie. 

+ 

Example 

Per Ring Type of 

No Line policy 

No 

01 1 Animsl o sickness 

..... ... ----.---.- 

J1 a 

Sickness 

---- ... .-------- 

In9urance OFF 

company USE 

4Animsl 

welfare 

Union 

---.----- . 

Friendly 

Society 

---------- - 

I 

Enter 

period 

code 

8 

------ 

9 

------ 

of questions 

because the 

LAST 

45 on 

I 30100 

----------- ------- 

4 c/mths 80 00 

.--------- * 

-------- . 

This question is in the form or a grid and it is left to the interviewer to 

ask the necessaxy questions to obtain detai 1s. 

Completing the schedules 6.4 

The schedules should be completed in the following way. 

1. 

2. 

3. 

4. 

5. 

Use a pencil to record answers. Do not owsrwrite or 

rub out previous answers. 

Leading zeros are required for dates, area number, serial numbsr and person 

number. They are also required when recording number of weeks, years, 

percentages less than 100 etc. This is now standard SSD procedure as presented 

in Interviewers Han~ook. 

Reference number, ds.te of interview and starting date of records should be 

entered in boxes pro tided. 

Amounts of money, spacific detai 1s eg aqe, relationship to HOH, should be 

antered on dotted lina inside or outside coding boxes aa indicated. 

CODE PERIODS DIPJ3CTLY INTO CODING BOXES. 

A tabla of codes to be used is included on the back of each schedule as well 

as on the back of prompt card book. A leading zero is not required. 

— 

12 253

6. 

7. 

8. 

9. 

10. 

11. 

12. 

13. 

14. 

15. 

PER200 CODE TO BE USEO :- 

wad 1 Four weaks 

TWO weeks - 2 Cal Month 

Three weeks - 3 Three manths 

4 Six mnths - 7 

- 5 Year -8 

- 6 other period - 9 

If the period is not cowsred by the codas in ‘Period Code Box’ then entar code 

a9‘ and spacify period in box prodded. 

Apart from recording data (money or specification of an item) and pariods you 

should record mowers by ringing codes. 

Se W!ral questions ha- an ‘Line Numberv or ‘column NuMhr’ code at the top of 

● column or near the beginning of a line. This chould ba ringed for ●ach line 

or column used. (sac 6.3 above). 

Some quemtions (eg Q16, income achedul. d)need a code ringed abo= a kmx and 

then an amount of money entered i~diately balcw in a FxYx. 

SKAMPLE 

E @ 

200 00 

Provi6ion is uude at sewral questions for a ‘DK’ code. In these caseg a ‘1‘ 

should ba ringed. If a DK answer is giwn at a question without this 

provision then write ‘DK’ beside coding column. 

Wlmre an estimate in @-n write ‘E’ beside answer hat atside coding column 

and refer to pereon column if thim appliee, eg on income schedule or item 

number or household schedule. 

Initials nhould not b-s used at all on schedules eg NFU should be written as 

Wation.al Farwrs Union. 

Pror@ cards are to be used on the Household schedule at Qs 85, 87, 91-94, 

120-121, and on the Income schedule at Qs 20, 25, 50-53, 56-58, 60-67, 70 and 

82. 

If a particular caee does not s-cm to ba dealt with on the i!chedule or in the 

foll~ing notes on individual questione, racord full details in clear 

handwriting at the appropriate place on the schedules. It is useful to check 

o wr these notes when you check tha nchadules at home to ensure that the note 

im clear. Remember to put question number and pmrnon number with the notes. 

Amounts of money should hava a period or dates recorded beside them. 

Whera an informant agrmmn to get documentation to confirm amounts at a 

checking call list the docmnts to ba obtained on the NCR pad supplied. One 

ccpy of list should be pimn to informant and one copy retained by you. 

Although the inforuunt promises to produce the data later ycu should alwaya 

obtain an estimate at the intarvi-. 

Sntar dates as two digit codes ag June 1988 should be entared as 

Honth 

o 6 

Ymar 19 8 7 

B 

13 

.. ,

16. 

17. 

There are a number Of Columnar questions that now have a filter question above 

them eg Q 71 Household Schedule. The use of filter questions should reduce 

the number of questions you have to ask. 

If the answer to the filter question ia ‘No’ you should pass onto the next 

question as siqnposted. 

If the answer is ‘Yes’ then you should ask the dependent questions for ALL of 

the relemnt items (eg =hicles) in the household using a seperate colw—for 

each item, eg if there are three vehicles in the household then three columns 

should bs used. 

Before each arouD of benefit and savinas auestions on the Income Schedule 

there is a fiiter-question, eg Q 51. If -the -anawer 

to the filter question is 

‘No’ you should pass onto the next question as signposted. 

If the answer to the question is Yes then all benefits listed at that question 

— 

must have a Yes or @ code ringed, not just the benefit they are receiving, 

i.e. if one a~lies then all the othe~ mast be asked and coded. 

Business expenditure. 6.5 

It is true that the FES is a survey of private household expenditure. Howe ver, 

informants should give all their own expenditure (business and private) in the 

Household schedule AND in their diary. At the editing stage coders will edit out 

the business component p rotided you indicate it is business expenditure. 

This rule applies where informants are drawing on their own cash and bank accounts. 

The most difficult cases arise with the srrallself-employed businessman who has one 

bank account to pay both personal and business expenditure. 

NB Edited out business expenditure is used by CSO for =rious calculations and is 

— not wasted. 

,.‘ 

14 

2

SECTION INDEX 

PAGES 15-49 

HOUSEHOLD SCHEDULE 

Household schedul ● - Introcution (A) .......................................... 

Households - ●pecie.1 cases for inclusion (Al) ................................. 

Cafes (etc) where proprietor ‘a family livee over the cafe (AZ) . . . . . . . . . . . . . . . . 

Household definition (A3) ..................................................... 

Heed of Household definition (A4) ............................................. 

Spender definition (A5) ....................................................... 

Applying the definition of spender in varying circumstances (A6) .............. 

Absence of spendere (A7) ...................................................... 

Information required about ‘non-spenders ‘ (A8) ................................ 

Chmgea in household composition during record keeping fortnight (A9) ......... 

Collecting ●xpenditure informat ion from houaehl ds recent 1y moved or 

formed (A1O) .................................................................. 

Household 

,, 

,, 

,, 

,, 

schedule 

,! 

“ 

., 

,. 

-Date of interview ........................................ 

- Starting date of records ................................. 

-Restarting record8 ....................................... 

- Reference number box ..................................... 

Q1-128 details ............................................. 

15 

15 

15 

15 

16 

16 

17 

17 

1s 

1s 

19 

20 

20 

20 

20 

20-49

EOUSESO~ SCHEDULE- INTRODUCTION A 

This schedule should ha kept by the inter VIewer and not left with the household. 

NB Some questions are asked of H.O.H or wife; other questions are asked of ell 

spenders and ona (Q16) ●sked of HOH only. 

For definitions of H.O.H. and spender see Sections A4-A8 b-ala. 

where informants ha .a recent ly ma-d or the household is newly formed bi11s 

for current accctemdntion my not k available (See Al O belcw) . 

Eousekoldm - Special cases for inclusion Al 

a. Households which will ha moving #hould be included in tha survey provided 

●ither: 

i. the households will be li wing at thm selected address for at least three 

weeks from the first contact, 

ii. traveling to the new addronn, does not insmlw a separate journey of 

more than 30 milee for the interviewer. 

b. Nhere a hounehold has a main rmaidence abroad and a temporary remidence in 

Great Britain and the temporary G.B. residence is sampled, then the household 

should ha included in the F.E. S, if it will be at that address for at leant 

one calendar mnth from date of interview. 

Thin includes casea where the selected address is a caravan or houseboat. 

Cafes whore tba proprietor’ ● famlly liwa o-r tha cafe, stswarda of A2 

pri ~te clubs and publicans 

Excluda if all or moat of the household’s meals are provided by the cafa, club or 

pub, etc. AIIyother borderline caaaa should ha referred to the field officer for a 

daciaion. 

Household Definition A3 

A hm.mehold cra@riaem ma person living alone or a grcup of paopla living at the 

s- addreas having meals prepared together and with couaaon housekeeping pro~ded 

that: - 

i. AU persons in ● hmsehold consider the gddress to be thair only or 

main residancc. The household could include ‘absent _rs’ whO 

coneidar the address to ha their main residence. NAIN SZSIDEIJCE ia u 

dafined by the informant(a). 

15 

257

ii. All persons in a household share at least one maal a day when in 

residence. 

iii. The household has exclusi$e use of at least one room. eg. If two 

people share one room and neither has the exclusive use of at least 

one other room, they should be treated as one household, even if they 

do not share one msal a &y. 

All three conditions nmst ba satisfied. (This differs from the standard SSD 

definition) . Quite separately from those who qualify as abova, count as nembars of 

the household:- 

a. Visitors staying temporarily with the household and others who ha vs 

baen in the household for only a short tima pro tided they will be 

staying with the household for at least one month from the date of 

interview. 

b. Children 16 or over normally away at an educational establishment for 

educational purposes spending the holidays at home, who are at home 

during the entire record keeping period. 

c. A child under 16 away at boarding school but who normally spends 

holidays at home, to be counted as a msmber even during term time. 

Note that a) and b) owsrride condition i) above, ie visitors will not consider the 

sampled address to ba their main residence and children over 16 normally away 1M% 

not consider the sampled address their main address. Nevertheless both these cases 

should be included, as the presence of visitors (staying one month) and children 

home from holidays can influence household expenditure. 

Head of Eouaahold Definition A4 

HEAO OF HOUSEHOLD DEFINITION Please refer to page 62 ‘Handbook for 

Interviewers’ for standard definitions of this 

term but remembsr to apply it to the household 

as defined for FES in preceding Section A3. 

— . 

S@snder Definition A5 

The definition of a spendeg dependa on age and not on whether the individual has or 

actually spends mnney. Hence evary member of the household who has passed their 

16tb birthday is a spender, with tie following exceptions: 

a. someone who 

tbe sur VSY 

spanders ) 

is senile or otherwise mentallv. incaDable . of contributing. (NB Blind persons and permanent invalids are eligible 

to 

as 

b. someone who cannot be inter viewed or keep records because of 

the household for at least 7 days from the date of contact. 

16 

absence from 

258

Applying the Definition of Spander in ~rying circumeta#ca,s A6 

Difficulties in applying the spender definition can occur as a result either of 

absence of spenders or of changes in the household composition during the record 

keaping period. 

Such situations are dealt with belw. 

a. Abmence of a spender for lass than 7 daym frcm initial contact. 

If a household mmhr ●ligibla am a spender is absmnt at the initial contact 

tut returning within 7 days and within tlm placing period of the mxr vey, delay 

the ●xplanation and inter view until they return, in nrder to be sure that they 

will co-operate. 

b. Absence for longer than the first 7 days 

If the person is a household member and is absent at the placing interview and 

NUT returning within 7 days, details of the person should be ●ntered in the 

~sehold Imx on page 1 of the hnusehoid ●chedule, and a note explaining why 

the parson is being counted as an absent spender should be included in the box 

at the foot of page 1 of the hnusehold schedule. Also, an income schedule is 

to be completed an fbr as practicable. (See page 50 regarding Income 

Schedule ). 

c. Absence of spcndere at the end of the record keeping period 

(i) IN THE UK (ENGLAND, SCOTLMD , WALES AND NORTHERN IRJ21AND) 

If ●ny or all mpendera knew that they are going away after the start of 

record-keepxng, ie on holiday, or ksiness or for any other reason, attempts 

should be made to persuade the mambcr (s) to keep records whi la away. The 

recor& should be posted back to the interviewer at the end of the period if 

the spender concerned ie not due to return to the household within the aur WY 

period. (Also sea D. 15 page S6). 

If the rmcor& ●ra bsing raturned by Pat, the information about namea and 

addreaaae (ace para. 5 .S) muet be collected at an earlier call ●o that the 

fi. 00 pntal orders can be sant. 

(ii) AsROAD (INCLODING CNANNEL ISLANDS AND EIRJ5) 

If any or all of the spenders know that they are wing abroad after the start 

of record keaping, ie on holiday, nr buaineas or for ●ny othar roamn they 

should be asked to keep the record up to time of l~aving the airlseaport. 

They ahould note tha period of tima they will b ebrnad 

(in * equirnlenta ) taken ●broad and a rough eatimete of 

to spend abroad during their visit. 

17 259 

along with the amount 

hm much they expect

If the records are being returned by post, the information about names and 

addresses (see para 5 .8) must bs collected at an earlier call so that the 

S5. 00 postal order can ha sent. 

d. Where the absent spender is a spouse 

See notes for Q 71 Incoma Schedule - page 

e. Money receivsd from spouse who is not a member of the household 

See notes for Q 71 Income Schedule - page 

Information rsquired about ‘non spsndsrs g A8 

a. 

b. 

If the person is a household member but does not qualify as a spender (eg, 

senile, or away less than a month but not returning within 7 days) details of 

the person should be entered in the household box on page 1 of the household 

schedule, and a note explaining why the person is not a spender ehould be 

entered in the box bslow column 11. An income schedule must ha completed, as 

far as is practicable, (see para (c) page 50). Details of allowances, etc to 

spouse should also ha entered at Q61 Income Schedule. 

If the person is not a household member, information is not required in the 

household box or throughout the household schedule. Any allowance from a 

non-household member to a household member nust bs recorded in the household 

membar’s incoma sched.le at Q 70. (Except where the non-household membsr is a 

spousa of household mamber in which case allowance should be entered at Q71 ). 

ANY OTHER CASiESHOULD BE REFERRED TO FIELD OFFICER WHO NILL ASK THE RESEARCH 

OFFICER FOR A RULING 

Changes in household composition during the record- keeping fortnight A9 

The household composition on the household schedule page 1 should hs the situation 

as it is at the time of the main interview. Changes after that date should be 

noted on page 64 of household schedule. Some special cases are:- 

a. Someone expected to join or leava the household for at leaat a month within 7 

dsya from first contact - main interview and start of record booka should be 

delayed until the change has taken place. 

b. Someone expected to join household for at least a month, but later than 7 days 

from first contact - the new mamber should bs ignored, but a note should ha 

made on page 64 of the household schedule. 

c. Someone exp ected to leavs household permanently, but later than 7 days from 

date of inter wiew - he nust be included in the household and asked to conplete 

record book for 14 days snd, if necessary, to arrange for them to ba posted to 

the interviewer. If this is not done the household may ha regarded as a 

refusal and should ba referred to the office for a decision about the payment 

of the S5.00 

1s

d. 

e. 

f. 

9. 

Spender lea ves unexpectedly - If poesible he should be asked to continue 

record kaeping for fourteen daye. The rest of the household should also 

continue keeping record books. Peyment will be made to all spendere who 

ha w completed their record books for fourteen daya. A note is required on 

page 64 of the houeehold schedule steting the circumatancee. 

Someone unexpected joine houeehold during the record keeping period - the new 

member ehould ba ignored bt a note should be mnde on paga 64 of the household 

schedule. 

Member too ill/taken into hospitel after ●tarting records - provided his 

interview information and record book is Up to the tirm of illnese/hospital 

are conplete and the rest of the household continue until the end of 14 daya, 

paymtmt will be mada to each spender including the one ill/in hoepital. 

Dmath of a spender 

i. If the rest of the houeahold continue to record-keep to the end of 

the 14 daya and the information for all rnmbere, including the one 

who died, ie completm, together with hie rmcord book up to the tima 

of death, payment will be Mda to all ●urvi?ing mmbers, &t a 

●eparate note must h attach-d to houeehold schedule, page 1. 

ii. If the rest of the hcmsehold do not continue with the record 

book, all documents relating to the houeehold nuat h returned with 

a aepar.ate note attached to hcuaehold schedule page 1: no 

under-taking nay be giw!n aa to paymentv thie ia at the discretion 

of the F5S research unit. 

Doubts regarding payment 

My casee where there ie a doubt about whether or not the household wi 11 be 

paid should have a note pinned to the front with a request that the regional 

office paea the documents to the field officer for further action. 

Collecting ●xpenditure information frcm houaeholda raantly AlO 

m-d or formed 

Where the head of household has recently mo=d to their present addream it mey be 

that telephone, gas, electricity bills, etc may not hate been received for the new 

addrews. In these circumstances you ●hould collect information about the last 

account/advice paid at the previoue addreea, rather than obtain an eatimata of what 

the new bill will be. Wher. the houeahold is newly formed, eg. marriage, and no 

bill- for current accommodation are ●-ilabla and the household had no previous 

accommodation, note thi8 fact and okt.ain an estimate of expenditure if posnible. 

19

Date of intertiew FRONT PAGE 

If the household schedule cannot be completed on the same date in respect of all 

spenders, for example if a shift wnrker cannot be seen on the same day and has to 

be interviewed later, do not forget to enter the person number and date of 

subsequent interview(s) to the right the date of inter vlsw box. 

Enter date of interview in boxes eg 3 uay 1988 

should be entered as 

Starting dste of records FRONT PAGE 

Since records dn not atart until all the spendera have been interviewed, the 

starting date should be either the same day as the (laat) interview or the day 

after. This, in turn, should tally with the dates entered in the ‘D” records. 

The starting dates should bs the same for all members of the household. 

Enter starting date of recor& in boxes eg 4 May 1988. 

should be entered as 

040588 1 [1111.1 

Restarting Records FRONT PAGE 

If the household failed to start or keep up records but are still willing they 

should be restarted. Remember to recheck A & B schedules as they might hava paid 

gas/elect/rates or other bills since the original interview, or ham had a pay day, 

investment interest etc. .. Note the date the A 6 B were rechecked ae this becomes 

the new date of interview and diaries should begin immediately after. The new dates 

should be entered to the right of date boxes. 

Reference number box FRONT PAGE 

Enter leading zero in the serial number box for any address numbers O 1-09. 

For addresses containing only one household, there is no household number, but two 

zeros are to be inserted in the huusehold box as in the following example: 

m 

For addresses containing 2 or more households number the first 01, the second 02, 

etc. ie leading zeroa required. 

Person no/relationship to non ITEM 1/2 

In mnst cases, the household is a simple one, comprising a husband and wife, with 

possibly one or mre children. Howe wer, difficulty can arise at the computer stage 

when the household contains Imre adults than one msrried couple. Would you please 

help us to avoid this by always recording each husband with his wife then children 

consecuti vsly in column 2. 

20 

Z6~

I 

Non-rm2ati rn contributory to housohold expenses t:) ITEM 3 

NEW FOR 1988 

Whara tha?m is a non-ralatiw of the HOH contributory on a ragdar basis to rant, 

rates or other household expenses ring code 1 OPPonite the non-relatiw. 

Marital Status ITEM 6 

Code 1 applies whera both hunband and wife are rmmbers of tha hOusehold (see A3 ). 

Code 2 appliea whera husband or wif ● is not a houeahold -*U (see A3) . 

Codee 3 Includes not only single paopla of ●ll ages ht also anyone who in 

widowed, di mrcmd or saparated. (This ruling applies whether the separation is 

legal or not). Chil&en should be coded 3. 

A couple who are co-habiting and consider them el ves as husband and wife should be 

treated as married otherwise use r-lemnt code for each one. 

Current full-time education ITEM 7 

To be asked of all regardless of age. 

M informant 6h0uld ha coded as full-time on the basis of his registration at the 

educational establishment. If registered an full-ttie ❑tudent code as ful l-time. 

If registered as part-time do not coda at this question (See also Q108-11 1). 

Code 1 - TMs includes children attending playgr oups, day nuraeriem, etc where 

there is no attempt at formal education. 

Codes 2 ●nd 3 - A State school is one where the up-keep is either provided entirely 

by the State via the local authority or ●s in the ..s- of schcmls controlled by 

differsnt rmligioum doncm.lnationn where most or ●ll of the u~koap is provided by 

the State. Note there are still a f- canes in Scotland where #mall fees ara paid 

at State achoc.ls. Howew+sr, if these cases arise thay should be coded under State 

schools and not undar Private and Independent schcola. 

Nursery classen and tchoole count as pri=ry schools, but day nurseriee do not. 

— — 

TIM crucial point is whether some education is gi~n (see code 1). 

A samsion in a morning or aftarnoon. Tan ●essiono is threfore a full 5 day week. 

code 5 - State Schoolm - secondary thifi includes all courses up to and including 

‘A’ hvel at state 8econdery cchools. ‘rhismeans that ● child taking ‘A’ lewls at 

secondary school should ba cod-d here. (S-a code 7 for courses up to and including 

‘A” lawels taken at sixth form collages, tertiary collages or further ●ducation 

Collmgea. 

Code 6 - Non-adwnced further education 

This includes all courmea up to and including ‘A’ le=1 whare couraas ●re takan at 

a sixth form collmge, tartiary collage or further education college. Nhere the 

course is taken at tho childa normal secbndary school this should be coded ‘4’ or 

,6,. 

21 .. 

,, L

Spender ITSM 10 

r. 

Ring code 9 for all eligible spenders. If a household nmmber is not ringed in thie 

coluum be sure to note tha raanon for this in the bnx belw the column. (See 

saction AS paga 16 for spender definition) . 

D Rmcord complatad ITSN 11 

Code 1 must be ringed for each spander coded in item 9, when a completed D record 

ie recei wd at the end of the 14 day period.’ If at the final collection there are 

no capleted book for any spender, field officar ●hould h contacted *dietOly 

for a decieion regarding paymnt. A full description of tha circunutancee nhould 

aleo h put en e nota pinned to the frent of tha household schedule, and a r-quest 

that the doctumnts be pessed to the Fiald Officer for further action. 

NuMbOr of otbmr households at eddranm Q 12(e) 

The totel to ha entered here is the total number of all oTHER households living 

at the address, BESIDES (ie not including) the informant’ e household. This is 

irrcmpectiva of the number nelected for interview via the multi-household 

procedures. l?heaadress is an specified on the Address Liet end should be read out 

in full to inf0rmant9. 

N!Mbar Of r- Qs 13 6 14 

Queetion 12 applies where there ie & one household at the address. Enter number 

of rooms in first column of grid. 

Queetion 13 applies if thare i8 more than one hounehold at the addreme. Enter 

number of rooms in columns of grid ~pplicahle. 

ROOma used pertly for business ●hould ba priority coded ie there should h no 

duplication. ‘l%is means that if a liting rocan ia uaad partly for buoiness it 

should be ●ntered 

livlng room. 

only once ●e a room us-d partly for ku#ine#a and — NOT again es a 

Other roome qacify Qs 13 k 14 

RoaM ●ntered under ‘other specify’ should be described fully ●s foll~a; 

i. Name of rmm 

ii. whether thera ie a windcw 

iii. use to which room ia put 

iv. Nhether the rom is used throughout the year 

23 

r

P.00ms in rateable unit not yet accounted for Q.15 

In addition to the rooms already mentioned at Q13 and 14, it is ESSENTIAL that all 

other rooms in the rateable unit are accounted for. The reason for this is that 

Primary ZUIalysis Branch nmst ha certain that the rateable unit description that you 

have obtained at Q 126 is matched in full by the total number of rooms at QI 3 and 

Q14 and at this question. 

When asking this question read out the description of the rateable unit which you 

hare obtained from the rating office for Q126 eg. “house”, “shop and premises”, 

“bungalow”, “flat 1at floor”. 

Proba carefu21y to ensure that informants include bathrooms, garages and rooms used 

entirely for business purposes, as well as living accommodation. 

HOE: Yeara lirnd at addresa Q 16 

Asked of HOH only. If less than a year record the number of months. 

Type of tenure Q 17(a)-17(d) 

These questions apply to all types of accommodation including caravans, mobile 

homes and houseboats. 

Ranted accommodation Q 17 (a) 

council - includes all caaes where the Local Authority is the Lsndlord, or where 

rented unfurnished property is owned by a New Town DI?velopm.snt Corporation, the 

Scottish Special Housing Association or the Northern Ireland Housing Executive. If 

the informant receivss accommodation furnished from a council, please note this in 

left hand margin of schedule. 

Note: somstimes houses built by a Council are now tuner-occupied. 

Housing associations: Includes all housing associations 

‘Council’ above. 

except those under 

Owned accomo d.stion Q 17(b) 

Rantal purchase occurs when accommodation is baing purchased on a hire purchase 

schama. The scheme allows buyer to claim tsx relief on interest AND if unemployed 

they can claim supplementary Benefit/incoma support on interest. Someone who has 

fully paid off their rmrtgage is coded 6 ie owned outright. 

Rent free accomumdation Q 17(c) G’(d) 

Rant frae accommodation is 

wages. Hare ver rent free 

:,trust or organisation. 

usually supplied by an amployer without deduction from 

accommodation can be supplied by a friend, relative, 

~ C

If after probing, accomdation is established as rent free at part (c), part (d) 

should be asked. 

.!.” .. 

If coded No .... 2 at part (d) (iii), tpecify the arrangement in full. Amnng the 

details required are:- the relationship of the organisation or indi vid”al pro vldng 

the accommodation, whether the organization or individual providing the 

accommodation wns it or rents it and, if ranted, is it council or pri rnte, 

furnished or unfurnished. 

Where an informant has 10Ot local authority or DHSS hcnming benaf it (ie rebate ) 

THIS SHO~ NOT BE CODED As RENT-FRES, BUT As RENTED 

Wbila homes (cara~#/prtakabin# gtc ) Q 17(a)-(d) 

Mobile homes can be rent-d, rant fraa or ommd outright. 

Owned outright should include mobi la homes baing purchaned on a credit agreement. 

Details of the credit agreement should be entered at Qn83-85 ‘A’ schedule. 

Mortgages are not available for mobile homes. 

A ground or site rent is normally paid for a mnbile home (see Q30 ). 

10Ot Housing Banef it/Nent Rnbate/Rent Allnwcnce Q 17A 

Note change in procedure for 1988 

From April 1988 there will no longer be eny 100% rates cases as all occupiers of 

property vi11 ha w to pay at least 20% of the rates on the property. H-a =r unti 1 

then 100% housing benefit can be recorded. Therefore Q17A on page 4A runt be asked 

of ranters for the first quarter of 1988. If the answer to 17A is Yes ..... 1 then 

ask (a) and (b) ~ (c). If the anawer is No .... 2 go to Q18. NOTE TNAT PSFENENCE 

NUMBER MUST BE SNTERED ON THIS PAGE. 

commencing in January 198.9the.refore the practice of going to local authority rent 

offices to obtain details of rent for 100% cmseu io discontinued. In#tead ank 

informants to consult any documantn thay may ha w and, failing this, encoura9e them 

to glm their best ●stimate. 

!. 

For the period April-Dacember Q 17A must not ha ●sk-d and will barn been ramo ~d 

from schedule at the sacond print. All renters will ba askad Q18. 

Housing Benefit is a tarm W-ring kth rent and rates rabata m rent all-ante. 

If the eccommndation is ranted frcm a hcuaing ●saociaticm or someone else (code 2, 

3 or 4 ●t Q17(a) ask the info-nt for details at 17A (c) (i) and (ii). Where 

informant does not knew rent paid on their behalf code ‘D.K ..... 1‘. 

25 26’7 , ?.,r 

.U

Last rent paymant Q. 18 

NOTE CHANGES IN 1988 

From Januag-March those receiving 100% Housing Benefit will not be asked this 

question. Commencing in April 1988 all renters will ba asked this question. 

At this question only the amount ACTUALLY paid by informant should bs entered. 

Therefore those with housing banefit should not include the amount covsred by 

housing benefit at this question. 

Rent holidays Q. 20 

Rent holidays occur where tenants ha W? one or more weeks in the year for which no 

rent is due, usually at holiday perioda. TO allw for this, the year’s rent is 

divided into 48, 49 or 50 instalmants instead of 52. 

Rent rebates, allowances or housing bsnefit Q. 21 

Rent rebates are granted to those living in Loca 1 Authority accommodation and rent 

allowances are granted to those living in privately rented accommodation. Another 

name for rebate or allowance is Housing Banefit. 

Rebates are normally deducted from rent ie rent payable is reduced. 

Allowances are normally received in the form of a lump sum refund. 

In order to obtain rent rebate or allowance the tenant must apply 

Local Authority giting details of rent and personal circumstances. 

to the DHSS ~ 

Under the Housing Benefit schame, the banefit could ba receiwd in the form of a 

rebate or allowance from the I.ocalAuthority. TIIisapplies whether application was 

made to the Local Authority ~ to the DHSS. It is possible, howeter, that during an 

interim period sores infor!nants will recei w housing banef it in the form of 

Supplementary Benef it/IncOme support (Income Schedule Q56 (d) ). 

Rebates are not the same as the differential rent schema in which tenants are 

required to declare their income, whether or not they wish to apply for a rebate/ 

allnwance. TIIUS in applying for a rent rebate/allowance, the tenant offers his 

income detai 1s wluntarily. The onus is on him to apply for a rebste/allowance. 

NB. The smount recorded at Q21 (a) should not include rates rebste (see Q25 ). If 

rates cannot ba separated make note that amount includes rates rebate. 

Sertices included in rent Q. 22 

This question only applies to households who actually pay sonb?or all of their rent 

and havs answered Q. 18. 

Services paid for separately by informants who havs 100% housing banefit for rent 

should be shown in diaries only. 

26 

268

Pqmmt of ratem ,,. Q. 24 

This question applies to all except those whom rant includes ratea. (Sea Q 23). 

If an informant says he pays calendar-monthly, chack whether he makes 08, 10, 11, 

or 12 paymentm per year. 

Note that amount of rates to be entered is the AMOUNT ACTUALLY PAID LAST TINE and 

should exclude any rebate. 

Rates rebatam/ilousing benaf it (ASKBD OF ALL EWSSSOLDS ) Q. 25-26 

NB These questions are ask-d of all hcusaholdr. 

— 

The general term Housing Benefit includan rates rebate, howewr, rmpondents mAy 

still think in terms of ratas rebate: so beth terms arc included in quastion. 

The principle inmlvsd in obtaining a rates rebate is the same for all forms of 

tenura. In all cases the rate-payer Eust apply to the DHSS ~ council ratas office 

for the rebate and provide income details. 

For rented property probe to rake certain that it is a rates rebate and not a rent 

rebate that is received from the Council’ “(see instructions for Q. 21 ). If a 

combined rent and rate rebate hae been received which cannot be itemised enter 

total at Q21 and make notes at Q21 AND Q25. 

— 

The clifferent ways of recei ting a rates rebate ere: - 

i. to have the ratee rebate daducted irom rent (where rates are paid with 

rent ). 

ii. to have ratem rebate deducted frun rates (where rates are paid direct). 

iii. to receivs the rebete as a lump ●um cash refund from the Local 

Authority. (LunP sum refunds can be received more than once a year) . 

iv. In a twelve month period a household can recei we rebate by a reduction 

in rates and also a lump aura. 

A ratea rebate should not ba confused with a discount for pronpt payment of raten, 

etc (eg. receiving a discount for paying tha year’s rats- in one lump mum). 

If an informent sayn he pays calendar men~ly, check whether he makes 10, 11 or 12 

payments per year. 

NP1OO1-10258 

27

Mains sewerage/14ains water supply Q. 27 

This question must bs asked individuall~ for all households 

In urban areas accommodation will normally be connected to mains sawerage. In 

rural areas accommodation not connected to rains sewerage will bs more frequant. 

The informants will normally know whether their accommodation is not connected to 

mains sswerage as they wi 11 have to make arrangements for clearance of septic 

tanks, etc. 

The amount of sewerage rates charged depends upon whether or not accommodation is 

connected to mains sswerage. 

A charge for emptying a cesspit or septic tank should bs shown in diary when paid 

NOT in the household schedule. 

— 

The majority of households are connected to the mains water supply but there are a 

significant nher of househol& in country areas which are not connected. 

The purpose of Q27 is to indicate whether sewerage and water rates poundages should 

ba added to data file by the computer. 

Water/sewerage/en tironmantal rate paymente Q. 28 

If an informant says that he pays calendar monthly, check whether he makes 08, 10, 

11 or 12 payments a year. 

If water and/or sewerage rate are paid direct to water authority or local authority 

they should be entered here. If paid with domestic rates they should be included 

at Q.24. If included in rent they should he entered at QI8. 

Charges made tia water meter should be treated as water rate payments. 

Environmental rates are part of sewerage rate if household is connected to a mains 

sewerage. They are paid separately if household is not connected to a mains 

sewerage 

~ Environmental rates as such are not paid in Scotland. 

Additional payments for accommodation Q. 29 

This question applies to g householck, but mainly miner occupiers, and covars a 

wi& range of payments. eg Mooring fees, porterage, cleaning of conunon way. Do 

not duplicate entriee at Q.22 which applies only to renters. 

Source of mO*gage Q. 30 

At Q’s 30-39 obtain information fOI mortgages used to PURCSASE THE SAMPLED 

ACCOMMODATION ONLY . Second mortgages for home iupro vemant, car purchase, etc 

should appear at Q. 85 etc. 

28 

—— 

270

Loans or mrtgages should bc coded according to the type of organisation or 

indi tidual pro tiding the loan or mortgage. For instance if the mortgage is 

financed by a bdlding sociaty cod. 1 should be ringed. If an individual receiwss 

a loan from an insurance coupany based on an insurance gmlicy code 4 should be 

ringed. Where two organisations ●re providing Kmtgage, racord details of the 

Smaller mortgage in the left hand margin of the page 

Pthar source (code 5 at Q. 30) 

Privnte lnans nhould ●ppear here; also loans from employers, unlena the employer in 

a kilding sociaty, local authority, km or insurance company (in which case, 

codes 1, 2, 3 or 4 should be ringed). 

Hire purchase rantal 

lhim is a mthod of buying accom!wdation o~r a n-r of years on hire purchane ie 

a &posit is paid and then nunthly rental payments are made for an agreed period. 

At tha ●nd of this perind a nominal “purchana” payment is made. This type of 

purchase is arranged by special finance companiee. 

Type of arrangement co-red by ~ mrtgage paymnt Q. 31 

This question should be coded according to the current arrangement ie code am 

interest and principal mcrtgage (code 2 ) if ewsn if no principal is being paid off 

at present but the current arrangement is interest and principal, eg this can 

happen at the beginning of a nmrtgage. Wnere the arrangement has keen changed on a 

temporary basis Imcause of unemployment or sickness and only interest ia being paid 

off then code as intereat only mortgage (code 1) as this in current arrangement. 

If we are to get the information we need, it is necessary to understand that there 

are b6aically two types of rmrtgage arrangement. Few informants will kna this, 

so it is up to the interviewer to identify the type. 

a. Interest only 

Usually an endowment policy ie taken out with an insurance coqany either before or 

at the acme tima aa tlm BK.rtgage, and it is arranged that wham the policy Mtures 

it will cancel out the original sum (the principal/capital) krrowed under the 

mortgage, ie. the amount of nmney raceimd from matured endcwment insurance is 

paid to the mortgager. eg. kuilding society. The principal of the origins 1 

mortgago remains atmtanding until the pnlicy matures. In the maritime interemt is 

paid on the total amount borrowed and premium on the endo!nnent policy. Thin type 

of uortgage should be coded 1 at Q. 31. 

b. Interest and Capital/Principal 

In this case the mcney tarr.med for the purchase of tho housa is re-paid over a 

period of yeara I interast is alao paid on the amount atatanding at tha time. 

Usually the payments in any cm year comiat pa*ly of repayments of the original 

loan (the principal/capital ) and partly of inter-at. As time gnea on the intereet 

part becomes smaller and the principal gata larger. ‘rhin typa of mortgage should 

be coded 2 ●t Q. 31. 

AMY arrange-nt that doee not fit into eithar a. or b. requiraa full notes eg. 

whera there are two mxtga~s for the purchaae of the acc-dat ion, ie main 

mortgaga and mnallor top-up mnrtgage, and one is interest only and one interest and 

principal. 

c. TOP UP and sacond Mortgagma 

See gloaaary. 

29

Interest only mortgage paymant Qs. 32-34 

It is important to know whether the interest recorded at Q. 32 includes an amount 

for an insurance premium on the nmrt qaqe capita .- l/Drincipal. . 

an entry at Q. 32, Q’s 34(a)-(d) MUST be answered. 

Therefore if there is 

If the mortgage capital/principal is not covsred by an 

please epecify in full how the mortgage capital/principal 

NOte that yaar insurance taken out is requirad at Q34( d) 

endowment policy (Q. 34) 

is covsred. 

Interest snd capital/principal mortgags payment Qs. 35-37 

Interest at Q37 iB required for the LAST YSAR for which the informsnt has figures. 

The informstion wi 11 normally be a vsilable on a statement pro vialed by the 

mortgaging company. 

Because the information is not current or may not cover a full year it is necessary 

to record dates covsred by smount. Where there is more than one mortgage for house 

purchase, enter details of other mortgages in left hand rargin. 

Although the interest payment recorded at Q. 38 may ha for a tax period some while 

before the day of interview, it is essential that you obtain, at Q. 35, the last 

payment made before interview. 

HCSVmany years has the mortgage run/to run Qs 38 s 39 

These are asked of those whose last payment covsred interest and capital/principal 

(Q35). 

Mortgage payment, standard tax relief dsducted Q. 40 

When interest is paid on a mortgage the mortgagee can obtain tax relief on that 

interest. 

up to April 1983 the tax relief was always obtained by a reduction in income tax 

paid. This was by means of PAYE coding for employees or tax iisses.s!nentfor 

self-employed. Now tax relief can ba obtained by a reduction in mnrtgage payments. 

With interest only mortgsges the interest payment will have bsen reduced by the 

current standard (or basic) tsx rate (29% at time of writing). Where interest and 

principal payments ba w bsen made the reduction will have baen on the interest 

element only. 

Additions to mortgsge in last payment Q. 41 

Somstimes, in addition to mortgage repayments, a mortgage protection pclicy is 

taken out with an insurance company so that in the event of death there is 

ausilable a sum of money to pay off the outstanding !wrtgage. This arrangement 

should not be confused with the endowment policy described above at Q. 32. A 

mortgage protection policy is to pay off the outstanding mortgage in the evsnt of 

death of the mortgagse. It is possible 

mortgage protection policy. 

to ha vs an endowment based mortgage — 

and a

Structural insurance can also he included in a Wrtgage paznt. 

Note that year insuranco taken cut ia required at Q 41*. 

NB. The pmriod covered h the addition to nmrtgage ne*d not be the same as the 

period of the last mortgage paym ent, eg ●nnuel insurance premium could ba included 

in one month’ ● mortgage payment. 

Tdaphona ●ccount paymnt Q. 42-48 

Ncrrs WANGE FQR 1988 

British Telacom budgating mcheme 

At Q44 the last specified payment -de ehould ha entared. N.B. llm lant payment 

~Y ha= hen a correcting paymanmt but it should still be entered. l%e period 

cowred by payment ehould ba entered at Q45. 

If the last payment due was not paid bacauee the informant hed a credit with the 

Post Office ie. hed ovsrpald in pre VIOU6 paymente, note thie fact AND ENTER LAST 

ACI’IJALPAYNENT OF MONEY. 

Possasaion of durebles end central heating Q. 49-50 

A washing machine for FES purposes ie a machine which hes 

agitatOr/pulsatOr. Therefore, a wash boiler with hand 

considered a waehing machine. 

Include durabla listealiteme which are:- 

1. 

2. 

Exclude: - 

1. 

2. 

~ed by the household. 

an electrically-operated 

agitator should not be 

Not wned, but continuously available for u-e in the accomwdation 

eg, rented, etc. (00 not include waehing mechinee for communal use). 

Durablea that are beyond repair 

Itenm that cannot tm us-d, ●g, central 

diaconnectad. 

heating that haa heen 

central hemtinq In nulti-bouaehold blocke of flata thm source of heating may ha 

located outmide tha households accommodation or in anothar households 

accommodation. If the informant does not know the type of fuel used for heating 

this should ti accepted. 

If central hsating ie by oil Q50 (a) mat be aakad. 

Expenditure on oil for central beating Q. 50 (a) (i) 

Eatimetma of 12 months expenditure are acceptable here. 

Solid fuel coate are not aaked for at this question as they tand to km lasm ragular 

then oil-end the record kc.ok ie better for thie purpose. 

31 

. 

2 ?-3 

,-. 

“

Electricity and gas payments Q51-70 

Questions on electricity are numbered 51-60 

Questions on gas are numbered 61-70 

Method of payment for electricity /g.ss Q. 51(a)&61(a) 

Slot meter - Include here slot meters which are emptied by gss or electricity 

board, landlord 

themsel~s. 

or landlords agent. Exclude meters e~tied by informants 

Account payments - Payments on a quarterly basis (or two-monthly in Scotland) which 

normally follow the reading of the meter, either by a gas or electricity board 

official, or by the informsnt, should ba included here. ‘Ihia is the nmst usual 

method of paymsnt. Accounts based on board estbates should also bs include .5. 

Also include cases where informants base their own key to enpty the slot meter. 

They still ha- to pay an account which is submitted after the resterhas been read. 

Board Budgeting Scheme - With this scheme the informant will still get an 

account/ad tice every quarter showing the units used and the details of the account. 

Some other method - Includes any method that does not fall into the above 

categories, eg. money paid to Council, separate from rent. 

C .O.C.D-this method of payment for electricity applies only to Northern Ireland. 

Slot faster - rebste for electricity/gas Q.52(a)&62(a) 

Enter the- total amount of rebate at Q. 52 (a) or 62(a). Where the household has 

credit commitments which are paid from the meter rebate, make certain that the 

amount at Q52 (a) or 62(a) is the full amount of rebate BEFORE deduction of the HP 

payment. 

Make sure the items bsing bought on credit are noted at Qs 85-87. 

Account - amount shown on account Q.53 & 63 

It is the cost shown on the account which should be entered at Q53 or 63 ie the 

actual cost of fuel and standing charge during the period of the account plus meter 

rent and installation. 

Any hire purchase or credit sale amounts shown on account should not be included 

here but at Qs85-B7. 

If last account was a =edit ENTER LAST ACTUAL PAYMENT OF lK)NSY. 

The period cowsred should be shown at Q54 or 64. 

The dste of the account should be shown at 55 or 65. 

32 274

Soard kudgeting scheme - ●graad pa~nts Q.56&66 

At Q’8 56 or 66 the last specifimd paymant made to the Board amf period comred 

should b-s entered. ~ The last payment mey havs been a correcting payment but it 

chould still be entered. 

If the last payment due was not paid because the informant had a credit with the 

bnard, im. had omrpaid in prevloun payments, note this fact and SNTER LAST ACTUAL 

PAYMENT OF PK)NSY. 

The period covered should be shcwn at 57 or 67. 

Board fidgeting scheme - amount cbargmd on adtico Q.5S&6B 

It ia the charge shown on the advice which should 3m entared (ie. the actual cost 

of tlm fuel, plus standing charge, during the period of Via ad vica/account, before 

any ragular payuenta are deducted). 

me period covered should be nhown at 59 or 69. 

The date of the advice should be shown at 60 or 70. 

InSUHnce on ●tructure/furniture and contente/personal poeeee9ions Q. 71 

Uae a eaparate colunm for each policy. 

Where there in a combinad structural and contents Plicy at (a) then (d) and (e) 

must be anmwered. 

Maintenance contracts for tele vision netg, waehing machines, deep freezers etc 

should not h included at these queatione. They should be racorded in ‘D’ record 

when paid. 

Maintenance Contracte for central haating should be inc lude.dat @O. 

Pri =ta Pareonal Peneion Q. 72 

This ia a nw quaetion for 1988. In pra vioua years pri wte parSOnal pEnSiuna 

information waa included with life aemurance. 

A Primtm Parsonal Panaion can aleo ~ callad either a Personal Pension or Private 

Panaion. ‘rheee pensions are normally taken out by eelf-emplnyad persone but can be 

taken cut by employeee who do nnt have a company ~nnion achame. 

Note that prior to July You should ring coda 1 under the heading ‘Was tha policy 

first taken out’. After July you ehould aek the quastinn and ring code 1 or 2 aa 

appropriate. 

. 

33 

27[

Life assurance death/endowmsnt policies Q. 73 

Insurance policies to be entered here fall into two main types 

1. Paid out only on the death of the insured person eg. mortgage protection 

poli Cy. 

2. Paid out when the policy mstures at an agreed date or earlier if the 

insured person dies before the agreed maturity date. A mature policy 

payout of this type can be in lump sum form or by installment ie. annuitY. 

Please specify purpose of policy, eg. do not write ‘life policy” if it is an 

endowment. 

Year insurance taken out must be recorded. This indicates both whether tax relief 

ia being recei wsd and the cash =lue of policy. 

Other insurance policies Q. 74 

This question includes Friendly Society policies for sickness, etc. Friendly 

Society life and endowment policies go at Q73. 

Specify which type of insurance is cowered, eg personal accident, third party or 

medical, British United Provident Association (BUPA), Private Patients Plan (PPP). 

Exclude once-off insurance policies eg holiday /tra=l insurance. 

Include works sick clubs. 

TV Sets/Video recnrders/Some computers and cable T.V. Q. 75 

NOTE THAT CASLE T.V. HAS SEPLACED T.V. GAMES IN 1988. 

A SEPARATE COLUMN SHOULD BE USED FOR EACH TV, VIDEO RSCORDER, HOMS COMPUTER OR 

CASLE T.V. 

It is essential that all T.V. sets, video recorders, 

in the household’s accommodation are accounted for. 

Where an item is owned or used only by a child under 

one of the parents person numbers. 

TV eeta 

home couputers and cable T.V. 

16 it should be entered under 

Where a TV set is broken, “it should be accepted as a TV aet in the informants part 

of the accommodation if a TV licence was purchased in the last 12 months. If a 

licence has not been purchased for a broken TV treat as ‘no TV aet.’ 

Video recorders 

Exclude video cameras. 

Combined TV and Video rental 

If tie indi tidual rentala cannot be separated then enter combined amount under TV 

and note that it includes video rental. 

34

I 

I 

Home cOmpUterS 

These refer to equipment that can run pre-recorded ce,pssettescontaining gemes ~ 

other programmed (eg ho- eccounts, study courees) ae well as blank caesettea on 

which progremmee can In?●ntered. 

Example8 are Sinclair 2X81, Spectrum, Commodore 64, Ammtrad. 

I Cable T.V. 

I 

I 

I 

Cable T.V. is a service whereby a household peys to haw their T.V. connected bq 

cable to e central raceiwsr. Thie ellows them to recei w programme.e additional to 

the four Min channels ia, BBC1 , BBCZ, I’IVand Channel 4. 

Combinad T.V. and Ceble T.V. rant.al 

If tha individual rentals cannot be e.parated then enter combined amount under T.V. 

and note.that it includes cabla T.V. rental. .! 

NB. TMs question is concerrmd with the ●=ilebi lity of items, not only cmnership. 

=erefore a TV ●et eitueted in shared accommodation end used by two households 

●hould be entered in bath hmsehold schedulee. 

TV Slot metere Q. 75 (c), (i) & (ii) 

Excems money in ‘IV slot meters is often used to finance the purchaee of other 

consumer durables euch a.e waahin< machines. If informants mention that they ere 

buying any gc.oda in thie way, the information should be entered et Q. 85-87 giting 

full details. The rebate BEFOM any deductions ehould h entered at Q. 75 (ci). 

T.V. Licmce Q. 76 

I Note thet total amount paid by all spendere should be entered at thie question. 

Vehiclee - current nunerehip amd usaga Q. 77 

Aak Q77 (a)-(g) for vehiclee currently owned or used continuously. 

‘Continuous uee of’ includee care supplied by an employer, spouse’ e employer etc. 

It does not include hire cars usad frum the to time eg holidays or weekends. 

Salf-employed informants aamot hate a car mupplied by thair business although they 

may bara a 100S rafund of expenres. 

A car ragistared in a husbands name tut used continucualy ty a wife should be coded 

7 ae mwned by husband. 

EXCLUDE any rnhiclee bought and sold ae part of bueinem. Whare an inforrmt kys 

and cells rnhiclee ae ● hsinees treat as self-employed on inco~ schedula. 

A ‘car’ includes three wheel car and in tulid tricycle or car 

A ‘rnn’ includee lorry, landroww or jeep. 

. 

35 

277

Tax or insurance can covsr any period (eg. Tax paid in laSt twelve months could 

cover two years because one annual tax was paid late and the other paid early) . 

Insurance for damage to windscreen should bs included in wrhicle insurance. 

Q77(h). This question only applies to cars for continuous use. Do not include 

cars purchased from smployer. 

Petrol pro vialedfor pxi -te m@toring Q. 78 

This question applies to all respondents 

for continuous use. Include as private 

work. 

who currently havs cars whether owned or 

motoring journeys to a regular place of 

Vehicles - nwned or used in laat 12 months Q79 

This question applies to =hicles owned or used continuously in the last 12 months 

but no longer owned or used. 

The rules covering ownership, continuous use etc are the sams as for Q77. 

Vehicles sold in the last 3 months which are”not part of a business should be shown 

at Q79 AND Q82. 

— 

Refunds of -hicle Iicence Q. 80 

This question is asked of all spenders. 

Refunds to bs entered here include those from vshicle licencing office or purchaser 

of %ehicle if sold. 

Vehicles purchased in last 3 months Q. 81 

NOTE : FOR 1988 THIS QUESTION RXFERS TO VEHICLES SOUGHT IN LAST ~ MONTHS. 

Asked of all who havs cwned a vehicle in last 12 months (Q77 or 79) 

Include at this question only vahicles purchased by cash or chsque outright or by a 

loan from relati w, friend or bank OVESDRAFT. Cars purchased by other formal types 

of credit must be entered at Q.85-87. 

Check that vshicles mentioned at this question and credit questions 85-87 are 

accounted for at Q 77 or 79. 

QS 1(d) The cash price required at this question is the full smnunt required by the 

vsndor before reducing the price to allow for part exchange or trade-in. 

Q81 (f ) Any amount allcmed as part exchange or trade in should be shown at this 

question. 

When a net price is required by an FES user they can obtain this by deducting the 

amount at El(f) from the smount at 81(d). 

36 278

t 

Vehiclas sold in last 3 monthm ,. Q. 82 

NOTE : SOR 1988 THIS QUESTION RS?ERS lW vEHICLES SOLD IN LAST ~ MONTHS 

Asked of all who ha- cmned a whicle in last 12 months (Q77 or 79) 

Thie quemtion applias to all “~hicles sold for cash. 

EXCLUDE : Vehicles cold au part of a Euainese or sold in part exchange. 

Check that vehicles mentioned at this question are .eccnunted for at Q79. 

Saamon ticht Q. 83 

Please ensure that information recorded here is not duplicated at Q. 109 *tra=l to 

school’ or at Q73 on the Income Schedule ‘OAP concessionary fare passes’. 

All &des of trannport co verad by the ticket should be recorded eg train/bua. 

EXCLUDE passes that enable informant to obta~n reduced farm on buses or traina 

etc. ‘rheaa ARE NOT season tickets. 

Where a aeaeon ticket is obtained on credit it should also be shown at credit 

queationa Q85-87. 

Credit cards Q. 64 

‘lhis quastion should be coded Yes ... 1 where at laast one spender posaegaes a 

credit card. The prnceduras for recording Credit Card Account Payments are cowsred 

in instructions on Diary Record. 

Code Y on front page of diaries for each spender with a credit card. 

Credit cards include BARUAYCARD, ACCESS, AMERICAN EXPRESS, TRUSTCARD, DINERS CARD, 

etc. EXCLUDE cheque carda, charge-cards option account car& or carde isnued for 

budget accounte, etc. (See kl-). 

Note that we wf8h to know hcw many credit cards each npender haa. 

Acquisitiaxu by credit (Prompt csrda A c B) Q. S5-B7 

NOTE TNE FOLLOWING CXANGES FOR 1988 

1. Qs S5 and 87 both barn a leading filter question which it asked in 

conjunction with prompt cards. 

2. Q 86 has tw filter questions. The first aaks abnut inatalments being paid 

and the m=nd about daponits that ha R bean paid but where an instalmant 

haa not yet been paid. NOTE TNE SIGNPOSTING AT Q 86A (a). 

—— 

37 - 2?9

3. Qs 85 and 86 relate to instalmenta paid while 

lhis means that an informant who has a charge 

it up at the end of the month should be coded 

Q 87 relates to arrangements. 

card fOr example and who pays 

yes at Q 87 and asked (a)-(d). 

Q 85 co vsrs the most formal type of credit arrangement eg bank loan, second 

rnortgage. Note that for 1988 Building SOcietY and SOCial Fund loans have 

been added to list. 

Q 86 cover hire purchase and credit sale agreements. 

Q 87 covers other types of credit. 

The questions are self explanatory and details of the different types of agreement 

are givan balow. Howe ver when recording details of repayments, always ask 

informant to look up loan documents or repayments card. This is particularly 

important at Q’s 85 and 86. 

Bank or finance house direct Q. 85 

Where an informant has a H.P. agreement and paya the money direct to a finance 

house the agreement should be coded at Q85. If the money is paid to a retailer 

then treat as H .P. at Q86. 

‘3%0 types of loan from banks/finance houses which should — not be included at this 

question one:- 

i. overdrafts - these should not be shown at Q. 85 at all 

(if used to purchase car see Q. 81 otherwise ignore). 

ii. second mortgage - see next section. 

If an informant says that he has a personal loan from a bank/finance house you will 

need to check carefully, as second mortgages and overdrafts are sometimes referred 

to as ‘personal loans’ . lhe loan agreement should he 1P you distinguish which type 

of loan the informant has. 

second mortgage Q. 85 

A ‘top-up’ or further mortgage is used to purchaae the accommodation. These should 

already haws been entered at Q. 30-41 of the household schedule. 

Second mortgages are sometius referred to as ‘personal loans’, ‘bank loans’ , 

‘budgat loan accounts’ or ‘overdraft facility’. The determining factor is the use 

of a house as security for second mortgages. With the introduction of personal 

loans by building societies it ia essential to probe cut detaila. 

See glossary for second, top up and further mortgage definitions. 

Loans from employer Q. 85 

These are usually for household expenses, eg purchase of season ticket, car, meting 

house. 

A loan from an employer to purchase this accommodation should be treated as a 

mortgage and should ba shown at Q 30-41. 

38

. 

IAYU18 from Social ?und Q. 85 

Starting in April 1988 what used to be lump sum payments from the Supplmuent.sry 

Banafit/Incom3 SuppCrt Office for items such am furnituxe, clcthing, cockers ●tc 

will be made in the form of a loan to b paid back by direct payments cr deduction 

from benefit. 

Hire purchame agreement arrangad directly thrcugh a financa houaa ahculd be coded 

Finance Hcuse Lean Q85. 

Budgat or cption acccunts and chcr9car& Q. 87 

NUTS BEPARATE CODES FOR 1988 

Charge-cards should be treated in the aam.e way as budget and qtion accounts at 

QS7(b)-(d). In addition all acquisitions nmde by chargecard during the record 

keeping period nhculd ba recorded in &ariea with the word ‘chargecard’ written 

benide entry. 

Holders of budget or option accounta are often iaaued with a plan tic card aimilar 

to a bank credit card. This is NOT TO BE TNXATED AS A BANK CREDIT CAND BUT AS 

BUCGBT OR OPTION ACCOUNT. This card can ba used aomatimea in a numbar of shops, 

e9. Readycredit card can be used in Rymcna and Top Shop. 

Club run by shop Q. 87 

If you are in doubt about a club agreement mentioned by the informant, describa 

the arrangement fully in ● note. 

Plaam ncte that Christmas Clubs (except those mm by toy shops), m vxngs clubs, 

etc. are excluded from this category. 

Ml ordar agmnt (og. Unimraal, Littlcwcoda ) Q. 87 

This includes all papenta mmde to the nuil ordar agent acting on behalf of a mail 

order firm. Agentn am often nei ghbcurs, frisnda or scmetimea e vsn Your informanta 

thmaelrna. 

If infomants gay that tlmy am agenta for a nil order club and ●lao make 

purchasaa for t~em.aolRS, explain to tham that onlY their mm repay=mtn are 

required in their record bcoka, any Wntage cn behalf of the club should be ●ntered 

and ncted as buaineaa ●xcenditure. 

A mail order agmt is not considered self-emplcyed (see incoma schedule Q74 ). 

AII HP or credit aala agremamnt arranged by a mail order firm should ba coded at 

Q86. 

39

Other mail order organisations direct Q. 87 

Quite often it is difficult to distinguish batween payments to a mail order firm 

direct and paymants to a mail order agent. If an informant dea1s direct with the 

firm and recei=s no commission, it ia a direct mail order transaction. An example 

of this type of arrangement ia where a book i.e bought from the Automobile 

Association on rmnthly payments. 

Check trader Q. 87 

See glossary for definition of check trader. 

HP agreement with a check trader should be coded at Q.86. 

Loan agreements with a check trader should ba coded at Q85 as loan from finance 

house. 

other psrson or organization Q. 87 

Other credit arrangements should ba describad fully. 

Include loans from relati$es and friends. 

Do not include arrangements with trade unions or social clubs etc, whereby goods 

are beught at reduced prices. These are not credit arrangements. 

Loane, Hire purchase and credit aalea Q. 85 & 86 

N~E CHANGES FOR 1988 

The following are general notes covering Qs 85 s 86. 

iii. 

ii. 

i. 

Always racord cash price, NOT credit price ie SXCLUDE INTESEST. 

— 

Where informant atatea loan was cash find out what was bought with 

cash. 

If for speci?ic purpose givs details. If not for specific purpose 

note this fact. . 

If part of loan for specific purpose and part for cash aecertain how 

much for each and details of apecific item bnught. 

NOTE : we naed to account for all mnney bnrrnwed in as much detail as 

poaaible. See check on Checking Schedule. 

Description of itam bought should ba specific. For example, ‘Home 

inprovaments ’ ia too =gue; enter ‘double glazing’, ‘additiOn Of 

bath *, buiit-in wardrobe, cooker etc. State whether carried out by 

contractor ~ D.1.Y. 

40

iv. 

v. 

vi. 

vii. 

Viii. 

ix. 

The description ‘Wedding expenses’ is also too rogue. We have to knm - 

estiu!ates of the amount spent on individual items eg Car Hire, Food, 

alcOhol, videO c~era. phOtO~apher, band, hire of hall. 

Car laasing should be treated as car hiring and not car purchaae on 

credit. 

Installment repayme nts covsring more than onm item at Qgx 85(f) and 

86A(a) 

Where a loan, w agreement or sacond mcrtgage etc covars several items 

of different types, the details and caah price of ●ach should be given 

in Beparate column, eg. if a loan for ho- improvements COwsrs the 

purchane of 2 suites of furniture (cash price 61,000 and 61 ,50O) and 

an additional garage to the house (caah prica fi, 000) the ●ntry should 

be: 

?urniture L2 ,500 in firct column 

Additional garage (contractor ) L5 ,000 in aeccmd column. 

If ES ,000 wan borrcwed to pay for these item which total ~7 ,500 there 

would be a cash residue of ESOO. A note I?mst be made of any part of 

such an amount which ie not used for the purchase of a specific item. 

Where an inatalmnnt covers diffarent items which are in neparate 

columns the inatalment should not h dividad. The amount should be 

entered in first columm and the words ‘combined instrument’ written jn 

the other column cowned by the irmtalment, ●.g. 

Col 1 Col 2 Col 3 

&lzo. oo Combined Combined 

Instahent Installment 

Remember it is essential that all money borrowed ia accounted for even 

if only as a camh residue. 

If the informant mantionn at 85(f) that they haw taken cut a loan to 

pay off previous loans, do not try to find out what earlier loans were 

for. 

Kake a note of the purpose of the loan ie pay off existing loans, and 

then complete 85(f)-(m). 

If the informant m?ntions at 85(f) that they ha w a ‘cash flow 

account’, ‘top-up loan’ or ‘rotating loan’ note this fact bt & not 

attempt to obtain full detai h. A camh flow account, ●tc allawn a 

parson to borrcw a preset -ant of cash link-d to their monthly 

paynmnts. fiey can ●pmnd this on whate mr they like. ‘ftm ●ccount can 

be in credit or debit. 

credit Arra.mgamnts Q. 87 

It is essential to record tha date the goods ware obtainod. ‘Lhe word obtained 

maaning the date when goods were recai md frcaa club or clubs agant. The detaila 

rmquired ragarding the goodm acquired are the game as those reguired for diary 

items see pages 

41 

, 283

Wtrosps.cti = questions Q 88-102 

NOTE THE FOLLOWING CHANGES FOR 1988 

1. New questions added for sale and purchase of property, furniture and carpets 

2. Some questions now covsr only 3 months retrospective purchases. 

3. Changed layout for horns improvements and repairs. 

The itams covered by these questions are large infrequently purchased items and 

thus often missed by relying only on a 14 day diary. 

Questions are asked of all spenders. 

Second dwelling Q 88 

This is a filter question for Qs 89-92 

If a spender has a pe=nent secOnd welling in England, Scotland, Wales or 

Northern Ireland (coded 1 at 8S and 1 at 88(a) ) then Q 89-92 should be asked of 

main dwelling AND second dwelling. 

— 

INCLUDE AS SECOND DWELLING only permanent accommrmiation such as holiday home or 

town flat, fixed caramn, beach bungalow in which one can live permanently. 

INCLUDE AS MAIN DWELLING any acconunndation to which the household or a household 

member maybe moving (eg on marriage) 

EXCLUDE AS A SECOND DWELLING a permanent second dwelling outside England, Scotland, 

Wales and Northern Ireland (coded 1 at 88 and 2 at 88(a) ), ie we are OnlY 

interested in second dwelling in the ~. 

General points on handling Qs S9-93 Q89-93 

(i) Where work was part ‘DIY’ and part ‘someone else’ enter separate emounts at 

relevant dependent questions. 

(ii) DIY .S.MOUntScan be expected to be estimates and these are acceptable. 

