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‘Keeping in touch’ on the Wealth and Assets Survey (WAS)
Oliver Tatum and Angie Osborn
Understanding Society Research Conference 2013
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Outline
• WAS background
• Longitudinal issues
• Experiment design
• Research findings
• Future plans
• Questions
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WAS background
Wealth & Assets Survey (WAS)
Longitudinal survey of private households in GB
All adults over 16 years (excluding 16-18 year olds in FT education)
Consortium of government departments
Collects data on:
a) value of all personal savings, assets and debt;
b) level of saving for retirement;
c) financial advice: frequency and types received;
d) attitudinal (attitudes to saving, financial acuity, wellbeing, health)
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WAS background: Survey topics
Property wealth• House value minus Mortgage values• Other Property – Buy to let/ 2nd homes (incl. Overseas)
Physical wealth• Vehicles, House contents and Collectables
Financial wealth• Assets: Current / Savings/ Investment accounts/ Shares/ Trusts• Liabilities: Loans / Credit Cards/ Store cards/ Mail order/ HP
Pension wealth• Employer sponsored & Individual Personal pensions• Retained pensions (previous employment)• Pension from a Spouse or Partner (current or former)
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Distribution of Total Household Wealth, Great Britain, 2008/10
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WAS background: Media coverage
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WAS background: Survey design
Random sample, stratified by Postcode
Royal Mail Postcode Address File (PAF)
Wealthiest 10% Postcodes over-sampled (3:1)
All private households in GB (excl. north of Caledonian Canal, the Scottish Islands and the Isles of Scilly)
Computer Assisted Personal Interviewing (CAPI)
Responses weighted using census data to allow results to be generalised to GB population
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WAS background: Survey design
Re-interview households every two years
Follow original sample members to new addresses
Wave 1 Wave 2 Wave 3 Wave 4
July 06–June 08 July 08-June 10 July 10-June 12 July 12-June 14
Keeping In Touch Exercise telephone (KITE) 4 months (previously 3 months) before follow up
Year 1 Year 2 Year 1 Year 2 Year 1 Year 2 Year 1 Year 2
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WAS background: Survey design
Wave 1 62,400 households sampled 55,829 households eligible 30,595 achieved household interviews
Wave 2 Wave 1 respondents re-interviewed Wave 1 non-contacts re-attempted 20,170 achieved household interviews
Wave 3 & Wave 4 Wave 1&2 respondents re-interviewed Wave 2&3 non-contacts & soft refusals re-attempted New panel boost :
• 12,000 new addresses in wave 3• 16,000 new addresses in wave 4
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Longitudinal issues
Attrition: • Maintaining WAS longitudinal sample over time by
maximising response at next wave
Tracking: • Accurately tracking WAS original sample members
who move address (local/distant) between waves
Engagement: • Keeping respondents interested in & engaged with
WAS over time
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Longitudinal issues: Current measures
Anticipatory: • various contact details collected• nominated persons contact details • likelihood of moving in the next year checked• respondent change of address cards• incentives for participation
Between wave: • telephone ‘keep in touch exercise’ (KITE) • UK address changes service
In wave: • interviewers trace local movers in the field• pre-paid respondent letter left with old address • distant movers reissued to another interviewer
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Longitudinal issues
Attrition: • Maintaining WAS longitudinal sample over time by
maximising response at next wave
Tracking: • Accurately tracking WAS original sample members
who move address (local/distant) between waves
Engagement: • Keeping respondents interested in & engaged with
WAS over time
Value for money: • Using resources required to address these issues
as efficiently/effectively as possible
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Aims of the Experiment
• To measure the impact of two KITE methods on response rates for field work
• To establish the best timing for issuing survey newsletters to respondents
• To measure the effectiveness of two KITE methods to identifying eligible and ineligible movers
• To provide supporting information to make an informed decision about the cost-effectiveness of assessed treatments.
