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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. -
Video transcripts: Financial Lives Survey 2020 [pdf]
Transcripts for Covid-19’s impact on financial resilience and how those affected by Covid-19 are having to rein back their spending videos. -
The FCA publishes latest review of sales incentives at retail financial services firms
All the major retail banks have either replaced or made substantial changes to financial incentive schemes, which played such a major role in the mis-selling scandals of recent years, the Financial Conduct Authority (FCA) revealed today. -
The Financial Lives 2020 survey (Wave 2): Technical report [pdf]
This report details the second wave of the FCA's Financial Lives survey, undertaken between 30 August 2019 and 18 February 2020. File updated with accessibility tags -
Financial Lives cost of living (January 2024) recontact survey: Questionnaire [pdf]
The questions for the Financial Lives cost of living (January 2024) recontact survey. -
Financial Lives Survey 2017: Data Tables: User Guide [pdf]
This guide provides key information about using the weighted data tables for the Financial Lives Survey 2017. The Financial Lives Survey 2017 is a robust large-scale quantitative survey, using random probability sampling to recruit respondents to a -
Financial Lives Survey 2017: Technical Report [pdf]
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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 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. -
Latest news and FAQs for CF Arch cru investors
Investors in the CF Arch cru funds can get their adviser to review the way the investment was sold, to see if they are entitled to compensation -
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.