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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. -
Publications
Policy and guidance, corporate documents, notices and decisions, data, research and forms -
Financial Lives 2022 survey: Credit and loans [pdf]
These slides provide selected findings on credit and loans as part of the Financial LIves 2022 survey. -
Financial Resilience Survey
Solo-regulated firms might need to complete this short survey to help give us an accurate view of firms’ financial resilience. -
The financial lives of consumers across the UK - Key findings from the FCA’s Financial Lives Survey 2017 [pdf]
This FCA report analyses the results from the Financial Lives Survey 2017 geographically. -
Consumer Duty resources
Find publications about the introduction of the Consumer Duty including news, speeches and podcasts. -
GC19/3: Guidance for firms on the fair treatment of vulnerable customers [pdf]
Protecting vulnerable consumers is a key priority for the FCA. There are many different drivers of vulnerability, and our Financial Lives Survey showed that 50% of UK adults display one or more characteristics of being potentially vulnerable. -
Financial Lives 2022 survey: General insurance and protection [pdf]
These slides provide selected findings on general insurance and protection as part of the Financial LIves 2022 survey. -
Treating vulnerable consumers fairly
Find out about our work on the fair treatment of vulnerable customers, including why vulnerability matters, how it affects your firm, and our guidance on supporting customers in vulnerable circumstances. -
Financial Lives Survey 2017 UK data questions [csv]
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 -
Research Note: Deferred Payment Credit [pdf]
Findings from the Financial Lives Survey.