Installation of central heating Q 89 

Include at this question initial installation as well as total replacement of a 

central heating system eg where a warm air system is replaced by a radiator system 

do not include repairs which include partial replacement. These should be entered 

at Q90. 

Include extension of central heating system at this question. 

Rapaire, ser ticing and maintena.uca of central heating Q 90 

Include at this question routine servicing end maintenance as well as repairs to a 

systsm that has gone wrong. Include maintenance contract payments eg Gas Board 

achames. 

42 

284

hpenditurs on sale or purchase of property (Pro@ cud ‘t g) Q 93 

... . 

NW quastion for 198B 

Note that this .qwction relates to expenditure over the paint 12 monthn on purchase 

or sale of any property EXCEPT property only used for husiness. Try to obtain 

separate amounts for each type of eertice ewsn if this -ans accepting ●stimates. 

I Howe twr whera fees for conveyancing, estate agent and sur wyor cannot bs separated 

ring coda (4) at (a). 

Expenditure on furniture (Prqt card ‘?‘ ) Q 94 

New question for 19S8. 

Note that this question co wrs ~ month retrospect w period only. 

I TM. question applies to new and secondhand furniture. 

I 

n~nuture on CUpetC and carpeting (Prou@ card ‘G g) Q 95 

New question for 19S8. 

Note that this question cowsrs ~ month retrospect= period only. 

Do not include floor covering other than carpets, carpeting, mats rugs ie EXCLUDE 

VYNAL FL#OR COVERINGS ETC. 

Include charges for fitting carpet. 

Expenditure on holiday Qm 96-102 

Note changes for 19SS 

Not- that thaaa questions ncw relata to ~ month retrospect ve period. 

Ga’mral I pointe. 

1. These questiom are concarned with the ●xpanditure on holidays made 

during tha la-t 3 monthc irrempactiw of whether the holiday has been 

taken or not and ragardlmas of the length of the holiday takan. Which 

means that the holiday can @ of any length. 

.! 

2. Holidays taken at informnts holiday home or with relati we where there 

ia no pa~nt on a commercial biisis should not Lm includad. 

3. Note that holidays in US (England, Scotland, Wales and N. Ireland) aa 

well aa in Eire are to be identified. Channel Ialando and Isle of Man 

are not in UX. 

— 

43

TYPC of holiday Q 97 

A Package hOliday iS one where as a minimu trawl to the holiday point and 

accommodation are charged for jointly and cannot be paid for separately. There can 

be self-catering package holidays as well as holidays at hotels, boarding houses or 

camping sites, etc and these should be coded as package holidaya at Qg7 and then 

Qa98-100 asked rather than treated as holidays at hotel (Q1O1) or self-catering 

holiday (Q102). 

Bank charges Q. 103 

This question is not concerned with deposit accounts, etc which are savings 

accounts and dealt with on the income schedule. (Q.65) 

Where there is a joint account enter details in both holders columns for 103 (a) 

and (b). Enter details for 103 (b)[i) only under one of the persons concerned. Do 

not try and apportion service charges, etc batween account holders. Note in the 

mcrgin that it is a joint account. 

The purpose of this question is to obtain domestic bank charges on normal banking 

transactions. This means that we wish to exclude any parts of the bank charges 

which refer to interest on loans or overdrafts and any bank charges arising from 

business use. 

By normal banking transactions we mean those carried out on current or budget 

accounts, eg. cheque withdrawals, standing orders, direct debit and cash deposits 

(including wages). 

Interest charged on bank tudget accounts should not be included at this question. 

Standing orders and direct debits Q. 104 

NOTE CHANGE FOR 1988 

For 1988 this question relates to items not already refarred to at pretious 

questions. If howevar 

permissible. 

you prefer to use it for — ALL standing order paymants this is 

If, when answering this question, the informant provides information that was 

missed at an earlier question, eg detai 1s of loan, then ensure that the relevant 

question is asked again and full details Obtained. 

List all .itams cowered by bank budgst accounts as well as AMOUNT of annual service 

or interest charge. 

Payments made to Safehomss etc should be treated in the same way as bank budget 

acounts. 

If a payment is nbsde to a credit card company by standing order or direct debit 

make a note of the date in the month on which it is paid. See instructions on 

credit card account payments in diary. 

44 

286

Proscriptions - item mquirmd fr-a of charge Q. 105 

Enter total number of iteme ●cquirad per person. 

Exclude items acquired on a prescription saason ticket, which ie e ticket purchased 

from the local haalth authority by persons not entitled to free prescription but 

who require rqular ~dication. 

Liquid welfare milk end free ■choc.1milk Q. 106 ●nd 107 

a. Liquid Welfare Milk (Q 99) 

The individual racaiving the milk should be entered in the person number tmx. 

Frea milk is available for: 

i. Expectant mothers and all children under school age in families in 

raceipt of supplementary benefit, houging benefit supplement, family 

income supplement or in special need because of low income. 

ii. AI’Iexpectant mother who already has two children under school age, 

regardlesfi of family income. 

iii. All ht the first two children under school age in families with three 

or more children under school age, regardless of family income. 

iv. Handicapped chil&en aged 5 to 16 who are not attending an educational 

eetablinhmmnt. 

b. Free school Milk (Q 107) 

The individual receiting the milk should be entered in person number box. 

Free school ml I.kis supplied to children up to approximately their se ~nth birth& y 

(1lth birthday in some LEA’s) at registered day nurseriam, playgroups and state 

primary school or appro=d child tinder. The amcunt is one third of a pint per 

day. 

?or childran with particular health problamm, milk My ta supplied up to their 

sixteanth birthday or the allmance IDAYbe more than one third of a pint. 

School rnals , - stite schnol childran Q. 108 

TIM person recei ting th meal should M ●terad at the top of COIUIMI in which 

dwtails ●re recorded. 

Note at 108(d) (i) only amount paid in last ●evmn daym is rmquired. 

Free school meals are mupplied to children whose parenta are on a low income. The 

conditions ~ wrning school meals wry from local authority to 10U1 authority. 

Not- that only school cafateria and fixed price meals are required, not tuck shop 

purchasea. 

45 

, 

23?

Trawel to school - state school children Q. 109 

Where one child in the family travels to school without payment, then all children 

in the family should tra val without payment if attending the same school or 

attending different schools approximately the same distance from home. Check for 

any duplication of information at this question with Q 83 (season tickets). 

Note that at 109(c) (i) the amount p aid in last seven days is required. 

Educational grants and expenditure Q. 110-119 

NO1’S CHANGES FOR 1988 

These qUeStiOnS are asked of ALL spenders in re.9pect of FULL or PART TIME education 

including leisure classes (driving lessons, swimming les=, etc). 

An informant should be coded as full or part-time on the basis of their 

registration at the educational establishment. If be is a registered full-time 

student, code as full-time. If registered as a pat-time student, code as 

part-time. Normally leisure classes are part-time, but this is not always the case. 

Please note this definition especially when completing the front page and Q 87(e) 

on this schedule. 

Qs 111, 112 & 116 now relate to fees paid in last ~ months while 

Qs 110 and 117 ask whether spender or child are attending a course. 

— 

Holiday periods during a course are to be treated as attending a course. 

Qs 110, 111 and 112 refer to spenders and children considered to be in the 

household for FES purposes. 

Q 113. This question is to be asked of all spenders. 

Q 114. This question is aaked only where there la a person in the household who is 

aged 14-1S in a state secondary school or in Non-advanced further education. See 

glossary for note on Technical and Vocational Initiati w. 

Q’s 115-119. These refer to children aged 16-24 or over who are not members of the 

household but who are the chil&en of household members. NS this includes married 

and unmarried children. c?hildren in this age group applying for grants normally 

hava their application asaessed againat parents income. 

At Q’a 

amount 

At Q’s 

amOunt 

NB 1) 

2) 

110 and 117 EXCLUDE parental contribution tCavard8 making up a grant to full 

set. 

111A and 116 INCLUDE parental contribution towards making up a grant to ful 1 

aet. 

Entries in diary regarding payment of 

these auestions 

to interview. 

to ensure that course a 

Where the level of examination or 

l12(d), 113(b) (i) and l19(a) record 

46 

fees have to be cross checked with 

is mentioned here if attended prior 

course is not known at llO(h), Ill(d), 

the name of the examination. ‘ 

~~a

3) At 110 ask (c) or (d) and at 117 ask (b) or (c) depending upon source of 

grant. Do not attempt to ask both 

4) Where a child is aged 16 or over end in the household has fees paid by 

perent or guar&an in the household, enter details under chil& person 

number 

5) Gifts of money (e.g. pocket money) 

education should be excluded from Q’s 

givsn. 

o-r and abows amounts required for 

110-119 and ahrmm in diazy record when 

‘AO schedule expamliture refunded by employer (proqt card ‘H‘ ) Q.120 

It will be ncceseary to refer back to earlier “A‘ echedule amounte when prcsnpting. 

Honey recei md for itana of regular houeohold expenditure Q.121 

(pr~t card ‘I’) 

This question refers to caaes where informant is regularly GIVEN caah or cheque, 

etc. to pay a bill in part or in full. Note that period =red by payment ie 

required. (eg electricity - quarter). 

Direct payment of regular household expenditure Q. 122 

(proup.tcard ‘I” ) 

Thie queetion refers to cases where informant DOES NOT RECEIVE cash to pay bill, 

but hae the item paid regularly on their behalf diract by aomeona outside the 

household. ~ example la’where a mother ‘in the FES houeahold haa her rent paid for 

by her son who llWS in a separate household. Note period of bill paid la 

required. (a.g ●lectricity - quarter). 

NB. ‘rhe prumpt card is a guide only, and informant imy have iteme paid for or 

recei va mnney toward-a items not included on card. 

Paymanta by Supplemeritary Benefit/Income’ Support should not ha entared hare. (See 

Q.56(d) Income Schedule). 

Maintenance and mmparation allwence Q.123 

NEW FOR 198S 

‘iMa question la aeked of all spenders and balances Q 70 Income Schedule which aaka 

about receipt of allowances. 

47

Visits to local authority office Q 124-127 

NOTE CHANGE IN PROCEDURE FOR 1986 

A. The following information is required from local authority OffiCeS when first 

working in the area. 

1. Gross and net rateable salues and descriptions of rateable units. Q124- 126 

2. Datails on O.A.P. concessionarf bus fares Q127. 

3. NOTE CHANGE FOR 1988: You no longer need to contact local authority offices 

to collect rent etc for council tenents on 100% Housing Benefit. 

Rateable mlues and description Q. 124-126 

It is essential that rateable mlue at Q. 124 and Q. 125 relates to the whole of 

the rateable unit covering the household. This maans that in a multi-occupied 

property what is required is the reteable value for that part of the property 

occupied by the household to be interviewed. If it is not possible to giw? the 

individual rateable =lue please make a note stating what is covered by the 

rateable value obtained e.g. whole house, four flats. We also need the total 

number of rooms in rateable unit (see Qs. 13, 14 6 15). 

Concesaionary bus travel provision for OAPS Q. 127 

This information obtained from the Local Authority office should ba coded on all 

schedules when the household contains men aged 65 or over and women aged 60 or 

Owr. 

The annual value of tokens or tickets is to be entered; this is the face value (eg. 

210 per year) printed on tickets and tokens. If there is not a face value for 

tokena the concession should he treated as ‘Any other type’ and specified in full. 

We need to knaw also the amount charged for the pass or permit and the period 

co-red by this charge. 

These schemes are sometimes run by the local (private) bus company on behalf of the 

Local Authority in which case information will be obtained from the bus company. 

Where a Local Authority provides an alternati w tO Concessionan fares eg 

TV/telephone/food muchera, record the travel concession and make notes regarding 

the alternating. 

Final check and special circumstances Q. 128 

Check at top of page 64 should be completed and details of special circumstances 

recorded. 

Please remember to put notea about unusual/special cirmmstances (which could be 

misinterpreted if your work is recalled on) e.g. Person ‘Y! was included in 

household aa expected to be there for ‘X’ time but left unexpectedly, ~ Person *Y’ 

not included in household because he/she was expecting to learn by ‘X’ date kt 

then did not do so and was there for all 14 days of record keeping. 

48 

zg~

First checks at Home BACK PAGE 

Hew for 1988 

Theme checks are ●ssential to 

quickly by Dapt. of Employment. 

ensure that documents are processed correctly and 

Pariod code List BA~ PAGE 

This should be used as an aid for coding period at quastions on tha achadula. 

WP1OO1-10258 

49 

2:!.

SECTION INDEX 

PAGES 50-7 

GENERAL POINTS ON SCHEDUL 

Incrme schedule introduction (B) ............................................. 50 

Income schedule Q1-93 ........................................................ 51-76

INCOMS SCNSDLILS - INTRDDU~ION B 

a. 

b. 

c. 

d. 

●. 

f. 

This schedule deals with income and occupational status. It should be kept by 

the interviewer and not left with a spender. Information about income is 

essential if we are to rake uae of the expenditure details. For thin reanon 

one of the conditions under which &S. 00 will ba paid to each epender ie that 

we are glten details of the income coming into the household. In prectice, 

this means the completion of Schedule B for each spender while the income of 

any children under 16 y.ars Immt be noted at QS.81 & 82 on one of the parenta’ 

●chedules. 

Bxceptionelly, where other people are present, the spender may be allowed to 

write deteils of incomo on the pink self completion form, kut bke sure that 

●nswera are carefully checked before transferring to income schedule. 

m income schedula must b- canpleted as far as poskibla for absent mambere of 

the household (Sac ●ection A7 ) is in casaa where the household is taken as 

co-operating but where a member aged 16 and o wr is absent end is not 

completing D records. lhe information should be obtained from the person 

likely to be in the best position to giw it, usually the neerest ralati w eg. 

detaila about the income and occupation of an absent husband should be 

obtained from his wife. If it proves impossible to ge,teny information, make 

out a schedule with an explanation as to why it is blenk. Remember to record 

any allowances paid to other members of the household. Since such a pereon 

ia not e spender the .abgence of income information for him doen not affect the 

payment of S5 .00 to each spender. 

Where informants ha= any type of joint income en atteq.t should be mmde to 

get them to split the joint income so that income in sham separately on their 

indi tidual B schedules. l%is will epply mainly to income from pensions and 

income from interest and divldende, property, etc. It will also occur where 

husband and wife are self-employed partners, and in such casee it will be 

important to gin aa nuch detail aa poaaible at Q.44-47 to anable coders to 

split the income between the partners. 

, If the informentn cannot separate their individual amounts then enter the 

amount in the firmt relevant peraonm column and meke a nota that the amount ia 

joint income. 

Note that each series of benefit and inmatment quemtiona haa a leading filter 

question aaking whether informant haa recai wd any banef it or invesment 

incoma from a list ●hewn on a pronpt card. If the anawer ia ‘No to all’ then 

you do not need to prcxept the benefits or inwat.mants in that series. If the 

anawmr ia ‘Yea’ You need to code ‘Yea’ or ‘No’ for ●ach benefit or 

investment. 

The prrmpt carda for state bnafita ham bemn czined with other pr~t carde 

and there ia therefore only one proupt card book. 

Becauaa Bpandera are tabulatad in Person Number ordar, would YCU pleaae enter 

Spendara on thair Income Schadulea an follwa: - 

when a aacond or third spender in entered on an Income Schedule he or ahe 

mat ba the one with the naxt Paraon Number, irreapecti w of tha order of 

the interview. There mat ba no gap between tha Person N@erS, UII+MS the 

miaaing person ia not a Spander. 

A husband and wife should be on the aama schedule. 

50 

293

ExaMpleS Of ordering of Person Numbers on income schedule. 

i. Household comprising 3 friends, PI, P2 and P4 

(P3 being a child under 16) 

COrrect PI, P2 and P4 Ist schedule 

or PI and P2 1st schedule 

P4 on 2nd schedule 

or each spender on a separate schedule 

Incorrect P1 and P4 on 1st schedule 


ii. Household comprising PI HOH 

P2 Brother 

P3 Wife of P2 

P4 Boarder 

Correct PI, P2 and P3 1st schedule 


or each spender on a separate schedule 

Incorrect PI, P3 and P4 on 1st schedule 


Please ensure that person numbsrs in the form of double digit numbers (eg O 1, 02, 

03) are entered at the top of each column on the front page and on all pages where 

information is coded or recorded. Keep the same person order throughout schedule. 

B Schedule Questions 

Detailed points on questions are as follows 

Employment Status Q.1 

This question is in the form of a direct question. Informants msy need to bs asked 

a series of probes before any code can be ringed. In particular probs to find if 

they havs more than one job for pay or profit. For a spender with two or more 

jobs, code the most renmnerativs only. On FES, informants are coded as working, 

irrespective of tbe number of hours worked, as long as the job is regular. Ping 

one code only per person. 

Note that the Go wernmsnt has se vsral training and subsidy schemes in operation at 

the present time. Indi@.duals on these schemes will normally receivs an allowance, 

but in some cases a wage will be receiwad. The basic principle to bs followed is 

that if a wage is receivsd, the informsnt should bs treated .ssan employee. If an 

allowance is recei=d, the informant is to ba treated as unemployed (See Q1 (b)). 

If Enterprise Allowance received, treat as self-employed. 

51 

294

Listed belcu are the kmcun schemes at time of writing. Leter in these instructions 

reference is made to the main schemes only. 

, 

SCHEME ~RATIoN TREAT AS 

UNITED VOCATIONAL PROGRAMME WAGE ENPLOYSE . 

TSAINING ~R SKILLS PRm~ WAGE WLOYEE 

YOUNG WORKERS SCHENE WAGE EHPLOYEE 

T~ORARY SHORT TIME WAGE IMPLoYEE 

WORKING COMPENSATION SCHEME WAGE ENPLoYsE 

COWMUNITY PRCG~ WAGE -LOyEE 

ACTION FOR C@INUNY7TY EMPLOYMENT (NI) WAGE ENPLOYEE 

YOUTH TRAINIWG 

YOUTS TRAINING 

SCNENE 

PR@S~ (NI ) 

M&CWANCE 

ALIJXANCE 

UNENPLOYSD 

uwEwPx/xEo 

JOB TRAINING SCHEMS ALLCWANCE UNENPLOYED 

TRAINING OPPORTUNITIES SCH~ M.LCMANCE UNENPLDYED 

CONMUNITY INOUSTRY PROGRANME ALUXANCE UNEMPLOYED 

ENTERPRISE ALLOWANCE FEE + ~ANCE SELF-EWPLOYED 

Employe. (code 1) Q .1 (a) 

An employee is nomeone who, at the. time of interview, has an arrangement with an 

employer (another person or an organisation) to work for the latter for a wage or 

salary. ‘rhia does not include informants who are on an employer’s bnoks and have 

not yet started work. 

Employees who are temporarily away from work due to illness or accident, holidayn, 

strike, being temporarily laid off or short time vmrking should be coded aa 

employ ee.e, as long as they have a job to return to with tha sama ●mplcyer. If they 

are guing to a new job, they are to be treated as unemployed. 

Note : If a wife is on the books of her husband’ s firm for tax purposes, ahe should 

~oded at Q. 1 aa an employee, regardless of hrw many hours ahe works. 

Sandvich Student - if a sandwich mtudent haa an arrangenmnt to work for an 

en@oyar, and is attending college or uni~rsity at the time of interview, he 

should be coded aa an employee (code 1). 

Caaual or Seasonal Workers - should ba coded as emplnyeea if, at the time of 

inter VIW, they are actually working for an employer. If they are on an enployera 

books but not working, they chould ba cod-d 3 or 4, ie not ●~loyed. (Thin mainly 

apPlitS to occupations like Imrket reaaarch interviewers, agricultural workerg and 

aacretarial bureaux). 

Government-Financed Traineea - Where ●n informant is on a Training opportunity 

Schame (TOPS) (Attachment Trahing Scheme in NI ) or Youth Training Scheme (Youth 

Training Programma in NI ), they are treated aa unemployed. 

Wlmre an informant is on a Community Progranuue (CP) (Action for CO!@IUnity 

5plnymmnt in NI ) or a Young Workmrs Scheme, tlmy are to be treated aa an ~loyee. 

The =in pint to baar in tind is : Allowance = unemployed, wage - smployed. 

people with a regular but intarm-ittent urangemmnt to 

(such as many school kitchen ntaff) should be coded aa 

periods when they are not wmrkfng. 

52 

work for the name employer 

●qloyeaa, ewen during the 

. z95

Residents employees eg, Au pair, domestics, who are metiers of the household, 

should bs treated as working in the same way as any other employee. 

Employment outside the United Kingdom - where the informant is or recently has been 

e~loyed abroad, treat as employee. However, ha sure to record the m.mrency they 

were paid in at Q. 11 etc. eg. Marks, Francs, (US) Dollars, Hong Kong Dollars, UK 

Pounds, etc. 

w - Church of England and non conformist ministers should be treated as 

employees. Jehovahs Witnesses are treated as self-employed. 

Directors - A director of a limited company is always counted as an employee. ie. 

he is an employee of his company. 

Occupation therapy. Informants who work at a therapy centre etc for physically or 

mentally handicapped should not bs coded as employees. They should bs coded as 4, 

5 or 7 depending on degree of sickness, etc. The benefit from the centre should bs 

entered at Q.60 and treated as allowance from an organisation. 

Self Smployed (cods 2 ) Q. l(a) 

Self employed covers people who are responsible in their work only to themsel YSS 

and who do not receive a wage or salary from employer. Tax is not normally 

deducted at source but paid direct to Inland Rsvenue by them. (Hence directors and 

managers are smployees of their companies). 

It includes all people who are temporarily sick but would ha working in a 

self-employed job if they were well. 

Self-emplopnent can bs for any number of hours, eg as little as one hour a week as 

long as job is regular. 

In addition to obvious persons such as sole or part owners of a business, the 

followinq are considered to be self -employed:- doctors in uri vate Dracti ce, 

farmers, landlords who manage their own property, and people with recurring 

freelance jobs such aa musicians or journalists. 

mail order agents and baby sitters are not treated 

income from this source ia picked up separately at Q 

as self-employed. 

as self-employed. Instead, 

74 Child minders are treated 

Building workers on the *lump’ should ba treated as self employed. These workers 

are usually paid a wage by the contractor and hava standard rate of income tax 

&ducted frornthat wage. They are bowevsr responsible for own payment of National 

Insurance contributions. 

Informants who are receiving the Enterprise Allowance are self-employed. 

Out of Employment (codes 3 & 4) intending to work Q. l(b) 

Includes people seeking work or people who have an agreemsnt to work but ha w not 

yet started. 

53 

29$

Those who are unemployed due to sickness tit fit in abows category should h 

coded 4. . . 

Those who are sick kut would bm tacking work if not sick are coded 4. , 

Seeking work maanu actiwly ~meking work, eg Registered at Job Centre, employment 

agency, advartiming for work. School-lea~ra seeking wrk or about to start should 

b coded 3 or 4 ●s appropriate. 

Where an inforuunt is receiving unemployment banef it tmt not seeking work they 

should h coded 3. 

Persona unemployed 

of thasa ‘. 

Where an informant 

should be coded 3. 

Questions to be asked of unemployed~ 

for more than ten years (520 weaks ) should ba coded ‘7‘ as ‘None 

is on a J.T. S, TOPS (ATS in NI) or YTS(YTP in NI) scheme they 

1. where last job was as an employee* 

a. Unemployed for 13 weeks or lesn. 

Ask Q4, 4(a), 9-31. 

b. Unemployed for more than 13 weeks kut less than 52 weeks. 

Ask Q4, 4(.1), 9-16, 21-27. 

c. Unemployed for 52 weeks or more. 

Auk Q4, 9, 9(a), 9(b), 10. 

2. Where last job was 

a. Unemployed for 

Ask Q4, 4a, 9, 

an nelf-euployad. + 

13 weeks or less. 

9(a), 9(b), 44-50 aS appropriate. 

b. Unemployed for more than 13 weeks but leae than 52 waeks. 

Ask Q4, 4(a), 9, 9(a), 9(b) 44-49 as appropriate. 

c. Unemployed for uore than 52 weeks. 

-k Q4, 9, 9(a), 9(b), 44-49 an appropriate. 

‘rhis includee informants currantly on a gowmiment training schame and re.ceiving 

an allcuance. eg Youth Training Schame (Youth Training ProgramM in NI ), 

Training Opportunity Scheme, Comrm.mity Industry Programme. Job Training Scheme. 

This includee informants whose last job was on a ~varnmant training mchame 

whmra ~ mrm recei~d. ●g United Vocational Programma, Training for Skil 1s 

Programme, Young Workern Schame, Temp.oraly Short Time Working COUpenSatiOn 

Scheme, Co~nity Programm. 

‘lhim includes salf-employed racaiting an Enterprise Allcwance. 

pa-antly side or injured (code 5) Q. l(b) 

Anyone who is unfit to work duo to sickness or injury and has baam unemployed 

bacausa of this for more than fi w years ●hould be coded 5. 

54

Rstired (code 6) Q. l(b) 

It is difficult to provide a precise definition of who is to be included in this 

category. In general the informant’s word should be accepted, however there are 

exceptions which are giwn &low. It should be borne in mind that the intention is 

to include only those who, at the time of interview, have retired from their 

full-time occupation, are of the approximate retirement age for that occupation and 

are not seeking further employment of any kind. Thus women who at a comparati vs1y 

early age cease work to bscome full tine housewiwsa are precluded from this 

category and should & coded 7. 

It sometimes happens that informants say that they are ‘retired’ but when asked 

Q56 (b) are, in fact receiting N.I. Unemployment benefit which means that they 

should ha looking for a job. In such casee it is important to go back to QI (b) 

recode as 3 (unemployed) and then ask the relevant questions. 

Also recode as 3 and ask relevant questions of those who wlunteer the information 

that they would take a job if one was offered to them. 

h informant who has left work early on a Go=rnment Job Release scheme should be 

treated as retired at Q1 (b) 

None of these (code 7) Q.1 (b) 

— 

“None of these” includes: 

Housewives with no paid occupation. 

(include housewi=s who are mail order agents or paid baby sitters) . 

Persons of independent means. 

People nevar employed and not seeking employment. 

Continuing students over 16 not employed at time of interview. 

Anyone who has bsen unemployed for more than ten years (52O weeks ), ‘and coded 3 

at 1(b) should bs recoded 7 at 1(b) and relemnt questions asked. 

Paid work in last 12 months Q.2 

This question applies to those coded 1 or 2 at Q 1(a). Work here ia to be regular 

arrangements and not odd jobs. Odd jobs should be entered at Q 80. 

Include as paid work any ~ holidays, ~ sick leava or time on Statutory Sick 

Pay . 

Exclude periods when on strike. 

At work on day of interview Q.3 

Code 2 if absent froutwork on what, for the informant, is a NORMAL VF3RKING DAY. 

55 

298

I 

Weeks ●way from work amd wemks of paid work Q.4 

Asked of all codad 3 or 4 at 1(b) ESCEPT thoaa who have not worked before eg 

school, collaga and uniwrsity lea~rs. 

Q 4 (a) applien to all giving a date less than 12 months before date Of inter View. 

Work here refers to regular arrangement and not odd jobs. Odd jobs should be 

entmrad ●t Q S0. 

Include aB paid work any ~ holidaym or ~ Sick lea .a or tine on Statutory Sick 

Pay. Excludo peri ode when on strike. 

~ Anyone who has heen unemployed, for mre than 10 yearn (520 weeks) , and coded 3 

at 1(b) #hould be recoded 7 at 1(b) ●nd relommt questionm ‘aaked. 

R~tirmnt in hst twalm months Q.5 

‘IMS question applied ~ to those meeting the retired persons’ conditions at 

question 1, code 6. 

Looking after -ick or aged ralati - Q.6 

A relati~ for the purpose of this question umst be someone related legally or by 

blood relationship eg husband/wife, father/mon. m adcpted child is a legal 

relation whereaa a foster child is nut ● legal relation. Where a couple are 

cohabiting they are considered not to ba legaily related (for the purpose of this 

question only ). 

Permment ly unabla to work Q.7 

The term ‘permanently unable to work’ is the informant’ n interpretation which 

should k noted at Q.7 (a). ~. l’him can be an embarrassing topic and should not 

be probed too dmeply. 

Pmld work in last 12 months Q.S(a)-(c) 

It is vital that informants answering 8 (a) are asked S (b) and 8 (c). 

If less than one week in the last twaltw months pleas- note the number of days. 

Work at this question appliea to regular arrangements to work and not odd lobs. 

See Q SO for detai 1s of odd jobs. 

wote that usual nat pay and period cowred by pay is required at 8 (b) and 8 (C). 

Include as paid wrk any ~ holidays or ~ sick lea w or time on statut&y Sick 

Pay . Exclude perioti when on strika. 

56

Most remunerate - and subsidiary employment Q’s.9(a)-(c) 

It is important that where there is more thsn one job the informants most 

remunerati~ job - whether as employee or self-employed - should be entered aS the 

first job. If, on probing at this question, it is found that Q1 (a) has been wrongly 

coded, eg coded self-employed when most remunerative job is as employee then recode 

Ql(a). 

Where somsone has arrangements to work with two d.iferent employers (evsn if one 

relates to casual work), both should ba entered, with the most remunerate w job 

described firat. If an informant perfonus the same occupational duties for eevsral 

employers, (oc~pation and industry detai 1s being identical for each eg domestic 

work for 3 private intitidual~ ), count as one job but make a note. 

Where a school leavsr is unemployed, employment queetions cannot bs asked. 

Ensure that if informant is a director then Code 1 has been ringed. 

PFJICISE OCCUPATION AND INDUSTRY DETAILS ARE NEEDED. FO11OW standard Social Survey 

procedure (Handbook p. 65). Note howe vsr, that directors of limited companies 

count ae employees even if they pay a self-employed person’s National Insurance 

contribution. If such a person has been coded self-employed at Q. 1, you should 

recode. 

Note that we wish to know for smployees their position eg Msnager and the number of 

eWloYees at their place of work. For the self-employed we wish to knew h.sw many 

employees they have. This ie ao that we can code socio-econom.ic groupings to make 

the PES compatible with other surveye. 

For informants on Community Programme (CP ) (ACE in NI ) note this fact and also the 

work they are doing and the type of industry in which that work ie being done. 

Directors/Self-employed Q’s.9(a)-(c) 

Directors of a limited company are to be treated as employees bscause they are 

legally employees of that limited company no matter how small it is. 

There are come difficult casee howevsr where an informant will be legally an 

employee of the limited company of which he is a director, but for accounts 

purposes handle the income, tsx and National Insurance contributions, etc as if 

self-employed. In these cases you should record him as an employee at Q 1-9(b) but 

enter details of income, tax and N.I. as if he is self-employed. Where this occurs 

please make full notes so that the office is aware of the circumstances. 

Laet pay details Q’s.1O-17 

This seriee of questions refers to the job described in Q.9 ae the most 

rsmunerati~ job as an employee, regardless of number of hours worked. These 

questions can relate to a past job only where the informant is out of employment 

and eeeking work or about to etart work (coded 3 or 4 at Q. 1). 

If aomsone has only recently started work and has not yet recei vsd any 

wages/salary, explain this in a note together with what he expects to receiw in 

his new job, and record at checking call detaile of bis pay if the first pay is 

recei vsd during the record-keeping period. Failing this, give details of his 

wage/salaq in his previous job (if any). 

57

At the tattom of page 9 on tlm income schedule thara is a provision for racording 

the gross wage/salary according to the last pay slip,% if consulted. This figure 

should not ba your addition of the net pay and deductions. (This information can 

then be=osn checked againmt the gross ynu arri w at when checking pay detaila on 

the checking schedule) . Gross pay should be total gross pay before any deductions. 

Uaternity pay: if last pay wam Naternity Pay or Statutory M4tarnity Pay this 

should be ignored end last full pay entered. See nOteS for Q56(c) and (d). 

Nota that if the informnt hae tm jobs with the same ●mployer and the pay for both 

jobs in received together, an estimate of the separate amounts (net/groaa) should 

be obtained. 

Where, for pernonal reamona, an informant is not willing to orally & mlge 

information cm pay, they •ho~d h asked to fill in ● pink nalf caruplation sheet 

with your guidance au necessary. lhis infornmtion should then ba transcribed on to 

the income schedule. 

Date last paid and period pay cornred Q.1O & 12 

Note that if details of anticipated pay are giu?n then code ‘1‘ at Q1O rmst be 

ringed. 

Where the difference between date of interview and date last paid ia longer than 

the pay period given at this question, girn reason. Eg Informant who is weekly 

paid is interviewed on 6/5/S8. They nt.ata that thay wero last paid on 16/4/S 8 ie 

o%er two reeks Eefora interview. The reason glvan for this ia, that when lant paid 

on 16/4/8S they were paid three weeks money to co-r their holiday period and 

therefore they were not paid on 23/4/SS or 30/4/88. 

Last net vagm or salary recei wd Q. 11 

Amount at this question must include OVERTIME, BONUS, CCNU42SSION AND TIPS. 

If tips are recei-d separately, note this fact and the amount recei-d. 

From April 19S6, auployers ha= been paying the first twenty-eight weeks’ sick 

benefit in any tax year. lhis banefit is not pay and is known aa Statutory Sick 

~ and detaila ●hould not be entered at Q.11-15 (see Qs 25, 53 c 54). 

— 

Refund of tax Q. 13 

A refund of tu indtcatem that the pay at Q’a 11-17 is not USUal pay. 

Tax paymant Q. 14 

If no tax 18 paid thera will be a rmamon, eg tha earninq are too low to pky tax, 

or a refund ham been recaiwsd. The informant may not know the reason so do not 

proba too deeply. 

5 

301

O-eductions from pay for charities Q.16 

New for 1988. 

Deductions 

1. Where 

2. Where 

for charities can be of two types: 

a tax allowance is givan for the contribution ie it is tsx free 

no tax allowance is given ie tax has been paid on the wney contributed. 

Other deductions from wage/salary Q. 17 

Note that where an amount is entered the code abo vs the amount must ha ringed. 

Purpose of Deduction: Show each indi tidual deduction and amount separately. If it 

is impossible to show separate amounts, try to establiah what is included in 

composite deduction*s eg. superannuation, union dues or savings. 

Probe individual deductions carefully, eg. 

“Insurance” - 16 it life, sickness or accident insurance? 

“Benevolent Fund” - is this a paymant to a charity or SOE form of insurance and, 

if the latter, what kind? 

Please note that initials are not acceptable. Eg. FSC cOuld be Family sailing 

Club, Family Savings Club, Family Sick Club, Family Social Club, Family Sports 

Club. 

Please ensure answers are entered in correct columns and that there is only one 

amount per coding box. 

Pay slip consulted Q. 17(a) 

NOTE CHANGE FOR 19SS 

If pay slip is consulted enter gross pay at 17(a). 

If pay slip not consulted do not enter anything at Q17 (a). 

Thirteen week rule Qs.18-21,31-34 

Thase questions do not apply if informsnt ia coded 3 or 4 at Q 1(b) and has been 

sick, injured or unemployed for more than 13 weeks at time of inter tiew. 

See Q4 for number of weeks unemployed or sick. 

59 

302

Expenditure refund-d by ●@oyer Qs.18-21 ,30 

Plaaae note that questions on oxpenaen are restricted to those receimd from the 

current (or last ) ●mployar. 

Where an informant statee at Qa 18-21 or 30 that ho, has items of expenditure 

refunded, it is to be expected that similar expenditure shown in D record will also 

ba refunded and should be entered on page 40 of record keoks. 

If a fixed or mileage allowance for vehicle has hen received, then page 40 of 

racord book should contain details of refunded expenditure on petrOl etc. which 

will be refunded via the allowance paid. 

M leage or fixed allatance Q. 18 

Mileage allowance is a specified amount paid for each mile wshicle is used (eg 25p 

per mile). The mileage will wry frum week to weak. 

Fixad all~anca is a spacified oat amount per week or m.nth etc. , paid regardless 

of amount vehicle ia used. 

The amount included in laat nat pay should be entared. 

See notes above for thirteen week rule and general note cm refunds (page 60) . 

Specifiad car expanxaa Q. 19 

The amount included in last net pay should be entered. 

‘l%is covsrs such items as parking fees, repaira, etc. 

See notes akmva for thirteen week rule and ganaral note on refunds (page 60). 

‘A’ schedule expenditure refundxd by employer (pr~t card ‘J‘ ) Q. 20 

Here it will be nacasaary to r-fer &ck to ‘A‘ schedule amounta when prompting. 

See alao Q12 O on Hounehold Schedule. 

Rxcord type and amount of refund includad in laat n-t pay. 

see notes abo w for thirteen wemk rule ●nd ~neral nOte On ref~* (Pa9@ 60 )s 

Othar refunda/allWence fm employer Q. 21 

Ineludc nnly amauntx ●ctually r-funded. If ● aubaistance allowanca ia recaiwd, 

only the part ●ctually ■pant cm food, lodgings, ●tc should be included at this 

question aee notea abc.m for thirteen week rule and general note on refmm 

(page 60). 

..” 60 302

USUal hours Q. 22 

usual hours are not the same as bdsic hours. If hours excluding overtime wry 

within a regular pattern (eg 40 hours one week on day shift and 48 hours next week 

on night shift) , note the average weekly hours (in this CaSe 44) . 

Note that this question excludes all overtime. 

Average amount of owsmti.me Q. 23 

Note this question refers only to ~ owsrtima. 

Seeking job with mare hours Q. 24 

New for 1988 

This question is asked only of those working less than 24 hours per week at Q 22. 

Items affecting last pay (pKoupt card ‘K’) Q. 25 


Informants who have received state benefit bscause of unemployment could be liable 

to tax on this benefit. This tax is collected by a lunp sum deduction or through 

weekly/monthly PAYE deductions from pay when restarting work. 

usual pay Q. 26 

If a code has been ringed at Q.25, the informant would be expected to answer “No 

....1 at Q.26 or 25(a) and usual pay given at Q.26(a) and (b). 

Occasional additions to pay (bunus, etc ) in last twel w? months Q. 27 & 28 


This amount should cover the total additions to pay raceived in the last 12 months 

not just the last bonus recei -d. 

Include here only actual money income (cash, cheques, bank credit, etc). Exclude 

shares in the company or cash =lue of wuchers to spend in shops. 

occasional addition to pay (bonus, commission and motoring QS.29 G 30 

expenses etc ) included in usual net pay 

These are asked of those whose last pay was not usual. Informants may nOt have 

included a bonus in their usual net pay, it is necessary to ask if they have. 

whera bonus( es) have been included, ask inf0-nt tO esti~te ~Ount Of ~nus (es) 

tncLuded. 

61 304

Ammunt of tax relief Q. 31 

Enter the amount on which tax reliaf has Iman alla-d, not the actual amount of tax 

relief received. This amount is shcwn on the Inland Se%enue notice of coding. 

Plaase list item covared by tax r~lief. 

See notes on page 60 regarding 13 week rule. 

Lumcheon vmuchers/mmala/f md supplied fr-e Q. 32-34 

LUNCHEON VOUCNSRS : Those refar to lunch-on wuchara used by the informant — AND 

supplied by informent’s employer. 

NEALS/FOOD : AIIy free mealm to remident employees, eg. au pairs or farm workers, 

should not be entered here. 

If milk, eggs or potatoes were supplied in quantities other than those on the 

■chedule, please note this fact. 

Subsidiary amplopamt Q. 35-42 

NUTS,CHANGES FOR 19S8 

These questions are, ●ssentially, replicas of Q’s 10-17 but are for entering 

details of a subsidiary job where this is held an an employee. 

NOTE THAT THEPJI IS NO Q 43. 

Salf ●mployad income Q. 44 

Where the informant has hen self-employed for too short a period to have any 

figures awilahle code as DK BUT make a note of the last occupation the informant 

had tifore becoming self-eqlo~d and the income recei=d from that job. 

Where the infonmnt can only giw figures for a period of less than a year, these 

should km recorded. 

Note that if the anawer to this question in ‘Ni 1 Profit’, ‘Lc.aaD or DK than Q.45 

must be.naked. 

self-employ-d - money drawm from tmsineas Q. 45 

Tha purpose of thin question ia to ascertain incoma from t-ha smlf-exployed job when 

the anawer to Q.44 is ‘Nil Profit’, ‘Loss’ or ‘DK’. 

NOte that if Q45(a), (c)(i) or (d) are answered ‘DK’ yca should SC.to Q 46. 

62 

3C5

Total turrio=r Q. 46 

Is asked of all answering ‘Don’t knnw’ to Q. 45(a) or Q.45(c) (i) or 45(d). 

Self employed - sole ownership/partnership Q. 47 

Is asked of those answering Q.44 or Q.46. If informant unable to givs a cash 

amount at (a), then obtain a percentage or proportion of the amount the Partner 

expects to receive. 

Total hours worked Q.49 

If an informant has main and subsidiary self-employed jobs the hours worked in both 

jobs should be added together to provide an answer to Q49. 

‘A‘ schedule expenditure claimed for tax purposes (prOUipt card ‘L”) Q. 50 

Q. 50 deals with business expenses claimed by self-employed people for tax 

purposes, in regard to expenditure contained in or related to the household 

schedule, and relating only to interview address accommodation. Generally, the 

informant, or his accountant, will agree with the Inland Revenue that a certain 

percentage of his expenditure on an item should count as business expenditure for 

tax purposes. It is these percentages that should be noted in the box. If the 

amount has not been agreed, indicate which items will be claimed by ringing code 

and enter estimate of claim. DO NOT LEAVE BLANX . If the answer is ‘No’ to all 

items ring ‘No to all, code 2‘. 

where a self employed person claims items of expenditure for tax purposes it is to 

be expected, that if similar expenditure is recorded in the diary records, this 

should also appear at page 36 of the diary record and claimed as business 

expenditure. 

If expenditure has been claimed but informant cannot give percentages then 

a. Ask for amount claimed and total expenditure on the itsm concerned, eg 

electricity claimed = &70 p.s. on a total expenditure of f400 p.a. 

b. If percentage or amounts cannot be gi..en please ask for which items a 

claim has or will be made. Indicate these on the schedule by ringing 

code and note that informant cannot give amount or percentage. 

63 

396

Allowance, banef its, pansione (pro~t carda H+l) Qa.51-59 

SEE LIST Ct4PAGE 110 FOR METHOD OF’ PAYMSNT . 

SSS GLJ3SSARY FOR INFORMATION RSGARDING BENEFITS AND AODITIONS TO BENEFITS. 

It is iuportant that the amount entered againat ●ach benefit is the actual amount 

for that benefit only and it not the total for a combination of bnefitm ●g 

Retirement pension and Attendance Allowance. Always check for combinations of 

benef it~. If you are aware that an amount is a combination of benafits which 

cannot h separated, pleas- make a note giving the namas of the combined benaf its. 

The mmt likely benefit to b included with other benafits ia supplementary 

Benefit/Incoma Support (Q56(d) ). The inclusion of Bupplemntary Benafit/Income 

Support with another bane fit is noted at the front of the payment tiok or on 

notification of entitlement form. 

Thm amount of kmnefit laat receivsd together with the ~riod cowered is required at 

all Mnefit questions. Note that paymants are only made in multiples of a week eg 

2 waeks, 4 we.aka, 13 weeks. 

Since the introduction of Housing Senefit it has become increasingly difficult for 

informants to meparate Supplementary Benefit/Income Support and other benef its. 

D.H .S.S. has provided un with axamplen of payment books to halp informant and you 

distinguish Supplementary Benefit, other benefitn and the corponent partn of 

Retirement Pensions (Q51(b) ) and widcws Banef it (Q51(c)). 

There are two examples one buff in colour and the &h-r YO1lW. 

Buff books are used to pay ‘Su ~ lemantar 

Support on lY or 

Suppleumntary senefit/Income Supp-3rt plus other banbfitm. *Supplementary 

Pension’ /Income Support for thdsa over retirement age will k written at top of 

page 3. If an o~~er benefit is being paid on the- buok then the nama of ‘that 

benefit and the amount of that banefit bsing paid will be written on page 3. 

where Supplementary Benefit/Income Support ~ is baing raceived then at Q56 (d) 

you should enter the amount of benafit ahowri on payment orders (page 5 ●tc ). 

Whare Supple-ntary Banefit/IncoIm support plus another bnafit ara being paid you 

will naed to do a calculation. The total combined paymnt is shwn on the payment 

ordars (page 51 and from this should ti taken the amount of other tinef it (eg 

Retirement P*naion) shcwn on page thrao. Tha difference will be Bupplementazy 

31anefit/Incema Buppot% for entry at Q56 (d ) whi 10 the amount for other benefit on 

page thrae should be entered at the relamnt quention (@g Q51 (b)). 

Yallcn# books are used for brief its other than Supplementary BaneJfit. Tlmrofore if 

an informant has a yallw buok you can be asnured that Supplementary senaf it vi 11 

not be included in that bmk ●lthough it could ba in ● separate buff book. on page 

three you will find tha nema of benefit or benefits b+g paid on the book plus a 

aorias of code lattora. The key to thesa coda lcttars ia giu!n on page two of the 

book . 

If only one benefit is baing recei wsd then the total amount for that banef it ahoul d 

be enter-d at the rela=nt quention. If mre than one banefit ia being paid then a 

calculation im necemaary; for ●xample if Retirement Pension and Attandanca 

Allowance- are hing paid then the amount shcun againnt code lattar “H- ia 

Atten&nce Allowance ●nd should be ●ntered at Q52 (d). This amount ●hould bdeductad 

frca tie total combinad amount shown 00 Papnt Or*r (Pa9e 5 ) and the 

difference entered ●t Q51 (b) as Ratirament Pension.

The initials will need to be referred to 

Retirement Pension (Q51(b)) and Widows Benefit 

Points to note 

when record.in9 component parts of 

(Q51(c)). 

1) b informant may recei= Supplementary Benefit/Income Bupport snd another 

benefit in separate books eg Supplernentery Benefit in -a buff bnok and 

Retirement pension in a yelled book. 

2) AIS informant may bc receiving one benefit in e payment book and for some 

reason another bsnefit by Giro. 

Insteed of receiving payment bq bnok or giro an increasing numbsr of paople who are 

not OEE Supplementary Benefit are receiving their bsnefit by direct trensfer into 

— their bank or building society accounts. These informants will hate bsen sent 

forms BR2 198 or BR2 199 advising thsm of the smount of banefit they are receiving. 

See example of BR2 198/9 on page 66. 

Retirement Pension snd Widow Bsnefit Q51(b) & Q51(c) 

State benefits received are often sosde up of coq.onent parts and the DHSS would 

like to know tbe amount of sores of these parts contained in the total benefit 

recorded on the FES. Secause it would be impossible to do this without reference 

to documents you are asked to check whether documents are baing consulted before 

asking the new questions. Note that you are not expected to *push’ the informant 

to produce documents if they are not already doing so. 

At Qs51 (b)(iii) and 51(c) (iii) you should check what documents have ken consulted 

to give the information at Q51(b) (i) and (ii) or 51(c)(i) and (ii). If documents 

have been consulted you then record the answers to 51 (b)(iv) and 51 (c)(iv). 

The amounts for recording at 51 (b)(iv) and 51 (c)(iv) will bs shown on page three of 

the yellow book or on form BR2198 or BRZ199. on page three of the yellow book you 

will find the code letter only while on BR219B and 2199 you will find the 

description. Exsmples are given bslow. 

1) Exsmple of page two, yellow book, showing key to codes 

CHANGE OF POST OFFICE OF PAYIDSENT 

COMPLETE SPACESBELOW IN P80CASES ONLY K., - cod. 1.”.” ,b..n .,,.,;,. 

SeeP.O.R.CIX forfull Instructions r. 

(R,ti,.,n.n, P.”,,.. Uld WM.”,, bond, e,+,) 

changeolofkeprec.dure ifr.quir.d New OWC.ofpayment Ox. nampof 

(.DIvalid u.cil (d)ISramp-d) newoK,c* A - h;’,.ndm 

1 - suk?.nri~,nuun.”tl 

(c) (d) C - G“d..,.d P,wi.”owl.di., ,ny 

payment wkho.cPSQP.me.cwlcho.t PSO 

i“u.m””) 

(FIRSTOP.OER) (s~CONDOROER) 

D . *. M,wm 

s - AJ.1, m“.d,aqLw’ul, 

F - child *“*h 

G - Innlla” MdklOn 

H - Aua#MMNhn”” 

J - Mdld...l P*n910m (W.m4.4.-1 

d S“,G-Ind r’14.im.”1 

(a) 0) 

P..U;O. ) 

x - GuuumndMhlm”mP.”h.l 

Nelmb9mcuh8d 0wid9eutwn L - Mddand**”.1- Psmbl. blur 

u!lk9wdwrbsd 8nth9smnlwwflydm 

dtiu”im of●, GWrMw 

M;n;m.m P...nlnl 

~h ~. 

n - A4a,lm.1rmll.. Imrmn... 

Pddld8nIsybmwldb&A 

●xaedlngLsowhmP--dstih N - UP.?@”’ d Guu-M99* M“im”,n 

rk9n0rnbmt9d PaIoma 

Push-*”. 8 

Nanwrsdun cwoerd--Pb Qbd 

P . wi&#hh-m m own 

nnmy OnDdDYMbdwd& aaA 

m. 

Q - &ml””SUU-SIM 

65 

308

2) Example of page three, yo llw book, showing layout Of benefit and co~onent 

— 

parts of benefit. 

,. 

— 

YOU MAY CUT OUT AND KEEP THIS PAGE SSPORS CASHINO THE U~ ORDER D~ 22 FSAY 86 

22 nAY 

IpBx TOTAL fAIO.25 

PllJSION ~ 

L 1.42 

Q 3.43 

I-X k-l- 0EPART9FEnOF HEALTHANO SOCSALSECURITY,cm, NEWUmE UPON 7YNENE9.5frx 

3) Example of form BRZ 198/9 showing layout of banef it and couponent parts. 

Basicpensmn 

Add,f,ondpensmn (~) 

Adjustmentforguaranteed(K) 

m,mmum p4ms,0n 

Increase fordeferfedrm,remenf 

Basicpensmnmcremen!s 

Addmond prnsvanmcremems (M) 

Upraongofguaranteed mm,mum prmon ,ncremem$(N) 

Graduatedpenmen 

Inval,dfity addmon 

Dependencynxrcue 

Attend8nr.r dlowancc 

Md,t,onalpens

Statutoxy Sick Pay, N.1. Sickness Benefit and Q.53 

Contributory Invalidity Pension 

There are three sickness benefits amilable: 

a) Statutory Sick Pay (SSP ) 

b) N.I. Sickness Benefit 

c) contributory Inmlidity Pension 

Statutory Sick Pay is paid through the employer. The benefit ia paid for a maximum 

period of 28 weeks in a tax year. 

N.1. Sickness Benefit is paid by the DHSS for a maximum period of 28 weeks. 

Contributory Invalidity Pension is paid by the DHSS. The banefit is paid in the 

29th week of sickness and there is no limit to the nunber of weeks it can be 

recei vad. 

Sick pay by employers Q.54 

~is question mst be asked of all answering Yes to Q53. 

~is question is designed to help ascertain total income received by informants 

when absent from work due to sickness or injury. 

Sick pay by employers refers to made up pay, part pay etc, and not Statutory Sick 

~. 

Govxnment training schemes Q.55 

EXCLUDE COMMUNITY PRDGkAMME (ACTION FOR COMMUNITY EMPLOYMENT IN NORTHERN IRELAND) 

FROM THIS QUESTION. THIS QUESTION ONLY PJ3FERSTO TRAINING SCHEMSS TREATED AS CODE 3 

AT Q l(b). 

If a person is currently on a schene/prograumw enter the number of weeks completed 

to date at (b). The rider Of weeks entered at (b) should exclude any weeks 

entered at Q. 56(b). 

UnemploWnt Eenef it/currently recei vad Q. 56(b) 

If informant is currently receiving Unemployment Benefit at time of intertiew check 

that they are coded 3 at Q. 1(b). unless on short time. If not coded 3, recode 

Q. 1(b) and ask all relevant questions. 

TMa question excludes benefit for weeks spent on J.T.S. TOPS and YTS schemes etc. 

Unemployment banef it and detai 1s 

or after attendance on a J.T.S. 

question. 

If an informant is on short time 

of the weeks unemployed in last 12 months before 

‘E3PS or YTS scheme, etc should be entered at this 

they can receivs a wage and Unemployment Benefit. 

Nhere an informant has had more than one spell of unemployment in the last 12 

months make sure to record — all weeks 

of unemployment. 

and not just the number covered by laSt spell 

WP1OO1-10258 

67 

310

Bupplemntary banefit/Incoma Support Q. 56(d) 

supplementary Benefit/Incoma Supprt should h entered ●t this question whether 

receiwd on its own or in combination with another benefit. 

Household bills paid directly by supplementary mnafit/Incorm support should be 

shown at appropriate Household Schedule question with .an explanatory note. The 

payIWnt of supplementary Benefit at Q56 (d) should includa an amount for the bill 

paid direct with a note to this effect. 

See note on page 64 regarding kuff pay!aant book. 

Maternity banef its and pay (prcqt card Q) Q. 57 

Not- that thene quentions are aaked only of woun aged undar 51. 

Note that Maternity Grant has been replaced by Grant from social fund for =ternitY 

expenses. It in meane tented. 

Maternity pay fr- ●mployer Q. 57(c) 

The answar to this question should refer only to nutarnity pay under the Dnploynent 

Protection Act; it should not include holiday pay, money in lieu of notice, 

sickness benefit, maternity grant, etc. l%is will ba gradually phaaed out in 1987 

and replaced by Statutory Maternity Pay. 

Statutory Maternity Pay Q. 57(d) 

This benafit is payable by employer, and will gradually replace Maternity pay from 

e~lOYer and in ❑omn canes replace Maternity Allcwance. 

The banef it is paid at two le- lB dependent upon houra worked and length Of 

service. 

Dmath Grant/Grant frrn Social Fund for rumral Expenma Q. 58(a) 

Death Grant ham been replacad by Grant from Social Pund for Funara 1 ?txpenaes. It 

is rnana teat-d. 

Chris-a bonus Q. 58(b) 

Christmaa bonus ia paid to retirad persona and certain other people on state 

banef it. fiim ia normally paid in Hovamber in the form of an increaaed weekly 

payment, i.e. it ia not usually made aa a separate payment, but aa an increaae in 

benafit Iming recaiwsd at the the. 

Inmlid Car= Allovauce Q. 5S(C) 

New for 19SS. ‘t; ~1~ 

Payment made to those caring for long term nick.

oTHER STATE OR NI BENEFITS Q. 58(d) 

This question covars all State Benefits not covered by previous questions. 

Possible entries here are: 

i. Job Ralease Allowance 

ii. War Widow’s Pension 

iii. Industrial Widow’s Pension 

iv. Guardian’s allowance 

v. Industrial Disablement Benefit (paid weekly) . 

vi. Enterprise Allowance 

NB . Allowance for foster children should appear at Q.70 

Always give full details of benefit including government department concerned. 

Pension frun Employer, Trade Union, Friendly. Bociety, Q.60-64 

Annuity or Personal Pension or C0u3mant 


Pension from a previous employer relates not only to private pensions received by 

the informant from their own previous employer but also to a pri~te pension from 

the smployer of a deceased spouse or other relative. 

Do not include pansion from a previous smployer at Q63. 

Q62 deals with pension as member of trade union or friendly society. 

Q64 is concerned with personal pensions normally receivsd by retired self-employed 

people. 

other deduction from an amployee pension Q.61(f) 

Normally incoma tax is deducted from an employee pension (Q 61 (c)). Howe ver, some 

pension funds agree to deduct other paymenta from pension eg medical insurance 

premiums, savings. 

Ensure that this question is asked of all receiving a pension at Q 61. If the 

anawer ia ‘No’ ring code 2. 

Savings AccOu.uta (prompt csrd ‘T‘ ) Q65 

See Q81 for children under 16. 

69

Holdings of Nat Sa v. certa/SAYS/premium bonds, ●t& (proa& card ‘U’ & ‘v*) Q.66 

See Q 82 for children under 16. 

Holdings of cefiain Neti~al Savinge inwetmentn ●e ●ekecl for two reaaone: first 

to ha 1P the DHSS detarmine whmther informante would be eligible for Supplementary 

B9nef it or not: second, to protide the Oept. of National SaVings with information 

about characteristic of holderu of Nationel ●a vings in rnstments. 

Bon& and securities (prompt card ‘W‘ ) Q. 67 

NOTS CSAWGE FOR 198B 

If the informant does not know or cannot ●mthete the amount of inter-at, it WOU2 d 

be helpful to hews an idea of the amount of principal inneted, if this is 

wlunteered. 

At Q. 67(a) (i) and 67(e) (i) the amount should be after deduction of tax at ●ource. 

In rare caeea, where only the gross before tax is available, then record thie 

amount and a note rotating 0grc.me only available’ . 

At Q67(b) (i) and 67(f) (i) the amount should be kfore deduction of tax. 

At Q67 (g) note that what ie wanted ie interest from a private loan ie intereat on 

loan made by informant in a private, not commercial, capacity. 

Ncnt from propetiy Q. 68 

Include here all rent from let or sublet property except that connected with self 

— 

employment, which should be entered at Q. 44 Income Schedule. 

Othar umuned income Q.69 

Includee such inconu as; 

1. Income a- sleeping partner, 

2. InComa frruiwrier of Lwsiness who no longer tabs an acti w part ●nd hen 

installed a mnagar, 

3. Royaltien from land ●e well as books, ●tc. 

Rcgular mllowcncam racei rnd (prOX -d ‘R’) Q. 70 

Thie quention Co=re ●llmancee from co-one in Armed Forces, Marchant Navy, friend 

or relati= outaida household, organisation, alimony or separation allowance and 

allmance for a foster child. Sxclude all.ntance frcm spouse who ie an abnent 

●pandar or who ie not a memhr of the household (s-e Q71 ). 

Note that an ●llowanca for ● fester child should ~ coded 4 if from 10Cal authority 

and coded 5 if frca anothar source. 

SSE MSO SECTION As(b) (page 18). 

70 

313

Allowance recei vad from or bills paid by sn absent spouse Q.71 

or spouse who is not a household member 

Details of any regular allowance paid by an absent spouse or a spouse who is not a 

household msmber to anyone present in the household should bs recorded. For an 

absent spender this wi11 be in addition to their proxy income detai 1s. 

If the spouse who is present in the household draws money from a joint account the 

amount &awn should be recorded. Also record details of any bills paid direct by 

the absent spender or spouse who is not a household member. 

SEE ALSO SECTION A8 (b) (page 18). 

Coal or coke from employer Q. 72 


This refers to coal or coke receivsd from a present or former employer, eg NCB, 

Pilkingtons. 

Record whether it was ordinary household coal or, if a special fuel, give the name 

eg Phurnacite, StovesSe, Gloco, Sebrite, Coalite, Rexo, Warmco, Cleanglo. 

If fuel is free but haulage paid for, note amount paid for haulage in previous 12 

months. 

Where an allowance is received in place of free fuel there is no need to record it. 

Income from the sale of coal or coke need not be recorded. 

Concessionary bus passes/tokens/ticket8 Q. 73 

Exclude weekly or season tickets mentioned in household schedule. 

Data collected for Q. 127 household schedule can, if necessary, bs used to prompt 

this question. If the area does not havs concessionary bus pass travel, then 

code 3. 

mail order agants/bAby Sitters Q. 74 

If income is received for work as a mail order agent @ as a baby sitter, enter 

combined total at (a). 

NB . Child minders should be treated as self employed. (See Q44) and code 2 at 

Q1 (a) if this is their main occupation. 

Income in the form of goods acquired from a mail order club should not bs 

entered. 

71 

314

Tax paid direct to Inland Reusnue Q. 75 

Do not enter amounts of tax here that are duplicate of tax paymentS elsewhere on 

the mchedule, or are in respect of interest from stocks, shares etc at Q. 67(a) and 

(e). 

Note this does not include Value Added Tax (VAT). 

2ncome tax refunded direct by Inland Rmvenue or DESS f).76 

Note that refunde frcm DHSS are included. DIMS can refund Income Tax if lnfO_nt 

is or van unemployed. 

Tax refunds recei=d through pay are not to be included at this question (see 

Q.13). 

Direct refunds of tax previously paid by amployees under Pay AS You Eam (PAYE) are 

normally due to change of circumstances, eg unemployment, redundancy, retirement, 

mortgage or marriage. 

National Insurance (NI Contributions) Q.77 

NOTE FILTER BASED ON AGE AND SMPLOYNENT STATUS 

Q.77 1# aaked for amryone coded 2-7 at Q1 on the B schedule. 

Do not include lump sum payments of NI contributions by melf-employed, non-employed 

or those making up contrikmtions, theee mhould appear at Q.7S. 

Payment of NI contribution diract to Inland Re wnue/DHSS Q. 7B 

This will apply mostly to self-employed people, who usually pay a basic weakly rate 

of National Insurance, and, at the end of the financial year (when profits or 

losses am calculated), pay a percentage Of the prOfita. 

Informant maY, howowsr, h reeking up dsning contribution, ewm though employed 

or non-employed. Record all cases and the reason for payment at Q. 78. 

Voluntary contribution when they are paid regularly (ie not e lump cum), should be 

entered at Q. 77 and not at this question. 

— 

Money s.nt abroad Q. 79 

Information collected at this question is to giw an Indicaticm of monay being mmnt 

out of the country. This information was previcualy collected by the ~nk of 

rngland under exchanga control regulations. It MY be usofu2 to point out to 

informanta that wc & not aak to which country the money la being sent. 

72

Only money aCtUally sent abroad should be entered. Money given to an individual or 

charity in this country and subsequently sent abroad (eg Oxfam, Christian Aid) 

should not be entered. 

Estimates are quite likely at this question; this is acceptable and preferable to a 

‘don’t know’. 

