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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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124 documents found
  • Maternity matters: final report

    An evaluation of Maternity Matters project, which focuses on providing financial capability advice to women identified as having special needs in pregnancy.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Scotland

    Year of publication: 2019

  • MyBnk's Money Twist: Primary Year Two

    An evaluation of the second year of MyBnk’s Money Twist financial education programme, aimed at 7-11 year olds and delivered in primary schools.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: England, Scotland.

    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

  • Financial Security For Women In Business

    An evaluation of the ‘Financial Security for Women in Business’ programme, which provides support, training, and private mentoring to businesswomen in Victoria, Australia.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: Australia

    Year of publication: 2018

  • 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

  • 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 the Local Authority Financial Capability Training Programme

    The aim of the Local Authority Financial Capability Training Programme was to deliver improved practitioner confidence and capability in supporting vulnerable children and young people with money matters.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2018

  • Pension Wise service evaluation 2016/17

    Evaluation of customer experience and outcomes for people using the Pension Wise services.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Pension Wise service evaluation 2017/2018

    Evaluation of customer experience and outcomes for people using the Pension Wise service.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2018

  • The Money House: final evaluation report

    An evaluation of workshops for young people aged 16-25, designed to build financial capability and support the transition to independent living.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018

  • 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

  • Improving numeracy through values affirmation enhances decision and STEM outcomes

    A nine-week study of undergraduate students in the US taking a psychology statistics course. The study explores whether values-affirmation enhances numeracy, financial and STEM-related outcomes.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: United States

    Year of publication: 2017

  • 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

  • Enabling ESOL clients to improve their financial health

    An evaluation of a project to create and deliver financial capability training materials to people who do not speak English as a first language.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Capability

    Country/Countries: England

    Year of publication: 2018

  • Online Financial Education for Employees: A Randomized Experiment

    This study is a randomised experiment with public school employees in the US, exploring whether online financial education impacts financial knowledge and behaviours.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: United States

    Year of publication: 2011

  • Increasing youth financial capability: Evaluation of MyPath

    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: United States

    Year of publication: 2015

  • Evaluation of Financial Capability Project Sheffield

    An evaluation of financial capability sessions delivered by development workers in community settings to increase the financial capability of financially excluded people.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Capability

    Country/Countries: England

    Year of publication: 2011