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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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302 documents found
  • Squeezed out or opting out?

    A mixed-methods study by the Social Market Foundation to understand ethnic differences in the use of financial products and services in the UK and the drivers of these differences

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Money and Me Campaign Evaluation

    A short, high-intensity digital media campaign run by Young Scot in Scotland to engage young people with Money and Me which provides online information about budgeting, saving, spending and taxes.

    Evidence type: Evaluation i

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

    Country/Countries: United Kingdom, Scotland

    Year of publication: 2022

  • Gearing up for retirement

    A solution-focussed mixed-methods study which explores the barriers to greater pension saving among UK savers with low and moderate levels of engagement with their defined contribution saving schemes.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • ‘Fun to finance’ workshops and Money Mentoring with women

    A mixed-methods evaluation of the Many Sisters ‘Fun to finance’ practical lifestyle workshops and 1-2-1 Money Mentoring delivered online by Southern Housing Group to women tenants in East London

    Evidence type: Evaluation i

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

    Country/Countries: United Kingdom, England

    Year of publication: 2021

  • A Cost-Benefit Evaluation of The Money House 5-Day Programme

    A social cost-benefit analysis of MyBnk’s Money House 5-day programme, which delivers financial literacy education to young people aged 16-25 who live or are about to live independently in London.

    Evidence type: Evaluation i

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

    Country/Countries: United Kingdom, England

    Year of publication: 2020

  • Measuring Financial Literacy of Children Aged 4 to 6 years: Design and small-scale testing

    Design, development and small-scale testing of a comic-strip based financial literacy measurement tool for children aged 4 to 6 years in a range of settings undertaken by Loughborough University.

    Evidence type: Evaluation i

    Topics: Saving, Budgeting and Keeping Track, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • UK Adult Financial Wellbeing Survey 2021 Gender Report

    Analysis of the UK Adult Financial Wellbeing Survey 2021 by the Money and Pensions Service which compares measures of financial wellbeing between men and women in the UK in 2021.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2023

  • UK Adult Financial Wellbeing Survey 2021: Mental Health Report

    Analysis of the Money and Pensions Service’s Adult Financial Wellbeing Survey 2021 to explore groups affected by mental health problems and links to financial wellbeing in the UK.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2022

  • UK Adult Financial Wellbeing Survey 2021: Future Focus Report

    Analysis of the Money and Pensions Service Adult Financial Wellbeing Survey 2021 to explore levels of understanding and planning for retirement and later life among working-age adults in the UK.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Evaluation of National Strategies for Financial Literacy

    This meta-evaluation covers a range (but not all) of OECD countries, which are in themselves often regarded as high-income economies. Care should therefore be taken not to assume they are representative of all nations.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Other

    Year of publication: 2022

  • Do consumers understand the risks associated with different ways of saving?

    Quantitative analysis of data within the Financial Lives (2020) study, assessing the ability of UK adults to understand the risks and uncertainties of different savings approaches (savings accounts, housing and stock market returns).

    Evidence type: Insight i

    Topics: Saving, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Your mind, your money. SmartPurse white paper on women’s financial mindset.

    A white paper from SmartPurse, outlining the importance of money mindset, how that affects relationships with money, and how to create a positive money mindset to unlock money potential.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom, Switzerland

    Year of publication: 2021

  • Access to Debt Advice During Covid-19

    A qualitative study of the effect the closure of in-person services during the pandemic had on the accessibility and delivery of debt advice in the UK.

    Evidence type: Insight i

    Topics: Credit Use and Debt, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Plain Numbers Project: Initial trials report

    This project sought to test the effectiveness of the Plain Numbers Approach (making small changes to the way that numbers and data are presented) on customer comprehension across a range of markets and documents.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Staying home and getting on: Tackling the challenges facing low to middle income families where young adults live with their parents

    This is the final report from a project which aims to investigate the economic and financial challenges facing low to middle income families where young adults live with their parents.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Financial wellbeing in the workplace: an evidence review

    This review sought to explore what is known in the scientific literature about the impact of financial distress on workplace performance. It generated evidence-based insight and practical recommendations for addressing employee financial wellbeing in the workplace.

    Evidence type: Review i

    Topics: Budgeting and Keeping Track, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Interventions for children and young people in vulnerable circumstances: Evaluation of the ‘Money Matters’ pilot delivered by Whizz-Kidz

    Ecorys UK, in partnership with the Personal Finance Research Centre (PFRC) at the University of Bristol, was commissioned by The Money and Pensions Service (MaPS) in October 2020 to evaluate the Children and Young People (CYP) Financial Education Innovation and Evaluation Programme. The programme comprised seven pilot projects. This report focuses on one of these pilot projects; the Money Matters pilot delivered by Whizz-Kidz.

    Evidence type: Evaluation i

    Topics: Financial Education, Financial Capability

    Country/Countries: England

    Year of publication: 2021

  • Evaluation of Campaign for Learning’s ‘Love Learning about Money Together’ pilot

    Love Learning about Money Together is a blended family learning programme to help parents of children under seven talk to their children about money.

    Evidence type: Evaluation i

    Topics: Financial Education, Financial Capability

    Country/Countries: England, Scotland, Wales

    Year of publication: 2022

  • Evaluation of MyPocketSkill’s Earning is Learning programme

    Evaluation of MyPocketSkill, a digital technology platform that aims to connect young people with opportunities to earn money via an online platform, whilst encouraging a savings mindset and behaviour.

    Evidence type: Evaluation i

    Topics: Saving, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Money and Mental Health Rapid Evidence Review

    This report outlines the findings of a rapid evidence review of recent studies considering the links between money and mental health in the UK to highlight new findings on the relationships between money (defined broadly as personal financial circumstances) and mental health and to reflect on the extent to which the context of the COVID-19 pandemic and the current cost of living situation has shaped these issues.

    Evidence type: Review i

    Topics: Saving, Credit Use and Debt, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2023