Amount recorded should be in A sterling. 

Incoma from occasional jobs Q.80 

Only odd or occasional jobs should be entered here. If a job appears to be a 

recurring undertaking, regardless of hours worked, then the details should be 

entered elsewhere in this schedule, eg, Qs 9-34 for employee main jobs; Qs 35-42 

for smployee subsidiary job or Qs 44-50 for self-employed jobs. If necessary recode 

Q1. 

If informant intends to undertake the job again in the future 

fact. 

Students holidays jobs should not be shown here but at the 

dependent upon their present situation. 

NB. A separate line should be used for each tiresodd job is carried out 

please note this 

relevant section 

Children’s income - children under 16. (Prompt cards ‘y$ and $z$ ) Qs.81 G 82 

Income of children under 16 is asked of the parent/guartian, to ensure that we get 

income of the whole household. 

Q81. Include any regular income, howemr small, eg from newspaper round, building 

society. Note that if there is more than one source of income then detai 1s of 

second income should be recorded in margin. 

Do not include Child Benefit (enter at Q51 (a)). Do not include cash gifts or 

pocket money. 

QB2. Record answers in the same way as at Q66. 

SAVINGS QUESTIONS QB3-93 

NOTB CHANGE FOR 1988 

These questions are included at the request of the DHSS who are trying to estimate 

eligibility for certain benefits. 

The questions should be asked of all spenders — and for children under 16. DO NOT 

INTERVISW CHILDREN UNDER 16. 

Husbands and wi vas should be treated as one unit and their total values of assets 

should be put in the same column. If there is a second married couple, in the 

household then remember to treat them as one unit and use one column putting both 

their person numbers at the top of the column. 

73 

3i6

The asset questions Qs85-93 will not be asked Of all FES HOuSehOldB. Only those 

households in which a married CU@a ~ other individual whose estimated total 

assets are within the range of El ,000-s10,000 will b eligibla to be asked Qs85-93. 

W- estimate that only one in four hmuseholda will fall in this range. Where a 

married couple or individual has asaets of less than Al,000 or more than 210.000 

they will ha= been filtered out at (p4. 

1) The first step (s93) is to proqt the liquid assets which are to beincludad in 

tha clef inition. This is done by reference back to tha follcwing item cm the 

household and incomn schedule-, or ty using a spare copy of page 58 (from pad 

of continuation pages) and ticking relevant items as investment income 

questions are asked. 

Household nchedule 

Income schedule 

. “ 

Page 50 Q103 ) 

“ 41 Q65(a)-(c) ) 

“ 42 065(d)-(f) ) 

. “ . 

43 &6(a)-(c) ) Spmnders only 

. . . 44 Q66(d)-(g) ) 

. “ . 45 Q67(a)-(c) ) 

. m . 46 W7(d)-(g) ) 

. . . 55 Qsl ) 

. . . 56 Qs2(a)-(c) ) Children under 16 

“ “ . 57 QS2(d)-(g) ) 

wo large asterisks havx been printed at the top and bottom of each of these pagea 

to enable you to refer back more easily. 

2) The next step is to ask Qss5-93 which are opinion questions about the total 

value of the aaaets (or holding=). It ia not necaaaary for the informant to 

aaarch out records; howe%er do not discourage them. 

Accounts and investments held Q93 

Tick the type of account or inwat-nt held. 

Note that for childran under 16 you will need to check at QE 1 (page 55) for any 

mention of investment income and at Q82 (pagea 56 and 57) for any National Savings 

holdings. We do not kn- if children han bank or giro accountn. 

~is is a filter question aakad of husband and wife together or of individual 

spenders or father or mXher abut a child under 16. (Do not intarviaw children 

under 16). 

If tha rnlua of asaeta is moro than 61,000 and laas than 610,000 then QsE5-93 are 

aakad aa relevant. IT IS IMPORTANT TO STSJISS Tt-IATASSETS AFCf RESTRICTED TO THE 

ACCOUNTS SPECIFIED AT QS4. DO N~ INCLUDE ANY OTHER ASSETS SUCH AS VALUE OF 

HOUSE. 

~t in bank/girO account (●xclude savlngm acccunts ) QS5 

NOTE C-IANGE FOR 1988 

Che& back to QS3 to ●ee if bank/giro aCCOUnt held. If Y-8 ask Q85. 

If mcnay ia laft in ●ccount at and of last waek/month ask S5(a ). 

If money ia not left in account see m6. 

74 

317 

,.

Amount in Sa tinga Accounts Q86 

This question covers investments in: 

National Savings Bank, Trustee Savings Bank, Building Society Deposit or Savings 

Accounts in banks. Current balances required as accurately as possible. Check 

back to Q83 to see if any savings are held in theee. 

Value of National Savings Certificates Q87 

Check back to Q83 to see if index linked or fixed interest certificates held, if 

they are then ask QS7. It is important to note exactly which issues are held, how 

many certificates are held, when they were acqlired and finally and finally note 

their approximate total value. 

NE. National SaVingS Certificates have an issue number eg ‘23rd issue’ this is 

required under ‘Issue Details’ . 

Value of National Sa Vings SAYS QB8 

Check back to Q83 to see if held. 

If held obtain issue details, date savings started, amount of regular payment, 

period covered by payment and an estimate of amount saved to date. 

Value of Pramium Bonds Q9O 

Check back to QS3 to see if held. 

It is not necessary to specify each bond held - only the total amount. 

ValUe of National Sa ViUgE Incoms and Deposit Bonds Q91s92 

Check back to QS3 to see if held. 

Racord number and value of konds. 

Other type of securities Q93 

IT IS INPORTANT TO FTJLLY DESCRIBE SECURITIES HELD , THE NUMBER OF SHARE 

CERTIFICATES, THE 3XACT NAME OF THE SECURITY AS WNLL AS AN ESTIMATE OF TsE TOTAL 

VALUE HELD. 

Chack back to QS3 to see if any of the following held: 

Go vernmant gilt edged stock 

Unit trusts 

Stocks, shares, bonds, debentures and local authority securities 

Other securities 

75 

318

?irst checks at home BACK PAGE 

New for 19S8 

Thase checks arm essential to enmure that documantn are processed correctly and 

quickly by Department of Employment. 

76 . ‘-319

SECTION INDEX 

Diary record booklet -introduction (D) ...................................... 

Order of diary contents (Dl) ................................................. 

The order of diary headings (D2) ............................................. 

Points to remember when leaving diariea (D3) ................................. 

General points including credit card and charge card acquisitions (D4) ....... 

Food and drink bought home (D5) .............................................. 

Take away meals bought home (D6) ............................................. 

Meals, snacka, sweets, ice cream etc brought and consumed away from 

home (D7) ..................................................................., 

Beers , wines , spirits and other alcohol drinks bought and consumed away 

from home (D8) ............................................................... 

Cigarettea and tobacco, newspapers , magazinea, books, postage (D9) ........... 

Clothing, clothing material and footwear (D1O) ............................... 

Travel by rail , bus, air, taxi - motor vehlclea, cycles etc (Dll) ............ 

Fuel and light, household goods, cleaning materials, furniture (012) ......... 

Lessons , gifts, playschools , deposits, installments and credit card 

payments (D13) ............................................................... 

Shopkeepers , farmers etc (D13) ............................................... 

Holidaya starting and ending during record keeping (D14) ..................... 

Holidaya starting during record keeping but ending after record keeping 

period finishes (D15) ........................................................ 

Buaineas trips (D17) ......................................................... 

Monthly accounta (D18) ....................................................... 

Page 36 -refunds and betting (D19) .......................................... 

Credit cards -accounts paid (D20) ........................................... 

Check ing achedule’K’andge neralchecks( .... ............................... 

Checks on first three quotas (7.5) ........................................... 

Posting diariea in lieu of final call ........................................ 

PAGES 77-90 

CHECKING SCHEDOLE 

GEhERAL CHECKS 

77 

77 

77 

78 

78 

79 

80 

81 

82 

82 

82 

83 

83 

83,84 

85 

85 

86 

87 

87 

87 

87 

88 

88 

90

DIARY RSCOFD BOOKLET - INTRODUCTION SCHEDOLE D 

From 1988 these are the follming changes to the &ary. 

1. There is no longer a credit card account payment page. 

2. Wtere a credit card account has been paid during the 14 days record keeping 

any interest on the account should b entered on page 36. 

3. For daily item (right hand page) the name of the store where bought IS 

required. 

4. For alcoholic drinks whether purchased at off-licence or licenced premises is 

required. 

Order of diary contents D1 

Front page : 

Pages 2 and 3 : 

Pages 4 and 5 . 

Pages 6 to 19 : 

Page 20 

Page 21 

Pages 22 to 35. 

Page 36 

Page 37 

Page 3S 

Page 39 

Page 40 

The order of diary headings 

1. 

2. 

Left hand page 

containing boxes for reference number, date of next call and 

retorting Credit card information and xnstructlons 

containing explanatory notes 

containing example pages 

first week record keepin9 

blank 

leading page for second week 

second week record keeping 

refunds, winnings, and credit card account Interest 

reference llst of items 

informants notes 

inter w.ewer checks 

Further information check list. 

a. Food and drink brought home. 

b. Take away meals brought home. 

U ght hand page 

a. 

b. 

c. 

d. 

e. 

,. 

f. 

Meals, snacks and non-alcoholic drinks bought and consumed away from 

home. 

Beer, wine, spirits and other alcoholic drinks bought and consumed away 

from home. 

DailY shopping items (other than food) eg cigarettes t tO&ccO, ~tches 

cleaning materials toiletries cosmetics, stationev etc etc. 

Clothing, clothing material and footwear 

Tra Wl by rail, bus, air, taxi, motor vehicles, cycles etc 

AIIy other pamntS. 

D2 

321

ALL EXPENDITURE SHOULD BE RECORDED IN DIARY EVEN IF ALRSADY FCSCOROED IN HOUSEHOLO 

SCHEDULE (SG ELECTRICITY BILL) . 

Each diary should be the spender’s own record. It should be filled in by the 

spender although you should assist in dealing with any difficulties. Smphasise 

that the diary is confidential to the person completing it. Occasionally someone 

will insist on keeping details on separate pieces of paper, and later ask you to 

copy them into the diary. You should emphasise that it is the indi vidual’s own 

account of their expenditure that is required, and try to persuade them to use the 

diary. If you hava to make entries in such cases, explain how this happened on 

page 38 of the diary and if you can, attach the inditid”al’ s own notes. If 

difficult cases, make additional calls. 

A blind person, or anyone unable to write, should be treated as a spender, but 

their records will have to be kept by someone else in the household. YOU should 

then assure yourself of the general accuraq’ by going through them with the spender 

in question, noting that this has been done on page 38. Alternatively, you may 

enter the expenditure for the spender in question, but this will necessitate 

calling several days a week. 

Points to remember when leaving diaries D.3 

Before leaving a diary with a spender you should:- 

a. 

b. 

c. 

d. 

e. 

Fill in th( area, serial, household and person number. For serial 

numbers and person numbers, remember the leading zero 

Date at least the first 7 days of each diary and ring the day of the 

week. Explain that you will date up the rest when you call back in a few 

days. This will save time if you havs several spenders and leaves the 

door open for interim call. 

You can date up diaries for the whole 14 days if this is more convenient. 

Enter the starting date of record keeping on page 1 of the ‘A’ schedule. 

Enter a day, date and time for the next call on front cover. (You will 

still mke an intertiew checking call between 3rd and 5th day). 

Ring Y if credit card held or ring X if no credit card. 

General Points D. 4 

It is not necessary to explain all Of the points nwntioned below when leating the 

diaries. You should, howe vt!r, ensure that the books are completed in sufficient 

detail when you make your 5th day and final checking calls. 

a. Each item should be entered on a separate line and individually priced. 

(Grocery bills pinned to the appropriate page mst be itemised and copied 

into the record book before oostina it to the office) . Continuation 

pages are supplied for use when it is found or expected that a shopping 

list will cover more than one page. 

7B 

322

. You should not accept Ltenused till receipts. Items on these should be 

entered into=he diary by the informant. If they, absolutely refuse to do 

It then yOU should COpy details in. ~y tmdget returned tO H.Q. without 

this being done will be rccurned to you as we do not have the facilities 

for copying. Itsuused rscelpts are usually usry clear but re~attably we 

cannot use them as each item has to ha= an indi ndual code nUIUbeX added 

to it for processing purposes. It is for this reason that each item has 

to haus its own line in the diary. 

c. All amounts of money spent during the two weeks umst be entered, 

Includlng money spent on those items already entered on the household 

schedule. 

d. Drilymoney paid out by the household should be recorded. Goods acquired 

but not yet paid for (eg budget account) should not bs shown except where 

e credit card, charge card or grocery account is invol Ed (see below 

D5). 

e. Where luncheon vsuchers are used, record tha total cost, eg meal costs 

S2. 50, luncheon muchers used ham wlue of &l, additional cost S1 .50 - 

Record L2.50. 

f. See section D1 3 for shopkeepers and farmers and section D15 for holidays. 

9. Make sure that L and p signs are not written in and that s1l entries are 

within the columns. Make sure = ‘office use only’ colurrm IS left 

blank. 

h. The notes on pages 2 and 3 of tiary which form part of these instructions 

should be brought to the informants attent~on. 

i. A1l acquisitions by ‘credit-card’ or ‘charge-card’ shOuld ~ recOrded 

in tiary on the &y the goods were acquired. The words ‘credit-card’ or 

‘charge-card’ must be written beside entry. 

Food snd drink brought home - (except take away maals, meals, out etc) D.5 

This includes food and drink taken into another person’s home (eg for a party) . 

When you probs an item which does not require a change as a res!ult of the probing 

would you please note this or we will assume that entry was not probsd, eg Milk 

bill - if you do not add ‘milk only’ after probing we will assume that entry was 

not probed and that the milk bill could include amounts for items other than nulk. 

a. For meat, fish, fruit and vegetables we need: 

ii. 

i. 

Type - eg pork, beef, cod, apples, peas. 

Whether it was bought fresh/raw, frOzen/ tinnedt -iedt bOttled~ 

cooked etc. 

b. Baby food: Itsrnise type of food, eg dried milk, rusks, cereals, tinned 

or bottled foods. 

c. Milk bill: Is it milk or doe= it include eggs, cream etc? If SO, 

itsmise. If only milk, state this beside entry, for exsmple “~lk bill 

(milk only)”. 

79 

323

d. Bread bill: Itemise cakes and bread separately, or note “bread OIIly,o. 

e. 

f. 

9. 

h. 

i. 

Alcoholic drink: Itemise type of drink, eg beer, wine, sherry, ~rmouth, 

spirits, etc 

Soft drinks: Note whether squash or fruit juice. 

Grocery accounts: On the regular commitments sheet, you should check 

whether the account will be paid within the record-keeping period. 

If will not be paid: no information is required. 

If will be paid: check whether the informant can list each item and 

price separately. 

i. If can itemise: on the day the bill is paid list each item 

purchased on the account on a separate line. (NB YOU may, in some 

cases, have a whole month’s groceries listed) . 

ii. If cannot itemise: The informant should also note down on each day 

any items obtained on this account. Where possible, he/she should 

also enter the amount to be paid for the purchase to the left of 

the L p column, and note that the goods are “on account”. 

On the day the account is paid, the informant should enter the 

total amount of the grocery account with a note indicating that the 

bill cannot be itemised. 

Purchase of food, sort &inks dnd alcoholic drinks by credit-card or 

charge card - see D4 (i) above. 

It is important to brief informants to enter the name of the shop where 

food, soft drinks and alcoholic drinks brought home were purchased. 

This is to improve the Retail Price Index. The main emphasis is on the 

WW lar9e multiple retailers - therefore it is not necessary to know the 

exact name of a small independent corner shop, e.g. ecorner shopt will be 

sufficient in such cases. 

Take away msals brought home 06 

Any take away reals, eg fish and chips, Indian, Chinese food, hamburgers, fried 

chicken, which ham been prepared at a catering establishment and brought home for 

consumption should be entered under this heading. 

The informant should note whether food brought home was bought hot by writing ‘HOT’ 

beside entry; VAT is n~ charged on ~ take-away meals. 

Meals on wheels should bs entered under this heading. 

Where luncheon vouchers used, see D 4(e) . 

Take away meals purchased on credit card or charge card - see D4 (i) above. 

Meals, snacks, sweets, ice cream, etc bought 6 congumsd away from borne D7 

This section has two main headings which divide meals/snacks/sweets/non-alcoholic 

drinks/ice cream consumed away from home by where they were bought, ie at workplace 

or elsewhere. 

80 

fJ~~

a. 

b. 

c. 

d. 

e. 

f. 

NB 

— 

Food bought at workplace. This includes ueals/snacks/sweets/non-alcoholic 

dr~nks/ices bought at any workplace, not only one’s own workplace (ie include 

~tsms bought at a workplace baang vis~ted) . 

Itsms Imught at works canteen, staff &nlng room, staff tea clubs, staff rest 

room, Staff tea bar, staff vending machines, etc. can be included under this 

haadxng. 

Food bought elsewhere 

The informant should note whether food in this section was bought hot by 

writing ‘HOT’ baside entry. 

‘fhis would be other msala/snacks/9weets/non-alcoholic &inks/ices imught and 

consumed away from home. 

Items imught at restaurant, cafe, hotel, publ>c house, snack ,bar,fimh and chip 

shop, cinema, cake shop, kiosk, railway etation, race couree, exhibition, 

school shop, tuck shop, etc. can ba included under this heading. 

Code 1 should be ringed if the food was eaten on the premises where bought, eg 

congunwd at table m restaurant. 

Code 2 should be ringed if the food was eaten away from the premises where 

bought, eg. chips or Lce cream bought at shop and eaten on the etreet, bar of 

chocolate bought at kiosk and eaten on street. 

NB . For take away meals brought home see section D6. 

Tips and service charges 

These should be included in the cost of the meal. 

Alcoholic drinks bought and consumed with meal 

Cost of alcoholzc drink bought and consumed with meal should be shown 

separately in section headed - BEER, WINE, SPIRITS AND OTHER ALCOHOLIC DRINKS 

BOUGHT AND CON SUMED AWAY FROM HOME. The words ‘wLth meal’ should be written 

beside the entry. 

Itemise separately beer, wines, wrmouth, sherry, pert, tonic wine, madelra 

and spLrits etc. 

IF NO ALCOHOLIC ORINK TAKSN WITH MEAL, ‘NO ALCOHOL ‘ SHOULD BE WRITTEN BESIDE 

THE ‘MEAL OUT’ ENTRY . 

If alcoholic drink taken with meal, but amount gpent cannot be ~temised, wr~te 

beside MSal out entry ‘amount for alcohol not known’ 

Alcohol>c drinks bought and consumed away from homa on their own should be 

entered in the nectlon headed ‘Beers, wines ... etc’ (See section DE ). 

Soft drinks 

Soft drinks consmed away from home should be recorded in either part 1 or 2 

meals out section. 

Snacks 

If 

For 

a snack is purchased please 

meals, snacka etc bought by 

itemise, eg cheese roll 25p, cup of tea 18P. 

credit card or charge card see D4 (i). 

81 

.’

Ssers, wines, spirits and other alcoholic &inks bought and 

consumed away from home D8 

Starting in 1988 code 1 should be ringed if alcoholic drink bought at off-licence 

(including supermarket etc) and code 2 ringed if bought elsewhere (eg public house, 

club) . This is to help improw? the Retai 1 Price Index as different prices are 

charged at different outlets. 

I Alcoholic drinks taken with meals should be entered here. (See D7). 

I 

I 

Itemise separately beer, wine, vsrmouth, sherry, port, tonic wine, madeira, etc 

(See D5 and D7 for soft drinks). These reflect different excise duty. 

If a number of drinks were bought and there was a mix of wines, beers, spirits etc 

which the informant cannot itsmise then obtain an estimate of how much spent on 

each. 

~ Alcoholic &inks bought by credit card or charge card - see 04(i) . 

Daily shopping itsms (other than food) eg cigarettes, tobacco, matches, 

cleaning materials, toiletries cosmetics, stationery, newspapers, 

magazines, bceks, postage D9 

Starting in 1988 the name of the shop or store where item bought should be 

recorded. This is to improve Retail Price Index - see D5(i) above. 

a. Newspaper bills 

Itemise newspapers and mgazines. 

b. Postal Order 

If a postal order is purchased during the record-keeping period, the -Iue 

and poundage should be shown on separate lines. 

If the postal order is used during the record-keeping period, note what it is 

for and date used. 

EXAMPLE 

Postal order - Football pools - posted 1lth January ........ 75p 

Poundage ................................................... 21P 

If not used during record-keeping period note this fact. 

EXAMPLE 

Postal order -not used-. ................................. 75p 

Poundage ................................................... 21p 

NB . It is essential that any postal orders recorded in first book, and not 

used by end of first week, should be checked by you at the end of second 

week. 

c. Note whether tobacco is for pipe or cigarettes. 

~ Items purchased by credit card or charge card - see D4(i). 

Clothing, clothing materials and footwear D1O 

For clothing and footwear give person number of wearer. If wearer not in household 

note whether for adult or child, male or female. If child, give age. 

NB Items purchased by credit card or charge card - see D4(i) . ~:: 

82

~a%el by rail, bus, ●ir, taxi - motor wehiclag, cycles,,,etc Dll 

a. Expenditure 

State whether by bus, rail, tube etc. Season tickets o state mde(s ) of 

transport inmlwsd, 

Check whether this is the first season ticket. If it is, write “first ticket” 

beside entry, if not check back to Q83 Household schedule to see if there 1s 

or should bs an entry there. 

Bus and train fsres should be probed to check whether school farce. If they 

are, wrxte “school fareS” bsside them and check Q102 on Household Schedule. 

Garage bill=: itemise petrOl, oil, labour, parts, accessories, VAT etc. 

Amounts paid for petrol, diesel 011 and other msterlals must bs shown 

ind~tidually. 

Spare perts probe what for, eg ‘battery for car’ . 

b. Refunds 

Note items refunded and check page 36 of diary, question 120 on household 

schedule and questions 18, 19, 20, 21, 30 and 50 on income schedule. 

Petrol refunds: note if additional to any nuleage allowance recei=d. 

NB ItemS purchased by credit card or charge card - see D4 (i ). 

Other payments including fuel, light, ●ntertainment, hairdressing, D12 

holidsys, furniture, houmehold ~oda, domestic heIp, lessons, 

deposits, instalmmnta etc 

a. 

b. 

c. 

Fuel and light 

Watch for amounts set aside to pay future bills. These should bs noted as 

‘set aside’ . 

Slot meter paymsnta - note whether for gaa, electricity, etc. 

If coke or other emokelees fuel, obtain brand namss. 

Household gvods and furniture 

Note whether nsw or mecond hand and whether powered by gas or electrzc~ty. 

Spare parts - proble what for, eg ‘burner for gas cooker’ . 

Lesnons 

If payments are recorded fOr lansOns, eg drlting, keep fzt, aer0b2cs# music, 

check whether this is FIR-ST lesson; if not ask Q. 112 and 116 On hOv~ehOld 

schedule. If it iS first leeSOn, mite ‘firSt lesSOn’ a9aLnSt ●ntry. 

83

d. Play schools/Nursery Schools 

Fees for playschools/nursery schools, when paid &ily or weekly, should be 

probed to ascertain whether they are in fact for schools, and not for 

playgroups or nursery groups. The essential pOint is that a school provides 

some form of education and is often attached to 4 state or pri ~te infants I 

school. 

If the entry is for a school, check whether this iS first payment, and, ~ 

not, ask Qlll, 112 and 116 on household schedule. If it is first payment, 

write ‘first paym ent’ beside entry. 

If expenditure is for playgroup, note this fact. 

e. Gifts and presents 

f. 

9. 

h. 

i. 

j. 

i. If gift/present is not cash specify the item purchased. 

ii. If gift/present is cash to another household member write ‘cash’ beside 

entry and note person number of person the money is given to, eg ‘cash 

to P2’. 

iii. If gift/present is cash to someone outside the household write cash 

beside entry and note ‘ to somsone outside household’ . 

iv. Pocket money. Note the person number of the child the money was gi..en 

to. There is no need to find out what the child spent the money on. 

Deposits 

State what the deposit was for and whether it was towards a CASH purchase or a 

C8EDIT acquisition. 

Installments on credit agreement, mail order and insurance premiums 

If any payments are entered in the record book which do not appear on the 

household schedule, check whether the household “as already pay~~g this item 

at the date of the household schedule interview. If they were paying, enter 

details on the household schedule. If they were not paying, note that it is a 

“new commitment”, and do not enter on the household schedule. 

Christmas and savings clubs 

Note the purpose of the club, 

etc. 

Home maintenance, improvements and installations 

w purchase of toys, groceries, hampers, tools 

Probe whether DIY or contracted; if DIY obtain break-down of material costs. 

For installation costs, note whether installed by informant or builder. 

Specify type of improvement in full eg additional garage, built-in bsdroom 

furniture. 

Expenditure on other premises 

Where there is expenditure on a second accommodation, note whether this is a 

permanent second dwelling, eg holiday home, or accommodation to which all or 

part of the household will bs moving. 

Specify type of expenditure in full (see ‘i‘ above ). 

84 

328

k. 

1. 

m. 

n. 

0. 

P. 

~ 

Pap ents for sports 

Note whether payment was as a spectator or as a participant. 

Medical/Dental/Optical treatment or prescriptions 

Note whether National Health Ser..mce or private. 

Food for animals 

Note whether fit or unfit for human consumption. 

Holiday payments 

Note whether holiday is inszde or outside the UK 

BUSineSS tripa - see D17 

(SM D15-17). 

Money gi -n to children for school meala/nchool trawl. There ia no need to 

probe to find out If n fact the money was apent on school meals or travel to 

school. 

Purchases by cred~t card or charge card - see D4(I) . 

Shopkeepers, farmers etc D13 

Shopkeepers, Farmers etc 

If they consume goods which they would normally sell commercially, these goods rust 

be entered. 

a. Where the informant actually puts money in till for the goods, the amount 

should be recorded. 

b. Where the ~nformant does not put money in the till for the goods then the 

price he would hate sold the goods for should be entered. In the case of 

farmera this may be an approximation. 

The words “OWN SHOP” or “OWN FARM” should be entered (bes~de the item) m 

order to indicate that no actual cash was pad out at the t~me. 

“OWN SHOP” includes any undertaking other than farm, eg newsagent, grocers, 

garage, printers, dry cleanera. 

Holi.dAys starting and ending durinq record keeping D14 

The treetment of expenditure while on hollday depends whether the holiday is In the 

UK (England, Scotland, wales and Northern Ireland) or abroad. 

a. Holiday in UK 

Informant should be asked to malntaln diaries as if they were at horns ze 

record all expenditure ind.indually. Diaries WL1l bs collected by ‘You at 

final call. 

85

. Holidays outside UK (including Channel Islands and Eire ) 

Informants should be asked to record daily totals spent together with name of 

county in which holiday was taken. Diaries will ba collected by you at final 

call. 

Holiday expenditure by credit card - see D4(i) 

Holidays starting during record keeping but ending D15 

— 

after record keeping period finishes 

Treatment of expenditure while on holiday and method 

depends on whether the holiday is in the UK (England, 

Ireland) or abroad. 

a. Holidays in UK 

of returning diaries to you 

Scotland, Wales or Northern 

Informants should be asked to maintain diaries as if they were at home ie 

record all expenditure individually. Diaries should be posted back to you in 

en~lopes provided (eee also section A7 (page 17)) 

b. Holidays outside ~ (including Channel Islands and Eire) 

Informants should record on page 38 of diary the following information. 

1. Number of days they will be outside the UK 

2. The amount of tra..ellers cheques and currency they will take outside UK 

3. The estimated mlue of any ordinary bank, cheques they will write outside 

the UK; 

4. The country in which the holiday will ba spent. 

This information allows us to proportion the amount of total expenditure abroad 

between that within the record keeping period and that outside the record keeping 

period. 

The diaries should be collected on day before holiday or be posted to you on that 

day. 

Holiday expenditure by credit card - see D4 (i ) 

Holidays due to start after record keeping period D16 

All expenditure in preparation for holiday eg deposit, final payment or purchase of 

travelers cheques or foreign currency should be recorded if they occur during the 

14 days. 

Bank charges for travallers cheques or foreign currency should be itemised 

separately from the cheques or currency. 

If the holiday is to be taken in England, Scotland, Wales or Northern Ireland, 

write ‘IX’ beside entrv. If it is to be taken outside the UK note coUntrY in which 

holiday will he spent. 

NB Channel Islands and Eire are NOT 

— 

Holiday expenditure by cradit card - 

in UK. 

see D4(i) 

86 

330

BuslneSs trips D17 

Where a m?mber of the household takes a business trip then the action kto be taken 

is the same as for holidays (see D14-16). A careful check should be made for 

refunda. 

Monthly ●ccounta DIE 

Where an informant hag an inforrcal arrangement with a shop, action (as described 

under D.5(g) for grocery accounts) should be taken. 

Pag- 36 - rafunda and betting D19 


Please emure that this page is completed. If there are no Iefn& or winnings, a 

line Ghould be drawn through boxes to indicate this fact. B-fore doing this, Qs. 

120 household schedule and 18, 19, 20, 21, 3@ and 50 incoma schedule should be 

checked to see if refunds would have been expected on expenditure in Record Book. 

1. 

2. 

3. 

Refunds 

If there is no entry In this box, probe to check whether any ~tems of 

expenditure ahcmn in dxaries are refundable. This 1s especially important if 

there are ~terrs mentioned at lB, 19, 20, 21, 30 and 50 on the income schedule. 

If no items are refundable, draw a llne through the tax. 

CredLt card account interest where account is paid 

If a credit card account 1s paid during the 14 days record keeping period then 

any interest shown on that account should be recorded here. 

Betting winnings 

If there is no entry in the box, query w>th informant, and if there are no 

winn>ngs draw a line through the lmx. 

card account paymentm D2O 

The credit card sheeta pre VIOUSIY in the diary have been ●laminated. Where a 

credit card account is paid it should be recorded in usual way with interest 

●ntered on page 36. 

Intervlawar checks D21 

Note that for 1988 page 39 of the diazy record contains 4 checks that were 

previaaly on the ‘K’ schedule. These checks should k carried out on all diary 

records. 

?urther information r~red D22 , 

Note that for 198B page 40 contains a nection for you to note what further 

information you require from informant. Precarbonised pads of this list will 

continue to be available if required. 

87 

331

CHECKING SCHEDULE K AND GSNENAL CHECKS 7.1 

For 1988 the checking schedule has baen extensimly revised in an effort to make it 

easier to complete and ideas from inter viewers who tested it haw been 

incorporated. Over the years the K schedule has proved itself by reducing postal 

and interviewer referrals by 60%. 

Checks are now also included on: 

Household Schedule Page 68 

Income $chedule Page 68 

Diary Record Page 39 

CEECKING SCHSOU1.E CONTENTS 7.2 

Pages 1 6 8: Diary checks 

Page 2 : First check at home 

Pages 3 6 4: Consistency checks 

Pages 5 ~ 6: Specified checks 

Page 7 : Final check at home 

rIANY CHECKS (Pages 1 & 5) 7.3 

These should be carried out at final call, 

FIRST CHECK AT kiOME (Page 2 ) 7.4 

This page covers checks on insurance, loans, gross pay and an optional check on 

some ‘A’ Schedule regular items. 

CONSISTENCY CHECKS (Pages 3 & 4 ) 7.5 

The checks on these two pages nnst be carried out by interviewers working cm their 

first three quotas. After the third quota they can ba continued if you find them 

helpful. 

5PECIFIED CNSCKS (Pages 5 s 6) 7.6 

These nmst ba carried out on all quotas. 

FINAL CHEa AT IIOMS (Page ?) 7.7 

88 

332

FINAL CALL ROUTINE : OTHER THAN RSGULAR COMMITMENTS 

The routine shown at the top of page 7 of checking schedule should be followed, 

iii. 

ii. 

i. 

iv. 

This ~ncludes asking informants to confirm their name and correct 

= ad&esS (including pOstcOde) so that there can k nO mistake 

about the despatch of the &f payment. Also obtain the informant’s 

telephone number. 

Mention to informants that the postal order will take three to five 

weeks to arriws. If the informant(s) are moving during this period 

obtaxn details of new address and ask to which addreas we should send 

the postal order. The details of new addresa should be recorded at 

~ Of pink and yellm pages of *E* form. 

Warn informant that we uuy naed to contact them if there are any 

queries. 

Boxes are provided so that the interviewer can show that these points 

ha w been checked. 

NOTE THAT ALL NOTES ANO AMENDMENTS ARISING FROM USING THESE CHECKS SHOULD APPEAR ON 

THE INTERVIEW DOCUMENT, NOT ON THE CHECKING SHEET. 

FINAL CHECKS AT HOME: DOCUMENTATION 

Carry out the two checks regarding record books, and Local Authority rent shown on 

page 7 of the checking schedule. 

Arrange documents Ln correct order before returning this to the Office. 

GENE~ CHECKS 

Beyond using the check~ng schedule and looking to see that all quest~ons have been 

answered, the followlng further general checks should be made.- 

Household Did any peallar or unusual circumstances ex~st? If so, add 

Schedule notes regarding them at Q128 on the schedule. 

Income Has information on Lncome and occupation bsen pronded for e wry 

Schedule member of the household who is 16 years or ovsr as specified on 

page - Has Income for under 16 year olds been recorded at Q8 1 

and 822 

This survey is perhaps unLque. lhe whole ganut of possible methods of income and 

expenditure is -ster than can bs CoXred in a set of instmctions. This bsing so, 

these written instructions (and notes on the schedules) are desi~ed tO help YOU 

deal with the ma)orxty of domeatlc financ~al arrangements, and to help you 

recognise the few that are more complex. 

For the few which are more complex, all that is requ~red is that YOU mike really 

full notes based on what the informant tells You, and leave the sums or declslons 

to be worked out by office staff. 

89 

3M3

I Do 

Posting Diaries in lieu of Final -11 7.8 

NB 

2) 

All efforts must be made to do a final call with informants and having diaries 

posted back to you should only be arranged in the following circumstances and 

as a last resort. 

If informants definitely will not be available for a final call, eg. going on 

holiday, then at the interim call you should collect all the information you 

would normally ask for at the final call: leave a stamped, self addressed 

envelope so that informants can post the diaries back to you. 

Where unexpected problems cause informants to be unavailable for the final call 

you should leave a note saying when You will call again: this should be when 

you are in the area to do other calls. If no contact is made leav? a stamped, 

self addressed envelope, as above. In addition leave a note of what You 

require from them: 

Names and initials of spenders : 

Full postal address: 

Telephone number: 

List of outstanding items from A/B schedules: 

Completed diary for each spender (for 2 weeks) . 

not make extra visits to the area on the off chance of catching these informants 

— 

at home especially when you feel they are being deliberately elusive. 

90 

334

SECTION INDEX 

Return of work -introduction (8.1) ...................................... 

Form ‘H’ - weekly progress return (8.2) .................................. 

Form ‘E’ - record of spenders in co-operating household only (8.3) ....... 

Form ‘J’ -dispatch note (8.4) ........................................... 

Calls and outcome sheets (L) (8.5) ....................................... 

Order of documents (8.6) ................................................. 

Study time (8.7) ......................................................... 

Clerical time (8.8) ...................................................... 

Working away from home on subsistence (8.9) .............................. 

Contact with HQ during fieldwork period (8.10) ........................... 

Field and office training (8.11) ......................................... 

Quota covering Multi Local Authority Areas (8. 12) ........................ 

PAGES 91-100 

91 

91 

91 

93 

93 

96 

96 

97 

97 

98 

98 

99

RSTUNN OF WORK - INTRODUCTION 8.1 

Sections 8.2 to 8.6 cover details of returning work to the office. 

?Orm H - Weakly Progress Return 8.2 

The follcuing points are important aa it i. nece.sary fOr us to monitor response 

and work progress by placing week so that immediate remedial action can br taken If 

necessary. 

1. 

2. 

3. 

4. 

5. 

6. 

-1. 

RETURN A WEEKLY PROGRSSS RETURN (form H) EVERY PLACING WEEK including the 5th 

week if you are given m ●xtension. A NIL return m-t be made if it has been 

agreed that your placing pattern can ke wriad. A note explaining why no 

placings have been done should accompany the NIL return. 

The ‘H‘ form should be returned an soon as each weeks placinga are complete or 

at LATEST the day follcwing the end of placing week. 

Each household dealt with ia to be entered in a separate column. 

Only households dealt with in the placing week should be entered. 

Non-contacta (code 6) can only apply to the last week of the placlng period. 

The outcome c7ode recorded on the ‘H‘ form should correspond to that on the 

Calls and Outcome sheet. 

Remember to enter Authorlsatlon Number and Area Number. 

Check serial numbers carefully. 

Form E - record of spendern in cooperating households only 8.3 

NB ‘E‘ forms include a box for You to write inthe full name of the local authority 

covering the address at which interview took place. It is essential that You 

write in this name because PAB use it to allocate a three digit local authority 

code which in turn is used by the computer to allocate ratea poundage data. 

1. From the appropriate pad, detach one ‘E’ form comprising of a covering letter, 

a yellw form and a pink form. To each cooperating household we will be 

sending the appropriate number of pomtal orders along with the letter, which 

will ti addreased to the Head of Household. Therefore, you should enter on 

tha letter the name of the HOH and his/her PULL POSTAL ADDRESS INCLUDING 

PoSTCODE . m incomplete addrens could m?.sn that the postal orders fail to 

raach their destination. 

.,, 

Enter the serial number in th= box marked “our ref” and on E2 the number of 

postal orders. 

BeC&USe the letter ia going out to the public and ‘bee.auaethe detailn need to 

●hw up clearly on the E-forms, you should print clearly in black or blue 

ballpoint. 

91 336 1,{.

2. 

3. 

4. 

5. 

Turn to the yellow E-form. The HOH name, address and the household serial 

number should be a carbon copy of that cm the letter. 

Using a blue or black biro complete the following at top of page: 

a. Area name. 

b. No. of households selected at address. 

c. No. of ‘E’ forms from address 

d. Starting date of records. 

e. Your signature. 

f. Your authorization number. 

9. Name of local authority covering the address of which interview took 

place 

Please note the following points. 

A. Number of households selected at address. In this space enter the number 

of households selected for inter view (maximum, therefore, of 3 per 

address ), even if they are not all cooperating households. 

B. Number of ‘E’ forms from household You may feel, in some exceptional 

cases, that sending all postal orders to the HOH is unwise if, for 

instance, there is reason to think he or she may not distribute them to 

the other spenders. In this case you would write as many letters to the 

household as you thought necessa~ to ensure each spender received 

his/her payment. In most cases, however, you will write one letter. 

Hence the “number of E-forms per household” in most cases will be “one-a. 

But if there is to be more than one, your entry here (2, 3 or whatever) 

will alert us to the number of letters to be sent. 

Enter FULL name of the local authority comring address in which interview 

took place. 

Enter number of persons in household INCL children. 

Finally complete list of spenders and pin the letter and copies of E forms to 

the front of the household schedule AFTER CHECKING CARBON C~PIES ARE LEGIBLE. 

NOTES OF ANY KIND ARE NOT TO BE WRITTEN ON THE E FOPMS . The correct place for 

notes is page 64 of Schedule A or on a separate piece of paper pinned to the 

household schedule. 

At each cooperating address you must ask for the surname(s) , initials and postal 

— 

address, as these may not necessarily be the same as given on the address list. 

Failure to complete the E form correctly, and to check all the details and despatch 

it at once to HQ, will delay payment to cooperating members. This must be avuided 

at all costs. Remember that, if there is any doubt about the completeness of the 

data, you should ensure that informants are aware that the final decision about 

payment must be mde at HQ. 

In some cases informants will not wish to give their names. Explain that we cannot 

send out blank postal orders so we will be unable to send them S5. 00. If they do 

not wish to be paid the 25.00 for taking part in the surwy this is acceptable and 

we can still use the inter view data. 

It is not possible for postal orders to be made out by OPCS to charities. 

Government auditors would question any department that appeared to be sending 

public money to a charity. It is possible to send the postal orders to the 

informants to pass to the charity but the postal orders must be made out to the 

informants: it is not possible to send out blank postal orders. 

92 

,. 337

Form J - Deapatch note ,, , 8.4 


To be returned in ewry envslope conta~n~ng cooperating or non-cooperating serial 

numbers, which should be coded appropriately. You no longer use recorded deli wry. 

Budgsts for all cooperating households must t-e r-turned in ENVOPAXB to YOUr 

regional office. They rust be checked and returned without delay so that 

informmts get their postal orders within stated time. 

Not- that addresaea with households who are 10C,S1 authority tenants in receipt of 

100% Housing Benefit and the return of Housing Benefit form HB/1 must be indicated. 

call- and Outcome sheete (L) 8.5 

1. One to be returned for e wsry household/serial number 

2. Any phclng interviewing done ring code 90 for full or partial inter mews, 

i.e. where spenders are seen at tifferent 

times, or where the inter mew becomes a 

refusal part way through. 

3. Refusal tO HQ letter: code X LS to be used ~ when we tell you 

that an informant has been in touch w~th HQ 

and refused at the letter stage. 

Code X refusals will not be counted In the 

Inter w.ewers effectiva quota so will not 

affect personal reuponse. 

The new code is only for refusala made direct to HQ as a result of our letter and 

before you have called on the address. There will not be anything to record In the 

“Call No. “ section of the form, but we st~ll want you to account for every serial 

number issued to you by returning Calls and Outcome sheet plus ‘H’ and ‘J’ forms. 

4. No household 

at address code 3(i) “not yet built” has been added to 

help identify PAF problems with non-existent 

addresses. 

code 3(j) ie for all other addresses that 

cannot be traced. A full note of all action 

taken to fLnd the address nmst k given on 

the tick Of the Calls and Outcome sheet. 

5. Refusala. Code 7. a or b alao ring (a) or (b) this will help us 

ascertain at what stage the refusal occurred. 

AnalysLs will be carr~ed out by the Research 

Unit eo pleaee return partially completed 

document 8 for refusals 7(b). Note who 

refused and at what question the refusal 

happened. 

WP1OO1-10258 

93

. . . . .—— L-- . . . . . . . . —. 

fiainuona~ notes ana acrlon co uKe. 

rhere is sometimes confusion as to which code on the c k o sheets and H forms 

applies tO different tYpeS of ineligible addresses and non responding households. 

Please use the following points as a guideline. If in doubt telephone the Field 

officer. 

Remember to ring the main code and the subsidiary letter where applicable. 

— 

CODE 1 

fiction 

kction 

hction 

CODE 2 

Action 

CODE 3 

Excluded/ineligible: These are addresses where there are residents but 

they do not form a private household bscaus.e: 

a. The address is a hotel, public house, guest house or 

commercial boarding house and there is no private household (ie. 

unconnected with the business) living separately at the address. 

call at the address to establish whether or not there is a separate 

part containing a private household not connected with the business. 

If so interview. 

b. Other premises where business and private expenditure CannOt 

be split, eg. a cafe from which the household takes most of its 

food and where household bills (gas, electricity, etc) cannot be 

separated. 

As at (a). 

c. Institutions - hospitals, schools, old peoples homes, 

etc. 

Check - there could be a private household within the selected address 

- caretaker, headmaster, etc, and it could be a separate house in the 

grounds. Check with S.I.U if in doubt. 

d. Household contains a diplomat of a foreign country or a USA 

serviceman. They are excluded because their expenditure is 

unusual for nrious reasons: US servicemen can shop Wry cheaply 

at their PX shop on the base. 

This will only be used following discussion with the Sampling 

Implementation Unit. 

If two or more houses, flats or household units have merged etc to 

change the selected address telephone the SIU who will tell you whether 

or not further selection is required. 

No Household at Address - 

e. Household (address) empty at first call - ie. no one living 

there. Would also include pieds a terre and holiday homes. GHS 

has separate code for these. 

f. House demolished - also include derelict properties 

explain what they are. 

9. Not yet built: PAF addresses are often allocated to 

developments before they are build. 

94 

but 

new 

339

Action 

CODE 4 

ActIon 

CODE 5 

CODE 6 

COOE 7 

CODE 8 

Action 

WPIOO1-10258-l/60/lA 

h. Other spec~fy: please g~vs full notes on the reverse of the 

form. PAF includes addresaes which no longer exist Or wh~ch are 

not as listed: ksiness prenuses only: change of use - eg. house 

wh~ch contained flats has becoms an old persons home etc NOte 

what you find llsted for the addrese at the rates off~ce. 

Also include any untraced addresses with a note of the action you took 

to find them. 

Check with nelghbours etc. at the earliest opportunity. 

Household Away and Not Expected to Return Until After Placlng Month: 

Take Care with these. they will normally be addresses where where YOU 

do not contact anyone at the address but call lete in the month and 

leern of the households absence. There ia a borderline situation 

between a code 4 and a refusal where you actually contact a member of 

the househnld so close to their starting their holiday that it is 

difficult to make a placing appointment before they lea-. 

If you are in doubt as to how tn code telephone the field officers. 

If only part of the househnld is going away the rest is eligible and B 

schedules should be completed (as far au possible ) for absent spenders. 

Househnld about to leavs District within 3 weeks of First Contact 

this is where the household is meting too far (ie. 30 .mles) for YOU tO 

make a follow-up call. 

Non-contact. this IS where you have ne vsr been able to contact a 

household membsr. Check carefully to establish that there LS someone 

living at the address: also that it is their ms~n residence. (See ‘A 

handbook for Interviewers’ page 60, item e) once a household mendxr has 

been seen it cannot then be called a non-contact. 

Refusal - cowsrs all cases where a mwr.ber of an eliglble household has 

bsen contacted but lt does not result in an inter w.ew. In Bores cases 

they do not actually refuse but are just not avsilable to be 

interviewed dur~ng the field per~od. Howe vsr, once contact has been 

made unless the household comeg under one of the categories abovs than 

it has to bs returned aa a refusal. 

Cnmplete this section fully and nnte that this year we are asking You 

to code whether or not you actually started the interview &fore the 

refusal occurred. If YSS please return the partially completed 

schedules au per the interviewers 

on the calls and Gutcome. 

instructions. Ring codes 7 — and (b) 

Plaase remember to complete ell rele wtnt sections nn reverse of the 

cane and outcome sheet. 

Rsfusal after promising to keep diaries. 

Continue with your efforts to keep 

restart informsnts with i.s.. record 

extra calls If they are necessary or 

the diary. 

95 

these to a minimum and try to 

bnoks if at all pnss~ble: make 

the lnfor!ndnt needs help to keep

Order of documents 8.6 

Detailed below are the documents required, in order, for the different types of 

response. 

a. FullY co-operating household 

1. Calls and outcome sheet (L ) 

2. E forms - 3 copies, pinned to A schedule 

3. Household schedule ‘A’ 

4. Checking schedule ‘K’ 

5. Income schedule ‘B’ for persons 

6. Diary and continuation pages in 

b. Refusal, non-contacts - ineligibles 

1. Calls and outcome sheet (L) 

1-3 

that order. 

(Partial refusals - as refusals, and all other documents completed wholly 

or partially for or by the household) . 

There must be no delay in return of work to HQ. Budgets for fully cooperating 

households should be returned no later than 2 working days after final call. If 

you need to recall to check any item, and cannot do so within this time, please 

contact field officer for instructions. 

DELAY IN F03TURNING COMPLETED BUDGETS CAUSES DELAY IN PAYMENT TO INFORMANTS WHO 

TELEPHONE THE OFFICE TO COMPLAIN 

Study time 8.7 

For attending first FES briefing 6 hours 

While some interviewers work fairly regularly on the Survey, there will inevitably 

be occasions when interviewers have breaks of time between working on quotas and 

therefore need to re-study the instructions before starting work. 

Study time will be paid as follows:- 

a. TO interviewers who havs had a break of from 3 

(sample months) between FES quotas (or since last 

1 HOUR’S STUDY TIME. 

b. To interviewers who hava had a break of 6 or 

(sample mnths ) between wOrking On FES quOtas (or 

re-briefing) :- 2 HOUR’S STUDY TIME. 

to 5 field-work 

re-briefing) :- 

more field-work 

since last 

cycles 

cycles 

I c. Studying amended documents, instructions and listening to current taped 

interview for first quota in a year: AS per administration notes sent 

with the rebriefing documents and tapes. 

96 

341

Administration and checking tima 8.8 

For checking each fully cooperating household - 1 hour 35 !mnutes includlng 

oc~patiOn coding, following specified checks listed on K schedule and scanning 

schmdules for omissions and completeness of data. 

For checking scheduleg for a household that promised cooperation, but later fsiled 

to cooperate - 45 minutes. 

For checking a household that pronused co-operation but had to bs reallocated to 

another interviewer for final CS1lS - 1 hour. 

For checking reallocated households where initial interview was done by another 

interviewer - Ihour. 

[ie both placing inter viewer snd pickup interviewer can claim one hour) . 

You should claim these on normal cla~ms form. 

NCTE: Admnlstratlon time, which forms part of clerlcal time, hss now been 

separated out. to allow for extra quest~ons on the schedules. We havs howe ver not 

reduced the 1 hour 35 minutes allowed per co-operating household for checking 

purposes. 

Working away from home on eubsiatencm 8.9 

If your quota inml vss staying away from horns on omrnight subsistence, you should 

take extra care when planning and rraklng appointments for interviews and checking 

calls. Your aim should be to keep the numbsr of days away from home to a min~mum. 

In practical terms thig means ensuring that your checking calls are congregated 

together (so the first call, for example, could be made Mtween three and six days 

from the inter view ). Likewise with interviews: your aim should bs to group 

inter=sws together. If you find that a calendar week (Monday to Friday) covsrs 

two placing weeks, eg the end of week one (up to the 7th) and the start of week two 

(8th-15th), then, rather than starting on the first of the month de you nught 

otherwise do, ycm should aim to place eight inter views during that calendar week, 

as well as making any checking calls you can in that week, and then go home and not 

retUrn to tha area Until you can again group gome more calls together. And, of 

course, while you are in the area, you should be prepared to work long days (at 

least 7 hours) if there is work anilable during the day time. 

Finally you should arrange economical pick-up calls at the end of the 

record-kseping fortnight; where Informants are coping well with record keeping, lt 

MAY be sensible to arrange for them to post diaries to you. 

Pleaee do keep ue informed of Your work-pattern if it strays =ry far from the 

norm. 

If your quota is VERY isolated, it would be better to discuse the quota 

lndivzdually w~th the field officer. 

97 

342

Contact with FIQ during field work period 8.10 

The foregoing instructions provide guidance on how to deal with the major and most 

common situations to be met in the field. The staff in Field Branch are always 

a =ilable for advice on any cases not cowered by the instructions. It is 

permissible to telephone for advice if the matter is urgent. Otherwise, a letter 

addressed to the appropriate person will be answered by return post. 

FIELO AND OFFICE TRAINING 8.11 

Training before the briefinq 

Although your nain training on the FES comes at the initial briefing we also expect 

you to do some preliminary work on your own before the briefing. In admnce of 

your first briefing on the FES you will be sent a training tepe. IT IS ESSENTIAL 

THAT You W3FX THROUGH THE TAPE PRIOR TO THE BRIEFING. 

It IMY also help to do a dunury interview with a friend or relative for practice. 

Before coming to the briefing write out an introduction or at least a list of 

points you would include and bring it to the briefing for discussion and practice. 

The briefing will include practical sessions on interviewing, introducing the 

survey, response, background and uses of the sur my. 

Training Officers are out in the field, continuously observing and supervising work 

in progress. Each interviewer is trained to handle the Family Expenditure SurWY 

in the first instance, by being accompanied on some placing, checking and 

collection calls. A follow up obsermtion is usually made on the 3rd full quota. 

Please telephone the field officer if you are allocated your 3rd quota very late or 

ha= not been contacted by a field trainer so that necessary arrangements can be 

made. Thereafter, field supervision occurs periodically and at very little notice. 

It can also be given if asked for by an inter viewer at any other time. 

First quota with trainers 

Before your trainer joins you, transfer your address labels to your notebook, one 

to a double page. A pre-printed notebook will be sent with your materials. 

Prepare a list of points to include in your introduction - ie purpose of FES and 

some of its uses as discussed at the briefing. 

Check which rates offices you ha% to visit to collect the rateable values for the 

allocated area. 

HEADQUARTERS 

Contact as follows: - 

Your regional office - for any matters related to availability or non-availability 

and acceptance of quota and briefing dates, issues related to work progress, 

extensions to field period for late contact on quota, weekend work. 

Field officer for the survey - for advice on matters of definition or procedure for 

this survey, together with queries on general interviewing methods. 

98 

343

Refusals 

If you get 2 refusals in one week or other problems with response please rang In to 

talk mstters over w~th the field off Icer or your local trainer where there M one. 

Sometimes we can offer useful adwce or support and It helps us keep in touch with 

npeclfic renponse problems. Also ring in If you want admce an how to deal with a 

potential refusal. 

June Langhsm Ext 2306 

Sally Nicol Ext 2432 

These are also the numbers to ring re: changes to placing pattern and queries on 

schedules, inntructionn, interviews and anything of a technical nature. 

Quo- COSering Multi Local Authority Areas 8.12 

PAF address li=t straddles 2, 3 or occasionally 4 local authority areas. 

To avoid excessive time and nuleage spent travailing to the offices to collect 

rateable v31u9, and other information including concessionary traw?l, you should 

follow the new qulde llnes set out below. 

1. If the L.A. offices are close to your FES or other eurvey working area 

continue to call to collect the rating nformation. 

2. If any office 1s sores distance from your area (and not en route) you should 

telephone the rates off~ce to try to get the required Informstlon for each 

address. 

we WI1l issue you with letters to send to the L.A. offices: it WI1l be for YOU 

to decide when and where you need to use them, and to find out the 

name/position of the person/s to whom the letter should be sent. 

Se =?ral copies of the letter will be sent out with your materials. 

3. If telephoning does not work and It is necessary to trawl long distances to 

call in person plaase telephone the Field Officers to discuss the costs and 

other possible options. (There could be another Inter viewer with a quota 

partly or wholly within the ssme L.A. who is also visiting the offices) . 

Sumnsry : If the rating offices and rents offices are not close to the area 

obtain the required information by telephone. 

If this is not possible then make a personal call to obtain It. 

Ring the field office if you have problems. 

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

Distance - This has been left undefined bscause your FES area could be a 

long way from the L.A. offices, but you msy be able to get the 

in?ormstion quite cheaply if you are working on another sur WY 

close to them. 

99 

344

Howe-r, as a guide, if you have to travel more than 5 miles 

(single journey) then it is definitely work telephoning: for 

journeys less than this you can akO opt to telephone if you 

prefer to. 

We hope you will find this a constructiw way of reducing, time spent rushing to 

and hanging around council offices. 

Telephone calls: claim the cost of the call as per the claims handbook, usisng the 

current rates. 

Time: Claim the amount of time taken. If this is excessiw please put 

a note on your claim as to why it took so long. 

Please keep us informed as to how well this revised system works. 

*: 

100 

345

SECTION INDEX 

Copy of advance letter to informants ..................................... 101 

Specimen Housing Benefit modification form ............................... 102 

Method of paying benefits ................................................ 103 

Glossary ................................................................. 104-118 

356

6 

COPY OF AOVAWCE LETTER TO INFOPJ4ANTS 

Off Ice of Population Censuses and Surveys 

Sot/a/ Survey DwIsIon 

St Cather,nes Ho”se 10 K,ngsway I_ondo. W’C2B 6JP 

Oear Resident(e) 

TeleDhOne01 242 0262 em 

Yourreference FES 

0.,reference 

Dsle Au~st 1986 

You msy have read about the Family Expenditure sur~y in the newspaper or heard 

about Lt on the radio or tela vlaion. The Bur VSY is one of the most important and 

long establ~shed ones done by go~rnment and has bsen carried out continuously 

since 1957. Its rain use in in drawing up the Index of Retail Prices which 

prow.des up to dete information on the cost of lzving. 

In the next few weeks one of our interviewers will call on You: because the 

survey is only useful If each adult in your hounehold takes part she (or 

occasionally he) WI1l ask for an qportunity to explain it in detail to all of 

you . The interviewer will call during the evening if you are not at home during 

the &y and will ba happy to come again if you happen to be tusy when she first 

calls. ‘IMe interviewer will shm an official identification card. 

Any informatlon givsn to the inter viewer will bs Lrested in 

be used for statistical purposes only. 

BY co-operating in the surrey you will be assisting 

departments and other organisations which use the results. 

us also find the surwsy an interesting one to tske part in. 

strict confidence and 

the msny government 

most people who help 

We are vsry grateful 

to e $ery who helps us and as a token of our appreciation a gift of L5 is sent to 

each of YOL provided that all ~mbers of your household are able to help. 

Please feel free to ring m? if’ there is anything you wish to know before the 

interviewer calls. 

Yours sincerely 

June Lsn gham 

Family Expenditure Sur w y 

Field Branch 

101 

347

Dear Sir/Madam, 

Housing Benefit Regulations 1982 

SPECIMEN HOUSING BENEFIT 

NOTIFICATION FORM 

Your application has now been examined, and on the basis of the information 

contained therein, it has been deterrrdned that your rent and rates should be 

rebated, as per the under-noted details. 

(a) Rent Rebate L per week from Monday 

(b) Rate Rebate E per week from Monday 

(c) Housing Eenef it Supplement A per week from Monday 

(provisional) award 

(d) In accordance with the provisions of the abom Regulations you may, within 

one month, make representation against this determination. 

(e) You are required to inform the Rebates office staff of any change in the 

circumstances stated on your application form e.g. re. - members of the 

household, income, change of address. 

Yours faithfully, 

Director of Housing. 

WPIOO 1-10258 

102 

3’$$

~HOD OF PAYING BENEFITS 

We havs been admsed by the Department 

Empartment of Employment that benefits 

Attendance allowance 

Child benefit 

Family income supplement 

Industrial injury disablement pension 

Industrial injury death banefit 

In=lidity pension and invalidity 

allowance if paid 

Invalid care allowance 

Job release alluwance 

Maternity allrmance 

Maternity grant 

Flobxl~ty allowance 

Retirement pension Including old 

persons pension 

Severe Disablement Allowance 

Sickness Benefit 

Supplementary allowance 

supplementa~ pension 

Training allowance (eg TOPS, YTS ) 

Unemployment benefit 

widows allowance 

Widowed mothers allowance 

Widms pemion 

Workmnn compensation benefit 

Points to note are: 

of Health and Social SeCUrity and the 

are normally paid in the followlng ways. 

Payment baok 

“ 

“ 

. 

“ 

,, 

!, 

Glro 

Payment book 

Giro 

Payment book 

!, 

,, 

Giro 

Payment book 

Payment book 

,, 

Giro 

Payment book 

. 

. 

. 

(yellcw) 

“ 

“ 

“ 

. 

. 

,, 

(yellow) 

(yellow) 

. 

,, 

(buff) 

!, 

(yellow) 

(yellow) 

1. General. All benafits nmy be paid on the odd occasion by giro, eg 

wnen starting benefit. Usually howe WI a payment stated to k-sby book 

will be ky this rb?thod. 

2. Training allowances. Because of the di verse nature of these schemes, 

payment arrangements are umde by local offices and can be giro or payment 

book . 

WP1OO1-1025S 

103 

“ 

. 

,, 

349

GLOSSARY 

ACCIDENT INSUFW4CE - 

ADDITIONAL PENSION - 

ANNUITY 

ATTENDANCE ALLOWANCE - 

BANK BUDGET ACCOUNT - 

BANK CHARGES - 

BANK CURXSNT ACCOUNT - 

BANK DSPOSIT ACCOUNT - 

ThxB in a private insurance taken out by inti tiduals to 

gi W2 them a lUHQ sum payment or a weekly payment if they 

suffer from an accident. 

See Earnings related supplement. 

This is basically a form of providing a regular income. A 

lump sum of money ia paid to an innurance coupany and, in 

return, the company pays out ● regular income. There are 

three mein types of annuity~’ ~ annuities, where the 

incoma runainm the ●ama ●ath yearl incraaainq ●nnuities, 

where the incoma increasem at en ●greed rate and 

unit-linked annuities, where the income is linked to the 

Wlue of a fund (e? property). 

‘fhis is a banefit for adults or children who are severely 

disabled mentally or physically and need attention. In 

order to qualify, the person has to satisfy certain 

residential and medical con&tions. There are two rates 

of allowance. the higher rate for those who need 

attention day and night, and the lower rate for those who 

need attention only ly day or night. The allowance is 

normally paid by order book and IS usually in ad&tlon to 

other Nat~onal Insurance (N.I.) benefits. 

A budget account is a way of spreading the cost of 

household bills and other lump aum payments over the year. 

The bank normally has to agree to the precise estmmte of 

the year’ s cost of all the bills to be Included in the 

scheme. This total is diw.ded by 12 and a standing order 

for this amount LS made to the bank each month. The b~lls 

are usually paid with a special cheque tmok from the 

budget account. Interest charged on this type of account 

varies batween benks. 

sank charges are amounta paid to a bank (by deduction by 

the bank from the account ) to cover the administration of 

its services, ●g for processing chaques, stopping cheques, 

paying etanding orders. 

m account into which nmney ia deposited, usually to meet 

the needa of everyday expenditure. A cheque book is 

supplied to write chequea for cash or goods. In ninny 

caaea (although not in all), an individual does not 

raceiw interest on this type bf account. Bank charges 

may be le yied to cowsr the administration of the account. 

This is the type of account into which salary ia paid and 

from which standing orders are paid. 

An account into which people can deposit any amount of 

money and on which they can get interest. Money can ba 

drawn out of such an account at reasonably short notice. 

