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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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56 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

  • 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

  • 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

  • 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 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

  • Final Evaluation of the YouthStart program

    Evaluation of a financial inclusion programme for young people in eight Sub-Saharan African countries. Financial services providers received grants and training, to provide savings advice and financial education for young people.

    Evidence type: Evaluation i

    Topics: Saving, Financial Education

    Country/Countries: Burkina Faso, Democratic Republic of Congo, Ethiopia, Malawi, Rwanda, Senegal, Togo and Uganda

    Year of publication: 2015

  • 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

  • Teachers’ perceptions of financial literacy and the implications for professional learning

    A study exploring practising teachers’ perceptions of the opportunities for financial literacy teaching and learning.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Australia

    Year of publication: 2017