Safeguarding the financial lives of older people

The aim of this market research survey is to understand your thoughts, attitudes and usual practice regarding your loved one's personal finances.

At Kalgera, we are building ‘fintech for good’ with a particular focus on supporting older people to lead healthy financial lives. We want to keep vulnerable people and their caregivers at the heart of our technology development process, so we’re creating a new User Panel that we’d love you to join (more at the end of the survey).  

*Throughout the survey, assume the broadest definition of caregiver. If you help your loved one in any way be that by checking in by phone / in person, picking up groceries or helping manage their money, this is seen as care. 
*Completion and submission of this survey is understood to be consent to participation.

Are you currently a caregiver of an older person?

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* 1. Are you currently a caregiver of an older person?

Who do you care for? Select as many as apply:

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* 2. Who do you care for? Select as many as apply:

How long have you helped the person (or persons) you mainly care (or cared) for?

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* 3. How long have you helped the person (or persons) you mainly care (or cared) for?

Do you help them manage their money?

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* 4. Do you help them manage their money?

If you currently help them manage their money, how often do you do this?

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* 5. If you currently help them manage their money, how often do you do this?

What is your age?

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* 6. What is your age?

What is your current relationship status?

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* 7. What is your current relationship status?

Do you have a child / children?

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* 8. Do you have a child / children?

What are the living arrangements of the person you care for?

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* 9. What are the living arrangements of the person you care for?

What are their sources of income?

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* 10. What are their sources of income?

Who is the main decision maker when it comes to their finances?

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* 11. Who is the main decision maker when it comes to their finances?

How many bank accounts or credit cards do you believe they currently have (including savings accounts/ISAs, private pensions)?

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* 12. How many bank accounts or credit cards do you believe they currently have (including savings accounts/ISAs, private pensions)?

Does the older person have mental capacity to make financial decisions themselves?

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* 13. Does the older person have mental capacity to make financial decisions themselves?

Do you hold Power of Attorney over the affairs of the person(s) you care for?

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* 14. Do you hold Power of Attorney over the affairs of the person(s) you care for?

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