An online survey by Money and Mental Health of UK adults with and without mental health problems which explored levels of financial difficulty and the links with mental health problems during Covid-19
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track
Country/Countries:
Year of publication: 2021
The essential guide to understanding poverty in the UK, 2023
A comprehensive review, by the Joseph Rowntree Foundation, of the latest evidence to identify trends and understand the experiences and challenges of poverty in the UK in 2022
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track
Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales
Year of publication: 2023
The Financial Wellbeing of Scottish Households: Navigating the cost of living crisis
A cross-sectional survey by University of Bristol and YouGov to explore the impact of the cost-of-living crisis on Scottish households compared with households in the rest of the UK in autumn 2022.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track
Country/Countries: United Kingdom, Scotland
Year of publication: 2023
A mixed-methods study by the Social Market Foundation to understand ethnic differences in the use of financial products and services in the UK and the drivers of these differences
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Insurance and Protection, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2023
A survey and qualitative interviews with users of Wagestream’s flexible-pay feature to understand the behavioural and financial wellbeing impacts of giving UK workers flexibility with their pay cycles
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track
Country/Countries: United Kingdom
Year of publication: 2023
Money and Me Campaign Evaluation
A short, high-intensity digital media campaign run by Young Scot in Scotland to engage young people with Money and Me which provides online information about budgeting, saving, spending and taxes.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Budgeting and Keeping Track, Financial Education, Financial Capability
Country/Countries: United Kingdom, Scotland
Year of publication: 2022
The Money and Pensions Service commissioned semi-structured interviews with UK organisations working with people from minoritised ethnic communities with financial and/or mental health problems
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Credit Use and Debt
Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales
Year of publication: 2023
Financial Education Provision Mapping 2021
A mapping exercise undertaken by PwC and commissioned by MaPS to provide a snapshot of financial education programmes being delivered to children and young people across the UK in 2020/21
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education
Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales
Year of publication: 2022
An interpretative analysis of the links between money and mental health among Australian adults and opportunities to build on existing, effective activities in the money and mental health sectors.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Saving, Credit Use and Debt
Country/Countries: Australia
Year of publication: 2022
Buy Now, Pay Later: Market trends and consumer impacts
A study by the US Consumer Financial Protection Bureau to assess the marketplace importance of Buy Now Pay Later lending products and the impacts of these on consumer in the US.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Credit Use and Debt
Country/Countries: United States
Year of publication: 2022
A mixed-methods study by MMHPI to understand the disproportionate economic and health disadvantage people with mental health problems face in some areas of the UK and how a place can help or harm people’s mental health and finances.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Credit Use and Debt, Budgeting and Keeping Track
Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales
Year of publication: 2022
Workplace emergency saving: A landscape review of existing evidence
A literature review by Nest Insight which summarises existing UK and US evidence of the potential benefits to employees of workplace emergency saving and the optimal design of such schemes.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Saving, Pensions and Retirement Planning
Country/Countries: United Kingdom, United States
Year of publication: 2021
A solution-focussed mixed-methods study which explores the barriers to greater pension saving among UK savers with low and moderate levels of engagement with their defined contribution saving schemes.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Pensions and Retirement Planning, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2022
The State of Financial Wellbeing: The Cost of Living Report 2022
Surveys by Wagestream of UK employees and employers to explore the impact of the cost-of-living crisis on employee financial wellbeing, employer response and the impact of this on their employees.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Saving, Budgeting and Keeping Track
Country/Countries: United Kingdom
Year of publication: 2022
‘Fun to finance’ workshops and Money Mentoring with women
A mixed-methods evaluation of the Many Sisters ‘Fun to finance’ practical lifestyle workshops and 1-2-1 Money Mentoring delivered online by Southern Housing Group to women tenants in East London
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track, Financial Education, Financial Capability
Country/Countries: United Kingdom, England
Year of publication: 2021
Payroll saving behaviours: Learnings from the UK sidecar savings trial
A mixed-methods study of Salary Finance’s and Yorkshire Building Society’s sidecar payroll short-term saving scheme, Jars, which has been trialled with employees of five UK employers.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving
Country/Countries: United Kingdom
Year of publication: 2022
Employer pension contributions in the UK
A mixed-methods study of the current UK employer pension contribution landscape and how innovation in the sector could support employees’ financial security in retirement better in the future
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Pensions and Retirement Planning
Country/Countries: United Kingdom
Year of publication: 2022
A Cost-Benefit Evaluation of The Money House 5-Day Programme
A social cost-benefit analysis of MyBnk’s Money House 5-day programme, which delivers financial literacy education to young people aged 16-25 who live or are about to live independently in London.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Credit Use and Debt, Budgeting and Keeping Track, Financial Education, Financial Capability
Country/Countries: United Kingdom, England
Year of publication: 2020
Payroll Savings Schemes in Northern Ireland
Understanding credit union, employee, and employer experiences of two pilot payroll savings schemes in Northern Ireland shortly following their launc
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving
Country/Countries: Northern Ireland
Year of publication: 2022
Measuring Financial Literacy of Children Aged 4 to 6 years: Design and small-scale testing
Design, development and small-scale testing of a comic-strip based financial literacy measurement tool for children aged 4 to 6 years in a range of settings undertaken by Loughborough University.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving, Budgeting and Keeping Track, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2022
