Carers UK Thinking Ahead resource - What Works Fund
Carers UK’s online Thinking Ahead resource encourages working age people to consider the financial impact of caring and to take actions to mitigate the risks.
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, Financial Capability
Country/Countries: United Kingdom
Year of publication: 2018
Age Cymru Swansea Bay evaluation report
Financial advice for older people, delivered as 1:1 appointments or group seminars.
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, Financial Capability
Country/Countries: Wales
Year of publication: 2018
Evaluation of MyBnk Money Works
Money Works is a financial education programme targeted at ‘vulnerable’ young people. It is delivered by MyBnk across England and Wales, through a variety of host organisations.
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, Financial Education, Financial Capability
Country/Countries: England and Wales
Year of publication: 2018
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
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
Get £ F+IT - does increasing the digital skills of older people increase their financial capability?
A project supporting older people to have greater confidence in their digital skills and use these to manage their money.
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
Country/Countries: England
Year of publication: 2018
How can we incentivise pension saving? A behavioural perspective
A review of behavioural theory and the ‘nudges’ that can be used to incentivise people to save for retirement.
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: Pensions and Retirement Planning
Country/Countries: United Kingdom
Year of publication:
Institute for Employment Studies final evaluation report - What Works Fund
Institute for Employment Studies (IES) piloted the stages of financial wellbeing employer guidance in two large public sector organisations aimed at supporting employee financial wellbeing.
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, Financial Capability
Country/Countries: England & Wales
Year of publication: 2018
Evaluation of one-year peer-to-peer financial information sharing pilot project aimed at people aged 55 or above and in retirement.
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, Financial Capability
Country/Countries: England
Year of publication: 2018
Advising Communities' Money Well project
Financial Capability training and support for people with mental health needs and low well-being delivered by Advising Communities in South London.
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, Financial Capability
Country/Countries: England
Year of publication: 2018
Get Ready pensions tool – evaluation and dissemination report
Evaluation of the effectiveness of an online learning tool designed to increase users’ understanding of and planning for pensions.
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: United Kingdom
Year of publication: 2017
NEST insight: liquidity and sidecar savings
This insight explores the ‘sidecar model’, a potential approach to structuring people’s savings, which provides a more optimal balance between people’s liquid and illiquid savings.
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
Country/Countries: United Kingdom
Year of publication: 2017
Consumer engagement: the role of policy through the lifecourse
This report explores the role that behavioural techniques play alongside other policy levers to help people achieve better long-term saving outcomes throughout the lifecourse.
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
Country/Countries: United Kingdon
Year of publication: 2017
Consumer engagement: barriers and biases
This report explores the reasons behind people’s decisions and the lessons behavioural economic theory offers policy-makers, particularly in relation to engagement in pension decisions.
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
Country/Countries: United Kingdom
Year of publication: 2017
The role of financial education in decision-making for retirement
An OECD evidence review to understand the role of financial literacy relating to retirement, the challenges around retirement decisions and how FinEd needs to change according to main pension system.
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: Pensions and Retirement Planning
Country/Countries: United Kingdom, United States, OECD member nations
Year of publication: 2016
Project Superpower: a strategy to engage people with their superannuation
Research to understand ways to improve engagement with superfund saving among young adults, new mothers and pre-retirees.
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
Country/Countries: Australia
Year of publication: 2016
The role of financial literacy in financial decisions and retirement preparedness
Analysis of 2014 Canadian Financial Capability Survey to examine financial knowledge and financial confidence among seniors and near-seniors, commissioned by the FCAC.
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, Saving, Pensions and Retirement Planning
Country/Countries: Canada
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
Generation austerity: Brexit and beyond
Fourth annual Young Money report by MRM considering the views of 1000 18-25 year olds on topics such as pensions, benefits and accessing advice. The report also includes a range of ‘expert views’.
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
Country/Countries: United Kingdom
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
