![]() The evaluation found that in certain circumstances the Budget Planner helps people make significant changes to their income and expenditure.This initial theory building was informed by a rapid evidence review as well as discussion with a cross-section of staff from the Money Advice Service at a half-day workshop. Insights from customer data and web analytics: A wide range of data is captured from users of the Budget Planner, and part of this evaluation considers whether this information can be a useful indicator of the success of the tool.Ī Theory of Change was also drafted, to summarise understanding of how the budget tool currently works, and the assumptions that lie behind it.Findings were supplemented with data captured from a ‘pop-up’ survey built into the Budget Planner (which received 448 useable responses) and from in depth interviews with five Budget Planner users recruited through these pop-up surveys. In wave one (October/November 2017) 32 participants were interviewed, while 26 of the same participants were re-interviewed in wave two (February 2018). ![]() The participants were asked to use the Budget Planner (or the associated Christmas Money Planner), after which the interviews took place. A sample of ‘squeezed parents’ (as defined in MAS’ market segmentation) were recruited from a consumer panel.
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