Financial Lives resources library

Available materials from the Financial Lives surveys including publications, questionnaires and data.

Reports

2024

• Financial Lives cost of living (Jan 2024) recontact survey: Consumers and the rising cost of living (PDF)[1]
   
• Financial Lives cost of living (Jan 2024) recontact survey: Summary[2]

2023

Consumer experience of the rising cost of living – the burden of bills and ways to get support[3]

2022

• Main report - Key findings from the FCA’s Financial Lives February 2022 survey[4]
   
• Executive summary[5]
   
• Insights on vulnerability and financial resilience relevant to the rising cost of living[6]
   
• FCA outcomes and metrics[7]

2020

• Main report - Financial Lives 2020 survey: the impact of coronavirus[8]
   
• Executive summary[9]
   
• Consumer research to inform the Financial Advice Market Review[10]
   
• FCA outcomes and metrics 2020[7]

2017

• The financial lives of consumers across the UK[11]
   
• Understanding the financial lives of UK adults[12]
   
• Quantitative research to inform the Financial Advice Market Review Baseline[13]

Sector slide decks

2022

• Retail banking, savings and payments[14] 
   
• Consumer investments and financial advice[15]
   
• Pensions (accumulation and decumulation)[16]
   
• Credit and loans[17]
   
• Mortgages[18]
   
• General insurance & protection[19]

Questionnaires

2024

• 2024 Questionnaire[20]

2023

• 2023 Questionnaire[21]

2022

• 2022 Questionnaire[22]
   
• 2022 quick reference guide[23]

2020

• 2020 Questionnaire[24]
   
• 2020 quick reference guide[25]
   
• Covid-19 Panel Survey (October 2020)[26]

2017

• 2017 Questionnaire[27]

Technical Reports

• 2022[28]
   
• 2020[29]
   
• 2017[30]

 

Data Tables

2024

• Financial Lives 2024 tables[31]

2023

• Financial Lives 2023 tables[32]

2022

• Financial Lives tracker tables: 2017-2020-2022[33]
   
• Financial Lives 2022 tables[34]
   
• Data table user guide 2022[35]
   
• Appendix A to the Financial Lives 2022 main report[36]
   
• Tables for the 2022 insights on vulnerability and financial resilience relevant to the rising cost of living report[37]

2020

• Financial Lives 2020 tables[38]
   
• Data table user guide 2020[39]
   
• Appendix A to the Financial Lives 2020 main report[40]
   
• Covid-19 panel survey tables[41]

2017

• Financial Lives 2017 tables[42]
   
• Data table user guide 2017[43]

Survey raw data

Raw data from the Financial Lives surveys and from the Covid-19 panel survey can be accessed on application from the Consumer Data Research Centre (CDRC)[44].