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Experiment Design (1)
KITE
KITE
Newsletter
KITE +Newsletter
No treatment
KITE
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Experiment Design (2)
KITE Interview
• ~ 5 min CAPI interview
• 4 months before field interview
• Up-date on household composition and contact details
Newsletter2-page leaflet Easy-to-read graphsMedia headlines and user
feedbackHighlighting importance
to participateContact details
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Newsletter
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Experiment Design (3)
Mainstage Month 07
/10
08/1
0
09/1
0
10/1
0
11/1
0
12/1
0
01/1
1
02/1
1
03/1
1
04/1
1
05/1
1
06/1
1
07/1
1
08/1
1
09/1
1
10/1
1
11/1
1
12/1
1
01/1
2
02/1
2
HAS1011
HAS1012HAS1101
HAS1103 Newsletter posted
HAS1104HAS1105 HAK interviewHAS1106HAS1107 HAS mainstage interviewHAS1108
HAS1109
HAS1110HAS1111HAS1112HAS1201HAS1202
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Distribution of Sample Members
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Hypothesis testing
1. H0: The individual’s field interview outcome is independent from the experiment group
2. H0: The individual’s field interview outcome is independent from the length of time between posting the newsletter and the field interview
3. H0: The resident status at the field interview is independent from the experiment groups
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Hypothesis Testing (1)
1 2 1 3 1 4N 3,228 3,027 3,228 3,150 3,228 3,058Column % 65.3 65.5 65.3 65.6 65.3 68.0N 1,162 1,114 1,162 1,127 1,162 1,006Column % 23.5 24.1 23.5 23.5 23.5 22.4N 358 317 358 300 358 266Column % 7.2 6.9 7.2 6.3 7.2 5.9N 197 164 197 224 197 169Column % 4.0 3.6 4.0 4.7 4.0 3.8N 4,945 4,622 4,945 4,801 4,945 4,499Column % 100.0 100.0 100.0 100.0 100.0 100.0Design DFPearson's Chi2F-StatisticP-value
95410.6762.1160.097
9536.6921.1900.3120.797
Ineligible
9511.9630.337
Total
Experiment Group
Response
Non-response (non-contact/ refusal)Unknown eligibility
Interview Outcome
H0: The individual’s field interview outcome is independent from the experiment group.
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Hypothesis Testing (2)H0: The individual’s field interview outcome is independent from
length of time between posting the newsletter and interview.
4 5 6 7 8 9N 1,085 1,028 1,044 1,029 875 1,024Column % 67.4 65.7 66.6 66.9 66.6 67.0N 361 354 341 364 316 384Column % 22.4 22.6 21.8 23.7 24.1 25.1N 117 116 123 86 82 59Column % 7.3 7.4 7.8 5.6 6.3 3.9N 46 67 60 59 40 61Column % 2.9 4.3 3.8 3.8 3.1 4.0N 1,609 1,565 1,568 1,538 1,313 1,528Column % 100.0 100.0 100.0 100.0 100.0 100.0Design DFPearson's Chi2F-StatisticP-value
93638.4181.2780.209
Total
Non-response (non-contact/ refusal)Unknown eligibility
Ineligible
Interview Outcome No. of months between NL and W3
Response
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Hypothesis Testing (3)
H0: The resident status is independent from the experiment groups.
1 2 1 3 1 4N 4,139 3,928 4,139 3,955 4,139 3,790Column % 83.7 85.0 83.7 82.4 83.7 84.2N 177 130 177 136 177 134Column % 3.6 2.8 3.6 2.8 3.6 3.0N 74 83 74 186 74 140Column % 1.5 1.8 1.5 3.9 1.5 3.1N 555 481 555 524 555 435Column % 11.2 10.4 11.2 10.9 11.2 9.7N 4,945 4,622 4,945 4,801 4,945 4,499Column % 100.0 100.0 100.0 100.0 100.0 100.0Design DFPearson's Chi2F-StatisticP-value 0.232 0.000 0.000
Non-mover - non-contact/ eligible
951 953 9547.516 35.7221.430 10.321 6.511
Mover - eligible
Mover - ineligible/ unknown
Type of Mover Experiment Group
Non-mover - contact/ eligible
56.591
Total
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Summary (1)
H0: The individual’s field interview outcome is independent from the experiment group
KITE and newsletter together do have some positive effects on response at the field stage
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Summary (2)
H0: The individual’s field interview outcome is independent from the length of time between posting the newsletter and the field interview
This test did not show any conclusive evidence on the best time to post newsletters
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Summary (3)
H0: The resident status at the field interview is independent from the experiment groups
The KITE interviewer does have an effect on the identification of movers
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Conclusion
• Continue KITE interviews positive impact on identifying movers and tracing them at new location
• Consider introduction of periodical newsletters positive impact on response rates in combination with KITE interviews
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Future plans
Attrition and response measures:• Introduce mailed out newsletter for previous respondents • Introduce key WAS results factsheet for field interviewers• Email KITE for telephone KITE non-contacts• Incentives testing: unconditional £5 voucher with advance
letter for boost addresses (Apr–Sep 2013)
WAS outputs:• WAS Wave 3 results scheduled December 2013• Wave 5 development
Wave 5 pilot in October 2013 Wave 5 launch scheduled for July 2014