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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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96 documents found
  • Squeezed out or opting out?

    A mixed-methods study by the Social Market Foundation to understand ethnic differences in the use of financial products and services in the UK and the drivers of these differences

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Workplace emergency saving: A landscape review of existing evidence

    A literature review by Nest Insight which summarises existing UK and US evidence of the potential benefits to employees of workplace emergency saving and the optimal design of such schemes.

    Evidence type: Review i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom, United States

    Year of publication: 2021

  • Gearing up for retirement

    A solution-focussed mixed-methods study which explores the barriers to greater pension saving among UK savers with low and moderate levels of engagement with their defined contribution saving schemes.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Employer pension contributions in the UK

    A mixed-methods study of the current UK employer pension contribution landscape and how innovation in the sector could support employees’ financial security in retirement better in the future

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2022

  • UK Adult Financial Wellbeing Survey 2021 Gender Report

    Analysis of the UK Adult Financial Wellbeing Survey 2021 by the Money and Pensions Service which compares measures of financial wellbeing between men and women in the UK in 2021.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2023

  • UK Adult Financial Wellbeing Survey 2021: Mental Health Report

    Analysis of the Money and Pensions Service’s Adult Financial Wellbeing Survey 2021 to explore groups affected by mental health problems and links to financial wellbeing in the UK.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2022

  • UK Adult Financial Wellbeing Survey 2021: Future Focus Report

    Analysis of the Money and Pensions Service Adult Financial Wellbeing Survey 2021 to explore levels of understanding and planning for retirement and later life among working-age adults in the UK.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • UK Adult Financial Wellbeing Survey 2021 Nation of Savers Report

    Analysis of the Money and Pensions Service’s 2021 Adult Financial Wellbeing Survey to explore the links between regular saving and financial wellbeing, especially among squeezed and struggling working-age adults in the UK.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Future Focus and Covid-19: A rapid evidence review

    An assessment of the likely impacts of COVID-19 on retirement and later life planning among adults in the UK, undertaken for the Money and Pensions Service.

    Evidence type: Review i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Consumer engagement with pensions & SIPPs

    A survey of UK adults by the Financial Services Compensation Scheme (FSCS) to provide insights on consumers’ engagement with and understanding of pensions and SIPPs and awareness of FSCS protection

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Planning and preparing for retirement

    A nationally representative survey of adults aged 40-75 years to explore their attitudes and behaviours towards retirement planning, undertaken by NatCen for the UK Department for Work and Pensions

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Poverty in Later Life

    In this insight report, Independent Age highlight new research commissioned from City, University of London into income dynamics in later life, set out their policy calls for tackling poverty in later life, and discuss the different ways of defining and measuring poverty.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Small Steps to a Better Future

    Invesco, Nest Insight and language strategy experts maslansky + partners conducted research to identify the barriers to retirement income planning for people in their late 30s, 40s and early 50s, and to see whether simple changes to the language used to talk about pension saving could help scheme members overcome these barriers.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Retirement Saving in the UK 2021: Member experience from NEST

    Nest Insight’s fourth annual research report describes the experience of people saving for their retirement through the Nest pension scheme.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Smarter Signposting to Pensions Guidance

    The Smarter Signposting project was a collaboration between Royal London and the Financial Capability Lab. The pilot explored ways that financial institutions could use customers transaction data to identify customers (≤70 years) who would benefit most from independent pensions guidance. It also tested three messages (via email and letter) informed by behavioural science to engage them.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Barriers to planning for retirement and later life

    A review of literature on barriers to planning for retirement and later life.

    Evidence type: Review i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom, United States, China

    Year of publication: 2020

  • Supporting Emergency Saving: Briefing paper 1

    An early evaluation of the policy around sidecar savings, based on learning from implementing a trial of a hybrid workplace savings product designed to improve both emergency savings and pension provision

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • The New Social Contract Shaping a retirement ready workforce

    A short report – a companion to a longer existing study - based on survey data about the role of employers in pension saving

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Balancing savings and debt: Findings from online experiment

    An US-based online experiment exploring why some people choose to retain savings rather than use them to pay off debt, even when the debt interest rate is higher than the savings rate

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United States

    Year of publication: 2021

  • Beyond the defaults

    A qualitative and quantitative research and insight study looking at the barriers to engagement with pension contributions and if language can be better used to nudge consumers into saving more

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020