Evaluation Scotland Wales

Evidence Summaries

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208 documents found
  • Money management & debt advice project

    Evaluation of 18 month FinCap project by the Salford Foundation aimed at vulnerable women in the CJS or at risk of offending, using group and individual financial capability and debt advice sessions to women in ten gender-specific criminal justice centres (called Women’s Centres) in Greater Manchester.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2019

  • Financial capability and retirement

    This review brings together existing sources of information about financial capability and retirement planning, and establishes the key gaps in knowledge for new research.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2017

  • Consumer financial capability and financial satisfaction

    This academic, peer-reviewed paper examines associations between consumer financial capability and financial satisfaction in the United States.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: USA

    Year of publication: 2013

  • 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

  • Study on access to comprehensive financial guidance for consumers

    A study to identify best practice regarding both the provision and incentivisation of the use of financial guidance services.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Europe / EU, Australia

    Year of publication: 2016

  • The impact of financial education on financial knowledge and efficacy

    The study assesses the impact of financial education interventions on adults’ financial knowledge and self-efficacy, across a range of genders and age groups.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Canada

    Year of publication: 2017

  • 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

  • Behaviour Change Campaigns

    The report investigates five behaviour change campaigns and draws on their insights to create 11 key lessons that can give evidence, direction and momentum to MAS.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Worldwide

    Year of publication: 2019

  • Evaluation of the Local Authority Financial Capability Training Programme

    The aim of the Local Authority Financial Capability Training Programme was to deliver improved practitioner confidence and capability in supporting vulnerable children and young people with money matters.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: England

    Year of publication: 2018

  • Financial Capability in the UK: results from the 2018 survey

    Analysis of the 2018 national survey of adults’ financial capability levels in the UK, commissioned by the Money Advice Service.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2018

  • The DNA of Financial Wellbeing

    A ‘deep dive’ into how working people feel about their financial situation, focusing on factors that affect people’s attitudes, mindset and behaviour towards money.

    Evidence type: Insight i

    Topics: 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

  • Young Adult’s Life Outcomes, Well-Being and Financial Socialisation

    Researchers use hierarchical regression analysis to demonstrate the impact of young adults’ financial behaviour on financial socialisation with romantic partners and parents in the United States.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United States

    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 Talk, Learn, Do: a financial capability intervention for parents

    This is an evaluation of Talk, Learn, Do, a parenting intervention, piloted by MAS in Wales to help parents improve their children’s financial capabilities.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Wales

    Year of publication: 2018

  • Teachers’ perceptions of financial literacy and the implications for professional learning

    A study exploring practising teachers’ perceptions of the opportunities for financial literacy teaching and learning.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Australia

    Year of publication: 2017

  • If it isn’t broke, don’t fix it – evidence of financial socialisation of children

    The study explores the role of financial socialisation in low-income Hispanic households, to determine if financial behaviours are passed down from parent to child.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United States

    Year of publication: 2017

  • 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

  • Insights from Household Financial Access and Use of Alternative Financial Services in the U.S.: Two Sides of the Same Coin?

    Researchers analysed data from the 2015 U.S. Financial Capability Study to compare the household use of formal financial services to alternative financial services.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United States

    Year of publication: 2017