Methodology related to income and wealth

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  • Income estimates for small areas in England and Wales, technical report: financial year ending 2020

    Methodology | Released on 11 October 2023

    Methods used to produce small area income estimates for local areas in England and Wales; Middle layer Super Output Areas (MSOAs), covering on the quality of the models and estimates.

    Keywords: net, model, income, gross, Equivalisation

  • Living Costs and Food Survey QMI

    Methodology | Released on 1 August 2023

    Details the strengths, limitations, uses, users and methods used for the Living Costs and Food Survey.

    Keywords: technical report, food, living costs

  • Household Finances Survey QMI

    Methodology | Released on 21 July 2023

    Quality and Methodology Information (QMI) report for the Household Finances Survey (HFS), detailing the strengths and limitations of the data, methods used, and data uses and users.

    Keywords: Household, Finances, Survey, Quality, Information

  • Admin-based income statistics QMI

    Methodology | Released on 20 December 2022

    Quality and Methodology Information (QMI) for admin-based income statistics in England and Wales, detailing the strengths and limitations of the data, methods used, and data uses and users.

    Keywords: Administrative data, quality, methodology, individual income, occupied address income

  • Household Finances Survey

    Methodology | Released on 5 April 2022

    An overview of the Household Finances Survey.

  • The effects of taxes and benefits on household income, technical report: financial year ending 2020

    Methodology | Released on 8 June 2021

    This technical report provides an update on how the effects of taxes and benefits on household income (ETB) datasets for financial year ending (FYE) 2018 to FYE 2020 are produced. It contains information relating to questionnaire changes and new or changed methodology for these years.

    Keywords: transformation, benefits in kind, top income adjustment, unit of analysis

  • Improving the measurement of household income

    Methodology | Released on 26 November 2020

    Headline measures of household income and inequality produced using the new Household Finances Survey (HFS) data source, comparing them with previously published estimates derived from the Living Costs and Food Survey (LCF).

    Keywords: economy, income, wealth, inequality

  • Income estimates for small areas in England and Wales, technical report: financial year ending 2018

    Methodology | Released on 5 March 2020

    Methods used to produce small area income estimates for local areas in England and Wales, known as Middle layer Super Output Areas (MSOAs), including information on the quality of the models and estimates.

    Keywords: small area income estimates, local area income, total annual income, disposable annual income, housing costs

  • Moving the Wealth and Assets Survey onto a financial years’ basis

    Methodology | Released on 8 July 2019

    Guidance and methodology in moving the Wealth and Assets Survey (WAS) from waves to financial years.

    Keywords: pensions, finance, property, wealth, household, WAS

  • Measuring wealth on an individual level

    Methodology | Released on 30 October 2018