Money and Pensions Service Financial Capability Evaluation Toolkit

The Money and Pensions Service Financial Capability Evaluation Toolkit tells you how to set goals for financial capability interventions and how to evaluate them.

Use the examples and templates in the Money Advice Financial Capability Evaluation Toolkit to help you fill in the PLAN, DO, REFLECT and SHARE templates.

"The Toolkit helps you understand your programme and measure changes in people’s financial capability."
The Money and Pension Service

Create a project

The PRISM toolkit is based upon the concept of “collective impact” which is where large-scale social change comes from cross-sector co-ordination, not isolated interventions or individual organisations. You can help to achieve a collective money management impact for our students by developing and sharing best practice. The toolkit will take you through a step-by-step journey, based on the cycle of: Plan, Do, Reflect and Share... start your journey now by creating a project to document your money management support project/workshop/session/intervention/activity.

Create a project