104

BANK DIRECT DEBIT - 

BANKERS CARD - 

BANK IA3AN - 

BANK SAVINGS ACCOUNT - 

BANK STANDING ORDER - 

BLIND 

BOARD 

See direct debit. 

See cheque guarantee card. 

A personal loan arranged directly through a bank. It IMy 

covar a number of articles or ser vices or onlv Dart of an 

article or service, depending on the - ‘borrower,s 

circumstances and government credit restrictions. 

This is similar to a bank deposit account but there is 

often a requirement for a tinimum investment and there are 

restrictions on when the money can be &awn out . 

Consequently, the interest rate is higher than for deposit 

accounts. Some types of bank satings account are known as 

Capital Investment AcCOuntS. 

See standing order. 

PERSONS ALLOWANCE- This is an additional benefit paid with supplementary 

benefit to registered blind people. It is recei=d in 

addition to other concessions. 

BUDGETING SCHEME - This tvue .- of scheme is ouerated by the Gas and Electricity 

Boards and by the Post Office. It works in much the same 

way as a bank budget account, by spreading the cost of the 

bills over the year with regular monthly payments. There 

is no interest or service charge payable with this 

scheme. 

BUDGET/OPTION ACCOUNT - 

AT A SHOP OR STORE 

(SEE ALSO 

CHARGECARII) 

BUILDING SOCIETY - 

CASH DISPENSER CARD - 

CHARGECARD - 

(SEE ALSO BUOGET 

AND OPTION ACCOUNT ) 

A budget or option account is usually with a department or 

chain store. With a budget account the customer 

undertakes to make certain payments into an account, 

usually at a regular rate and time interval. In return, 

they are able to purchase goods on credit up to a certain 

figure specified in the original agreement. With an 

option account, goods are also bought on credit, but the 

monthly statement received from the store can be paid in 

full or by agreed Installments. If paid in full, no 

interest will be charged. (See also chargecard) . 

Building Societies are organisations into which money can 

be invested, through opening various types of accounts 

with ..arying rates of interest. The individual normally 

receives a pass book in which deposits and withdrawals are 

recorded. Interest on the account is normally paid every 

six months. Building Societies are the prime source of 

leans for the purchase of domestic property. 

A card issued by banks which operate cash dispensing 

machines at convenient locations which can be used both 

inside and outside normal banking hours. The card 

operates the machine. 

A card issued by a store for use in the store, examples 

are Marks and Spencer and Debenhams. The card holder has 

a Pre-arranged credit limit and can obtain goods incl~ding 

food up to that limit. Each month the card-holder 1S sent 

an account statement showing goods purchased. The 

card-holder must pay off some of the credit later each 

month with a minimum of S5.O0 or 5% of amount owing. The 

whole amount can be paid off is wanted: The charge cards 

are gradually replacing budget and option accounts. 

105 

351

CHECK TWL)ER - 

CHEQUE GUARANTEE CAPD - 

, 

CHILD BSNEFIT - 

CHRI STNAS BONUS - 

CLUB - 

CCH4MUNITY 

PROSRAMME - (CP) 

CONTRIBUTORY INVALIDITY- 

PENSION 

CO-OP CLus - 

Here, the purchaser pays for goods by check. Usually 

check trader calls on the purchaser to sell him a check 

which he can then use to buy goods in a number of shops 

Borne retailers issue checks also known as bonds. Th 

largeet chack trading organisation in the country is th 

Provident. Check trading today is moat prevalent in th 

North of England - Humberslde, Weet Riding, Teeside, et 

for textiles and households goods. 

When pay~ng by cheque some shops, stores, ●tc want 

guarantee that the chaque will k honoured, before the 

accept it. The chaque card i~ the ‘payer’s proof’ tha 

the bank holde him credit worthy. (In W=t cases bank 

guarantee that they will honour the cheque up to Z50 ). 

cheque card is not ● credit card. BarCley9 Bank does no 

issue quarante.~cuds, as ~uch, to its cuntomars 

Instaad, they are issued with Barclay cards, which sar= 

the triple purpose of a credit card, cheque guarantee car 

●nd a cash &#penaer card. 

Child Benefit is paid for all children under 16 (or ove 

16 if still at school ). It is not means tested and can b 

receimd regardless of income lew?l. It ie paid weekly o 

e vsry 4 weeks by payment took. 

A tax free bonus pa~d, with certain 

shortly before Christmas each year. 

See Co-op Club, shop running a club. 

long term benef Its 

The cormunlty Progranune is a scheme run by the Manpowe 

services c0nuni9s10n to encourage sponsors (eg Loca 

Authorities, priv?ite finns, trade un~ona, charitlea ) t 

set up pro]ects to Improm the local communltj (e 

environmental improwrent, provlslon of social amenitxes 

social and cultural work). Recruitment of the labou 

force for the projects is through Jobcentres and I 

normally limited to Pople ●ged 18-24 who ha= bee 

unemployed for six mmths or more, and those aged 25 an 

ovar who have been unemployed for o-r 12 months. Th 

Manpower Serticea Commission reimburses mponsors fo 

apprOWd wa9e= (generally the local rate for the job) an 

thd. r NI contributions. ‘211aduration of a pro]ect a 

usually between 3 and 12 months. Sponsors are als 

encouraged to provide training. 

Personn who q’Udify far SicknasB Benefit (See Sicknes 

Benefit) and are off work for more than 2S weeks ar 

entitled to an In=lidity Pension provided they matisfy N 

contribution condition. Contributory Inu!lidity Pensio 

in paid by giro or payment book. 

,1 

In this club woda are obtained from the Co-op and 

regular amount is paid into the club usually through 

collector. 

106

cO-OP SOCIETY - 

COVENANT 

CREDIT CANE - 

(SEE ALSO BUDGET/ 

OPTION ACCOUNTS & 

CHAFGE CARDS) 

CRSDIT SALE - 

CREDIT TRADER - 

CREDIT TSANSFER - 

By bsing a member of a Co-op society and buying goods from 

the Co-op, a person earns a dividend. The more goo& that 

are bought, the greater the dividend. PrOfitS made by the 

Society are paid bsck to members on a proportional basis, 

depending on the amount of dividend earned. This type of 

society is different from a Co-op bank. 

Under a deed of covsnant, a person can agree to Uke ~ 

series of payments to an organisation or individual. The 

recipients of the payments can claim bsck from Inland 

Revsnue any tax paid by the payer on their income, 

covering the smount paid. 

Eg, Barclay card, Access, American Express, Diners Club. 

Any one over 18 can apply for a credit card. A person 

issued with a card can purchase goods and sertices, on 

credit, from a variety of shops and organisations which 

accept the card. Any number of goods and ser vices can be 

purchased, up to the individual’ a credit limit set by the 

credit card company. Each month a detailed statement is 

sent to the cardholder showing the cost of the goods and 

where they were purchased. If the whole of the account is 

paid off within a specified period, no interest is 

charged. The cardholder nomt always pay off a minimum 

proportion of the amount owing, usua 1lY S5 or 5%, 

whiche ver is the greater. Interest is charged on the 

remaining amount. 

The exceptions to this system are Diners Club and American 

Express, who do not have a credit limit. With American 

Express, the account must always be paid in full at the 

end of the account period. 

Plastic cards issued by shops for their budget, option or 

monthly accounts ARS NOT CRSDIT CARDS IN THE S- SENSE AS 

BARCLAYCASD ETC. 

Credit Sale agreements are usually taken out for the 

purchase of smaller consumer durables (eg radios, cameras, 

tape recorders) . The agreemsnt normally covers nine 

months and the borrowed nwney is repaid to the shop, with 

the first payment serving as a deposit. Goods purchased 

by Credit Sale are the property of the purchaser as soon 

as they are acquired. Sometimes, no interest is charged 

on this type of agreement. 

tiese are commonly knain as ‘t.allymen’, ‘bagmen’ or, in 

Scotland, *Scotch drapers’ . Credit traders call on 

customers, show semplea, and, if items are purchased, then 

recall at regular intervals to collect money. They trade 

usually in drapery and clothing for women and children, 

but some deal in furniture, carpets and men’s clothing. 

A credit transfer is a msans whereby an amount of money is 

transferred from one account to another on instruction and 

without writing a cheque. A transfer can take place 

between two different people or organisations, or bstween 

different accounts of one person, eg current to ,deposit 

account. Where a person transfers money from one account 

to the other, both of which are their own, this is not 

considered to be expenditure. 

107 

352

CURRENT ACCOUNT - See Bank Current Account. 

DEATH GPANT Math grant IS payable on the, $aath of a person who has 

e.stisfied certain NI condition. The srnount of grant 

depends on the age of the pereon who dted. It is clalmed 

through the DHSS offlca and paymsnt is ty giro cheque. 

DEBENTURX A debenture ie a loan to a coqeny, ueually repayable o vsr 

a fixed perxod of tires with regular payments of interest. 

The interest, howewsr, is llkely to vary according to the 

terms of the debenture. 

DEPoSIT ACCOUNT - See Bank Dapoait Account. 

DIPJZCT DEBIT - A bank dir-et debit ie a form of ●tanding order where the 

amount of each paymmt is likaly to -ry. The -rlatlon 

ie instigated by the psreon bsing paid and therefore savss 

the payer ha vlng to take action. 

EARNINGS-RELATED - This is a supplement to some steta kx?nefits. It is 

SUPPLEMENT earnings related, in the sense that the amount paid varies 

according to the NI contributions made (while working) and 

the earrmngs as an employee in the relevant tax year ie 

the higher the wage, the higher the contribution, the 

higher the supplement. The supplement ie normally pa~d by 

giro with the relevant etandard benefit (eg Retirement 

Pension, Invalidity Pension) . 

El@ LOYEE m employee is someone who receives a wage or salary for 

working for an employer (this can be an indi vldual or an 

OrganLsatiOn, consequent 1y directors and nbsnagers are 

employees of their coupanies) . 

EPIPLOYERB SICK PAY - When an employee is off work sick they recei vs Statutory 

.Fmck Pay, NI Sickness Benefit or Invalidity Pension. In 

addition, they msy recel vs Sick Pay from their employer. 

SLckneBs pay from the employer ie normally, 

i. MS de up pay, ●g the diffuence between NI 

Sickness Bsnefit ●te, and normel earned pay or 

ii. half pay, ie half normal earned pay. 

There are, of courne, other arrangement depending on the 

individual employer or smployee’e situation. 

Et@ LOYMENT STATUS - See employee, self sqloyed. 

ENTEWRISE ALLC%JANCE - This in a peyment nmde to ununploy~d applicant who get up 

buaine.es in a self-employed category. 

EEC TRAINING This is an allmance paid by the European Econoru c 

SUPPLEMENT Conununity out of ita social fund to redundsnt workers in 

specified industries, eg steel workers, while they are 

undergoing restraining. 

10B 354 

I

I 

FAMILY INCOME - 

SUPPLEMENT/FAMILY 

CREDIT 

FAMILY CRSDIT 

FINANCE HOUSE LOAN - 

FIXED INTEPJ3ST 

SAVINGS CERTIFICATES - 

FRIENDLY SOCIETY - 

BENEFITS 

FURTHER MORTGAGE - 

GIRO 

GOVERNMENT GILT - 

EDGED STOCK 

GRANNY BONDS 

GUARDIANS ALLOWANCE - 

H IRE PURCHASE 

HIGH STREET BANKS - 

HOSPITAL SAVINGS - 

SCHEME 

This supplement is available to families including one 

parent families with at least one child under the age of 

16 (or over 16 if still at school) where the head of 

family is in full tires work, but the total family income 

is below a certain level. The amount of the supplement 

depends on the number of children in the family and the 

total family income. It is paid by pament ~Ok. FIS can 

continue to be receivsd for a year e vsn if the total 

fsmily income rises during this period. 

See Family Income Supplement abovs. 

This works in much the same way as a personal loan from a 

bank (see bank loan), but in this case the loan is 

arranged directly with the finance company. Such loans 

normally have a higher rate of interest than a bank loan. 

Sores HP agreements may also bs arranged directly with a 

finance house. 

The value of the savings certificates remains the same 

during the life of the certificates. Interest is paid on 

the walue of the certificates with an additional smount 

paid after five years. (See also Index Linked satings 

certificates ). 

Friendly societies protide a wide range of benefits for 

members in need. The nmst common of these is a sickness 

bsnefit provided for a member or one of the member’s 

family. Some friendly societies provide a scheme whereby 

a PenSiOn is paid on retirement. (NB This is not an 

employer pension) . 

Further mortgage can be used if mortgage gimn on 

property is not large enough. Informant can go to other 

mortgage company for balance of mortgage to buy property 

(see top up mortgage) . 

See Post Office Giro. 

This refers to stocks issued by the gowrnment and 

considered gilt edged because they are secure investments. 

See index linked national savings certificates. 

A weekly state payment for someone who takes an orphan 

into the fami lY. In exceptional circumstances this may be 

paid if one of the child’s parents is still alive but 

cannot care for the child. It is paid by payment book. 

This is one of the nmst common msans of purchasing goods 

by installment. The goods are hired bsfore they are 

purchased therefore, unlike many other types of loan, the 

goods are not actually owned until all the installments are 

paid plus a nominal purchase fee. This type of loan is 

normally arranged by the shop where the goods are 

a~uired, and the instalmsnts are paid to the shop. 

These are the normal banks such as National Westminster, 

Barclays, Midlands, Lloyds. Their two resin accounts are 

‘Current’ and ‘Deposit’ . 

These are run on a commercial bssis to provide financial 

aid in the form of contributions towards medical 

appliances or weekly payments when sick. Eg Hospital 

savings Association (HSA), Hospital saturday Fund (HsF) . 

109 

355

I 

HOUSING BENEFIT - 

HOUSING BENEFIT - 

SUPPLEWEWT (ENDS 1988) 

INCOME SUPPORT 

INDEX LINKSD NATIONAL - 

SAVINGS CERTIFICATE 

INOUSTRr W OISAELEMSNT - 

BENEFIT 

INDUSTRIAL INJUI RY - 

DISABLEMENT PENSION 

INDUSTRIAL WIOOWS ‘ - 

PENSION 

INVALID CAPJ ALLCWANCE - 

INVALIDITY ALL~ANCE - 

ThLs is a collective name used for the =rioufi forms of 

assistance glvan with housing costs. (Also called UNIFIEO 

HOUSING BENEFIT) . 

.,4+. 

The assistance is given Ln the form of 

i. Rent Rebate or Allowance (See page 111) 

ii. Rste Rebste (See page 111 ) 

iii. Housing Banef Lt Supplement (See below) 

To obtain these benefits the individual can apply to the 

local DFISSoffice ~ local authority office. 

The tinef it will gi w aaeistance to rent/rate payers 

receiving r9nt/rate rebita/allwanca. The supplement is 

in the form of an increaaed rebste/all.amnce 

See Supplementary Benefit 

The firat index linked iaaue, known an “Granny Bonds”, 

allcnved people of retirement age or ovsr (65 men, 60 

wmmen ) a form of ‘inflation proofed’ saving by Index 

linking to the Retail Price In&x. Indsx linklng ia 

aasumad aa long as the money is not withdrawn for 12 

months. If the money is kept in for fi= years there is 

an additional bonus. The age bar waa lowered and with the 

second issue, the certificates became avsilable to anyone. 

(see alao Fixed Interest Savings Certificates). 

Thi9 can ba a weekly pension or lUIP am gratuity, 

depending on the degree of disablement arising from the 

industrial accident or disease. T?Iis benef>t ia normslly 

pa~d when entitlement to Industrial Injury Benefit stops. 

Howe Wr, as this bsnefit or pension may be received e-n 

if the person does not give up work 

three days after the accident or 

disease. As a pension the benefit 

book. 

See Industrial Disablement Benefit. 

it can be paid from 

development of the 

is paid by payment 

An Industrial Widows’ Pension can be claimed by a woms.n 

whose husbsnd died as a result of an industrial accident 

or prescribed Industrial disease. 

Invslid Car* Allowance la & benefit for people of working 

age who cannot work bscausse they ha us to stay at home to 

care for a sewrely ~aabled ralatiws. There are no NI 

contrilmtlon conditions but, in general, msrried women and 

people receiving certain other banefita & not qualifY fOr 

this allowance. ZIIe allmance la claimed through the 

local DHSS office. 

Invslldity Allowance is paid in ad&tion to Invslldlty 

Pension if the person becomes incapable of work while they 

still havs a reasonable part of their working liws before 

them (ie up to age 60 mm, 55 women). After retirement 

ags (65 men, 60 women) people who haw bren recei=ng the 

allowance havs it included in thezr retirement penal on. 

Payment is weekly by giro or payment book. 

110

INVALIDITY BENEFIT - 

INVALIDITY PENSION - 

JOB RJZLEASE ALLOWANCE - 

LOAN - 

LOCAL AUTHORITY - 

SECURITIES 

MAIL OPDER AGENT - 

MAIL ORDER DIRSCT - 

MATERNITY ALLOWANCE - 

MATEANITY GFAWT - 

WP1OO1-10258 

See Invalidity Pension, Invalidity Allowance. 

Invalidity Pension is paid in place of Sickness Benefit if 

a Pers On COntlnUes to bs incapable of work after 28 weeks 

(see Contributory Invalidity Pension, Statutory Sick Pay ) . 

Men aged 62 (60 if disabled) or over and women aged 59 or 

over, who are full time employees and who are prepared to 

leave work before ret irement age, can claim this 

non-contributory weekly bsnefit, provided that their 

employer agrees to replace them with someone whO is 

registered as unemployed. 

See SanA loan, Finance House 10an. 

Investing in local authority securities is a way of 

lending nwney to the LA at a fixed rate of interest, over 

a fixed period. The securities are renewable although the 

interest rate may not be the same. 

Mail order agents are often local part time egents who 

work on behalf of the mail order catalogue companies (eg 

Universal, Littlewoods). Mail order companies offer a 

wide range of goods, nearly all available on credit. 

Someone can choose what they want from the catalocye, and 

the agent completes an order form and Bends it off to the 

company, the goods being received by post. Payment is 

usually in equal installments ovsr 20 or 38 weeks, longer 

for high amounts. 

This refers to mail order services advertised by a company 

in a newspaper, magazine, eg Reader’s Digest, Automobile 

Association or in a limited item catalo~e. Anyone 

interested in the advertised goods contacts the company 

direct and receims the goods through the post. Regular 

installments are then paid direct to the company. This is 

different to arrangements through a mail order agent. 

Maternity allowance is a weekly benefit, paid by giro, 

usually for 18 weeks, starting 11 weeks before the baby is 

expected. This allowance is paid in addition to Maternity 

Grant if the mother was working and paying full NI 

contributions at sores time during the fifteen months 

before the baby was born. The husband’s contributions do 

not count. 

This is a lump sum paid for each birth to help with the 

general expense of having a beby. It is psyable in nearly 

all cases of confinement where either the mother’s or the 

husband’s NI contributions allcw entitlement. It is paid 

by giro cheque to the imther. Generally to qualify for 

Maternity Grant, a mother to be will have to be present in 

Britain for at least 26 weeks out of 52 before 

confinement. 

111

MATERNITY PAY - Under the Employment Protection Act a woman having a baby 

MOBILITY ALLOWANCE - 

MORTGAGE TA5 - 

ALLCW~CE 

(M. I. R.A. S) 

NATIONAL INSURANCE - 

CONTRIBUTIONS 

who normally works for her employer eight hours a week or 

more, and has worked contLnuOusly fOr at leest the 

previous two years, is entit.l~d~ tO this pay from her 

employer, as long as she continues working up to the 1 Ith 

week before the hby is due. Peyment ia An cash (paid 

weekly) for the first six weeks after the woman stopped 

work. Maternity pay is lese than norn!a 1 pay. 

Mobility Allowance is a benefit to help certain disabled 

people to maet their additional tranBport costs. It 1s 

paid ~ payment tiok ● WV four weeks. Mobility Allowance 

should not be confused with ~TORBILITY which is an 

independent mluntarj organisation for the purchaee or 

hiring of Whicles at preferential rates. 

A mortgage is a loan for the purchase of property. The 

loan can be taken out from vsrioum organisations eg 

building society, local authority, bank. The size of the 

loan is usually worked out on multipIes of yaarly selary 

( often 2-2 1/2 timen depending on the lander”s policy) . 

The borrower, in most cases, will have to protide a 

daposit for the property ( say 10%). Mortgage arrangements 

wry in the amount of interest payable and the tax relief 

that can be claimed. Heat mortgages are ona of two types, 

either interest and principal or interest only where there 

ia an endowment policy cow?ring the principal. (See 

Optxon mortgage, ‘Top Up’ mOXtgage). 

In April 19S 3 a new scheme was introduced whereby tax 

reliaf . on interest can be giw$n by the organisatzon 

granting the mortgage rather than Inland Re u!nue via PAYE 

tax coding, etc. The scheme ia not uninrsal and not al 1 

institutions have adopted it. Under tha new scheme the 

amount of intereat paLd to the building society, etc, ia 

reduced by the amount of tax relief due. 

A NI contribution is a regular contribution by indi vlduals 

to ● nable them to obtain ~rioua national insurance 

banef its. All employed and aelf employed persons (earning 

more than a apecif ied minimum amount) are required to pay 

a NI contribut~on. sane non-employed persons may alao do 

ao. There are different clasaea of contribution depending 

upon employment status. 

Employees pay claaa 1 contributions which are deducted 

f rorn their wage or salary. There are three lewls; 

contracted into the atate pension scheme, contracted out 

of the rotate pension achame (if the employ-e is in a 

pri ~ta pension ● chemo) and a raduced rate paid bq married 

woman who were paying into the scheme bafora April 1978. 

(The reduced rate entitles them to fewer banef its). 

Self employed pay claaa 2 contributions on a regular basis 

and claaa 4 on an annual baaia depand~ng upon prof lta. 

Non-employed pmraona may almo pay ~luntary contributions 

under clasa 3. 

112

NATIoNAL SAVINGS 

BONDS 

NATIONAL SAVINGS BANK - 

NATIONAL SAVINGS 

CERTIFICATES - 

NI 

NI 

RETIREMENT PENS ION - 

SICKNESS BENEFIT - 

OLD PERSONS PENSION/ 

OVR 80s PENSION 

ONE PARENT BENEFIT - 

OPTION ACCOUNT - 

PACKAGED HOLIDAY - 

PENSION FROM PREVIOUS - 

EMPLOYER 

PERSONAL PENSION 

(PRIVATE PENSION) 

There are two types - Income Bonds and Deposit Bonds. 

Income Bonds pay out a monthly income based on interest 

while Oeposit Bonds accrue the interest until required. 

This was formerly the Post Office Savings Bank. There are 

two types of account; ordinary accounts and investment 

accounts. The investment account offers a higher rate of 

interest and longer withdrawal terms than the ordinary 

account. There are no cheque books for these accounts, 

for both types of account customers havs a book in which 

all deposits and withdrawals are recorded. It is possible 

to tXanSfer money frOm a National Savings Bank account to 

a National Post Office Giro account. 

There are two types Index-linked which are described under 

that title and ordinary. Ordinary certificates have an 

issue number eg ’28 issue” . They are normally for a 

period of 5 years. 

This is the basic atate pension for retired people ( ie men 

aged 65 and o=r, women aged 60 and over) . The rate of 

this pension depends upon the record of NI contributions 

during working life. It is paid weekly by payment book. 

This bsnefit is paid to people who are incapable of work 

due to sickness and have satiafied certain NI contribution 

conditions. Sickness benefit is paid for 20 weeks while 

the person is incapable of work. The benefit is claimed 

by filling in the NI Medical Certificate and sending it to 

the DHSS Office. Payment is by giro cheque, weekly. From 

April 1986 it will be paid only to those not qualifying 

for SSP (See Statutory Sick Pay) . 

The basic NI retirement pension is conditional on the 

record of NI contributions. Old Persons Pension is paid 

regardless of the NI contributions record. 

This benefit is paid to single parents, whate %er the 

reason for them being single parents (ie widowed, 

divorced, legally separated or single) . AS this is an 

increase in Child Benefit for single parents, the person 

must ha= been entitled to Child Benefit in the first 

place for at least one child who lives with them. It is 

paid weekly or every four weeks by payment book. 

See budget account at a shop or store. 

Where a trained agent arranges all tra!,el, board and 

eating arrangements. 

A pension from previous amployer ia based on contributions 

made by the employee to the employer’s pension fund or 

upon contributions mede by the smployer on the employee’s 

behalf. 

A pension scheme usually run by an insurance company into 

which individuals pay while working so that they can draw 

a pension when retired. Most common ly ubed by 

self-employed but can be used by employees in place of a 

company pension scheme. 

113

POST OFFICE GIRO 

PRIVATE SICKNESS 

SCHSHES 

RATES 

~TES REBATE 

,, 

REDUNDANCY PAYFISN 

R~T ALLCS?ANCE 

RRsT REBATE 

Thxs is also kncwn an National Giro. When making a 

payment by Giro, the GirO account holder either fills In a 

transfer form and tranmfern,,, ~ney frOm his account to 

another Giro account, or he ms)t~~ uee of a standing order 

to another Giro account. Apart from these two m?thods lt 

is alao posalble to make payments to a non-Giro account 

holder on a Giro cheque. Giro cheques can be cashed by 

non-Giro account holders at a post of f>ce or paid into 

bank accountn. 

There is alno a Post Office Giro deposit account, 

Private sickness schemes can h run on a commercial basis 

or on a private baaia by workera in an undertaking. Eg, 

Hospital Savings Association, Insurance Coupaniea. 

~taa ara a tax on ● ll kinds of property (couurercial and 

private) le tied by and paid to the Local Authority. The 

money from ratea -es twar& paying for local ● er vi cea of 

tarious klnda. The amount paid in rate# dmpen& on the 

rateable wlue of the property and the amount in the pound 

which “the council decides to levy in a particular year. 

Some people with lW incomes who are liable to pay rates 

MY 9et relief tWardS paYin9 them by the Local Authority. 

Owner occuplars or tenants may qualify for this. The 

amount of rebate depends on the income of the person 

claiming, the size of their family and the Amount they pay 

in rates. The rebate can take the form of a refund or a 

reductLon of the rates payable. There may be variations 

on this in >n&vidual circumstances, (SEE ALSO HOUSING 

BENEFIT) . 

TS - Under the Redundancy Payments Act 1965, an employer is, in 

most clrcumatances, legally obllged to pay a minimum lump 

aum in redundancy money to any employee who ie made 

redundant after working continuously for the employer for 

at leaat two years. 

The amount of the payment depends upon the age of the “ 

person when he is made redundant; the number of completed 

years sertice (over the age of 18) and the weekly earn~ngs 

at the time of redundancy. Redundancy payments under the 

Redundancy Payments Act are distinct from saverance pay or 

money in lieu of notice. 

A benefit administered by tlm L.ocal Authority for private 

tananta to help with paying their rent. TO qualify, the 

income of the family haa to ba tilcu a certain lew!l. The 

amount of the ● llowance depends on the size of the f anu 1 y 

and the. amount paid in rent and income recei w!d. The 

allowance takaa the form of ● caah amount. (SEE ALSO 

HOUSING BENEFIT) . 

A benefit administered by the Local AuthoritY for council 

tenanta to help with paying the rent. TO qualify, the 

income of the family has to b klcu a certain level. The 

size of ‘ the rahate dependa on the number in the family, 

the amount paid in rent and incoma receiw!d. The rebate 

takes the form of a reduction in rent. (SEE ALSO HOUSING 

BSNEFIT) . 

114 

36@

. 

RETIRENSNT PENSION - 

SAVE AS YOU EARN - 

SECOND MORTGAGE - 

SELF CATERING 

HOLIDAY 

SELF EMPLOYED 

SNEPANCE PAY 

SEVERE DISABLEMENT - 

ALLOWANCE 

SHAP&5 

SHOP RUNNING A CLUB - 

SICKNESS BENEFIT - 

SICK PAY 

SOCIAL FUND 

SPECIAL TEMPoRARY - 

EMPLOYMENT PROGRAMME 

( STEP) 

See NI Retirement Pension. 

Sa= As You Earn is a National Sav_in9S or Building Society 

scheme whereby a Person agrees to make sixty regular 

monthly contributions ( from a S4 minimum to a s50 maximum) 

ovsr five years. 

A second mortgage is s+ loan usually arranged for a large 

item of expenditure (eg, home improvements). The 

distinguishing feature of this type of loan is that it 

uses the person’s home as security, consequently the rate 

of interest is likely to bs less than other types of long 

term loan. 

Where all arrangements for eating are arranged by the 

holiday maker. Trawsl and accommodation may bs arranged 

by agent or by holiday maker. 

SOUeOne is self employed if they work on their own account 

instead of &awing a wage or salary from an employer. It 

includes anyone who is responsible in their work only to 

themselves (Tax is not deducted at source by PAYE but paid 

direct to Inland Revnue) . 

This is general term covering payment for loss of office 

or money in lieu of notice. 

Paid to people who cannot work because of long term 

sickness and who do not qualify for Contributory 

In=lidity pension because of too few NI contributions. 

A share in a company can bs bought by an individual 

thereby making him a part owner of the company. Interest 

( dividend) is paid from the profits of the company to 

shareholders. 

This type of club is normally run by a small shop mainly 

for toys, clothing and household goods. In many cases the 

customer has to make a number of payments to the club 

before being entitled to mske a purchase. Usually the 

payments are not earmarked for any specific item, but can 

be used to purchase any goods sold by the shop. 

See Statutory Sick Pay. NI Sickness Benefit. 

See Statutory Sick Pay. NI Sickness Benefit, ~ployers 

Sick PaY . 

~is fund replaces statutory grants such as Death Grant 

and Msternity Grant. Paymsnts from it are msans tested 

ie. a grant depends on income and need. In April 1988 

lump sum payments for people on bsnefit towards the cost 

of hsdding, clothing etc will bs replaced by LOAwS from 

social fund. 

This programme provides temporary work for adults who 

have bsen out of work for six months, in the case of 19-24 

year olds, or twelve months for those whO are older. 

Those taking part are paid the rate for the job subject 

to a maximum limit. Projects are sponsored by Local 

Authorities and voluntary organisations and are designed 

to improw the local area. The programe is run by the 

Manpower Ser vices Commission. The programe is currently 

being replaced by the Community EnterPrise prova~e 

(CEP).

STANDING OP.DERS - 

STATUTORY NATEP.N ITY - 

PAY 

STATUTORY SICK PAY - 

(SSP) 

STOCKS - 

STRIKE PAY - 

SUPPLEMENTARY BENEFIT/- 

1 NCOME SUPPORT 

SUPPLEMENTARY WTES - 

TECHNICAL AND VOCATIONAL 

EDUCATIONAL INITIATIVE 

(’WEI) - 

‘ TOP UP ‘ MORTGAGE - 

2%2s is an arrangement that can be made with a hank to pay 

regular bills. The bank can automatically pay the bills 

on prearranged dates and deduct the amount (s ) from the 

person’s account. 3 

Started in AprLl 1987 this nsw benafit gradually replaces 

Naternity allcwance and maternity pay frcm smployer. The 

new Statutory Maternity Pay will be paid by employer. The 

amount paid will depend upon length of service, 

wages/salary and hours worked. It is paid for eighteen 

weeks. 

~ployees raceivs 55P from their employer for the first S 

weeks of d ckness in ii tax year. This 18 followed by NI 

sickness Benefit paid by DHSS. Frmi April 19S6 SSP will be 

paid for 2S waeks followed by Inrnlidity Pension. 

The paymnt is subject to wrious conditions includng 

length of service. 

NB . SSP should not bs confused with payments under a 

conpany sick pay echeme. 

Usually refers to a block of shares (see shares) . 

An amount paid by a Trades Union to i,tB members who are on 

official strike. The amount paid =ries tetween unLons 

and depends on the circumstances of the strike. 

This 18 the basic Social Security bsnefit designed to 

prevent anyone having too little to li u on. There are 

two kinds of Supplementary Benefit, Supplementary Pension 

for people owr retirement age and Supplementary Allowance 

for people aged 16 to retirement age. The amount of 

benefit that can be receind depends on a means test of 

needs and resources. Paymant is made by giro or payment 

book . Supplementary Benefit may be paid with other 

benefits. 

These are additional rates lened by the loca 1 

authorities. They are normally levied in the second half 

of the financial year. They are normally encountered 

during periods of rising inflation. 

lVEI is the name givsn to a scheme whereby at 14 years of 

a~ children can drop son!a academic ●ubjects and replace 

these With wmrk orientated subjects eg information 

technology. The idea of tha scheme is to better prepare 

children for work. 

In cases where a building eociety does not grant a full 

requested mortgage to cowm a particular property the 

balance msy bs prodded by another organisation eg, an 

insurance company. 2’he payments on this type of mortgage 

are usually made separately, to the Orgati SatiOn Vantin9 

the additional mortgages. 

116 

362 

.“ 1

TRADE UNION PENSION - 

TFQoE UNION SICK PAY - 

TRAINING OPPORTUNITIES 

SCHEME (TOPS) - 

TRUSTEE SAVINGS BANK - 

TRUSTS - 

TURNOVER - 

UNENPLDYMENT BENEFIT - 

UNIFIED HOUSING 

BENEFIT - 

UNIT TRUSTS - 

A Proportion Of some Trade Union contributions are p“t 

into a pension fund, which is paid on retirement. This is 

not a pension resulting from being an employee of a Trade 

Union. 

Some Trade Union subscriptions include an element which is 

put into a sick fund. Members of the union who are sick 

can claim benefit from this fund, provided they meet the 

necessary requirements. 

People ovsr 19 who have bsen away from full time education 

for a total of at least two years after age 16 can apply 

through Jobcentres for a TOPS course to learn a new skill. 

The lengths of TOPS courses vary according to the skil 1 

being learnt. While on the course people are paid a basic 

weekly rate. w earnings related supplement may also be 

paid depending on the person’s NI contributions record and 

earnings in the relevant tax year. 

Until recently the TSB was similar to the National Savings 

Bank and was closely controlled by the government. It was 

also organised on a local basis. Today it is organised in 

much the same way as a normal high street bank, eg 

Barclays, Midland. 

A trust can be set up with an amount of money, to benefit 

a certain person or a group of persons. A trust has to 

have an object or clearly defined aim. A trust is managed 

by trustees for the benefit of those for whom it was set 

UP t ie the beneficiaries of the trust. Trustees are 

legally required to invsst in suitably safe investments. 

There are two basic types of trusts; fixed trusts, where 

a particular person or organisation has the right to 

income from the trust, and discretionary trusts, where it 

is left to the trustees to decide which of the possible 

beneficiaries should be paid income. 

A company’s turnover is the value of total sales (ie total 

gross takings ) during a specified accounting period, 

normally a year. 

People out of work axe entitled to claim Unemployment 

Benefit if they have worked for an employer and paid full 

NI class 1 contributions. Self-employed people and 

married women who pay reduced NI contributions cannot 

claim. To rnsintain receipt of the bsnefit, the person 

must register for work at the employment exchange. The 

maximum length of time bsnefit can b+ received is one 

year. Payment is by giro. 

See Housing Benefit. 

Unit trusts are trusts that are set up for the purpose of 

investing money in a wide range of undertakings, to get a 

good return for the people who have invested ( ie bought 

units) in the trust. These trusts .ary in the types of 

investment made and the method of providing return for 

investers. Often a proportion of money paid is used as a 

premium for a life insurance. 

117

WAR LOAN - 

WAR DISABILITY PENSION 

WAR WIDOWS PENSION - 

WATER METER 

WIDOWED PKITHERS 

ALLOWANCE - 

WIDOWS ALLOWANCE - 

wIDOWS BENEFITS - 

WIDOWS EARNINGS - 

RELATED SUPPLEMENT 

WIDCWS PENSION - 

YOUNG WDRKER5 SCHEME - 

YOUTH TRAINING SCHEME 

(YTS) 

A war loan was a way of invsstlng in government stock 

prmarily for the war effort. Such loans, some of which 

are still outstanding, were gene~.ally at rather low rates 

of intereat. 

- This pension can bs paid to individuals Injured as a 

result of a state of war or other designated mi lltary 

action. Additional allowance that msy be paid with this 

ere unemployability supplement, constant care allowance, 

comforts allcwance, ● ducat ional allcwance, clothing 

allcmance, exceptionally se~re disablement allowance. 

This pension is paid to widcws whose husbands were killed 

in either of the world wars. It maY alno be paid to 

widcws of civilians who were killed in the second world 

war. The pension is not normally ●ffected by other 

income. 

This is a meter Masuring the consumption of water. An 

individual in charged for the smount of water uned rather 

than paying for water through a ~neral water rate. 

Thla is pazd to a widow when Widows Allm#ance ends (ie 

after 7 months from huabsnd’s death), if the widow has a 

dependent child under the age of 19. It 16 paid by 

payment book weekly and is nub ject to the husband ha ung 

met NI contribution requirements. 

Widows Allowance is paid for the first 26 weeka after the 

husband’s death if the woman was under 60 when the husband 

died or he was not getting a Retirement Pennion when he 

d~ed. The allowance is conditional on the husband hating 

met NI contribution requirements. It is normally paid by 

payment book. 

A series of bsnefits that a wid.m may be entitled to after 

her husband’s death. See Widows Allowance, Widowed 

Mothers Allowance, Widrms Pension. 

See Earnings Related Supplement. 

Widma Pension is paid to a widow when Widm#s Allowance 

ends, if the womsn wan 40 or owr when the husband died or 

when Widovm Allowance ended, provided that there ie not a 

dependent child under 19. The pension is subject to the 

huab.md having met certain NI contribution conditions. It 

ia normally paid Iq paymsnt bok. 

Under this a chems the Nanp ower services COmmssiOn 

●ubs~diaes an employer for employing a young person who 

has been registered as unemployed. The amount of subsidy 

depends upon the wage paid. This is not a state benefit 

an such. 

Training can cower up to two years and takea place on the 

job or at college or school. 

Payment ia by allowance. 

Known as Youth Training Programnw in N Ireland. 

WP1OO1-1025B 364 

1 lB

The sample 

Address List 

Using grid references 

Address difficult to find 

Address labels 

Non-divided and divided addreases 

Multi-household addresses 

Concealed multi-household procedure 

(England, Wales and Scotland) 

Pre-sampled multi-household procedure 

(Scotland only) 

Rateable Unit selection procedure 

(Scotland only) 

Household selection procedure 

( Scotland only) 

SANPLING DETAILS 

CONTENTS 

NB 1. Sampling extension for FES Queries is 2366 

2. These notes form part of FES Interviewer Instructions . 

Page 

1s 

1s 

4s 

6S 

7s 

8S 

10s 

11s 

15s 

15s 

19s

THE SAMPLE 

Conwsrslon to PAF 

FES SAMPLING DETAILS 

Each year we call on shut 11,400 addresses in Great Brltaln taken at monthly 

inter tals. Until 1985 the addresses were draw” from the Electoral Register but 

ara nm taken from the Post Office’s llst of addresses: the Postcode Address 

Fila (PAF). 

Effect of reeligible addresaea on quota size 

The PAF M the Post Office’s list of addresaes (or ‘del Luzry points’ , as they 

call them) and ~stcodes for Great Britain. It is a mod sampling frame in that 

it is aa nearly as posalble a complete list of addreasen and, being held on 

computer tapes, it ia relatively easy to use for &awing a sample. The 

addreasea on your list ha we been selected at random from the ‘ SIM1l user’ 

Postcode Address File, that iB the file of deliw!ry ponts which recelw? fewer 

than 25 articles of mal per day. By using only the small user file we hope to 

awld sampllng large lnstitut~ons and businesses. Howe vsr, some small 

buslnessas or commercial premises may be sampled and appear on your address 

list. Therefore you may f~nd a slightly higher proportion of Ineligible 

addresseg than in an Electoral Register sample, particularly In quotas Ln city 

centres, where shops could be sampled (Note, however, that you must call at all 

the sampled addresses to check for resldantlal accommodation) . 

The FES relates only to domestic households (which satisfy the conditions In 

sections Al to A1O of Inter mewer Instructions) which are In residence at the 

gi -n addrasa at the time of the lnterwewers first call. 

Address List 

An example of a PAF address list, reduced in alze, IS included for reference on 

page 2. The top two llnes gxvc general unformatlon about the quota. Working 

from left to right they giws the followlng details. 

TOP LINE 

Sur WY Number The survey number, name and year will be consistent 

Survey Name throughout the year but, obmously, the quarter and month 

Year Quarter will change. 

Month 

Inter wewer The intaSViOWeI’s 

m Field Branch. 

Office Use This gl tes HQ the 

printed. 

name 

date 

and number WI1l be written >n by hand 

on which the address list was 

1s 366

. 

U) 

.j! 

--Q 

s0837 FANI LY EXPENDITURE SURVEY 

AREA NO: 004 POSTTOWN : NORWICH 

1987 QTR 1 JANUARY INTERVIEWER : OFFICE USE: 031284 

SECTOR: NR3 1 / NORWICH NORTH EAST REG1ON 05 

ADD SERIAL NO ADDRESS POSTCODE IK3 LA 

01 

02 

03 

04 

05 

06 

07 

08 

09 

10 

● ☛☛☛☛☛☛☛☛ LA ,IyJ Is N(3Rw~(-,, 

7 MAN13ELLS ROAD NR3 lAA 19G 

13 K3wES YARD NR3 lAW 19G 

ST GEORGES STREET 

23A CHURCH LAN E NR3 lBP 2 19G 

DIVIDED AODRESS BOXE13 PART ONLY 

● ************** ● ************** ● ************** ● ************** ● ************** ● * 

● 23A CHURCH LANE 

● ********************* ● **************** ** ************************************ 

23 CHURCO LANE 

14 GRANGEWOOD AVENUE NR3 IDE 19G 

23-25 LONG ROW CANWICK NR3 lDY 19G 

59 RED LION STREET NR3 lEE 19G 

DIVIDED mDHESS BOXED PART AND ANY PARTS NOT LISTED ON ADDRESS LIST 

FLAT 1/59 RED l,ION STREET 

FLAT 3/59 RED LION STREET 

● ************************* ● ***************** ● ******************************** 

● 

59 RED LION STREET 

● ********************* ● ****************** ● *********************************** 

THE GATE HOUSE/ ST MARTINS ROAD NR3 lEP 19G 11 

26 PRINCETON GARDENS NR3 lHG 19G 11 

DIVIDED ADDRESS BOXED PART ONLY 

BASEMENT FLAT/2 PRINCETON GAPDENS 

● ***************** ● ******************* ● ************************* ************* 

● 

2B PRINCETON GARDENS 

● *************** ● *************, ● ************** ● ************** *************** ● 

2 PRINCETON GA R33ENS 

149 BARRACK STREET NAZEL GROVE NR3 lJD 19G 12 

THE COTTAGE/BEECO RDAO SWANLANU NR3 lPW 1‘9G 12 

● 

● 

* 

w 

10 

10 

10 

10 

10 

10 

GRID w3F 

62310/30930 

62320/30880 

62310/30910 

62290/30930 

62300/30930 

62290/30990 

62320/30870 

62320/30880 

62310/30940 

623{) 0/30950

),” 

SECOND LINE 

Area Number 

Post Town 

Sector 

Region Number 

MAIN SODY OF LIST 

The information In 

1. Add Serial 

Number 

2. Address 

3. Postal 

Dintrict 

4. Post code 

5. M.o. 

(Multl- 

Occupancy 

Indicator) 

This consists of a 3 digit number wh=ch should be entered on 

all documents. 

This shws the post town in which the addresses are located 

but bear in m.lnd that this is not always the same aa the 

geographical location. Often smsll towns or villages are 

included In tha post town of the nearest large town or 

city. 

This sbwa the poetcode sector in which all the addreases 

are located; It will consist of one or two letters and two 

or three digitm. It in followed by the sector name. (The 

nsme has been allocated by OPCS and IS not ns?anlngful to the 

Post Office) . All the sampled postcodes on the address llst 

will start with the same letters and numbers as the sector 

printed here. A poatcode la, in fact, completed by the 

adtitxon of two final letters to the postcade sector. Thus, 

the sector may be shown as NR3 1 and the postcodes as NR3 

lAA etc. 

This is a 2-digit number lnd~catlng the Region. 

the main bdy of the 

This is the 2-digit 

number ) . It should 

documents. 

address l~st is presented in El columns. 

address number (often called the serial 

be entared in the ‘SER’ box on all 

Normally this WI1l be the full postal address. Very 

occas~onally, the house name or number WI1l be omitted and 

replaced by an asterisk. If no extra Information has been 

written in please telephone Sampllng for Instructions. 

At some addresses on the llst you WI1l see the words 

“DIVIDED ADDRESS” (See page 8 ) 

There is no heading to this column which shows the postal 

district of the nampled address. This information is not 

always given on the PAF, and therefore on many address llsts 

it appears only intermittently. Nota that entries in this 

column are llnked only to the address on that line (eg on 

the example address list ‘Canwick’ applles only to 23-25 

Long Rw’ and not to any other address on the llst). 

l%is column lists the postcode (up to 7 characters) for each 

sampled addreas. 

If an entzy appears in this column it is an indication that 

the addreas msy be multi-occupied, ie more than one 

household IMY be 11 wing there. The number in the column 

should be treated only as a rough gu>de to the number of 

households you may axpect to f~nd at the address. There is 

no guarantee that thin number is correct, and you Wi 11 still 

ham to call at the address and identify the number of 

househol&s livlng there. See section on MULTI-HOUSEHOLD 

ADDRESSES (Page 10). .,, 

3s

. 

... 

6. L.A. This is the Local Authority code number on the PAF and is 

(Local converted into the LA name at the bottom left of the sheet. 

Authority) If more than one is listed you must call at each for 

rateable values, concessionary fares etc. 

7. W (Ward) This gives a code number for the electoral ward in which 

each address is located (for office use only) . 

8. Grid This gives the grid reference of the first address in the 

Reference post code shared by the sampled address. There are, on 

average, 17 addresses in each postcode so although the grid 

reference may not be the precise one for the sampled 

address, it will only be in an unusually widespread postcode 

area that the sampled address is far from the grid 

reference. 

Most quotas, ie 17 addresses should fit onto one page of A3 size computer 

printout. Howevsr, if the quota contains a number of ‘divided addresses’ it may 

continue onto a second or even third page. Furthermore if the quota covers more 

than one postal sector the sampled addresses in each sector will be printed on a 

separate page. 

If you have any difficulty in interpreting the computer listing or in finding an 

ad5ress (after following the recommended procedure) please telephone Sampling 

for further information (Ext 2366) . ?.lake sure you have the address to hand whez 

telephoning! 

Using grid references on PAF samples 

All PAF addresses ha= an Ordnance Survey grid reference attached to them. This 

is printed out on your address list. They are useful in planning your work i~ 

rural areas, particularly as addresses do not always fall in the Post-town qiv?n 

on the address list. 

A word of caution - not all the grid references will be completely accurate. 

There may be occasional errors in them and since the reference is for the first 

address in the post-code containing the sampled address, rather than the 

specific sampled address, it is a guide to the locality of your sampled address 

rather than an accurate location. Howev?r, we understand that 90% of addresses 

are within 400 metres of the grid referenced address. 

Grid references may still leave You unable to find some rural addresses and they 

are not as useful in urban areas where a street map would be more useful. If 

you still have problems locating an address, please refer to the section 

“Addresses difficult to find”, page 6. 

You need an Ordnance Surrey map of your area, which is fairly large-scale - 

1 : 50,000 or 1 : 63,000 are best. 

4s 

369

77 

75b 76 

;.% 

●.* ● 

75 

74 

73 

72 

52’?: N 71 

270 

The sampled addreas is; 30 Woodland Dri W, Burton Latimer ●nd 

i, gj.wn ● a two sets of fiws digit numixra - 49040/27560. 

YOU chould ignore the f iret and last digits of ●ach ntier ( 4 

The first sat of three digitB (904) giwa the ref~~ence a10n9 

QOI+ 4“ 

map (Sasting). The second ●et of three digits ( 756) giwss the reference UP the 

side of the mmp (Northing). 

the grid reference 

and O, 2 and 0) 

the bttom of the 

EASTING ‘- the numbers 90 4 indicate that the addrema is 4/10 of the ~Stance 

NORTHING .- 

batween refe=n~e pointa 90 and 91. 

the ~drm ~ ~ indicate that the addreas ia 6/10 Of the distance 

between reference points 75 ● nd 76. 

5s

Addresses difficult to find 

The PAF address list does not supply names of occupiers of each address. Names 

from the Electoral Register sample were often used in rural areas to help locate 

obscure addresses. We want you to nuke the best use of your time in trying to 

locate vague or obscure addresses. Experience has shown that the most effective 

methods of locating difficult addresses are: 

1. 

2. 

3. 

4. 

5. 

If after 

Asking local people including the postman 

Phoning local Post Code Enquiries (Tel No in Blue Postcode book) . 

Phoning local Sorting Office (before 11 am) 

Asking at local Post Office 

Asking police 

consulting naps, visiting the area and enquirinq locally You still 

cannot locate an address, there are two alternatives: 

1. Telephone Sampling 2366 who nay be able to provide extra information 

either from the PAF or from the Electoral Register. 

2. Check the address on the Electoral Register, to obtain a surname, 

yourself. Copies are usually held at libraries and some post c: fices. 

You should decide which is cheaper. Obviously if locating an odd address in the 

Electoral Register inml~s a long journey, parking expenses etc, it would be 

better to telephone HQ. If, howemr, you have several obscure addresses and 

there is a copy of the Electoral Register locally, it would probably be cheaper 

for you to check this yourself. Please note this is only permissible when all 

other msthods have been exhausted and it should only be necessary in a wry 

small number of cases in rural areas. Make a note of any such calls on your 

claims form. Some Sub Post Offices have a copy of the Electoral Register to 

hand and may be willing to help you. 

Blue Postcode Books 

You may also find it useful to obtain local postcode books. Local Post Offices , 

in theory, can supply these free on request, so it should be possible to collect 

one when you call to post work etc. If you havs any problems with this, we will 

supply an introductory letter for you to hand in at the Post Office. Don’t make 

a special journey to collect a Blue Book! 

Counting Households at Address 

At each address you should try to find out how many households are present at 

your first call. If the address contains more than one household you should 

list all the households according to the procedure describsd on page 11. 

The total number of households you hav? listed should be the total number at the 

address. 

Address Empty at First Call 

Count an address as empty on the 

Do not recall e~n if you know a 

month. 

first call at which you discover it is &npty. 

household(s) will be moving in later in the 

6S 

371

ADDRSSS LABELS 

In adtitlon to your addresss l~sts you WI1l be given a Set of sticky labels - 

one for each address in your quota. 

You should stick the labels in your notebook which will save you copying out the 

address by hand. 

All the information giwn on the label WI1l also appear on your address l~st but 

in a different format. 

An example of the label you WI1l be gl~” M shown below. 

00359/03 m4 

244 LONDON ROAD 

HADLEIGA 

Details shown on label 

LEFT HAND COLDMN 

● ****** 

BEN FLEET WARNING 

ss7 2DE DIVIDED 

ADDRESS 

● ****** 

HADLEIGH /!4011 

CASTLE POINT CD /GR58110/18690 

00359/03 - Area No, and Address Serial No 

244 L.mdon Road - Address 

Hadleigh - Postal District 

Benfleet - Post Town 

SS7 2DE - Postcode 

Hadleigh - Sector name (allocated 

Castlepoint CD - Local authority name 

11 

7s 

by oPCS ) 

372

RIGHT HAND COLUMN 

MO 4 

● ☛☛☛☛☛☛ 

WARNING 

DIVIDED 

ADDRSSS 

● ****** 

- Multi-occupancy indicator. This will appear only if 

the figure in the M.0, colum on your address list is 3 

or more 

- This will appear only if the address is, in fact, a 

‘Divided Address’ 

WD 11 - Ward code 

GR58110/18690 - Grid reference of the first address in the postcode 

NON-DIVIDED AND DIVIDED ADDRJZSSES 

shared by the sampled address. 

Most addresses are listed only once on your address list; these are non-di tided 

addresses. (See address serial nos. 01, 02, 04, 05, 07, 09 and 10 on your 

example address list) . A few addresses have more than one part listed on the 

PAF; these are divided addresses. (See address serial nos 03, 06 and 08 on 

your example address list) . Howevar, the PAF is not necessarily complete so one 

or more parts of the address may not be listed. This can happen both at 

non-divided addresses and divided addresses. For example, at a divided address 

the PAF may show a gap in a sequence of numbers (eg in a block of 5 flats where 

only flats 1, 3 and 4 are listed) or there ray be a part with an alpha suffix 

that is not listed (eg ’69 Main Street’ and ’69B Main Street’ are listed but 

’69A Main Street’ is not). 

Clearly we wish to ensure that those parts of an address that are not listed on 

the PAF are given a chance of selection, but we also want to ensure that those 

parts that appear on the PAF do not get a further chance of selection. This is 

the purpose of the ‘DIVIDED ADDRSSS’ procedure. 

1. Non-di tided addresses 

In most cases there will be only one household at the address which you 

should attempt to interview. Howe=r, there are two exceptions: 

(i) You may find nmre than one household at the address on the address 

list. As in previous years you should list all such households on the 

form provided and follow the appropriate mlti-household procedure to 

determine which household(s) to interview. In England & Wales you 

should always use the Concealed Multi-household procedure. In Scotland 

you should use the Concealed Multi-household procedure unless the 

address has a Multi-occupancy indicator of 3 or more in which case the 

Pre-sampled Multi-household procedure should be used. 

(ii) You may find a separate flat or building with the same number as the 

address on your address list but which is not listed on your address 

list. For example when you go to ‘7 Mandells Road’ (see address 

serial No O 1 on your example address list) you find:- 

8s 

373

2. 

Upper flat, 7 Mandells Road’ and 

‘ 7A Mandells Road’ 

Then, m these cases, you should telephone SdMpllng f Or further 

instructions. 

Di aded addremses 

There are two types of ‘D1 waled. Addre8n’ procedure: 

i. BOXED PART AND ANY PARTS NOT LISTED ON ADORSSS LIST 

(See address serial no. 06 on your example addreas list). 

11. BWXED mm ONLY 

(See address serial nos 03 ~nd 08 on your example address list) 

Please be careful to follcw the mstructlons for each procedure as given 

below. 

1. Boxed part and any parts not llsted on address list 

Check fust to see If there are any unl~sted parts at the address. 

For example, lf you fmd a “Flat 2, Flat 4 and a Flat 5 at 59 Red Lion 

Street as well (see address serial no 06) . You should llst the 

households ) at ’59 Red Lion Street’ and the household(s) at the three 

flats (Flats 2, 4 and 5 ) which were not l~sted on your address llst. 

Then follow the appropriate multl-household procedure to determne 

which households should be Inter newed. 

If there are no unl~sted parts of the address then you should attempt 

to Lnterv?. ew the household at the address In the boxed part. If yOU 

find more than one household at the address In the boxed part you 

should follow the appropriate multx-household procedure. 

11. Boxed part only 

Here you should not check to see if there are any unlisted parts at 

the address. wh~ there is only one household at the address in the 

boxed part, inter view that household. If you find more than one 

household at the address in the boxed part you should follow the 

appropriate multi-household procedure. 

If there are any queries please contact Sandy Stefan (ext 2347) . 

9s 

374

.,,. 

,, 

MULTI-HOUSEHOLD ADDRESSES 

Most sampled addresses will contain just one household, but sometimes you may 

come across a multi-household address. This may occur, for example, when the 

sampled address is divided into flats which are not separately listed on the 

PAF . About 2% of all addresses are multi-occupied but the proportion will be 

higher in Scotland and large cities. 

The PAF identifies some probable multi-household or multi-occupied addresses; 

these are indicated on the address list in the colunm headed lM. O1 . (Multi- 

occupancy indicator ) . Howev+r, not all multi-household addresses can be 

identified in this way as some addresses may contain more than one household 

even though the M.O. column is blank. Also the M.O. indicator may differ from 

the actual number of households at the address. 

ENGLAND AND WALES 

In England and Wales you should use the CONCEALED MULTI-HOUSEHOLD procedure ( see 

page 11 ) for ALL multi-household addresses you find whether the M.O. column is 

blank or not. ~Intertiewers who have worked on the survey in pretious years 

should note that this is a departure from the procedure used in the past) . 

SCCTLAND 

In Scotland howe-r you should use the PRE-SAMPLED MULTI-HOUSEHOLD procedure 

(see page 15) at all addresses with an M.O. indicator of 3 or more, and the 

CONCEALED MULTI-HOUSEHOLD procedure (see page 11 ) for all other multi-household 

addresses you find. 

10s 

3’75

cONCEALED MULTI-HOUSEHOLD PROCEDURE 

[ENGLAND, wus AND SCOTLAND] 

You should fauul~arlse yourself with the procedure before visltlng any addresses 

as there may not bs any Lndlcation on your address li9t (le the M.O. column may 

be blank) that an address is multi-occupied. 

In this case you should take the top sheet off your pad of pink CONCEALED 

MULTI-HOUSEHOLD SELECTION SHEETS ( see example on page 1 3). On the front of the 

sheet Insert the serial nher of the address concerned and after talklng to a 

responsible adult at the address list all the households l~ving there at your 

first call. The listing procedure w>ll vary according to the particular layout 

of the address, but it nust bs carried out in the way described below so that 

you (or another interviewer on a follow-up) can ra-identif y the household(s) 

that will bs selected. 

If the ad&ess is a block of numbered flats you should simply list them in 

numerical order, starting with flat 1, 2, 3, etc. 

If the address consists of unnumbered flats or badsitters, whether In a 

block of purpose-built flats or a converted house, you should llst the 

flats in a systematic way, starting with the first on the left on the 

lowest floor and working In a clockwise manner on each floor. 

Exclude from the llst any flats that are knmn to be empty. 

If the address on your address llst 1s marked as a ‘D IVIDEO ADDRESS’ , you should 

list households only at those parts as nstructed on your address llst. le 

‘BOXED PART ONLY’ or ‘BOXED PART ANO ANY PARTS NOT LISTED ON AD ORESS LIST’ . 

On the back of the sheet 1s a selection table tell~ng you wh~ch households to 

inter v?.ew, according to the number you find at the addreas. Pang the numbers of 

the selected households In the left-hand column on the f rent of the sheet. 

(These numbers are not the housenold numbers that you w1ll ewsntually use on 

your schedules. — 

Returning Concealed Multi-household SelectIon Sheets: 

Please do not wait to enter the outcome codes for all the 9elected households Ln 

the right hand column on the front of the Concealed Multl-household SelectIon 

Sheet, but attach the sheet to the Record(s ) of Calls and Outcome for the f~rst 

completed household at that serial number and return it to the office. 

Extra Households per address and quota 

ENGLAND AND WALES ONLY (FOR SCOTLAND SEE PAGE 20) 

At any one addrean no more than 3 households should be dealt with 

For practical reasons (ie to pre =nt a quota of addreaaes containing a lot of 

multi-households from becoming urnnsnageable in the field), there iS a ceilln9 Of 

21 on the number of households/addreasea to be dealt with. 

In counting these 21 you should Include all addresses already reported on your 

Weekly Progress Return (S836H) (ie coded 1, 3-7) together with any extra 

households picked up at multl-household addresaes, and all households coded 9. 

You should include any already returned as empty. Howe vsr, you should not count 

in the 21 any addre$ses returnable aa 2 (no sample selected at address ), s~nce 

11s 

,376

OWI the whole sample they would in theory, counterbalance the extra households 

selected at multi-household addresses. 

so in any one quota no more than four extra households should be chosen from 

concealed multi-household addresses. For example, if two concealed multi- 

household addresses each produce the maximum of three households then that is 

the four extra households. At evary address after that You should select one 

household only, ie you should take the first household that your Concealed— 

Multi-Household Selection sheet instructs you to interview. 

Inter tiewers arrangements 

When you are interviewing more than one household at an address always try to do 

all the inter dews in the same week in order to prevant second-hand versions of 

the survey being passed from one household to” the next. 

If you have any problems in applying these n’ulti-household procedures, please 

ring Sampling for advice (Ext 2366 ). 

12s

GHS/FES EXAMPLE TO BE RETURNED TO F1 ELD WITH 

( FOR USE IN ENGLAND, WALES AND SCOTLAND) 

CONCEALEO MULTI-HOUSEHOLD 

SELECTION SHEET 

List of Households 

H/hid 

No. 

5 

6 

7 

8 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

19 

20 

21 

22 

Procedure 

= 

CALLS & CONTACT/OUTCOME SHEET 

DESCRIPTION OF HOUSEHOLDS OUTCOME CODE 

e9. Location and Surnames if available 

Transfer from 

C&C/CbO sheet 

Room, baaement (Black) 9 

Room , ground left (Jones) 9 

Room , ground right (Da%as) 

1st floor/2nd floor (Nelson) 7 

1 

I 

IF MORE THAN 22 HOUSEHOLDS, 

RING SAMPLING - Ext 2366 

1. Note down the households on the table abovs. This mat be done 

systematically. Start at the lowest floor and work In a clockwlse 

dlrect~on. 

2. mrn the sheet omr for the table showing households to be ~nternewed. On 

the front of the sheet ring the numbers of the selected households. ., 

3. Finally transfer code from Calls and Contacr./Outcome sheet to ‘outcome’ 

lmx . 

