Understanding Household Finance through Better Measurement

Lead Research Organisation: University of Essex
Department Name: Inst for Social and Economic Research

Abstract

To date there are no surveys in the UK (or other developed countries) that measure income, expenditure, assets and debts for the same households. These data limitations constrain our understanding of the dynamics of living standards. For example, expenditure surveys in the UK and other countries suggest that households with the lowest incomes spend as much as households with much higher incomes. It is however not known whether this pattern is the result of measurement error in expenditure or income or whether it reflects genuine borrowing or dissaving. Having data about the assets and debts of a household over time, in addition to income and expenditure, would enable analysts to resolve this puzzle. Understanding the spending, saving and borrowing of households is critical for assessing the sustainability of economic growth, including whether the current recovery is fuelled by unsustainable consumer spending. There are other similar unresolved puzzles. For example, in survey data richer households save larger proportions of their income, however aggregate savings rates have not increased over time as real incomes have increased. This discrepancy could again be due to measurement error or reflect true behaviours. A better understanding of household finances will allow a clearer picture of which households are disadvantaged, and how advantage and disadvantage cumulate across time and generations.

The reason why no existing survey collects data about all aspects of a household's finances is because it would take a very long questionnaire. This would be costly to conduct and burdensome for respondents. Through interdisciplinary collaboration between topic experts, survey methodologists and experts in commercial market research, we aim to develop methods of data collection that reduce costs and respondent burden, while maintaining or improving the quality of each data component. We will develop a web survey that will have at its core a reconciliation screen where respondents are asked to balance the totals of their income, expenditure, assets and debts. We will repeat this survey, to test the potential of boosting the reconciliation by incorporating information from the previous interview. To reduce the length of the survey we will assess ways of collecting components of household finances prior to the survey, using new technologies already routinely used in commercial market research. These data would be preloaded into the web questionnaire and incorporated into the reconciliation screen. We will explore the feasibility, data quality and costs of different potential technologies, including technologies that would reduce respondent burden by capturing data passively. For example, barcode scanners to collect detailed expenditure data, coding of till receipts, linking to store card data, or asking survey respondents to sign up to a "financial aggregator" service and relaying the data to us. To help respondents provide more accurate reports in the web survey we will also assess the potential for in-the-moment surveys triggered at salient dates such as the deadline for self-assessment tax returns or tax credit renewals, when sub-groups of respondents will have better knowledge of their income, and the potential for using elements of 'gamification' to increase respondent engagement with the survey and reduce burden. We will assess the quality of data obtained with different methods by examining the balance of the household accounting identity and the quality of individual components. To inform the development work and methodological tests we will carry out experiments in an existing survey (the Understanding Society Innovation Panel) to test methods aimed at reducing under-reporting of income. In addition, we will carry out secondary analyses using existing data sources.

We will apply the data generated to understanding current puzzles in household finances, and make the data available to other researchers in this area.

Planned Impact

Our ambition is to transform the way that data on household finances are collected in developed countries, and thereby to transform our understanding of household financial circumstances and behaviour. We will do this by using new technology and innovations in survey measurement to capture the full accounting identity for individual households: net income minus expenditure equals change in financial position; and to use the resulting data to address important, unresolved puzzles in Household Finance.

The following groups outside academia will benefit directly from our findings on how best to collect data on household finances in large-scale social science surveys:

National statistics offices from around the world (e.g. the ONS in the UK, Statistics Canada, the US Bureau of Labor Statistics) and international organisations (e.g. the World Bank, the European Central Bank, Eurostat) that design survey instruments to collect data on household income, consumption or wealth.

Private sector organisations that design survey instruments to collect data on household income, consumption or wealth (some of these will be commissioned by public sector or research organisations, and some will sell products to other private sector organisations).

The following groups outside academia will benefit directly from our substantive analysis of existing micro-data-sets, and of the new data on household finances that will be created through this project:

Organisations from central government (e.g. HM Treasury, DWP, the Child Poverty Unit, the Cabinet Office, plus their equivalents in the devolved administrations of the UK) and other government executive agencies, non-departmental public bodies, parliamentary select committees and quangos (e.g. the Social Mobility and Child Poverty Commission) involved in policy-making in the area of living standards, poverty and inequality.

Organisations (e.g. the FSA, HM Treasury, Bank of England) involved in policy-making concerned with household savings and debt, or other issues concerned with household finances.

