Publications and resources

Publications

General

• Financial capability: a directory of bureau activities in the Citizens Advice service ( 0.8mb) (Autumn 2008)
  A directory of local Citizens Advice Bureau financial skills projects across England and Wales

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

• Net gains (Spring 2004)
  A publication highlighting financial skills work in the CAB service.

Project

• 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 - full evaluation report ( 410kb)
  Added interest - executive summary ( 2mb)

• Frontline Financial Capability (February 2006)
  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 - full evaluation report ( 170kb)
  Frontline financial capability - executive summary ( 52kb)

• Capital gains (Summer 2005)
  An update on the nine bureaux pilot projects funded through the first phase of FSfL

Evaluation

• Evaluation prepared by The National Institute of Adult Continuing Education (May 2008)
  An evaluation report on the bureaux and forum grants programme of 2007 - full report ( 1.1mb)
  An evaluation report on the bureaux and forum grants programme of 2007 - summary ( 1.1mb)
  

• Talking about tax ( 0.52mb) (September 2007)
  Citizens Advice and HM Revenue and Customs Frontline Training - evalution of a financial capability training project for frontline staff working with migrant workers and older people.

• Evaluation of the Citizens Advice National Financial Capability project (June 2006) - ECOTEC Research and Consulting
  Evaluation of Financial capability project - full report ( 0.61mb)
  Evaluation of Financial capability project - executive summary ( 73kb)

Policy

• Summing up - bridging the financial literacy divide evidence report (November 2001)

• Citizens Advice response to the HM Treasury’s Consultation ( 41kb) on its long term approach to financial capability, published April 2007

Other recent and relevant Citizens Advice reports

• Out of the red: debt advice in the Citizens Advice service (Spring 2006)
  How Citizens Advice and its partners in the public, private and voluntary sectors are contributing to addressing the problems of people in debt.

• Deeper in debt: the profile of CAB clients (May 2006)
  Citizens Advice evidence briefing on the profile of CAB debt clients.

• Financial advice pilot project evaluation report ( 200kb) (November 2005)
  Evaluation of the work of independent financial advisers with pilot bureaux offering generic financial product advice.

Resources

• Adding Value ( 370kb) - working with schools on financial capability (Summer 2007)

Training materials

Financial Skills for Life has produced a range of training materials for our bureaux to use when delivering sessions to groups of adults in the community. They include materials to use with community practitioners as well as end users and cover topics such as choosing credit, budgeting and managing debt.

You can get website details and conditions of access and use from your regional financial capability forum co-ordinator if you are/become an active member of your local financial capability forum.

• Financial capability forum coordinators contact details

• Summary of financial capability training packs