13s

Selection Table 

I 

EXAMPLE 

I 

N UMBER OF H/HLDS 

INTERVIEW AT HOUSEHOLDS 

FOUND AT THAT AODRESS NUMBERED I 

3 1 ,2,3 

4 1,2,4 

5 2,3,5 

6 2,4,6 

11 3,4,8 

12 5,7,8 

13 4,6,9 

15 5,10,14 

16 6,11,15 

20 4,6,10 

21 7,14,19 

22 1,17,20 

14 

‘3?9

2. PRE-SAMPLED MULTI -HOUSEHOLD PROCEDURX 

( SCOTLANO ONLY ) 

Any address with a uultl-occupancy (M. O. ) 

as a pre-sampled multl-household address. 

indicator of 3 or more as treated 

Howewsr we cannot Dre-select the 

households f;r you at these addresses because, flats m tenem;nt blocks are 

not often llsted separately on the PAF. Usually only the house number and 

street name are gl ven. Therefore at each ad~eas with an H.O. Lndxcator of 

3 or more we are asking you to sample one rateable unit using the .aluatlon 

li9t6 held at the sating Office. I You should visit the Rating Office to 

obtain the required information bsfore calling on any of 

For each pre-sampled multi-household address you will be 

f OX-MS: 

i. 

il. 

A blue ‘RATEASLE UNIT SELECTION SHEET’ for the 

rateable unit9 (9ee page 17) 

A white ‘PRE-SAMPLED MULTI -HOUSEHOLD SELECTION 

these addresses. 

issued with two 

selection of 

SHEET’ for the 

selectlon of households (see page 21 ). You will need to use the 

sheet only lf the nunber of rateable units at the address 1s too 

small for one to be selected. 

The Area Number and the Address Serial No for that address WI1l 

bs entered in the iwxes pr>v?.ded at the top of both the blue and 

white sheets. It is ebsential that you use the correct sheets 

for each pre-sampled multl-household address eo that households 

are given their corr-dct chance of select~on. 

A. Rateable Unit Selectaon Procedure 

( SCOTLAND ONLY) 

On the Wluatlon lists each rateable un~t at an address >s llsted 

separately and IS described as ‘house’ , ‘apartment house’ or ‘serwce 

flat’ . 

Example: 

Entries on Wluatlon llst: 

House Gordon 

House Kane 

House McKendrick 

Service flat Hayden ‘,- 

When you ha= found the address at the Rating Office, enter the details as they 

aPPear On the =luatiOn list in the b6X on !the’ front of the blue Rateable Unit 

Selection Sheet. (See example page 17) ! Ses sure’ to copy down the number or 

locatlon of eech rateable unit so’ Ihit? yoti~ (o> another inter viewer on a 

follow-up) can subsequently identiff ’the rateable ~it(s ) that WI1l be selected. 

15s 

Gr 1 

Gr2 

1/1 

1/2

On the back of the blue sheet is a selection table with a range of numbers 

corresponding to the number of rateable units you may ha v? found. Against each 

number in the range is the number of the rateable unit(s ) at which you are to 

inter tiew. 

In the example (see serial number 06 ) four rateable units were found. Referring 

to the selection table we see that rateable unit number 1 has been chosen so you 

should interview the household occupying the ‘house’ at Gr 1 (Ground Floor 1 ) . 

Ring the number of the rateable unit selected in this case number 1, in the 

left-hand column on the front of the blue sheet. 

You miaht . find that the number of rateable units is too small for one to be 

selected. In this case an instruction printed 

either i. to visit the address and carry 

multi-household procedure (see 

page 19). 

on the blue sheet will tell you: 

out the usual pre-sampled 

Household Selection procedure on 

or ii. to carry out no interview at the address. In this case you need 

not visit the address at all. Code as ‘No sample selected at 

the address’ . 

Occasionally you may find that the selection table indicates that you should 

carry out inter views at two or more rateable units. 

If the address is a non-divided address and the valuation list shows that it has 

more than one part (ie rateable unit) you should list the rateable units at the 

address on the Rateable Unit Selection Sheet as usual. (This will avoid having 

to make a further visit to the Rating Office) then telephone Sampling to check 

whether any of these rateable units are already listed on the PAF. 

Special Cases 

a. If the address on your address list is marked ‘DIVIDED ADDRSSS’ , you should 

list rateable units only at those parts as instructed on your address list, 

ie ‘BOXED PART ONLY’ or ‘BOXED PART AND ANY PARTS NOT LISTED ON ADDRSSS 

LIST. ‘ 

b. Empty or ineligible units: imy units that appear on the valuation list as 

wacant should be included in Your listing because they may haw become 

occupied since the valuation list was compiled. However, if a unit is 

marked ‘derelict’ exclude it from your listing. (Property with no rateable 

value is often derelict, but You should check with the officer at the 

Rating Office before excluding such property ). 

Units on the valuation list which are non-domestic or commercially rated 

(eg shops, surgeries, workshops ) should be excluded from your listing. 

It is clear that in some cases the unit selected will turn out in the field 

to be empty or ineligible. Treat them as you would any other empty or 

ineligible accommodation - ie no interview is required. 

c. Selected unit contains more than one household: Occasionally you may find 

that the selected rateable unit contains more than one household - ie it is 

a concealed multi-household within a pre-sampled multi-household address. 

In this case YOU should follow the procedure described on page 11. 

16S 

331

ns/FES 

, 

(FOR USE IN SCOTLAND 

PATEABLE UNIT SELECTION SHEET 

EXAf4FLE TO BE RETURNED TO FIELD WITH 

CALLS s CONTACT/0UTCOt4.S SHEET 

ONLY ) Area 1 7 b I 

List an box below all entries on rating llst with~n the selected address. 

IF THEF.X IS ONLY ONE ENTRY THET4 USE NORMAL PRE-SAMPLED MULTI-HOUSEHOLD PROCEDUW 

Rsteable OUTCOME CODE 

un~t no. Entries on Rating List 

House Gorden Gr 1 9 

2 House Kane Gr 2 

3 House McKendrick 1/1 

4 Sertice Flat Hayden 1/2 

5 

6 

7 

8 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

19 

20 

21 

22 

Procedure 

~ 

Transfer from 

C&C/C&o sheet 

IF f@RE THAN 22 RATEABLE UNITS, 

CONTINUE ON SAMPLING SHEET 

1. Copy descriptions of rateable units at the address onto the table above 

2. Turn the 8heet ow?r for the table showing the rateable unit(s) to be 

contacted. 

3. lUng the nunber(s) 

4. Transfer code from 

selected on the table abeve. 

Calls and Contact/Outcome sheet to ‘outcome’ box. 

17s 

“ : ‘3f3-”

Rateable Unit Selection Table 

Procedure 

EXAMPLE 

MULTI OCCUPANCY (MO ) INDICATOR = 4 

HIGHEST NUMBER ALLOCATED SELECT NUMBER (S ) 

1 Do not select a rateable unit. 

Visit the address and use the 

2 usual pre-sampled multi- 

household procedure 

3 3 

4 1 

5 1 

6 5 

7 5,6 

8 2,8 

9 2,9 

10 2,3,6 

11 3,7 

12 1,10,11 

13 2,3,11 

14 2,5,14 

15 1,8,10 

16 2,3,14 

17 7,9,11 

1s 4,8,15 

19 7,13,15 

If you are instructed not to select a rateable unit, but to “se the usual 

pre-sampled nwlti-household procedure, then go to the addresss and list all tne 

households living there on the pre-sampled multi-household sheet that has been 

supplied for 

normal way. 

If more than 

this addresss. Select the households ) to be interviewed in, the 

If 

19 

no interview is required, do not visit the address 

rateable units are found, telephone Sampling - Ext 

18s 

at all. 

2366. 

333

B HoUSEHOLD SELECTION PROCEDURE 

JscOTLAND ONLYI 

You WI1l need to carry out th~s procedure -k if the number of rateable 

units you have llsted on the blue sheet is too small for one to be 

selected and the instructions on the blue sheet tell You to tislt the 

address (see page 16) . After ta+king to a responsible adult at the address, 

list all the households llv!.ng there at your first call. 

‘Ihe households should be list%d” oh the ?roit of the white ‘ PRE-SAMPLED 

MULTI-HOUSEHOLD SELECTION SHEET’ uning the listing procedure described on 

page 11 (ace example on page 21 ). 

on the back of the white sheet ia a selection table with a range of numbers 

corresponding to the number of households YOU MY paVS fOund. Against each 

number in the range is the number of the houaehold( a ) at which you are to 

inter .d,ew. 

In the example (ace serial nun@r- 05)- :hree households were found. 

Referring to the aelectlon table we see ‘that household number 2 has been 

chosen so you should Inter mew the household occupying the flat on the 

first floor, left hand side. king the number of the household selected, In 

this case numbsr 2, in the left hand column on the front of the white 

sheet. (This number LS not the household number you WL1l be us~ng on your 

— 

schedules). 

If there was only one household at ser”lal qumbe; 0-5, no inter mew would be 

requ~red and you would simply return an Inter +iewei Record and Record of 

Calls and outcome for ser~al ,n:~er 05, c0~n9 OutcOme - ‘No s~Ple 

selected at the address’ . 

,- 

If there were e~ght households at this serial number you would have to 

Inter w.ew two households, numbers 1 and 4 on your llst. 

Howe ver it IS rare for you to ,% lnstr~a:ted to complete no inter w.ews at an 

address, or more than one int_e_r ~L.?iY. ,?n the ~~t nmj?rity of cases the 

selectlon table for a pre-sampled nulti-household address will Instruct you 

to Lntervlew one household only. 

Special cases 

a. 

b. 

If the address on your address list is mark~d an a ‘D IVIOEO ADORESS’ J YOU 

should list households only at those parta aa instructed on your address 

li~t. ie ‘BOXED PART ONLY’ or ‘BOXED PART AND ANY PARTS NOT LISTED ON 

ADD=SS LIST’ . -!. , ..- 

Selected flat is empty or in~li;ibl~: Ab’ far es ‘you can, you nhould avm d 

includ~ng ampty accornmodatio; ‘o;’ your ‘~is~, but’’ ktbnome addresaes (eg a 

block of flata ) it may not always be possible to tall whether a flat IS 

empty or not. If you find that the flat you selected for Interview by 

using the table on the Pre-szunp&d Mul\i-h~ysqQo~dh5 election Sheet 1s empty 

or ineligible, you should treat it as Yoru would any other empty or 

~nellgzble accommodation - xe no interview in “;e~tiiked. 

The rele wnt outcome code should & ●tered on the Record of Calls and 

Outcome and on the Pre-sampled Multl-household Select~on Sheet. 

19s

c. Selected flat contains more than one household: Occasionally you my find 

that your chosen flat contains more than one household - ie it is a 

concealed n’mlti-household within a pre-sampled multi-household address. In 

this case you should follow the procedure described on page 11. 

Returning Scottish Selection Sheets 

Please return all blue and white selection sheets attached to the record(s) of 

calls and Outcome for the first completed household at the address, or as soon 

as possible if no household has been selected. 

Extra Households per address and quota 

SCOTLAWD ONLY 

At any one address no more than 3 households should be dealt with 

For practical reasons (ie to pre want a quota of addresses containing a lot of 

multi-households from becoming unmanageable in the field) , there is a ceiling of 

21 on the number of households/addresses to be dealt with. 

In counting these 21 you should include all addresses already reported on your 

Weekly Progress Return (S837H) (ie coded 1, 3-7) together with any extra 

households picked up at multi-household addresses, and all households coded 9. 

You should include any already returned as empty. Howe w?r, You should not count 

in the 21 any addre.rses returnable as 2 (no sample selected at address ) , since 

o-r the whole sample they would in theory, counterbalance the extra households 

selected at multi-household addresses. 

So, in any one quota no more than four extra households should be chosen whether 

they come from concealed or pre-sampled multi-household addresses. For example, 

if two concealed multi-household addresses each produce the maximum of three 

households, then that is the four extra households. At ew?ry address after that 

you should select one household only, in the following manner. 

i. at concealed multi-household addresses You should take the first 

household that your Concealed Multi-household Selection Sheet 

instructs you to inter tiew. 

ii. At pre-sampled multi-household addresses you will usually have only 

Interview arrangements 

one household to interview, but if your Pre-sampled Multi-household 

Selection Sheet instructs you to inter view two households you should 

take only the first. 

Where You are interviewing more than one household at an address always try to 

do all the interviews in the same week in order to prevent second-hand ~rsions 

of the survey being passed from one household to the next. 

If you have any problems in applying these multi-household procedures please 

ring Sampling for adtice (Ext 2366 ). 

UP 1001/10258 

20s

GHs/FES EXAMPLE TO BE RSTURNED TO FIELD WITH 

( FoR USE IN SCOTLAND ONLy ) 

PRE-SAMPLED MULTI-HOUSEHOLD 

SELECTION SHEET 

Last of Households 

Hfild 

No. 

3 

4 

5 

I 

6 

7 

B 

9 

10 

11 

12 

13 

14 

15 

16 

17 

18 

E= 

19 

20 

21 

22 

Ground floor 

CALLS & CONTACT/OUTCOMS SHEET 

w 

L I I 1 

DESCRIPTION OF HOUSEHOLDS OUTCOME CODE 

eg. Location and Surnames if amllable 

Ist floor, left hand side 9 

Ist floor, right hand side - 

. . 

I 

, 

1 

I 

Transfer from 

CGC/C60 sheet 

IF PDX3 THAN 22 HOUSEHOLDS, 

CONTINUE ON SEPAPATE SHEET 

Note down the households on the table ebows. This must be done systematically. 

Conseati=ly numbered flats are put down in order. If unnumbered start with 

the lowest floor and work n a clockwlae direction thus:- 

1. GROUND FLOOR, FRONT, L. H. SIDE 

2. GROUND FLOOR, BACK 

3. GROUND FLOOR, FRONT, R. H. SIDE 

4. FIRST FLCOR, FRONT, etC. 

NB EXCLUDE empty flatS 

Turn the sheet owr for table showing household(s) to be interviewed. 

On the front of the sheet ring the nbmber(s ) of the selected household . 

Finally transfer code from Calls and Contact/Outcome sheet to ‘outcome’ ~x. 386 

1

EXAMPLE 

SELECTION TABLE ( B ) MJLTI OCCUPANCY (MO) INDICATOR = 5 

NUMBER OF H/HLDS 

I 

INTERVIEW AT HOUSEHOLDS 

FOUND AT THAT AODRXSS NOMSERED 

1 NO INTERVIEW 

2 

3 2 

4 

5 3 

6 

7 4 

8 

9 

10 

12 

13 

14 

15 

1 

4 

2 

1,4, 

3,8 

2,9 

7,10 

7,9,11 

4,9,11 

7,9,11 

17 2,4,9 

18 8,14,16 

19 1 ,4,8 

20 

If the number of households found is more than 20 please telephone Sampling for 

instructions: (Ext 2366). 

WPIOO 1-10258-l/59/5 

22s 

5,8,13 

1

.. .... 

1 

.-,..:.. ,-.._ 

.4-- 

---- ---- -- 

1 oSIOQOS HW’(DHH 

“-., ..” l“. -1 

- .-. . ---- - I 

INA 007 (12] Q 007 

m., ..,.., “.”- 

. . . . . . . . . . 

i 

:. . 1- 

. 

. . . . . . . . . .1 

lBNN10001 -l I+qi’’wbl 

IN 01 13” qocia 

I 

. . . . . . ““. -1 I 

t-, . 

I’AGJC nol

To 

12 

13 

14 

I 

n 

d 

i 

v 

i 

d 

u 

a 

I 

P 

r 

o 

m 

P 

t 

all households (*k hoh or wife) 

Do any households besides your 

own household live at 

(quote address)? 

NOHHATAD@) 

(a) How man; ‘other households live at this QO12A 

address? 

How many of the following rooms do you have in your 

accommodation (that is those rooms at this addrcm 

which you own, rent or occupy rent free)? 

Rompt all rooq and enter number in first 

column (a) of grid Mow 

. 

How many of the following rooms are 

(a) Occupied solely by your household? 

(b) Shared with other household(s)? 

(c) Let or sublet? 

Prompt all rooms ●nd enter number in 

colsunns (a) - (c) of grid below 

Rmm used partly for bus-mess to bc 

priority coded i.e. no dopkation 

(a) (b) (c) 

Rooms partly 

used for 

business 4 

Rooms used only 

for business— 

Q.13 or 14(a) I Q.14(b) 

L 

I 

, 

-cn- 

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

Q.14(c) 

Bedroom 

— Q2!!k d.- 

~oK~~ ( 20) 

.W!!k- .8L 

NoSH KlT(30] 

. Lo --- Iq-,>C3 -—--- . 

hlosL- WT(@) 

Kitchen _ 

w. w . .QOI* A5.~ . QO1*..~Q’- -4 

Scullery used NO*U ~ (21) t40sMstuL(3 I] No- CUL(LLf 

for cooking _ ..qol~ /+5 QOIW es Q olq-,. C5 . 

OFF 

USE 

Dining/living fNo L\VQ (21A; ~oSHL M (3g Nosu IUR(Q ; 

room 

/ 6 

Qo14 &b QO14 ,Sb , m 1 %— ~b - 

r 

hJoOfikH (2$ ] iJoWMm~35i NO54~~H (+q - 

Bathroom _ 

Garage — 

Other rooms 

(specify below) ‘kold Aq I ~Oik18q I @!!!lgl 9 

I I 

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

1 

I 

I I 

5 

Ask (a) 

ti to. 13 

Go to 14 

t’.- 

SCe 15 

* 

. .

. —. 

(Ask hoh or wife) 

s 

I I 

15 In addition to the rooms you have 

just told me about, are there any 

other rooms in this rateable unit 

(describe unit from 126)? ‘” 

9 

l&OtWooc 

Qols 

(60A) 

2 

yes— 

No -c 

n 

I 

1- 

2- 

I 

al 

I 

I 

I 

I 

NoRoohl No (371) 

(a) How many other rooms? 

(Exclude any rooms 

entered ●t 13 or 14) 

QO 154+ 

-m 

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

I 

I 

I I 

I I 

Ask 16 

I I 

To au households (Ask hoh Ody) 

m.- 

I I 

I I 

LT

. ------ —-. .— 

To all households (Ask hoh Or wife) 

17 Do you rent or do you own this accommodation? 

Include uravan mobile home 

or houseboat 

(a) Do you rent 

(b) 

(c) 

(d) 

Running 

prompt 

Do you own 

your accommodation _ 

,. 

4 

Rents—- 

Owns ,—- 

from a council or New Town Corporationz 

(includ~ Scottish Special Housing 

Aasociatio~ Northern Ireland Housing 

Exccutivc) 

from 

from 

your 

Neither _ z-. 

a housing association & 

someone else unfurnished e 

or furnished? 

accommodation _ 

n -~a,, 

J I 

I I 

/+04 

.L: ...... 

x 

~ ,.;. - U 

& 

(d 

to (b) 

1 

]Nfi121(bI’) 

Q017 

2 

3 

4 

Go to (c) 

GO to (d) 

RUnning 

prompt 

with a mortgage or loan 

by rental purchase 

-5 

- 5 

Goto24 

or outright? 

6 } 

Caravau mobile homes and hou.scboats Wing 

purchased to bc coded 6 and payments rccordcd ●t 79-81 

Probe to make 

Do you receive 

rent free? 

your accommodation Ycs - 

No ;_. 

7 

8 } 

certain not 

Codes 14 

thCfl ask (d) 

Does anyone outside your household Day rent on 

this accommodation on your behalf? - - 

(Exclude rent rebate/rent allowance/ ~-fiy$eg (@ 1 

housing benefit - Scc 17A) QOIT D ~o—- 

-m 

mi 

RcN-r~AY (63) 

(i) 

Q.Ol~Dl 

How much rent did they pay last time 

I 

- Ask (i) - (iii) 

- Go to (c) 

t I 

(ii) How long did this cover? 

““-= 

% “fnfer 

QOiID2 period code 

I 

(iii) Does your employer pay this rent on I t 

your behalf? 

WPRENJT@) 

@o17D3 

Yes z. 

‘0— ; 

- Ask (C) 

- Specify 

u 

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

To renters coded X at 17 or rent fre coded 7 at 17(c) 

-d 

1 

~ 

av 

I 

(e) Is your tenancy dependent on your job? 

lNfl IfO(&b) 

Yes -. 

No ~ 

Qo17E n 

1 

2 

Scc 

-.—. 

17A 4 

0’

— .——. 

5 

-. .—. -— 

To ●ll with rented ●cmmmodation who pay 

●ll or part of their rent (code 2 at 17A) (Ask hoh or wife) f P 

18 How much rent did you actually pay last ~~tdT (70) 

time (including any rooms you sublet)? 01 I 

Include rent paid 

●nd housclmat 

for anva~ mobile home 

RENTDK 

@owDE~ ‘PI 

(70A) 

......................... 1 

I I 

19 How long” did this cover? 

. 

PEt?co 70(7 

Enter ~Olq 

Period code 

h 

20 Do you have a rent holiday? 

kf~~~~ (q/A)l~ 

Q 

1 ~N~O~ 

-n- 

2- 

–Uk’’’ridl 

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

21 

(a) For how many weeks of the year? 

Did you receive any rent rebate/rent 

lllowance/housing benefit in connection 

with your last rent payment? 

t@JTMOL (72) 

Q020 

A -m 

............ ............ - 

UE6 (73) 

‘%5 ,—* 

1- 

No -. 

2- 

Q021 

n 

~eI?t’4T c 1+) t~i 

(a) How much was it? 

&xcludc rates rebate - SC.C2S(a)(i)] 

Q021 A ( 

f?IlfifUITDK 7 > 

610ZI A2 W 

~ 

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

1- 

H 

(b) How long did this cover? 

PEczm7+ 

Enter@O e, 

3 

(75) 

(c) 

(d) 

u 

~,~ 

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

Did this amount cover I 

Ask (a) 

Go to 21 

Ask 21 

Ask (a) - (d) 

Goto22 

Ask (b) 

Go to (c) 

If Code 9, 

Period co e—~ specify period 

rent rebate only? 

rent and rates rebate? 

RRRGBCOV(759 

qozl c 

1 

2 Ask (d) 

D.K. 

Was the rent rebate/rent 

allowance/housing benefit 

deducted from your 

Jl] 

I 

3 

I 

last rent p yment? 

hRR~~ M~~ ] - hk (i) 

or returned 

sum,that is 

direct to y$%% 

by cash, chcque 

~ lump 

or giro? -- 

n 

I 

2 

I -Goto22 

(i) Is the amount for rent you mentioned 

earlier before or after deduction of 

the rent 

benefit? 

rebate/rent allowance/housing 

1-Ask22 

22 Does the rent you mentioned include 

any services such as lighting, heating, 

hot water, cleaning, TV licence, lift, 

gardener or any other service? 

Q=J~+::’J (774 - 

Q02~o — 

-n 

1 

2 -Ask23 

rpccify below 

●nd enter 

amount 

I 

1

To all with rented ●ccommodation (COCM X at 17) 

.- 

(Ask hoh Or wife) t p“ -’y== 

23 Does the rent include rates? 

INn t73 (-M) Yes.-, 

1- 

Q023 

No .—c 2- 

p 

To all households 

except thm coded 1 at 23 (Ask hoh or wife) 

I 

I 

1 

I 

I 

I 

24 Do you pay rates on this 

fflTEs(-) 

accommodation? 

yes 

1 

- 

1- 

I 

QoW- No —. 

n 

1 

2- 

I 

(a) How many times a year do you pay? 

(b) How much did you actually 

‘e~$~~~ ‘.f21imes 

Q02+A - -m- 1 I 

1 

1 I 

I I 

I I 

To all households (Ask hoh or wife) I I 

I I 

2S Did you receive any 

benefit in connection 

rates 

with 

rebate/housing 

your last (N6!W0 (qo>~~ - 

1rates/rent 

payment? Q025 

n 

1 

2- 

I 

(a) Was this 

rates/rent 

deducted from 

payment? 

your last 

DEWW(qlyes- 

Q0254+ No— 

m: 

(ii) 

I 

““:t,;i. 

!. 

. 

Goto2s 

&k 24 

. 

Ask (a) & (b) 

Go to 25 

Ask (b) 

Ask 25 

&k (a) 

Go to 26 

Ask (i)- (iii) 

Go to 26 

How long did this cover? tico qz (93) ‘ 

Enter Q02S /+3 If axle 9, 

Period code,—- specify period 

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

I ~k (fi) 

IV2DDPEDK qsa) 

Was the amount 

rates/rent, that 

Q02s A4 

you paid last time in 

is ..”....” (See 24(b), 18) 

“~—bt 

I 

~ ‘*) 

\ 

“t 

,. . 

-“’ 

,[=L.:, 

‘“ 

- 

To ●u hooscholds (Ask hoh or wife) 

(check that 25 has been asked) 

7 

%~E ~07 

Rms+..K (qs) f p 

26 In the last 12 months, that is since .... ............ 

have you had any rates rebate/housing 1 - Ask (a) - (d) 

QOZ6 No— 

benefit refunded direct to you, that is 2 -Goto27 

a lump sum in cash, cheque or Giro? -n 

I I 

(a) How much was refunded? 

_ , (b) How long did this cover? 

3 & 

(c) 

(d) 

In which month and year did you 

receive it? 

QOZ61+I 

RtSI?eIWDK(%A> 

Qozb 442 DK- 

/ 

1 

- Ask (b) 

-Goto27 

I I 

kRco% (ql) 

El 

Enter Qoz&Ol K code 9, 

Period code— 

““”””””””””””””””””””””””””3 

f?IS t?PED$~q7@W 

1 

QOZ602 

- Ask (C) 

I I 

fhfa127@8) 

Qo2bc 

Month ............. ............. 

- Ask (d) 

Year 19 H............. 

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

I I 

I 

, ~k (aXc) and 

record answers in 

Have you received more than 

one lump sum rebate in the 

FITOR17GB(qq)~~ - 1 - left hand margin 

[ 

last 12 months? c$02(oD — 2 - Ask 27 

n 

L.6SLSRGQ(IOO) 

4026DI 

I I 

T 

OFF USE 

._ —-- 

. 7

TO d.1 ho~holds (M hoh or =~c) 

8 

E p“ .-! 

yes to both — 

1 

27 Is your accommodation connected 

to the mains sewerage and/or 

Sewerage only— 2 w 28 

mains water supply? MR\~5~~ ~Q3> water only,- 3 

Q 027 

rll 

No to both _ 4 -Goto29 

28 Do you pay separate water Yes ~ 

and/or sewerage rates? ~~z~%ufi~ (e’) No 

(a) How many times a year 

do you pay? 

w Rft7-EF&R (%0 

~:grl:o AOf times 

. -m.-Ask 

Cl 

I 

I 

I 

I 

1- 

2- 

I 

I 

I 

I 

Ask (a) A (b) 

GO to 29 

(b) 

I 

t 

WQaTE~I?Y (f@ 

(b) How much did you actually 

Q02% B 

pay last time? .cn- ............... ........... Ask 29 

I 

I 

29 In connection with this accommodation 

do you pay any of the following: 

Running ground rent 

piompt feu duty (Scotland) 

chief rent 

service charge 

compulsory or regular 

maintenance charges 

site rent (caravans) 

any other regular payments? 

oT~~2Yq ( tow R): 

Yes9 o any _ 1 

I 

I 

I 

I 

I 

1 

I 

I 

I 

No to all— 2 -SCC30 

n 

I 

1 

I 

I 

t 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

Specify below an 

- enter amouns 

Type 

and 

of charge 

amount 

omPyRMl (low 

QOZq I 

........................ .................................................... ‘ -m 

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

. 

I-Iow 

this 

long did 

cover? 

?ERC1O$D 

Qo2~ z 

(lo+~> 

Enter 

period -— 

code 

If de 9. 

}............................ SPCCifY mri~ 

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

Type of charge OTHWRMZ (tow ) 

and amount Qo2q 3 

,..”.. .. ...-....... ”.-..-....-. -’”----”---””.”” - .~ 

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

How long did 

this cover? 

&RC104@0+H ) 

Qolq + ‘nter 

period 

code 

4 

If Oodc 9. 

............................ specify Period 

..e 

#..... ... .. ........... 

[ 

30--”- 

● 8

To ●ll who own with mortgage, loan (Ask hoh or wife) 

or rental purchase (coded 5 at 17(b)) Sp 

Exclude accorid rnortgagcs DNA Coded 1-4 l?(a) 

not for the purchxsc of 6 at 17(b) 

—m-” 

this Wcommodation (ace 8s(8)) 

or 7&8 at 17(c) ~ 

30 

3 .. 

31 

Did you get the mortgage 

or loan to purchase your 

accommodation from a 

l~allq 

RUnnirlg Prompt Q 030 

Diti the last mortgage or 

loan payment you made 

cover 

() 117 

Building S,ociety 

Local Authority & 

Bank d 

Insurance Company ,—Z 

Other source?.— 

. ..— . 

Prompt 

interest 

interest 

only? Q03 ~ 

& capital/principal?S 

d 

1 

2 

3 

4 

5 

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

.......... ..............- 

.2 

of 

more than one 

other mortgage 

mortgage, record dctxils 

in left-hand margin 

,. 

I 

I 

I 

I 

To thoac where last 

interest only (coded 

payment 

1 at 31) 

covcrcd (Ask hoh or wife) ! 

I 

I 

I 

M0RINP13Y ~ flq) 

32 How much did you 

mortgage or loan? 

pay last time as interest on the 

Q032 

, 

................ ........... - Ask 

-m 

33 

j 33 How long did this cover? kc ( Iq ( 120) 

Enter Q~33 

If Wdc 9, 

Period code-. ........................... SPCCifY wri~ 

u 7 

34 Is there an endowment 

cnvcring the repayment 

‘apital/principal of the 

.ortgage or loan? 

1 

2 

I 

I 

I 

A Oq 

to 42 

IAsk 31 

. specify bdow 

and ask 31 

- Ask 32 

-Goto35 

Mwq PO+LJ [zO 

=~ 

policy 

of the 

Q034 No — 

- 

1 

2 

- Ask (a) - (d) 

- Specify below 

how principal 

............................ covcrcd and 

4) 

(a) How much was your last premium 

on the endowment policy? 

““”””””””””””””= 

-m 

El ............................ 

I 1 

WEM l%Lt4M [ 12.2) 

6103LI-A 

.-Ask (b) . 

kuc 12~ @3) ‘ 

t 

(b) How long did this cover? ‘~n%? 

K de 9, 

(c) Has this insurance premium been 

Period code.~. specify period 

n 

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

I 

~.-.------..---..-..-....~ - Ask (C) 

7 

I 

included in 

interest you 

(SCC 32)? 

the amount 

mentioned 

of 

earlier 

hJLlNINT@>ycs- 

Q03+C No— 

D 

1 

2 

Ask (d) 

(d) In what year was this insurance 

~EAJSTYR @3A> ‘ 

9 

taken out? GI034-D 19 

m 

............. ............ - Go to 40 

1

TO those where bt payment COVCrCd intcr=t 

and capital/princi@ (coded 2 at 31) 

(Ask hoh or wife) 

35 How much was your last installment 

on the mortgage or loan? 

36 How long did this cover? 

37 How much 

12 months 

38 

39 

10 

lhJTffZP6Y ~125> 

Q035 

-m- 

1 

?fZRc t25 ( f24) 

Enter Q03b 

Period code-c 

I 

I 

Sp 

I 

I 

I 

Ask 36 

If code 9. 

-~’ 

B............................ 

1 

i Ask 37 

interest did you pay over the 

for which you have figures? 

IN7L12M 

61037 1 

(127> 

- Ask (a) 

I N L12FlDK(lz~ 

Q037 2- 

~ 

“B 

1 

1 -Goto38 

I 

(a) What dates does this cover? 

l-- 

For how many years have you had the 

mortgage/loan? 

How many years does it still 

have to run? 

Itdll 1ss (128) 

Q037AI 

Beginning. Month 

I-INQ 

Isq (-m) 

Year. 19 

Ending. Month 

Q037 AZ 

Year. 19 

INA!33 ( lzqA> 

Q03S I 

I 

I 

I 

I 

HI 

I 

WW##d D$h’- j+} 1 

1 

lNA13q- (12@ .,, ,-,.: 

cio3~ I 

bt~~OUN DKD7 12~” 

I 

I 

I 

I 

I 

I 

I 

I 

I 

t 

+ 

J, 

I 

,.: 

I 

-1%) Ask 40 

1 

. 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

Ask 38 

Ak 39 

9 

10

-.— .-...— 

To all =ho o- with mortgage or loan (coded 5 at 17(b)) 

(&k hoh Of wih) 

. 

Has standard tax relief on the 

mortgage already been deducted 

from the payment you just mentioned? Ycs - 

11 

INA143 (130) NO — 

QOLFO - 

DK 

Did your last payment on the 

mortgage/loan include an amount 

for insurance on the structure 

and/or a mortgage protection 

policy? 

howtw IN([30 A) 

(a) 

(b) 

(c) 

(d) 

(e) 

QOWI 

How much was for insurance 

on the structure? 

How long did this cover? 

Yes to both .- 

Insurance on 

structure only.—- 

Mortgage protection 

policy only- 

No to both -— 

INCST6 MT ( 132> 

Q041 h 

fERc#& ( 133) ‘ 

QOL(-I e period code— 

“1 

? 

I 

I 

fp 

1 

2 

3 

1 

2 

3 

“L I 

-m 

I I 

I I 

, 

I I 

I I 

I 

I 

I 

} 

Aak 41 

- Ask (axe) 

- Ask (a)-(b) and 

go to 42 

- Go to (c)-(c) 

J -Goto42 

.-Ask (b) 

““””””””””””””””””””””””””””5 

E............................. 

I I Ask (C) 

I I 

I I 

t 

If code 9, 

lNcMPfifLIT { 135) 

How much was for a mortgag 

protection policy? Qo+l c 

m.-Ask (d) 

I I 


In which year was the mortgage 

policy taken out? 

9 

PE17C135 (w) 

Q041 D ;~;;~d code 

I 

I 

‘“-”””””””””-”””””””””-””””””3 

R. 

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

I I Ask (c) 

I t 

I I 

ml . . 

I 

I 

Lf code 9, 

Ask 42 

. 

1

_ .. . . . 

To all household.a (Ak hoh or wife) 12 

Sp 

PAGE PI\2 

42 Is there a telephone installed in 

your (part of this) accommodation? 

INQ 102 (258) 

Q ~ +2 

Yes.—- 

No .—. 

1 

2 

- Aak (a) 

-Goto49 

(a) Do You pay your telephone bill by 

To those paying by ●ccount or some 

(coded 1 or 3 ●t 42(a)) 

Or by some other method?- 

0, 

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

H 

--— 

3 - Specify 

IIICIOW and 

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

[ go to 43 

43 How much was your last account payment? Q 0 *3 - Ak (a) 

(a) How Iong did this cover? 

To those paying by budgeting scheme 

44 How much was your last payment 


f?6RC & 2 ~Oti3 (2624 A 

Period co c.-. 

If coded 9, 

............................ specify period 

l=! 

I 

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

(omled 2 at 42(a)) 

TaGlLt3 ( 263) 

under thqs”s%kme? 

--B= 

I I 

P~c $:r :-3:1 

$ 

Period co&c-~ ............................ 

If coded 9, 

specify period 

u 

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

I 

TELM6fZ (26+) w 

q Ol+(o 

46 How much was the charge on your last advice? — - Ask 47 


I I 

?Guc2b+(2b+A) 

Enter 

Period 

Q~+, 

code-. 

If coded 9, 

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

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

48 Did anyone 

other than 

outside the household, 

yor employer, pay ~E~osa~~J~j$~~aC$~3 $ 

Running 

Prompt 

some of the account _ 

I 

1 

2 

i Ask 48 

} (a?tb) 

no to both? 

KI 

3 -Goto49 

(a) What was your share? ~ 

(b) HOW long did this cover? 

TEL SI+QMT ~U fl’) 

0+0 A 

~EQc2b[ A (2616) 

Enter Q~~$ B ““ 

,PL 

................. .......... - Ask (b) 

2d ‘:;:” ff~Cd 9, 

Period code~ ............................. 

—. . 

To ●ll households (Ask hoh or wife) 

49 In this accommodation do you 

have ...... .. .. ......... ‘“ 

i 

n 

d 

i 

v . 

: 

u 

8 

1 

P 

r 

o 

m 

P t 

50 In thii accommodation 

do you have i 

central heating by 

: 

i 

v 

i 

d 

u 

8 

1 

P 

r 

o 

m 

P t 

To all with oil ccntzal heating 

(a) Have you purchased any oil 

central heating in the last 3 

i3 

a washing machine? 

a fridgc freezer (that 

is a deep freeze with 

its own door combined 

with a refrigerator also 

with its own door)? 

a separate refrigerator? 

a separate deep freeze? 

electricity? 

hlCltdc storage heaters 

gas? 

solid fuel? 

oil? 

- 

Yes — n1 lrufl lb@306) 

No — 2 Qo4q 2 

I I 

I 

I 

I 

I 

n. 

I 

I 

Yes ,—> 

I I 

: Ask 50 

1 Irmlso (m) 

No —> 2 QOSO t 

Yes .—. n1 IN61SI(191B) 

No .—> 2 Qoso 2 

I I 

Yes —~lhm IS3(IWC 

‘“—u”o’” ‘ 

I 

I 

Yes ,—. ~ INWS2(181D) 

‘o—w””’” 4 

I 

I 

, 

I I 

~ Scc (a) 

for the 

DNA (Others) 

~-” 

Yes .—w 

I 

1 

I 

- 

‘05’ 

C)ILPURCH 

Ask (i) 

months? No -> 

n 

t 

2 - &&:1 

I 

(i) What was the total expenditure 

on oil in the last 3 months? ............... ........... 

DK- 

-w 

1 

I 

GI050A\ 

Ol~E% Dk0 

-Askl i 

QosOA2

To ●ll households (Ask hoh or wife) 

14 

E.L&C ~ I~s> y~s 

51 Do you have electricity supplied to 

1- 

Q051 

your (part of this) accommodation? No -— 2- 

n 

(a) Do you pay’ for your 

electricity by SIot meter* 9 

lNtl 130 (I%) Account 4 

Q051 A 

Board Budgeting Scheme _ 

Running Or by some other method? S 

Prompt 

(N. Ireland only) 

C.O.C.D w 

●Include meter owsscd by landlor~ but 

cxcludc meter with own key 

To tlmuc paying by slot meter (coded 1 ●t 51(a)) 

52 In the last 3 months, that is, 

ELECS@@ll)yeq 

since . ............ , have you received a rebate?Q052 

J=l:=$i:(b) 

(a) .How much was the last rebate before ELEcMR= CIq$) ‘ 

any deductions for hire purchase or Q052A 

credit purchase? -m.-Ask 

(b) How long did this cover? , 

PEQCI’4Q(m) 

Enter qosze 

1 

I 

1 

2 

3 

4 

5 

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

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

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

I 

I 

&k (a) 

GO to 61 

GO to 52 

Go to 53 

Goto56 

specify below 

●nd go to 53 

-r 

Go to 53 

1 

(b) 

, i I 

‘eriodcode+=l~$’’ri? 

To those paying 

2 or 4 at-5i(a)j 

by account 

- 

or some other mcth~ (~cd 

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

I 

I I 

53 How much was your last 

account payment? 

ELEC ACC (Zoz) 

qos3 

................ ........... - Ask 54 

m 

I I 

Includ~ units consu.ma standing charge, 

meter rent and inatallatiom 

I I 

I I 

Exclud= rent of ●pplianq hire purchxsc, I 1 

loans and regular maintenance charg= @ 

I I 


P-c 201 C203) 

Enter ~ *5+ Ir code 9. 

Period code ........................... specify period 

B 

...... ....... ............. U 

1 I Ask 55 

E.LAC DRT (20G> 

55 What was 

(as shown 

the 

on 

date of your 

the account)? 

last account? 

Q055 / 

Month ............. ............. 

,,. 

f4-. ..-, , :’: 

Year. 19” Ml ............. . . . . . . . . . . . . . u ‘ 

Go to 61 

ELAcDTDK 

Q055 

(20LKA) 

2 ‘K —B- . 

Go to 61 

14

those pay~g by board bodgcting =hemc (coded 3 ●t 51 (a)) 

15 

., 

ELEC S&s ( 200] 

f .P 

How much was your last payment 

4056 

under this scheme?c~ 

m 

............... .......... - 

I I 

Ask 57 

%UC200 (200 

How long did this cover? Enter Q ~ 57 

Period code.—= 

I I 

I I 

If dc 9, 

............................ spccify period 

n 

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

I 

I t Ask 58 

I I 

I I 

How much 

st advice? 

was the charge on your 

~~EccHRR 

Q05% 

~~OfA~ -m.-Ask 59 

hclud~ unitsconsumccL atandi.ng charge, 

meter rat ●nd installation 

I 

I 

I 

I 

I 

I 

Exclud~ rent of ●pplhnq 

hire purchase, loans 


and regular 

I 

I 

I 

I 

I 

I 

I 

I 


dhat was the 

(as shown on 

date of your last advice 

the advice)? 

PEQc20/A f201 B) 

Enter Q~ ~q 

Period code___ 

ELU(D6T ~zo IC) 

Q060 J 

I I 

u Code 9, 

............................ specify period 

1=1 

I 

I I 

.1 I 

- Year. ml 

19 ............. ............. 

I I 

Month ............. .............. - Ask 61 

I I 

~LC4-! DTD K@Ol D) ‘ 

QObO ZDK —m- ‘k 61 

.

TO ●ll households (Ask hoh or wife) 

61 Do you 

(part of 

have 

this) 

gas supplied to your 

accommodation? 

q- (@ 

Q061 

Yes — 

No -c 

n 

1 

J- 

>T, 

2- 

(a) Do you pay for your gas by 

Slot meter* . 1 - GO to 62 

Rp= 

IN6 12% (1@ 

Q@(~ 

Account 

Board Budgeting Scheme— 

. 2 

3 

- 

- 

GO to 63 

Goto66 

Or by some other method?- 4 - Specify 

and EO 

M 

to 

●lnclmde 

exclude 

rnctcr owned by I.sndlor& but 

meter with o= key 

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

1-J 

~.. ...... ... .. ............... 

................ ........... — 

I 

I 

I I 

To thosepaying by slot meter(coded 

62 

hk (a) 

Go to 71 

In the last 3 months, that is,, 

Ask (a) 

since ............. * have you received a 

(a) How much was the last rebate before 

any deductions for hire purchase or 

credit purchase? 

GfiSMR&B 

Qob2r+ 

Go to 71 

-m.- 

- 

I I 

(18%) 

Ask (b) 

(b) How long did this cover? 

fE.~&ter 188 ~o~z (two B 

Period cd c-. 

If CodC 9, 

............................ specify pe 

u 

TO the mying by =0-t or =mc other method (~~ 1 I 

2 or 4 ●t 61(a)) I I 

GfAsAcc 

63 How much was your last 

QOL3 

account payment? 

Lnclud= units consumx standing charge, 

meter rent and installation 

Exclad= rent of ●pplianq hire purchase, 

(192) 

-m 

................ ........... -&k&l 

I I 

I 

I 

I I 

I I 

loans ●nd rcgalar snaintcnancc chsrgcs. I I 

64 How long 

65 What was 

(as shown 

did 

the 

on 

this cover? 

date of your 

the account)? 

last 

PEQC 142 (193) 

El- 

Enter Q04+ Lf axle 9 

Period code-. ........................... SPCCi.fYP 

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

I 

IAsk65 

l+} 

account 

@RCDfiT@~~ 

Month .Gto 

Qob5 I 

- Year. 19 ............. ............. 

GAACDTDK lqw~~ ‘ 

Q.!5 . D~—d- 

. 

Go to 7 

16

I 

I 

I I 

I 

I 

0 

Q 

To 

66 

67 

68 

69 

7(’ 

those paying by board budgeting scheme (coded 3 at 61(a)) 

17 

GF3SW3S(I%J 

3°L’f— 

How much was your last payment under this sc cme 


&C lq~ ( [q~ 

Enter Q ob~ 

D 

‘E P 

m ..............0.......... - Ask 67 

I 

i 

I 

I 

I 

I 

If axle 9. 

Period code—~ specify peri 

I 

t Ask 68 

How much was the charge on your 

st advice? 

Include units consumm standing charge. 

meter rent ●nd installation 

qr15cl-WV7(191A) 

Qo~9 

-m 

I 

I 

I 

- Ask 

I 

I 

I 

69 

Exclade rent of ●ppliance 

hire purchase, loans 


and regular 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 


PEUC 1~1 Q’( FI I 6) 

Enter @O kq 


K de 

specify 

9, 

per 

‘hat was the 

(as shown on 

date of your last advice @Ct+DfiT@ilC) 

the advice)? Month 

Q070 I 

m 

I 1 

I I 

Year. 19 El 

I t 

1 I 

Ask 71

TO ●ll households hk aU apcndcrs 

71 Do (any of) you pay any (other) insurance 

J5CPPNS”(13%) 

tm~iurns on the structure of this 

accommodation, its furniture and contents 

*c@7 I 

1or 

on any personal possessions? No to all -. 

n 

2- 

ara 

maintenance contracts 

(a) Are 

RECORD 70 

18 

E&m 25 

FkE m 

AIL (4 - (d 

(30 to 72 

tmmmj 

Use separate column for each insurance policy 

Per. No. ........... ........... ......... 

I I 

Ring Column No. I I I 

the payments for 

I I 

I 

‘1 

I 

I 

I 

t 

[ # 

I 

/ 

structure? 

furniture 

contents? 

an 

— 

d 

1 

2 

k 

1 

~iNS 

1 

(1370) 

1 

s 

1Ask (b) & (C) 

structure, furniture Qol I A 

and contents? .— 3 3 3 3 - Ask (b) - (c) 

personal possessions? _ 

(specify) 

4 4 4 4 - specify below 

d 

r and ask (b) & (c) 

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

I I I I 1 

/ 

(b) How much was the Scf’ P h@IT(13qc” ) 

last premium? - qo7 .!..0.. ............. .......... ............. ........●- ~k (c) 

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

I I I I I 

(c) How long did this I I I I I 

cover? 

I If premium Covers Strwturq 

(d) 

Enter Lf code 9, 

Period code-. ‘mxy ~’iy 

I I I I 

Insured value of 

l+ccm~VQL (146) 

structure ............. ......... ........ Q.o ... -l~p .... . .. ............. .......... ............. ........ - Ask (c) 

(c) Insured value of 

furniture & contents 

.. 

I I I I t 

I I I I I 

i 

CON T IJml- (1 +7) 

- Ask 72 

............. ......... ....... ..... .......... ............. .........~“.......”...” “...”.’“ 

- Qo 7112 

, 

I 

@

To W households 

~“ 

72 Do (any of) you pay any contributiorts/premiums 

on n private personal pension? 

.. . 

t&caRD 25 

No — I 2 I-Goto73 

I .3 

c o 

2Z 1~ d2 

.....!...... CZ ~ c s .................. 

fn 0 * a 

....*...... . ................. 

73 Do (any of) you pay premiums on any life, death 

or endowment policies? 

Include 

An.nuiti= education cndowmcn~ 

mortgage protdo~ f ixcd term 

~umn~ death ●nd b~ial Kg@R D 7 i Year Imuranca 

taken out 

B 

:;: 

Per . ?’ypc of policy OFF Enter year at 

No 

USE two digit code 

No 

%=UD 25 

Y;K:3’*,E;;:H:: 

No 

, 

- Ask 73 

—u-” ‘074 

~ 

Enter 

p;o.ed 

I 1 

~. ........... ! ..................................................... ............ ............ .................... 

d ~ * m 

* 

# > .....+”.. 

A 

“ 

2 4 ..................................................... m ............4 .........,......ln.......... 

WI 

35 

....... ....... $ ml 

% 

u) 4@ 

.- 1 

~ ........................................"....." ..J @ ..u ........ 

R .z 5; P71EI: 

....... ....... Q 

~ 6: — 

DEl 

....... ....... -1 i .................................................... -1 ............ .4.......... ,.......%........ 

8 

7 

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

v 

If code 0, Amount Paid 

pecify period 

fp 

r 

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

& 

........................ ...........& .......... 

1- 

%............ 

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

a ‘ 

UJ 

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

a 

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

VI 

z 

i 

......................... ............... ..........,. 

......................... ...........................,. 

r 

. 

1

To au ho-holds 

74 Do (any 

policies 

medical 

Laclud= l?ricndly =ictics SiCh=SS 

medical insunncc schema such as 

animal insuraBcG works sick cluti 

L 

of) you regularly pay premiums on other 

such as mrsonal accident or private 

insurance? 

! 

20 

iwmranccs private 

BUP~ PPP ete 

@COQD 72 r { 

● 

p., - 

No 

Fun:nj * ofcloth Iasurulc4 eompmly ;;; fl 

-!% 

Enter 

FuMi: 

* 

* 

If Codo 9, 

cpccify period 

1- 

0 

r 

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

~< 

r ....... .... 

: 

...... ....... Q 

a 

...... ...... :E 

1; 

..... .... ....... . ... ...... !............. .... ..... .. .......”..... 

4 

r 

“i 

25 

& ......... .................................................................. 

.“ 

3s 

t- - ............................................................................ r 

m 

4~ 

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

P g 

0 

a 

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

/“ “z 

$ 

g 

\- . ................... .......................... 

UJ d 

& ~ 

c ..................... .......................... 

W 

~ i 

z ,..................+.. .......................... 

—— .. —— 

f%GE ~20 

LRecord dctaih 

- g;id bCIOW 

-Goto75 

~ 

mount Paid 

........... 

A-1 

5 

& 

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

@ 

~ 

E 

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

PME A21 

To all households Ask ●ll apcnders 

21 

t?Eco QD 25 

75 In your (part of this) accommodation 

do (any of) you (or your children 

under 16) have any TV sets, video 

recorders, home computers or cable TV? 

7VVIDEO( 171 ~) 

#o= 

- Ask (a) & (b) 

No to all -~ 2 -Goto76 -m1 

Enter children’s items 

UCC~,p-ato column for ●ach it.m 

under parent’s Per. No. 

KELcORD 73 

Per. No. 

~ 

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

Ring G)hunn No. 

(a) Do you have a 

~ television set?.- 

> 

video recorder? .—. 

9 

home computer? .z~ 

cable T. V.? 

(b) Do you rent it? 

Running 

prompt 

Yes .—m 

No z. 

(i) Do you pay the rent by , 

regular payments to a 

rental company- 

slot meter - 

other? Specify.-. 

(ii) How much did you 

pay last time?.— 

I 

lW, 

4 

4 

I 

- Ask (b) 

1 - Ask (i) - (iii) 

jVQG NTE; I-n E) Qo72kB 2 -Goto76 

I I I I 

- Ask (ii) - (iii) 

2 2 2 2 -Go to(c), 

3 34 3 3 Specify below 

and ask (ii) - (iii) 

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

E PIE Plt PISPI 

(iii) How long did this cover? I I 1’1 I 

Enter If axic 9, 

Period code-— spcci.fy wriod 

.-”. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

, Goto76 

Slot meter (coded 2 ●t 7S(b)(i)) 

I I I I 

I t I I I 

(c) Did you get a rebate when I I I I I 

the meter was cleared? I I I I 

Yes -. 

No -> 

‘W s w(? Ill 1) qo+ c 

( 

(i) How much was the rebate 

before any deductions for 

t 

\ 

I t I 

hire purchase 

purchase? 

or credit 

code-~3d 

(ii) How long did this cover? 1 

Enter 

Period 

2 

1 

2 

- Ak (i) - (ii) 

-Goto76 

- Ask (ii) 

I 

(

TO d spcndcra Ask ●ll apcndcrs 

76 In the last 12 months, that is 

since . ..... ... . ... . have (any of) 

you bought a TV licence? 

I 

22 

TVLIC (Z65> 

Glo-lb 

Yes —. 

1- 

No .—. 2- 

n 

E P 

-N MLFEE (WJ 

(a) How much 

in the last 

have you paid 

12 months? 

Qo7& R 

~ ................ ........... 

Ask (a) 

Go to 77 

. 2

23 

‘Blank page’ 

. 23

To ●ll hoascholds 

IEEE= 24 :;;;= f20.~ 

77 Do (any of) you at present own or have continuous use 

1 

of a car, van, motor cycle, moped or other motor vehicle? No_ 

-u 

2 

(b) 

(c) 

(d) 

(c) 

RECO12D 74 Usc scpamte column for -ch vehicle 

Per No. Cf’q SNO b%.%)..9.93 7 ....!.............. 

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

I I I I 

Ring Column No. 1 

lLZT%NJ~f 20 b 

3A-~477 (a) Is it a 

Running 

prompt 

I 

Car 

1 

1 

Van .—. 2 

Motor cycle -— 3 

MoPe~ 4 

Other motor 

vehicle specify?- 5 

I I f 

a n i 

1 L1 

2 

2 

3 

3 

4 

4 

f~.(-pf p ~ m) @-1 74 

5 

5 

A 

1 

2 

3 

4 

5 

I....................... t 

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

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

1 c DI ~D 

.................. i ..................... 

................... .....................! 

E pl f p 

.- r . 

Ask (a) - (d 

Go to 79 

Ask (b) - b) 

} 

;pccify below 

-1 

~id ask (b) 

HOWmuch have you paid in Road 

Fund Tax during the last 12 months 

for the .................................... 7. — 

(type of whicle) 

Nil — 

@ RT RY 

.............. ......... .............- 

9 

(20 %)Qol 101 

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

~ 

lfs@ac 

below 

to (d) 

and go 

How long did I \ I I 8 

this cover? Enter 


17Erzc200 (MYii Qol 1~ 

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

If cmdc 9* 


When did you last 

renew the Road 

Fund Tax? 

Month 

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

I 1 I I 

— , kk (d) 

CQRT~ Dal (210) Q07 lD 

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

Ak (C) 

Year. 19 } 

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

I ,1 . 1 

a 

How much have you paid in vehicle 1 

Ifs@ codc 

insurance during the last 12 months 

for the 

?— 

CQul OJs below ●nd SO 

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

(typ9 of vahide) ....................... .............. ......... ............... ........- .............. ........ 

Nil ~ 

9 

(f) How long did 



(g) Do you own the .. ~tm . ....................... of Vehidel or 

do you have continuous use of it? 

I ! 

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

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

i 

I I 

I 

I 

. 

If code 

specify 

/ 

9, 

period 

I 

1 

Own 

Continuous use ,—- 

- 1 

2 

MN 4u 

56 

2 

@13)~07 ~~ 

1 

~ 

-SCC78 

- Scc (h) 

. 

@ 

24

To ●u who h8ve COlltiUOUS use Of 8 ar 

(coded X ●t 77(s) and 2 ●t 77(s) 

77 (cont”d) - r Use acparate column for ach wehicle I 

2s 

.,. 

Per. No. 

.... . ... ......”....... ...... .......”” ........... ........... ........... ........... 

t t I I I 

1 I I i I 

DNA Others (owned 

●ll vans, motorcycles, 

cars: 

I 

I 

I 

1 

I 

I 

I 

1 

I 

I 

mopeds etc) — -*78 

I I 1“ I I 

the car Drovided for vour I I I I I 

‘> continuous ‘use by - I I 1 I 1 

I Cq tzlmou(zlqq Q077 H’ I 

Running 

prompt 

your employer -— 

spouse’s employer 

other specify?.— 

/ 

1 

2 

“3 

1 

2 

3 

1 

2 

3 

1 

2 

3 

Ask 

} 

Specify 

78 

below 

Tand ask 78 — 

To ●ll 

78 

..- 

‘> 

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

with ars 

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

........................ ........................ ........................ ........................ - 

, h n a a 

v , . 

I I I I I 

DNA Others (vans, I I I I I 

motorcycles, 

mopeds ctc.)-~ 

I 

N 

I 

I N 

# I 

I N 

I 

N 

I 

-Goto79 

I 1 I I I 

Does an employer provide 1, I I I I 

you with any petrol for I I I I I 

private motoring in this I I I I I 

car? 

I 

?& TG/OL (21s)’ Qon% ‘ 

I 

Yes _. 1 1 1 1 - Ak (i) 

No .-. 2 2 2 2 -Goto79 

(i) 

,Ask79 

Does the employer provide 

t 

, 

some or all of the petrol i 

expenditure for your 

private motoring? 

t 

I 

,,e--~’ 

I 

1 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

1 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

t 

I 

I 

t 

I 

I 

i 

I 

I 

I 

I 

t 

I 

I 

I 

I 

t 

I 

I 

I 

I 

t 

I 

,

To all houacholda 

~ 2’ 

79 (Apart from the vehicles already mentioned) At any time 

during the last 12 months, that is since .... . ........ .......... have 

(any of) you owned or had the continuous use of a car, 

van, motor cycle, moped or other motor vehicle? 

‘:==%.) 

~e~q Olq 

Nom 

u 

1 

2 

(a) Was it a 

~&coRD 75 Use acparatc column for each vehicle 

Ring Column No. 

Car - 

R Ulsning 

Van .- 

prompt Motor cycle .- 

(b) 

(c) 

(d) 

(c) 

MoPe~ 

Other motor 

vehicle spcci.fy?- 

Per No. ........... ............ OCPE Rsq ( 2\3 Q 07 ql 

........... ........... ....... ......*....-.”””””””””” ““”””’”’””’ 

1 

I 

I I I I 

1 1 1 1 

2 2 2 2 

3 3 3 3 

Aak (a) -(d 

Ask 80 

Ask (b) 

4 4 4 4 

} 

5 

OCRmw= 

5 

m Q“7~ ~ 

5 5 

Specify bCIOw 

and ask (b) 

I....................... 4.......................+ 

....................... + .......................I 

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

I M 

How much have you paid in Road 

Fund Tax during the last 12 months 

for the .................................... ? _ 

(type of vehicle) 

Nil — 

lipispl~pl~ PI 

4 

If ni~ Code 

OLAR TaY (2 ~q) ~ol qs’ below and go 

............. ........ .............. ....1... ............. ........ ............. ........ 

~ 

9 

How long did I I 1- 1 I 



kRL 21q (220] Q? 7 ‘+C If dc 9, 

SPCCifYPeriod 

r.......................z........... 

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

When did you last renew 

the Road Fund Tax? 

Month 

. 

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

‘1 

I I 

Ask (d) 

I 

I 

OCTfi xonl (22 1) Q 07 q?) 

........... ......................, ..,..~...,. ........... ........... ........... ........... 

r 

Ask (C) 

Year. 19 h 

,} 

........... ........... ........... ........... ...................... .........,. .......... 

1 I I I e 

How much have you paid in vehicle 1 

insurance during the last 12 months 

Ifticdc 

for the ... ... ............................. ‘? 

0C6U INS (222] Q 0$ 4EI 

- 

below ●nd go 

(typ, of Vticle) 

Nil — 

.............. ........ .............. ......... .............. ......... ..............~,....... 

,to (g) 

/ I 

I I 1 I I 

(f) How long did 



If de 

tic222 (223) @07 qf 

apccify 

) 

9, 

period 

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

(g) Did You own the ..... ...................... or 

- 

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

~k W 

(tyv of vehicle) , 

t I 1 I 

did you have continuous use of it? , [ I t I 

Own 4 

Continuous use .-, 

● 

1 

2 

occ$JT 

22+1 Q07 9G 

0 

1 

2 

‘ 1‘s=8026 

6 

1

To 8U households I Aak all apcndcrs I 

80 Have (any of) you received any refund(s) of 

vehicle licence during the last 12 months? 

(8) 

Per No. 

27 

km?% I?a= (w) 

Use separate column for each refund 

‘o—u “‘0 8’ 

\ 

........... ........... V?R . .. .. ... Q=.!!% . (qoA .... ..... ...... Qo8&01 .... ...... .... ........... 

I I I I I 

I 1 I I I 

I t I I I 

I I 1 I I 

I I I I 1“ 

1 t I I I 

Ispls 

pltplspt 

How much was (were) 

the refund(s)? ............. ........ VE~ ............ %E.M .@@ .... .... .+. Qti .... .04 ..... ....... ........,- Ask 81 

, 

27

—. .— 

TO 8~ spaders WhO OW’D Or hVC OWTICd 

8 vehicle during the last 12months 

(cdxl 1 ●t W(g) or 7Xg)) 

kCOQD 76 

DNA 

90 

Lo 

“~- 

h 1 

Usc acpante column for each vehicle 

Per No. .—z ........... ........... cPf< ...... ... ........... RSNOJ ........ 

23.6; 

........... 

Q08 ~1 

...-.”””””” 

i 

““”””””””’” 

1 I ‘1 I I 

Ring Cohlmn 

No. 

/ 

PAGE A20 

$1 During the last 3 months, 

I I I 1 I 

did (auy of) you buy outright, 

I I I I I 

that is with cash or loan from I I I I I 

a friend or relative (any of) ~c~ 

the vehicle(s) you have — 1 1 - Ask (a~f) 

Ch.+u b? (2261 )Q08 132 

mentioned? No_ 2 f -Goto82 

Includ= -nk overdrafts 

v 

I I I I I 

ExcIude Loan from organisat.ioiq i I I I I 

ba~ finance house or HP. 1 I I I I 

(enter at 84-87) I I I I I 

(a) Was it a 

Running 

prompt 

Car — 1 

Van .-. 2 

Motor cycle —(- 

h 

Go to 83 

Moped / 

Other motor 

vehicle spccify?z 

3 

4 

5 

} 

c —:r. 

b-~ J ~low 

and ask (bXf) 

1 

(b) Was it new or New- 1 

secondhand? Secondhand- 2 

(c) When was the 

vehicle acquired? 

Month 

Year. 19 

........................ ........................?....................... ...............‘.. ”..”.. 

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

1 I I I I 

NO C--fIR P [zN Qo% 10 

1 

1 I I I I 

CJ7tl FDqT (Zlq; Qo$l Ic 

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

........... ........... ........... ........... ........... ......?.... . ........... .......... ) 1 

1 

2 

Ask 

b) 

-Ak (C) 

Ask (d) 

I I I I I 

(d) What was the total cash price of i f plsplfplfpl 

the vehicle before deducting 

anything 

trade in? 

for part exchange or 

— 

~PiQP 9MT (230) 409 IJ - Ask (c) 

. 

