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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81 documents found
  • 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

  • Retirement saving in the UK 2020

    An insight report based on data from members of NEST, the National Employment Savings Trust, covering members’ experiences of saving in the Nest pension scheme

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2021

  • The forgotten generation? Retirement income prospects GenX

    An interim report based on a survey and qualitative panels with people in the UK aged 40-55 about their retirement prospects.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Talking with self-employed people about retirement saving

    This 2020 evaluation summarises the findings from two email messaging field trials that tested self-employed people’s engagement with different retirement saving messages.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Digital advertising in financial services

    This 2020 paper uses new research evidence to set out the FSCP’s concerns about digital marketing in both the high-cost credit market and the pensions-to-cash market.

    Evidence type: Insight i

    Topics: Pensions and Retirement Planning, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Testing retirement communications

    An evaluation to assess the impact of interventions designed to increase individuals’ use of the free pensions guidance available to them and engagement with their pensions.

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2018

  • The Stronger Nudge

    An evaluation to assess the impact of the ‘Stronger Nudge’ interventions on the proportion of people who receive Pension Wise guidance before they access their pension savings.

    Evidence type: Evaluation i

    Topics: Pensions and Retirement Planning

    Country/Countries: United Kingdom

    Year of publication: 2020

  • How financially coping Americans plan, save and invest

    This 2020 report analyses planning, saving, and investing behaviours and obstacles faced by more than half of the US population, classed as ‘financially coping’.

    Evidence type: Insight i

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

    Country/Countries: United States

    Year of publication: 2020

  • Preparing for tomorrow by fixing today

    This 2018 report aims to further understanding of the causes and effects of financial health challenges for Americans before and during retirement.

    Evidence type: Insight i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United States

    Year of publication: 2018

  • 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