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

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21 documents found
  • 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

  • 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

  • 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

  • Evaluation of DWP Financial Inclusion Champions Initiative.

    Evaluation of the Financial Inclusion Champions Initiative. The initiative was designed to reduce financial exclusion through local delivery partnerships.

    Evidence type: Evaluation i

    Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track, Insurance and Protection

    Country/Countries: United Kingdom

    Year of publication: 2011

  • Improving the financial literacy of European consumers

    A review of European literature exploring definitions of financial literacy. The review also reflects on European legislation promoting financial literacy among consumers.

    Evidence type: Review i

    Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Budgeting and Keeping Track, Insurance and Protection

    Country/Countries: EU Countries

    Year of publication: 2015

  • The ABC's of financial education: experimental evidence on attitudes, behavior, and cognitive biases

    Randomised control trial, by the World Bank, testing the impact of Financial Education on working age adults in urban India

    Evidence type: Evaluation i

    Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track, Insurance and Protection, Financial Capability

    Country/Countries: India

    Year of publication: 2015

  • Income Roulette: A study of UK financial resilience

    This 2017 report by LV= examines which groups are most at risk from a sudden loss of income, and suggests areas for action in strengthening the financial resilience of UK households.

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt, Insurance and Protection

    Country/Countries: United Kingdom

    Year of publication: 2017

  • IT’s all about money – evaluation phase

    Group and one-to-one sessions in community venues and via home visits, providing older people with digital and financial capability support.

    Evidence type: Evaluation i

    Topics: Saving, Credit Use and Debt, Budgeting and Keeping Track, Insurance and Protection

    Country/Countries: England

    Year of publication: 2018

  • Age Concern Tyneside South Financial Capability WWF project

    Financial and life planning support delivered by Age Concern Tyneside South to people in the borough aged 65 and over.

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Budgeting and Keeping Track, Insurance and Protection, Financial Capability

    Country/Countries: England

    Year of publication: 2018

  • Carers UK Thinking Ahead resource - What Works Fund

    Development and piloting of an online resource by Carers UK, providing information, guidance and signposting for working age carers.

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Financial Capability, Insurance and Protection

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Evaluation of MyBnk Money Works

    Money Works is a financial education programme targeted at ‘vulnerable’ young people. It is delivered by MyBnk across England and Wales, through a variety of host organisations.

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Financial Education, Financial Capability, Budgeting and Keeping Track, Insurance and Protection

    Country/Countries: England and Wales

    Year of publication: 2018

  • Get £ F+IT - does increasing the digital skills of older people increase their financial capability?

    Half-day digital inclusion sessions for older people, delivered by Cornwall Rural Community Charity (CRCC).

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Insurance and Protection

    Country/Countries: England

    Year of publication: 2018

  • Advising Communities' Money Well project

    Financial Capability training and support for people with mental health needs and low well-being delivered by Advising Communities in South London.

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning, Credit Use and Debt, Financial Capability, Budgeting and Keeping Track, Insurance and Protection

    Country/Countries: England

    Year of publication: 2018

  • Financial inclusion: Improving the financial health of the nation

    Research by the Financial Inclusion Commission exploring financial inclusion since the Government Financial Inclusion Taskforce was wound up, involving a literature review and stakeholder interviews.

    Evidence type: Review i

    Topics: Credit Use and Debt, Saving, Financial Capability, Pensions and Retirement Planning, Insurance and Protection

    Country/Countries: United Kingdom

    Year of publication: 2015

  • The Money Charity’s 'money workshops for schools'

    Five money workshops for students and pupils to improve financial knowledge, confidence and skills, delivered face-to-face in a classroom setting.

    Evidence type: Evaluation i

    Topics: Financial Capability, Financial Education, Credit Use and Debt, Saving, Budgeting and Keeping Track, Insurance and Protection

    Country/Countries: England, Wales and Northern Ireland

    Year of publication: 2015

  • Financial wellness in the workplace

    Paper presenting survey data on the extent, nature and benefits of financial wellness programmes in U.S companies or organisations.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Credit Use and Debt, Financial Capability, Insurance and Protection

    Country/Countries: USA

    Year of publication: 2015

  • Evaluation of the New Zealand Sorted workplace pilot

    A mixed methods evaluation of a New Zealand Sorted Workplace pilot.

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning, Insurance and Protection, Budgeting and Keeping Track

    Country/Countries: New Zealand

    Year of publication: 2015

  • Sergeant review of simple financial products

    The report and recommendations of a UK Government Steering Group on Simple Financial Products: those that are easy to understand and enable consumers to plan and manage their every-day finances.

    Evidence type: Review i

    Topics: Saving, Financial Capability, Insurance and Protection

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

    Year of publication: 2013

  • Social return on investment forecast of the Indigenous Money Mentor program

    An assessment of the social impact of National Australia Bank’s mentor-based financial support programme for indigenous Australian communities, using a Social Return on Investment approach.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning, Credit Use and Debt, Financial Education, Financial Capability, Budgeting and Keeping Track, Insurance and Protection

    Country/Countries: Australia

    Year of publication: 2013

  • Saving money, insuring the future

    Funded by RBS, this programme was aimed at housing association tenants in Co. Durham with the purpose of increasing savings and access to insurance and affordable credit.

    Evidence type: Evaluation i

    Topics: Saving, Insurance and Protection

    Country/Countries: England

    Year of publication: 2011