plan financial education

for the 2026-27 school year

Practical resources to support your planning for September and beyond

Financial education helps young people build the knowledge, skills and confidence to make informed choices in an increasingly complex financial world.

As primary schools plan for the year ahead, we’ve brought together a collection of resources designed to make it easy to see where financial education fits within the curriculum, how learning can progress over time, and what high-quality financial education looks like in practice.

Whether you’re exploring financial education for the first time or looking to strengthen what you’re already doing, this resource pack is a practical starting point.

Explore the 2026-27 Curriculum resource pack

  • A teacher is sitting at a desk with her hand raised. There are some documents in front of her on the desk.

    Curriculum Progression

    See how financial education aligns with curriculum priorities and where meaningful opportunities to teach and talk about money already exist. Includes curriculum mapping across England, Wales, Scotland and Northern Ireland, as well as guidance.

    Get your resources
  • A man in a blue shirt is holding a Milo's Money book open.

    Milo's Money Progression Guidance

    Understand how financial knowledge, skills and confidence can develop throughout a learner’s experience with Milo’s Money: our resource for children aged 5-7.

    Explore Milo's Money Progression

  • Assessing baseline financial understanding in the classroom

    Explore a ready-to-use lesson that demonstrates how financial education can be engaging, relevant and impactful for learners - while helping you understand more about what they already know.

    Explore resources

  • Our values and approach

    Learn more about the values that underpin our approach to financial education and how we design teaching that is relevant, inclusive and meaningful for young people.

    Read about our approach

let’s work together

If you're planning for the new school year and considering how financial education could support your learners, we'd love to hear from you.

Whether you're a classroom teacher, curriculum lead, senior leader or trust representative, our team can help you explore what's possible.

Start a conversation with our expert team about your priorities, challenges and plans for the year ahead.

Speak to our team

Frequently Asked Questions

  • Young people face financial decisions earlier and in more complex environments than ever before. High-quality financial education helps them develop the confidence, knowledge and skills to make informed choices, manage risk and build positive financial futures.

    We believe financial education should be relevant, practical and empowering. It should support not only what young people know, but also what they value, how they think, decide and act.

  • Yes, the resources are fully flexible. You can use them as part of national initiatives like Talk Money Week, or incorporate them into your existing lesson planning. Many resources are editable, making it easy to tailor them to your pupils' needs and your classroom context.

  • Yes, as a UK charity, our resources have been created to work in line with the English, Welsh, Northern Ireland and Scottish curriculum. Our resources are designed to support learning objectives in financial education and can be mapped to the PSHE curriculum, Citizenship, and Maths. They're suitable for embedding into themed weeks and awareness events across the UK.

  • You can access extra CPD, tailored support, and partnership options by signing up to our LifeSavers programme. This innovative whole school programme includes 50 whole school assemblies, Teacher training CPD, soft toy, story book, interactive game and 100’s of free resources.

    LifeSavers is free for UK primary schools - book a call with our team to find out more and help us improve financial literacy.

Let’s work together to make financial education an everyday part of learning
and growing up!

Book a call