I 

28

—- . 

81 (cent’d) 

DNA 

29 

LI__J-G‘083 

I Use separate column for each vehicle 

Per No. ~ ........... .......... ........... ........... ...... .. .. ..........*.....-..\ .... ...... 

I 1, I I I 

(e) Was the Road Fund Tax c I 1’ I I 

,~ /Vehicle insurance 

b Yes — 

included in the cash 1 

1 - 

mu? 

Ask (i) 

?& (z30$Q08 IE 

price? No ~ 

2 ‘2 -Go to(f) 

I I I I I 

(i) How much was included I C plf pls plf pt 

for 

k 

\1- 

Road fund tax ._. 

.............. ......... .............. CpCTA %Wj ....... (23Z) ........ .. (aOg ......... .............. 1s1 ........ 

RUnn.i.ng 

-Ask (f) 

prompt 

Vehicle Insurance?— 

........................ CPIus .............. PM1 ......... (23+) ......... .. Qo8d .. ..... ..............T........ 

IE2 

(f) was anything allowed 

for part exchange 

or trade in? Yes - 

No _ 

I 

I 

I 

1 

2 

I 

I 

I 

@ +T 

I I 

I 1 

1’ 1 

EX (23+25 QO!l IF 

1 

2 

I 

I 

I 

- Ask (i) 

-Goto82 

(i) How much was allowed?_ 

.1 

1 

I .1 

I I 

I I I I 

cPf%R HMT(235) QcX If=/ 

.............. ......... ............. ......... ............. ....040.............. .,..,... - Ask 82 

2

To all qxnders who own or have owned 

8 vchicIe daring the Iast 12 months 

(dcd 1 ●t 77(g) or W(g)) 

82 

f&coEtD qs 

DNA 

30 

Use scpamte column for each vehicIe 

-u__l- -‘083 

Per No. _ aPE USNO(239 )@ ZI 

........... ........... ........0............. ........... ........... ........... .......... 

I I I I 

Rhg Colnrnn No. 

PA6& 430 

During the last 3 months, 

that is since . .. ..... .......... have 

(any of) you sold any vehicles 

belonging to you (excluding 

I 

1 

1 

I 

I 

I 

I 

I 

I 

t 

1 

I 

I 

I 

I 

I 

I 

I 

I e 

the trade-in/part 

you mentioned 

exchange 

earlier)? 

Yes - 

No 

1 

2 

cfi+sou (~3k 

i 

Q08 L 3; 

- Ask (a)-(c) 

-Goto83 

(8) Was it a 

Car e 

Van _ 

Running Motor cycle _ 

promp; Moped— 

(b) When did you sell 

the vehicle? 

(c) Did you receive 

payment by cash, 

chequc or giro? 

Other motor 

vehicle spccify?x 

Month 

(i) How much did you receive?- 

I I I I I 

t I I I I 

I I I I I 

1 

2 

3 

4 

5 

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

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

1 

2 

3 

4 

ZSOw-rfl 

5 

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

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

I t 

1 

2 

3 

[13L&a 

‘5 

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

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

\ 

CSOL pp~~ [237 ..Q.Q.$.,2.6 .... ........... 

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

Year. 19 .........

To all houschohls Ask ●ll apcndcra 

83 Do (any of) you hold a current weekly or 

season ticket for any form of transport 

for which you yourself paid, including 

any you have bought for a child? 

.~“- Exclodc uaymcnta for nilara school bus or 

tnirt IMasca(see 109) and OAP. COSIOCSSiOnary 

fare ~aacs (ace 60 on income achahslc) 

RECORD g5 

:: 

Ringd 

31 

5Efw5txfTk (Z&s> 

m’ 

~ef 0?3 

No ~. 

I 

4 

t 

Record details 

1 “ grid below 

2 Go to 84 

If cod- 9: 

LirJe ..;2 a%%%y +%:fl ●pocify ponod -Unt Pud OFF. 

No.~ m /bus/tube combined 

!0 

f p USEW 

A 

@ 

o 

L. 

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

[ 

]~ 

r 

m m 

g 

........... ..... ...........”-..........”—.—-.... ................... $ 

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

L 

\ 

m 

0 

$ 2$ 

~ 

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

“u) 

( 

~ t a 

c1 

z 

......... 

~s 

Q 

W 

5 

~ t 

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

: 

$ 

0 

a. 

~ 

a 

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

. . .Ask 

. 

. 

84 

. 31

32 

TO ●ll households Ask all spenders @E@E’D 25 

84 Do (any of) you ●t present have a credit card 

such as Access, American Express, Barclaycard, Y:-m 

Diners Club, Trust Card, etc? 

I 

i= 

Vo 

im 

dp 

Ut 

a 

1 

I ...- 

~ki E A 32 

Ask (a) 

No r—. 2 L Go to 85 

RECOKD 59 P 1 

/ 

cREJWW(270i) 

Use scpamte column for ach 

1 

spender with ard(s) 

A 

Qo~LL I Per. No. 

~:~R~D~D (~70~ 

,---,. .....,..., ,...,. ....,.,.. .... ... .. ... .. 

(a)How many 

you have Q~g@A - ...... ...... ...... ...... ...... ...... ...... ...... ...... ...... ...... ...... ...... ...... - Ask 85 

Refer informant to Prompt Grd A l?EaRD 25 

85 Are (any of) you ●t present making regular 

payments to any of the organisations 

shown on this card? 

L06@@y= — 

QO85 No -> 

u 

1 

2 

Ak (a) 

Go to 86 

Suggest consulting ●greement or 

payments card before asking 85 

Use separate column for uch ●rangemcnt 

4 

I 

RECORD 77 

~er No. _ W% SNO (Z72; Q08 51 

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

I I I I I 

Ring Column No. 1 Me% I 

(a) Are the payments to: 

(b) 

(c) 

(d) 

a finance house?.— 

an organisation granting 

a second mortgage? A 

A bank for 8 personal loan 

(that is a loan given originally 

for specific goods or services S 

a building society for a 

pcmon.al loan, (that is a loan 

given originally for specific 

goods or services)? ● 

your employer as repayments 

of a loan? 4 

loan from the DHSS social 

fund? d 

How much was the loan, 

excluding any interest 

you paid? 

I I I I I 

1 1 1 1 

Lofi~C& (Z7ZB) Q~ 5A 

2 2 2 2 

3 3 3 3 

4 4 4 4 

5 5 5 5 

6 6 6 6 

Ifplsplf plfpl 

\ 

Ak (b) - (m) 

14 RN am (27G] QoO 50 

~ Ask (C) 

.............. ......... ............. ........ .............*... ..... .............. ........ 

I I I I I 

How much was your MQN ~~p (275) Qo$ SC 

last payment? - Ask (d) 

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

How long did 

I 1 I 1 t 

\ 


If aldc 9, 

Period code~ PMc 27 s (i7b) QO8 5D specify period 

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

- hk ($) 

32

To alJ spenders with instdnents 

(coded 1-6 ●t 85(a)) 

A 

‘~J 

85 (mat’d) Per. No. 

(c) When did you obtain 

the loan? 

33 

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

1 I I I I 

Month Lofik MT :282) C+og SE 

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

Year 19 ........... ........... ........... ........... ........... ........... ........... ...........~1 

(f’) What item or services did 

you obtain with the loan?,~. ....... ... . ......... ..... . ......... ...... ...... ................ ........................ 

I I I I I 

(i) How much was the cash price of 

........... ...... (the goods or service) \ 

including any down 

part exchange? 

payment or 

— 

Lcfl S HP (27 4) Q@ 51 . 

............. ........ .............-........ ............. ........ .............. ........ Ask bj 

I I I I I 

(j) How much was allowed in 

Lff+R TEX (2QO) @% 5~ 

part exchange? 4 .............-........ .............. ........ .............. ........ ............. ....... 

I I I I I 

,k) How much, if anything, did you 1 I I I I 

have to put down in addition to / 

the amount borrowed excluding 

any part exchange? 

LOAN DEP (U? 1) Q08 SK 

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

To W with has from DHSS social I I 1 I I 

fund (ctxjd 6 at 85(a)) I I I I I 

I I I I 1 

(m) Which benefit? d , ...-— .. .... .... ... ... . ......... .... .. .. .... . .. ........................ 

.. . . .....,.... . . ...........,...... . .... .. .. . ...... .. . .. ........ 

Pk& A 3 

Ask m 

kk (g) 

(g) Was the item new or 

second hand New _ 

S/hand- 

] 

Z DJo:ITEN (+ QoO 

J 

Sq 

2 Ask (b) 

DNA _ 3 3 3 3 , } 

(h) What is the type of firm from 

which the item or service was 

obtained? ........................ ........................ ........................ ........................ Ask (i) 

Ask (k) 

Ask (1) 

DNA. 

(f) Do you pay the loan 

repayments by 

Others- 

I 

I 

I 

I 

I 

N 

I 

I 

I 

N 

I 

I 

I 

I 

I 

/ 

Go to 86 

deduction from benefit? w 

direct payment to DHSS?W 

v 

1 

2 

b~+ HSs (2$31Q08 

h 

5L 

1 

2 

- 

- 

* 

M (m) 

Go to 86 

. 

33

PAGE A 3L 

To ●u households 

r 

Ask all spenders 

1 34 ~E@RD 

HIREPUQC (zg~> 

25 

86 Arc (any of) you at present paying installments 

under a hire purchase or credit sale agreement? 

Yes ,_~ 

~oQo96 I 

r!] 

1’ 

Ask 86A 

. 

86A 

\+ PIhJSTrQf’ f~g~> 

Have (any of) you made a down payment on 

anything on which 

an installment? 

you have not yet paid 

::Q=I%::::’ 

To d mswainj? ‘Yes’ (Code 1) 8t 86 

and/or ‘Y=’ (Code 1) at 86A fEcoRD 7f3 

DNA. Others 

Snggcst consulting ●grccmcnt or Use separate colmn.n for each arrangement 

payments urd before asking (a) - (i) 

Per No. _ ........... ........... ........... 

14PPERSUO 

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

@07; 

...........!........... 

QoO b3 ........... 

Ring CHsum No. 1 ~~lT%MIdO


EEiiEEl 35 l?E.@RP 25 

Refer Informint to Prompt Grd B CLUB (2$51 

87 Do (any of) You ●t present have any of 

the arrangements shown on this card? 

c 

,. 

“w 

Individual Prompt 

P--lget or option accounts? .— 

mYYii3 

Use separate column for each arrangement 

Per No. ........... ........... ........ .. ........... ........... ........... 

I I I I I 

Ring CMumn No. 2 3 4 

,’~rgccards? m 

A club run by a shop? & 

A Mail Order club as an agent or 

through a friend or relative? - 

Other Mail Order organisation?— 

A Check trader? d 

Loan from other person or 

organisation? 

(b) 

(c) 

I I I I I 

I I I I I 

I I I I I 

1 

2 

3 

4 

5 

6 

7 

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

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

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

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

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

1 

2 

3 

4 

5 

6 

7 

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

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

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

....................! 

....................! 

1 

2 

3 

4 

5 

6 

7 

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

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

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

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

1 

2 

3 

4 

5 

6 

7 

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

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

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

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

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

I I I 

I I I I I 

If plf plf plspl 

Ask (a) - @) 

Go to 88 

L 

Ask (b) - (d) 

Specify 

below 

and ask 

,(b) - (d) 

How much was your last 

payment? _ , .............. .... ... .............. ......... ........ .. ...... ..... .............. ......... - Aak (C) “ 

How long did Enter If code 9, 

this cover? period _ apaMy period 

. . . .. .. .. .. .. . .“ . .. ..... . . . . ...... ............. ....... 

code 9 

.. . . ..... ..... ... ... ........ ...... ... ........ ... ........... ....... .... ......... Aak (d) 

(d) Have (any of) you 

obtained any goods 

~ltring the last month, ““. 

.! 

IC Sk”- imtv ... ... ... .......... 

(the day exactly a 

calendar month before 

Yes _ 

No _ 

b 

Y 

x 

Y 

x 

Y 

x 

y 

x 

-- 

- “Go to 88 

, 

* 

interview) from (name of firm)?

Q.87 (cent’d) 

If ‘Yes _...Y” at 87(d), complete grid below using 

Per 

No 

.... ... 

m m 

,.. ... 

+ 

.. ... 

.. ... 

,~ 

( 

( 

. .... 

. ... < 

( 

, 

c 

.....~. \ 

.... 

.......... 

......... 

......... 

,........ 

,........ 

36 

RECORD %0 

Ring code Dmcription of ~oods obttin.d. 

yoe ltentiso as far u powible. If ctothin 

from 

91 

otatc whether for ●dult or child. 

Givo sex. If child, giva age. 

1 

2 

14- 

3 

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

14 

............, 

+ 

5 

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

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

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

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

d m 

6n Q 

r ............. f- 

w $ 

$ 

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

(Q , 

88 ~ 

“1’ 

2, .............. 

& 

/ g 

a .............. c 

IOf j 

......... .. 

-L 

11 

12 

13 

14 

15 

.............., 

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

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

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

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

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

.......... 

l“”... ”..”..”...”...’””.””. . 

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

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

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

. . . . . . . . . . . . . . . . . . . . . . . . . ., 

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

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

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

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

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

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

! 

a separate line for each item obtained. 

m 

Day Mont 

,.........< .......... 

- 9 

......(. ... ...... ... 

......!.. .. .......... 

...... ... 

i 

.........f 

c 

: 

..........( 

‘h (1 

......... J 

t 

.......... i 

d. . 

......... < 

.......... 

...1.... ., 

. . . . . . . . . . . 

. . . . . . . . . . 

. . . . . . . . . 

J . 

1.. 

. 

. 

. 

!...

To all households Ask ●ll spenders 

88 Do (any of) you have a second 

37 

RECORD 25 

I I 

I 

1. I 

I I 

I 

I 

1 I 

I 

I 

I 

Ask (a) 

GO to 89 

fa) Is the second dwelling in England, 

Scotland, Wales or Northern Ireland? 

SEDWINU~(301A1) 

Ye@E% 

No -2 

n 

1 

2 

I 

I 

Ask 89-92 

for second 

– dwelling 

[ 

- Ask S9 

. 

37

m’ 

89 In the last 12 months, that is ~esQoW - 

since ..... ....... ............ have (any of) you 

1 -M(a)-(f) 

paid for central heating to be installed? No ._. 

n 2 -Goto90 

Inclode aa main dwelling Expenditure on borne 

to which hmschold 

member(s) ●rc moving 

k?Ec-0~~ 35 

(8) Was this work carried out at 

(b) Was the central heating 

RUnning 

Prompt 

your main dwelling?.—. 

1 

I 

your second dwelling?— 2 

Gas fired m 

Electric, incl. storage 

heaters & under floor— 

Oil fired d 

Solid fuel?. —— 

Use separate column for 

main/second dwclling 

I 1 

1 I I 

I 

I 

1 

2 

1 1 

2 2 

3 3 

4 4 

(c) Did you pay someone else to instal it or was it a I I I 

do-it-yourself job or was it some of each? I I 

Someone else only __ 

Do-it-yourself only,—- 

Some of each 

JTl} 

1 1 

2 2 

3 3 

(d) During the last 12 months, how much in total did I E pltpl 

YOUpay, excluding any interest paid on Ioans? 

(e) Did you pay by 

Rag 

prompt 

Paid to someone else 

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

Paid for do-it-yourself — 

“l%%] ............. ........ ............. ........ 

I I I 

I I I 

I 1 I 

Cash (cheque, coin or giro) _ I 1 

Credit card & 2 2 

Loan e 3 3 

Other installment credit ~ 4 4 

} 

F%GC A 

OFF. P~cHPNo 

‘SE 

QoOq 

Ask (b) 

G?O%9A 

DWCHTWE 

Qo’tq6 

Ask (C) 

Dwckl who ( 

Qo%qc 

Ask (d) 

Ask (c) 

DWCHDIY ~2 

Q0%qD2 

Dwctlww 

Qo%q & 

Ask (f) 

Part cash, part loan? .-. 5 5 

(f’) Has/will 

business 

any of this be reclaimed 

expense? 

as a 

Yes ,_- 

I 

1 . 

1 

I 

* , 

1- 

\ 

I 

n, 

L?=($$”S (W 

No .—w 

2 2 -Goto90Q0%q 

DW w eh~ f% 

(i) How much was/will be reclaimed? 

-1+1 ............. ..... .. ............. ........ - Ask,~ Q Og 

18

B\ 

. 

) 

/ 

To all households Ask all spade= 

39 

REcaeD 25 

In the lakt 12 months, that is 

since .......... ..... ... ... have (any of) you 

paid for central heating repairs, 

c14QEPfl\K 

~esQoqo 

(2*7) 

servicing or maintenance of 

1central 

heating? No z. 

-n 

2- 

Inclode as main dwcllin~ Expenditure on home 

to which household 

member(s) ●rc moving 

. . 

@ (8) Was this work carried out at 

G 

. @CO~D 3b m:::::’”’ 

your main dwelling?— 

your second dwelling?.—- 

~.;:z~:~ 

Ask (a) - (e) 

Go to 91 

I I i 

~(b) Did You pay someone else to carry out the work or I I I 

was it a do-it-yourself job or was it some of each? i I I 

Someone else only .—. 

Do-it-yourself only—~ 

Some of each 

1 

2 2 

3 3 -m1 

(c) During the Iast 12 months, how much in total did 

you pay, excluding any interest paid on loans? 

~ c— 

I 

Dl~ . DI .- 

I 

! j) Did you pay by 

Paid to someone else ............. ........ ............. ........ 

Paid for do-it-yourself _ 

-E 

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

I I 

Cash (cheque, coin or giro) _ 

Credit card 

Running 

Loan - 

prompt : Other instalmcnt credit_ 

Part cash, part loan? _ 

(e) Has/will any of this be reclaimed as a 

business expense? 

; 

T1 1 

I 

2 2’ 

3 3 

4 4 

5 5 

~~=m’ 

I 1 I 

(i) How much was/will be reclaimed? -m- 

1 I I 

I 

DcHU COM ~ 

(a Oqo 

Ask (d) 

DCHRDIY (2 

Qoqoc 

DcHQHwJPY( 

QoqoD 

Ask (e)

To afl households 

Refer Laformant to Prompt Ckrd C 

.- 

~ 4“ 


since . .... ................... have (an y of) you 

paid for any improvements, extensions 

or enlargements such as those shown on 

this card, for this dwelling (or for a second 

dwelling)? 

Include as main dwcllin~ Expend.iturc on home 

to which household 

member(s) arc moving 

RECORD 37 

* 

(a) Was this work carried out at 

your main dwelling? 

your second dwelling? n~l] 

~esQoq I 

- Ask (a) - (c) 

No .—e 2 -Goto92 “n1 

IUse separate column for 

lmain/second dwelling I 

DEXTMDSD (2 

Ask (b) 

Qoqt4 

I I 

(b) Did you’pay someone else to carry out the work or I I I 

was it a do-it-yourself . iob or was it some of each? I I I 

(c) 

Someone else only ___ 

Do-it-yourself only 

Some of each 

During the last 12 months, how much in total did 

YOU pay, excluding any interest paid on loans? 

.~l~2’’’ 

I I 

~ S plspl 

-FFF1 DE( 

Paid to someone else 

Paid for do-it-yourself _ 

G?oq[c 

............. ........ ............. ........ Ask (d) 

DEXTDIY (24Q 

Qoqlc 

......0.............. ............. ........ 

I I I 

(d) Did you pay by 

I I I 

Cash (cheque, coin or giro) _ ~ 

1 

R U.Ming 

prompt 

Credit 

Loan 

card - 

- 

2 

3 

2 

3 

Other instahncnt credit _ 4 4 

Part cash, part loan? ._, 

I 

(c) Has/will any of this be reclaimed as a 

I 1 I 


(i) How much was/will be reclaimed? —m--.,, 

=k ~ ‘: 

1 I I 

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

Ask (c) 

Q04tD

O . 

t- 

List of examples shown 

on Prompt Card C I Building extension 

41 

Garden patio 

Kitchen or bathroom unit 

Double glazing 

Wall insulation 

Room conversion 

Garage 

Car port 

Concrete base for vehicle 

Driveway 

Garden sped 

Garden fence 

Any other enlargements, 

extensions or improvements 

of ~50.00 or more 

. 41


EEEl 

Refer Informant to Prompt Card D 


since .......................... have (any of’) you 

paid for any improvements, extensions 

or enlargements such as those shown on 

this card, for this dwelling (or for a second 

dwelling)? 

Include ss main dwelling Expcmiiture on home 

to -hiCh hooschold 

mcmbcfis) arc moving 

42 

(a) Was this work carried out at 

your main dwelling? .-. 

your second dwelling? ..i~[- 

#092 “ 

1 - M (a) - (c) 

No .—> 

-0 

2 -Goto93 

Use separate column for 

main/second dwelling 

I I 

(b) Did you pay someone else to carry out the work or ) I I 

was it a do-it-yourself job or was it some of each? I I I 

Someone else only ,_z 

I Do-it-yourself only 

+ : 

Some of each 

DMNTMDSD(- 

‘k ‘b)Qoc72A 

; 

Dlm-bwo(zwc) 

I}AWWW 

(c) During the last 12 months, how much in,total did 

YOUpay, excluding any interest paid on loans? 

Paid to someone else .—~ 

Paid for do-it-yourself — 

1 I 

~ ~ plEpl 

FFFll 

DMNT-d f2Wq 

Qoqzc 

............. ........ ............. ........ Ask (d) 

DWN TDP+ ~ZWq 

............. ........ ............. ........ Q092C 

I I I 

(d) Did you pay by I I I 

Cash (cheque, coin or giro) _ , 1 

Ruaning 

prompt 

Credit 

Loan 

card 

* 

2 

3 

2 

3 

Other installment credit ~ 4 4 

Part cash, part loan? .-. 5. 5 

I 

(e) 13as/will any of this be reclaimed as a 

I I 


=b’~::~$=’) 

I I I 

DMNThwPf (W 

Ask (C) Q0q2D 

izm~k?s ‘oq~ 

DMNTG6MT ~Z 

(i) How much was/will be reclaimed? ,—_ ........ ............. ........ - 

d

i) 

(3 

List of’ examples shown 

on Prompt Card D 

43 

Interior painting 

Exterior painting 

Repairs or replacement of: 

Guttering 

Roof 

Door 

Windows (excluding double glazing) 

Walls (e.g. brickwork, stucco) 

Plumbing 

Electricity system (including rewiring) 

Plaster 

Woodwork 

Any other repairs, replacements or 

decorations of i50.00 or more

44 


~ 

Refer Informant to Prompt Chrd E 

f?~cOQD 25 

93 In the Iast 12 months, that is FEEs PIJTV (2Go] 

since .......................... have (any of) you 

paid for any of the items shown on 

this card in connection with the 

purchase or sale of property? 

y@093b 

No .—e 

o 

1 

2- 

- Ask (a) - (c) 

-Goto94 

~~Co~D 37 

Use separate column for each item 

~E125fNc) (z 50 

Per No. ........... ........... ........... ........... ........... ........... ........... ........... Q0q3 ‘ 

RiBgGlum 

(~) What type of item was 

No. 

1 

1 

I 

2 

I 

3 

1 

4 /=lZlzslNJo (zso6 

Qoq3 z 

I 

paid for? I 1 I t I 

Conveyancing fees 

Estate agents’ fees 

\ 

u 

1 

2 

1 

2 

1 

2 

1 

2 

/ 

CEES7Y% (2 

Surveyors’ fees 

Combined fees _- 

Moving furniture 

b 3 

4 

5 

3 

4 

5 

3 

4 

5 

3 

4 

5 

Qoq3A 

Ask (b) 

Storage of furniture _ 

6 6 6 6 

I 

(b) Was this for your 

Main dwelling? — 

Permanent second dwelling? 

I 

If 

\ 

1 

2 

I 

pll 

1 

2 

I 

pli 

1 

2 

I 

pls 

1 

2 

I 

pl 

A 

} 

I%L5 

*k 

~ Ds D 

(C) Qoqs 

Other dwelling? .— 

r 

3 3 3 3 specify below 

nd ask (c)— 

(c) During the last 12 months. 

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

~- 

i 1 I 1 I 

how m-uch did you pay, “ 

excluding any interest paid 

on loans? 

(d) Was this for the purchase and 

sale of property, sale only or 

purchase only? 

. . . . . . . . . . . . . +,. . . . . . . . . . . . . . . . . . . . . . 

I 

~ 

I 

, 

I 

I I 

. . . . . . . . .’ . . . . . . . . . . . . . 4.4 . . . . . . . . . . . . . . . . . . . . . 

t I 

I 1 

I 

I 

I I 

4 I=ELZSRH (=9 

Qo~3c 

. . . . . . . . \ - Ask (d) 

I 

I 

I 

I 

Purchase and 

—~,1=””) 

sale? .—- 

Sale only? 

Purchase only? c. 

I 

(e) Has/will any of this 

I I 

I I 

be reclaimed as a 

business expense? Yes 1 1 1 1 

No .—H 

2 2 2 2 

I 

, I=ec.ao s (2 

: ~*::4Qoq3 

I I I I t 

ii 

I=EESS6 W 

(i) How much was/wilI be 

reclaimed? * Ask 94 QO~3G 

.

To all households I Ask ●ll apcndcm I 

Refer Infornsant to Prompt Grd F 

46 

f?ECO~D 25 

94 In the last 3 months, that is FUUrJIT(tL ( 

since .......................... have (any of) you 

paid for any furniture such as the 

examples shown on this card? 

Yes .-. 

No.n 

1 

2 

- ~~fa~& 

-Goto95 

(b 

(a) During the last 3 months, how much 

in total did you pay, excluding any 

interest paid on loans? 

E P 

Qoqq-t+ 

................ .......... - Ask (b) 

-mFuRrdflfq 

I I 

(2 

I I 

(b) Did you pay by I I 

Cash (chcque, coin or giro) _ 

Running 

prompt 

Credit 

Loan 

card b 

- 

Other installment credit _ 

Refer Informant to Prompt Card G 

Part cash, part loan? .- 

1 

2 

3 

4 

5 

Folwhml P/( 

Qoqq-B 

Ask 95 


since .......................... have (any of) you Qoq5 

Yes .-. 

paid over S50 in total for any carpets, 

1 - hk (a)& (b 

carpeting or any of the items shown No -. 2 -Goto96 

on this card? 

n 

Iricludc fW.ng charge for carpeting 

(a) During the last 3 months, how much 

in total did you pay, excluding any 

interest paid on loans? 

E P 

Qoq5 A 

................ .......... - hk (b) 

-mCfI=TFIti 

I I 

I I 

(b) Did you pay by 

Cash (cheque, 

I 

coin or giro) S 

1 

cP&Tn@ fy 

Running 

Credit card 

QOqse 

prompt 

Loan b 3 

Ask % 

Other installment credit _ 

4 


5 

.

List of examples shown 

on Prompt Card F 

. 

1. 

Tables 

Chairs 

Beds 

Cupboards 

Wall units 

Armchairs 

settees 

Bunk beds 

47 

Dressing tables 

Any other furniture 

costing E50 or more 

Carpets 

Carpeting 

Carpet tiles 

Rugs 

h4ats 

Any other carpet items 

costing E50 or more 

%4E A 

4


.0 

EEEl ‘5 ~GCOQD 25 

% During the last 3 months, that is l-101_P61D~2S3) 

since .......................... have you paid for 

part or all of the cost of any holiday 

that you have already taken or are 

about to take in the future? 

ye5Q07b 

No .—. 

n 

12- 

RECORD log 

Use separate column for each holiday 

Per No. ........... ........... ........&........... Ho Fwo (...... 2s3 


97 Was/is it a package holiday? I 1 I I I 

Dcfin.itiosx Yes— 1 

trWC] to holiday ~int No 

1 - 

~ L+LK ZS3C Qoq 7 

2 ‘~ 

2 - 

%W A4f? 

Ask 97 

Go to 103 

Go to 98 

and ●ccommodation 

combi.ncd as a IniniKnq k 

thcsc items =nnot b paid for 

Scpamtely. 

Self-catering package holidays 

I 

1 

1 

1 

.1 

t 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

Ask (a) 

should be included as a 

package holiday. 

[a) Was it/will it be 

at a hotel or boarding house 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

1 

(other than package)? 

-r 

a self-catering or camping 

holiday (other than package)?- 

1 

uoLTf~E 

H1 

[253D) Q4 ~ 

1 - Go to 101 

I 2 2 2 2 - Go to 102 

other? 

To a13with package holiday 

-1 

- 

3 

3 3 3 - Go to 103 

(cOdd 1 at 97) 

98 Did the holiday/ 

will the holiday 

DNA. 

last 

Others 

- 

I 

N 

I 

I 

N I 

I 

N I 

I I 

Scc 101 

for less than seven days?— 1 

~Lf+WS (=+ Qo q %] 

for seven days or more?_ 2 

2 } 

99 Was the holiday/will 

be in 

the holiday I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

UK? d 1 

l.lLP\’W! @A 

$ 

QOq 4 1 

Eire? ,—* 2 2 

Other 4 3 3 3 3 } 

I I I I I 

100 During the last 3 months how I & DIE plg pls DI 

much have you actually spent 

on the cost of the ~ckage 

o~Y~ 

~~pk nfll (2544 QIo 01 

.............- ........ ............. ........ ............. ........ ............. ....... 

Nil— J ~Wk] (WINLJ254CJ @ 10 0 z] 

Ask 99 

Ask (a) . 

Scc101 

(a) Did you pay by 

Cash (cheque, coin or giro) ~ k’ 

II 

‘ ‘ 

‘1 

Running 

prompt 

Credit card 

Loan 

Other installment credit _ ‘1 

Part cash, part loan? z. 

I 

2 

3 

4- 

5 

tiL+WJ~ 

3 

4 

5 

(=4 QIo 

3 

4 

5 

~ 1 

2 

3 

4 

5 

Scc 101 

. 48

Use separate column for each holiday 

Per. No. 

To all with holiday at hotel or 

boarding homsc (coded 1 at 97(a)) 

~ 

I 

I 

t 

I 

I 

t 

I 

I 

I 

I 

DNA. Others N N N N - see 102 

101 Was the holiday/will the 

holiday be in 

0 (a) 

0) 

Other-— 

I I I I I 

I I I I I 

1 I I 1’ I 

3 

I 

3 

I 

3 I 

3 

pAeE- Aw4 

1hk (a)& (b) 

- * 102 

I I I I I 

During the last 3 months, I I I I I 

how much did you actually 1 I I I I 

spend on ●ccommodation 1 f plf plf plf pl 

only, but including food if 

it was part of the 

accommodation charge? _ 

tILq8 Rwl (2S5A: Qlo 1A 

............. ........ ............. ......... ............. ......... .............. ........1- Ask (b) 

Did you pay by I I I I I 

Cash (cheque, coin or giro) 

Running Credit card e 

prompt Loan 

Other installment credit— 


To all with self-catering hoIiday 

(coded 2 at 97(a)) - - 1 

1 

(25S0 Glo IB 1 

2 ) 

2 

~LH *uwfy 

3 3 3 3 

4 4 4 4 

5 5 5 5 

I I 

, 

I I 

See 102 

DNA. Others N I N N I N - see 103 

I 1 J 

I I I I I 

102 Was the holiday/will the I I 1 I 1 

holiday be in I I I I I 

~=mzE5g 

I I I I 

9 (a) During the last 3 months, t 1 I t I 

how much did you actually 1 I I I I 

spend, on ●ccommodation 

only, including campsite 

fees and hostel charges? _ 

Ask (a) & (b) 

Go to 103 

~LKc ftMT~25kA: Q 10 UI 

.............. ........ .............. .......! ....................... ............. ....... - Ask (b) 

Nil _ 1 - Go to 103 

I I 

(b) Did you pay by I \ 1 I I 

Cash (cheque, coin or giro) 1 

1 

~+f’y f2s&c Qlo 26 

Credit card * 

Running 

2 J 

2 

prompt Loan - 3 3 3 3 IAsk 103 

Other installment credit~ 4 4 4 4 

Part cash, part loan? -, 5 5 5 5 

t .


103 Do (any of) you have either a current 

account or a bank budget account? 

% 

~ 

17CCORD9 I 

50 

Use separate column for each account 

Per. No. Bnuu ,PNO f3m~ 1 Qto 31 

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

I i I I I 

Ring Colu.snn No. 

I 

1 

I 1’ I 

1 

I 

(a) Do you have I I t “ I I 

I I I I I 

PkE 4 so 

4 

Ask (a) & (b) 

Go to 104 

a current account? 

a bank budget account? _ 

F 

I 

1 

2 

B+WK 

I 

(30ql 

) 

I 

Q1O 3A 

I 

1 

2 

Ask (b) 

1 

I 

(b) Have you paid any bank 

acrviu charges on any of 

these accounts in the last 

3 months? 

I 

I 

I 

I 

I 

I 

I 

1 

I 

I 

I 

I 

I 

t 

I 

I 

I 

I 

I 

I 

Yes ,—> 

No —z 

L 

v 

I 

} 

2 

8+K 

1 

(310):QI0 

I 

30 

I 

1 

2 

- Ask (i) & (i 

- GO to 104 

I 

(i) How much did you pay I t I I I 

cxclucling interest, in the t f plt plf pli pl 

last 3 months, that is 

since .............................. ? 

KAM SC Ar=tT (312) CQlo 361 

............. ........ ...........0......... .............. ......... ............. ........, - Ask (ii) 

(ii) Was any part of this t I I 1 I 

amount for business 1 1 I I I 

purposes? I“ 1 1 I t 

Yes ,-. 1 

- Ask (ai) 

B+P {313~ QIo 3S21 

No -c 2 2 -Gotolo4 

I I I I I 

(8i) About what I I I t I 

proportion would 

for business? 

be 

‘/0 

Y 

6* 60s PQ (3K Q\ 03 03 

....... ....... ........ .............. ........ ....... ....... ....... ....... ....... ....... - Aak 104 

. 

.

104 (Apart from any of the items I have already asked you 

about), do (any of) you pay for anything by standing 

order or direct debit through a bank, bank budget 

account, 

society? 

National (Post Office) Giro or building 

Por 

I&n.. Purpwo (Automobile 

No. No AnocsstionInemb,mhip,●tC.) 

1 

...... ...... ..... .. ... . ...... ..-.-e.. .... ....bl 

2 

...... ...... ..................... ... .... ... ..... ... ..~.., 

1 

) 

3 

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

4 

...... ...... ...........................................”....... 

i , 

5 

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

, 

d 

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

o 0 

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

d 73 

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

...... .,. f................................................... 

o 

G ...................................................$ 

...... ...a ..... ... ... .. .... . .. . .. ............ 

1 

11 

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

12 

..... ...... ...—— ------------ 

13 

...... ...... ..——. . . . . . . .. 

14 

...... ...... ...-..-... -..”.-. ......... .......”... 

15 

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

OFF. USE Enter 

pc$: 

6fW&rq31 b ) 

~e5Qlow 

-. —m- %%5 K:: 

I 

-t- 

U 

a 

-o-- 

.; 

t_ 

If code 9, 

u)ocify pariod 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

f P 

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

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

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

Q 

4’ 

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

0 

z. 

. 

& lo 

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

1- 

Z 

c. 

. 

0 

$ 

a 

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

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

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

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

+ 

Ask 

“ 105

TO ●u households 

. l=G==l 

105 

106 

107 

& I 

Have (any of) you or your children under 16 

acquired anything free of charge 

on prescription during the past 

SCVCn&ys ending y=tcrday? 

(a) Who acquired Per. 

the items? No. 

(b) How many items did 

they acquire? 

Have (any of) you or your children under 16 

52 

ye5Q*i-1. &k(a)&( 

Use separate column for each person 

receiving free items on prescription 

PQESPNO Llqll Q 10 5A 

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

f’t?ESdo (32$ qlo 5B 

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

had any free we!fare milk during ycsQ~ob - ‘-- , 

thc past seven days ending ycste;da y? 

QEmRD C12 

Ask (b) 

Ask 106 

—m- -k (aM 

‘o—u- m ‘0 

Use separate column for each person 

receiving free welfare milk 

(a) Who received the milk? Per. 

(b) How many 

— No. 

pints did they receive 

o W~Lf PhJo (3ud QI o 6A - Ask 

........... ........... ........... ........... .......... .... ...0.. ........... ........... 

(b) 

during the seven days ending 

ycsterda y? W6L6MILK ‘3+ QIO bB 

........... ........... ........... ........... ●........... ........... ........... ........... - Ask 107 

QECOQD 2S 

Have (any of) you or your children under 

had any free school milk during the 

16 

FRSCtW~k@z@ 

YC5Q107 ~ 

x acvcn daya ending yesterday? . No,n- 

2,- 

(a) Who received the milk? —Per. 

No. 

00 How many pints did they receive 

during the acven days ending 

ycatcr&y? d 

I Use 

L 

separate column for each person 

receiving free school milk I 

Scw ~ NO b?) @lo 7A - 

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

Scliw ILK !3U Qlo 78 - 

........... ........... ........... ........... ......... ) . ........... ........... ........... 

1 

Ask (a)& 

See 108 

Aak (b) 

Scc 10

To all with children ●t state schools 

108 Have any of your children at state 

schools had any school meals during 

the past 7 days ending ycstcrda y? 

● 

9 

i. 

109 

RECORD 94 

Per. No. 

(a) Which child? -of child 

(b) How many meals has each 

child had? -c 

(c) Were the meals free? 

Yes — 

No ~ 

53 RECORD 25 

PAGE A 

DNA. No state school children –m- ~ ‘0 “0 

I Use 

SCH64UILS (324) yes 

G?I08 NO 

separate column for each child 

receiving school meals 

n 

1 - Ak (a)-(d) 

2 -Goto Io9 

Y 

Sw P Eg u~ 3*R G/lo 04 - Ask (b) 

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

1 

1 - Go to 10 

SM P2k eE ‘3242 Q 10 8C 

2 2 2 - Ask (d) 

(d) During the 7 days ending 

yesterday did you pay for 

any of the meals? 

‘es— 

No_ 

/ 

1 

2 

$MPf311DUJ 

2 

‘3+ Q 10 8D 1 

2 

-Ask (i) & (i 

-Go to J09 

(i) How much did you pay for 

Is 

● 

ptfpltpllpl 

each child during the 7days 

ending yesterday? 

. 

shIpD Am-t (32q Q~o %D t 

i 

\ 

(ii) How many meals did 

this cover? 

Inclmdc schwl cafeteria a“nd 

sMtJOf ‘Dud (330) Qlo OD Z 

- Ak 109 

fixed priced meals 

Exclud= school tuck shop 

Has/have you child(ren) at State 

school travelled to or from school 

by bus or train during the Bst 7 days 

ending yesterday? 

=LITRW 

Qloq 

QECOQD 25 

(331~ yes-~ 

No .—> 

n 

1 

2 

- Ask (a)-(c 

- Go to 11 

~EcoRD 96 

Use separate column for each child 

traveling by bus or train 

(a) Which child? -~ 

Per. No. 

of child 

~CT4 P~o ~331 

- Ask (b) 

(b) Did he/she 

free? 

travel Yes ~ 

No ~ 

\ 

1 

2 

SCTR$R u (3316 @lo 

) 

q6 

1 

2 

- Go to 11 

- Ak (c) 

