We are looking for family members/friends who help to care for a family member to take part in an in home interview for up to 2 hours about helping to organise their finances. The purpose of this research is to find out how people cope with everyday activities such as managing their money. Please be reassured that a letter from the FCA can be forwarded to you if required. A senior researcher will visit your home at a convenient time for you.
Please note that for this study you must be someone that helps care for an older member of your family in some way or a close friend and be involved in their day to day lives.
Monday 17th October or Tuesday 18th October 2016
TBA – Time slots available from 10.30am – 7pm
Please answer the questions below.
Occupation of chief income earner in the household:
Who do you live with in your home?
What is your relationship to the person you help care for?
Which of the following activities do you give help to someone with?
Shopping for household items
Visiting the Post Office
Managing your money i.e. monitoring accounts, managing accounts, making decisions about any money you may have saved, visiting or contacting the bank branch, online banking, etc
Taking to doctors’ appointments/hospital appointments
None of the above
Which of the following do you help with for the person you care for?
Monitoring your bank accounts
Making decisions about what to do with your savings and investments
Withdrawing money at a bank branch
Withdrawing cash at a cash machine
Talking to the bank/building society over the phone
Using telephone banking
Using online banking
Do you live with the person that you care for? Yes/No?
Which of the following does the person you care for suffer from?
Early stages of dementia/Alzheimer’s disease
Late stages of dementia/Alzheimer’s disease
Long term pain
Chronic health condition
Other – Please specify
None of the above
Which of the following statements best describes the level of support that the person you care for requires?
I need help on a temporary basis with managing my money but expect to be able to manage my money on my own again in the future
Although I need help with some aspects of managing my money and I do not think this will change
I need help with all aspects of managing my money and this will not change
Which of the following formal arrangements have been set up and are in place for the money for the person you care for?
Power of Attorney – legal arrangement that gives someone the power to make decisions on your behalf about finances, etc
A third party mandate – a document that tells your bank or building society that they can accept instructions about your money from a specific named person.
If they have one of the above formal arrangements in place already, how long have they had this in place?
How long ago did you first realise that the person you care for needed help with managing their money?
Which of the following types of financial products does the person you care for hold, either jointly or solely?
Savings account at a bank/building society
Stocks and Shares
Other savings and investments
None of the above
Which of the following brackets best describes the total amount of savings and investments that they hold?
Please forward this on to anyone you know who may be interested.
Unfortunately, it is impossible to reply to all emails or phone messages. We receive lots of responses to researches that are emailed out. You will be contacted by phone if your application is successful. However, we apologise if you do not hear from us, but please keep trying for future projects that are sent out.