The Money and Pensions Service's Financial Wellbeing Survey 2021 "is a nationally representative survey of over 10,000 adults living in the UK. The questionnaire covers the building blocks required for people to feel financially resilient, confident, and empowered." The 2021 survey builds upon previous Financial Capability Surveys carried out in 2015 and 2018.
The CDRC holds the anonymised individual records containing the responses from each survey participant. Access to this data is available through the CDRC Data service.
The survey answers are available as two record-level CSVs (one with codes and one with labels). There is also a code to a label lookup file, a questionnaire copy and a technical report.
The survey questions and answers are grouped into the following sections:
- Basic demographic questions (age, sex, location (using 2011 LSOAs to approximate), employment status, internet usage)
- Household composition
- Life/financial satisfaction and confidence
- Debt/current finances
- Money attitudes
- Goals
- Current account, budgeting, shopping around
- Managing credit use
- Saving
- Resilience and insurance/protection
- Planning for Later Life (66+)
- Advice, guidance and life events
- Retirement planning (working age)
- Financial Numeracy (quiz)
- Income
- Demographics (e.g. ethnicity, religion, health, education)
Data and Resources
| Field | Value |
|---|---|
| Modified | 2024-02-22 |
| Release Date | 2023-03-20 |
| Frequency | Irregularly |
| Spatial / Geographical Coverage Location | United Kingdom |
| Temporal Coverage | January 2021 to December 2021 |
| Granularity | Household |
| Author | |
| Contact Name | Oliver O'Brien |
| Contact Email | |
| Public Access Level | Public |