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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

Evidence Summaries

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72 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

  • Stuck In Debt: Why Do People Get Trapped In Problem Debt?

    This 2017 Citizens Advice report examines consumer borrowing and presents new analysis of long-term problem debt in Great Britain.

    Evidence type: Insight i

    Topics: Credit Use and Debt, Budgeting and Keeping Track

    Country/Countries: England, Scotland, Wales

    Year of publication: 2017

  • The Cost Of Financial Insecurity

    This 2018 Citizens Advice report provides a picture of financial insecurity in UK households, and how different groups of people try to manage that insecurity.

    Evidence type: Insight i

    Topics: Credit Use and Debt, Budgeting and Keeping Track

    Country/Countries: UK

    Year of publication: 2018

  • Improving Money Management in Working Age Adults

    An evidence review to understand ‘what works’ to help working age adults manage their money effectively.

    Evidence type: Review i

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

    Country/Countries: United Kingdom

    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

  • Ideas And Results From The Financial Capability Lab

    An overview of progress in identifying and testing ideas to address three challenging areas in the UK Financial Capability Strategy.

    Evidence type: Insight i

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

    Country/Countries: UK

    Year of publication:

  • The Squeezed Segment

    Qualitative study for MAS to give further insight into the “squeezed” segment, one of three core groups of consumers.

    Evidence type: Insight i

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

    Country/Countries: UK

    Year of publication: 2016

  • Assessing Financial Capability And Well Being In Ireland

    National survey and analysis of financial capability and well-being in Ireland.

    Evidence type: Insight i

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

    Country/Countries: Ireland

    Year of publication: 2018

  • 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

  • Financial capability and debt advice

    MAS review exploring existing evidence on the integration of debt advice and financial capability, including stakeholder interviews and a call for evidence to providers.

    Evidence type: Review i

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

    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

  • Children and young people financial capability deep dive: parenting

    A study assessing to what extent parent’s behaviour and attitudes towards money affects their children’s financial capability.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Evaluation of DWP Financial Inclusion Champions Initiative.

    Evaluation of the Financial Inclusion Champions Initiative. The initiative was designed to reduce financial exclusion through local delivery partnerships.

    Evidence type: Evaluation i

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

    Country/Countries: United Kingdom

    Year of publication: 2011

  • Improving the financial literacy of European consumers

    A review of European literature exploring definitions of financial literacy. The review also reflects on European legislation promoting financial literacy among consumers.

    Evidence type: Review i

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

    Country/Countries: EU Countries

    Year of publication: 2015

  • MoneyLab evaluation report

    The MoneyLab model is based on the principle of students/young people as ‘co-creators’ in order to better understand their financial awareness, capabilities, managing financial challenges on a day-to-day basis, and self-efficacy.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Education, Financial Capability

    Country/Countries: England

    Year of publication: 2019

  • 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