(c) During the 7 days ending 

yesterday did you actually ‘es — 1 

-hk (i)& 

~~~D~W (331c Qto qc 1 

pay for any of the travel? No_ 2 ) 

2 -Go to 110 

It ptt ptt ptspl 

(i) How much did you pay for 

each child during the 7 days 

ending yesterday? 4 

(ii) How many days did 

this cover? 

I I I I 

sTDi4y Cov (333& Q~o qc~ 

- - Ask 110 

/ - 

I

To 8U hOuhOkis 

54 

~ RGCOI?D 25 

110 Are any of you (or your children under 16) COR$RT(335A) 

attending a course for which you/they 

yC~QMO 

receive an education grant, maintenance -. —m 

-Ask (a) & (b 

grant or scholarship? 

NO -. 

W-ti ‘0‘]’ 

Xnclmde holiday periods 

f?ECOKD 83 

Usc separate alum.n for each gmnt rcccivcd 

(a) Who is receiving 

the grant?-- Per No. 

G~~’ T~o (336) Qll OA1 

........................ ........... ............ ........................ ........... ........... - Ask (b) 

I I I I I 

Ring Column 

(b) Is the source of the 

No. 

t 

! L RIT& NCkhdhlI I 0A25 

I I I I 4 

Is plspls plspl 

(c) What is the current annual 

value of the grant excluding 

fees? 

or 

GQwE x= (33@ Q}l OL 

& .............. ......... .............. ........ .............. ........ .............. ........ - Go 

# I I I i 

to (c) 

(d) What is the current annual 

value 

fees? 

of the grant including 

. 

~RfW~ N~G (33+ Q!! Oy) 

....................... .............. ........ ........................ .............. ........ - Ask (C) 

I I I I I 

(c) How much of this is paid 

I f, I I I I 

direct to you (or your 

children) by cash or cheque?— ~RtWr DIR (341) Ql! 0s 

....................... ........................ .............. ........ .............. ........ - Ask (f) 

(f) Is the grant for attendance at a 

state or private establishment? 

~ 

, 

I 

1 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

Sta tc? . 1 

+ PE (342 Q I I Ot= 

4 

1 

Private? _ 2 2 

I I I I 

(g) Is the course you (or your ~ 

I 

I I I 

children) are attending 

I 1 1 I I 

1-Ask (,) 

Running 

prompt 

Up to and including 

‘A’ level ,-. 

Above ‘A’ level? 

1 

2 

CnU+W6 ~43 

) 

Qll )q 

‘[} 

1 

2 

Gotolll 

(i) 

- 

3 3 3 

I I I I I 

What is the name of the ~ 1. I I I 

examination you (or your 

children) will take? .—~ .——.< .... .... . . ... ....... ...................... ... .............. 

......”.......-....”..,... .. ........ . ........“...... ............ 

3 

I -Ask(i) 

....................... ....................... ....................... ............... ........ ‘-hk ‘1154 

t

To all homcholds 

= 55 rt2C0KD 2s 

PAcfE ~ 55 

111 In the last 3 months that is since ............................. 

have (any of) you paid any fees or EDUCFEK (3*4) 

maintenance for any educational courses ~e~Q 1 t } 

at any level but excluding leisure classes? 

1 - Ask (a) -(c) 

No —w 

“n 2 - Gotol12 

1 

Include parental contribution 

● 

(a) 

(b) 

(c) 

(d) 

(c) 

RECORD w Use separate column for each course 

Who is/was attending Per. - Ask (b) 

the course? No. 

I I I I I 

I t t I I 

Ring Column No. 1 EOUL21TIU0 QIII 

[ 

I I lx I I 

I I I I I 

It plf plf plf pl 

What is the total amount ““Ev~~ @wr (3+ Qu I G 

paid in the last 3 months? Ask (C) 

— 

I I I I I 

I I I I I 

Is/was the course at a state or i I I I I 

private establishment? I I I I t 

I I I I I 

State-. 

Private-> 

1 

,2 

~T~ 

.(, ‘ 

2 

346 

i 

Qltt c 

1 

2 1-Ask (d) 

I I I I I 

Is/was the course you (or your 

children) are/were attending 

I 

I 

I 

I 

I 

I 

1 

I 

I 

t 

I 

I 

I 

I 

I 

I I I I I 

R Unning 

prompt 


‘A’ lCVC] 

Above ‘A’ kVCi9 .— 

- 1 

2 

CIAq (3+SM\l 

2 

p] 

2 1-Go to (c 

DK d 3. 3 3 3 - Ask (i) 

(i) What is the name of the 

examination you (or your 

1 

. . 

I 

I 

I 

I 

1 

1 I 

children) will take? A 

..... ... ..... ....... ..... ....-...— ...... .... ........ .. ...-..............”.. 

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

.... .... .......... . ... . ... .. ... .. . ..... .. ......4.....”- .... ....... ...”.... 

Are you (or your chiIdren) 

currently attending the course? 

I 

1 

, 

I 

1 

t 

1 

I 

.3 

I 

I 

I 

I 

I 

I 

Yes ,-. 1 c! No -. 

2 2 

@u ~ Tm (344SQIt I E 

1 

2“ 

- Ask X12 

1 ~~

To au households 

&E!!&_l 

112 In the last 3 months, that is since ................. have UECOQD 2!3 

(any of) you paid any fees for any (other) course 

or private tuition such as nursery school, pIay LEI sc FE~ (3+1] 

56 

school, driving, swimming, music, riding lessons, yes@ I I 2C 

weekend or evening courses or other leisure classes? 

1 - Ask (a) -(c 

No 

Exclude membership f- 

2 - Gotol13 

n 

playgroup, day naracry. 

RECORD q$ - 

Use separate column for each course 

(a) Who is/was attending 

the course? ~cr 

LEls CPMo ‘3474 Ql!z Al - Ask (b) 

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

I 1 I I I 

t 1 I I I 

(b) What is the total amount 

paid in the last 3 months?- 

I I I I I 

Ring Cohunn No. 1 II ~., S&ITN 

I 

I I I I I 

I I I I I 

Is pli pls plEpl 

LElsc WIT (w) QI12 6 

.... .... ...... ....... . .............. .. ...... ... .... ... ... . . ... .. .. . .... ..... .... ....... . \ 

I I I I I 

I I I I I 

(c) Is/was the course I I I I I 

I I I I I 

at a state establish merit_= 

Running 

prompt at a private establishment— 

or an individual giving 

private tuition? d 

I 1. I I I 

1 

2 

3 

1 1 1 

i-t51SC=T 6tq)Gm c 

2 2 2 

3 3 3 

I I I I 

I 1 I I 

1’ t I I I 

(d) What is the subject 

being studied? .. ... . .. ... ...”.... ... . ........ .. ... .. ........... ..... .......... ......... ... 

- kk (C) 

- Ask (d) 

.. .. . . . .. .1-—- . ... . .... .. ...........

TO ●ll households 

EEEl 57 ~ECOZD 25 

113 (In addition to the courses you have told me 

about) are (any of) you at present attending 

any part-time courses at a state educational 

establishment for which you do not pay fees? 

o I 

RE-CDRDm , 

(s) Who is attending 

the course? ~Pcr No 

IU.ng Colamn No. 1 

PTCCWRSC (3wl 6) 

~esQ I I 3 

1- 

No -. 

“n 

2- 

UM ●.pxate column for each spondcr ●ttending I 

mPE R No {31M Qu3 Al . 

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

I 1 I I I 

! I I I 

ifTI l& F/o 

I I I I I 

I I I 1 I 

1 I I I I 

~ (b) Is the course I I I I I 

$ ) I I I 


‘A’ level 

Running 

prompt Above ‘A’ ]CVC]7.— 

0 

fh1~ F’= (3ME Qll 3B 

1 ? 1 

2 2 2 2 

3 3 3 3 

L . . . 

I I I I 

(i) What is the name of I I I I I 

the examination you 

will take? . ........................ ........................ ........................ ........................ 

Check front page of Household Schedule 

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

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

PAqE A57 

[ 

hk (aW(b) 

see 114 

hk (b) 

1-SCC 114 

. Ask (i) 

- see 114 

- all households with ● member ●ged 14cd) 

cd 5 (state secondary) or 6 (non-advand 

18 who is 

further 

education up to ‘A’ level) at Q.7, front page DNA. Others N - Go to 115 

Q 

114 

Is the course you (or your children) 

arc attending part of the technical 

and v~tional education) 

initiative? 

RECORD 

pcrNo~ 

I00 Use separate column for each child 

t 1 I 1 1 

Yes .—. 

No ,—. 

DK

115 

116 

. 

58 

=uationa] kome ●nd CXpcnd,iturC 

for non honschold mcmbcra REu RD 2!5 

Have you a child aged 16 to 24 0tJTGJ76MT {3S0> 

outside this household who is 

currently receiving full or 

@ I 1s 

1 - Ask (a)-(f) 

part-time education? 

Include married children ●ged 16-24 

NO .—. 

‘u 

2 - Go to 120 

(@-O~D 2$? I 

(a) Ring person nsunbcr ~ 31 

Use separate column for each child i 

I 1 I I I 

(b) Enter relationship 

to HOH ~ ........................ ........................ ........................ 

I I I I I 

(c) Sex 

(d) Age now __ 

(c) Full or part-time education ~ 

(f) Enter Wrson nu.mbcr of 

parent/guardian giving 

details xt (a) - (c) .—~ 

I 1 I I I 

Male 

Female _ 

1 

2 

Os+x (3s2 

i 

1 

Q i ~ SC 

2 1-Ask (d) 

I I I I I 

Full time _ ~ 

,,tt-~p(f) 

In the last 3 months, that is since ................... 

have you paid any of the following for the 

child you have just mentioned: 

Include parentxl contribution 

(a) fees or maintenance for any educational 

courses at any level but excluding 

leisure classes? 

Yes ,—. 1 

No .~. 

(i) What is the total amount 

paid in the last 3 months? 

OSPE ew~ (35$ Q\~ SD - Ask (C) 

I I I I 

I I I I 

I I I I 

Osffi RENT 3s4’ Gall SF - Ask 116 

Y 

+fi~~ (3b42Gut bb 

1 - Ask (i) & (ii 

2 2 - Go to 117 

I i I I I 

It p{f plc plfpt 

OSEDF f+MT

117 

59 

Use separate column for each child 

Per. No. 3’ 

32 33 34 

I 

I I I 

I I 

Is your child attending a course 

. I I I 1 1 

for which they receive an 

I I I I I 

education grant, maintenance 

I I I 

I 1 

grant or scholarship? 

I I I 1 I 

Yes 

No — 

J 

2 

1 

C)su ~ UT (357 

,4 9 

Qll 7’ 

2 

- Ask (a) 

- Go to 120 

(a) IS the source of the zrant “––. - 

I 

I 

I 

1 

I 

I 

I 

I 

1. 

I 

t 

I 

I 

I 

I 

I 

I 

I 

I 

I 

RUnrling 

prompt 

state ,—. 

-ImEm’’(:(c 

private 

overseas? _ 

I 

Is p:s p:s p:sp: 

(b) What is the current ●nnual 

value of the grant 

excluding fees? ,-. 

Oc+EMFEE (3 be’) Q~l 76 

Go to 118 

(c) 

or I I I I I 

What is the current ●nnual 

I 

\ 

1 I I I 

/ 

value of the grant 

including fees? .—* 

OQtNc FEE (34 1) Qlt 7L 

118 Is your child attending a 

119 Is the course 

L promp “F 

(*) . . What is the name of the 

examination your child 

will take? 

1, I I I I 

1“ I I 

I I 

I I I I I 

I I I I I 

I I I I I 

I I I I I 

up to and including OSCORWP (363 Qllq 

‘A’ level + 1 1 1 1 

above ‘A’ level? —— 2 2 2 2 

DK 3 3 3 3 

r r I I I I 

.—4 ... . . . .—. .. . .... 

............ ......“ 

Ask 118 

J- Ask 119 

1-Go to 120 

Ask (a) . 

Axk 120

. 

TO III households 1===1 ‘0 

120 Have (any of) you been an employee at any 

time during the last 3 months? 

Refer informant to Prompt Card H 

(a) Do You have (have you had) any of these 

items refunded by your employer (main or 

subsidiary)? 

(i) How much of the expenditure did you have refunded? 

J?EcOaD 25 

~hIP/3hl 

y~~ Q 120 

No -> 

~usREX (5 

363B 

1 - Ask (a 

2 - Go to 

(363A 

ye~Q1204+ 

1- Ask (iH 

No to all _ z - Go to 

“m 

P ! 

(ii) HOW long did this cover? RECORD 103 1 I 

Prompt ●mounts 

entered at 

reIcvant questions 

Rent (18) 9 

Rates (24) 

Water/sewerage rates (28) _ 

Mortgage payment—~ 

(32 or 35) 

Insurance on structure — 

(41) 

Gas (61-70) . 

Electricity (51-60) _- 

‘;’’:on’r 

Road fund tax 

(77(b) and 79(b)) 

Vehicle insurance 

(77(e) and 79(e)) 

Vehicle purchase 

(81 and 84-87) 

r 

E 

c 

Yes No 

1 

x 

2 x 

3 

x 

4 x 

5 

x 

x 

x 

x 

x 

x 

x 

10 x 

JO x 

11 

x 

11 x 

— — 

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

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

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

................ ..................... ..........., ................. 

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

d 6 2 : 

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

~ 3 J 

...................................... G ............ ......... v...... 

“~‘ s -i= 

......................... $ ............................. ~ 

5! 

s 

t- 

Z 

,,................................5 .....................?.... 

& d 

m w 

$ 

I 

$ 

ii 

... . .. .. ii... .. .. u . 

,., ... .. . .. .. ... . .. 

.. .. .... ..... .. . .! 

.x 

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

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

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

If code 9, 

ipccify pcrioc 

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

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

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

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

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

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

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

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

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

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

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

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

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

i

121 Did anyone from outside the household E% PGIUtd (Gg~A) 

give YOU the money to pay for any of the 

yes Qlll 

household expenditure you have mentioned? 

.=m:%):) 

e 

(a) 

(c) 

(d) 

61 

I&mm 101 

P.r.obiziid 

Use .~psmt. column for .tih Item of ●x~nditum 

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

I I I I I 


What was (were) the item(s) of 

expenditure? ~. 

........................ ........................ ........................ ........................ - Ak (b) 

Who gave you the money for 

the .............................. ? ,- 

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

- Ask (C) 

Is pls pls plfpl 

How much was the amount 

........................... gave you? .— 

*Pc+v NW4 (Sqo) Q! 

- Ask (d) 


Enter 

period code- 

I I I 

I I 

If Code 9, 

‘ ?Ei?c5qo (+QIZ ID 

Spcci.fy 

......................... ...................... ....................... ....................... period 7 

-Ask 122 

122 Were any of the items of household expenditure ~G@RD z= aPGDJIR SqlA~ 

which you mentioned paid direct by someone’ yes Q 122 

else outside the household? -I% 

1 - hk (a)

TO all households l=G==l 

123 Do (any of) You pay maintenance allowance 

or separation allowance? 

(a) 

(b) 

62 

f? Ko17D ]0~ — 

Use separate column for each arrangement 

,cr.o~--to’” 

I I I I I 

i I I I I 

I I I I I 

I I I I I 

I I I I I 

Ring Column No. 1 s &P~ 

I ) I I I 

I I I I I 

I I I I I 

I I I I I 

Ii plt plf plfpl 

HOW much was your last 

payment? - Ask (b) 

I I I I I 

How long did this cover? I I I I I 

I 

If C9dc 9, 

Enter PEfzc Sq Sc (% SD] Q12 3s spccif y 

period code _ ........................~,......................-=.,-.,...,,>.,- ........‘ ....................... period 

. 

6

The infomtion ~n this pageshould be obtained f7EL0fzD 2s 

from IOU] ●ntiorsty office and entered below f P 

124 

125 

126 

@ 

63 

e 

NQV(373) 

GKU (372) 

Q12+ ‘. ~. 

Gross Value of rateablc unit(s) covering the household .................. ........ 

Net Rateable 

the household 

Value of rateable unit(s) covering 

copy from valuation lists 

I II 

(312s 00 

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

I 

I 

1 

. I 

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

I 

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

I 

I 

; ,,) all households containing men aged 65 and over and DNA 

women aged 60 ●nd over ‘~~~~~~~~n~ 

I 

127 What conccssiona~ bus travel provisions arc provided I I 

o 

. 

for OM% 

[ Free bus pass or permit —z 

Half fare bus pass or permit.—- 

Flat fare bus pass or permit-~ 

Bus tokens or bus tickets _ 

Any other type of concessionary 

OAP bus pass? Specify- 

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

lNA12~f3vx> 

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

No concessionary bus travel Q12-i 

provision in area 4 

I 

I 

I 

I 

t 

I 

I 

I 

I 

t see 127 

I 

L 

I 

CON .m- 

BUSAIM(37S) 

61127A 

J’i I 

C;$ c H(37s 

1- 

~oQ~ 

I 

Is pl 

) 

‘L 

(a) Annual value of tokens/tickets 

(b) Are passes and permits charged for? 

(i) How much is charged? 

Ceuscl+fm’1 (37s4 

Q127BI 

PEJZC37 S5(37 SC) 

i 

1 

2 

3 

4 

5 

6 

- Go to (b) 

Ask (a) 

Go to (b) 

See 128 ●nd 

checks then go 

to next document 

Ask (b) 

Aak (i) & (ii) 

2 -see 128 md 

checks then go. 

to next document 

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

(ii) Period covered by charge? Enter @ 12782 

K code 9. 

period code _ ...........................! 


P 

L 

1 

k 128and 

chccb then go 

to next docusn %3

TO U households ●t end of t~rd-kap~g 

~riod (Ask hob or wife] . 

I 

128 Were there any 

such as visitors 

special 

staying 

circumstances, 

with you or 

l

First chcc~ u borne: QnwLl E!2inEi 

1. 

2. 

3. 

Is the correct serial number and person number recorded at all relevant points 

throughout the Household Schedulc and its continuation pages? 

68 

Yes . . . . ..l 

No . . . ...2 Added/amended 

I 

[ 

I 

]Tick 

Are all line and column numbers and relevant DNA codes ringed? 

(Exclude those in sections you have skipped) 

Yes . . . ...’ 

No . . . . . . 

Have period codes been entered at all relevant questit 

Yes . . . . . . 

No . . . . . . 

PERIOD CODES 

[ ENTER AS SINGLE t 

WEEK .........0... ...0..00.........0... 

TWO WEEKS ......0..................... ● ...........2 

THREE WEEKS .....................................3 

FOUR WEEKS .......................................4 

CAL. MONTH .......................................5 

THREE MONTHS .................................6 

SIX MONTHS . . . . . ..0. .0=.0● .00......00.. . . ...00.... 7 

YEAR ...........0.......0.....0.0 ● ......................8 

OTHER PERIOD ....00000 ...00● * O**o*o O............9 

? 

66

IN CONFIDENCE 

FasniiyExpessdtire 

IncosrkSchedask 

REcoRD 56 

Suwey 

If the spenders have been 

seen separately, check that 

all apcndera have been asked 

these qusations on S838.4 

71 - 123 

~ Are you doing any kind of paid work at 

present? 

c.!. 

off% use 

3mtcrviewcr Uae 

W?EJ4m:rng = 

— 

(382) SEI&&B :33) 

PIKE Bol P’7,w.;; ,x 

S.8386 (>1 [-

To all Employees (code 1 at l(a)) and 

Self - Employed (code 2 at l(a)) 

2 

. ... .. . ... 

PMIE B02 

m 

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

I I I I 

I 1 1 1 

2 For how many weeks have you done 

regular paid work in the last 12 months, 

that is since ...................? .............*............. .............*.............%.............. ............. 

: wuswEM~ (sSY) ; Qooa 

I I I I 

To all Employees (coded 1 at 1 (a)) 1 I I I 

Employees 

ask 3: Sc 

- employed 

go to 9 

I 

3 Have you been to work today? I H-l-wow : (3889) : Q 003 : 

Yes —* 1 1 1 -Goto9 

Probe to find out whether day 

of interview is a normal working 

No ___ 

2 2 2 - Ask (a) 

\ 

day - if normal working day and I I 

I I 

away from work code 2 

I I I I 

I I ) I 

(a) Have you been away from work 

for more than the last ~ RwkS3D~~Y (~~ : QW3~ ~ 

3 working days? Yes _ ‘ 

1 I 1 - Ask (i)-(iii 

No .—. 2 2 2 -Go to 9 

(i) What is the reason for 

your absence: 

Running illness or accident 

prompt- holiday 

strike 

a 

I 

1 lNR ZOy 

1 

2 

~ f3W~ . r 

1 

2 

: QO03 

1 

2 

Al ~ 

1- Ask (ii 

other? Specify 

(ii) Are you receiving 

3 3 .3 - 

4 ‘4 4 

............................ ............................ ...........................! 

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

Running full pay from your employer _ 1 1. 1 

prompt part pay, or made up pay —~ 2 2 2 

no pay? 3 3 3 

(ii) How many weeks in all have 

you been away from work 

during this spell of absence?_ti 

-. 

~- 

1 I I I 

If kss than one week, give days _ ............................. ............................. ............................. 

. 

. Specify 

below an 

/ 

,1-Ask (iii 

Goto9 

Goto9 

68

To all unemployed intending to work 

(coded 3 or 4 at l(b)) 

Exclude those who have not 

~ .............. .............. .............. .............. .............. .............. 

worked before but who arc 

seeking work e.g. school, 

I 

1s p L p L p; 

college or university leavers —C 

I 

I 

I 

I 

I 

I 

-Goto51 

I 

I 

I I I I 

1 I 1 I 

4 When did you last do 

any regular paid work? 

—-.. 

\ 

Lf a year or 

ore before 

Month ............................. ..............,.............. ............. ............. - in rvi w go 

~~ O9. If kSS 

Lthan a year, 

Year 19 

............................. .............. ............. .............-............. k (a) 

I I I I 

(a) For how many weeks have you 

done regular paid work in the 

last 12 months, that is since .....................~ ? 

Go to 9 

WKSWWEhl @@ QOO 

I I I I 

To all retired (coded 6 at l(b)) I I I 

:=i?r?w-i 

I 

I I . .1 

I 

5 Have you retired in the last 12 months, 

that is since .......................? 

Ask (a) 

Go to 51 

■ ■ 

P 

B 

I I I I 

(a) How much did you earn from your 

job (before tax) in the 12 months 

just before you retired? - 

Go to 51 

RETERRN (3q6~ G1005q 

To men aged under 65 and women aged under 

60 who are coded 5 or 7 at l(b) 

1 

I 

; 

I 

I 

1 

I 

I 

I 

1 

I 

I 

I 

I 

I 

I 

DNA. Men 65 and over 

& Women 60 and over I 

N N Go to 51 

6 

7 

Are you prevented from seeking 

work because you are looking 

after a sick or aged relative? 

INR 221 (3@ qooY 

I I I I 

(As far as you know) are you 1 - 

permanently unable to work? No -~ 2 2 2 - 

(a) Could you tell me why you are 

1“ I I I 

permanently unable to work?.— ............................. ............................. ............................. 

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

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

Go to 8 

Ask 7 . 

Ask (a) 

Go to 8 

Ask 8 

69

To men aged under 65 and women 

aged under 60 who are coded 

5 or 7 at I(b)(cont’d) 

8 H~vc you done any regular paid 

work during the last 12 months, 

that is since .......................? 

(a) 

(b) 

(c) 

- ———— ..-.—. ~,-~ ..,- 

~~’~’ .............. .............. .............. .............. .............. .............. 

I I I 

I 

15 p:t pls pl 

Yes —N 1 1 1 

No -> 2 2 2 -Goto51 

REqWS (%Q) Qmah. I I I I 

For how many weeks did 

you work? - Ask (b) 

I I I I / Q 

What wage/salary did you I 1’ I 

usually receive each time 

you were paid after all 

deductions? -z 

How often were you 

usually paid? 

Enter 

period -code 

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

I I I ~ 

I I I I 

To employees (coded 1 at l(a)) I I I 1 

self employed (coded 2 at l(a)) I I I I 

unemployed (coded 3 or 4 at 1(b)) 1 I I I 

I I I I 

DNA. Codes 5,6, or 7 at l(b) 

9 Do/did you have more than 

one job (for pay or profit)? 

one job only? -- 

more than one job?— 

I I I 

i;;~::(a) 

(a) Details of most renumcrative job 1 

(Interviewer to code occupation) 1 

I 

I 

I 

1 

I 

I 

I 

I 

I 

I o 

Exclu~e mail order agents and baby 

sitters 

Per. No. ........................................................ 

Job title ....................................................... 

I I 

I I 

t I 

I I 

BOCCUP&32): 

I 

I 

I 

I 

I 

I 

I 

I 

i 

Work done .................................................. 

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

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

What does the firm/organisation 

actually make or do? .............................. 

Qooq lt~ 

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

CODE 

—-. 

OCCUPATION 

I I 

; 

I 

I 

I 

I 

r! 

I 

I 

I 

I 

I 

I 

Code 

employment 

status below 

. .. 

-fl - 

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

If director, ring code_ 

I 

1 

‘ INh2’’@~~ 

QooqR2 -1 

I 

I 

I 

1, 

1. J 

Employment 

status 

Employee 

Self 

_ 1 

I 

1 

;- Ask 

I 

(b)& (C)

Question 9(a) (continued) 

5 

Per No. Per No. Per No. 

.............. .............. .......0...... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

I I I I 

Per. No .................... 

I I I I 

I 

Job title ..................................................................... 

I 

Work done ................................................................ I 

I 

I 

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

I 

What does the firm/organisation actually I 

make or do? ............................................................. I 

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

CODE 

OCCUPATION 

I I 

! 

I 

I 

I 

I 

I 

I 

1 

Code 

employment 

status below 

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

If director, ring code z’ 

1 + 

I 

I1 I 

Employment 

Employee —. I 

status Self employed --- 

I 

I 

1 

Per. No .................... 

I 

Job title ..................................................................... ~ 

F 

u 

I 

I 

I 

I 

I 

I 

! .&k(b) 

: -&to(d) 

I 

I 

&(~) 

Work done ................................................................ I 

I 

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

I 

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

What does the firm/organisation actually I 

make or do? ............................................................. 1 

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

I 

If director, ring code x: 

“1 

I 

I 

I 

I 

I 

I 

I 

I 

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

CODE 

~ 

OCCUPATION 

I 

I 

I I 

1 

Code 

employment 

status below 

Employment Employee 

status Self employed 

If employee (including Director) 

—1 

I 

I 

I 

I 

I 

I 

E 

1 

2 

- Ask (b) & (C 

- Go to (d) 

(b) Are/were Manager 

you a ‘1 ‘~’~(~”’l”~’ I,-Ask(C) 

Foreman/supervisor_ 

Other employee? -~ 

@ ()c How many employees work(ed) in 

the establishment? 

lor2 

3-24 

25 - 99p> 

‘ 

I 

I 

+ 

- 

+ 

I 

SIZEIE~ 

1 

2 

3 

(L@5 

1 

2 

3 

I 

QO@lC 

1 

2 

3 

I 

: 

1-See 100 - 999 

1000or more .—z 

4 

5 

4 

5 

4 

5 

(e) on 

page 6 

If self-employed 

(d) Do/did you employ 

other people? 

any 

I 

I 

I 

I 

I 

I I I 

I 1, I 

I I I 

SEH’4~PUY(W5c]~ moq D : 

Yes 1-24 employees- 1 1 1 

25 or more .- 2 2 2 - See (e) on 

6

,. 

Question 9 (continued) 

W9~E 5(% 

6 .,. .>, :}, 

,.. 


(e) ,Ask for details of subsidky job .............. .............. .............. .............. 

(occupation need not be 

adcd here) DNA 1 N N I N - Sec100r44 

Exclude mail order agents and baby sitters ! 

.1 

Per. No .................... 

I 

Job title ..................................................................... ~ 

Work done ................................................................ 

I 

I 

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

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

What does the firm/organisation actually 1 

make or do? ............................................................. 1 

I 

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

I 

I 

I 

I 

1 

I 

If director, ring code 1 1Nh2YY 

1 

I (4c@ 

Employment 

status 

Per. No .................... 

Employee 

Self employed -~ 

,= 

1 

I 

1 

2 

Qooq E I I 

I 

I 

; SUBWUSTR ;(w) 

Job title ..................................................................... I I QOOqE2 I 

Work done ................................................................ ~ 

I 

I 

I 

I 

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

I 

I 

I 

I 

I 

I 

...................................................................................... I 1 

I 

What does the firm/organisation actually ~ 

make or do? ............................................................. , 

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

I 

I 

I 

I 

I 

I 

I 

I 

I 

Employment 

If director, 

Employee 

ring code z: 

I 

~ 

w 

status 

Self employed z. ~ 

I 

L 

I 

Per. No .................... 

I I 

e. 1. I 

Job title .............. ...................................................... I 

i 

I 

Work done ................................................................ I 

I 

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

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

What does the firm/organisation actually 1 

make or do? ............................................................. I I 

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

If director, ring code -i 

Enmloyment 

Employee —1 

Sir& Self employed -. I 

I 

I 

1 

1 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

..... 

I 

I 

.... I 

,.. - 1 

.,. 

I 

I 

I 

I 

I 

I 

1“ 

I 

I 

. . . .-.----” 

I 

I 

I 

I 

I 

: code 

employnx 

1 

I 

I 

I 

I 

I 

I 

status IA 

I 

1\ 

I 

11-* 10 

I 

or 44 

I 

1- 

1 

— 

; code 

, -employment 

I 

I 

I 

I 

I 

I 

I 

I 

status belo 

I 

I 

.Scclo 

1 

I or 44 

I 

I 

I 

I 

1 

I 

‘.y’~ 

-1 

a 

1 Code 

1 -employmen 

‘ status belo 

I 

I 

I 

l“” 

I 

.* .. 

B1 “ I 

1 

1 

-Seclo 

2 or @

,. t) 

To all employees (coded 1 at l(a)) or 

all unemployed (coded 3 or 4 at l(b)) 

whose last job was as employee 

Most remunerative job as 

employee (see-9(a)) 

10 

12 

13 

14 

15 

BTTfT’ .............. .............. .............. .............. .............. .............. 

Ic m lb? m Id RI 

J. P & F & P 

DNA. Coded 2,5-7 at 1 N N N - see 44 

On what date were you last paid 

a wage or salary? 

I I I 

I PAYDRT (W8) 

Qolo 1 

Day ............................. ............................. ............................ If more than a 

If currently working 

year ago, no 

and not yet paid (i.e. - further details 

new job) give details Month ............................. ............................!............................ required. Go to 

of anticipated pay next job or 51 

Anticipated pay 

Year.19 .............. .............. .............. .............. .............. .............. 

~y~Y $I08 

11 

given, ring code 

What was your wage/salary, 

including overtime, bonus, 

* 

I 

I 

1 

I 

I 

I 

1 

I 

I 

I 

1 

: . PnYhN1l- (40~) 

commission or tips, after all 

deductions, 

were paid? 

the last time you 

e - Ask 12 

How long did 

this cover? 

Did this include a 

refund 

tax? 

of income 

TM- (+0 

Enter 

period 

code 

_ 

I I I 

specify period — 

............................. .........................’................................ - 

I I I 

; Ask 13 

Yes -. - Ask (a) 

2 

I 

2 I 

I I 

2 - Go to 14 

(a) How much was it? -~ - Ask 14 

TFIX (4@ @O% I< 

How much was deducted for 

income tax under PAYE?.— ..................*......... ................... ......... .................. ....... 

No tax deducted— 1 1 1 

WA% (W2A) qol+ 2~ a 

(a) Do you usually Yes .—2 1 1 1 

pay tax? 

No .—A 2 2 2 

TfiMJSURL@3~ @OJ+/1 / 

I I 

I..............0..... . . . . . . . . . 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . I. 

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

[ 

xt?EFWl ~4@ 

QO134 

If no tax 

deducted code ‘1’ 

below, then ask (a); 

others go to 15 

Specify below why 

{ tax not paid 

- Ask 15 

NINO(4iJ W5J ............................ ............................ ............................ 

— 

How much was deducted as If no N.I. 

National Insurance deducted code 

contribution? 

‘1’ below, then 

................... ......... ................... ........ - 

No N.I. deductions c. 

ask (ax others 

1 . 

I 

1 1 1 

(a) Do you usually 

Insurance - 

contributions? 

pay National 

- yes 

\ 

e 

1 

1 1 1 

I 

1 

- QO15 

-Ask 16 

. 

‘2 

7

.“. ,-. 

i 

Most remunerative job (continued) 

/ 

16 Were there any deductions from 

your wage/salary for charities? 

‘\ 

_>, 

(8) 

DEbCH (438) @ 016 

Yes ,—W 

1 

No —> Z 

-.–— - 

FTfTrT3 . 

I I I I 

I I I 

I I I 

I 

I 

Is p If p Is pl 

1 1 -- (a)&(b) 

2 2 2 -Go to 17 

‘1 I I I 

I I I I ● 

I I I I 

I I I I 

Were there any deductions I I I I 

made under the tax-free I I 

payroll deduction scheme? 1 IXDc~Ti= 

Yes.-. 1 1 1 - Ask (i) 

No .-. 2 2 2 

DK .- 3 3 3 1-Go I I I I 

I I I I 

I I I I 

I 

to (b) 

(i) How much was deducted? .—w ................... ......... ..... pcHTFsbK 

DK .—> 1 1 1 Q~16fl 

b’ (b) Wdrc~ there any 

deductions made 

for other charity 

schemes? 

(i) How much was deducted? _ 

DK —> 

I I I I 

I 

I bEbCHdS (W8D) ~ @O16~ t 

Yes-* 1 1 1 -Ask 

No -- 2 2 2 

DK -/ 1-Go (i) 

3 3 3 

I 1. I I 

I I I I 

I 

I 

I 

,.- -- -, 

I I 

I DCHC%S;ht (438 

I 

A 

;! 

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

1“ ‘1 1 ‘“”- Ask 

.. 

,. 

17 

~c~OcsbK (438F) Qo~682 ‘-;’,; ‘ 

I

Most rcmunmtive job (continued) 

9 

17 Were there any other deductions from 


your wages/salary such as superannuation, 

union fees, Friendly 

clubs or specialised 

Societies, 

pastimes? 

sports .............. .............. .............. .............. .............. .............. 

IQ pl~ pl&- 

P j Record details 

DEDUC= (4J4C):’ ~ 

(30)’?\ * 

1 

2 

1 

2 

1 

2 

-below 

-Go to (a) 

Superannuation 

Union fees 

Friendly societies 

Sports clubs and 

specialised pastimes 

Ring 

code and 

enter 

amount 

Ring 

code and 

enter 

amount 

Ring 

code and 

enter 

amount 

Ring 

code and 

enter 

amount 

bEbOW(416$ MY 9 ‘ 

Other deductions Ring code 

I I I 

● . . ‘ brmsup — 6J5 

1 QO17 J 

I 

1, 

Mf@5 

-[~~:gs~ 

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

. . 

I I I I 

-[yj_TTTp 

. 

I I I 

Per No Purpose of deduction I I I I 

bEbONEWl (46$ Qo~7 10 > 

...... ....... ......................................................................... - 

I 

I 

I 

I 

I 

I 

bEbON~ (446C) &OIV II 

OFF. USE 

OFF. USE 

I 

DEDO~EQu @J6 b) Qo~y 12 

I II I I I 

DE~o fiq (k+ QW la 7 

......................................................................... - 

I 

............................. ............................. ...................●........ 4 

I I 

b~TWOTy (w6F> mIY 14-s ● OFF. USE 

I I bED~OQU (4J@ Qoly 15 : 

I I I I I 

MbTHRWI (+&Hi WY 16\ , > 

- 

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

NEDWIQTY(W6 I) QOIY IY - * OFF. USE 

DEDTW@J (W 3) QOIY la 

+ OFF. USE 

If -y slip consulted:- 1 I I ‘ See (a) 

(a) What was the gross wage/salary 

including superannuation 

shown on payslip? 

as 

a -=’8 75 

If pay slip not consulte& see 18 / 

A

MOUt =-mtiVC job = CmplOYCC (continued) 

I 

kil%+i 

fRqE B~o 

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

I I I I 

I 

To alI currently employed or thoac who have 

been unemployed for 3 months or less (see Q4(a)) ~ 

1“ 

I 

I 

I 

I 

I 

I 

I 

I 

DNA. If unemployed for 

I t I I 

more than 3 months .—~ N 

I 

N 

I 

N -Go to” 

18 

Was any mileage allowance or 

fixed allowance for motoring 

included in the net pay of 

E...........(see 11) that you 

received on ......... (see 10)? 

::=~:~:l” 

I I I I 

If pls pl~ pl 

MWEAU (W) 

(a) How much was included? 

@o188- 

—- 

7 

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

-Ask19 

I I I I 

I I I I 

19 (In addition to mileage/fixed I I I I 

allowance) were there any 

refunds for motoring expense 

included in the net pay of 

f ............ (see 11) that you 

received on ............ (see 10)? 

(a) How much was included? 

—--”’” 

::=~=$~o 

.. .. ,. ,- 

‘OTHPWTRE (w@ QOl~6 

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

. . . .U’ ‘ “ 

.. -., 

.’a.!, 

, .,,, . .. . ., ..-> 

‘. . 

.,; - :, ., 

,,- .. 

76

11 

Most remunerative pb as employee 

(continued) Per No. Per No. Per No. 

PFNE B 11 

Refer informant to Prompt Card J 

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

20 Were there any refunds of household 

expenditure shown on Card J by your 

current (last) employer included 

in the net pay of L........... 

(see 11) you received Yes _- 

on ................... (see 10)? 

No .—> 

, 

1 

I 

I 

IQ 

2 2 2 

Specify below 

and ,entcr 

-[ amounts 

-Goto21 

* 

Im- m. I m---~. - .-.~ly ~h~ -u ~vc~ by hnd 

r-r IT9 L8ucnw KU 

I I 

‘ 

I I I 

. 

BUSERM 

. 

(WB) ~oW I 

. - 

> 

. .! . 

BUsERIN2 (+qC) GI020Q 

...... ........................................................................... - 

\ 

..................*......... ..................%......... ................... ........ - Ask 21 

21 (In addition to the refunds you have 

already mentioned) did you receive 

any (other) refunds for business 

expenditure from your 

current (last) employer Yes .—~ 

included in the net pay of No -—> 

f.. ............(see 11) you received 

~ 

1 , 

I 

— 

I 

1. # 

O-V-IEwlffc 

1 

2 

(43’M) 

1 

2 

I 

1. # 

~ Q02 I 

1 

2 

I 

1 

m 

; [Specify below 

aluu .-A -- -u t.. LWA 

-1 amounts 

- Ask 22 

on ............... (see 10)? I I I I 

I I f I I I I 

Per No Describe fully what WM covered by refund I I I I 

oni8wE I (443n) Q021 ] ~ “ - 

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

0TN6USE 2 @3B) Q021 ZH ‘ - 

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

I I I I 

To all employees (coded 1 at l(a)) 

& all unemployed (coded 3 or 4 at 1(b)) 

22 How many hours a week do/did 

you usually work, excluding 

meal breaks and overtire? 

--- 

9 

‘A On average, how many hours 

(if any) paid overtime do/did you 

usually work in a week? — 

I I 

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

I I 

I I I I 

1 INft 244 

I I I I 

To all employees (coded 1 at l(a)) who 

usually work less than 24hrs Der week 

I 

I 

I 

I 

I 

I 

I 

I 

(see Q22) 

24 Are you seeking a job with 

more hours? 

I I I I 

DNA. Others .N N N - 

I 1 I I 

I I ,

Mod remunerative pb aa employee (cent’d) 

12 

.—. —— — 


PnqE N2 

25 Was your last wage or salary 

a~fected by Statutory Sick Pay .............. .............. .............. .............. .............. .............. 

or Statutory Maternity Pay? I I I 

Is pls pls 

p ; Pfiy::’! 

Both d I 1 1 

Statutory Sick Pay only -e 2 2 2 

Statutory Maternity Pay Only 

3 3 3 

No to both .—= 

Refer informant to Prompt Card K 

(a) Was your last wage or salary 

affected by any of the items 

shown on Card K? 

(i) 

(xxle 

au 

that 

●pply 

Holiday pay or other pay in advance _ 

Back pay 

Diffent pay rate for unsociable 

hours/different shifts d 

An occasional bonus 

Irregularly - paid overtime -— 

Deductions from usual pay for 

N.I. benefit received & 

Tax Refund 

Business refunds d 

Tax adjustment for previous 

unemployment benefit or 

supplementary benefit received,- 

Other. Specify * 

26 Your last wage/salary after all 

deductions was S............... (see 11). 

Is this the amount you 

usually receive (when 

/ 

‘i, [ 

::=’ ~ ‘“iawc 

‘ ‘i’” ‘::oa::e 

■ ■ 

I 

I I I I 

S1 

1 1 

2 2 2 

3 3 3 

4 4 4 

5 5 5 

6 6 6 

7 7 7 

8 8 8 

9 9 9 

10 10 10 

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

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

I I 

Ask (a) 

-Ask26 

Spccifybclow 

-1 

and ask 26 

h n ■ i 

at work)? Yes -e 1 1 1 - Goto27 

IW254 (W@ Qo26 - Ask (a)-(c) 

(a) What do you usually receive each 

time you are paid after all 

deductions? — 

I I I USNErPRY 

/ Q0264 

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

-M(b) 

(b) What do you usually receive each 

time you are paid bforc all 

deductions? 

I I I 

‘ us6R@fi~ 

H G!026B 

- Ask (c) 

................... ......... ..................*........ ................... ........ 

1 I I I 

(c) How often are you 

usually paid? 

Enter 

period 

code 

_ 

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

.: 

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

If code 9, 

Q026C

Most rcmu.nemtivc job as employee (ant’d) 14 

. -. . —. 

27 I? the last 12 months have you ‘~ 

received any profit-related 

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

I I 

pay or profit sharing bonuses? Is p :E p :s pl 

PSBOWS&2?) QOZV 

(a) How much in total did 

you receive? 

f% MW~F (+23 c) Q02’7B 

(b) Was any of it paid 

you tax-free? 

(i) How much was 

tax-f ree? — 

Yes ,—- 

1 1 1 - Ask (a) 

2 2 2 -Goto28 

I I 

I 

/ ‘s:.:;; ( 

: :4 1-Ask DK _ 

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

@ 

Most remunerative job as employee (cent’d) 

To all receiving a bonus (coded 1 at 27 

and/or 1 at 28) whose last pay was 

not usual (coded 2 at 26) 

29 

15 


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

I I I 

I I I 

I I I 

E pls pls pl 

DNA. Others _ I N I N I N 1- see 30 

1 , 4 

Did the usual net pay of L ............... I I I I 

(see 26(a)) include any of this 

bonus or commission? 

~ONINUSP (433) 

Q02W \ 

~~=m:$:o 

I I I I 

(a) How much was included? .— .................. ......... ................... ......... ................... ........ 

I I I I 

To all whose last pay was not usual I I I I 

(coded 2 at 26) I i I I 

I I I I 

30 Was any allowance for motoring 

included in your usual net pay 

of f..........,.....,. (see 26 (a))? yes 

(a) How much was 

included? 

DNA. Others z. N N N- 

=~: 

I I I I 

LMRLLINNP (441) Q03C)~ 

Ask 30 

See 31 

Ask (a) 

see 31 

see 31 

8

Most remunerative job as employee (cent’d) 

16 

To ~ currently employed or those who have 

been unemployed for 3 months or less (see Q.4(a)) 

BTTTn .............. .............. .............. .............. .............. .............. 

, I I I 

31 

32 

33 

. 

DNA. If unemployed for 1 s 

more than 3 months -~ 

I I I I 

Has Inland Revenue allowed you, or I I I I 

will you be claiming, tax relief for 

expenses incurred as a result of your 

employment, such as overalls, 

clothing, tools, subscriptions to 

professional societies? 

I TAX R UFC-4) ‘ Q0314 ‘ 

(a) What is the amount on which 

tax relief was/will be allowed? .- - Ask 32 

Do/did you receive any luncheon 

vouchers from your current (last) 

employer? 

(a) Have you used any luncheon 

vouchers in the last 7 days? 

(i) 

I I I 1 

I 

Lv N 0s 1(444) I Q0329 I 1 

How many have you used 

in the last-7 days? - .............-. ............... .............. .............. ............................ - Ask (ii) 

(ii) What was the value of 

each voucher used? 

Have you received any free meals 

from your employer in the last 

7 days? Yes —w 

:i- 

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

Ask 33 

I I 1 I 

I I I I 

I FREEME~L 1 (w a ) 1 Q033 I 

/ 

1 1 1 - Ask (a) 

No ~ 

/ 

2 2 2 -Goto34 

i EMPFREEFl (4+6) I G/039q 1 

(a) How many free meals have you 

received in the last 7 days? * - Ask 34 

............................. ............................. .............-............. 

. 

::? 

81

@ 

kbst remunerative ~b as employee (cent’d) 

34 Has your employer supplied you with 

any free food e.g. milk, potatoes, in 

the last 7 days? 

Yes .—* 

, &YTEIE.pmF&, 

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

I , 

; f p; E p; Q p; 

1 1 1 & 2 2 2 -Sa 35 

■ ■ ! 

I 

I I I 

(a) What was the free food supplied , 

. 

1 1 I I 

in the last 7 days, and how much 

was supplied? 

I EMPFMLKf@488) I*3H I I 

Milk (pints) ,__ 

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

Eggs (dozens) -~ 

~~pf=~s( 

.................................................................................... - Q03~ z 

EMPF ~L (+30$!0034/! 3 ~ ‘ 

specify below 

Potatoes (lbs) __ 

L 

......... ......... ......... ......... ......... ........!......... ......... ........ ~and see 35 

1 

thcr. Specify _- 

1 1 1 

EMPFOTH (+S13 Q03tM 4 ~ - 

Food 

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

Quantity_— ............................. ............................. ............................ - 

i 

\ 

I I I see 35 

EMPFOV#l I (452$ Q03~5. + OFF. 

USE 

EN?FOV82 (+52$ ~~ & * OFF. 

USE 

StIbsidiary employee section I I I I 

I I I I 

Ask all those with subsidiary employment I I I I 

as employee (see 9’(e)) I I I I 

DNA - no subsidiary emploment as employee N N N - SCC44 

On what date were you last paid 

a wage or salary? 

StJBMT (453) 

Q035 

I I I I 

~I . If 

more 

year ago, 

sec44 

I I I I .suBslb?Y 

Day ............. ............. ............................ ............................ than a 

no further 

Month ............ .............. ............................. ............................ details 

required. . 

Year 19 .............. .............. .............+............ .............. ............. 

What was your wage/salary, 

overtime, bonus, commission 

including 

or tips after all ‘“ 

Q03G 

deductions the last time you were paid?.— .............. .............. .............. .............. .............. ............. 

- Ask 37 

I I I I 


PERC454 (455) 

Enter 

period _- 

code 

Q03V 

If code9, 

s-if y peria.1 

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

42

——. .— 

Subsidiary employment as employee (cent’d) 

39 

40 

\ 

18 

. 

i.. 

BYrm 

. ,. 

I I I I 

38 How much was deducted for income 

tax under P.A.Y.E? * ................... ......... ................... ......... ................... ........ 

suEJ~XNL (4+ ‘$O&x 

deducted 

2. 

_ 

Ad 

1 1 1 

~} 

~1 I I I 

‘ SUBNlfiM (4 lG?03ql’ 

81$ 

Ask 39 

How much was deducted as National 

Insurance contribution? Ask 40 

No N.I. deducted_ 1 1 1 

SUBNINL ~q5YB) QOm 2 

I I I 

Were there anv deductions from your 1 

wage/salary for charities? 

(a) 

Were there any deductions 

under the tax-free payroll 

scheme? 

(’b) 

~~=-:k$,l 

1 I I I 

I I I I 

I I I I 

made I I I I 

deduction 1 I I I 

‘ SUBCHTFS 

Yes._= 1 1 1 - Ask 

No -> 

DK .-. 

2 

3 

2 

3 

2 

3 

Go 1- 

P ■ m m 

I I I 

I SCHTFSRM i @5q I Qol+O/9 I I 

(i) How much was deducted? 

.................. ........ - 

SCHTI%DK (4Sq C) QOLIO A2 

— 

I 

1 1 

I 

Were there any 

made for other 

deductions 

charity 

1 

1 suBcHo&45’@ 

I 

I G/o/I.OB 

I 

I 

schemes? Yes-— 1 1 1 - Ask (i) 

No —. 2 2 2 

DK -> 1 -Goto41 

3 3 3 

~ 

I I 1 .,, 

I 

I I I 

(i) How much was deducted? —~ ................... ......... 

DK -/ Ask-41 

(i) 

to (b)

subsidiary employment as employee 

(cemt’d) [ Per No. I Per No. I Per No. 1 

\ 

Were any ether deductions made 

from your wages/salary such as 

superannuation, union fees, 

Friendly Societies, sports clubs 

or specialised pastimes? 

Yes .—w 

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

I I 

I 

, suBb_ 

, 

1 1 a /Qo4) . . 

IQ p Is p Is p;- /- 

Record details 

1 1 1 - 

fk3) 

Superannuation 

Union fees 

Friendly Societies 

Sports clubs and 

special pastimes 

No 

19 

~ L 

low 

2 2 2 -Goto42 

\ 

=!:d-[m=m . 

Z:+*’ f:w, 

. 

g:j -p&: 

. .. .. 

g:d-[~Z:;:30 

. 

SUBS~ (6$ QW1 q I I 

I 

I 

I 

I 

I 

specify below 

Other 

Per No 

I I 

deductions 

Purpose 

Ring code 

—, 

of deduction ~ 

5 

I 

, 

5 

I 

, 

5- 

1, 

and enter 

amounts 

42 

wBoNEW (Sh) @41@ 7 

. . . .- . . . . . . 

su~N=’f(458B) Gio4J II . ● om. USE 

SU~ONIEQU

To all SCMemployed (coded 2 at l(a)) 

or unemployed (coded 3 or 4 at l(b)) 

whodc Iast job in the last 12 months 

was as Sclfunploycd 

Exclude mail order agent or 

babysitter (see 74) 

BTTTT5 .............. .............. .............. .............. .............. .............. 

I I I I 

I I I I 

Is pl& pls pl 

DNA not self employed _ N I N N -Go to 51 

I 

44 How much net profit (or loss) did you , 

receive from your business or profession , 

in the last 12 months for which you have , 

information, that is after deducting all , 

expenses and wages but before 

deducting income tax,N.L contributions ~ 

1 

or money drawn for your own use? 

; SEPROF17 ; (~ 

Income covering lUS 

than a year is acceptable 

if business is newly 

established 

I 

I 

I 

I 

Profit .—~ 

*--to47 

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

‘ SFNILPRO ‘ Qow 21 

Nil Profit 1 

I 

1 

I 

1 

I 

I 

I 

I 

I 

I 

I 

I 

I 

1 

1 I I I 

I 

\ 

I 

I 

I 

I 

1 

I 

SE40S51 (4>0 P) ‘ QW4 3 1 

Loss .-4 ............................. ............................+............................ 

DK 

I 

I 

I 

I 

1 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

1 

.. 

.., 

. 

Ask 45 

. 8

To SCMemployed answering Nil 

Rofi~ LOSSor DK at 44 

45 Do you draw sums of money 

or cheques regularly from 

the business for your 

own use? Yes .—e 

I 

Is 

1 

p:s 

1 

p:f 

1 

p: 

No -> 

(a) How much on average do 

you take out each 

week/month? .—. 

$&ERsLWbU (w5A) 4045 fi2 DK —e 

(b) How often do you take~nter 

out that amount? 

period 

code 

PERc465 (w) Q045B 

2 2 2 -Goto46 

. 

I I I 

1 SE= SUM (4 

~ Qo4!5n 

& ‘ 

................... ......... ................... ......... ................... ......... - Ask (b) 

~ — ~ 

1 1 1 - Goto46 

/ - 

If code 9, 

_ 

......................... ............................ ........................... aPccif~ 

1 

(c) In addition to the amount you 

have just told me about, do you 

draw sums of money or cheques 

from your business for the 

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

I I I I 

I I I I 

I 1 I I 

I SED ON 1 (G6R) ‘ Q O+5C ‘ 

Ask (C) 

payment 

bills? 

of any domestic Yes ._E 

No .-, 

1 

2 

1 

2 

1 

2 

- Ask (i) 

- Go to (d) 

f 

. e 

(d) 

(i) How much on average do 

I 

SE DOMBik 1 (WY) ‘ Giowc f ‘ 

you take out each week/ 

month? -. 

sEDBlO~ (467R]Q()* CZ K* 

... .. . ... ...... .... .. ... - Ask (ii) 

~ “~ “~ “ 

1 1 1 -Goto46 

(ii) How often do you 

out that amoun-t? 

take 

Enter 

m ■ 

If code 9, 

code 

PENX+6Y(&+$ QOJ#SC3 - 

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

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

After deducting the amount you 1 I I 

withdrew and other expenses, how I I I 

much profit (or loss) before tax did 1 

your aharc of the business yield in 

the most recent 12 month for which 

you have figures? 

Profit _- 

= .................. ......... .................. ......... .................. ........ 

I I 1 

J 

1 

w=ifY 

~riod 

Ask (d) 

Nil Profit —~ 

1 

I 

1 

I 

1 -Goto48 

SERESNpll (W$ QO#5b 2 , 

. 

I I II I 

I 

Loss .—> 

m 

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

I I I 

SERE!5DK (468$ 

DK 1 1 1 

Glo@ + 

- Ask 46 

. 

86

I ...—-— --- - ——~— --- 

To self employed answering No at 45 or DK 

at 4~L (c) or(d) 

SETURNOV (4Y~ Q0+6 ! 

46 What was the total turnover of the business 

during the most recent 12 month period 

for which you have figures? 

SHURNDK (+yl~) Q@#& 2 

22 

IVNE 522 

DrrTr 

I I 1 . I 

I I I I 

1. I I 

— 

1 . 

I I I I 

I I I I 

To all giving profit at 44 or answering 46 I I I I 

47 Are you the sole owner of your business or 

are you in partnership with someone else? 

I 

I 

1 

I 

I 

I 

I 

I 

1 

I 

I 

I 

(a) 

Sole ownership 

Have your partner’s shares been 

included in the net profit, loss 

or turnover you gave me? 

In partnership .—~ 

“-:-’048 

(i) How much was included? —E- .................. ........ 

\ 

I I I I 

I I ,1 I 

I I I I 

Ask 47 

Go to 48 6 

Ask (a) 

Ask (i) 

Go to 48 

Ask 48 

. 8

,. 

To all self employed 

23 

PfW B= 

E!EETYn . 

I 1 I I 

I I I I 

I I I I 

I I I I 

48 What are the dates of most recent I la= I I 

12 months for 

is available? 

which information 1 SESl19D~ I ~+~a 

‘.0 Beginning 

Include Eiods of less 

than 12 months if busincm 

is newly established 

Ending - 

Month ............................ ............................ ........................... 

I 

Year 19 

Month 

Year 19 

DK— 1 

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

I I I I 

I I I I 

I 1 I I 

; SEENDb~ ; (4?3~ IQO*2 I 

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

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

I 1, I I 

I I I 

‘ sEMTbR : (W3 IQ0483 I 

49 Apart from meal 

./ 

\ o 

work 

RUnning 

1 l>, I I 

prompt I SEHOURS’ 

I 

1 

I I I I 

I I I I 

I I I I 

I I I I 

I I I I 

I 1“ 1“ I 

I I I I 

I I I I 

breaks do you usually 1 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

less than 24 hours a week / 1 1 1 

24 hours but less than 31 hours a week~ 2 2 2 

31 hours or more? - 3 3 3 

If more than one sclf+mploycd 

job, f@W OVCti total hours 

I 

1 

1 

Ask 49 

Ask 50 

88

To all self employed except those who 

have been unemployed for more than 

3 mpnths (see Q4(a)) 

50 

24 

EmTrn 

I I I . I 

i I I I 

1 I I I 

DNA if unemployed for more than 3 months N N I N -Goto51 

I I I I 

Refer informant to prompt card L I I I I 

I I I I 

Are there any items on card L which you I I I I 

have claimed or will be claiming as a 

business expense for tax purposes? 

,tz;m~:::: 

(a) What percentage have you claimed 

or will you be claiming? 

Where 44 has 

oeen answcrea, 

the percentages 

claimed in that 

year are preferable 

to future claims. 

. . x,. ,. –,. 

Actual amounts 

of expenses 

refunded can be 

given if percentages 

cannot. Record these 

below percentage 

boxes. 

Relating to this 

accommodation 

only 

v enlcle 

Rent (18) 

Ring 

code and 

enter % 

Mortgage 

payments ‘ing 

(32 or 35) ~~~ra~d 

Rates(24) 

Ring 

code and I 

enter % 1 

I I I 

I I I 

I I 1 

1 I I 

1 I I 

~iz~ 

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

I I I 

1SEBW5EX 2 ‘ (4V88) IQ*93 : 

2 2 2 

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

I I I I 

1SEBUSIE%3 ‘ @Y8c> I QOSO 25 ‘ 

3 3 3 

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

1 I I I 

1SE8USEX+ ‘ (478th 1 Qmo Y I 

4 4 4 

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

I I I I 

* 

, next pag 

, re subsid 

, ary emp 

.SE8EPCf 

QCW 

sEBEPc 

Q050 

SEBEPU 

— Qoso 

Water/ 

sewerage 

rate (28) 

Ring 

code and 

1sEBm5 

5 

1 

5 5 

SEBEW 

enter % 

[ ..........................!. ............................ ............................ Q05 

. 

8

Q.50(a) (cent’d) 

Relating to this 

accommodation 

only — 

Insurance on 

structure Ring 

(41-71) code and 

enter % [ 

Gas (61 - 70) 

Ring 

code and 

enter % 

Electricity 

(51 - 60) 

Telephone 

(42) 

Ring 

code and 

enter % 

Ring 

code and 

enter % 

Anything else 

Specify Ring 

code and 

enter % 

25 

WME B25 

rrrrrn. 

I I I I 

I I I I 

I I I I 

I I I I 

I I I I 

‘ SEWSEX 6 ‘ (4Y8 F 

6 6 6 \ 

SEWCI$W 

* 

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

1 I I I 

1 SEBUSEX Y ‘ (4YW IQ050 13 1 

7 7 7 

............................ ............................%. ........................... 

SE8HW? (+Y 

4 - Q050 14 

F9F!a”::~(~H) 

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

I I I I 

‘ sEeusExq ‘ (+78 I ) ‘ @050 rl ‘ 

9 9 9 

SE0EPCfi9 @ 

K QOSO 18 

. . . 

I I I I 

IsKBLJSE10 1 (W8 S 

10 10 10 

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

- instructions 

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

............................. ............................. ............................ x 

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

If has subsidiary job as employee (see 9(e) on page 6), 

go back to Q35 on page 17. 

If has subsidiary job as self-employed (see 9(e) on page 6), 

ask Q%. 44-50 and record answers in left hand margin. 

. 

90

● 

To all 

Refer Informant to Prompt Card M 

51 Are you at present receiving any of the 

state benefits shown on Card M? 

PFNE B Z 

~l,mc... 

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

~t=ii::~c) 

Exclude Income Support/Supplementary ‘ 

I I I 

benefit from (a) - (c) 

I I I I 

Exclude Christmas Bonus from (a) - (c) : 

(a) Child benefit 

Include one parent 

benefit 

(i) What was the amount 

you last receivedv .~ 

of benefit 


I I I 

1-= I I 

(4 

::=~:~::(ii) o 

Enter 

period _ 

P u 1 1 

I I I 

- Ask (ii) 

............................ . ..................+........ 

I I I I 

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

m~cw5 (M+ Qosl:$ 1 ............................. ............................. ............................. 

N.I retirement pension 

Wbf3ml (*) 

Qosla ) 

If code 9, 


Old person’s pension ::=m-A@).(ii) a 

No to both _ 3 3 3 - Go to (c) 

Include additional pension 

I I I 

(i) What was the amount of benefit 

you last received? -— 


Enter 

period 

code 

INTERVIEW R CHECK 

Is informant consulting a payment 

-. 

t I I 

Q051E$ 2 

Q.51 (continued) 

Prompt Grd M (cent’d) 

RUnning 

Prompt 

/ . 

@ 

m’ .............. .............. .............. .............. .............. ............. 

PhW B27 

(iv) What amounts are shown on :Splsplsp I , 

documents for NIPNaPFWq (489 

Additional pension (coded J)_ 

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

d 

@ ‘ QOSIB 5 

Guaranteed minimum NIPN~Ph~ (@@ 

4 

pension (coded K) 

............................. ............................. ............................ GOS18 6 

Additional 

increments 

pension 

(coded M) -Z 

* 

/ NI:&8P;N$~ 

< 

............................ ............................(............................ 

1P:;;: $w~ 

Uprating of guaranteed minimum 

pension increments (coded N)? _ 

< 

+ 

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

- Ask (c) 

I I I I 

N.I. Widow’s benefits 

Tncludc Earnin~ 

Related Supplement 

~~=~::::”). 

I I I 

‘ NWWP?T @lOj 


/@Oslc I 

you last received? .— 

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

- Ask (ii) 

(i.i)How long did this cover? I I I I 

pERC+qO @~ QOSIC 

If code 9, 


INTERVIEWER CHECK a 

Is informant consulting a payment Scc (iii) 

book or other document? 

hJIWDP’fEM (4ql$ QOSIC 3 

No -- 2 2 2 

-Ask(iii) 

-Goto52 

RUnn.ing 

Prompt 

& (iv) 

(iii) What documents 

being consulted? 

are 1 1 

IJIwDTYBK 1 (4ql B) 

1 

1Q051 ~ 

I 

I 

Buff book only-m 

Yellow book only,__ 

Yellow and buff book _ 

1 

2 

3 

1 

2 

3 

1 

2 

3 

-Goto52 

-Ask (iv) 1 

Other Specify .- 

4 4 4 

I 

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

t 

t 

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

- Specify Mow 

and ask (iv) 

I 

(iv) What amounts are shown on 

I I I 

documents for 

NTWDRPRM (WU 

Additional pension (coded J) — 4 

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

Q051C 5 

Guaranteed minimum 

NIWDrlP~M (+ql 

pension (coded K) - ...................................................................................... ~ Q051C 6 

Additional pension NXWbaPIM (+$1 

increments (coded M) c- 

* Qoslc y 

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

;? +q 

Uprating of guaranteed minimum 

$ 

pension increments (coded N)? _ ............................. ............................. ............................ 

- Ask 52

To all 28 

Refer Informant to Prompt tid N 

PME BX 

52 Are you at present receiving any of the 

$ state benefits 

/ 

shown on Card N? 

m,@~@ 

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

I s pl s pl E 

\ 

Yes ,_. 

No to all _ 

Exclude Income Snpport/Snpplemcntary , 

benefit from (a) - (d) 

~ Exclude Christmas Bonus from (a) - (d) I 

(a) War disability pension 

and related 

allowance 

State 


you last received? ___ 

(ii) How long did 


period .—~ 

code 

MOBIU~ (qq3R) ~osz~ 

(b) Mobility allowance 

MOBU7MT @$ Q052B I 

Yes _c 

No —> 


you last received? 

b (ii) How long did 


period —__ 

* 

code 

SEVbJSIi4 (4~5$ Q052C 

(c) Severe disablement 

allowance 

SEVbt@lT (+q5B~ Q052C t 

No z, 

1 1 1 

2 2 2 -Goto53 

PERckf12 (4-q3) QOS211 z If ~c 99 


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

- Ask (i) & (ii) 

2 2 2 - Go to (c) 

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

If code 9, 

g (~~ 

- Ask (i) & (ii) 

2 2 2 - Go to (d) 


(ii) 

you last received?.— 

How long did 

:B&@ 


period _ ............................. ............................ ............................ 

If code 9, 

-~Nc (4~8~~ QOS~cOde 

(d) Attendance allowance 

- Ask (i) & (ii) 

No _ 2 2 2 -Goto53 

r m 9 ! 

fmENbfwI (+wiiGio52b \ 

(i) What was the amount of bd \ 

you last received? -~ 

.................. - ........ ~ .................. -,- ... .... .................. + ........ - Ask (ii) 

(ii) How “ long did 


period _ 

code 

p=c44q (*) Qo5m 2 

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

If COdC9, 

SpCCify ~~iod 

\ 

.............................!............................. .............................

To all 

29 

PFNE B2q 


Refer informant to Prompt Card O 

53 In the last t2 months. that is 

since ................... have you received 

any of the state benefits shown 

I 

* ...................................................................................I 

11111 

! 

I 

p:~ p:s P;chde 

on Card O? 

13EUcnRb@ (500$ Q05 

No to all _ 

1 1 

m 

1 [ 

,, (a) Statutory Sick Pay 

B from your employer? 

.(i) 

(ii) 

For how many weeks did 

you receive Statutory 

Sick Pay? 

Are you receiving Statutory 

Sick Pay at present? 

(b) N.I. sickness benefit 

~~=111-.k.) 

2; 2; 2; ‘= 

:=-.,(.) 

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

~~=ii::::~ 

I I I I 

–DYmi-- . 

(i) For how many weeks 

did you receive this 

benefit? 

I I I 

I 

/. 

4) (ii) What was the amount of 

-. 

benefit you last received? -~ (iii) 

(iii) 

(iv) 

How long did this 

cover? 

Are you receiving 

benefit at present? “ 

1 1 1 I 

Enter 

period —~ 

code - 

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

‘={ 

,“ 

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

:,-ml-.,(.)

53 (mnt’d) 

Prompt Card O (coat’d) 

f CON PEN @X> QO 53C 

?fiq~ 830 

(c) Contributory invalidity pension 

(Include invalidity allowance 

and 8dditiOld ~OM) 

~c~ 

- Ask (i~iv) 

P 

. No .- 2 

2 

Goto54 

& 

., 

I 

I 

INR258 (5$ @053c ] 1 I I I 

(i) For how many weeks did 

you receive this benefit? .— ............................. ............................- ............V............. 

CONBREC (s!) @5~ 2 

(ii) What was the amount of 

benefit you last received? 

I I I I 

> 

..................*........ ................... ........s................... ........ 

I I I I 

* (ii) 

Ask (iii) 

(iii) How long did this Enter 

cover? Pmc511 ~5U> Qo53c 3 “~g’ 

period / ............................. ............................. ............................. period 

*~~ ~~y (5,3) ~53;d; , ;............................l.............................(............................L,- 

(iv) Are you receiving 

benefit at present? 1-Ask 54 

I I I I 

I I I I 

.. 

I I I I 

To those ccdcd Yes (coded 1) at 53 I 

I 

I 

I 

I 

I 

I 

I 

I I I I 

‘54 Are/were you getting “made up pay” 

Others DNA _ N N 

N -see55 

I 

I I 

from your employer in addition to 

the Statutory Sick Pay, N.I. Sickness yes =! ‘--”R “ ‘--” ‘ 

Benefit or Contributory Invalidity - 

Pension you are/were receiving? 

% a : I ~ I ~ 11-s 

P. ■ m m 

I I I I 

(a) Are/were you being paid every 

week by your employer 

. 1 - 

R Unning or for only some weeks? 2 - 

Prompt 

INR2Y2 (515) Q0546 I I I I 

WH 26Y (516~ Q05M I 

(i) For how many weeks are/were 

you being paid? 

I I I I 

See 55 

Aak (i) 

see 55 

95

To all men aged under 66 and 

women aged undcr”61 

. 

31 

BTiTm. 

I I I I 

DNA. Others —~ N N N -Goto56 

I I I I 

I I I I 

55 In the last 12 months, that is I I I 

since ............................ have you taken part in 1 

a government training scheme? 

\o 

@ 

::=~:~:~~”) 

(a) Was it I I I I 

Training Opportunities Scheme (TOPS)— 

or Youth Training Scheme (YTS) -- 

1 1 1 

1. -M(b) 

Other? Specify - 

2 

3 

2 

3 

2 

INfl 26 (51Y) Qo55fl ~ y 

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

INfI 24~(s18)GI055B 

. 3 

3 

. . . 

I I I 

/ 

(b) For how many weeks did you take 

part in the scheme/programme? -- 

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

- Aak (c) 

?’R~lNBEN ~51qi Q055C ~ 

(c) What was the amount 

you last received? 

of allowance 

(d) How long did this cover? Enter 

period _ 

code 

i- 1 I I 

................... ......... ..................-......... ................... ........ - Aak (d) 

I I I I 

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

~“’riY 

(c) Are you receiving benefit at I I I I 

present? 

Yes ,—. 

No .-, y 

/ 

1 

2, 

1 

2“ 

1 

2 1Ask 

56 

- 

1~R2Y3 @ GV355E ~

Refer Informant to Prompt Card P 


s~nce..................... have you received 

any of the state benefits 

I 

V-Hk ~~~ 

shown on Card P? Itp:sp; sp : 

Yes ,_W 1 1 1 

No —d 2 2 2 -*57 

Exclude In@me Sapport/Supplementary I I I I 

benefit from (a) - (c) I I I I 

IExclude Christmas Bonus from(a) to (d) I 

(a) Industrial injury disablement 

1 

I 

I 

I 

I 

I 

I 

I 

benefit 

; lNDbIS ~ ~5zl 1 QO!156H I 

(1.ncludc Reduced 

Yes _c 

1 1 1 - Ask (i) - (iv) 

Earnings Allowance) 

1?48 205 (S22) Q-$1 I 

No —- 

I 

2 

2 2 -Go to(b) 

(i) For how many weeks d> 

~ 

you receive this benefit? ._O .............. ............. .............. ............. .............. ............. - Ask (ii) 

(ii) What was the amount of benefit 

you last received? -z - Ask (iii) 

lNDDISB~ (=3) Qo56h 2 ~ I I I I 

(iii) How long did 

this cover? 

cOde—H=F=l 

Enter period 

.“””. ”””.””. ””.”.--”””. ””.””.“”.”””00.o””oss”.0””””””.0” .“”.”””.””””.””. ””””s””””s”s specify period 

(iv) Are you receiving benefit 

at present? I I I I 

Yes —a 1 1 1 

1-Ask (b) 

2 2 2 

1Nf123~ (525) Q056R 4 ‘: ‘/ H 

. I I I I 

(b) N.I. Unemployment Benefit 

I I I I 

‘uNEMBEhj i ~S2SA I Q056B o 

Yes ,—~ 1 1 1 -ti (i)- 

INM22 (5%) Q056B 1- No .. . 2 2 2 - Go to (c) 

(i) For how many weeks did you 

receive N.I. unemployment 

benefit? 

UBf7WWlT C52Y) Q0568 2 

(ii) What was the amount of be= 

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

—> 

- Ask (ii) 

you last received? -~ - Ask (iii) 

(iii) How long did Enter period 

this cover? PERC 527 (528) Q056B 3 If Co&9, 

code ............................. ............................ ............................ specify period 

I I I I 

(iv) Are you receiving 

at present? 

benefit 

Yes ,—w 

No z. 

: IN f)223 

1 

2 

~ (Szq> 

1 

2 

~QOSGB 

1 

2 

4 ~ 

1-Ask (C) 

.- If coded 6 or 7 at l(b) 

recode as 3 at l(b) and 

““ ask relevant questions 

8 

(iv)

. . ,—-. . . 

33 


PRqE 533 

Frs 

~an~ 

(r,3 

am) 

fi-e~n 

WV-L \ .............. .............. .............. .............. .............. ............. I 

1 I 1 I 

(c) Family Credit/Family 

P; Q P; Q P; 

Income Supplement - Ask (i) - (iv) 

No -. 2 2 2 - Go to (d) 

(i) For how many weeks 

did you receive this 

benefit? - < 

.............*............. .............-............. .............. ............ ! 

IN;#ii~y) 

\ 

\ @ 

at was the amount of 

‘fi)~e~it you~as~received?z 

4 

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

m 

Frs8EN 

Q@6c 

(531) 

~ 

(iii) How long did 

this cover? 

Enter period 

code —a 

P~RC531 (s32) Q056C 3 

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

If code9, 


I I 

(iv) Are you receiving Yes -0 1 1 1 

benefit at present? No -- 1-Ask (d) 

I~$125Y[533)QO!56C4A I I I 

I I I I 

1 I I I 

I 

(d) Income Support/ ‘ SUp~E~ : (5330 ; Q05@ ; 

Supplementary Benefit Yes ,—* 1 1 I - Ask (i) - (iv) 

IN?122a (534) Qo56b 1 

2 2 2 -SU57 

(i) For how many week 

did you receive this ● 

benefit? 

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

- Ask (ii) 

su~BqMT (53 

(ii) What was the amount of 

benefit you last received? .— .................. 

- Ask (ii) 

.- 

‘0 

(iii) How long did Enter period 

this cover? code ._w 

PERC535 (536) QO%D 3 If Co&9, 

............................ ............................ ............................ specify cwriod 

(iv) Are you receiving ............................. 

1 

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

benefit at present? Yes .—w 1 1 1 

No .-. 2 2 2 \1 -sa57 

1NR22q [537) Q0561) 4 

. 

98

To women aged under 51 only 

/ ~ .............. .............. .............. .............. .............. ............. 

I 

I&p; sp:sp : 

mm 83+ 

DNA. Women aged 51 & over and all men N N N - Goto58 

. I I I I 

Refer informant to Prompt Card Q I I I I 


since ............... have you received any of ; 

the state benefits shown on Card Q? 

(a) Maternity allowance 

~~t=’~:~:(:~) 

I 

, 

I I I 

~~=i=:=:~ 

IN~ Z3q (538) Q05Yfi I I I I 


receive this benefit? — - Ask (ii) 

P4mALRMT (539) Qo57/1 2 ‘ I I I 


you last received? - Ask (iii) 

(iii) How long did this 

cover? 

I 

Enter period QosYfi 3 If code 9, 

code .—a 

(iv) Are you receiving benefit at 

present? I I I I 

Yes -— 

1 

1 1 1 

WWW (SW) Q05YY -Ask 

(b) 

(b) N.I. Maternity Grant/Grant I 

from Social Fund for 

Maternity expenses? Yes .—N - Ask (i) 

M~TQV)W(5@ 

No —. 

Q05YB ] ~ , 

2 

I 

I 

2 

I 

I 

2“ - Go to (c) 

I 

(i) What was the total amount of 

grant you have received in the 

last 12 months? — ................... ........ ................... ........ .................. ........ - Ask (C) 

(c) 

Maternity pay from your employer , 

under. the Employment 

Act 

Protection 

‘:=~]-~k(d) 

I I I I 

. 

99

0 : 

\ 

O.,’ 

Q57 (cent’d) 

Prompt Card Q (conrd) 

(d) Statutory maternity pay fromyour ~yn’ .............. .............. .............. .............. .............. ............. 

employer or former employer? 

; E p:~ p; s p; 

35 

Yes —. 1 1 1 

pfm 035 

No .-, 2 2 2 -Go to 58 

SMPWW (543B~ Q05YD I I I I I 


receive this benefit? -~ - Ask (ii) 

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

I I I I 

I I I I 

(ii) During the first 6 weeks, were I I I I 

you paid at the higher rate or 

lower rate? ~ SMPR8TE ~(543H> ~(?057b 2 : 

Higher rate 

Lower rate 

DK 

‘ml-’k(”) 

(iii) How many weeks before your 

baby was expected did you 

stop work? .—z 

(h) Are you receiving benefit at 

present? 

,=l~lhk,, 

1- 1 I 1A 

I I I I 

I I I I 

I 

I SMPST-WRK: (se 

I I I I

To all 

36 

WqE B36 

Refer i.nfo~nt to Prompt Card R Per No. Per No. Per No. 

I 

I I 

58 In‘ the last 12 months, that is 

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

since ............... have you received any of I 

I I BENchl@~ 

the state benefits shown on Card R? I 

I 

me I ; / Q058 

(a) Death Grant/Grant frnm ‘st=~”c(a”d) 

Social Fund for 

Funeral Expenses? 

~EQ~R6~ (S&)Q058fi I 

(i) What was the total 

‘------:~~:=:b, 

amount of 

grant you have received in the 

last 12 months? 

(b) Christmas bonus? 

Yes _& 

No ~, 

(i) What was the total amount of 

Christmas Bonus you have 

received in the last 12 months?_ 

(c) Invalid Care Allowance? 

lmLLWbfS @F)) Qo5~ 

(i) What was the total number of 

weeks you have received this 

benefit? 

(ii) Are you receiving benefit 

at present? 

If motrcccivhg at prcscn~ ask 

(cl) What was the amount of 

benefit you last received?~ 

(c2) How long did 

this cover? Enter period 

code .~, 

I 

+--’ 

- 

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

t 


Prompt Card R (cent’d) 

37 

(d) Any N.I. or State benefit not ~ .............. .............. .............. .............. .............. ............. 

I 

mentioned earlier? 

Is p;s p:s p; Lspecify blow 

and ask 

1 - i) - (iv) 

oTtiBEN(545) QOS%D 

1 

2 - Goto59 

Include Job Release Allowance 

War WMms Benefit 1“1 ............................ ............................. I............................. 

I 

Industrial Widows Pension 

I 

etc. I I I (F*) 


receive this benefit? — 

OTHBENfi~ (547) Q05~j) 2 

B37 


you last received? - Ask (iii) 

I I I I 

(iii) How long did ) 

this cover? Enter period 

?ERC547 (5@) Q058D 3 If code9, 

code -. ............................. ............................. ............................ s~ify wriod 

(iv) Are you receiving ............................. ............................. ............................. 

benefit at present? I I I y Ask (iv) 

Yes * 1 1 1 

No —. X 1 -M59 

2 2 “2 

~Nll 233 @$ QOS8b 4N ~ I I I 

I I I I 

I I I I 

I I I I 

59 In the last 12 months, that is I I I I 

since ...................... have you received trade 1 I I I 

union sick pay or strike pay, Friendly I I I I 

i., 

9 

Society benefits, benefits under private 1 I I I 

sickness scheme, accident insurance, I I 

I 

t TIJSICKpy : (553] 

hospital savings scheme? 

I (3059 I 

Yes —a 1 1 1 - Ask (a) - (d) 

1N~230 ~55J9 Q05q~ .NO — 2 2 2 - 

(a) For how many weeks did you 

receive this benefit? — .............. .............. .............. .............. .............. 

(b) What was the amount of benefit you 

last received? 

TUSICBENj (55~ 

I I I I 

Goto60 

Ask (b) . 

Ask (C) 

(c) How Iong did 

this cover? Enter period ?ERC5S5 (556) Qo5qC If code 9, 

code —~ ............................ ............................. ............................ specify period 

(d) Are you receiving benefit at -~ 1 

present? ............................. ............................. ............................ Ask (d) 

Yes ,—~ 1 1 1 

No -. g 2 2 2 

-xk~ 102

To all 

Refer informant to Prompt Card S 

60 

i 

38 


W?GE B38 

f .............. .............. .............. .............. .............. ............. I 

Are you at the present receiving an I I I I ~EhJSINc (56 

income from any of the sources I I I I 

shown on Card S? I 

Is p:g p:f 

Yes ._w 1 1 1 -Ask 61-64 

No -. 

2 2 2 -Goto65 

I I I 1 

61 An employee pension from I I I I 

a previous employer? 

Include pension from 

previous employer of 

~ spouse or 

relative !+~::~(g’ 

(a) How much was the last 

payment? 

:~-.k(b) 

I I I 

I I I 

I I I 1 

I I I I 

(b) HOWlong did this cover? I I I 1 

(c) Was tax deducted at source? 

Enter period 

code _b 

“=!l=:. 

?Ef?C565fi (i%5B> Q061B 

Ifcode9 

............................. ............................. ............................ specify pericd 

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

............................. ............................. ............................. Ask (C) 

I I I 

I 1 1 I 

(d) How much tax was deducted 

at source? 

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

-ii-..(.) 

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

1. I I I 

(c) Was the last payment before or I I 

after tax was deducted? 

Before —. 

After__ 

fM,y~fll@y) ;Q..: ~] 

Q- 

Ask(f) 

I 

103

—-—— -- 


Prompt tid S (cent’d) 

(f) Were there 

deductions? 

any other 

(i) 

~;:,(+ .............. .............. .............. .............. .............. ............. 

1 1 1 I 

I I 1 

What was the purpose of 

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

this deduction? .............................. ............................. ............................ 

Probe fully ......................................................................................... 

EMPDED8M (565q) @tit ~ z 1 

I I I 

Ask (ii) 

(ii) How much was the deduction?— - - Ask (iii) 

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

(iii) Was the deduction made at ~~MPDEb~ ~ 5G5” ~~061F ~ ~ 

source? 

(iv) Was the last payment before ~ 

or after the deduction? 

,,.~ ~ ,Ask(iv) 

‘EMPDEDBA ;(543 

I I I 

I I 

IQ061F 4 I 

Before .—- 1 1 1 

After -~ 

2 2 2 

I I I 

I I I 

} 

Ask (g) 

; AskslU 

(g) Do you have more than I I I relevant 

one pension from a 

previous employer? 

lEMPMWNE : (S65 

::’o~*d 

Yes —E .1 1 1 — in lcf t-hand 

6 A pension as a member of a 

6 rade union or friendly 

society? 

No .—> 

P 

~~= ~ ‘:m 

‘qo: ‘ 

(a) How much was the last payment?— 

‘m-k(b) 

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

~ 

1 I I I 

(b) How long did this cover? I 1“ I I 

Enter period Pmc=a (%6B) GIOt62B Ifwde9 

code .—. ............................. ............................. ............................ specify perial 

........................................................... ............................. \ 

........................................................... ............................. Ask 63 104

64 Pa 

(a) 

To all 

Prompt Card S (comt’d) 

63 Ahnuity or personal pension? 

RINU4M7 ~56@ Q06 

Per No. 

4n PME B+O 

.“ 


payment? 

- 

~) How Iong did this cover? 

I I I 

I 

Enter period / 

code ~ PEQC56YR (S6W3) Q063J3 

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

19NUT*DS (S&c) aoec 

(c) Was tax deducted at source? 

fi~~XfiM @~) Q063D 

(d) How much tax was deducted 

(c) Was at ‘ource? thp t~.+ _-.._. . . . 

lfter tax was deducted? 

Yes 

- ‘--- ‘L-L wy’MCn[ before or 

yment from trust or covenant? 

TRSfiMT (S684) Q- 

How much was the last 

Payment? 

Before ~ 

After ~ 

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

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

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

Iln 

. . 

mcode9 

Ask (d) 

Goto64 

A -1-’-

1 

f 

I 

i 

I 

. 

{ Refer informant to Prompt Card T 

41 

wFiE B41 

. rrrrr35 

I I I I 

I I I i 

65 Do you have now, or have you had in 

the last 12 months, savings-accounts 

I 

I 

I 

I 

I 

I 

I 

I 

with any of the banks or societies I I I I 

shown on card T? 

=&Em’=(’xf 

o 

(a) National Savings Bank (Post Office) ~ 

Ordinary Account(s) 

S6VMUWNI(S%) Q065fl I 

I l-’ I I 

I I I I 

I I I I 

I I I I 

I I I 

I I I 

‘%::@) 

(i)What was the total interest over 

the last 12 months? .— 

- Ask (b) 

I I I I 

(b) National Savings Bank (Post Office) ~ 

I 

I 

I 

I 

I 

I 

Investment Account(s) 

~=’~:::c) 

I I I I 

—E&p=&(c) 

(i) What was the total interest over 

the last 12 months? 

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

(c) Trustee Savings Bank I I I I 

Ordinary Savings Account(s) and I 

Investment Deposit Account(s) 

I I I I 

“==ii:=::d) 

I I I I 

-~--) 


the last 12 months? ........ .................. ........ .................. ........ 

%

. 

* 

63 (UMM’d) 

Prompt &d T (cent’d) 

42 

per No. 

per No. 

per No. 

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

(d) Building Society 

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

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

I 

Snvlw+ (s753)Q 

Yes ._~ 

(i)What was the total interest over 


SAV4MIN4 (5Y6C) Q06% j 

I 

(c) Deposit and savings accounts with ~ 

High Street Banks 

SthfIWIl~ (S76$ 6)06SE ~ 

I I I 

1 

I 

I 

(i) What was the total interest 


over 

(f’) Any other savings banks or societies 

b 

..................-.00..... 

-..................-..0..0.. 

I 

*..................-...0.00. -Ask(f) 

I 

I 

, 

I 

# 

I 

I 

I 

.1 

Yes ,~. 

No 


the last J2 months? 

I 

‘ sfwIW6 1(575K) 

1 

2 

I 

I 

I 

I 

I 

I 

1 

I 

1 

I 

I 

: Q06SF : 

““’”” ”””” so.......... .................. ........ .................. 

I 

I 

I 

I 

I - &k (i) 

107

‘[ 

rr 

b 

I 

i 

Oall 

cfcr informant to Prompt Card U 

43 

PME %43 

:66 At present do You have any money in ~ .............. .............. .............. .............. .............. ............. ,,,=,5,6,, 

any of the investments shown on I I I I 

i 

Card U? 

I 

I& p’ls p’ls p: 

“Include children under Yes -> 

1 1 1 

16 at 82 

No to all- 2 2 2 - Goto67 

I I I I 

Aa er to card V and record group 

codes below 

1 

I 

I 

I 

I 

I 

I 

I 

* 

(a) 

(b) 

(c) 

Index-linked National 

Savings Certificates 

::=~:~:.) 

I I I I 

(i) In which group on this card ~ 1“ I I 

does your amount of I I 

investment fall? I SNVfi~ ~ I (S76N> IQMA I : 

Enter code 

from prompt 

card V } , 

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

I I I I 

I I I I 

Fixed Interest National I l.. I I 

Savings Certificates 

- Ask (b) 

Yes _- - Ask (i) 

No —. 2 

I 

2 

I 

2 - Go to (c) 

I I I I 

(i) In which” group on this card I I I I 

does your amount of I I 

investment fall? 

Save as you earn (National 

Savings ) 

Enter code 

from prompt 

card V 

==ii::d) 

(i) In which group on this card 

does your amount of 


Enter code 

from prompt 

card V } 

} ~N~n~2~~ r~’ I-Ask(c) 

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

1 I I I 

I I I I 

I I I I 

I I I I 

I I I I 

rrrlz3&)% . . . 10

. 

% 

3( 


R’OmPt @& U & V (cent’d) 

I I I I 

(d) Save As You Earn (Building 

Societies) 

I 

Is p;s p:s p: 

Yes ._. 

No ,~. 

1 1 1 & - Ask (i) 

I 

2 

I 

2 

I 

2 - Go to (c) 

\ 

I 

(i) Inwhich group onthis 


card I 

I 

I 

I 

I 

I 

I 


Enter code 

1-W’ from prompt 

I . . 1 card V I I[-A 

(e) Premium Bonds 




Enter code 

from prompt - 

card V 

(f) National Savings Income Bonds I 

I I I I 

rrmd-- . . 

1 

I I I 

Yes _. 

No _. 

I 

2 I 

I 

2 

I 

I 

2 

- Ask (i) 

-Goto(g) 

I 

(i) In which group on this card I I 1 


investment faI1? 

from prompt 

~’~ ]-~l-~kb) 

I 

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

I I I 

(g) National Savings Deposit Bonds i 

“=-=$7 




Enter code 

from prompt - 

card v 1 

I I I I 

I I I I 

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

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

- Ask 67

Do you have now, or have you had 

in the last 12 months, any money in 

any of the investments shown on 

card W? 

Yes _ 

. 

I 

I 

I 

I 

I s 

1 

p: 

I 

I 

I 

f 

~. 

PI 

I 

1 

I 

I 

f 

1 

p’ 

I 

I 

O 

(a) 

No 

Government gilt-edged stock 

including war loan ~ftcr 

deduction of tax at source? 

to all_ 

I 

I 

I 

I 

1 

2 

I 

I 

I 

I 

1 

2 

I 

I 

I 

I 

I 

2 -Goto68 

I 

I 

I 

I 

I 

W13~F)M7 ~S’7q) Q06y9 ! 


the last 12 months? — 

(b) Government gilt-edged stock 

including war loan hfor~ 


wIRM51W L5~@ Qo 

‘&:; 

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

- Ask (b) 

I 

I 

I 

I 

1 

I 

I 

I 

I 

1 

1 

I 

I 

I 

I 

I 

I 

t 

I 

I 

‘Zzc 


the last 12 months? _ 

over 

-................... 

......... 

I I 

I I 

1 I 

I 

I 

1 

- Ask (c) 

I 

I 

I 

(c) Unit trusts? 

“::=Bma~ 

(i) What was the total interest and 

dividends over the last 12 months?- ................... ........ .................. ........ 

;~-~k(’) 

110 

*

46 

Q67, (Cent’d) per No. 

Prompt Card W (cent’d) 

(d) Local authority securities? 

Yes _b 

NO 

Lf?SECIMT (580c) &)67D ] 

(i) What was the total net interest 

over the last 12 months? ~ 

per No. 

per No. 

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

1 

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

I 

I I 

I I 

Is 

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

.................. .......O 

I 

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

t 

- Ask (c 

(e) Stocks, shares, bonds, debentures, ~ 

I 

I 

I 

or any other securities ●ftcr 

I 


I 

I 

I I 

I 

I 

1~cKsS~ : (580/9) 

I 

Yes _ 1 Q06YE I 

1 

1 

SToSHIm (58/) q06y:0/~ 

1 

2 

- Ask (i) 


and dividends over the last 

12 months? 

(f) Stocks, shares, bonds, debentures, 

I 

I 

or any other securities &for~ 


Yes ___ 

I 

I 

I 

~HEIrW (581Ei) Qo6yfl ~ 


and dividends over the last 

12 months? 

1 

TsHBEI= 

I 

I 

I 

I 

I 

1 (58f R 

1 

I 

I 

I 

I 

I 

1 1 

I 

I 

I 

I 

Ask (f) 

- Ask (i) 

-Goto(g) 

(g) Interest from private loans? 

Yes 

No 

~ 

I 

I 

I 

I 

pRLIIVT~ 

1 

2 

I 

I 

~5@ 

1 

1 

I 

: Qo6yq 

1 

- Ask (g) 

I 

I 

; 

- Ask (i) 



over 

I 

I

* 

@ 

69 

9 

47 Pew B+y 

BTi!TiE. 

I I I I 

In the last 12 months, that is, 

since ...................... have you received rent 

from property (including the part of 

your accommodation you sub-let which 

I 

1 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

I 

you told me about earlier*)? 

%14 Household Schcxhle 

I 

I 

I 

I 

I 

I 

I 

I 

I 

: 

I 

I 

f?ENIREC 

G)068 

/ 

@E 

(a) How much did you receive in the I ~ENR ~Ml 582 

last 12 months before deducting 

income tax but after deducting 

all allowable expcnces?._~ 

*-.,69 

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

I I I I 

I I I I 

I I I I 

I I I I 

In the last 12 months, that is, I I I I 

since .................... have you received any I I I I 

other unearned income? I I I I 

Yes ,_- 

No -. 

(a) How much have you received in 

the last 12 months? .—Z 

I I I I 

I I I I 

, Specify source 

luN~q~~]N 1 

bdow and 

1 1 1 - ask(a) — 

2 2 2 -Goto70 

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

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

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

I I I I 

I I I I 

‘UNERRNW 1 (s828> 1 Q069 R ‘ 

.................. .T ........ . .................. . ........ . .................. . ........ -Ask70 

112

48 

To all 

/ 

per No. 

per No. 

per No. 

Refer informant to Prompt Card x 

70 In the last 12 months, that is, 

Since ........O.......O.OO.. have you reCeived an ~ 

of the followlng allowances shown 

on Card X? 

.............. .............O .............. .............. I 

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

I 

I 

I 

I 

I 

I 

I 

I I 

Is 

Yes ~ 

NO to a]]- 

1 

2 

1 

1 

(a) What allowances have you received 

a regular allowance from a friend 

or relative outside the household ~ 

a regular allowance from an 

Code 

organisation 

alI 

that maintenance allowance or - 

apply separation allowance 

I 

tI 

I 

‘MLT/pE 

1 

r 

2 

I 

I 

I 

: 

1 

2 

I 

I 

I 

QoYo~ 

1 

2 

I 

I 

I 

1’ 

an allowance from a local 

authority for a foster child 

- 

3 

3 

‘3 

an allowance from any other 

source for a foster ~hiid - r 

4 

4 

4 

Ask 

EEC training a]]owance? 

5 

r 

5 

5 

Include 

Exclude 

- Allowance from a member of the 

armed forces or merchant navy 

- Allowance from spouse not a 

member of household or who is 

an absent spender (SCC QTI) 

6 

# 

I 

, 

~w&@pq 

I 

I 

I 

I’(58 

6 

‘ 7/ 

I 

I 

I 

I 

6 

I 

I 

I 

- 

(b) HOWmuch was the last payment?~ 

t QOVOB ~ 

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

. ..............00... ..Oco..m 

I 

I 

.............0...0. O..... 

(c) How long did this cover? 

- Ask 

I I 

(c) 

I 

I 

I 

, I 

I 

Enter period 

code ~ f’EfWS84 (5@ 

........................O..O 

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

(d) Are YOU receiving the a]]owance , I 

I 

at present? I 

. 1 I 

I 

I 

I 

I 

Yes ._~ 

No 

1 

1 

I 

mw 

- See 71 

113

58 

r“” 

10 a married person whose spouse is not a 

ember of household (coded 2 in CO16) or 

ho is absent spender (not ringed in 

oIumn 10 of Page 1, Schedule A) 

I71 

j 

I 

-t 

/“ 4) 

Brrri7 . 

I I I I 

Ifplsplsp I 

DNA -~ N I N I N l- Goto72 

I , I 

I I I I 

I I I 

I 

Have you received any allowances from , 

I I I 

your husband/wife while he/she has , 1 I I 

(a) 

How much in total allowances have 

you received from your husband/ 

wife while he/she has been away?- 

I I I I 

~-.’’(b) 

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

I I I I 

I I I I 

(b) How long did this cover? I 

I 

\ 

I 

I 

I 

I 

I 

I 

Enter period 

PEI?C5%6 (58$ QOYI B If code 9, 

code ~ ............................. ............................ ............................ 

(c) (In addition to the allowance 1 I I 

mentioned), does your husband/wife 1 

pay direct any household expenses? 1 

::=~=:~? 

I I I I 

I I I I 

er No Household expenses paid Ep 

I 

I 

I 

I 

I 

I 

I I I 

.......,..,... ...................................................... ......... ......... I I I 

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

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

USE - Ask 72 

114

To sI1 — 

72 

— 

—!- =. -- --- .---— —-- 

In the last 12 months, that is 

since ....................... have you received 

any coke or coal from your present 

50 

—.— ---———— - —-—— 

iWE J350 

~ .............. .............. .............. .............. .............. ............. -:,$,~.)’ 

(or former) employer? lsplspl Ep I 

Yes, Coke _ 

Yes, Coal .—~ 

1 

2 

1 

2 

1 

2 4 

Ask (a) & (b) 

No to both _ 3 3 3 -SCC73 

(a) What quantity of ................... have i I I I 

you received in the last 12 months? 

Lbs. 

COI’WABS (s~+o QoY2fi j 

m ........................................................ ............................ 

Cwts 

Tons - 

Cofwcm (5~4B~ QOV2~ 2 

.......................... ............................ ............................! 

cmL..Ns (5WC) QoY2h 3 

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

Cofkom (5W+D) QoY2e + 

Other measure ___ ........................... ............................ ............................ - specify below 

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

(b) Was the ....................... provided free, 

.......................................................... ............................. Y 

or did you have to pay something . 

, FREECORL 

for it? 

I I I 

/ QOY2EI 

Free 

Include haulage charges 1 1 1 / -*73 

Pay something - 2 2 2 - ~ (i) 

(i) How much did you pay, 

including any haulage costs?— 

COqLP?l~ (5q8~ QOY2B t - 

INB322 (5q8#)] QOY2B 2 

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

To all men aged 65 & over and women I I I 1“ 

aged 60& over 

DNA. Others _ N N N -Goto74 

73 At present do you have an OAP I 

concessionary pass, permit, tokens or i 

tickets for bus travel (other 

than the weekly or season Yes — 1 1 1 - Ask (a) 

ticket you mentioned)? No_ 

No concessionary bus 

travel provision in area 

CON8USTY (Sqq> G?OY3R 

_ 

2 

3 

2 

3 

2 

3 

1-Goto74 

(a) Is ita.. 

free bus pass or permit? ___ 

half-fare bus pass or permit? _ 

flat-fare bus pass or permit?_ 

bus tokens or bus tickets?—- 

Any other type of 

concessionary OAP bus 

pass? m 

\ 

1 1 1 

2 2 2 

3 3 3 

4 4 4 

5 5 5 

. . . 

. I . [ . 

-*73 

OFF. 

USE 

I-Goto74 

- specify below 

and ask 74 — 

115

. 

To all 

74 During the last 12 months that is 

since ...................... have you received 

any moneyas a mail order agent 

or baby sitter? m 

51 

Is P If P PI 

Baby sitter 

Mail order 

_- 

agent -— 

1 

2 

1 

2 

1 

2 d 

+ 

- Ask (a) & (b) 

1 

@(b) 

No to both -~ 3 -Goto75 

MLBRB8W (~~)QO+U . I I I I 

(a) 

How much did you earn in the last 

12 months? 

Are you doing this work at 

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

I I I I 

present? Yes ,—~ 1 1 1 

75 

No -. 

During the last 12 months, that is 

since ................... have you paid any 

r 

I 

2 

n 

I 

2 

u 

I 

2 

! 

I 

I 

income tax direct to Inland Revenue? ~ DIRTFiX ~ C606$ ~ Q075 ‘ 

Yes ,—- 1 1 1 - Ask (a) & (b) 

No -> 2 2 2 -Goto76 

Dlf?TfWP/Nl (@Y) QOY54 

I I I I 

(a) How much did you pay dire> % 

income tax?—- - Ask (b) 

(b) What was the source of income 

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

76 

on which you were taxed? 

Has Inland Revenue or DHSS refunded 

any income tax direct to you during 


- . 

1 

~ 

I 

i D~~TfiX~ 

I 

I 

1 

~ f60YR> 

............................ - Ask 76 

I I 

I I 

1 1 

i GJOY6 I 

Yes .—. - Ask (a) 

No —> -sec77 

/ \ m I . 

I 1 

DIRT’XWM (@8j QOV69 ‘ 

0 (a) How much was refunded? .— 

(b) Was this a refund of ax deducted 

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

1 I 

. ................... ........ - Ask (b) 

I I 

under PAYE? 

=’~]-=(c) (c) Was this refund rece ved in respect 1 I I 

of either unemployment or I I I 

I 

I - 

redundancy? I R~DN REF 1 (6 I 1Qo?GC 1 

Yes ,—- 1 1 1 -*77 

No -. 2 2 2 - Ask (i) 

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

(i) What was the reason for the ...........................................................!.............................. 

refund? ............................. ............................. ............................. - *-77 116 

- (c)

To all men under 66 and all women under 

61 who arc mot employees (coded 2-7 ●t 1) 

52 

P6%E 052 

~ .............. .............. .............. .............. .............. .............. 

I 

lsp:Ep:sp : 

DNA _w N N N - Goto78 

I I I I 

77 Do you pay a regular National Insurance I I I I 


contribution you paid? 

–=-.(.) 

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

I I I I 

(b) How long did this cover? I 

I 

I 

I 

I 

I 

I 

I 

Enter period P~RC483 (W4 QOYYB If code9, 

code .—N ............................. ............................ ............................ spccifypcriod 

d 

Ask 78 

I I I I 

I I 1 I 

To all I 

I 

I 

I 

I 

I 

I 

I 

78 Have you paid any N.I. Contributions I I I I 

direct to Inland Revenue or Department t 

of Health & Social Security during the i 

last 12 months? 

(a) How much did you pay? 

-~-’k(i) 

::=~=:~, 

(i) What was the reason for this 

direct payment? 

I I I I 

I I I I 

I I I I 

i I I I 

~lXRhlTRbJl ~ @t~) ~ ~078R 1 

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

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

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

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

- Ask 79 

I

To all 

53 

PME B 53 

~ .............. .............. .............. .............. .............. .............. 

79 In the last 12 months, that is since ................. 1 I I I 

have you sent any money abroad to a I I I I 

private individual or to a charity? I I I 

I I I 

: 

Include both bOlld tits and I I I I 

regular a.llowancca I I I I 

cti#3RlTy 

QoYq 

/ 

I (61 

I 

Private individual 

IQ plz pls pl 

::v::;;;i- 1 1 1 - Ask (a) & (b) 

only 

2 2 2 - W (a) 

cIIhRlfi 

QOYq 

3 

3 

(~lac) 

. 

;:~yb~:ly 

- 

#3 

4 

3 

4 

3 

4 

-Goto (b) 

I I I 

(a) Has/had the person(s) lived abroad 

for more than 12 months? 

t 

I 

I 

l,, 

I 

I 

I 

I adv~ + 

Yes _E 

‘ TIMERBRP 

1 

(G+13) 

1 

I QOVIFl 

1 

I 

- Ask (i) 

No ,_- 

DK_. 

2 2 2 

B 

(i) 

How much (in pounds) have 

you sent abroad to this person(s) 

in the last 12 months? 

–“6:’”” d% .................. ........ .................. ......... .................. ‘0;8” ......... :: 

(b) How much (in pounds) have 

you sent abroad to this charity 

(charities) in the last 12 months?.—> 

DK,_- 

--.k,o 

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

I I I I 

1 

I 

1 

I 

1 -Ask80 

. 

118

To all Per No. Per No. Per No. 

80 

During the last 12 months, that is 

since ................. have you received any 

money for odd jobs or any occasional 

fees for work or professional advice 

which we have not yet covered? 

I 

I 

I 

I 

I 

54 

I 

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

If the job is a regular commitment do I 

I 

I 

I 

not enter at 80. Q1 should be coded I 

I 

I 

I 

1 or 2 and relevant auestions should I 

I 

1 

1 

be asked I& pls pls pl Record 

details in 

Yes ,_a 

1 1 1 - [ grid belo 

No .—. / 

2 2 2 - SCC81 

* 

0DDT06S ~603> Q080 ~ 

RECORD 57 

(a) Record details bclow:- 

Enter each time ‘ob took 

03:TN0 

Q080R 

(603B 5 

z > 

\ 

Per 

Ring 

No. 

Item 

No 

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

........... 

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

14 

2 

3 

4 

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

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

5 ~ 

6 

............ 1 

OiPERNO (603/9 

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

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

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

place on a separate line 

03RMT (6ti4) 

I 

I 

I 

I 

I 

I I I I 

I I I I 

I I I I 

I I I I 

I TO 

PUNCHERS 

END KEYING 

THIS PERSON 

AND 

RETURN TO 

START OF 

SCHEDULE 

I 

=J=J JENDKEYTNG Key 80(a) 

THISPERSON 

AND 

RIZIWIW TO 

=ART OF 

SCHEDULE 

d ~:t3e ride, 

Period covered 

for e~ch job by fee Specify 

ENT~~:;RIOD period 

Kp 

I 

3 .......................... ............................................. 

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

.......................... ......................................... .( 

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

, 

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

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

I 

I 

I 

I 

I 

I 

DT~ftR (605) 

ao80n 4 

I 

I 

I 

I 

I 

Dale(a) when job(e) took place 

Enter datee m two-digit code 

FROM TO 

Month Year I Month Yea 

% 

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

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

. . . . . . . . 

........... ...........0 . . . . . . . . . . . . . . . . . . . . . . 

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

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...\ . . . . . . . . . .. 

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

RECO~ 58 55 

PIWE B55 

Askabout eachdcpendantundcr 16 Child’s Child’s Child’s * 


CHPERSNO(6I’?) Q081 I > 

............. ............. ........................0.. ........................... 

I I I I 

DNA. No defendants under 16 . . . . . .N~ 

81 Have any of your children received an 

income from any source such as earnings 

from a spare time job, interest on a 

child’s bank account or income from a 

I 

I 

I 

, 

~ 

i 

, 

I 

I 

I 

1 

I 

I 

1 

1 

I 

I 

1 

1 

I 

I 

1- 

I 

I 

I 

I 

I 

1 

Sce next 

schedule 

‘ 

(g 

trust fund within the past 12 months? 

Yes —w 

: ~ 

\ 

1 

p;s 

1 

plf 

1 

pl 

+ 

- Ask (a) - (e) 

No _. / 2 2 2 -Goto82 

cHlmlNc (616) Q081 2- I I I I 

(a) What kind of job or income? - ............................. ............................. ............................. 

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

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

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

I I I 1 

(b) Has he/she had this income I I I I 

throughout 

CHINCWW 

the past 12 months? 

Yes ,—2 

No .—2 

(61$Q0816 ] , YYtEi:”’o 

Ask (i) 

I I I 

\ 

(i) For how many weeks has he/she 

had it? - 

CHINChMT (6I$ Q081C ~ 

(c) How much did he/she get last time?- 

* 

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

I I I 

/ 

.................. ......... ................... ........ ................... ........ - 

I I 1 

(d) How often does he/she get it? I I I I 

Ask (C) 

Ask (d) 

o Enter period 

PEf?C619 (+ Q08)D If code 9, 

code —d ............................ ............................ ............................ 

(e) Does he/she usually ................ 

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

I I 

1c~[NcDIS 1 (62019) ~Q081E 

1 

dispose of (or save) it all himself/herself_ 1 1 1 

partly dispose of (or save) it and give 

the rest to you 2 2 2 

give it all to you? - 3 3 3 

/ 

If more than one source of income for each 

child, ask (a) - (c) for second income 

and record details with person number in 

left-hand margin. 

-Ask 82 

12 

*

% 

Ask about each dependant under 16 Child’s Child’s Child’s 


Refer informant to Prompt Card Y ............. .............. .............. .............................. ............. 

I I I I 

I I I I 

82 At present do any of your children I I I I 

under 16 have any money in any 

of the investments shown on card Y? 

=t=~::::~(” 

Refer to Prompt Card Z and record group I I I I 

codes below I I I I 

I I I I 

(a) Index-linked National Savings I l,- 1 I 

(i) In which group on this card does 

your child’s amount 

fall? 

of investment i 

Enter code 

56 

I I I I 

=rOmpt]-~lAsk(@ ............. .............. ............. ............. ............. ............. 

I I I I 

(b) Fixed Interest National Savings 1 

Certificates 

Yes .—W 1, 1 1 - Ask (i) 

No —e 2 2 2 - Go to (c) 

I I I I 

(i) In which group on this card does 1 I I I 

your child’s amount of investment 1 

fall? 

Enter code 

from prompt 

card Z ]-ml-~k(c) 

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

(c) Save As You Earn (National Savings) 1 

Include all issues 

3( 

