An evaluation of the Family Fortunes programme
A family learning programme aimed at supporting low-income households, with children aged 7-11, living in disadvantaged areas.
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: Financial Education, Financial Capability
Country/Countries: England
Year of publication: 2018
Family Finance Project (FFP) - Evaluation
Financial capability training delivered by Gingerbread (using face to face and online facilitated approaches) to 130 workless single parents in South Wales.
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, Financial Capability
Country/Countries: Wales
Year of publication: 2018
Financial capability of children, young people and parents in the UK 2016
Report of a UK-wide survey of the financial capability – knowledge, attitudes and behaviours – of 4-17-year-olds and their parents
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, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2017
Savings for the future: solving the savings puzzle for low income households
A qualitative review of the role of informal savings approaches in financial resilience in low-income households.
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
Country/Countries: United Kingdom
Year of publication: 2017
Promoting women’s financial well-being in Regional Australia
Workshops and webinars delivered by 10thousandgirl to women living in regional and rural Australia.
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: Financial Capability
Country/Countries: Australia
Year of publication: 2017
The social impact of Fair For You
A social impact assessment of the difference that Fair For You offers customers who need a flexible and affordable loan to buy household goods.
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
Country/Countries: United Kingdom
Year of publication: 2016
Parental debt and children’s socioemotional well-being
This study explores associations between parental debt, home mortgage, student loan, automobile and other debts with children’s socioemotional well-being.
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: USA
Year of publication: 2016
Financial resilience in Australia 2015
Nationally representative survey, undertaken by the Centre for Social Impact and NAB, to understand levels of financial resilience in Australia.
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 Capability
Country/Countries: Australia
Year of publication: 2016
New insights from the Social Market Foundation on the level and nature of financial capability in Great Britain, and recommendations for how to improve this using the Wealth and Assets Survey.
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, Financial Capability, Budgeting and Keeping Track
Country/Countries: England, Scotland and Wales
Year of publication: 2016
The damage of debt: The impact of money worries on children's mental health and well-being
Literature review, analysis of existing quantitative data and qualitative research by the Children’s Society examining the effect of family money worries on children’s mental health.
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: England and Wales
Year of publication: 2016
Green paper: Saving us from ourselves
A green paper produced by the Open University Business School, focusing on how to make the general public more financially resilient and sets out their agenda to increase saving & investing.
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
Year of publication: 2015
Analysis of the Wealth and Assets survey and a review of evidence to explore how to overcome economic and behavioural barriers to savings in UK households, thus improving financial resilience.
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
Country/Countries: United Kingdom
Year of publication: 2015
Financial inclusion annual monitoring report 2015
This report presents data and identifies trends on a range of indicators of financial inclusion in Britain in 2015.
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 Capability
Country/Countries: United Kingdom
Year of publication: 2015
Financial education of vulnerable young people
This All-party Parliamentary Group inquiry considers how to help vulnerable young people manage their money, based on a call for evidence and consultation with YPs who had experienced homelessness.
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, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2013
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, Financial Education
Country/Countries: International review
Year of publication: 2012
Youth financial education programme in Brazil
Financial education programme delivered in schools in Brazil, with an evaluation spanning 18 months and 20,000 pupils
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: Financial Education
Country/Countries: Brazil
Year of publication: 2012
Money matters in times of change: financial vulnerability through the life course
A qualitative study to explore the causes of financial vulnerability across specific life transitions/events.
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 Capability
Country/Countries: Australia
Year of publication: 2011
Citizens Advice's 'East of England Financial Capability and Inclusion Project'
Financial capability training provided to front-line workers and beneficiaries to improve financial inclusion in the East of England.
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: Financial Education, Financial Capability
Country/Countries: England
Year of publication: 2011
Planting the seed: Your Money Garden financial education project
A short evaluation of a community-based scheme delivering financial education workshops for women in Northern Ireland.
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: Financial Capability
Country/Countries: Northern Ireland
Year of publication: 2011
Review of the initiatives of the European Commission in the area of financial education
A review of four EU initiatives to promote financial education.
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: Financial Education, Financial Capability
Country/Countries: EU countries
Year of publication: 2011