Private companies in the financial services sector as well as not-for-profit organisations (e.g. Money Advice Service) that are concerned about assessing the financial circumstances of households, including whether debt levels are sustainable.

Organisations (e.g. think-tanks like the Resolution Foundation or Policy Exchange, and third-sector organisations such as CPAG, the JRF and the Nuffield Foundation) involved in public debate about issues of social policy that are concerned with living standards, poverty and inequality.

Organisations (e.g. Which, Citizens Advice) involved in public debate about issues to do with household finances, savings and debt.

The public will also be affected by changes in policy that arise as a result of the transformed understanding of household financial circumstances and behaviour.

If organisations outside the UK alter the way that they collect data on household finances in large-scale social science surveys, then organisations outside the UK equivalent to the ones listed above will also benefit, as, potentially, will members of the public in other countries.

Our research will also benefit academics, and researchers and analysts outside of academia; we describe how in Academic Beneficiaries.
 
Description This project has generated new knowledge on how to measure household finances; collected previously non-existent data on British households' income, spending and saving; and generated new evidence on previously unanswered policy relevant questions.
We have shown that the reporting of income improves over time in a panel study and this is in part due to interviewing methods that check the inter-temporal consistency of responses, leading to fewer omissions, and in part due to improvements in respondent reporting behaviours over time.
We have developed improved methods to impute data about household budgets, using multiple surveys that contain partially overlapping information. Our work demonstrated that existing methods lead to biased estimates of the effects of interest, and our methods correct this problem in a tractable way.
We have shown that Editable Summary Screens implemented within an interview are an effective tool to reduce misreporting of income in surveys: respondents are willing to revise their answers across a wide range of income sources and the revisions are large enough to affect some measures of income inequality.
In a second reconciliation experiment, we have collected data on the three elements of the intertemporal budget constraint of households and asked respondents to revise their responses when their spending, saving and income do not balance. We find that this is an effective way to reduce measurement error in such data. We used those data to re-examine the slope of savings with respect to long-run income, which we find much flatter than uncorrected data would suggest. This relationship is key to several important policy questions including the incidence of consumption taxes.
We have reviewed process generated data sources and new technologies that could be used to measure household finances. Focusing on what information the data or method capture, and about whom, the review illustrates promising avenues to supplement survey data collection and highlights potential sources of bias resulting from errors that affect who is represented in the data and which concepts are measured.
We have developed methods to code expenditure data captured from images of shopping receipts and shown that data collected with a receipt scanning app closely match data about total expenditure from the UK benchmark spending data (the Living Cost and Food Survey).
Going beyond the measurement of household finances, we have generated new knowledge about how best to implement mobile app-based data collection: we have shown that in Great Britain users of mobile devices are far from representative of the general population and that those who participate in mobile app studies are even more selected; that the mobile devices participants use can affect the data collected with the app; that offering a browser-based version of the app as an alternative can greatly increase participation rates and reduce the selectiveness of who participates; that participation rates are substantially higher if the app study is introduced within an interview rather than by sending a letter; and that offering participants feedback about their spending does not increase participation in the study or alter the spending they report.
Exploitation Route We envisage that the new data we collected on household budget constraints and the results from the analyses of those data will be taken forward by economists, both academic and working in international organisations.
We envisage that organisations (National Statistical Institutes, international organisations, private sector, government and academic) that collect data on household income, consumption or wealth will take up the data collection methods we have developed and use the experimental evidence on effects of different protocols to inform the design of their own studies. In fact, the network of Household Finance and Consumption Surveys coordinated by the European Central Bank have taken account of our work on imputation, Statistics Austria has based design decisions for the 2019/2020 Household Budget Survey on findings from this study, and we are feeding findings into an Eurostat funded project to modernise data collection for the European Household Budget Surveys.
More generally we envisage that survey practitioners and researchers will use our findings about how best to implement app based data collection to inform design decisions for their own studies and to inform follow up research to inform best practice.
Sectors Agriculture, Food and Drink,Communities and Social Services/Policy,Digital/Communication/Information Technologies (including Software),Financial Services, and Management Consultancy,Government, Democracy and Justice

URL https://www.iser.essex.ac.uk/research/projects/understanding-household-finance-through-better-measurement
 
