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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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409 documents found
  • The state we're in

    An online survey by Money and Mental Health of UK adults with and without mental health problems which explored levels of financial difficulty and the links with mental health problems during Covid-19

    Evidence type: Insight i

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

    Country/Countries:

    Year of publication: 2021

  • The essential guide to understanding poverty in the UK, 2023

    A comprehensive review, by the Joseph Rowntree Foundation, of the latest evidence to identify trends and understand the experiences and challenges of poverty in the UK in 2022

    Evidence type: Review i

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

    Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales

    Year of publication: 2023

  • The Financial Wellbeing of Scottish Households: Navigating the cost of living crisis

    A cross-sectional survey by University of Bristol and YouGov to explore the impact of the cost-of-living crisis on Scottish households compared with households in the rest of the UK in autumn 2022.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom, Scotland

    Year of publication: 2023

  • Squeezed out or opting out?

    A mixed-methods study by the Social Market Foundation to understand ethnic differences in the use of financial products and services in the UK and the drivers of these differences

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Unlocking the pay cycle

    A survey and qualitative interviews with users of Wagestream’s flexible-pay feature to understand the behavioural and financial wellbeing impacts of giving UK workers flexibility with their pay cycles

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Money and Me Campaign Evaluation

    A short, high-intensity digital media campaign run by Young Scot in Scotland to engage young people with Money and Me which provides online information about budgeting, saving, spending and taxes.

    Evidence type: Evaluation i

    Topics: Saving, Budgeting and Keeping Track, Financial Education, Financial Capability

    Country/Countries: United Kingdom, Scotland

    Year of publication: 2022

  • The intersecting impacts of mental ill-health and money problems on the financial wellbeing of people from ethnic minority communities

    The Money and Pensions Service commissioned semi-structured interviews with UK organisations working with people from minoritised ethnic communities with financial and/or mental health problems

    Evidence type: Insight i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales

    Year of publication: 2023

  • Money and mental health

    An interpretative analysis of the links between money and mental health among Australian adults and opportunities to build on existing, effective activities in the money and mental health sectors.

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt

    Country/Countries: Australia

    Year of publication: 2022

  • Buy Now, Pay Later: Market trends and consumer impacts

    A study by the US Consumer Financial Protection Bureau to assess the marketplace importance of Buy Now Pay Later lending products and the impacts of these on consumer in the US.

    Evidence type: Insight i

    Topics: Credit Use and Debt

    Country/Countries: United States

    Year of publication: 2022

  • No one left behind

    A mixed-methods study by MMHPI to understand the disproportionate economic and health disadvantage people with mental health problems face in some areas of the UK and how a place can help or harm people’s mental health and finances.

    Evidence type: Insight i

    Topics: Credit Use and Debt, Budgeting and Keeping Track

    Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales

    Year of publication: 2022

  • Workplace emergency saving: A landscape review of existing evidence

    A literature review by Nest Insight which summarises existing UK and US evidence of the potential benefits to employees of workplace emergency saving and the optimal design of such schemes.

    Evidence type: Review i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom, United States

    Year of publication: 2021

  • Gearing up for retirement

    A solution-focussed mixed-methods study which explores the barriers to greater pension saving among UK savers with low and moderate levels of engagement with their defined contribution saving schemes.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • The State of Financial Wellbeing: The Cost of Living Report 2022

    Surveys by Wagestream of UK employees and employers to explore the impact of the cost-of-living crisis on employee financial wellbeing, employer response and the impact of this on their employees.

    Evidence type: Insight i

    Topics: Saving, Budgeting and Keeping Track

    Country/Countries: United Kingdom

    Year of publication: 2022

  • ‘Fun to finance’ workshops and Money Mentoring with women

    A mixed-methods evaluation of the Many Sisters ‘Fun to finance’ practical lifestyle workshops and 1-2-1 Money Mentoring delivered online by Southern Housing Group to women tenants in East London

    Evidence type: Evaluation i

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

    Country/Countries: United Kingdom, England

    Year of publication: 2021

  • Payroll saving behaviours: Learnings from the UK sidecar savings trial

    A mixed-methods study of Salary Finance’s and Yorkshire Building Society’s sidecar payroll short-term saving scheme, Jars, which has been trialled with employees of five UK employers.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Employer pension contributions in the UK

    A mixed-methods study of the current UK employer pension contribution landscape and how innovation in the sector could support employees’ financial security in retirement better in the future

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Payroll Savings Schemes in Northern Ireland

    Understanding credit union, employee, and employer experiences of two pilot payroll savings schemes in Northern Ireland shortly following their launc

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: Northern Ireland

    Year of publication: 2022

  • Credit Counts and COVID-19: A rapid evidence review

    A summary of recent evidence for the Money and Pensions Service on the impact of Covid-19 on levels of credit use among UK adults and especially the use of consumer credit for everyday essentials.

    Evidence type: Review i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Nation of Savers and COVID-19: A rapid evidence review

    A summary of recent evidence for the Money and Pensions Service on the economic impacts of COVID-19 and how these may affect savings behaviour in the UK.

    Evidence type: Review i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2021

  • UK Adult Financial Wellbeing Survey 2021 Gender Report

    Analysis of the UK Adult Financial Wellbeing Survey 2021 by the Money and Pensions Service which compares measures of financial wellbeing between men and women in the UK in 2021.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2023