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
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
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
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
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
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
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
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
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.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
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
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: England, Scotland, Wales
Year of publication: 2020
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
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: United Kingdom
Year of publication: 2021
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)
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: United Kingdom
Year of publication: 2021
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
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
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
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
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.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
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?
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
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
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
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
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
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.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
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.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
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
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
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.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
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.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
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.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales
Year of publication: 2020
