Financial capability of children, young people and parents in the UK 2016
Report of a UK-wide survey of the financial capability – knowledge, attitudes and behaviours – of 4-17-year-olds and their parents
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, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2017
Cheques and balances: The use of cheque cashing services in the UK
This project explores the potential impact of cheque imaging on low income, excluded and/or vulnerable consumers and sole traders, including those who use non-bank cheque clearing services.
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: Budgeting and keeping track, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2017
Four bright coins shining at me: financial education in childhood, financial confidence in adulthood
The study analyses whether receiving regular pocket money from parents produces long lasting consequences in terms of building up a greater ability to cope with financial matters later in life.
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: Netherlands
Year of publication: 2017
Financial conversation led by a microfinance worker or volunteer with a loan applicant. (A core aspect of the microfinance programmes offered by Good Shepherd Microfinance).
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, Financial Capability
Country/Countries: Australia
Year of publication: 2016
Financial resilience in Australia 2015
Nationally representative survey, undertaken by the Centre for Social Impact and NAB, to understand levels of financial resilience in Australia.
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: Australia
Year of publication: 2016
New insights from the Social Market Foundation on the level and nature of financial capability in Great Britain, and recommendations for how to improve this using the Wealth and Assets Survey.
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, Budgeting and keeping track, Financial Capability
Country/Countries: England, Scotland, Wales
Year of publication: 2016
Green paper: Saving us from ourselves
A green paper produced by the Open University Business School, focusing on how to make the general public more financially resilient and sets out their agenda to increase saving & investing.
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: Saving, Pensions and Retirement Planning
Country/Countries: United Kingdom
Year of publication: 2015
Analysis of the Wealth and Assets survey and a review of evidence to explore how to overcome economic and behavioural barriers to savings in UK households, thus improving financial resilience.
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: Saving
Country/Countries: UK
Year of publication: 2015
Financial inclusion annual monitoring report 2015
This report presents data and identifies trends on a range of indicators of financial inclusion in Britain in 2015.
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: 2015
Financial education of vulnerable young people
This All-party Parliamentary Group inquiry considers how to help vulnerable young people manage their money, based on a call for evidence and consultation with YPs who had experienced homelessness.
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, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2013
Youth financial education programme in Brazil
Financial education programme delivered in schools in Brazil, with an evaluation spanning 18 months and 20,000 pupils
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: Brazil
Year of publication: 2012
Money matters in times of change: financial vulnerability through the life course
A qualitative study to explore the causes of financial vulnerability across specific life transitions/events.
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: Australia
Year of publication: 2011
Citizens Advice's 'East of England Financial Capability and Inclusion Project'
Financial capability training provided to front-line workers and beneficiaries to improve financial inclusion in the East of England.
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: England
Year of publication: 2011
Planting the seed: Your Money Garden financial education project
A short evaluation of a community-based scheme delivering financial education workshops for women in Northern Ireland.
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: Northern Ireland
Year of publication: 2011
Four year course involving children and their parents to increase financial capability and encourage saving behaviour.
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, Saving
Country/Countries: USA
Year of publication: 2009
