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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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239 documents found
  • Improving financial capability through digital skills

    This 2019 report from the Good Things Foundation explores how digital skills can be improved among low-income families in financial difficulties.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • Exploring the connection between social mobility and financial capability

    This 2019 report from the National Youth Agency explores how financial capability may improve the social mobility of young people by raising awareness of the implications of financial decisions.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • The Financial Health, Resilience And Wellness Of Canadians

    This report explores consumer financial health, wellness and resilience among Canadians using a range of financial health indicators and demographics.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Canada

    Year of publication: 2019

  • Financial Wellbeing: A Survey Of Adults In Australia

    This 2018 report from ANZ Banking Group presents the results from the sixth survey in this series, exploring financial literacy, attitudes and behaviour.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Australia

    Year of publication: 2019

  • How Families Teach Children About Money

    This 2019 report from MaPS aims to further understanding about financial education in the home and identify examples of good practice in terms of the strategies that parents are using.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • Childhood Financial Capability And Young Adult Outcomes

    This 2019 report from the Money and Pensions Service investigates the links between childhood financial capability and outcomes in young adults.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • The Preventative Advice Gap

    This 2016 Citizens Advice report uses national polling data and in-depth interviews to assess the impact of the lack of preventative money advice.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2016

  • The Referral Gap

    This 2016 Citizens Advice report uses survey data and qualitative research to set out how warm referrals between trusted sources of free and paid-for advice can help close the referral gap.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: England, Scotland, Wales.

    Year of publication: 2016

  • Understanding Financial Resilience In A World Of Uncertainty

    This 2019 StepChange report looks at the financial resilience gap by examining what situations trigger people to enter a spiral of financial difficulties and problem debt.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: England, Scotland, Wales

    Year of publication: 2019

  • Financial Literacy: Inclusion And Wellbeing In Ukraine

    This 2019 StepChange report examines levels of financial literacy within Ukraine, comparing the results to other OECD economies.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Ukraine

    Year of publication: 2019

  • The State Of US Financial Capability

    This 2019 report from the Financial Industry Regulatory Authority uses a national financial capability survey to explore levels of financial capability in the United States.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: US

    Year of publication: 2019

  • Literacy And Financial Capability: An Evidence Review

    This 2019 review from the National Literacy Trust examines the evidence base that explores the links between literacy and financial capability.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: UK, United States

    Year of publication: 2019

  • What can retail banking do to build financial capability?

    This 2019 report from the Money and Pensions Service seeks to understand and explain how financial capability is embedded within the core products and services of the retail-banking sector.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • Right Place, Right Time

    This insight report used data from an online survey of 3,500 working age adults to explore how people view asking for help with their finances.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2017

  • Children and Young People Financial Capability

    This study provides insight into the links between children’s individual characteristics, skills, and environmental factors affecting them, and their financial capability.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2018

  • What Drives Financial Behaviour in Children and Young People

    This study provided a platform for MAS to check that the common conceptual definitions and understanding of financial capability among young people are consistent with their survey research.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Vulnerable Children and Financial Capability

    This review examines which children and young people are most vulnerable to poor financial capability, and/or face disproportionately large impacts of poor financial decisions.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Market Segmentation Overview 2016

    This insight report uses segmentation techniques to identify and profile the specific financial and advice needs of different groups of people.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Market Segmentation Infographics 2018

    This 2019 insight report uses segmentation techniques to identify and profile the specific financial and advice needs of different groups of people, based on 2018 data.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2019

  • Defining, measuring and predicting financial capability

    This report uses the UK Financial Capability Survey to define and measure financial capability in the UK.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2016