The questionnaire covers the building blocks required for people to feel financially resilient, confident, and empowered. These include:
- Current and longer-term financial wellbeing
- Day-to-day behaviours like managing credit, active saving and keeping track of spending
- Planning behaviours like pension saving and building resilience against expected and unexpected life events
- Enablers and inhibitors like confidence, sense of control, financial numeracy and engagement with money information, advice, and guidance.
The survey has previously been conducted in 2015 and 2018. For the 2021 survey, we have added some questions to help us assess the impact of the COVID-19 pandemic, on financial wellbeing.
There are separate survey results for Northern Ireland, Scotland and Wales. Approximately 1000 interviews were carried out within each devolved nation, and for 2021 there has been an increase in the number of interviews in each of the government regions in England.
Read the 2021 survey technical report to learn more about how we collected and processed the data.