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.
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 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.
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: 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.
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: 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.
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: 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.
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: 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.
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: 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.
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: Wales
Year of publication: 2019
Children and young people financial capability: Scotland
This 2019 report from the Money and Pensions Service presents findings from the 2019 Children and Young People’s Financial Capability Survey in Scotland.
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: Scotland
Year of publication: 2019
Improving financial capability through digital skills
This 2019 report from the Good Things Foundation explores how digital skills can be improved among low-income families in financial difficulties.
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: UK
Year of publication: 2019
Exploring the connection between social mobility and financial capability
This 2019 report from the National Youth Agency explores how financial capability may improve the social mobility of young people by raising awareness of the implications of financial decisions.
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: UK
Year of publication: 2019
Financial education: lessons from behavioural insights
This 2019 OECD report gives a short overview of the ways that behavioural insights are relevant to financial education, and summarises five lessons that policy makers can follow.
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:
Year of publication: 2019
Understanding the gender pensions gap
This 2019 report from the Pensions Policy Institute focuses on the gender pensions gap, assesses the main drivers of it and discusses possible policies to mitigate it.
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: UK
Year of publication: 2019
Stuck In Debt: Why Do People Get Trapped In Problem Debt?
This 2017 Citizens Advice report examines consumer borrowing and presents new analysis of long-term problem debt in Great Britain.
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: England, Scotland, Wales
Year of publication: 2017
The Cost Of Financial Insecurity
This 2018 Citizens Advice report provides a picture of financial insecurity in UK households, and how different groups of people try to manage that insecurity.
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: UK
Year of publication: 2018
Supporting Self Employed People To Save For Retirement
This report explores and tests different approaches to enabling increased long-term saving among self-employed people.
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
Country/Countries: UK
Year of publication: 2019
The Financial Health, Resilience And Wellness Of Canadians
This report explores consumer financial health, wellness and resilience among Canadians using a range of financial health indicators and demographics.
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: Canada
Year of publication: 2019
Financial Wellbeing: A Survey Of Adults In Australia
This 2018 report from ANZ Banking Group presents the results from the sixth survey in this series, exploring financial literacy, attitudes and behaviour.
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: 2019
Childhood Financial Capability And Young Adult Outcomes
This 2019 report from the Money and Pensions Service investigates the links between childhood financial capability and outcomes in young adults.
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: UK
Year of publication: 2019
This 2016 Citizens Advice report uses national polling data and in-depth interviews to assess the impact of the lack of preventative money advice.
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: UK
Year of publication: 2016
This 2016 Citizens Advice report uses survey data and qualitative research to set out how warm referrals between trusted sources of free and paid-for advice can help close the referral gap.
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: England, Scotland, Wales.
Year of publication: 2016
