Measuring Financial Capability: Technical paper on how we developed financial capability measures for our clients and services

Published26th May 2017

As part of a year-long project, Citizens Advice developed a framework for evaluating their services‰Ûª impact on their clients‰Ûª financial capability. In order to do this, they carefully researched and developed a set of measures that are designed to suit their clients and the nature of the services that they deliver, while aligning with the UK Financial Capability Strategy. Learn about how Citizens Advice did this from this paper, which includes a foreword from Sharon Collard.

Features

Foreword by Sharon Collard

Summary

Background

Research

Development

Testing and refining

Conclusion and next steps

Sign-up to the principles

We need your help to put principles into practice