Description Findings from this project are being used to inform the development of new data collection methods for European Household Budget Surveys and for the U.S. Consumer Expenditure Survey. These surveys are the main sources of information for governments about household spending. Based on the results from this project, we have advised Statistics Austria on aspects of the design and implementation of a mobile app they were developing as a new data collection instrument that would be an alternative to the paper-based spending diary for the 2019/2020 Household Budget Survey (HBS). Based on our research we advised on aspects such as respondent incentives, layout of the app, providing respondents with feedback, involvement and protocols for interviewers. The Austrian HBS survey is currently still in the field (May 2019-April 2020). This research has also led to invitations to be involved in two Eurostat-funded projects that aim to modernise data collection methods for European Official Statistics. The first project led by Statistics Netherlands (Jan 2019-Feb 2020) was a development project in collaboration with Statistics Finland, Statistics Slovenia, Statistics Austria, and ONS. The aim was to develop and test a mobile app spending diary that could be used cross-nationally for the Household Budget Surveys. The testing consisted of small-scale usability testing in the Netherlands, Finland, and Slovenia. The second project, led by the German statistical office DESTATIS (Feb 2020 - Dec 2021), is a follow-on project in collaboration with the National Statistical Institutes of the Netherlands, Italy, Belgium, Austria, Poland, France, UK, Luxemburg, Norway, Sweden, and Spain. This includes large-scale experimental testing of protocols for the implementation of mobile apps for the Household Budget Survey and Time Use Survey. This work will feed into the longer-term development of a European Platform supporting the use of shared survey solutions, including mobile apps. As a consultant on these projects, Jäckle has been feeding in learning from this research grant into these Eurostat development projects. Researchers at the Bureau of Labor Statistics in the US have been monitoring findings from this project as part of a development programme to digitalise data collection for the Consumer Expenditure Survey. They are in the process of trialling an online version of their spending diary, as an alternative to the paper diary, and considering other alternatives such as mobile apps. Our findings are feeding into their development plans.
First Year Of Impact 2019
Sector Government, Democracy and Justice
Impact Types Societal

 
Description "Improving the measurement of household finances" workshop, to launch the start of ESRC TR grant ES/N006534/1 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact This worskhop was organised to mark the start of the ESRC TR grant ES/N006534/1 "Understanding household finance through better measurement" and to engage with stakeholders.

The workshop included presentations by international researchers, presentations by our project team on the plans for our research, comments from discussants and general discussion.

Participants included survey practitioners and researchers engaged in the collection and/or analysis of data about household finances, inlcuding representatives from the Department for Work and Pensions, the Office for National Statistics, the Financial Conduct Authority, TNS BMRB, the European Central Bank, the Central Bank of Spain, the Dutch Central Bank, Eurostat, the Institute for Fiscal Studies, the University of Kentucky, University of Southern California, University of Munich, and the University of Essex.
Year(s) Of Engagement Activity 2016
 
Description (Brewer & Jenkins) Roundtable on measuring incomes and inequality hosted by Resolution Foundation 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach Local
Primary Audience Policymakers/politicians
Results and Impact At an event hosted by the Resolution Foundation, MiSoC's Prof Stephen Jenkins presented his work on the SPI adjustment and measuring very top incomes, and Prof Mike Brewer presented results of the measuring household finances component of the UKHLS IP9 experiment
Year(s) Of Engagement Activity 2017
 
Description A talk at the Financial Conduct Authority by crossley and benzeval 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Policymakers/politicians
Results and Impact A talk about the project and how the data might be used for research and policy analysis to staff at the Financial Conduct Authority.
Year(s) Of Engagement Activity 2016
 
Description Article on "Innovations in measuring household finances" in the NCRM MethodsNews newsletter 
Form Of Engagement Activity A magazine, newsletter or online publication
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Newsletter article to diseminate current research in a way that is accessible to a general audience
Year(s) Of Engagement Activity 2017
URL https://www.ncrm.ac.uk/news/show.php?article=5523
 
Description Economic Experts Working Group, Office of National Statistics 
Form Of Engagement Activity A formal working group, expert panel or dialogue
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact The Economic Experts Working Group will meet six times a year to help ONS set its development agenda as well as offering expert advice to help solve the difficulties of measuring the changing economy.
Year(s) Of Engagement Activity 2016
URL https://www.ons.gov.uk/news/news/onsexpandsitseconomiccapabilityappointmentoftheneweconomicexpertswo...
 
