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

Keyword search

Clear search

Filter your search

Year of publication
Client group
Evidence type
Topic
Country of delivery
124 documents found
  • 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

  • Improving financial wellbeing through the debt advice journey

    An evaluation of interventions that seek to improve financial capability among clients experiencing problem debt.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: England

    Year of publication: 2020

  • Weighing anchor on credit card debt

    An evaluation to assess the impact of stopping customers selecting credit card repayments at the contractual minimum amount.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • The financial health check

    An evaluation of the financial health check, that helps consumers review their spending and create achievable financial goals.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United States

    Year of publication: 2018

  • The success in nudging consumers to pay credit card debt

    An evaluation to assess the impact of nudge interventions designed to increase credit card payments.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Intentions, beliefs and actions to pay credit card debt

    An evaluation to assess the impact of disclosure interventions designed to increase payments and improve behaviour regarding credit card debt.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Testing retirement communications

    An evaluation to assess the impact of interventions designed to increase individuals’ use of the free pensions guidance available to them and engagement with their pensions.

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Evidence on mandated disclosure from the savings market

    An evaluation to inform future policy in the UK savings market, that tests the importance of disclosure design in protecting consumers and improving competition.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Encouraging customers to act at renewal

    An evaluation to assess the potential for improved renewal notices to encourage consumers to switch or negotiate their policy at renewal.

    Evidence type: Evaluation i

    Topics: Insurance and Protection

    Country/Countries: United Kingdom

    Year of publication: 2015

  • Stimulating interest: reminding savers to act

    An evaluation with savings account customers to assess the impact of extra reminders and messages on switching behaviour.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2015

  • The Stronger Nudge

    An evaluation to assess the impact of the ‘Stronger Nudge’ interventions on the proportion of people who receive Pension Wise guidance before they access their pension savings.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    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.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: England, Wales

    Year of publication: 2018

  • FinancialChampions – Groundwork West Midlands

    A community-led mentoring programme, with an aim of reducing social isolation among older people, while also increasing financial capability through the use of digital tools.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2018

  • MoneyLab New approaches to spending money

    The MoneyLab model is a design-led project based on improving the financial skills of students. The project has provided students with a platform to tackle financial issues, drawing on their own experiences of money and how these experiences influence their sense of wellbeing.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2019

  • Get Set Family Financial Wellbeing Programme

    An evaluation of the Get Set financial capability programme, which aimed to introduce people to new money management skills though a series of workshops.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: England

    Year of publication: 2019

  • Money management and debt advice – external evaluation

    An evaluation of the Money Management and Debt Advice programme, a project to enhance the financial capability of women in the Criminal Justice System or at risk of offending.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2019

  • 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.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: England

    Year of publication: 2020

  • Money coaching pilot – evaluation report

    An evaluation to assess the outcomes of the Money Coaching pilot - a short project to test whether embedding financial capability coaching within existing debt advice would be effective.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt, Financial Capability

    Country/Countries: England

    Year of publication: 2020

  • 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

  • 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