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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

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357 documents found
  • Supporting Emergency Saving: Briefing paper 2

    An early evaluation of a trial of a hybrid workplace savings product, designed to improve both emergency savings and pension provision, based on qualitative interviews with employers and stakeholders

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Supporting Emergency Saving: Briefing paper 1

    An early evaluation of the policy around sidecar savings, based on learning from implementing a trial of a hybrid workplace savings product designed to improve both emergency savings and pension provision

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Can financial advice impact financial wellbeing?

    A survey of 2,000 working age people in Britain, exploring if there is a link between financial advice and financial wellbeing, conducted on behalf of a financial services provider

    Evidence type: Insight i

    Topics: Financial Education

    Country/Countries: England, Scotland, Wales

    Year of publication: 2020

  • The New Social Contract Shaping a retirement ready workforce

    A short report – a companion to a longer existing study - based on survey data about the role of employers in pension saving

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Employee financial well-being: Behavioural insights

    A review of literature on behavioural insights, with a focus on how the insights can be applied to increase the financial wellbeing of adults in the workplace

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2017

  • Evaluation of the Savings and Credit Pathfinders programme

    An evaluation of a UK-wide pilot programme, with three workstreams, aimed at improving saving and credit use amongst people in MaPS ‘Struggling’ and ‘Squeezed’ segments.

    Evidence type: Evaluation i

    Topics: Saving, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Supporting credit union members towards greater financial wellbeing

    This paper reports the results of an existing evaluation to recommend how credit unions can use financial education to improve the financial capability of their members

    Evidence type: Evaluation i

    Topics: Saving, Financial Education, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Open Banking for Good: Moving the Dial?

    A B2B qualitative evaluation of a programme by Nationwide Building Society to fund Fintech’s to develop Open Banking technology to help the financially squeezed.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2019

  • Who are the excluded?

    An analysis of a survey of the impact of coronavirus on personal and household finances in the UK, focusing on people who are excluded from government support schemes (CJRS and SEISS)

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Mortgage switching research

    An analysis of mortgage switching, using qualitative and quantitative research to understand the profile of non-switchers, barriers to switching and interventions that could encourage switching

    Evidence type: Insight i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Supporting emergency saving briefing 2: Employer experience

    Second briefing paper from the trial of a new sidecar savings product which combines emergency savings with defined contribution pension savings

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Beyond the defaults

    A qualitative and quantitative research and insight study looking at the barriers to engagement with pension contributions and if language can be better used to nudge consumers into saving more

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Who loses? The impact of planned universal credit cuts.

    An analysis of data from the Family Resources survey, modelling the medium-term impact of the planned reversal of temporary COVID-19 benefit policies, once universal credit is fully rolled out

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Retirement saving in the UK 2020

    An insight report based on data from members of NEST, the National Employment Savings Trust, covering members’ experiences of saving in the Nest pension scheme

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2021

  • The forgotten generation? Retirement income prospects GenX

    An interim report based on a survey and qualitative panels with people in the UK aged 40-55 about their retirement prospects.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • What works to improve wellbeing across interventions

    A review of impact evaluations to assess the use of the ONS24 measures of personal wellbeing: How are they being used, what is the quality of the impact evaluations and what are the key findings?

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Coronavirus financial impact tracker: safety nets

    Analysis of the impact of government schemes to support workers during coronavirus, based on a tracking survey of UK households.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Coping with housing costs during the coronavirus crisis

    A spotlight on how people are coping with housing costs, based on a survey of 6,005 UK working-age adults to assess the impact of coronavirus on various aspects of life.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Findings on family income & spending from coronavirus survey

    A survey and analysis of 6,005 UK working-age adults to assess the impact of coronavirus on living standards, according to family income quartile.

    Evidence type: Insight i

    Topics: Budgeting and Keeping Track

    Country/Countries: United Kingdom

    Year of publication: 2020

  • The effects of coronavirus on household finances

    An analysis of the impact of Covid-19 on household finances in the UK, using data from a budgeting app to show income and earning loss between March and May 2020.

    Evidence type: Insight i

    Topics: Budgeting and Keeping Track

    Country/Countries: United Kingdom

    Year of publication: 2020