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Financial Transaction Tax campaign: Evaluation report

Financial Transaction Tax campaign: Evaluation report

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Published by Oxfam

The Financial Transaction Tax (Robin Hood Tax campaign) is a series of loosely coordinated national campaigns aiming at a small tax on financial transactions, with some of the proceeds spent on development. First launched in the UK in February 2010, by mid-2012 the campaign has spread to a number of countries in both Europe and around the world. Oxfam’s contribution to the campaign involved leading or participating in coalitions in some countries, providing resources (such as communications materials) in others, and coordination of global projects and products, and during global moments. Unusually for an Oxfam campaign, it did not have one global strategy, but rather involved different coalition structures, brands and even policy asks in different locations. This evaluation was conducted by a team of external consultants between Jan-June 2012. It involved 87 telephone interviews with internal and external stakeholders, a review of materials and monitoring information and an online survey of over 500 Oxfam GB campaign supporters. Policymakers and advisors at national and European level were some of the 21 external stakeholders from 9 countries interviewed by the evaluation team. The evaluation involved interviews with representatives from 17 countries, but focused in particular on France, Germany and the UK. The evaluation took place during a “live” campaign, and capitalized on opportunities for the team to benefit from campaign findings in real time.

The Financial Transaction Tax (Robin Hood Tax campaign) is a series of loosely coordinated national campaigns aiming at a small tax on financial transactions, with some of the proceeds spent on development. First launched in the UK in February 2010, by mid-2012 the campaign has spread to a number of countries in both Europe and around the world. Oxfam’s contribution to the campaign involved leading or participating in coalitions in some countries, providing resources (such as communications materials) in others, and coordination of global projects and products, and during global moments. Unusually for an Oxfam campaign, it did not have one global strategy, but rather involved different coalition structures, brands and even policy asks in different locations. This evaluation was conducted by a team of external consultants between Jan-June 2012. It involved 87 telephone interviews with internal and external stakeholders, a review of materials and monitoring information and an online survey of over 500 Oxfam GB campaign supporters. Policymakers and advisors at national and European level were some of the 21 external stakeholders from 9 countries interviewed by the evaluation team. The evaluation involved interviews with representatives from 17 countries, but focused in particular on France, Germany and the UK. The evaluation took place during a “live” campaign, and capitalized on opportunities for the team to benefit from campaign findings in real time.

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Published by: Oxfam on Jan 23, 2013
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09/17/2013

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Financial Transaction Tax campaignEvaluation report
(revised)
July 2012
Newton HallNewtonCambridge CB22 7ZETel: (01223) 871551Fax: (01223) 871303cpc@campolco.co.uk 
 
 
i
 
CONTENTS
Executive summary.....................................................................................................ii1.Introduction.....................................................................................................12.Background to the campaign............................................................................5
2.1.
 
The Financial Transaction Tax campaign 5
 
2.2.
 
National FTT strategies and approaches 8
 3.Impacts and achievements...............................................................................21
3.1.
 
Influencing policy-making 21
 
3.2.
 
Influencing public opinion/the media 30
 4.Added value of oxfam.....................................................................................42
4.1.
 
Added value of Oxfam in national coalitions 42
 
4.2.
 
Added value Oxfam GB/Oxfam International 46
 
4.3.
 
Value for money 51
 5.Lessons learnt.................................................................................................54
5.1.
 
What works - mobilisation 54
 
5.2.
 
What works advocacy 59
 
5.3.
 
What works partnership working 64
 6.Conclusions and recommendations.................................................................67Annex A Timeline of the FTT campaign...................................................................72Annex B Poll evidence: FTT awareness/support........................................................77Annex C Benchmarking tables..................................................................................78Annex D Additional social media monitoring data....................................................80Annex E Analysis of June 2012 survey responses......................................................82
 
 
ii
 
EXECUTIVE SUMMARY
 Introduction
1. This report presents an evaluation of Oxfam’s Financial Transaction Tax(FTT) campaign. The evaluation was commissioned by Oxfam Great Britainand aimed to assess the impact and effectiveness of the campaign to date,with a view to offering lessons for the future direction of the campaign. Theresearch methodology included
 telephone interviews with 87 Oxfam staff, campaign partners and external stakeholders; a review of relevant background materials and an online survey of Robin Hood Tax UK  supporters (552 responses)
.
 Background to the Financial Transaction Tax campaign
2. The FTT campaign, as the name suggests, campaigns for the introduction of asmall levy on financial transactions that would raise funds for internationaldevelopment, climate change work and tackling domestic poverty and socialinjustice. The FTT campaign is (loosely) coordinated by Oxfam GreatBritain and Oxfam International, but
Oxfam affiliates and national FTT  coalitions set their own campaign objectives, strategies and priorities, linked  to different national contexts
. For example:
 
Policy objectives varied: French campaigners advocated for 100% of the taxproceeds to go to development; in the UK the coalition opted for a split50% for domestic issues and 50% for development and climate change;
 
Many countries used the Robin Hood Tax branding developed by OxfamGreat Britain; some opted not to do so;
 
The national contexts for the campaign varied considerably: severalcountries had a long history of FTT (or Tobin tax) coalitions; a number of countries had already introduced legislation in support of the tax; and thepolitical context varied between countries and over time as a result of election cycles and changes in Government.
 Impacts and achievements
3. There was a strong undercurrent of interest in the introduction of an FTTprior to the launch of the FTT campaign and stakeholders and
 policy-makers consistently and systematically fed back to the evaluation team that it is this broader underlying interest in taxation and regulation of the financial 

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