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Past projects

Local public sector funding guide (2008)

This guide describes how community-level financial capability work can help achieve local authority objectives. It is designed to encourage bureaux and their partners to engage with local authorities and other local public sector agencies (such as PCTs and RDAs) for funding of this work. The guide gives key selling points and ideas for linking these to published Local Area Agreements and Sustainable Community Strategies, as well as some short case studies.

Local public sector funding guide

Bureau and forum grants programme (2007)

During 2007 Citizens Advice extended its Financial Skills for Life programme with the support of its key partner Prudential, together with Friends Provident Foundation and Abbey Charitable Trust. The programme included ‘seedcorn’ funding to get bureaux started and development funding to help bureaux build on previous delivery experience. The programme also supported the first phase of establishing 14 new multi-agency financial capability forums.

Further information and evaluation reports

Talking about Tax (2006-7)

HM Revenue and Customs (HMRC) funded a pilot to develop and deliver training on tax-related and minimum wage issues to front-line workers. The target groups of end-users selected were migrant workers and older people. Nine bureaux participated in the project across England, Wales and Scotland. They reached nearly 50 organisations and 300 participants. The project also generated two sets of training materials for use with these groups.

The programme has been extended with a focus on older people through to April 2010.

More details of the pilot and the independent evaluation conducted by the National Institute of Adult Continuing Education (NIACE)

Older people's project

Adding value project (2006-7)

With support from Abbey Charitable Trust, Citizens Advice and pfeg (personal finance education group) identified how bureaux and schools are working together to deliver financial capability, and made recommendations about best practice and future work. The project generated a comprehensive good practice guide to help Citizens Advice Bureaux and similar agencies to work effectively with schools.

Adding value research report and guide

Bureau pathfinder project (2002–2005)

Prudential and Citizens Advice worked together on a three-year project that successfully piloted the delivery of financial capability to a range of adults. Nine bureaux piloted face-to-face training to a number of audiences from mental health service users to pre-release prisoners.

Summary of the project and the nine participating bureau projects

Evaluation report, carried out by ECOTEC Research and Consulting