Just Coping: A new perspective on low-income families
A literature review followed by ethnographic research and stakeholder shadowing to explore issues faced by low-income families
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics:
Country/Countries: United Kingdom
Year of publication: 2023
UK Children and Young People’s Financial Wellbeing Survey
A survey by MaPS of a representative sample of UK children aged 7-17 to produce robust measures of financial wellbeing and capability.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2023
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
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track
Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales
Year of publication: 2023
Financial Education Provision Mapping 2021
A mapping exercise undertaken by PwC and commissioned by MaPS to provide a snapshot of financial education programmes being delivered to children and young people across the UK in 2020/21
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education
Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales
Year of publication: 2022
Financial Foundations and COVID-19: A rapid evidence review
A rapid evidence review undertaken in 2021 for the Money and Pension’s Service to identify emerging evidence of the impacts of the Covid-19 pandemic on children’s financial education
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Financial Education
Country/Countries: United Kingdom
Year of publication: 2021
Measuring the long-term impacts of debt advice, 2021
Results from a two-year quantitative longitudinal pilot study by the Money and Pensions Service to understand in-depth the medium and long-term impacts of encouraged debt advice on clients in the UK.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Credit Use and Debt
Country/Countries: United Kingdom
Year of publication: 2022
Children and Young People Financial Education Innovation and Evaluation Programme: Synthesis Report
Ecorys UK, in partnership with the Personal Finance Research Centre (PFRC) at the University of Bristol, was commissioned by The Money and Pensions Service (MaPS) to evaluate the Children and Young People (CYP) Financial Education Innovation and Evaluation Programme. This report synthesises the key findings and learnings for the programme, drawing on the evaluation evidence of all seven pilot projects.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: England, Scotland, Northern Ireland
Year of publication: 2022
Evaluation of Teenage Cancer Trust and The Money Charity’s ‘Money, Cancer and Me’ pilot.
Ecorys conducted a development, process and outcomes project-level evaluation of ‘Money, Cancer and Me’, between February and August 2021.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: United Kingdom
Year of publication: 2022
Evaluation of the Scotland’s Financial Schools pilot
The Scotland’s Financial Schools pilot project developed a digital ‘one-stop-shop’ of financial education teaching resources aimed at improving attitudes, knowledge, and confidence amongst teachers.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: Scotland
Year of publication: 2022
Financial education for 16 and 17 year olds pathfinder evaluation
Evaluation of five pathfinder projects in mainstream and non-mainstream settings in England to understand how to scale the delivery of effective financial education for 16 and 17 year olds.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: England
Year of publication: 2021
Barriers to planning for retirement and later life
A review of literature on barriers to planning for retirement and later life.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Pensions and Retirement Planning
Country/Countries: United Kingdom, United States, China
Year of publication: 2020
A review of credit card literature
A review of the literature on consumer credit card use, to inform policy implementers in consumer protection in the UK market.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Credit Use and Debt
Country/Countries: United Kingdom, United States
Year of publication: 2015
The Living Standards Audit 2020
This 2020 report takes a look at the impact of the coronavirus pandemic and associated crises on the living standards of people in the UK.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track
Country/Countries: United Kingdom
Year of publication: 2020
Evaluation of MyBnk Money Works
Money Works is a financial education programme delivered by MyBnk across England and Wales. It aims to improve young people’s knowledge and digital skills in relation to financial matters.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: England, Wales
Year of publication: 2018
An intervention to improve financial capability outcomes for groups of young people, focusing on those outside of mainstream education.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Capability
Country/Countries: England
Year of publication: 2018
Your Money Matters: An Evaluation
An evaluation of Young Money’s ‘Your Money Matters’ financial education textbook, that was aimed at 14-16 year olds, along with the accompanying teacher’s guide.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Education
Country/Countries: England
Year of publication: 2020
Insights from the Financial Solutions Lab, 2014-2019
This 2019 report shares the learnings of the Financial Solutions Lab in the area of the fintech solutions over during a five year period between 2014-2019.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: United States
Year of publication: 2019
Developing financial capability in children and young people
This review from the Money and Pensions Service and MyPocketSkill aims to explain what works in the field of providing financial capability training for children and young people in the UK and beyond.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Financial Capability
Country/Countries: United Kingdom
Year of publication: 2018
Financial Wellbeing: Using behavioural science to improve financial wellbeing in the UK
This report summarises the evidence from behavioural science literature about financial wellbeing, alongside a review of other behaviour change interventions.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Financial Capability
Country/Countries: UK
Year of publication: 2020
Children and young people financial capability: Northern Ireland
This 2019 report from the Money and Pensions Service presents findings from the 2019 Children and Young People’s Financial Capability Survey in Northern Ireland.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: Northern Ireland
Year of publication: 2019
