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Employee (jbpen + jbpenm) and personal (ppen + ppreg) pensions in Understanding Society - query re. some wave data

Added by Thomas Stephens over 2 years ago. Updated 20 days ago.

Status:
Feedback
Priority:
Normal
Assignee:
-
Category:
Data documentation
Start date:
07/19/2023
% Done:

90%


Description

Good afternoon,

I have a query about some of the pensions data in Understanding Society.

Specifically, I have two queries about how the above variables are treated in Waves 6 and 12 of Understanding Society, and a third more general query:

1. In Wave 6, I notice that a "raw" (unweighted) figure of 579 employees (ie people who are jbsemp = 1) report inapplicable (-8) for whether their workplace has a pension (jbpen). This appears to be the only wave where any employees are inapplicable for this question. It doesn't make sense that any would be inapplicable, since Understanding Society documentation shows every employee should be asked this question, and the questionnaire for Wave 6 (see pp. 295-296) has the same routing as the other waves. Is this a coding error? If so, should these people instead be marked to say either (a) they don't have an employee pension (jbpen = 2) or perhaps (b) not available for IEMB (jbpen = -10)? I know there are some in the IEMB who weren't asked this question in Wave 6, so perhaps it is (b).

2. I notice that in Wave 12, you have discontinued the ppen and ppreg questions. So there appears to be no data on whether workers, whether employees or self-employed, contribte to a personal pension (ppen) and if so, how regularly they contribute (ppreg). Is there a particular reason why this has been discontinued that I need to be aware of - eg is there an issue with the data in prior waves? Or perhaps I've missed a renamed variable in Wave 12?

3. You probably can't help with this final query, but I notice that in every wave, about 200-500 employees say "don't know" to jbpen. Could you shed any light on why this is? I'm wondering if there is any justification for judging that these respondents evidently don't have a workplace pension, since they don't know if one exists, but this will depend on the context of how the question is asked - I assume there is no definitive way of knowing.

Hope this makes sense but do flag if anything is unclear. Many thanks in anticipation.

Best wishes,

Tom

Actions #1

Updated by Understanding Society User Support Team over 2 years ago

  • Category set to Data documentation
  • Status changed from New to In Progress
  • % Done changed from 0 to 50

Dear Thomas,

1) I can confirm that wave 6 looks odd, I will investigate this further.
2) I checked the long term content plan and it seems that the Personal Pensions module was moved to wave 13 (so the gap will be 3 waves, rather than two; see https://www.understandingsociety.ac.uk/sites/default/files/downloads/general/long-term-content-plan.pdf) I will check with the questionnaire team what the plan regarding this module in future waves is.
3) Similarly, I will check with the questionnaire team and get back to you.

Best wishes,
Piotr Marzec,
UKHLS User Support Team

Actions #2

Updated by Understanding Society User Support Team over 2 years ago

  • Private changed from Yes to No
Actions #3

Updated by Understanding Society User Support Team over 2 years ago

  • % Done changed from 50 to 70

Dear Thomas,

Some further information

2) As I mentioned earlier, the Personal Pensions module was moved to wave 13 but no decision beyond wave 13 has been taken yet.
3) We think these might be genuine "don't knows" and some are expected - people can be working for a given employer for a short time so they don't know, some people are simply not aware/interested in that or pension schemes are quite complex for them, so they don't know etc.

We are still investigating question 1.

Best wishes,
Piotr Marzec
UKHLS User Support

Actions #4

Updated by Understanding Society User Support Team over 2 years ago

  • Status changed from In Progress to Feedback
Actions #5

Updated by Understanding Society User Support Team about 2 years ago

  • Status changed from Feedback to Resolved
  • % Done changed from 70 to 100
Actions #6

Updated by Thomas Stephens 21 days ago

Hi,

Sorry to reopen this chat but I'm updating some of my work and wanted to check re the ppen variable, as I notice it isn't in Wave 15: was a decision made about discontinuing this variable?

For my part, I would really like to see it retained, ideally in the even-numbered waves so it aligns with when other job quality questions are asked (though I was able to make use of the odd-numbered wave data from wave 13 anyway). Otherwise there is no data on the pension contributions of those in non-standard employment, and you can't really make assumptions that they don't contribute. So hopefully it's being retained for future waves.

Best wishes,

Tom

Actions #7

Updated by Understanding Society User Support Team 20 days ago

  • Status changed from Resolved to Feedback
  • % Done changed from 100 to 90

Hello Thomas,

The variable ppen is part of the Personal Pensions module questionnaire. This module was asked in the even waves 4, 6, 8, and 10, and then again in wave 13. The next time it is scheduled to go into fieldwork will be in wave 17.

You can review the long-term content plan for the periodicity of modules in the field at the following link:
https://www.understandingsociety.ac.uk/wp-content/uploads/documentation/main-survey/6614-main-survey-long-term-content-plan.pdf

I hope this information is helpful.

Best wishes,
Roberto Cavazos
Understanding Society User Support Team

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