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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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32 documents found
  • 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

  • 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

  • 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

  • An evaluation into Moneyworks: Brighton and Hove

    Moneyworks, a partnership of advice agencies, provided casework support to local residents to promote money management and financial inclusion.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2016

  • 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

  • Evaluation of Life, Money, Action!

    Life, Money, Action! (LMA) is a financial capability education programme which supports youth practitioners to develop the financial capability of young people they work with.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England, Scotland and Wales

    Year of publication: 2018

  • Randomised controlled trial evaluation of The Money Charity's workshops in Schools

    A cluster-RCT and process evaluation of Money Workshops delivered by The Money Charity in schools and colleges with pupils aged 14-19.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: England, Northern Ireland & Wales

    Year of publication: 2018

  • Managing Chang£...What works?

    Evaluation of Advice NI’s FinCap intervention, targeted at people with chronic or acute mental health conditions, delivered through a training and referrals process.

    Evidence type: Evaluation i

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

    Country/Countries: Northern Ireland

    Year of publication: 2018

  • Financial Capability of patients attending NHS units for Renal Services and Inherited Metabolic Disorders - What Works Fund

    Face-to-face advice delivered in healthcare settings to patients with renal failure and inherited metabolic disorders

    Evidence type: Evaluation i

    Topics: Saving, Credit Use and Debt

    Country/Countries: England

    Year of publication: 2018

  • Tools for saving: using pre-paid accounts to set aside funds

    Survey exploring the use of a pre-payment card set-aside function to encourage saving among lower income consumers.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: USA

    Year of publication: 2016

  • White Paper: Online personal finance learning

    An analysis of the Open University’s ‘Managing My Money’ programme, to help people improve their financial capability and make better financial decisions.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Evaluating the Wesley Mission: In charge of my money

    Evaluation of the impact of a series of money workshops delivered by The Wesley Mission among people from vulnerable sections of the population.

    Evidence type: Evaluation i

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

    Country/Countries: Australia

    Year of publication: 2016

  • Auto-enrollment, matching, and participation in 401(k) plans

    Research exploring whether automatic enrollment in a type of US pension scheme effects participation and employer contributions.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    Country/Countries: USA

    Year of publication: 2015

  • Saver Plus: a decade of impact

    Evaluation of a long-established targeted matched savings programme in Australia, assessing performance on a range of individual and macro-economic measures.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: Australia

    Year of publication: 2015

  • Toynbee Hall's Money Mentors programme

    An evaluation of Toynbee Hall’s Money Mentors programme which aimed to build financial resilience and inclusion for residents of the London Borough of Tower Hamlets.

    Evidence type: Evaluation i

    Topics: Financial Education, Financial Capability

    Country/Countries: England

    Year of publication: 2015

  • FirstStop advice for older people

    An evaluation of FirstStop Advice, which offers information and advice on housing, care and related finance to older people in England.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2015

  • Good Shepherd MicroFinance’s 'No Interest Loan Scheme'

    A community based micro-finance programme in Australia that provides low interest loans and financial advice to low income households.

    Evidence type: Evaluation i

    Topics: Credit Use and Debt

    Country/Countries: Australia

    Year of publication: 2014

  • Money Management International's workplace financial education

    Workplace intervention involving a year-long programme of educational inititatives designed to address employees’ financial needs.

    Evidence type: Evaluation i

    Topics: Financial Education

    Country/Countries: USA

    Year of publication: 2014

  • Ofgem/Citizens Advice Energy Best Deal & Energy Best Deal Extra

    Face-to-face group information sessions delivered by Citizens Advice (CAB) on behalf of Ofgem to raise awareness of ways to reduce energy costs and how to get help if paying bills is a struggle.

    Evidence type: Evaluation i

    Topics: Saving, Financial Capability

    Country/Countries: England, Scotland and Wales

    Year of publication: 2014

  • American Association of Retired People’s 'Finances 50+'

    Face-to-face financial capability programme for those aged 50+ designed to improve financial behaviour and encourage financial goal setting

    Evidence type: Evaluation i

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

    Country/Countries: USA

    Year of publication: 2014