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Financial Lives 2022 survey - Crib sheets [pdf]
This document is a quick introduction to topics covered in the questionnaire for the 2022 survey. -
Caveats to tracking: 2020 to 2022 Financial Lives surveys [xlsx]
For some questions, small changes have been made between the Financial Lives surveys meaning results are not directly comparable, we detail these changes in this document. -
The Financial Lives 2022 survey: Technical report [pdf]
This report details the methodological approach to the third, 2022, wave of the FCA’s Financial Lives survey, undertaken between 1 February and 6 June 2022. -
Financial Lives 2022 survey: Consumer investments and financial advice [pdf]
These slides provide selected findings on consumer investments and financial advice as part of the Financial LIves 2022 survey. -
Financial Lives cost of living (January 2023) recontact survey: Questionnaire [pdf]
The questions for the Financial Lives cost of living (January 2023) recontact survey. -
Financial Lives 2022 survey: Data tables user guide [pdf]
This guide accompanies the Financial Lives 2022 survey data tables. Both are published alongside the FCA's latest report: Key findings from the FCA’s Financial Lives May 2022 survey. -
Financial Lives Survey 2020 data tables corrigenda [pdf]
This document provides more information on the changes the FCA made to some 2020 published results/data tables for the Financial Lives Survey, as it identified the need to improve data weighting. -
Information on retail intermediary market 2021 - July 2023
FCA provides information on retail intermediary market 2021. -
Financial Lives Survey 2022: Weighted data tables: Volume 16 - Topic-based short question sets [xlsx]
These are the weighted data tables from the Topic-based section of the Financial lives 2022 survey. The survey gives detailed information on UK adults, their product holding, attitudes and engagement with financial providers. -
Financial Lives Survey 2022: Weighted data tables: Volume 7 - Payments [xlsx]
These are the weighted data tables from the Payments section of the Financial lives 2022 survey. The survey gives detailed information on UK adults, their product holding, attitudes and engagement with financial providers.