Evaluation of a project delivered by the National Youth Agency to 500 16-21 year olds, to improve their financial knowledge and to help them make good decisions about finances in the future.
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, Pensions and Retirement Planning, Credit Use and Debt, Budgeting and keeping track, Financial Education, Financial Capability
Country/Countries: England
Year of publication: 2018
Evaluation of MAS Budget Planner online tool
An evaluation to understand how and why financial capability outcomes are improved through use of the MAS Budget Planner, and how outcomes for users of this tool could be further improved.
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: Budgeting and keeping track, Saving, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2018
Delivering community financial advice workshops in Leicester - What Works Fund
Financial capability workshops delivered in the community to older people in Leicester by Vista, CALS and WEA.
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, Pensions and Retirement Planning, Budgeting and keeping track, Financial Capability
Country/Countries: England
Year of publication: 2018
Evaluation of the 'Supported Rent Flexibility' pilot
A mixed method evaluation of the Supported Rent Flexibility Pilot run by Optivo Housing Association.
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, Budgeting and keeping track, Financial Capability
Country/Countries: England
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
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
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
Financial wellness in the workplace
Paper presenting survey data on the extent, nature and benefits of financial wellness programmes in U.S companies or organisations.
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: Pensions and Retirement Planning, Credit Use and Debt, Budgeting and keeping track, Insurance and protection, Financial Capability
Country/Countries: USA
Year of publication: 2015
Behavioural hurdles to financial capability in the UK
A review of the academic literature which identifies six key behavioural hurdles to financial capability and the challenges for UK financial education programmes in addressing them.
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, Credit Use and Debt, Budgeting and keeping track, Financial Education
Country/Countries: United Kingdom, United States, Various
Year of publication: 2015
This report summarises feedback from roundtable discussions held by Demos with key stakeholders about how to implement the independent Financial Inclusion Commission’s vision for 2020.
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, Credit Use and Debt, Budgeting and keeping track, Financial Education, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2015
Evaluation of the New Zealand Sorted workplace pilot
A mixed methods evaluation of a New Zealand Sorted Workplace pilot.
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, Pensions and Retirement Planning, Budgeting and keeping track, Insurance and protection
Country/Countries: New Zealand
Year of publication: 2015
Can you help someone become financially capable?
A meta-analysis of the literature on financial education interventions designed to strengthen the financial knowledge and behaviours of consumers.
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, Budgeting and keeping track, Financial Capability
Country/Countries: Regions in USA, Africa, Asia, Latin America
Year of publication: 2014
Ulster Bank's 'Money Advice Support Programme'
Face-to-face group financial capability sessions in the community aiming to help improve people's money management and reduce the likelihood or severity of debt problems.
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: Budgeting and keeping track, Credit Use and Debt
Country/Countries: Northern Ireland
Year of publication: 2014
The report brings together a wide range of sources to highlight a change of the nature of indebtedness in the UK from one arising from crisis to one in which costs have risen more than inflation.
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, Budgeting and keeping track
Country/Countries: United Kingdom
Year of publication: 2014
My Finance Coach's financial education programme
Face-to-face financial education provided to students in lower stream high schools in Germany, delivered by volunteer 'finance coaches'.
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, Budgeting and keeping track
Country/Countries: Germany
Year of publication: 2013
Barclays 'Money Skills' for disadvantaged young people: impact evaluation
An evaluation by the University of Bristol assessing the impact of Barclay’s Money Skills programme targeted at young adults from disadvantaged backgrounds.
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
Country/Countries: England & Wales
Year of publication: 2013
Face-to-face financial education programme for young adults moving into independent living to help them confront their money worries.
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, Budgeting and keeping track
Country/Countries: England
Year of publication: 2011
Financial stress, pay satisfaction and workplace performance
Survey research exploring the relationship between financial stress and workplace outcomes.
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: Pensions and Retirement Planning, Budgeting and keeping track, Financial Education
Country/Countries: United States
Year of publication: 2004
