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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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55 documents found
  • Maternity matters: final report

    An evaluation of Maternity Matters project, which focuses on providing financial capability advice to women identified as having special needs in pregnancy.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Scotland

    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

  • 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 Cut: Financial Wellness In Diverse Populations

    An examination of specific sub-populations’ views and experiences from the wider Prudential Financial Wellness Survey.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: USA

    Year of publication: 2018

  • Improving Financial Health Of Low Income Groups

    A review of evidence and some further research to identify priority groups and better product design to improve financial capability among those with low incomes.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2016

  • Behaviour Change Campaigns

    The report investigates five behaviour change campaigns and draws on their insights to create 11 key lessons that can give evidence, direction and momentum to MAS.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Worldwide

    Year of publication: 2019

  • Managing Chang£...What works?

    Evaluation of Advice NI’s FinCap intervention, targeted at people with chronic or acute mental health conditions, delivered through a training and referrals process.

    Evidence type: Evaluation i

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

    Country/Countries: Northern Ireland

    Year of publication: 2018

  • Advising Communities' Money Well project

    Financial Capability training and support for people with mental health needs and low well-being delivered by Advising Communities in South London.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018

  • An evaluation of an alternative money advice service for survivors of domestic abuse

    A mixed methods evaluation of a bespoke money advice service to support domestic abuse survivors, as provided by Anglia Care Trust.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2018

  • Teaching everyday money skills to young people with disabilities

    Work Pay$ is a workplace/classroom based financial literacy pilot programme delivered to young people with disabilities in Adelaide, Australia.

    Evidence type: Evaluation i

    Topics: Financial Education, Financial Capability

    Country/Countries: Australia

    Year of publication: 2017

  • Women and High Cost Credit: home credit

    This work is a review by the Personal Finance Research Centre of existing research, reports and policy documents, looking at female consumers and assessing their vulnerability to high cost home credit.

    Evidence type: Review i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2017

  • Savings for the future: solving the savings puzzle for low income households

    A qualitative review of the role of informal savings approaches in financial resilience in low-income households.

    Evidence type: Insight i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2017

  • Cash pointers: improving financial confidence for young people

    Money skills training and advice delivered by 1625 Independent People in a wide range of community settings to current or potential social housing tenants aged 16-25.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2017

  • Measuring financial capability

    Literature review to inform Citizens Advice’s development of its own financial capability framework, aligned with the UK Financial Capability Strategy.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: England and Wales

    Year of publication: 2017

  • Promoting women’s financial well-being in Regional Australia

    Workshops and webinars delivered by 10thousandgirl to women living in regional and rural Australia.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Australia

    Year of publication: 2017

  • Your Money Your Home: legacy report

    Legacy report of an evaluation of a Wales Co-Op project that aimed to improve the financial capability of tenants in the private rented sector, including raising awareness of benefit changes.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Wales

    Year of publication: 2017

  • The social impact of Fair For You

    A social impact assessment of the difference that Fair For You offers customers who need a flexible and affordable loan to buy household goods.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Financial Technology (FinTech) research briefing

    This report identifies issues around financial inclusion, the regulation of financial innovation, identity and cybersecurity as the most significant challenges for the developing a FinTech sector.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Paying more to be poor: the poverty premium in energy, telecommunications and finance

    Qualitative and quantitative research commissioned by Citizens Advice Scotland to explore the extent of the poverty premium paid by low income households and recommend how to address this.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Scotland

    Year of publication: 2016