Evaluation of Life, Money, Action! for Money Advice Service - What Work’s Fund
Life, Money, Action! is a training course and qualification, designed to support 200 youth practitioners across the UK deliver financial capability support to the young people they work with.
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, Scotland & Wales
Year of publication: 2018
Randomised controlled trial evaluation of The Money Charity's workshops in Schools
A cluster-RCT and process evaluation of Money Workshops delivered by The Money Charity in schools and colleges with pupils aged 14-19.
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: England, Northern Ireland & Wales
Year of publication: 2018
Face-to-face advice delivered in healthcare settings to patients with renal failure and inherited metabolic disorders
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, Budgeting and keeping track, Credit Use and Debt
Country/Countries: England
Year of publication: 2018
Tools for saving: using pre-paid accounts to set aside funds
Survey exploring the use of a pre-payment card set-aside function to encourage saving among lower income consumers.
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: USA
Year of publication: 2016
White Paper: Online personal finance learning
An analysis of the Open University’s ‘Managing My Money’ programme, to help people improve their financial capability and make better financial decisions.
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: UK
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
Auto-enrollment, matching, and participation in 401(k) plans
Research exploring whether automatic enrollment in a type of US pension scheme effects participation and employer contributions.
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: Pensions and Retirement Planning
Country/Countries: USA
Year of publication: 2015
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
Toynbee Hall's Money Mentors programme
An evaluation of Toynbee Hall's Money Mentors programme which aimed to build financial resilience and inclusion for residents of the London Borough of Tower Hamlets.
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: 2015
FirstStop advice for older people
An evaluation of FirstStop Advice, which offers information and advice on housing, care and related finance to older people in 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 Capability
Country/Countries: England
Year of publication: 2015
Good Shepherd MicroFinance’s 'No Interest Loan Scheme'
A community based micro-finance programme in Australia that provides low interest loans and financial advice to low income households.
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: Australia
Year of publication: 2014
Money Management International's workplace financial education
Workplace intervention involving a year-long programme of educational inititatives designed to address employees' financial needs.
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: US
Year of publication: 2014
Ofgem/Citizens Advice Energy Best Deal & Energy Best Deal Extra
Face-to-face group information sessions delivered by Citizens Advice (CAB) on behalf of Ofgem to raise awareness of ways to reduce energy costs and how to get help if paying bills is a struggle.
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, Financial Capability
Country/Countries: England, Scotland and Wales
Year of publication: 2014
American Association of Retired People’s 'Finances 50+'
Face-to-face financial capability programme for those aged 50+ designed to improve financial behaviour and encourage financial goal setting
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
Country/Countries: USA
Year of publication: 2014
Managing money better project evaluation
Programme providing money advice to vulnerable older people as a key element of housing and care options advice and support.
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, United Kingdom
Year of publication: 2014
Money 4 Wellbeing pilot program evaluation
Money workshops and mentoring programme delivered by The Smith Family aim at young people aged 18-24 years engaged in tertiary or post-secondary education.
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: 2013
Social return on investment forecast of the Indigenous Money Mentor program
An assessment of the social impact of National Australia Bank’s mentor-based financial support programme for indigenous Australian communities, using a Social Return on Investment approach.
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: Pensions and Retirement Planning, Credit Use and Debt, Financial Education, Financial Capability
Country/Countries: Australia
Year of publication: 2013
360 degree evaluation of funded face-to-face debt advice
An evaluation of a new debt advice funding model to explore the delivery and client impacts of focusing more on the provision of one-off advice sessions.
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: England and Wales
Year of publication: 2013
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
Country/Countries: England
Year of publication: 2012
Money Advice Service - Free and paid-for UK debt advice
Financial capability outcomes of free and paid for debt advice provided face-to-face, by telephone, email, website, post, printed material and instant messaging.
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: 2012
