A teacher sits at a desk with his laptop

1. Managing money

A child's hands and piles of coins

 

What coins and notes do we use?

Age: 5-8

Learn about coins and notes, their values and how they are used, including how to calculate change.

Contained in the resources:

  • Instructional learning guide
  • Coins and notes infographic
  • What’s that coin? activity sheet
  • Always check your change infographic
  • What coins and notes do we use? presentation

Download resources

Ilustration showing a father, mother, daughter and son

 

How do I plan a simple budget?

Age: 8-12

Learn all about ‘budgeting’, including how to create a budget and how key financial documents can be used to monitor income and expenses.

Contained in the resources:

  • Instructional learning guide
  • How do I plan a simple budget? presentation
  • Bank statements activity sheet

Download resources

Man holding a chip and pin device while a woman inputs security code

 

How do I stay in control of my money?

Age: 12-16

Explore how pressures (e.g. family, friends, advertisements) can affect how we spend our money, and how our spending choices may affect others.

Contained in the resources:

  • Instructional learning guide
  • How financial choices affect others activity sheet
  • How do I stay in control of my money? presentation

Download resources

2. Making choices

Illustration of a man with shopping bags and a woman with a pile of coins

 

Why is it important to save money?

Age: 5-8

Learn about the concept of saving money for later, reasons for saving, and how it might make you feel, and why saving can be important.

Contained in the resources:

  • Instructional learning guide
  • What should they do? activity sheet
  • Spend or save? poster infographic
  • Why is it important to save money? presentation
  • Rainy-day saving activity sheet

Download resources

Ways To Pay Index

 

How can I pay for things?

Age: 8-12

Learn about payment methods including cash, cheques, credit and debit cards as well as online payments and the best way to pay in different situations.

Contained in the resources:

  • Instructional learning guide
  • How can I pay for things? presentation
  • Different ways to pay infographic
  • Debit and credit cards activity sheet

Download resources

Notebook with an action plan on it, pens and a cup of coffee

 

How will my education and job choices affect my finances?

Age: 16-18

Learn about the relationship between education, training, jobs and income and how these link to your life goals.

Contained in the resources:

  • Instructional learning guide
  • How will my education and job choices affect my finances? presentation
  • My financial plan activity sheet

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3. Keeping your money safe

Hands holding a piggy bank and a pile of coins

 

Where can I keep my money safe?

Age: 5-8

Learn about the different choices involved in keeping money safe, safe places to keep money and the consequences of losing money.

Contained in the resources:

  • Instructional learning guide
  • Feelings about lost or stolen money pupil infographic  
  • Safe places to keep money poster infographic  
  • Where can I keep my money safe? presentation
  • Where can I keep my money safe? activity sheet  

Download resources

Illustration showing a man holding a mobile phone, next to a boy and a dog

 

How can I keep my money safe?

Age: 8-12

Learn about ways to keep money safe, the risks associated with spending online and how to avoid scams.  

Contained in the resources:

  • Instructional learning guide
  • How can I keep my money safe? presentation 
  • How can I keep my money safe? activity sheet 
  • Money mules fact sheet 
  • Money mules activity sheet  

Download resources

4. Spending wisely

Illustration of a shopping basket with groceries and a computer game controller

 

What are needs and wants?

Age: 5-8

Explore needs and wants, the difference between them and how we prioritise the things we buy.

Contained in the resources:

  • Instructional learning guide
  • What are needs and wants? presentation
  • Things we need and things we want activity sheet

Download resources

A table with cakes for a bake sale

 

Enterprise: Raising money for charity 

Age: 8-12

Learn about fundraising for charity, the reasons why people raise money, as well as how to plan and budget your own event. 

Contained in the resources:

  • Instructional learning guide
  • Raising money for charity presentation 
  • Fundraising planner activity sheet 

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5. Remote workshops

A family examining price labels in the supermarket

 

Remote workshop: How we use money

Age: 5-8

Explore the choices about what to do with money - it can be spent, saved or donated - and the difference between needs and wants.

Contained in the resources:

  • Instructional learning guide
  • How we use money presentation
  • Spending money on a pet activity sheet
  • Money poem activity sheet
  • Pupil certificates

Download resources

Planet Index Parents

 

Remote workshop: Save our pennies, save our planet  

Age: 8-12

Learn about the concept of saving money through choosing more environmentally friendly behaviours and explore daily activities that use a lot of energy.  

Contained in the resources:

  • Instructional learning guide
  • Save our pennies, save our planet presentation 
  • Save our pennies, save our planet information sheet  
  • Family savings challenge activity sheet
  • Research activity sheet

Download resources