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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114 documents found
  • 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

  • Saver Plus: Pathways To Wellbeing

    An evaluation of Saver Plus, a financial education and matched savings programme developed by ANZ and the Brotherhood of St Laurence.

    Evidence type: Evaluation i

    Topics: Saving, Financial Education

    Country/Countries: Australia

    Year of publication: 2018

  • Improving Money Management in Working Age Adults

    An evidence review to understand ‘what works’ to help working age adults manage their money effectively.

    Evidence type: Review i

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

    Country/Countries: United Kingdom

    Year of publication: 2018

  • 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

  • Ideas And Results From The Financial Capability Lab

    An overview of progress in identifying and testing ideas to address three challenging areas in the UK Financial Capability Strategy.

    Evidence type: Insight i

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

    Country/Countries: UK

    Year of publication:

  • The Squeezed Segment

    Qualitative study for MAS to give further insight into the “squeezed” segment, one of three core groups of consumers.

    Evidence type: Insight i

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

    Country/Countries: UK

    Year of publication: 2016

  • 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

  • Living Lagom Challenging Perceptions Of Wealth

    A study of the relationship between financial comfort, especially saving, and overall life satisfaction in the UK

    Evidence type: Insight i

    Topics: Saving, Financial Capability

    Country/Countries: UK

    Year of publication: 2019

  • Managing My Money for the Just About Managing

    Open University & Coventry University designed and tested (using multiple controlled field trials) a short, behaviourally-informed financial education tool aimed at improving the day-to-day budgeting, spending, and saving behaviour of people who are Just About Managing.

    Evidence type: Evaluation i

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

    Country/Countries: England

    Year of publication: 2019

  • Get Set: family financial wellbeing programme

    Get Set is a financial capability programme funded by the Money Advice Service. It is aimed at parents of children aged 7-11. The course was delivered via four group sessions, three personal one to one sessions and a follow up session. In addition, online resources were available on a dedicated website as well as a social networking platform.

    Evidence type: Evaluation i

    Topics: Saving, Budgeting and Keeping Track, Financial Education

    Country/Countries: England

    Year of publication: 2019

  • 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

  • Children and young people financial capability deep dive: parenting

    A study assessing to what extent parent’s behaviour and attitudes towards money affects their children’s financial capability.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    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

  • Final Evaluation of the YouthStart program

    Evaluation of a financial inclusion programme for young people in eight Sub-Saharan African countries. Financial services providers received grants and training, to provide savings advice and financial education for young people.

    Evidence type: Evaluation i

    Topics: Saving, Financial Education

    Country/Countries: Burkina Faso, Democratic Republic of Congo, Ethiopia, Malawi, Rwanda, Senegal, Togo and Uganda

    Year of publication: 2015