Improving financial confidence evaluation
This evaluation presents learning from 37 Improving Financial Confidence projects, including self-evaluation and learning, case studies and evaluation workshops, and analysis of outcome data.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Capability
Country/Countries: England
Year of publication: 2017
Cash pointers: improving financial confidence for young people
Money skills training and advice delivered by 1625 Independent People in a wide range of community settings to current or potential social housing tenants aged 16-25.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Financial Capability
Country/Countries: England
Year of publication: 2017
Financial education and consumer protection for all in the digital age
This OECD report discusses the implications of the digitalisation of finance for financial education, highlighting the need to enhance financial education frameworks.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education
Country/Countries: International/OECD
Year of publication: 2017
Financial well-being: a conceptual model and preliminary analysis
The study attempts to identify the determinants of “financial well-being”, undertaking regression analyses before testing the model across a representative sample of the Norwegian population.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: Norway
Year of publication: 2017
G20/OECD INFE report on adult financial literacy in the G20
This OECD report describes levels of financial literacy in the G20 countries (plus Norway and the Netherlands).
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education
Country/Countries: International/OECD/G20
Year of publication: 2017
Numeracy and financial capability: exploring the links
Further analysis of survey data of the UK working-age population to explore the relationship between numeracy and financial capability, including the role of attitude and confidence.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: United Kingdom
Year of publication: 2017
Measuring financial capability: identifying the building blocks
Analysis of data from over 3,500 interviews to test and refine the Money Advice Service’s conceptual model of financial capability and relationships between components.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: United Kingdom
Year of publication: 2016
Saver Plus: a decade of impact
Evaluation of a long-established targeted matched savings programme in Australia, assessing performance on a range of individual and macro-economic measures.
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Saving
Country/Countries: Australia
Year of publication: 2015
National strategies for financial education: policy handbook
59 economies worldwide have implemented a national strategy for financial education. The report describes experiences of these countries and addresses challenges faced in implementing the strategies.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Education
Country/Countries: International
Year of publication: 2015
Face-to-face financial skills programme for social housing tenants designed to improve their money management
Information about the programme design and rationale
Evidence about Financial Capability outcomes for programme participants
Evidence that the Financial Capability outcomes were caused by the programme
Evidence about programme implementation, feasibility, and piloting
Evidence about relative costs and benefits of the programme
Topics: Credit Use and Debt, Saving, Financial Capability, Budgeting and Keeping Track
Country/Countries: England
Year of publication: 2012
Levels of financial capability in the UK: Results of a baseline survey prepared for the FSA
Qualitative questionnaire development and quantitative survey of financial capability of UK adults, commissioned by the FSA, conducted by the Personal Finance Research Centre, University of Bristol.
Qualitative research is more exploratory, and uses a range of methods like interviews, focus groups and observation to gain a deeper understanding about specific issues - such as people’s experiences, behaviours and attitudes.
Quantitative research uses statistical or numerical analysis of survey data to answer questions about how much, how many, how often or to what extent particular characteristics are seen in a population. It is often used to look at changes over time and can identify relationships between characteristics like people’s attitudes and behaviours.
Topics: Financial Capability
Country/Countries: United Kingdom
Year of publication: 2006
