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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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75 documents found
  • Open Banking for Good: Moving the Dial?

    A B2B qualitative evaluation of a programme by Nationwide Building Society to fund Fintech’s to develop Open Banking technology to help the financially squeezed.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2019

  • Experiences of families living below Minimum Income Standard

    A qualitative study of the experiences of families in England living below the Minimum Income Standard (a benchmark based on things that the public agree that households need)

    Evidence type: Insight i

    Topics: Budgeting and Keeping Track

    Country/Countries: England

    Year of publication: 2016

  • Findings on family income & spending from coronavirus survey

    A survey and analysis of 6,005 UK working-age adults to assess the impact of coronavirus on living standards, according to family income quartile.

    Evidence type: Insight i

    Topics: Budgeting and Keeping Track

    Country/Countries: United Kingdom

    Year of publication: 2020

  • The effects of coronavirus on household finances

    An analysis of the impact of Covid-19 on household finances in the UK, using data from a budgeting app to show income and earning loss between March and May 2020.

    Evidence type: Insight i

    Topics: Budgeting and Keeping Track

    Country/Countries: United Kingdom

    Year of publication: 2020

  • The Living Standards Audit 2020

    This 2020 report takes a look at the impact of the coronavirus pandemic and associated crises on the living standards of people in the UK.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2020

  • How financially coping Americans plan, save and invest

    This 2020 report analyses planning, saving, and investing behaviours and obstacles faced by more than half of the US population, classed as ‘financially coping’.

    Evidence type: Insight i

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

    Country/Countries: United States

    Year of publication: 2020

  • 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