GESIS - DBK - ZA5647

ZA5647: Saving and old-age provision in Germany (SAVE) 2013

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  • ZA5647_fb.pdf (Questionnaire) 1 MByte
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Bibliographic Citation

Citation Citation Börsch-Supan, Axel; Coppola, Michela; Lamla, Bettina ; Bucher-Koenen, Tabea (2014): Saving and old-age provision in Germany (SAVE) 2013. GESIS Data Archive, Cologne. ZA5647 Data file Version 1.0.0,
Study No.ZA5647
TitleSaving and old-age provision in Germany (SAVE) 2013
Current Version1.0.0, 2014-4-11,
Date of Collection06.06.2013 - 15.08.2013
Principal Investigator/ Authoring Entity, Institution
  • Börsch-Supan, Axel - Munich Center for the Economics of Aging (MEA), Max-Planck-Institute for Social Law and Social Policy
  • Coppola, Michela - Munich Center for the Economics of Aging (MEA), Max-Planck-Institute for Social Law and Social Policy
  • Lamla, Bettina - Munich Center for the Economics of Aging (MEA), Max-Planck-Institute for Social Law and Social Policy
  • Bucher-Koenen, Tabea - Munich Center for the Economics of Aging (MEA), Max-Planck-Institute for Social Law and Social Policy


AbstractSaving and investment behaviour in private households. Possibilities and needs of financial precaution in private households. Retirement planning. Pension. 1. Accumulation of money and current income situation: management of average monthly income in 2012; amount actually saved in 2012; precise list of all monthly sources of respondent’s and if not widowed his or her partner’s income; total amount of net income; refused or granted credit within the past five years; no application for credit because of expectation of refusal. 2. Retirement: expected age of retirement; respondent retired; expected kind of respondent’s and partner’s income during retirement; expected (private) pension as percentage of last expected net income; if estimation does not include the private pension: reasons for the estimation of the expected pension without the private pension; expectation to work during retirement to supplement pension; pro and contra working during retirement (enjoyment of work, financial situation, state of health, wish to have more time for other things); expected need for financial support at the age of retirement; expected support from children, other relatives and friends or the state; evaluation of time of entry into retirement: wish for earlier or later entry (in years); occupations in addition to retirement within the last year and reasons of having them; percentage of the household’s net income due to those occupations and similar one’s of the partner; wish to receive employer’s pension scheme; information provided by employer about pension scheme. 3. Property ownership: a member of the household is the owner of the housing; market value of the housing property; other property ownerships and properties’ market value. 4. Monetary assets: quantity, kind (economizers, building loan contracts, fixed-interest securities, equity and real estate funds or other securities); worth of all owned monetary assets at the end of 2012; no monetary assets at the end of 2012. 5. Employer´s pension scheme and private pension scheme: quantity, kind (life insurance, employer’s pension scheme, government-funded private pension scheme, private pension insurance), estimated or known balance and monthly contribution at the end of 2012; no pension scheme at the end of 2012. 6. Loan or mortgage: financial charge of respondent or partner that is not covered at the end of 2012; kind of loan. 7. Operating assets and other assets: respondent’s and his or her partner’s operating assets; market value of those assets at the end of 2012; other active debts and its worth; other assets (e.g. jewelry or antiquities) and its worth. 8. Attitudes and expectations: assessment of future economic development in Germany and Europe, assessment of one’s own future economic situation, the spending power of currency, stability of the financial sector and the future of the Euro as a currency; risk-taking behaviour towards one’s health, carrier, financial matters, leisure, sports and while driving; prefer years of working against years of retirement in the scenario of getting 3 more years to live; attitudes towards provision for old age: responsibility of the state, the individual, guarantee of the governmental, private and work related pension; overall trust towards people. 9. Government-funded contracts and insurances: statutory or private nursing care insurance; additional private nursing care insurance; knowledge about additional government funding for private nursing care insurance; estimated percentage of yearly premium for cost coverage. Demography: gender; age (year of birth); living together with a partner; number of children and persons in the household (size of household); educational degree; educational training of respondent and his or her partner; profession of respondent and partner; reason for part time occupation of respondent and partner; union membership of respondent and partner; highest degree of respondent’s parents; lived with parents at the age of 10; amount of books in the household when the respondent was 10 years old. Additionally coded was: urbanization; state; number of administrative district; survey wave; weighting factor.
Categories Categories
  • Saving, Investment of Money
  • Income, property and investment/saving
  • Retirement
Old Topics Old Topics
  • 17.2 Income, property and investment/saving
  • 17.4 Economic conditions and indicators
  • 17.6 Economic systems and development


Geographic Coverage
  • Germany (DE)
UniverseGerman speaking inhabitants aged 18 years and over.
Sampling Procedure Sampling Procedure
The sample contains all respondents of the SAVE VII survey. No Refreshment sample has been performed.
Mode of Collection Mode of Collection
Self-administered questionnaire: Paper
Data CollectorTNS Infratest, Munich
Date of Collection
  • 06.06.2013 - 15.08.2013

Errata & Versions

VersionDate, Name, DOI
1.0.0 (current version)2014-4-11 first archive edition
Errata in current version
Version changes

Further Remarks

NotesFurthers studies of this series are archived in ZA4051, ZA4436, ZA4437, ZA4521, ZA4740, ZA4970, ZA5230 and ZA5292.
Number of Units: 1430
Number of Variables: 226
Analysis System(s): SPSS, Stata


  • Heien, Thorsten; Kortmann, Klaus; Heckmann, Jochen: Sparen und Altersvorsorge in Deutschland 2013 (SAVE X) München: TNS Infrastest Sozialforschung, Methodenbericht 2013
Relevant full texts
from SSOAR (automatically assigned)


  • Saving and old-age provision in Germany (SAVE)
    Saving and Financial Investment of Private Households