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Evidence Summaries

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402 documents found
  • Right Place, Right Time

    This insight report used data from an online survey of 3,500 working age adults to explore how people view asking for help with their finances.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2017

  • Children and Young People Financial Capability

    This study provides insight into the links between children’s individual characteristics, skills, and environmental factors affecting them, and their financial capability.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Improving Money Management in Working Age Adults

    An evidence review to understand ‘what works’ to help working age adults manage their money effectively.

    Evidence type: Review i

    Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track

    Country/Countries: United Kingdom

    Year of publication: 2018

  • What Drives Financial Behaviour in Children and Young People

    This study provided a platform for MAS to check that the common conceptual definitions and understanding of financial capability among young people are consistent with their survey research.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Vulnerable Children and Financial Capability

    This review examines which children and young people are most vulnerable to poor financial capability, and/or face disproportionately large impacts of poor financial decisions.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2018

  • How The UK Saves

    This insight report examines the enrolment, savings and investment activity of workers using data from the National Employment Savings Trust (NEST).

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Market Segmentation Overview 2016

    This insight report uses segmentation techniques to identify and profile the specific financial and advice needs of different groups of people.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Market Segmentation Infographics 2018

    This 2019 insight report uses segmentation techniques to identify and profile the specific financial and advice needs of different groups of people, based on 2018 data.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2019

  • Initiating budgeting behaviour among non-budgeters

    An evaluation of a pilot project that provided points to participants in exchange for responding to short quizzes and financial education messaging related to budgeting.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track

    Country/Countries: Canada

    Year of publication: 2017

  • Defining, measuring and predicting financial capability

    This report uses the UK Financial Capability Survey to define and measure financial capability in the UK.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Interplay Between Health Financial Wellness Benefits

    Online survey of 2,000 full-time US employees with access to health wellness benefits

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: USA

    Year of publication: 2019

  • The Cut: Financial Wellness In Diverse Populations

    An examination of specific sub-populations’ views and experiences from the wider Prudential Financial Wellness Survey.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: USA

    Year of publication: 2018

  • Financial Well Being In The Workplace

    Research study and development of a portal and guidance to enable employers to offer routes to financial health

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2017

  • Employers Guide To Financial Wellbeing

    A survey of 10,053 UK employees, measuring financial wellness, including developing and using a simple 1-5 scale of wellness.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2018

  • Natwest Financial Capability And Young Workers

    NatWest commissioned a survey to better understand young employees’ and particularly apprentices’ financial attitudes and behaviours, as well as employer views.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2018

  • Ideas And Results From The Financial Capability Lab

    An overview of progress in identifying and testing ideas to address three challenging areas in the UK Financial Capability Strategy.

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track, Financial Capability

    Country/Countries: UK

    Year of publication:

  • What Works Fund Evidence Analysis By Life Stage

    A funding programme run by MAS to fill in the evidence base about interventions that make a measurable impact on financial capability.

    Evidence type: Insight i

    Topics: Financial Education, Financial Capability

    Country/Countries: UK

    Year of publication: 2018

  • Improving Financial Health Of Low Income Groups

    A review of evidence and some further research to identify priority groups and better product design to improve financial capability among those with low incomes.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2016

  • The Squeezed Segment

    Qualitative study for MAS to give further insight into the “squeezed” segment, one of three core groups of consumers.

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track, Financial Capability

    Country/Countries: UK

    Year of publication: 2016

  • Assessing Financial Capability And Well Being In Ireland

    National survey and analysis of financial capability and well-being in Ireland.

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Budgeting and Keeping Track, Financial Education, Financial Capability

    Country/Countries: Ireland

    Year of publication: 2018