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
108 documents found
  • Engaging with pensions at timely moments

    Focus group research exploring people’s attitudes and behaviour around pensions, saving and retirement planning, within the context of the life course.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2024

  • Precautionary tales: Tackling the problem of low saving UK

    A review of existing literature and research plus analysis of research statistics to look at the problem of low saving, including pension saving in UK households

    Evidence type: Review i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2024

  • The Living Standards Outlook

    A projection from 2019/20 household income data based on a DWP survey, through to 2026/7 showing what economic forecasts will mean for disposable incomes, poverty and inequality.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Low earners and workplace pension saving – a qualitative study

    In-depth interviews with a range of low earners including those who do and don’t save into an EA pension to understand attitudes, opinions and behaviours towards workplace pensions

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2023

  • The gender pensions gap in private pensions

    An analysis by the DWP of existing data on private pensions in the UK which sets out to define the gender pension gap and estimate the size of the inequality between male and female pension provision

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: England, Scotland, Wales

    Year of publication: 2023

  • Personalised Guidance - Helping You Take Better Decisions

    A qualitative exploration followed by a quantitative experiment using a randomised controlled trial to understand the impact of personalised guidance on decision making about pensions

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Pension scams in the UK

    An evidence review and qualitative research study looking at the scale, type, risks and trends in pension scams in the UK and the impact on those affected.

    Evidence type: Review i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2023

  • HL Savings & Resilience Barometer January 2024

    Analysis of existing datasets plus macroeconomic data and forecasts to create a holistic measure of the financial resilience of British households

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning, Financial Capability

    Country/Countries: England, Scotland, Wales

    Year of publication: 2024

  • NEST: Employer pension contributions in the UK

    The report examines the landscape of employer pension contributions in the UK, revealing the diversity in contribution levels and exploring potential models to enhance retirement income adequacy through employer and employee contributions

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Attitudes towards the retirement of tomorrow

    Research by the Financial Services Compensation Scheme (FSCS) into consumers’ attitudes, expectations and behaviours around pensions and retirement.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Impact of rising cost of living on finances and pensions

    Research by the Financial Services Compensation Scheme (FSCS) to explore the impact of the cost-of-living crisis on people’s finances and in particular on their behaviour around pensions.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Attitudes towards financial advice

    Research by the Financial Services Compensation Scheme (FSCS) to explore consumers’ attitudes to and understanding of financial advice and financial guidance.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2023

  • 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