Sources

Overall Income Inequality: Gini coefficient - Income (tax units)

What is the source data that the Chartbook relies on? Gini coefficient of unequivalised after-tax income among tax units (“Blue Book series”) from Atkinson and Micklewright (1992). The figure for 1938 is taken from the Royal Commission on the Distribution of Income and Wealth (1979); no multiplier is applied.

How does the Chartbook series compare with the source data?

Overall Income Inequality: Gini coefficient - Equivalised disposable household income ★

What is the source data that the Chartbook relies on? Gini coefficient of equivalised (modified OECD scale) disposable household income for all persons in the United Kingdom (Great Britain up to 2002). A single source series is used, taken from the Institute for Fiscal Studies Annual Report data for 'inequality'; the data are based on the Family Expenditure Survey from 1961 up to financial year 1993/4 (calendar years up to 1992), and the Family Resources Survey thereafter.

How does the Chartbook series compare with the source data?

Top Income Shares: Share of top 1% - Pre-tax national income (equal-split adults) ★

What is the source data that the Chartbook relies on? Pre-tax national income share held by the top 1%. A single source series is used, taken from WID.world. This data relates to individuals, assuming resources are split equally within couples.

How does the Chartbook series compare with the source data?

Top Income Shares: Share of top 1% - Post-tax national income (equal-split adults) ★

What is the source data that the Chartbook relies on? Post-tax national income share held by the top 1%. A single source series is used, taken from WID.world. This data relates to individuals, assuming resources are split equally within couples.

How does the Chartbook series compare with the source data?

Top Income Shares: Share of top 1% - Pre-tax fiscal income (individuals, excluding capital gains) ★

What is the source data that the Chartbook relies on? Pre-tax fiscal income share held by the top 1%. A single source series is used, taken from WID.world. This data relates to individuals over age 20.

How does the Chartbook series compare with the source data?

Poverty: Share below 60% median - Equivalised disposable household income ★

What is the source data that the Chartbook relies on? Percentage of individuals in households with equivalised (modified OECD-scale) disposable household income (before housing costs deducted) below 60 per cent of the median in the United Kingdom (Great Britain up to 2001/2), measured before housing costs are deducted (BHC). A single source series is used, taken from Institute for Fiscal Studies Annual Report data for poverty; the data are based on the Family Expenditure Survey from 1961 up to financial year 1993/4 (calendar years up to 1992), and the Family Resources Survey thereafter.

How does the Chartbook series compare with the source data?

Earnings Dispersion: Top decile as % median - Gross individual earnings ★

What is the source data that the Chartbook relies on? Gross individual earnings at top decile as percentage of median for all full-time workers. Figures from 1997 to 2021 are taken from the Annual Survey of Hours and Earnings (ASHE) time series of selected estimates; we linked back across subseries in the source in 2011, 2006 and 2004 to account for methodological changes. This series is linked back at 1997 to data from the annual New Earnings Survey (NES) as presented in Atkinson (2008). Linked back at 1968 to calculations based on Inland Revenue income tax data (Schedule E earnings) from Atkinson (2008); the source notes, 'there is no reason to expect the distribution generated by the Schedule E data to be the same as that from the NES. NES data relate to the current pay period; the Schedule E data to annual earnings. The coverage differs in terms of both people and earnings'; the figure for 2021 is preliminary.

How does the Chartbook series compare with the source data?

Wealth Inequality: Share of top 1% - Individual net wealth (estate interpolated series)

What is the source data that the Chartbook relies on? Total household net wealth share held by top 1%. A single source series is used, taken from Alvaredo, Atkinson and Morelli (2017), which makes allowance for wealth of the excluded population; series interpolated where there are no wealth estimates using share of top 1% of estates as interpolating variable based on the estimated relationship.

How does the Chartbook series compare with the source data?

Wealth Inequality: Share of top 1% - Individual net wealth (equal-split adults) ★

What is the source data that the Chartbook relies on? Total household net wealth share held by wealthiest 1% from WID, based on Alvaredo, Atkinson and Morelli (2017) and Blanchet and Martinez-Toledano (2021); linked at 1995 to original series by Alvaredo, Atkinson and Morelli (2017), which makes allowance for wealth of the excluded population, and is interpolated where there are no wealth estimates using the share of top 1% of estates as interpolating variable based on the estimated relationship.

How does the Chartbook series compare with the source data?

References