Evaluation Scotland Wales
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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108 documents found
  • 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

  • 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

  • Initiating budgeting behaviour among non-budgeters

    An evaluation of a pilot project that provided points to participants in exchange for responding to short quizzes and financial education messaging related to budgeting.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track

    Country/Countries: Canada

    Year of publication: 2017

  • Money management & debt advice project

    Evaluation of 18 month FinCap project by the Salford Foundation aimed at vulnerable women in the CJS or at risk of offending, using group and individual financial capability and debt advice sessions to women in ten gender-specific criminal justice centres (called Women’s Centres) in Greater Manchester.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2019

  • Managing My Money for the Just About Managing

    Open University & Coventry University designed and tested (using multiple controlled field trials) a short, behaviourally-informed financial education tool aimed at improving the day-to-day budgeting, spending, and saving behaviour of people who are Just About Managing.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2019

  • Get Set: family financial wellbeing programme

    Get Set is a financial capability programme funded by the Money Advice Service. It is aimed at parents of children aged 7-11. The course was delivered via four group sessions, three personal one to one sessions and a follow up session. In addition, online resources were available on a dedicated website as well as a social networking platform.

    Evidence type: Evaluation i

    Topics: Saving, Budgeting and Keeping Track, Financial Education

    Country/Countries: England

    Year of publication: 2019

  • Digital Tax for Older People: What Works?

    An outcome-based evaluation, delivered by Tax Volunteers, to assess the impact of different types of intervention including guides, online, phone and face to face support, to enable older people to access online tax tools.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Capability

    Country/Countries: England

    Year of publication: 2019

  • The CashWise programme

    CashWise is a workplace financial education programme designed to improve fincap outcomes for low-income employees in east London. Face-to-face group workshops were delivered by ELBA to over 100 participants.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2019

  • Evaluation of Talk, Learn, Do: a financial capability intervention for parents

    This is an evaluation of Talk, Learn, Do, a parenting intervention, piloted by MAS in Wales to help parents improve their children’s financial capabilities.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Wales

    Year of publication: 2018

  • Lifesavers Evaluation: Final Report

    An evaluation of a financial education and financial capability programme for 14-18 year olds delivered by MyPath in the United States.

    Evidence type: Evaluation i

    Topics: Saving, Budgeting and Keeping Track, Financial Education

    Country/Countries: England

    Year of publication: 2018

  • The ABC's of financial education: experimental evidence on attitudes, behavior, and cognitive biases

    Randomised control trial, by the World Bank, testing the impact of Financial Education on working age adults in urban India

    Evidence type: Evaluation i

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

    Country/Countries: India

    Year of publication: 2015

  • Cash Pointers Up Front

    ‘Peer Education Fincap workshops delivered by 1625 Independent People in schools with 14-18 year olds out of mainstream education’.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: England

    Year of publication: 2018

  • An independent evaluation of the Community Money Mentors programme Year 1

    Run by Toynbee Hall, the programme partners with community organisations to train local people as money mentors across London. The money mentors support local people by sharing information and support concerning money management.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Capability

    Country/Countries: England

    Year of publication: 2016

  • On the front foot: Developing financial capability propositions to support the debt advice journey

    The study looks at the pilot of a budgeting-focused intervention which intended to provide both debt advice and improve financial capability.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2017

  • The impact of financial education for youth in Ghana

    The study is an evaluation of two school-based financial literacy education programs in government-run primary and junior high schools in Ghana.

    Evidence type: Evaluation i

    Topics: Saving, Financial Education

    Country/Countries: Ghana

    Year of publication: 2015

  • IT’s all about money – evaluation phase

    Group and one-to-one sessions in community venues and via home visits, providing older people with digital and financial capability support.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018

  • Evaluation of the DOSH financial capability programme

    Evaluation of the DOSH (Debts, Overdrafts and Savings Help) programme, supporting people to increase their financial capability through therapeutic mentoring and an online app.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018

  • Evaluation of the Mortgage Breathing Space scheme

    Financial capability guidance, advice and an interest-free secured loan for adults with mortgage difficulties.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018

  • An evaluation of Move On financial capability workshops

    Researchers evaluated two types of personal Financial Capabilities Workshops delivered by Move On in Scotland aimed at empowering 12-29 year olds in their early-adult financial decision-making.

    Evidence type: Evaluation i

    Topics: Financial Education, Financial Capability

    Country/Countries: Scotland

    Year of publication: 2018