Evaluation of Advice NI’s FinCap intervention, targeted at people with chronic or acute mental health conditions, delivered through a training and referrals process.
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, Credit Use and Debt, Financial Capability
Country/Countries: Northern Ireland
Year of publication: 2018
An evaluation of an alternative money advice service for survivors of domestic abuse
A mixed methods evaluation of a bespoke money advice service to support domestic abuse survivors, as provided by Anglia Care Trust.
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: 2018
Teaching everyday money skills to young people with disabilities
Work Pay$ is a workplace/classroom based financial literacy pilot programme delivered to young people with disabilities in Adelaide, Australia.
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 Education, Financial Capability
Country/Countries: Australia
Year of publication: 2017
Women and High Cost Credit: home credit
This work is a review by the Personal Finance Research Centre of existing research, reports and policy documents, looking at female consumers and assessing their vulnerability to high cost home credit.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Credit Use and Debt
Country/Countries: United Kingdom
Year of publication: 2017
Savings for the future: solving the savings puzzle for low income households
A qualitative review of the role of informal savings approaches in financial resilience in low-income households.
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: Saving
Country/Countries: United Kingdom
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
Measuring financial capability
Literature review to inform Citizens Advice’s development of its own financial capability framework, aligned with the UK Financial Capability Strategy.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Financial Capability
Country/Countries: England & Wales
Year of publication: 2017
Promoting women’s financial wellbeing in Regional Australia
Workshops and webinars delivered by 10thousandgirl to women living in regional and rural Australia.
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: Australia
Year of publication: 2017
Your Money Your Home: legacy report
Legacy report of an evaluation of a Wales Co-Op project that aimed to improve the financial capability of tenants in the private rented sector, including raising awareness of benefit changes.
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: Wales
Year of publication: 2017
The social impact of Fair For You
A social impact assessment of the difference that Fair For You offers customers who need a flexible and affordable loan to buy household goods.
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
Country/Countries: UK
Year of publication: 2016
Financial Technology (FinTech) research briefing
This report identifies issues around financial inclusion, the regulation of financial innovation, identity and cybersecurity as the most significant challenges for the developing a FinTech sector.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Financial Capability
Country/Countries: United Kingdom
Year of publication: 2016
Paying more to be poor: the poverty premium in energy, telecommunications and finance
Qualitative and quantitative research commissioned by Citizens Advice Scotland to explore the extent of the poverty premium paid by low income households and recommend how to address this.
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: Scotland
Year of publication: 2016
Women talk money – evaluation report
Evaluation of an online financial literacy resource that aims to empower women to make informed choices and secure their financial futures, funded by Financial Literacy Australia.
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: Australia
Year of publication: 2016
Evaluating the Wesley Mission: In charge of my money
Evaluation of the impact of a series of money workshops delivered by The Wesley Mission among people from vulnerable sections of the population.
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, Credit Use and Debt
Country/Countries: Australia
Year of publication: 2016
Living with debt after advice: A longitudinal study of people on low incomes
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: Credit Use and Debt
Country/Countries: United Kingdom
Year of publication: 2016
Financial education programs serving immigrant populations
The CFPB conducted a literature review of financial education programs for immigrant populations to raise visibility about the financial education challenges that many immigrants face.
A comprehensive and replicable review of all relevant studies on a topic with a summary of findings
An indicative review of a sample of relevant studies on a topic with a summary of findings
Topics: Financial Capability
Country/Countries: United States
Year of publication: 2016
Report and evaluation of the FRANS financial literacy project
Group lessons delivered weekly to teenagers and adults with an intellectual disability in Sydney, Australia.
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 Education
Country/Countries: Australia
Year of publication: 2016
MoneyMinded Report 2015 (RMIT University)
Small business financial workshops (MoneyMinded Business Basics) designed by ANZ banking group (Australia) for potential or new micro-entrepreneurs in Papua-New Guinea.
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 Education, Financial Capability
Country/Countries: Australia
Year of publication: 2016
The damage of debt: The impact of money worries on children's mental health and well-being
Literature review, analysis of existing quantitative data and qualitative research by the Children’s Society examining the effect of family money worries on children’s mental health.
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: Credit Use and Debt
Country/Countries: England and Wales
Year of publication: 2016
The Money Statistics, June 2016
The latest statistics summarising personal debt, loans, mortgages, housing and rent, savings and pensions and spending as well as the wider context (e.g. population, unemployment) of the UK.
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: Saving, Pensions and Retirement Planning, Credit Use and Debt
Country/Countries: United Kingdom
Year of publication: 2016