Description Eurostat/OECD Expert Group on Income, Consumption & Wealth Statistics 
Form Of Engagement Activity A formal working group, expert panel or dialogue
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Other audiences
Results and Impact We were invited to present at a joint Eurostat/OECD Expert Group focussing on the (joint) distribution of income, consumption and wealth, which is made up of representatives from 25 national statistical offices/central banks. The aim was to disseminate our work to this group. Our presentation described what we have learnt on how the data on these joint distributions can be improved.
Year(s) Of Engagement Activity 2018
 
Description Expert consultation on Measurement of food consumption using household consumption and expenditure surveys (World bank and UN FAO) 
Form Of Engagement Activity A formal working group, expert panel or dialogue
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact The World Bank and the UN Food and Agricultural Organization invited Crossley to participate in an Expert consultation on
Measurement of food consumption using household consumption and expenditure surveys. The goal of the consultations was to develop a set of guidelines for surveys, particularly in developing countries. The proposed guidelines are to be submitted to the UN statistical Commission.
Year(s) Of Engagement Activity 2016
 
Description Keynote conference presentation 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Keynote presentation at the CIPHER 2020 conference in Washington DC, on methods of collecting data using mobile apps. Conference attended by survey researchers and practitioners including from US government departments, private sector survey agencies, and funding agencies
Year(s) Of Engagement Activity 2020
URL https://cesr.usc.edu/cipher_2020
 
Description Keynote panel discussion at the European Survey Research Association conference 
Form Of Engagement Activity A formal working group, expert panel or dialogue
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Keynote panel discussion at the ESRA conference, about best practice in the collection of data from different sources and using different data collection methods, which sparked questions and discussion.
Year(s) Of Engagement Activity 2019
URL https://www.europeansurveyresearch.org/conferences/esra-biennial-conference
 
Description Meeting with researchers at ONS Data Science Campus to discuss joint research interests 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Exchange with researchers at ONS Data Science Campus, involving presentations of ongoing research on both sides and discussion. This exchange has led to a collaboration.
Year(s) Of Engagement Activity 2019
 
Description NCRM podcast on "Using mobile devices to understand spending" 
Form Of Engagement Activity A broadcast e.g. TV/radio/film/podcast (other than news/press)
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Podcast to disseminate current research to a general audience
Year(s) Of Engagement Activity 2017
URL https://www.ncrm.ac.uk/resources/podcasts/?id_specific=46&title=Using%20mobile%20devices%20to%20unde...
 
Description ONS/ISER Workshop 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact On Friday, 6th October, a team from the Office for National Statistics (ONS) travelled to ISER to meet up with survey experts to discuss issues of common interest, and to learn from each other's experience. Both the ONS and ISER are working innovative and experimental research to improve the quality and cost effectiveness of data collection.

Representatives from the ONS discussed the Social Survey Transformation project, which will transform the way in which the ONS uses surveys, with greater focus on online surveys and the use of administrative data to complement and, for some measures, replace survey data. Presentations covered the way in which respondent materials are being re-designed, using experiments to gauge the effectiveness of different designs of letter and envelope, the methods used to transform questionnaire content and design, and the effects that changes in survey design has on the take-up of the online survey.

Taking up the subject of online surveys, ISER shared with the ONS the lessons we have learned from using Understanding Society, and the Innovation Panel (IP). The presentation covered the mode experiments on the IP, and the work that has been done to model the likelihood of a sample member completing online, and how this has been used on the main-stage. The Wave 8 adaptive design was also discussed, where we have been experimenting with methods to increase the proportion of web-first households that fully complete online.
In the afternoon, the focus switched to the collection of data about household finances. The ONS Household Finance Survey Transformation Lead, spoke about the need to rationalise the large number of separate surveys and integrate them into a single design which would have administrative data at the heart.

Representatives from ISER then presented the work that we have been doing on understanding household finances through improving measurement. This covered a number of projects underway at ISER: linking survey responses to process-generated data; improving the way we impute missing information between surveys; asking survey participants to reconcile their household budget in the IP; and using new technologies to capture objective data, using the Spending Study carried out on the IP.

