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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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301 documents found
  • Managing money for the ‘just about managing’

    An evaluation to test whether a simple financial education tool can ‘nudge’ people to live within their means, building resilience and preventing them from falling into financial difficulties.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Education

    Country/Countries: England

    Year of publication: 2019

  • 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.

    Evidence type: Insight i

    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.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: US

    Year of publication: 2017

  • Pension Wise evaluation 2018/19: experiences and outcomes

    An evaluation of the Pension Wise service, examining the experiences of clients using Pension Wise in 2018/19.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    Country/Countries: UK

    Year of publication: 2020

  • 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.

    Evidence type: Insight i

    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.

    Evidence type: Insight i

    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.

    Evidence type: Insight i

    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.

    Evidence type: Insight i

    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.

    Evidence type: Insight i

    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.

    Evidence type: Insight i

    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.

    Evidence type: Insight i

    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.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Canada

    Year of publication: 2019

  • Closing The Gender Pay Gap In Pensions

    This article uses an advanced statistical model to study the distributional effects of the reformed Norwegian pension system with a particular focus on gender equality.

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: Norway

    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.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Australia

    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