Evaluation of Embedding Talk, Learn, Do in Wales
An evaluation of the further embedding of an existing programme to help parents talk to children about money, assessing both the training for practitioners and the views of parents
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, Financial Capability
Country/Countries: Wales
Year of publication: 2020
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
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: 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.
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: 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.
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: 2018
A field experiment on overdraft alerts
An evaluation to assess the impact of interventions designed to increase the number of people taking action to deal with their overdrafts.
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: 2018
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
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.
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: 2019
Digital tax for older people what works?
The project aimed to see what works well for older people (60+) regarding accessing and managing their digital tax accounts, and in helping them overcome barriers to managing finances online.
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: United Kingdom
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.
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: 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.
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: 2019
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.
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, Financial Capability
Country/Countries: England
Year of publication: 2020
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.
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: 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.
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: 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.
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: 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.
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.
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.
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: 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.
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: 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.
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: 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.
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: 2019
