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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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247 documents found
  • The Living Standards Audit 2020

    This 2020 report takes a look at the impact of the coronavirus pandemic and associated crises on the living standards of people in the UK.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Automatically enrolling consumers into overdraft alerts

    This 2018 report assesses the impact of automatically enrolling consumers into overdraft alerts, using consumer data from across six major banking institutions.

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • The impact of annual summaries, texts and apps on behaviour

    This 2015 report assesses the impact of annual summaries, text alerts and mobile banking apps on consumers.

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2015

  • Weighing anchor on credit card debt

    An evaluation to assess the impact of stopping customers selecting credit card repayments at the contractual minimum amount.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • The financial health check

    An evaluation of the financial health check, that helps consumers review their spending and create achievable financial goals.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United States

    Year of publication: 2018

  • The success in nudging consumers to pay credit card debt

    An evaluation to assess the impact of nudge interventions designed to increase credit card payments.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Intentions, beliefs and actions to pay credit card debt

    An evaluation to assess the impact of disclosure interventions designed to increase payments and improve behaviour regarding credit card debt.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • 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