The workshop concluded with a discussion of common challenges and opportunities, and a commitment to continue sharing insights and experiences on these issues.
Year(s) Of Engagement Activity 2017
 
Description Organisation of a CLOSER workshop on "New technologies to measure non-health topics in longitudinal studies" that included a presetnation of results from this project 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Organisation of a workshop funded by CLOSER, that included a presentation of fundings from this project and generated discussion
Year(s) Of Engagement Activity 2017
URL https://www.closer.ac.uk/event/new-technologies-measure-non-health/
 
Description Organisation of a sessio on "Measurement issues in household surveys" at the European Survey Research Association conference that inlcuded a presentation from this project. 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Organised and chaired a conference session that included a presentation on "Measuring income in household surveys: evidence from a collection of experiments", that generated discussion
Year(s) Of Engagement Activity 2017
URL https://www.europeansurveyresearch.org/conf2017/prog/ESRA2017_Full_Programme_225238.pdf
 
Description Organised session "Innovations in measuring household finances: questionnaires and mobile apps" at the ESRC Research Methods festival 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Other audiences
Results and Impact Organised a 90 minute session on "Innovations in measuring household finances: questionnaires and mobile apps" to disseminate our methodological developments, and allow for discussion and debate about the key methodological issues.

We contributed 3 presentations to a mixture of academics and non-academics:

-Can summary screens improve income reporting in surveys?
-How to collect consistent information on household budgets
-If we build it, will they comply? Assessing quality of data from a mobile spending app
Year(s) Of Engagement Activity 2018
URL https://www.ncrm.ac.uk/RMF2018/programme/session.php?id=I2
 
Description Presentation and discussion at UKHLS Methodology Advisory Committee 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Discussion of the aims and research design for this project with the Methodology Advisory Committee of the Understanding Society panel study.
Year(s) Of Engagement Activity 2016
 
Description Presentation at Family Finance Surveys User Conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Other audiences
Results and Impact We gave a presentaion on our work on improving the measurement of household finances at the Family Finance Users Survey conference organised by the UK Data Service. The purpose was to disseminate our work to data producers and others. The audience consisted of data producers but also researchers, and other professional practitioners.
Year(s) Of Engagement Activity 2016
URL https://www.ukdataservice.ac.uk/eventsdocs/familyfinanceconf1jul16
 
Description Presentation at RTI International 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Industry/Business
Results and Impact I presented our research in a seminar at RTI International. Approx. 10-15 people attended the seminar and reported increased interest in the subject.
Year(s) Of Engagement Activity 2018
 
Description Presentation at Westat 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Industry/Business
Results and Impact I presented our research in a seminar at Westat. Approx. 20-25 people attended the seminar and reported increased interest in the subject. After the seminar, I met with staff responsible for the design of FoodAPS-2, the National Household Food Acquisition and Purchase Survey, to discuss our project in more detail. They expressed great interest in our project and mentions that this is likely to inform their own work.
Year(s) Of Engagement Activity 2018
 
Description Presentation at a workhop organised by the U.S. National Academies of Sciences, Engineering, and Medicine, on behalf of the U.S. National Institute of Aging 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Supporters
Results and Impact Invited presentation on "Lessons learnt from the Understanding Society Innovation Panel" at a workshop organised by the National Academies of Sciences. Workshop participants included representatives of the National Acadmies of Sciences, the National Institute of Aging, researchers in private industry, national statistical agencies, and academics. The aim of the workshop was to indentify a programme of research the methodology of longituidnal surveys which the National Institute of Aging could fund.
Year(s) Of Engagement Activity 2017
 
Description Presentation at conference including private sector organisations and National Statistical Institutes 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Industry/Business
Results and Impact Presentation at the General Online Research conference on "Quality of expenditure data collected with a receipt scanning app in a probability household panel". The audience included survey practitioners and researchers from the private sector, National Statistical Institutes, and academics and created interest and discussion about methods we have developed to automatically code categories of household spending.
Year(s) Of Engagement Activity 2018
URL https://www.gor.de/gor18/sessions.php
 
Description Presentation at international Panel Survey Methods Workshop 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presentation and discussion of goals and research design for this project.
Year(s) Of Engagement Activity 2016
URL https://www.diw.de/sixcms/detail.php?id=diw_01.c.514856.en
 
Description Presentation at the 'Mobile Apps and Sensors in Surveys' workshop 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presentation on "How to increase participation in mobile app data collection?" that generated discussion.
Year(s) Of Engagement Activity 2019
URL https://massworkshop.sites.uu.nl/2019-workshop-in-mannheim-germany/
 
Description Presentation at the American Association for Public Opinion Research annual conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Conference presentation on "Examining potential sources of nonresponse to mobile data collection with new technologies in a probability household panel" to an international audience that included survey practitioners from governments and industry.
Year(s) Of Engagement Activity 2017
URL https://www.aapor.org/AAPOR_Main/media/MainSiteFiles/AAPOR-17-CP_webFNL.pdf
 
