Measuring financial capability using a short survey instrument: Instruction manual

In 2009 the Personal Finance Research Centre was commissioned by the Financial Services Authority to develop a short version of its Baseline Survey of Financial Capability questionnaire which could be used to inform future financial capability measurement in the UK.

The intention is that this manual would provide researchers with a toolkit comprising appropriate questions that could be used to create indicators of financial capability, and a simple method for creating those indicators. The approach can be replicated across different groups and over time.

Measuring financial capability using a short survey instrument: Instruction manual (PDF, 1,077kB)