Skip navigation | Skip to footer
 

Publications and reports

General

Financial capability survey 2011: A profile of bureau financial skills work (Adobe Acrobat Document 150kb)
A short summary of the results from our annual bureau financial capability survey. Includes highlights and details of the reach and range of financial capability work carried out by Citizens Advice Bureaux.

Financial Skills for Life: Building financially capable communities (December 2009) (Adobe Acrobat Document 2.2mb)
Overview of the financial education work that Citizens Advice Bureaux are doing – including the partnerships we’ve successfully made and the results we get.

An introduction to financial capability (Adobe Acrobat Document 54kb)
A two-page summary.

Financial skills for life (July 2006) (Adobe Acrobat Document 420kb)
Outlines the experiences and outcomes of Citizens Advice Bureaux financial capability work from 2002 up to 2006.

Net gains (Spring 2004)
Illustrates the breadth of financial skills work across the Citizens Advice service. It includes examples of local bureau projects and beneficiary case studies.

Project reports

Financial Inclusion Fund financial capability pilot

Evaluation of project to train debt workers in Financial Inclusion Fund bureaux in Yorkshire and Humberside and the North East to deliver financial capability training.
Evaluation report July 2009 (Adobe Acrobat Document 200kb)

Energy Best Deal

Evaluation of project to inform how to save on energy costs and the help available for paying bills. Delivered to clients and support workers through our regional financial capability forums.

Evaluation report 2010 - summary (Adobe Acrobat Document 410kb)

Evaluation report 2010, Centre for Sustainable Energy- full report (Adobe Acrobat Document 460kb)

Now let’s talk money

Report on small projects fund aimed at training front-line workers in 2008-9:
Final report to the Department of Work and Pensions (April 2009) (Microsoft Word 76kb)

Save Xmas

Evaluation of awareness campaign delivered through our regional financial capability forums:
Evaluation report March 2010, Ipsos Mori (Adobe Acrobat Document 0.69mb)

Bureau and forum grants programme

Evaluation prepared by the National Institute of Adult Continuing Education (NIACE) (May 2008):
An evaluation report on the bureaux and forum grants programme of 2007 - summary (Microsoft Word 330kb)
An evaluation report on the bureaux and forum grants programme of 2007 - full report (Microsoft Word 1.1mb)

Talking about tax

Evaluation of the Financial capability training project, aimed at front-line staff working with migrant workers and older people:
Talking about tax evaluation report prepared by NIACE (Sept 2007) (Microsoft Word 0.52mb)

Evaluation of the Citizens Advice national financial capability project (June 2006)

Evaluation by ECOTEC Research and Consulting:
Evaluation of Financial capability project - executive summary (Microsoft Word 73kb)
Evaluation of Financial capability project - full report (Microsoft Word 0.61mb)

Added interest (April 2006)

A joint Citizens Advice/Personal Finance Education Group research report into the role and needs of Citizens Advice Bureaux working with schools to support financial capability:
Added interest - executive summary (Adobe Acrobat Document 2mb)
Added interest - full evaluation report (Adobe Acrobat Document 410kb)

For more information about working with schools on financial capability, see our good practice guide to help Citizens Advice Bureau work effectively with schools:
Adding value

Frontline financial capability (February 2006)

Report on a joint Citizens Advice / Financial Services Authority project to pilot financial skills training to practitioners working with young adults (aged 16-24):
Frontline financial capability - executive summary (Adobe Acrobat Document 52kb)
Frontline financial capability - full evaluation report (Adobe Acrobat Document 170kb)

Capital gains (Summer 2005)

An update on the nine bureaux pilot projects funded through the first phase of Financial skills for life:
Capital gains

Policy

Citizens Advice response to the HM Treasury’s consultation (Adobe Acrobat Document 41kb) on its long term approach to financial capability, published April 2007.

Summing up - bridging the financial literacy divide (Adobe Acrobat Document 420kb) evidence report (November 2001)

Improving the financial capability of offenders (Adobe Acrobat Document 1.2mb) – joint briefing by the Consumer Financial Education Body (CFEB), the National Offender Management Service (NOMS) and Citizens Advice to highlight the importance of working with offenders within prison settings and in the community to help them understand financial matters and manage their finances better.

Other Citizens Advice reports

For other reports relating to consumer issues and debt please search in policy/campaigns.