Description Presentation at the American Association for Public Opinion Research annual conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Conference presentation on "Using an app to collect detailed expenditure data in a probability household panel survey: response rates, response biases and measurement quality" to an international audience that included survey practitions from governments and industry
Year(s) Of Engagement Activity 2017
URL https://www.aapor.org/AAPOR_Main/media/MainSiteFiles/AAPOR-17-CP_webFNL.pdf
 
Description Presentation at the European Survey Research Association conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact A presentation on the use of machine learning models to classify spending data collected from the images of shopping receipts, which spartked questions and discussion.
Year(s) Of Engagement Activity 2019
URL https://www.europeansurveyresearch.org/conferences/esra-biennial-conference
 
Description Presentation at the European Survey Research Association conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact A presentation on the effects of offering respondents personal feedback on their spending, to motivate participation and engagement in the survey data collection, which spartked questions and discussion.
Year(s) Of Engagement Activity 2019
URL https://www.europeansurveyresearch.org/conferences/esra-biennial-conference
 
Description Presentation at the European Survey Research Association conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presentation on "https://www.europeansurveyresearch.org/conf2017/prog/ESRA2017_Full_Programme_225238.pdf" that sparked discussion
Year(s) Of Engagement Activity 2017
URL https://www.europeansurveyresearch.org/conf2017/prog/ESRA2017_Full_Programme_225238.pdf
 
Description Presentation at the European Survey Research Association conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact A presentation on respondent burden in data collection using mobile apps, which sparked discussion and questions afterwards.
Year(s) Of Engagement Activity 2019
URL https://www.europeansurveyresearch.org/conferences/esra-biennial-conference
 
Description Presentation at the European Survey Research Association conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact A presentation on experiments with different protocols to increase participation in data collection using mobile apps, which sparked questions and discussion.
Year(s) Of Engagement Activity 2019
URL https://www.europeansurveyresearch.org/conferences/esra-biennial-conference
 
Description Presentation at the European Survey Research Association conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Conference presentation on "Reconciling Income, Spending, Borrowing and Saving in a Single Household Surve" that sparked discussion.
Year(s) Of Engagement Activity 2017
URL https://www.europeansurveyresearch.org/conf2017/prog/ESRA2017_Full_Programme_225238.pdf
 
Description Presentation at the General Online Research conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presentation on 'How do different device specifications affect data collection using mobile devices?' which generated some discussion afterwards.
Year(s) Of Engagement Activity 2019
URL https://www.gor.de/gor19/index.php?page=browseSessions&form_session=47&presentations=show
 
Description Presentation at the General Online Research conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Thirty to forty people attended presentations on "using smartphone data for social science research" and discussed potential for app based research and potential for improvement to economic measurement
Year(s) Of Engagement Activity 2019
URL https://www.gor.de/wp-content/uploads/2019/02/GOR19_digital_conference_proceedings.pdf
 
Description Presentation at the Methodology of Longitudinal Surveys 2 conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Conference presentation on "Improving Survey Measurement of Household Finances: A Review of New Data Sources and Technologies" that sparked discussion
Year(s) Of Engagement Activity 2018
URL https://www.mols2.org.uk/
 
Description Presentation at the U.S. Bureau of Labor Statistics 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Approximately 12 members of staff at the U.S. Bureau of Labor Statistics attended a research seminar on "How to increase participation in mobile data collection on consumer expenditure?", followed by discussion and exchange of experiences. The seminar was of interest to the U.S. Bureau of Labor Statistics as they developing and testing similar methods of data collection.
Year(s) Of Engagement Activity 2019
 
Description Presentation at the U.S. Bureau of Labor Statistics 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact I presented research in a seminar at the U.S. Bureau of Labor Statistics. Approx. 15-20 people attended the seminar and reported increased interest in the subject. After the seminar, I met with staff responsible for the Redesign of the Consumer Expenditure Survey (Gemini Project) to discuss our project in more detail. They expressed great interest in our project and mentioned that this is likely to inform their own work. We have been invited to present our work at the Consumer Expenditure Survey Methods Symposium next year.
Year(s) Of Engagement Activity 2018
 
