The Financial Capability Survey is a nationally representative survey of adults living in the UK. The questionnaire covers the building blocks of financial capability:
We ran the survey in 2015 and again in 2018. The 2018 survey has many additional questions, for example around retirement planning among adults of working age and financial resilience in older people.
You can look separately at results for Northern Ireland, Scotland or Wales - we carried out over 1,000 interviews in each devolved nation.
The 2018 survey technical report gives more details about how we collected and processed the data.
The survey informs the Money Advice Service (MAS) approach to commissioning. We use it to:
The 2018 building blocks technical report describes the analysis in much more detail.
We would like as many people as possible to use and share the findings. The data is freely available and may be used with acknowledgment. The full 2018 dataset is available from the UK Data Archive.
We have included key questions from the survey in our outcomes frameworks and question banksopens in new window, which are designed to help organisations measure changes in people’s financial capability.