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  1. Financial Lives survey 2022: Appendix A: Product holdings [xlsx]

    Financial Lives

    Published: 26/07/2023

    We cover just over 100 different products or groups of products in the Financial Lives survey.  This document shows the proportions and numbers of UK adults holding them for 2017, 2020 and 2022.
  2. Financial Lives 2022 survey: Questionnaire [pdf]

    Financial Lives

    Published: 26/07/2023

    The questions used for the Financial Lives Survey 2022.
  3. Financial Lives 2022: Key findings from the FCA’s Financial Lives May 2022 survey [pdf]

    Financial Lives

    Published: 26/07/2023

    In this report the FCA presents its 2022 survey results alongside those from the earlier surveys in 2017 and 2020 to show trend data over the past 6 years.
  4. Financial Lives 2022 survey: Retail banking, savings and payments [pdf]

    Financial Lives

    Published: 26/07/2023

    These slides provide selected findings on retail banking, savings and payments part of the Financial Lives 2022 survey.
  5. Financial Lives 2022 survey - Crib sheets [pdf]

    Financial Lives

    Published: 26/07/2023

    This document is a quick introduction to topics covered in the questionnaire for the 2022 survey.
  6. Caveats to tracking: 2020 to 2022 Financial Lives surveys [xlsx]

    Financial Lives

    Published: 26/07/2023

    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.
  7. The Financial Lives 2022 survey: Technical report [pdf]

    Financial Lives

    Published: 26/07/2023

    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.
  8. Financial Lives 2022 survey: Consumer investments and financial advice [pdf]

    Financial Lives

    Published: 26/07/2023

    These slides provide selected findings on consumer investments and financial advice as part of the Financial LIves 2022 survey.
  9. Financial Lives cost of living (January 2023) recontact survey: Questionnaire [pdf]

    Financial Lives

    Published: 26/07/2023

    The questions for the Financial Lives cost of living (January 2023) recontact survey.
  10. Financial Lives 2022 survey: Data tables user guide [pdf]

    Financial Lives

    Published: 26/07/2023

    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.
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