Evaluation Scotland Wales
The UK Strategy for Financial Wellbeing is taking forward the work of the Financial Capability Strategy Opens in a new window

Evidence Summaries

Keyword search

Clear search

Filter your search

Year of publication
Client group
Evidence type
Topic
Country of delivery
278 documents found
  • Employee financial well-being: Behavioural insights

    A review of literature on behavioural insights, with a focus on how the insights can be applied to increase the financial wellbeing of adults in the workplace

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2017

  • Evaluation of Embedding Talk, Learn, Do in Wales

    An evaluation of the further embedding of an existing programme to help parents talk to children about money, assessing both the training for practitioners and the views of parents

    Evidence type: Evaluation i

    Topics: Financial Education, Financial Capability

    Country/Countries: Wales

    Year of publication: 2020

  • Supporting credit union members towards greater financial wellbeing

    This paper reports the results of an existing evaluation to recommend how credit unions can use financial education to improve the financial capability of their members

    Evidence type: Evaluation i

    Topics: Saving, Financial Education, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Exploring regulatory approaches to consumer vulnerability

    A review of literature around vulnerability in the UK and Australia, for the Australian Energy Regulator, to understand better regulatory approaches to safeguarding vulnerable customers

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom, Australia

    Year of publication: 2020

  • 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

  • A new approach to measuring the poverty premium

    A mixed-methods study including literature review, data analysis, survey and focus groups to estimate the cost of the poverty premium in Britain based on lived experience of low-income households

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: England, Scotland, Wales

    Year of publication: 2020

  • The inequality of poverty

    A review of literature, and secondary analysis of existing survey data, to look at the poverty premium amongst people with protected characteristics: sex, race and disability

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Who are the excluded?

    An analysis of a survey of the impact of coronavirus on personal and household finances in the UK, focusing on people who are excluded from government support schemes (CJRS and SEISS)

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • UK Poverty 2020-21

    A review of literature and data combined with primary qualitative discussions on the topic of poverty in the UK and the impact of the coronavirus pandemic

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Who loses? The impact of planned universal credit cuts.

    An analysis of data from the Family Resources survey, modelling the medium-term impact of the planned reversal of temporary COVID-19 benefit policies, once universal credit is fully rolled out

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • The poverty premium: A customer perspective.

    A literature review, plus survey and focus groups with people living in low-income households to understand the poverty premium – the concept that poor people pay more for essentials.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • What works to improve wellbeing across interventions

    A review of impact evaluations to assess the use of the ONS24 measures of personal wellbeing: How are they being used, what is the quality of the impact evaluations and what are the key findings?

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Understanding financial wellbeing through banking data

    A study of the relationship between subjective financial wellbeing, measured by responses of survey respondents, and objective financial wellbeing, measured by the same respondents’ bank account data

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • COVID-19 and the low paid: Analysis of Labour Force Survey

    A study based on data from the Labour Force Survey, with a focus on low paid workers, to see if they have been disproportionately affected in the early days of COVID-19

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Coronavirus financial impact tracker: safety nets

    Analysis of the impact of government schemes to support workers during coronavirus, based on a tracking survey of UK households.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Coping with housing costs during the coronavirus crisis

    A spotlight on how people are coping with housing costs, based on a survey of 6,005 UK working-age adults to assess the impact of coronavirus on various aspects of life.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • COVID-19 and the career prospects of young people

    A review of data and literature on the UK labour market to assess the impact of coronavirus on young people’s career prospects

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Understanding financial hardship in rural areas

    This 2020 report uses data at the local authority level to provide a regional context for previous case studies, looking to understand financial hardship in rural areas.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: England, Scotland

    Year of publication: 2020

  • Lloyds UK consumer digital index 2020

    This 2020 report uses behavioural and transactional data from over one million banking customers, as well as bespoke survey data, to build a comprehensive view of digital engagement in the UK.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales

    Year of publication: 2020

  • Changing trends of financial wellbeing

    This 2020 report from Close Brothers examines financial wellbeing among employees and considers how their financial health can be improved, with an emphasis on the role of employers.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales

    Year of publication: 2020