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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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100 documents found
  • 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

  • The Money House: final evaluation report

    An evaluation of workshops for young people aged 16-25, designed to build financial capability and support the transition to independent living.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018

  • Children and young people financial capability deep dive: parenting

    A study assessing to what extent parent’s behaviour and attitudes towards money affects their children’s financial capability.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Final Evaluation of the YouthStart program

    Evaluation of a financial inclusion programme for young people in eight Sub-Saharan African countries. Financial services providers received grants and training, to provide savings advice and financial education for young people.

    Evidence type: Evaluation i

    Topics: Saving, Financial Education

    Country/Countries: Burkina Faso, Democratic Republic of Congo, Ethiopia, Malawi, Rwanda, Senegal, Togo and Uganda

    Year of publication: 2015

  • If it isn’t broke, don’t fix it – evidence of financial socialisation of children

    The study explores the role of financial socialisation in low-income Hispanic households, to determine if financial behaviours are passed down from parent to child.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United States

    Year of publication: 2017

  • Increasing youth financial capability: Evaluation of MyPath

    An evaluation of a financial education and financial capability programme for 14-18 year olds delivered by MyPath in the United States.

    Evidence type: Evaluation i

    Topics: Saving, Budgeting and Keeping Track, Financial Education

    Country/Countries: United States

    Year of publication: 2015

  • Core competencies framework on financial literacy (Youth)

    This 2015 OECD report contains an outcome-based core competencies framework on financial literacy for 15-18 year olds, developed by the OECD/International Network on Financial Education (OECD/INFE).

    Evidence type: Insight i

    Topics:

    Country/Countries: OECD countries

    Year of publication: 2015

  • OECD/INFE Toolkit for financial literacy/financial inclusion

    This 2018 OECD report contains the 2018 OECD/INFE toolkit for measuring financial literacy, developed by the OECD/International Network on Financial Education (OECD/INFE).

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: OECD countries

    Year of publication: 2018

  • Digitalisation and finance: Financial Markets, Insurance and Pensions

    This series of articles presents a framework to help financial regulators understand the developments in financial markets that are being driven by digital technologies and innovation.

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt

    Country/Countries: OECD Countries

    Year of publication: 2018

  • Financial education in Europe

    This 2016 OECD report assesses trends and recent developments in financial education in Europe, offering policy and practical suggestions for policymakers and stakeholders.

    Evidence type: Insight i

    Topics: Financial Education, Financial Capability

    Country/Countries: OECD / Europe

    Year of publication: 2016

  • The path towards smarter, more targeted and more effective financial literacy

    This report summarises evidence presented at a financial literacy symposium

    Evidence type: Insight i

    Topics: Saving, Budgeting and Keeping Track, Financial Capability

    Country/Countries: Canada

    Year of publication: 2017

  • Financial Education for all: Financial education strategies and best practices within the European Union

    The report describes financial education best practice across the EU and in particular 11 member states, with the goal of promoting awareness and good quality programmes across the EU.

    Evidence type: Insight i

    Topics: Financial Education, Financial Capability

    Country/Countries: Various European Union member states

    Year of publication: 2011

  • The impact of financial education for youth in Ghana

    The study is an evaluation of two school-based financial literacy education programs in government-run primary and junior high schools in Ghana.

    Evidence type: Evaluation i

    Topics: Saving, Financial Education

    Country/Countries: Ghana

    Year of publication: 2015

  • An evaluation of High School Financial Education

    Researchers conducted a randomised control trial where 9th grade students in Spain received a financial education course, resulting in increased involvement in financial matters at home and more patience in hypothetical saving choices.

    Evidence type: Evaluation i

    Topics: Saving, Financial Education

    Country/Countries: Spain

    Year of publication: 2018

  • An evaluation of Move On financial capability workshops

    Researchers evaluated two types of personal Financial Capabilities Workshops delivered by Move On in Scotland aimed at empowering 12-29 year olds in their early-adult financial decision-making.

    Evidence type: Evaluation i

    Topics: Financial Education, Financial Capability

    Country/Countries: Scotland

    Year of publication: 2018

  • An Evaluation of The Mix Money Helpline

    A money advice helpline for 16-25 year olds, run by peer volunteers, and supported by website information.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018

  • Secondary Money Twist

    A financial education programme for young people aged 11-16, delivered in secondary schools in England.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: England

    Year of publication: 2018

  • Birmingham Settlement What Works project

    Money workshops delivered by Birmingham Settlement with marginalised young people aged 11-25 in structured and community settings.

    Evidence type: Evaluation i

    Topics: Saving, Credit Use and Debt, Financial Education

    Country/Countries: England

    Year of publication: 2018

  • Evaluation of Life, Money, Action!

    Life, Money, Action! (LMA) is a financial capability education programme which supports youth practitioners to develop the financial capability of young people they work with.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England, Scotland and Wales

    Year of publication: 2018

  • Evaluation of My Money Now

    Evaluation of a project delivered by the National Youth Agency to 500 16-21 year olds, to improve their financial knowledge and to help them make good decisions about finances in the future.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018