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Financial services
Taskforce research
The Financial Inclusion Taskforce has commissioned a number of research papers on the issues surrounding access to essential financial services and the profile of people without access to banking services.
These are available below in Adobe Acrobat Portable Document Format (PDF). If you do not have Adobe Acrobat installed on your computer you can download the software free of charge from the Adobe website. For alternative ways to read PDF documents and further information on website accessibility visit the HM Treasury accessibility page.
The future for financial inclusion research: A Financial Inclusion Taskforce paper
The financial inclusion research programme (2005-2011)
Evaluation of the Financial Inclusion Champions initiative (2011)
- Evaluation of the Financial Inclusion Champions intiative: Report (PDF 920KB)
- Evaluation of the Financial Inclusion Champions initiative: Appendices (PDF 1MB)
A new approach to banking: Extending the use of Jam Jar Accounts in the UK
- Extending the use of Jam Jar Accounts in the UK - Presentation (PDF 315KB)
- Extending the use of Jam Jar Accounts in the UK - Executive summary (PDF 91K)
- Extending the use of Jam Jar Accounts in the UK - Report (PDF 1MB)
Mystery shopping review the provision of basic bank accounts (2010)
Research on budgeting behaviour and the scope for a Budget Account (2010)
- Budgeting behaviour and scope for budget account (PDF 53KB)
- HMT Budget Account case studies (PDF 179KB)
Key learning from the Financial Inclusion Growth Fund
Evaluation of the Financial Inclusion Growth Fund (2010)
- Evaluation of the Financial Inclusion Growth Fund: report (PDF 797KB)
- Appendix one (PDF 250KB)
- Appendix two (PDF 408KB)
- Appendix three (PDF 1.2MB)
Evidence review of Financial Inclusion Literature (2010)
- Financial inclusion evidence review: the costs of credit exclusion and the benefits of access to affordable credit (PDF 284KB)
- Financial inclusion evidence review: the costs of banking exclusion and the benefits of access to bank accounts (PDF 347KB)
- Financial inclusion evidence review: the costs of financial distress and the benefits of access to debt advice (PDF 277KB)
Mapping the supply of and demand for a wider range of financial services providers
- Mapping the supply of, and demand for, a wider range of financial services providers: Research for the third sector credit Working Group of the Financial Inclusion Taskforce - Experian Report (PDF 271KB)
- Appendix one (PDF 90KB)
- Appendix two (PDF 44KB)
- Appendix three (PDF 47KB)
- Appendix four (PDF 29KB)
Realising banking inclusion: The achievements and challenges (2010)
- Realising banking inclusion: The achievements and challenges (PDF 462KB)
- Appendix one (PDF 358KB)
- Appendix two (PDF 144KB)
Debt Advice Research (2010)
- Money advice research for FITF: Report (PDF 2MB)
- Money advice research for FITF: Executive summary (PDF 147KB)
- Money advice research for FITF: Policy implications (267KB)
Research on the motivations and barriers to becoming banked
- Research on the motivations and barriers to becoming banked (PDF 704KB)
- Research on the motivations and barriers to becoming banked: summary (PDF 466KB)
- Case study one: does not want a bank account but can get one (PDF 79KB)
- Case study two: would like a bank account but cannot get one (PDF 75KB)
- Case study three: can get a bank account, but lack a motivating factor (PDF 78KB)
- Case study four: does not want a bank account (PDF 71KB)
Earlier research material or analytical papers undertaken by the Taskforce are available through the archive of the Treasury website (National Archive website, opens in new browser window)
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Financial services and the consumer index
