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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638 documents found
  • Funding and operating models of the debt advice sector

    Qualitative interviews and observational research with debt advice stakeholders such as local authorities, housing associations, government bodies and other providers.

    Evidence type: Insight i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Buy now pay later: a review of the market

    A rapid evidence review and survey of users of Buy Now Pay Later (BNPL) by the Behavioural Insight Team for MaPS to understand the market, risks and trends, consumer understanding, impact and outcomes.

    Evidence type: Review i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Financial Lives January 2023: rising cost of living

    An interim report, based on some additional survey data focusing on the cost of living, published in advance of the main Financial Conduct Authority ‘Financial Lives’ survey report

    Evidence type: Insight i

    Topics: Budgeting and Keeping Track

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Levelling the playing field: building inclusive access to financial services

    A study using qualitative research labs, a quantitative survey and analysis of existing survey research to explore access to financial services for people from minority ethnic groups

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2023

  • 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 financial wellbeing of disabled people

    A study using qualitative focus groups and an online community as well as a quantitative survey to explore financial wellbeing amongst disabled people

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Building resilient households

    A review and analysis of existing data and qualitative stakeholder interviews to explore financial resilience and make recommendations on how to improve this on a policy-wide level

    Evidence type: Insight i

    Topics: Saving, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Understanding of FSCS protection

    Research by the Financial Services Compensation Scheme (FSCS) to understand how much consumers know about the protection the scheme offers and which financial products and institutions it covers.

    Evidence type: Insight i

    Topics: Financial Education

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Not a secondary issue: Preventing and resolving financial difficulties for people in secondary mental health care

    A research study with people receiving care and treatment via secondary mental health services as well as experts in the field to understand how mental health affects financial capability.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2022

  • Uncovering hidden debt

    A series of online focus groups with money advisors in the UK, about informal and illegal money lending, to understand how damaging problem debt can stay hidden.

    Evidence type: Insight i

    Topics: Credit Use and Debt

    Country/Countries: England, Wales

    Year of publication: 2021

  • 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

  • Just Coping: A new perspective on low-income families

    A literature review followed by ethnographic research and stakeholder shadowing to explore issues faced by low-income families

    Evidence type: Insight i

    Topics:

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Experiences of Young People’s Borrowing

    A qualitative study of young people’s experience of borrowing and credit use followed by a hackathon with participants and experts to co-create solutions to improve young people’s financial capability

    Evidence type: Insight i

    Topics: Credit Use and Debt, Financial Education, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Health and wellbeing at work

    An overview of the results of the annual large-scale CIPD survey exploring health, wellbeing, and absence in UK workplace, including promotion of financial wellbeing.

    Evidence type: Insight i

    Topics: Financial Education, Financial Capability

    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

  • From Drained and Desperate to Affluent and Apathetic

    A survey and segmentation of UK consumers looking at impact of and responses to the increased cost of living, conducted by consumer organisation Which?

    Evidence type: Insight i

    Topics: Saving, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2023

  • Disability price tag 2023: the extra cost of disability

    Analysis by disability equality charity Scope of existing data sources to calculate the additional costs incurred by households with one or disabled person.

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    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