Northern Ireland Family Expenditure Survey, 1992

<P>Abstract copyright UK Data Service and data collection copyright owner.</P>The <i>Northern Ireland Family Expenditure Survey</i> (NIFES) was conducted in Northern Ireland from 1967-1998, and was the counterpart to the <i>Family Expenditure Survey</i> (FES), which was conducted annually in Great Britain from 1957-2001 (see under GN 33057). The FES/NIFES provided reliable data on expenditure and income in relation to household characteristics. The results of the survey show how expenditure patterns of different kinds of households vary, and the extent to which individual members of a household contribute to the household income. Although originally commissioned to provide expenditure details for the calculation of weights for the Retail Price Index, the FES/NIFES collected much additional information was also collected on the characteristics of co-operating households and the incomes of their members. It thus became a multi-purpose survey, and provided a unique fund of important economic and social data. <br>
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From 1968 the Great Britain FES incorporated a sample drawn from the NIFES to become the UK FES. The FES was replaced in 2001 by a new survey series, the <i>Expenditure and Food Survey</i> (EFS) (see under GN 33334), covering the whole of the UK. The EFS is an amalgamation of the previous <i>National Food Survey</i> (NFS) (see under GN 33071) and UK FES.<br>
<br><br><B>Main Topics</B>:<BR>Household Schedule:<br>
This schedule was taken at the main interview. Information for most of the questions was obtained from the head of household or housewife, but certain questions of a more individual character were put to every spender aged 15 or over (or 16 or over from 1973 onwards). Until the introduction of the community charge, information on rateable value and rate poundage was obtained from the appropriate local authority, as was information on whether the address was within a smokeless zone. Information was collected about the household, the sex and age of each member, and also details about the type and size of the household accommodation. The main part of the questionnaire related to expenditure both of a household and individual nature, but the questions were mainly confined to expenses of a recurring nature, e.g.:<ul><li>Household: housing costs, payment to Gas and Electricity Boards and companies, telephone charges, licences and television rental</li><li>Individual: motor vehicles, season tickets for transport, life and accident insurances, payments through a bank, instalments, refund of expenses by employer, expenditure claimed by self-employed persons as business expenses for tax purposes, welfare foods, education grants and fees</li></ul>Income Schedule:<br>
Data were collected for each household spender. Apart from page 1, the schedule was concerned with income, National Insurance contributions and income tax. Income of a child not classed as a spender was obtained from one or other of his parents and entered on the parent's questionnaire. Information collected included: employment status and recent absences from work, earnings of an employee, self-employed earnings, National Insurance contributions, pensions and other regular allowances, occasional benefits - social security benefits and other types, investment income, miscellaneous earnings of a 'once-only' character, tax paid directly to Inland Revenue or refunded, income of a child.<br>
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Diary Records<br>
Each diary covered fourteen days. Each household member aged 15 or over (or 16 or over from 1973 onwards) was asked to record all expenditure made during the 14 days.<br>
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The NIFES was identical to the UK FES and therefore used the same questionnaires and documentation. However, starting in 1988, a voluntary question on religious denomination was asked of those aged 16 and over in Northern Ireland.<br>
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<p>本数据集摘要版权归英国数据服务中心（UK Data Service）及数据集采集版权所有者所有。</p>
<p>北爱尔兰家庭支出调查（Northern Ireland Family Expenditure Survey, NIFES）于1967年至1998年在北爱尔兰开展，其对应项目为1957年至2001年在大不列颠地区每年开展的家庭支出调查（Family Expenditure Survey, FES，详见GN 33057条目）。FES与NIFES提供了与家庭特征相关的支出与收入可靠数据，其结果揭示了不同类型家庭的支出模式差异，以及家庭个体成员对家庭收入的贡献程度。尽管该调查最初仅为计算零售价格指数（Retail Price Index）权重提供支出明细数据，但FES与NIFES还额外收集了受访合作家庭的特征及其成员收入的相关信息，由此成为一项多用途调查项目，积累了极具价值的独特经济与社会数据资源。</p>
<p>1968年起，大不列颠地区的FES纳入了来自NIFES的样本，由此形成覆盖全英国的UK FES。2001年，FES被覆盖全英国的全新调查系列——支出与食品调查（Expenditure and Food Survey, EFS，详见GN 33334条目）所取代。EFS由此前的全国食品调查（National Food Survey, NFS，详见GN 33071条目）与英国FES合并而成。</p>
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<p><strong>核心主题</strong>：<br>家庭问卷模块：</p>
<p>该问卷在主访谈环节发放。多数问题的信息由户主或家庭主妇提供，但部分涉及个体特征的问题会向每位15岁及以上的家庭支出记录者（1973年起调整为16岁及以上）进行询问。在开征社区税之前，有关应评税价值及税率的信息，以及受访地址是否位于无烟区域的信息，均从对应地方当局获取。调查收集的信息包括家庭整体情况、每位家庭成员的性别与年龄，以及家庭住房的类型与面积细节。问卷的核心部分围绕家庭与个体两类支出展开，但问题主要限定于经常性支出，例如：</p>
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<li>家庭类支出：住房成本、燃气与电力局及相关企业的缴费、电话费、各类执照费及电视租赁费</li>
<li>个体类支出：机动车相关费用、交通季票、人寿与意外伤害保险、银行转账款项、分期还款、雇主报销的支出、个体经营者为税务抵扣申报的营业费用、福利食品、教育补助金与学费</li>
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<p>收入问卷模块：</p>
<p>调查向每位家庭受访者收集收入相关数据。除第一页外，该问卷主要涉及收入、国民保险缴款（National Insurance contributions）与个人所得税。未被列为支出记录者的儿童的收入信息由其父母一方提供，并录入父母的问卷中。收集的信息包括：就业状况与近期缺勤情况、雇员薪资、个体经营收入、国民保险缴款、养老金及其他定期津贴、临时性福利（社会保障福利及其他类型福利）、投资收益、一次性额外收入、直接向国内税收局（Inland Revenue）缴纳或退还的税款，以及儿童收入。</p>
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<p>日记记录模块</p>
<p>每份日记记录周期为14天。要求所有15岁及以上的家庭成员（1973年起调整为16岁及以上）记录其在14天内的所有支出。</p>
<p>NIFES与英国FES内容完全一致，因此采用相同的问卷与文档资料。但自1988年起，北爱尔兰地区的16岁及以上受访者会被问及一个关于宗教教派的自愿性问题。</p>