Financial inclusion: Improving the financial health of the nation
Research by the Financial Inclusion Commission exploring financial inclusion since the Government Financial Inclusion Taskforce was wound up, involving a literature review and stakeholder interviews.
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, Saving, Insurance and protection, Financial Capability, Pensions and Retirement Planning
Country/Countries: United Kingdom
Year of publication: 2015
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
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
Sergeant review of simple financial products
The report and recommendations of a UK Government Steering Group on Simple Financial Products: those that are easy to understand and enable consumers to plan and manage their every-day finances.
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, Insurance and protection, Financial Capability
Country/Countries: United Kingdom, England, Scotland, Northern Ireland, Wales
Year of publication: 2013
Banking on the Facebook generation
This paper explores how young people can be effectively served and engaged by financial services, using quantitative analysis of YouGov data.
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, Insurance and protection
Country/Countries: United Kingdom
Year of publication: 2011
