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The UK Strategy for Financial Wellbeing is taking forward the work of the Financial Capability Strategy Opens in a new window

Evidence Summaries

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220 documents found
  • A field experiment on overdraft alerts

    An evaluation to assess the impact of interventions designed to increase the number of people taking action to deal with their overdrafts.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Evidence on mandated disclosure from the savings market

    An evaluation to inform future policy in the UK savings market, that tests the importance of disclosure design in protecting consumers and improving competition.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Encouraging customers to act at renewal

    An evaluation to assess the potential for improved renewal notices to encourage consumers to switch or negotiate their policy at renewal.

    Evidence type: Evaluation i

    Topics: Insurance and Protection

    Country/Countries: United Kingdom

    Year of publication: 2015

  • Stimulating interest: reminding savers to act

    An evaluation with savings account customers to assess the impact of extra reminders and messages on switching behaviour.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2015

  • Lloyds UK consumer digital index 2020

    This 2020 report uses behavioural and transactional data from over one million banking customers, as well as bespoke survey data, to build a comprehensive view of digital engagement in the UK.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales

    Year of publication: 2020

  • Changing trends of financial wellbeing

    This 2020 report from Close Brothers examines financial wellbeing among employees and considers how their financial health can be improved, with an emphasis on the role of employers.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales

    Year of publication: 2020

  • Evaluation of MyBnk Money Works

    Money Works is a financial education programme delivered by MyBnk across England and Wales. It aims to improve young people’s knowledge and digital skills in relation to financial matters.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: England, Wales

    Year of publication: 2018

  • Cash Pointers Up Front

    An intervention to improve financial capability outcomes for groups of young people, focusing on those outside of mainstream education.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2018

  • MoneyLab New approaches to spending money

    The MoneyLab model is a design-led project based on improving the financial skills of students. The project has provided students with a platform to tackle financial issues, drawing on their own experiences of money and how these experiences influence their sense of wellbeing.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2019

  • Get Set Family Financial Wellbeing Programme

    An evaluation of the Get Set financial capability programme, which aimed to introduce people to new money management skills though a series of workshops.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: England

    Year of publication: 2019

  • Eight ways to measure financial health

    This 2016 report details how the CFSI has developed eight indicators to measure financial health, aiming to establish a framework that steers the industry focus towards financial health.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United States

    Year of publication: 2016

  • How financially coping Americans plan, save and invest

    This 2020 report analyses planning, saving, and investing behaviours and obstacles faced by more than half of the US population, classed as ‘financially coping’.

    Evidence type: Insight i

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

    Country/Countries: United States

    Year of publication: 2020

  • Insights from the Financial Solutions Lab, 2014-2019

    This 2019 report shares the learnings of the Financial Solutions Lab in the area of the fintech solutions over during a five year period between 2014-2019.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United States

    Year of publication: 2019

  • Beyond financial inclusion: Financial health framework

    This 2017 report presents results of efforts to determine the validity of financial health as a core concept internationally.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United States

    Year of publication: 2017

  • Developing financial capability in children and young people

    This review from the Money and Pensions Service and MyPocketSkill aims to explain what works in the field of providing financial capability training for children and young people in the UK and beyond.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Financial Wellbeing: Using behavioural science to improve financial wellbeing in the UK

    This report summarises the evidence from behavioural science literature about financial wellbeing, alongside a review of other behaviour change interventions.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2020

  • Supporting credit union members in their financial wellbeing

    This paper examines the role of credit unions in improving the financial capability of members, through the provision of financial education and resources for credit unions to support this process.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK, Ireland

    Year of publication: 2020

  • Evaluating the quality of financial decision making

    This 2017 working paper from the Global Financial Literacy Excellence Centre introduces a method for measuring the quality of financial decisions in relation to financial competence.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: US

    Year of publication: 2017

  • Children and young people financial capability: Northern Ireland

    This 2019 report from the Money and Pensions Service presents findings from the 2019 Children and Young People’s Financial Capability Survey in Northern Ireland.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Northern Ireland

    Year of publication: 2019

  • Children and young people financial capability: Wales

    This 2019 report from the Money and Pensions Service presents findings from the 2019 Children and Young People’s Financial Capability Survey in Wales.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Wales

    Year of publication: 2019