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691 documents found

A review of financial advice models and the take-up of financial advice

A working paper that discusses financial advice models, past research on financial advice effectiveness and the take-up of financial advice in USA.

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Year of publication 2010

Evidence type

  • Review:
  • Literature review

Topics

  • Financial capability
  • Financial education

Country

  • USA

Population Group

  • Adults (18-64)
  • Disabled people

Council for Economic Education's 'Financing Your Future'

Classroom-based financial education programme designed to increase financial knowledge, delivered by teachers with the aid of DVDs.

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Year of publication 2010

Evidence type

  • Evaluation:
  • Measured Outcomes
  • Causality

Topics

  • Financial capability
  • Financial education

Country

  • USA

Population Group

  • Adults (18-64)
  • Children and young people (18 and under)
  • Gender/women

Credit and debt in low-income families

This 2010 report from the Joseph Rowntree Foundation examines the experiences of credit and debt for low-income families over a 12-month period

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Year of publication 2010

Evidence type

  • Insight:
  • Qualitative

Topics

  • Struggling and squeezed
  • Debt
  • Credit

Country

  • England
  • United Kingdom

Population Group

  • Adults (18-64)
  • Parents and families

Evaluation of the DWP Growth Fund

Evaluation of a funding programme run by the UK government to increase access to affordable credit by increasing lending by third sector organisations.

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Year of publication 2010

Evidence type

  • Evaluation:
  • Programme Theory
  • Measured Outcomes
  • Value for money
  • Process Evaluation

Topics

  • Struggling and squeezed
  • Debt
  • Credit
  • Financial capability

Country

  • Wales
  • England
  • Scotland
  • United Kingdom
  • Northern Ireland

Population Group

  • Adults (18-64)
  • Children and young people (18 and under)

Evidence versus emotion: how we make financial decisions

National survey of adults in Australia to understand how financial behaviour affects financial decision-making.

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Year of publication 2010

Evidence type

  • Insight:
  • Quantitative

Topics

  • Financial capability

Country

  • Other

Population Group

  • Adults (18-64)
  • Older adults (65+)

FSA and UK Government's 'Money Guidance Pathfinder'

Pathfinder programme (precurser to the Money Advice Service) providing money guidance and infomation through multiple channels.

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Year of publication 2010

Evidence type

  • Evaluation:
  • Measured Outcomes
  • Causality

Topics

  • Struggling and squeezed
  • Financial capability
  • Financial education

Country

  • England
  • United Kingdom

Population Group

  • Adults (18-64)

Improving financial capability among offenders, for the FSA

Qualitative and quantitative evaluations of three separate intervention programmes for offenders and correctional staff, delivered by a variety of agencies.

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Year of publication 2010

Evidence type

  • Evaluation:
  • Measured Outcomes
  • Process Evaluation
  • Causality

Topics

  • Financial capability
  • Financial education

Country

  • Wales
  • England

Population Group

  • Adults (18-64)

Learn$ave individual development accounts project: final report

A demonstration project in Canada to test the effectiveness of a new instrument – Individual Development Accounts (IDAs) – to encourage low-income adults to save for their own education or training.

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Year of publication 2010

Evidence type

  • Evaluation:
  • Measured Outcomes
  • Process Evaluation
  • Causality
  • Programme Theory
  • Value for money

Topics

  • Saving
  • Financial capability

Country

  • Other

Population Group

  • Adults (18-64)

Making savers winners: an overview of prize-linked savings products

A review of Prize Linked Savings accounts: whether such accounts are likely to appeal to consumers in the US and considering the barriers and benefits to such accounts.

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Year of publication 2010

Evidence type

  • Review:
  • Literature review

Topics

  • Saving
  • Struggling and squeezed

Country

  • USA

Population Group

  • Adults (18-64)

Managing finances in later life

Qualitative study by Loughborough University exploring what helps or hinders older people manage their finances; using interviews with older people aged 65-84.

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Year of publication 2010

Evidence type

  • Insight:
  • Qualitative

Topics

  • Saving
  • Pensions and retirement
  • Financial education

Country

  • England
  • United Kingdom

Population Group

  • Older adults (65+)