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
69 documents found
  • Pension Wise evaluation 2018/19: experiences and outcomes

    An evaluation of the Pension Wise service, examining the experiences of clients using Pension Wise in 2018/19.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    Country/Countries: UK

    Year of publication: 2020

  • Understanding the gender pensions gap

    This 2019 report from the Pensions Policy Institute focuses on the gender pensions gap, assesses the main drivers of it and discusses possible policies to mitigate it.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: UK

    Year of publication: 2019

  • Supporting Self Employed People To Save For Retirement

    This report explores and tests different approaches to enabling increased long-term saving among self-employed people.

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: UK

    Year of publication: 2019

  • Closing The Gender Pay Gap In Pensions

    This article uses an advanced statistical model to study the distributional effects of the reformed Norwegian pension system with a particular focus on gender equality.

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: Norway

    Year of publication: 2019

  • The Financial Power Of Women

    This report uses quantitative analysis to give in-depth analysis of the financial power of women, including addressing the gender pay gap disparity and examining women’s pensions inequality.

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: UK

    Year of publication: 2019

  • How The UK Saves 2019

    This report assesses the enrolment, savings, investment and engagement activity of workers; using data from the National Employment Savings Trust (Nest).

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: UK

    Year of publication: 2019

  • How The UK Saves

    This insight report examines the enrolment, savings and investment activity of workers using data from the National Employment Savings Trust (NEST).

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Assessing Financial Capability And Well Being In Ireland

    National survey and analysis of financial capability and well-being in Ireland.

    Evidence type: Insight i

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

    Country/Countries: Ireland

    Year of publication: 2018

  • Financial capability and retirement

    This review brings together existing sources of information about financial capability and retirement planning, and establishes the key gaps in knowledge for new research.

    Evidence type: Review i

    Topics: Financial Capability, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2017

  • 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

  • Pension Wise service evaluation 2016/17

    Evaluation of customer experience and outcomes for people using the Pension Wise services.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2018

  • Pension Wise service evaluation 2017/2018

    Evaluation of customer experience and outcomes for people using the Pension Wise service.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    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

  • 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

  • Insights from Financial literacy and retirement planning in Finland

    This paper explores the relationship between financial literacy and retirement planning with the first representative financial literacy survey in Finland.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Financial Capability

    Country/Countries: Finland

    Year of publication: 2015

  • Digitalisation and finance: Financial Markets, Insurance and Pensions

    This series of articles presents a framework to help financial regulators understand the developments in financial markets that are being driven by digital technologies and innovation.

    Evidence type: Insight i

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

    Country/Countries: OECD Countries

    Year of publication: 2018

  • Managing finances in later life

    Qualitative study by Loughborough University exploring what helps or hinders older people manage their finances; using interviews with older people aged 65-84.

    Evidence type: Insight i

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

    Country/Countries: England

    Year of publication: 2010

  • 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

  • The Age UK 'Your Money MOT' impact evaluation

    Evaluation of a paper based budgeting tool designed by Age UK and piloted with 50-60 older people.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2018