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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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441 documents found
  • 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.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Australia

    Year of publication: 2019

  • How Families Teach Children About Money

    This 2019 report from MaPS aims to further understanding about financial education in the home and identify examples of good practice in terms of the strategies that parents are using.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    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.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • The Financial Power Of Women

    This report uses quantitative analysis to give in-depth analysis of the financial power of women, including addressing the gender pay gap disparity and examining women’s pensions inequality.

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: UK

    Year of publication: 2019

  • The Preventative Advice Gap

    This 2016 Citizens Advice report uses national polling data and in-depth interviews to assess the impact of the lack of preventative money advice.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2016

  • The Referral Gap

    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.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: England, Scotland, Wales.

    Year of publication: 2016

  • Understanding Financial Resilience In A World Of Uncertainty

    This 2019 StepChange report looks at the financial resilience gap by examining what situations trigger people to enter a spiral of financial difficulties and problem debt.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: England, Scotland, Wales

    Year of publication: 2019

  • Financial Literacy: Inclusion And Wellbeing In Ukraine

    This 2019 StepChange report examines levels of financial literacy within Ukraine, comparing the results to other OECD economies.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Ukraine

    Year of publication: 2019

  • The Sara Financial Wellbeing Programme For Women

    An evaluation by Smartsteps of a financial wellbeing programme for female survivors of family abuse, in Victoria, Australia.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: Australia

    Year of publication: 2019

  • Lets Talk Money: Evaluation Report

    An evaluation by Bluebird Consultants looking at the impact of the Let’s Talk Money programme in the Melbourne region of Australia.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: Australia

    Year of publication: 2018

  • How The UK Saves 2019

    This report assesses the enrolment, savings, investment and engagement activity of workers; using data from the National Employment Savings Trust (Nest).

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: UK

    Year of publication: 2019

  • Addressing Financial Abuse

    This 2016 Citizens Advice report presents a framework to help creditors and advice partners challenge financial abuse in intimate relationships.

    Evidence type: Insight i

    Topics: Credit Use and Debt, Financial Education

    Country/Countries: UK

    Year of publication: 2016

  • Saver Plus: Pathways To Wellbeing

    An evaluation of Saver Plus, a financial education and matched savings programme developed by ANZ and the Brotherhood of St Laurence.

    Evidence type: Evaluation i

    Topics: Saving, Financial Education

    Country/Countries: Australia

    Year of publication: 2018

  • Evaluation Of Penda: A Financial Empowerment App

    An evaluation of a financial empowerment app for female survivors of domestic and family violence in Queensland, Australia.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: Australia

    Year of publication: 2018

  • Financial Security For Women In Business

    An evaluation of the ‘Financial Security for Women in Business’ programme, which provides support, training, and private mentoring to businesswomen in Victoria, Australia.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: Australia

    Year of publication: 2018

  • The State Of US Financial Capability

    This 2019 report from the Financial Industry Regulatory Authority uses a national financial capability survey to explore levels of financial capability in the United States.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: US

    Year of publication: 2019

  • Literacy And Financial Capability: An Evidence Review

    This 2019 review from the National Literacy Trust examines the evidence base that explores the links between literacy and financial capability.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: UK, United States

    Year of publication: 2019

  • Borrowing Behaviour A Systematic Review

    This 2019 review details the findings of a systematic review that was conducted to understand people’s borrowing behaviour and how it impacts their financial wellbeing

    Evidence type: Review i

    Topics: Credit Use and Debt

    Country/Countries: UK

    Year of publication: 2019

  • What can retail banking do to build financial capability?

    This 2019 report from the Money and Pensions Service seeks to understand and explain how financial capability is embedded within the core products and services of the retail-banking sector.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • Right Place, Right Time

    This insight report used data from an online survey of 3,500 working age adults to explore how people view asking for help with their finances.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2017