Research Library

This 2017 report by LV= examines which groups are most at risk from a sudden loss of income, and suggests areas for action in strengthening the financial resilience of UK households.

An evaluation of a pilot project that provided points to participants in exchange for responding to short quizzes and financial education messaging related to budgeting.

Researchers analysed data from the 2015 U.S. Financial Capability Study to compare the household use of formal financial services to alternative financial services.

Analysis of a cohort study of UK children born in 1970 to determine factors that influence adult financial capability.

This 2017 report by Close Brothers provides insight into and raises questions about the role employers can play in helping employees prepare financially for working life and retirement.

Online money management course designed specifically for older people, developed and delivered in conjunction with UK online centres.

An evaluation, commissioned by Royal London, of the impacts of using simple budgeting tools on customers’ money management attitudes and behaviours.

Literature review to inform Citizens Advice’s development of its own financial capability framework, aligned with the UK Financial Capability Strategy.

A qualitative scoping study, commissioned by the Money Advice Service, of the potential role for peer-support to help people with problem debt in the UK.

This report presents Canada’s National Research Plan for Financial Literacy, to generate key evidence for the implementation of the National Strategy for Financial Literacy.