Research Library

A green paper produced by the Open University Business School, focusing on how to make the general public more financially resilient and sets out their agenda to increase saving & investing.

A qualitative review commissioned by Shelter Scotland to explore issues of financial capability facing Gypsy/Traveller people in Scotland and to identify best practice in responding to need.

A review of European literature exploring definitions of financial literacy. The review also reflects on European legislation promoting financial literacy among consumers.

An evaluation of a financial education and financial capability programme for 14-18 year olds delivered by MyPath in the United States.

This paper explores the relationship between financial literacy and retirement planning with the first representative financial literacy survey in Finland.

Nationally representative 2014 survey commissioned by the Financial Consumer Agency of Canada to provide a benchmark on levels of financial well-being and to inform approaches to improving these.

The Keep Me Posted campaign commissioned a study comparing the differential effects of postal and electronic communication on recipients’ financial understanding, decision-making and action.

A UK-based study exploring access to financial products and services through qualitative research with experts and with consumers across all demographic groups.

Findings from a UK roundtable discussion, this report seeks to establish how rules of thumb could be helpful for retirees to think about and manage their DC pension pots.