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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526 documents found
  • Supporting Emergency Saving: Briefing paper 2

    An early evaluation of a trial of a hybrid workplace savings product, designed to improve both emergency savings and pension provision, based on qualitative interviews with employers and stakeholders

    Evidence type: Evaluation i

    Topics: Saving, Pensions and Retirement Planning

    Country/Countries: United Kingdom

    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

  • Can financial advice impact financial wellbeing?

    A survey of 2,000 working age people in Britain, exploring if there is a link between financial advice and financial wellbeing, conducted on behalf of a financial services provider

    Evidence type: Insight i

    Topics: Financial Education

    Country/Countries: England, Scotland, Wales

    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

  • 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

  • Employee financial well-being: Behavioural insights

    A review of literature on behavioural insights, with a focus on how the insights can be applied to increase the financial wellbeing of adults in the workplace

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2017

  • Evaluation of the Savings and Credit Pathfinders programme

    An evaluation of a UK-wide pilot programme, with three workstreams, aimed at improving saving and credit use amongst people in MaPS ‘Struggling’ and ‘Squeezed’ segments.

    Evidence type: Evaluation i

    Topics: Saving, Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Evaluation of Embedding Talk, Learn, Do in Wales

    An evaluation of the further embedding of an existing programme to help parents talk to children about money, assessing both the training for practitioners and the views of parents

    Evidence type: Evaluation i

    Topics: Financial Education, Financial Capability

    Country/Countries: Wales

    Year of publication: 2020

  • 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

  • Exploring regulatory approaches to consumer vulnerability

    A review of literature around vulnerability in the UK and Australia, for the Australian Energy Regulator, to understand better regulatory approaches to safeguarding vulnerable customers

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom, Australia

    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

  • Open Banking for Good: Moving the Dial?

    A B2B qualitative evaluation of a programme by Nationwide Building Society to fund Fintech’s to develop Open Banking technology to help the financially squeezed.

    Evidence type: Evaluation i

    Topics: Budgeting and Keeping Track, Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2019

  • A new approach to measuring the poverty premium

    A mixed-methods study including literature review, data analysis, survey and focus groups to estimate the cost of the poverty premium in Britain based on lived experience of low-income households

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: England, Scotland, Wales

    Year of publication: 2020

  • The inequality of poverty

    A review of literature, and secondary analysis of existing survey data, to look at the poverty premium amongst people with protected characteristics: sex, race and disability

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Who are the excluded?

    An analysis of a survey of the impact of coronavirus on personal and household finances in the UK, focusing on people who are excluded from government support schemes (CJRS and SEISS)

    Evidence type: Insight i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • UK Poverty 2020-21

    A review of literature and data combined with primary qualitative discussions on the topic of poverty in the UK and the impact of the coronavirus pandemic

    Evidence type: Review i

    Topics: Financial Capability

    Country/Countries: United Kingdom

    Year of publication: 2021

  • Mortgage switching research

    An analysis of mortgage switching, using qualitative and quantitative research to understand the profile of non-switchers, barriers to switching and interventions that could encourage switching

    Evidence type: Insight i

    Topics: Credit Use and Debt

    Country/Countries: United Kingdom

    Year of publication: 2020

  • 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

  • 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