Topics

This filter helps you explore reports based on key financial wellbeing themes, such as saving, credit, debt, and other areas covered by our evidence library.

Saving

Putting money aside regularly, often in a savings account or other safe place, to use in the future for emergencies, planned expenses, or long-term goals.

Credit

Money borrowed from a lender (such as a bank or credit card company) that must be repaid, usually with interest.

Debt

Money owed to a lender or creditor, which can come from loans, credit cards, or other borrowing. Managing debt responsibly is key to financial stability.

Pensions and retirement

Financial products, plans, or savings designed to provide income after people stop working. This includes workplace pensions, personal pensions, and state pensions.

Financial education

Teaching and learning about money management—such as budgeting, saving, borrowing, and investing—to help people make informed financial decisions.

Financial capability

The combination of knowledge, skills, attitudes, and confidence needed to manage money well, plan for the future, and respond to financial challenges.

Insurance and protection

Products or policies (such as health, life, or home insurance) that provide financial support or compensation when unexpected events occur.

Financial wellbeing at work

How employees feel about their financial situation and how employers support them through fair pay, benefits, guidance, or financial education.

Struggling and squeezed

A term, stemming from our own Segmentation model, for people who are under significant financial pressure—struggling to make ends meet or at risk of falling into financial hardship.

Mental health

A person's emotional, psychological, and social wellbeing. Mental health can affect and be affected by financial circumstances, including stress caused by money worries.

Population Groups

This filter lets you focus on reports relating to specific groups of people, such as children, older adults, parents, or other demographics highlighted in the evidence library.

Children and young people (18 and under)

Individuals from birth up to age 18, including those in school or further education, who are often learning about money for the first time.

Adults (18–64)

People in the main working age group, who may be building careers, raising families, or managing complex financial commitments.

Older adults (65+)

People over the age of 65, often retired or approaching retirement, who may be living on pensions, savings, or fixed incomes.

Parents and families

Adults with children or dependents, including single-parent households and extended family structures, often managing household finances.

Ethnicity

Financial experiences and challenges can vary across ethnic groups due to cultural, social, or economic factors.

Gender/women

Recognising that financial experiences can differ by gender, with women often facing unique challenges like the gender pay gap, career breaks, or caring responsibilities.

Disabled people

Individuals with physical, mental, or sensory impairments, who may face additional financial barriers due to extra costs, limited employment opportunities, or accessibility issues.

Organisation

This filter helps you see which reports come directly from us and which we’ve supported in other ways:

• Our reports: Research and publications we have led, authored, and officially published as our own work.

• Supported reports: Research or publications we have contributed to, such as through funding, expert panels, or other forms of collaboration, but which are published by other organisations.