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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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130 documents found
  • 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

  • Can Gambling Increase Savings?

    An analysis of banking data to assess the use of a prize linked savings account in South Africa

    Evidence type: Insight i

    Topics: Saving

    Country/Countries: South Africa

    Year of publication: 2014

  • Supporting credit union members towards greater financial wellbeing

    This paper reports the results of an existing evaluation to recommend how credit unions can use financial education to improve the financial capability of their members

    Evidence type: Evaluation i

    Topics: Saving, Financial Education, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Evidence-Based Strategies to Build Emergency Savings

    A literature review focusing on high-quality randomised field studies and lab experiments to provide evidence of current savings innovations and identify promising saving strategies

    Evidence type: Review i

    Topics: Saving

    Country/Countries: United States

    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

  • Supporting emergency saving briefing 2: Employer experience

    Second briefing paper from the trial of a new sidecar savings product which combines emergency savings with defined contribution pension savings

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Prize-Linked Savings and Financially Vulnerable Americans

    A survey of low- and medium-income households in the US, exploring the potential of prize-linked savings products

    Evidence type: Insight i

    Topics: Saving

    Country/Countries: United States

    Year of publication: 2011

  • The Living Standards Audit 2020

    This 2020 report takes a look at the impact of the coronavirus pandemic and associated crises on the living standards of people in the UK.

    Evidence type: Insight i

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

    Country/Countries: United Kingdom

    Year of publication: 2020

  • Automatically enrolling consumers into overdraft alerts

    This 2018 report assesses the impact of automatically enrolling consumers into overdraft alerts, using consumer data from across six major banking institutions.

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2018

  • The impact of annual summaries, texts and apps on behaviour

    This 2015 report assesses the impact of annual summaries, text alerts and mobile banking apps on consumers.

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2015

  • The financial health check

    An evaluation of the financial health check, that helps consumers review their spending and create achievable financial goals.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United States

    Year of publication: 2018

  • 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

  • Evidence on mandated disclosure from the savings market

    An evaluation to inform future policy in the UK savings market, that tests the importance of disclosure design in protecting consumers and improving competition.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2016

  • Stimulating interest: reminding savers to act

    An evaluation with savings account customers to assess the impact of extra reminders and messages on switching behaviour.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: United Kingdom

    Year of publication: 2015

  • Get Set Family Financial Wellbeing Programme

    An evaluation of the Get Set financial capability programme, which aimed to introduce people to new money management skills though a series of workshops.

    Evidence type: Evaluation i

    Topics: Saving

    Country/Countries: England

    Year of publication: 2019

  • 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

  • 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