Description Presentation at the U.S. Census Bureau 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Approximately 12 members of staff at the U.S. Census Bureau attended a research seminar on "How to increase participation in mobile data collection on consumer expenditure?", followed by discussion and exchange of experiences. The seminar was of interest to the U.S. Census Bureau as they are interested in similar methods of data collection.
Year(s) Of Engagement Activity 2019
 
Description Presentation at the U.S. Department of Agriculture, Economic Research Service 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Approximately 18 members of staff at the U.S. Department of Agriculture, Economic Research Service attended a research seminar on "How to increase participation in mobile data collection on consumer expenditure?", followed by discussion and exchange of experiences. The seminar was of interest to the U.S. Department of Agriculture, Economic Research Service as they are developing and testing similar methods of data collection.
Year(s) Of Engagement Activity 2019
 
Description Presentation at the Understanding Society scientific conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presentation on experiments with different protocols designed to increase participation in mobile app-based data collection, that sparked questions and discussion.
Year(s) Of Engagement Activity 2019
URL https://www.understandingsocietyconference.co.uk/
 
Description Presentation/Seminar/Q&A at the Office of National Statistics 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact About 50 live + 10 video attendees to presentation of our project at Newport with Q&A. Lots of discussion. Aim to foster interest in topic, possible future collaboration?
Year(s) Of Engagement Activity 2018
 
Description Seminar at private sector fieldwork agency (Westat, USA) 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Industry/Business
Results and Impact Approximately 70 members of staff at Westat, a private sector fieldwork agency in the USA attended a research seminar on "Participation in a Mobile App survey to collect expenditure data as part of a large-scale probability household panel: response rates and response biases", followed by discussion and exchange of experiences. The paper was of interest to Westat as they are developing and testing similar methods, and they were interested in sharing the paper with one of their key clients, the US Bureau of Labor Statistics.
Year(s) Of Engagement Activity 2017
 
Description Seminar on methods of collecting data with mobile apps 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Seminar in the City-ESS HQ-NatCen survey methodology seminar series about methods of collecting data using mobile apps. Attendands included representatives from fieldwork agencies (Ipsos Mori, Kantar, NatCen), Third Sector (Macmillan Cancer Support, Sport England, Natural England, Internews Europe), government departments and regulators (Ministry of Housing, Home Office, Public Health England, Department for Work and Pensions, Department for Digital, Culture, Media and Sport, Department for Environment, Food and Rural Affairs, National Health Service,
Care Quality Commission), Office for National Statistics, commercial organisations (Breaking Blue, Google, Upshot, M&C Saatchi) and universities (King's College London, University College London, City University of London, University of Southampton).
Year(s) Of Engagement Activity 2019
URL http://www.natcen.ac.uk/events/past-events/2019/november/using-mobile-apps-for-data-collection-10-th...
 
Description Talk at Institute for Fiscal Studies 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Third sector organisations
Results and Impact Presented to researchers at the Institute for Fiscal Studies about our ongoing work on household finances. As heavy users of household finances data, we wanted to make them aware of our plans and show them findings to date.
Year(s) Of Engagement Activity 2015
 
Description Talk at the ISER 30th anniversary conference 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Presentation on "Innovations in measuring household finances" at the 30th anniversary conference of the Institute for Social and Economic Research, attended by policy makers, researchers, and representatives from private sector and third sector organisations.
Year(s) Of Engagement Activity 2019
URL https://www.eventbrite.co.uk/e/isers-innovations-in-examining-inequalities-in-society-tickets-720560...
 
Description Two presentations at the BigSurv18 Conference, Barcelona 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presented two papers at the BigSurv18 Conference to disseminate findings from the HH Finance Project and liaise with other researchers working on app data collection as part of a general population survey. Attendees reported increased interest in the subject.
Year(s) Of Engagement Activity 2018
URL https://www.bigsurv18.org/program2018
 
Description Visit from Bank of England 
Form Of Engagement Activity Participation in an open day or visit at my research institution
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact On 17 May a representative of the he Bank of England visiting the University of Essex at our invitation to discuss our research on measuring household finances, the Understanding Society Data, and possibilities for Collaboration.
Year(s) Of Engagement Activity 2016
 
Description joint workshop with Office for National Statistics and ISER 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Workshop with ONS 7 researchers who lead the ONS transformation agenda and who lead surveys collecting household finance data. The aim was to share research findings related to the modes of survey data collection and the collection of financial data, and to identify potential collaborations in research and development.
Year(s) Of Engagement Activity 2017