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Financial Lives survey
Based on nearly 13,000 face-to-face and online interviews, Financial Lives is our largest tracking survey of adults and their finances. It reveals a wealth of information about different types of consumer and their experiences of financial products and services. -
Financial Lives: The experiences of vulnerable consumers [pdf]
This research aims to enhance the FCA's understanding of the experiences of consumers who show characteristics of vulnerability. It will inform the FCA's work in relation to vulnerable consumers, including guidance for firms on the fair treatment of -
Financial Lives 2020 survey: Questionnaire [pdf]
The questions used for the Financial Lives Survey 2020. File updated to include autotag accessibility requirement. -
Financial Lives survey: Frequently Asked Questions on Short follow-up survey on the impact of the rising cost of living [pdf]
Frequently Asked Questions on Short follow-up survey on the impact of the rising cost of living as part of the Financial Lives survey. -
Financial Lives reports: addenda et corrigenda [pdf]
This addenda et corrigenda covers 2 Financial Lives publications: Understanding the financial Lives of UK adults (October 2017) and The Financial Lives of consumers across the UK (June 2018). -
Financial Lives 2020 survey: Crib Sheets [pdf]
The FCA have provided these crib sheets to help you navigate the Financial Lives 2020 survey. This condensed document acts as a quick reference guide to the topics covered within Financial Lives 2020 survey questionnaire but without all the detail. -
Financial Lives 2022: Key findings from the FCA’s Financial Lives May 2022 survey [pdf]
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. -
Financial Lives 2022 survey - Crib sheets [pdf]
This document is a quick introduction to topics covered in the questionnaire for the 2022 survey. -
Financial Lives Survey 2017: Questionnaire [pdf]
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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. -
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.