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PROTOCOL: Financial Literacy Programmes for the Ageing Population: An Evidence and Gap Map.

Carina Fernandes1,2,3, Isabel Silva1, Inês Gomes1

  • 1RISE-Health, Faculdade de Ciências Humanas e Sociais, Universidade Fernando Pessoa, Fundação Ensino e Cultura Fernando Pessoa, Porto, Portugal.

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|June 12, 2026
PubMed
Summary
This summary is machine-generated.

This evidence and gap map identifies interventions to boost financial literacy and digital financial skills in older adults. It highlights research gaps and existing evidence to guide future financial programs for seniors.

Keywords:
older adults, financial literacy, digital financial literacy, financial abuse, financial vulnerability

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Area of Science:

  • Gerontology
  • Financial Education
  • Public Health

Background:

  • Older adults face unique financial challenges, including vulnerability to fraud and abuse.
  • Improving financial literacy and digital financial skills is crucial for older adults' financial well-being and independence.
  • Existing research on financial literacy interventions for this demographic is fragmented.

Purpose of the Study:

  • To systematically identify and describe evidence on interventions enhancing financial literacy, digital skills, decision-making, and fraud resilience in older adults.
  • To map the scope, types, and delivery of existing financial literacy interventions for older adults.
  • To assess evidence quality, identify research clusters for synthesis, and pinpoint critical evidence gaps.

Main Methods:

  • Protocol for a Campbell evidence and gap map.
  • Inclusion of randomized controlled trials, non-randomized controlled trials, and qualitative studies.
  • Comprehensive search strategy to identify relevant interventions and studies.

Main Results:

  • The map will categorize interventions by type, target population, and delivery modality.
  • Evidence quality assessment will guide the identification of robust findings.
  • Identification of areas with sufficient evidence for systematic review and areas needing further research.

Conclusions:

  • This evidence and gap map will provide a structured overview of financial literacy interventions for older adults.
  • It will inform policymakers, practitioners, and researchers on effective strategies and research priorities.
  • The findings aim to support the design and implementation of targeted financial programs to benefit older adults.