~~~:::d) 

I I I I 

I I I I 

(i) In which group on this card does i I I I 

your child’s amount of investment i I I I 

fall? 

Enter code 

from prompt 

card Z ]-ml-Ask(d) 

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

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

WNE !357 

57 

Q. 82 (cent’d) 

Child’s Child’s Child’s I 

Prompt Cards Y & Z (cont?d) Per No. Per No. Per No. 

. ,., 

(d) Save AS You Earn(Building Societies) 

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

Include all issues 

‘ cHINVTy I Q082D I 

Yes ,—. 1 1 1 - Ask (i) 

(i) In which 

No -d 

group on this card does I 

2 

I 

2 

I 

2 - Go to (c) 

\ 

I 

child’s amount of investment 

fall? 

Enter code 

(O (e) Premium Bonds I I I I 

9 

Yes 

(i) In which group on this card does 1 I I I 


fall? 

Enter code 

(f) National Savings Income Bonds 1 

(i) 

Yes - Ask (i) 

No - Go to (g) 

In which group on this card does 1 I I I 


fall? 

Enter code 

(d National Saviw Deposit Bonds 

fi?~rompt]-~l.~k(g) 

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

Yes ,—- 1 1 1 - Ask (i) 

(i) In which group on this card does i . 1 I 


fall? 

Enter code 

I TO 

PUNCHERS 

TO 

IPUNCHERS 

TO 

IPUNCHERS 

I 

END KEYINGEND KEYINGEND KEYING 

11-lIS CHILD THIS CHILD THIS CHILD 

- See 83 

-SCC83 . 

KEY NEXT 

CHILD 

KEY NEXT 

CHfLD GO TO 

SEE PAGE 55 SEE PAGE 55 PAGE 58 

* 

~- 122

RECORD110 fF)~E B58 

58 

To all spenders ~ about 

under 16 in the household 

I+SSHPNO (635) @83 i - 

each child Use separate column for aach person with holding 

I 

Per, No. ........... ........... .......... ........... .......... ............ ........... .......... 

I i I I 

I I I I I 

83 You have already told me that you I I I I I 

or your child(ren) had the following 

during the last 12 months Ring code for each holding 

Current Account(s) -Page 43 Household 1 

9 

Schedule I 8NK I CUR& 

●National Savings Bank 

ordinary a/c(s) 

●National Savings 

Investment a/c(s) 

●Trustee Savings Bank ordinary 

savings a/c or investment 

Pages 

41&55 

1 

2 

NSO~ IY%C2 

3 

NSIN vnc3 

-lsB K 

deposit a/c(s) 

4 4 

9 ■ 

●Building Society account(s) 

‘::55 E 

*Deposit or savings a/c(s) at 

a high street bank 

. 

I I 

NS~t L (635Ci) @830 

■ 

* 

I I 

Index-linked N.S. Certificates 

1 1 1 1 

Fixed-Interest N.S. Certificates 

Pages 

43& 56 

2 2 2 2+ 

Save-as-you-Earn 

Save-as-you-Earn 

(Building Society) 

(N.S.) 

r 

8SSINE 6-) 

Go= I( : 

3 

4 

3 

4 

3 

4 

3- 

4 

Premium Bonds PREM6Nb (635@ 

Gto83 12 + 5 5 5 5 

National Savings Income Bonds 

6 6 6 6* 

I 

National Savings Deposit Bonds J 

7 

I 

I 

7 

I 

7 

I 

I I I I 


after tax 


before tax 

Unit trusts 

Local Authority securities 

Stocks, Shares, Bonds, 

Debentures after tax 

Stocks, Shares, Bonds, 

Debentures before tax 

No to all ~ 1 

I I I I 

7X 

I I I I I 

1 

N lL’f?ssEr ‘ (635 

I 

1 

I 

1 

I 

1 Go t 

next 

schedule

vftLIISS~ ~637~ Q083 22 

\- 

59 

fYViE B57 

Per. No. Per. No. Per. No. Per. No. 

1 I I I I 

I I I I I 

Refusal m 

Ineligible - less than ~1,OOO--- 

OFF. 

USE 

Ineligible - more than E1O,OOO_ 

Eligible - E1,000 - S1O,OOO—~ 

3 

4 

3 

4 

3 

4 

Eligible - D.K. any of savings _ 

5 5“ 5 

Eligible - D.K. some of savings _ 

6 6 6 

I I I I I 

I I I I I 

I I I I I 

I I I I I 

TO TO TO 

PUNCHERS PUNCHERS PUNCHERS 

END KEYING END KEYING END KEYING 

THISPERSON THtS PERSON THIS PERSON 

AND AND AND 

RETURN TO RET’URN TO REITJR.N TO 

START OF START OF START OF 

PAGE 58 PAGE 58 PAGE 58 

Ask Q.84 of all spenders who have savings at 83. 

Ask Q.84 about any children under 16 who have savings at 83. 

1 

2 

3 

4 

5 

6 

TKey 85 

Married couples (coded 1 or 2 at Q.6 on front page of Household Schedule) should be treated as 

one unit at 84 ie the current value of both their holdings should be added together when 

answering 84. 

All other spenders and children in the household should be treated individually and their 

amounts at 84 should be entered in separate columns. 

8 Thinking of the savings I’ve just 

b entioned, would you say that 

the total current value held by [you (and your wife/husband)l 

i 

Prompt 

where 

appropriate 

. 

[ your child 

’47 

Husband 

and wife 

(Yes, the value is) less than QI,000”” x 

(Yes, the value is) between E1,000 &-tlO,OOO Y 

I 

(Yes, the value is) more than f 10,000__ Z 

I 

Per.No. 

~ 

JY 

1 is 

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

x 

z 

BPcr.No. 

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

x 

Y 

z 

HnI 

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

to next 

x - SC % cdulc 

A k 85-93 

Y“ - wkere relevant

RECOI?J) 115 60 

To all with gurrcn~ bank account(s) at 83 

Others. DNA N 

85. At the end of last week/month did you have any money 

left in your current account after your household expenditure? Yes ~Y 

~ 

@ 

(a) Roughly how much was left at the end of last week/month? 

use separate line 

for each account 

Per Ring () 

No Line Amo~nt left 

No. ~ in account 

P 

% 

& 

? 

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

1 * 

................................. CUR~CBfi~ f6s8 ~~ GI085 

g 

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

2 

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

u 

g 

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

3 

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

u ................. 

4 

\ 

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

cURflCl?dO (638$ 

To all with savings accounts marked o at 83 

No —x 

3 

GI0852 

-%86 

- Ask (a) 

- See 8693 

Others. DNA *N -Sce87 

86. How much do you/your child .. 

have in each savings account? 

RECOf?~ ~i6 

Use separate line for each account 

Ring Describe account Amount in 

Per. No. Line 

(from Q.83) 

No. 

s account P 

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

1 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .................................... T 

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

2 

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

L....................... 

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

............,............ 

3 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....................... ........... * 

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

4 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .................................... A 

5 

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

1 

6 

......................... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....................... ............ A 

7 

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

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

-see 

12

P 

n 

PIKE !36/ 

Toti withIndex-linked and Fixed Interest N8tiod %&S ~matcs at 83 

87 (a) Which issues do you/your child hold? 

(b) In which month and year did you/your child acquire 

Others. 

each issue? 

RNA —N-SCC88 

~~com 

(c) What was the total value of the certificate(s) 

t 

when you/your child acquired them? 

Usc separate line for each issue 

$ , 

: 

Ring 

Per. No Line 

No. 

k 

F * 1 

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

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

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

s 

J ........... ........... 

2 ,. 

4 

~) 5 

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

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

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

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

6 

7 

8 

\ 

OFF. USE 

Ep 

(a) 

Issue details 

(b)Acquisition 

date 

Month Year 

(c)Total value 

of certificates 

when acquired 

E P 

* NSCRl_V~~ f65@ Q@Y 3 

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

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

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

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

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

T 

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

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

“tiSCRTrNO (65t@l) Q08Y 2 Scc 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 

d 

To all with National Savings SAYX. at 83 

88 (a) Which issues do you/your child hold? 

Others. DNA ~N - Goto89 

(b) In which month and year did you/your child start 

(c) How much do you/your child regularly pay? 

(d) How long does this cover? 

the S.A.Y.E? 

RECORD 118 

If ~crs to (a) - (d) incomple~ ask (c) otherwise acc 89 

(c) Approximately how much is therein the S.A.Y.E. now? 

Ring 

Per. No. Line 

No. 

1 

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

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

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

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

L 

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

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

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

i / \ 

2 

3 

4 

5 

6 

7 

OFF, USE 

+ 

E v 

I 

+ 

AL 

Usc separate line for ach issue 

(a) (b) ~$)t of JdJ of ~t~;eed 

hlla dettile 

When st tied 

regular payment payment current value 

MONTH YEAR E P E P 

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

.’ 

. . . . . . . . . . . . . . . ,. ..., . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

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

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

. . . . . . . . . . . . . 0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

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

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

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

62 

#VNE BG2 

To all with Building Society SA.YJL at 83 

Others. DNA -N SCC90 

89(a) 

o) 

(c) 

(d) 

In which month and year did you/your child start the S.A.Y.E.? 

How much do you/your child regularly pay? 

How long does this cover? 

If answers to (a) - (c) incomple~ ask (d) otherwise see 90 

Approximately how much is there iri the S.A.Y,E. now? 

I Use separate line for ach account I 

Ring (a) When (b) Amount of (c) Period (d) Estimated 

Per. No. 

r 

4 

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

L’oe 

. 

1 

started 

Month Year 

, 

. . . . . . ,. ..., 

regular payment 

E P 

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

of 

payment 

. . . . . . . . .,. 

current value 

& P 

OO ................................... 

BSfiyEVfi 

~ Q08q 

2 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .O O... ................................... , 

3 

Q ........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..O . . . . . ....................... ........OO 

~ 

4 

........... ........... . . . . . . . . . . . . . . . ... . . . . . . . . . . . .. 00 . . . . . . . . . ................................... 

: ........... ........... 

5 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..O . . ..O ................................... 

g’ 

c ........... ........... 

6 

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

7 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..OO 

L 

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

8 

To all with Premium Bonds ●t 83 

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

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..O ,.. . ....................... .......... 

Others. DNA -N See 91 

90 What is the Jotal valu~of all the Premium Bonds you/your child hold? 

No. s P 

. 

~ 

FRFF! . 

2 

~ 

. 

~ PREMBVRL (65’?+ 

L 

a 

* 1 

........................................... Gloqo 3 

o 

EJ 

m E 

3 

& I‘1 5 

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

see 91 

sec90 

127

To all with National Savings Income Bonds at 83 

63 

pfm 

Others. DNA. “N See 

91(a) How many National Savings Income Bonds do you/your child hold? 

(b) What is the total value of the Income Bonds you/your child hold? ~EcoRD lzj 

I USCaqmratc line for each ~n I 

; I“r-NOo Id 

Ring (a) 

income 

Number 

bonds 

of 

Iofincom’bo;dsl 

(b) Total value 

\@ 

* 

........................ . . . . . . . . . . . . . . . . ......................, ............ 

& 

g/ 

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

L 

2 

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

~ ......................... 

3 

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

z 

H 

UJ 

z 

4 

......................... T. 

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

5+ 

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

‘ing OFF. USE 

Per. No Line 

No. E P 

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

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

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

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

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

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

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

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

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

1 

2 

3 

4 

5 

6 

7 

8 

9 

10 

=NSINCIFJO (658~~ QOql 2 — 

To ail with National Savings Deposit Bonds at 83 

See 92 

92 (a) In which month and year did you/your child acquire each bond? 

(b) What is the total value of the Deposit Bonds you/your child hold? 

() 

863 

92 

NSINCWIL 4588 QOql S 

Others. DNA. N See93 

Use smaratc line for each bond I 

(b) Acquisition (b) Total value 

date of deposit bonds 

Month Year E P 

. . . . . . . .,. . ... . . . . . . . . . . . . . . . . . . 

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

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

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

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

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

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

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

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

see 93 

RECORD 122 

. 

128 

,

To all 

Stockq 

93. (8) 

(b) 

(c) 

ST 

QOq3 I 

Which securities do you/your child hold? 

(Give as full dctzi.ls as possible) 

64 

- 

fwiE B6 

Others. DNA -N Gotoncxt 

schedule 

How many shares, bonds etc. do you/your child hold of . . . . . . . . . . . . . . . . . . . . . .? 

(Ducribc Scxarity) 

Approximately how much is it worth? 

Use separate line for each security . 

RECORD 12 

‘ing OFF. USE 

(b) No. of (c) Total 

Per. No Line (a) Name of security 

shares/bonds value 

No. E P etc. E P 

1 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . ..O . . . . . . . . ..O. . . ..O 

2 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..O . . . .. OOO.. . . . . . . . . . . . . ..O. 

3 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..O , . . . . . . . . . . . . . . . . ..OO . . . . . 

4 

........... ........... . . . . . . . . . . . . . ..O . . . . . . . . . . . . . . . . . . . .. O.OO. . ..O .OO. .OO. . . . . 

5 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..OO . . . . . .. OOOO.OO. O 

6 

........... ........... . . . . . . . . . . . . . ..O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

7 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..O. . . . .. O.O. . . . . . . . . . ..O . ..OO 

8 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..O 

9 

........... ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..OO. . . ..O 

\ 

SnfsHrNo (660/9) 

Qo~3 2 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..O . . . . . . . . . . . . . 

=KSNv13~ (L60Bi ~0~3 3 

Go to next schedul 

129

. 

J?irst check at home: Ge neral PoinQ 

1 Is the correct serial number and person 

throughout the Income Schedule and its 

68 

number recorded at all relevant points 

continuation pages? 

2 Are all line and column numbers and relevant DNA codes ringed? 

(Exclude those sections you have skipped) 

3 Have period codes been entered at all relevant questions? 

Yes . . . . . . ..l I 1 

No, . . . . . . . 2 Added/Amended I I Ti 

Yes . . . . . . ..l * 

No . . . . . . . . 2 Added/Amended D Ti 

Yes . . . . . . ..l 

, PERIOD CODES:- 

No . . . . . . . . 2 Added/Amended n Ti 

[ ENTER AS SINGLE DIGIT] 

WEEK 1 

IWO WEEKS 2 

THREE WEEKS 3 

FOUR WEEKS 

CAL. MONTH 

THREE MONTHS 

SIX MONTHS 

YEAR 

OTHER PERIOD 

4 

5 

6 

7 

8 

9

FAMILY 

RECORD I13 

Off. Use. 

AREA NUM~ ~Do2.) 

QOO03 

EXPENDITURE 

---- 1 T m 1 . , . 

SURVEY -1988 

S838D 

I -. --- Qmo7 

IG -- 

>L 

SERNJUMD (Do3) HHhltJMD (Do+) 

Qooo+ INCONFIDENC#OOos 

All the particulars you give on this form will be treated in STRICT CONFIDENCE. 

Please do not put your name and address on it 

I 

The interviewer will call again on: 

DAY DATE TIME 

... .............................................. ..............- ........ 

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

PLEASE CHECK PAGE 36 

FOR INTERVIEWERSUS 

Cradit cards NO X 

at Q. 84 

(S838A) 

YES Y 

Explain Page 36 

rsgarding credit 

card interest 

1- 

. 

m 

Explain the diary 

procedure for recording 

goods obtained on credit cards 

Social Survey Division, OPCS 

St Catherine House, 

10 Kingsway 

London, WC2B 6JP 

131

2 

HOW TO FILL UP THIS BOOKLti 

1.This booklet should contain a complete record of everything which you youm.lf payfo~ other members of your 

household have separate booklets. 

2. Please include worything that you pay for during the fourteen days, whether it is paid for out of your own money, 

housekeeping, luncheon vouchers, money from a loan or any other source, and whether payment is by cash, cheque, 

postal order, giro cheque, credit card, chargecard or other means of payment. 

.~!. 

3. Write down the actual payments you make’during the fourteen days, even if the goods were obtained previously, or are 

going to be delivered later. If you buy anything by part exchange, piease give the amount paid after deducting 

the amount allowed in part exchange. 

4. Show each item, however-small, 

,. 

on a Separate iirm and the amount spent on it. Please do not, for example, write 

‘vegetables’ but show separately how much you-spent on potatoes, cabbages, frbzen beans, tinned peas and so on. It iS 

not necessary to write Q and p. signs in columns. 

5. If you ask someone else to buy things for you, anckyou pay.ior them, details of the purchases should be included in 

your own booklet. 

,. 

6.Credit card acquisitions. If you acquire any goods or services by credit card “e.g. Access, American Express, Visa, 

Diners Club”. Please record a description of the item and its price and write “CREDIT CARD” beside entry. PlOSSe 

exclude bankers cheque cards. 

7. Credit card ●ccount payments. if you have a credit card i.e. Visa, Access, American Express etc. and you pay ali or part 

of the account during these fourteen days of record keeping, please record any interest shown on the account on 

page 36. 

8. Chargocard ●cquisitions. If you acquire any goods or services on a charge card e.g. Marks and Spencer, Debenhams. 

piesse record a description of the item and its price and write “CHARGECARD’ beside entry. 

9. Food, soft drinks ●nd aicohotic drinks brought horn.. Please record any food, soft drinks and alcoholic drinks brought 

home on the left hand pages. Meais, snacks, soft drinks and alcoholic drinks bought and consumed away from home 

should be recorded on right hand pages. 

10. Where food, soft drink were purchased. Please record the name of the shop or store where you bought food and soft 

drink. If you are unsure of the name, please write a brief description e.g. “Corner shop”. 

See exampie on page 4. 

11. Daiiy shopping items (other than food). Please enter cigarettes, tobacco, matches, cleaning materials, toiletries, 

cosmetics, stationery, newspapers, magazines, books, postage and other daily shopping items (other than food). 

Please record the shop or store where you bought these items. If you are unsure of the name, pleaae write a brief 

description e.g. “Matches - Corner shop”. 

See example on page 5. 

12. Hlro Purcheso. If you start buying anything by installments on any of the fourteen days, write down the amount and 

state that it is the first installment, down payment, etc. 

If during the fourteen days you pay installments on any goods which you are already buying by instaiments, write down 

what the article is and how much you pay. 

13. Budget Accounts, Clothing Clubs, Mail Order Clubs, ●tc. If you pay anything into a budget acc~unt, clothing club, etc. 

during the fourteen days, please write each payment down with a description of the account or ciub into which it is 

paid. There is no need to record any goods you obtain from these clubs. 

14. Meais, snacks, soft drinks ●nd othor non-alcohoiic drinks bought ●nd consumed ●way from horns. Include any food or 

non alcoholic drinks bought and consumed outside the home. Non-alcoholic drinks include tea, coffee, milk, Horlicks 

etc. as well as fruit juices and other soft drinks. Even if these are taken on their own please record them here. AlSO 

please include breakfast, lunch, dinner, snacks, cups of tea or coffee if these are bought and consumed away frOm 

home. Meals, snacks or drinks bought at a workplace should be recorded separately from other meals. If you bought a 

snack please state what it comprised. 

See example on page 5 

15. Whoro meais ●nd snacks wero consumed. For meals and snacks purchased at places other than at workplace, p19@90 

ring code as to whether you eat the food on premises (code 1) or off the premises (code 2). . 

See example on page 5. 

16. B~r, wino ●nd spirits ●nd other ●lcoholic drinks bought ●nd consumed ●way from home. Please include alcoholic 

drinks taken on their own, at pubs, wine bars, ciubs, se well as alcoholic drinks taken with meals. Alcoholic drinks 

“taken home should be entered on the left hand page, see ‘beer’ example, page 4. 

If you have alcoholic drinks with a meal, please list these separately and indicate that they are taken with a meal, SOS 

example, page 5. 

Please specifiy the type of alcoholic drink eg beer, wine, sherry, vermouth, port, spirits, cider, perw, etC. 

132

——... .. - 

3 

1T.Wharoalaohdhdrhku ~.Wtter&bear, wine spirita~dother alcoholic drinks are bought and consumed 

●way kmwhama, pleaae..ringcodeaa to whetharcfrink W- purchased at.an.of.f-llcerrsed premises e.g. supermarket, 

off4imsrm& (ade.1 ) or.~ else e.g. public. house, restaurant’cm ch.ttv(code. 2). 

l&~~~ Ple6serecord:orrthe left hand pageany tak~away food which you bring home to eat, 

em ‘fish amt”chipd. im..exrnpt~. page 4. A4eo include Meals on Wheels. 

Pleaeeno&beaickth& entry if”the med was served hot. 

19_.Tak@sawayfoodcamuti.away fmm homa. Any take-away food. whicti is eithw consumed on the premises of the 

take-away food shop.or off tft~pramisasrbut rrottaken tiomeshould tm recorded’irrttre Meela out section on the right 

hand page, 

If consurnecboff the premisa~ pfaaa8 mte~basidw entry if the-.weffsewal hot. 

20. HaJJdayExpenaem Pkaae.aay.whattrw haliday,isin the lJ.K..or abroad. (a) If irrEngtand, Wales, Scotland or Northern 

Ireland givepaymentsduring. t~l 4daya.covered by this recorctin as much dated as.possible; if it is impossible to give 

each iterrraepsmately, ~ingte heeding (ag hcrlel,bitt) will do: (b) Ifimthe Chmw?ei.lstands, the!lsle ofMan, the Irish 

Republicur abcoad pkmrse:dmnot itemis~tbexpenses, but give theto!al,amount’ spent in the days covered by this 

IIOOidetand’thecoumtry whem-thehaliday isspent. Treat b~ne~lr.i~inthe~meway asholidays but remembar to 

note which items will be-refunded. 

21. Package hollday$; Where expenditure for a package holiday is,recorded could you pleasewrite ‘“PACKAGE” beside 

entry, 

22. Gifts and P~, Pl~saywttat. i~bought; and record it orrtheday.of purshaae. If money. is given, say that it iSa 

present of ~ arwlwrlm nwmiwd ‘it fmexample; ‘Present of-money to niece’ or ‘Mbney tcr daughter away at 

university’ In particutm, phascrdistinguish whether money is gjverr ta & rnarnberof tkhousehold or to someone 

outside the household. 

23. Pooket mon~ Pl”-se say who :raceived it. There is no n~.tcm racord.what. it was spent’ on. 

24. Clothing. For any clothing or footwear, includjng gjfts to pa@@~e-aay.for whom the iternis bought, also the sex 

and age, eg ‘shaas for:son, aged~l Cl,.aea example, page 5. 

25. Postal Ordere If you.buye poetelorder please record it, noting. its.vaiu~andpoundagmen separate lines. Note beside 

the postal order”the purpo~foc vuhictrit is to be used and tWdattk it will be posted.-See example page 5. 

26. Shopkeepers, Farmersi Ifiyour household obtains any fobdo.ratfser! ef~ i~own shop or farm, please Write 

down what is otMainad each day with its approximate value. If thswegoodaware not paid for at the timealso write ‘own 

shop’ or ‘own farm’ against each item. 

27. Betting. If yow_a@n9bFdurin@h& ourtaerrdays covered by this booklet, please state what they are (sweepstake, 

bookmaker, to.talisatur, W’go, lottery, etc. ) and give the amountadfyaureoeiva any winnings during. the fourtaendays 

please give details in question 2.on page 36. 

28. Permanent ~~; Any. axpsmditure for a permanent secunddwelling should be indicated. 

please look through the Ii@shown Onpage37of this bookl~, it may remind you of items which you may have forgotten 

to record. 

Please use page 38 for any notes you may wirjh to make for any exptar?ationof, your purchases.

Food and drink brou ht home (except take-away meals). 

Include alcoholic drtn% s and soft drlnka brought home. 

. . . . . . . ...bmb..(%?=hl . .................... 

. . . . . . . ...kd..nwd. ........................ 

..........%dndf-o . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

4 

EXAMPLE PAGE 

. . . . . . . . ...cd.(kmR.Q........................< 

............R@.d?k..(k2aw? mQhd 

............tk..(.smdww?i).. . ........... 

...........qiliiduti&.M).. 

. ... . . .. 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . # 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

> 0 ...,,.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..! 

Name of shop 

or store 

where item bought 

41 

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

u 

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

51 

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

................. -Face 

8. 

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

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

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

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

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

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

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

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Take-awa meals brought home, eg fish ●nd chlpa, take-away Chinese food, 

Meals on b heels, etc. 

. . . . . . ..%&d.. m.@..@Q0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

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

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5 

EXAMPLE PAGE 

Phase write each item on e separate line 

Meals, snacka and ~atcohok chinks (tncludirtg aoff drtnks) bought ●nd 

consumod ●way from horn.. Incfuda UPS and samlce charge. 

(1) Bought at w~ canteen, atatf;dfnlng room, ●tc. 

. . . . ..sm...~..h~3 . . . . . . . . . . . . . . . ..i . . . . . . . . . . . . . . 

. . . . . . . . . . . . ... . ... ..~.~...k . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . 

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

(2) Bought at cafe, mataurant, hotel, fish andchlp shop, 

sandwtch bar, pubf{c house, school show tuck show 

cin~ etc. 

. . . . ...Md..d..kJ.tipQ. .. . .......... 

-. . . .................. 

......Tm5i-i- .Cke5e.%w’AIt&.Chofil 

( \ .......Ba.mfi..cJw5kak 

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

. . 

Beet, wine, spirtts and other alcoholk drinks bought 

and consumed away from home,. 

. . . ...hin.d!a.lvbd)....m. . .. . .......... 

.......%(M........................................... 

Dally shopping items (other ttun.faad) G- ci~ettes, tobaccc 

matches, cleaning materiats, tbtJ-atrla&cosmetlca, stationery, 

newspapers, magazin~. bookq pastage etc. 

........ Mq-.-hQ3 ...... ......................................... 

........ Td*E...,, ... ............................... 

..... %@-wpca .. . .... ................................... 

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

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

Clothin~; clothlng matuials. ●ntt fuoMaaK 

CONSUMED 

ON OFF 

?EMISE9PREMISE: 

o RING 

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~iCOllCO(Pub, 64C] 

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( -,.......%csfm.~c..sfm.. * 

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Travel by rail, bus air, taxi, Motor vehicles (purchaee, pstrol, oil and 

repairs), Cycles ●tc. 

. . . . . . . . . . .. Hus..&f& ............................................. 

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

J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...!..... . . . . . . . . . . . . . . 

Any other payments msdc tu-cMy, wtttr full details, e.g. fuel and Ilght (including 

paymonta Into meters), ●ntertainment hafrdraasln~ holidays, furniture, 

household goods, domestic help. 

. . . .kbd orck:.b&4N 

pmls.f?mkd .* .Ml 

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135

MON TUE WED THUR FRI SAT SUN 6 

RECORD OF EXPENDITURE FIRST DAY 

. 

Please write each item on a separate line 

Food ●nd drink brou ht home (oxcopt tako-awsy moab). 

lncludo ●lcohotk drtn% 8 ●nd soft drhtka brought homw 

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

. . . . . . . . . . . . . . . . ...0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

RECORD 114 

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DCf?SHP@oS) 

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

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Date . . . . . . . . . . . . . 

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

~ITUVICOD fDo9) ............ Qoooq ..... — 

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DQuFIL @lO~ 

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J* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..4 

Name of shop 

or store 

where item bought 

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Glooo8— 

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

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.Qooofo - 

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

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

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. . . . . . . . . . . . . . ...! 

Take-awa meals brought home, eg fish and chlpe, take-away Chinese food, 

Meals on Zvheels, 

●tc. 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..! 

. . . . . . . . . . . . . . . . . . . . ,.. ., O.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

Amountp 

i? 

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( 

FOURTEENTH DAY (corrtinued) 35 

Please write each item on a separate line 

Meals, snacks ●nd non-alcoholic drinks (including soft drinks) bought and 

consumod ●way from home. Include tips ●nd sonrics charge. 

(1) Bought at workptace, canteen, staff dining room, etc. 

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

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...”..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

-... ! 

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(2) Bought ●t cafe, restaurant, hotel, fish and chip shop, 

sandwich bar, public Irouee, schooi shop, tuck shop, 

cinema, ●tc. 

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

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

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

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

Beer, wine, spirits and other alcohoiic drinks bought 

and consumed away from home. 

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

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

Daiiy shopping items (other than food) e.g. cigarettes, tobacco 

matches, cleaning materials, toiletries, cosmetics, stationery, 

newspapers, magazines, books, postage etc. 

. . . . . ... . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

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

. . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 

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

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

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

Clothing, ciothlng materiais and footwear. 

CONSUMED 

ON OFF 

REMISESPREMISE! 

RING 

1 2 . . . . . . . . . . . 

1 2 

1 2 

1 2 

Where 

purchawcl 

on Olhar 

Licenca (Pub, elc] 

RING 

1 2 

1 2 

1 2 

Namaofshop 

oratorawhere 

Ilem bouaht 

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

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

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

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

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

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

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

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

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

Travel by rail, bus air, taxi, Motdr vehiclas “(purchase, petroi, oii and 

repairs), Cycies ●tc. 

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

., 

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

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

Any other payrnentamade lo-day, with full details, e.g. fuel and light (including 

payments into meters), ●ntertainment, hairdressing, hoJidays, furniture, 

household goods, domestic heip. 

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

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

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AL&s;: 

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

Amountp 

c D 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . . . 

. . . . . . . . . .! 

. . . . . . . . . ., 

. . . . . . . . . . 

. . . . . . . . . . 

. . . . . . . . . . 

. . . . . . . . . . 

.,. 

. . . 

. . . 

. . . 

,.. 

,.. 

. . . 

. . . 

. . . 

. . . 

,.. , 

,.. , 

. . . 

,.. , 

,.. 

,.. 

,.. 

,.. 

.,. 

. . . 

,.. 

OFF. USE. 

PleaaaIaava 

1 

I 

I 

I 

I 

I 

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

1 

. . . ! . . . . . . . . . 

I 

. . . ! . . . . . . . . . 

1 

1 

I 

I 

I 

. . . ~“”””””””” 

I 

...~.--.’”””” 

1 

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

& 

I 

.C. f.”””””””’ 

1 

I 

I 

I 

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1 

t 

. . . . . . . . . . ..! 

I 

. . . . . ...”..... 

I 

. . . . . . . . . . ...! 

I 

I 

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

I 

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

I 

I 

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

I 

I 

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

I 

I 

1 

1 

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

I 

1 

t 

, . . . . . . . . . . . . 

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1 

, 

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. . ... !........ 

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. . .. ~........ 

1 

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1 

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. . . . 1........ 

I 

1 

1 

. . . . &.. . . . . . . . 

1 

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

[f of are to be claimed as business or will be refunded add ‘to be claimed or refundet 1 

I 

1 

. . 

. . 

. . 

. . 

. . 

. . 

. . 

,.. 

,.. 

,.. 

,.. 

,.< 

,.. 

,., 

. . . 

. . . 

. . 

. . 

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. .

1. Expansea- wfwtded or clalmed 

Pfueae~paftkulers below of any’ expenditure (eg motor car; trsmeiling,. hotel expenses) 

~a8~~luL.thh ~ which: 

(8) h&ve~y beet? refunded. by & business or orgami~on or 

(b)’ h’aw alPeedy beem claimed” = expenses from a business or organisation; or 

36 

(c) will’ definitdybe - claimed by yau in the future as expenses from z business or organisation; or 

(d) wilt be entered as expenses in making your income tax return. 

~ 

Date 

expenditure 

incurr~ 

Description of busineSs 

expenaa refunded or 

claimed or m be CJaimecl 

from buainees orgeWaation. 

If food, alcoholic 

or soft.drink 

brou@t home, 

Name of chop 

where bought 

maunt refunded \ 

? 

or claimed 

f P 

aff. uaE 

PLEAaE 

LE&VE 

8LANK 

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

I 

1“ 

2 

I 2 

........................................................................ .........,..... I II ‘2 

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

1 I 2 

.....................................................,.,..-.

-. 

( 

( 

. ... . . ---- ___ ...—-... ->.- ..——.. . 

REFERENCE LIST OF IMPORTANT ITEMS OF EXPENDITURE 

37 

Of the hundreds of different things which it is possible to buy, the following is only a list of examples. Please look 

through this list in case it reminds you of any purchase which you have forgotten to record. 

Food- 

Bread, cakes, buns, biscuits, chocolate biscuits, flour. 

Breakfast cereals, rice, spaghetti, custard powders. 

Beef, veal, mutton, lamb, pork, bacon, ham, poultry, sausages, tinned meat, rabbit, offal (hearts, liver, kidney etc). 

Fresh or smoked cod, haddock, plaice, herrings, tinned salmon, sardines. 

Milk (fresh, dried, condensed). 

Margarine, lard, suet, cooking fat. 

Eggs, butter, cheese. 

Tea, coffee, instant coffee, cocoa. 

Sugar, syrup, jam, marmalade, honey, lemon curd. 

Fresh, dried, frozen or tinned potatoes, chips, crisps, tomatoes, peas, beans, carrots. 

Fresh, dried, frozen or tinned apples, oranges, plums, pears, peaches, pineapples, apricots. 

Bottled or tinned tomato juice, grapefruit juice, orange juice. 

Pickles, sauces, soups, jellies, salt, pepper. 

Mustard, vinegar, spices. 

Lemonade, lemon squash, fruit cordials, soda water. 

Food for animals and pets. 

Take-away mea18- 

Fish and chips, Chinese food, Indian food, Fried chicken, Meals on wheels. 

Meals, snacks and non-alcoholic drtnks bought ●nd consumed ●way from home- 

Tea, coffee, snacks, sandwiches and meals bought and consumed at work, in restaurants, cafes, hotels, public 

houses, in parks, in cinemas. 

Ice cream, soft drinks, sweets and chocolate. 

Alcoholic drlnks:- 

Beer, ale, stout, wines, spirits, cider. 

Cigarettes and Tobacco, Newapapera, Magazines, Books, Poatago- 

Cigarettes, tobacco, cigarette papers, cigars, pipes, pouches, lighters, lighter fuel, cigarette cases. 

Books, newspapers, magazines, stationery. 

Stamps, postal orders, poundage, telegrams, telephone calls. 

Fuel and light, Household gooda, Claanlng matarlals, Furnltura:- 

Coal, coke, gas, electricity, paraffin and other fuel oil, firewood, candles, nightlights, matches. 

Soap, soda, cleaning powders, detergents, polishes. 

Paint, distemper, wallpaper. 

Dustbins, pails, brushes, brooms, tools, screws, nails. 

China, glass, bowls, kettles, saucepans. 

Suites or separate articles of furniture. 

Radio, television sets or parts, hi-fi, cassettes, pianos, music. 

Mattresses, pillows, sheets, blankets, tablecloths, towels, curtains, teacloths. 

Carpets, rugs, linoleum, mats, floor covering. 

Fires, cookers, vacuum cleaners, refrigerators, wringers, washing machines, spin-driers, sewing machines, irons, 

electric lamps, bulbs and fittings. 

Clocks, watches, jewellery, cutlery, suit-cases, handbags, sports goods. 

Repairs to furniture, radio, TV and watches. 

Travel:- 

Journeys by rail, bus, air, taxi, including fares to and from work. 

Purchase, repairs and running costs of cars, motorcycles, prams, pushchairs, carry cots. 

Clothing, Clothing materlais, Footwear+ 

Overcoats, raincoats, suits, costumes, skirts, sports coats, trousers, blazers, slipovers, overalls, aprons, dresses, 

blouses, hats, gloves. 

Vests, pants, pyjamas, shirts, knickers, slips, corsets, brassieres, nightdresses, socks, stockings, tights. 

Dress material, knitting wool, thread, braces, ribbons, scarves, patterns, handkerchiefs. 

Boots, shoes, slippers~sandals. 

Payments to clothing clubs. 

Other payments:- 

Video rental, hire of cassettes, TV rental. 

Home computer, TV games. 

Cameras, photographic materials, developing and printing of films. 

Flowers, seeds, plants, garden tools, Iawnmowers. 

Animals and pets. 

Toys, games, playing cards. 

Shoe repairs, laundry, dyeing and cleaning, domestic help. 

Football pools and other betting, Bingo, etc. 

Children’s pocket money, birthday presents, money given to charities, raffle tickets. 

Payments to chemists, doctors, dentists, opticians, chiropodists. 

Holiday expenses. 

Purchase of Savings Certificates, Premium Bonds, etc. 

House purchase, repairs and improvements. 

Cinemas, theatres, concerts, football, cricket, dog-racing, dances. 

face face cream mascara talc sanitaw towels deodorant 1

. ..-. ... .. — .—___ . —-~_ 

—— .?,-.. -,. . . . . . . 

—— 

..— —. —-— ) 

. ...-. 

N- 

38 

~.-t-apaoe balaw for any explanation of ywrpuccbah yvu.may wistrto make. 

0’ 

L 

1

INTERVIEWER USE 

ASK INFORMANTS 

1.) Are you likely to buy any postal ordars in the next two weeks? 

2.) During the next two 

weeks, will you make any 

regular payments to the 

No 

None ~ X 

Milkmen? x 

Newsagent? x 

Football pools? x 

Window cleaner? X 

or Any other? x 

SPECIFY 

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

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

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

INTERVIEWER NOTE 

Yes 

low often do you pay 

he . . . . . . . . .. . . . . . . . .. . . . . . . . . . . . ? 

Weekly 

1 

1 

1 

1 

1 

L1 

1 

Fortnightly 

2 

2 

2 

2 

2 

2 

2 

No .................. X - GO to 2’ 

Yes .................. Y - Value of postal 

Other- 

If grocery or butchers account to be paid please explain that items must go on separate lines 

and we need to know if fresh, frozen, tinned etc. and type of meat e.g. pork, lamb, beef. 

Milk bill e.g. cream, milk, bread etc. should be separated. 

3.) Have goods been purchased with 

credit card or chargecerd? 

(i) Has ‘“credit card” or ‘“chargecard been written 

beeide each relevant entry? 

3 

3 

3 

3 

3 

3 

3 

order and poundage 

should go on separate 

line. Purpose and data 

postal order sent 

should be recorded. 

1 [ 

-THOSE CODED 3: (/) IF DAY 

WILL YOU PAY IN DIARY USUALLY 

THIS DURING THE PAID 

NEXT TWO WEEKS? DAyS DAYS 

Yes No 1-7 I 0-14 

Y 

Y 

x 

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

x ............. .............. ............. 

v x ............. ............-. .............. 

t 

Y x ............. ............---............... 

Yes .................. Y - sea(i) 

Y x ............. .............. ............. 

No . .. .. . .. . . .. .. . . .. X- GO to 4 

Yea . . .. . . . . . . .. . . . . . . Y- Go to 4 

No . . . . .. . . . . .. . . . . .. X- Probe and enter 

then go to 4 

4.J Has cradit card account been paid? Yes . . .. . . . . . . . . . . . . . . Y - Sea (i) 

No .................. X - No action req’d 

(i) Has intereston account bean entered on page 3s? Yes .................. Y - No action req’d 

No . .. . . . . . . . . . . . . . .. X - Probe and enter 

if paid. 

141

40 

Futihor information required 

It would be helpful if you could have the following 

information and/or documents available for the interviewer 

when they call next time. 

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

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

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...!. . . . . . . . . . . . . . . . . . 

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

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

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

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

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

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

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

OPEN - ESDS

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