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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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247 documents found
  • Financial Wellbeing: Using behavioural science to improve financial wellbeing in the UK

    This report summarises the evidence from behavioural science literature about financial wellbeing, alongside a review of other behaviour change interventions.

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: UK

    Year of publication: 2020

  • Maternity matters: final report

    An evaluation of Maternity Matters project, which focuses on providing financial capability advice to women identified as having special needs in pregnancy.

    Evidence type: Evaluation i

    Topics: Financial Capability

    Country/Countries: Scotland

    Year of publication: 2019

  • Supporting credit union members in their financial wellbeing

    This paper examines the role of credit unions in improving the financial capability of members, through the provision of financial education and resources for credit unions to support this process.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: UK, Ireland

    Year of publication: 2020

  • Evaluating the quality of financial decision making

    This 2017 working paper from the Global Financial Literacy Excellence Centre introduces a method for measuring the quality of financial decisions in relation to financial competence.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: US

    Year of publication: 2017

  • Children and young people financial capability: Northern Ireland

    This 2019 report from the Money and Pensions Service presents findings from the 2019 Children and Young People’s Financial Capability Survey in Northern Ireland.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Northern Ireland

    Year of publication: 2019

  • Children and young people financial capability: Wales

    This 2019 report from the Money and Pensions Service presents findings from the 2019 Children and Young People’s Financial Capability Survey in Wales.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Wales

    Year of publication: 2019

  • Children and young people financial capability: Scotland

    This 2019 report from the Money and Pensions Service presents findings from the 2019 Children and Young People’s Financial Capability Survey in Scotland.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: Scotland

    Year of publication: 2019

  • Children’s financial capability: four to six year olds

    This 2019 report commissioned by the Money and Pensions Service aims to explore what children aged 4-6 are learning about financial capability, and how it might be measured at that age.

    Evidence type: Insight i

    Topics: Financial Education, Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • 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