Money Twist – Upper KS2

A free directly delivered financial education programme aimed at 7-11 year olds in primary schools

 

Independently Assessed

Format

3 x 75 minute sessions delivered over 6 weeks – 1 x Assembly – Teacher Resource Pack – Family Activity Pack

Target Group

9-11 year olds – P6/7 in Scotland – Lower KS2 also available

Group Size

12-30 young people

Information Sheet PDF

Download

Content

A highly interactive financial education programme, designed to help set positive money habits and mind-sets from an early age.

Expert-led sessions are complemented by an assembly, teacher resources and family challenges. These unique and engaging activities teach young people to become informed consumers, savvy savers, and mindful spenders by making finance fun.

Sessions include:

  • Assembly: Introduction to different money mindsets related to the consequences of everyday spending and saving.
  • My Money: Awareness of money habits, delayed gratification and looking at strategies to resist temptation when spending.
  • My Choices: Prioritising needs and wants, the cost of living and exploring how to manage your money through budgeting.
  • My Future: The benefits of saving, understanding interest as both a reward for saving and a charge for borrowing. Looking at different financial risks and setting a future finance goal.

See how this programme maps into the National Curriculum and references the UK’s Financial Education Planning Framework for teachers. Online versions also available.

Money Twist involves writing, presenting, drawing, maths and problem-solving. We use interactive resources and videos, engaging students to remember new knowledge and form their own money opinions. Underpinning behaviour change is the development of executive functions.

Impact

Money Twist has been evaluated and proven by The Money Advice Service’s Evidence Hub.

MyBnk Cancellation Policy: Cancellations and changes made to scheduled deliveries incur costs to MyBnk. Any changes made less than two weeks in advance will result in a £100 or, if less than three working days, £250 charge per MyBnk trainer. Full Terms & Conditions here.

Case Studies

From opening a first bank account and trading in real markets, to moving out of care and into independent living, MyBnk’s financial education workshops pack a BIG punch!

"It makes maths real!" Improving teens numeracy skills by understanding investment

“My Mind Has Been Blown!" - Shannon, 8, opens her first bank account and starts her savings journey

"Learning to live independently taught me I had worth" Leaving care and dodging bankruptcy

Impact After This Programme

68

Pupils who would not delay gratification, now would

70

Pupils are now pursuing a savings goal

87

Teachers who said pupils now know financial decisions have consequences

“If you want to feel rich, just count the things you have that money can't buy.”

Kaye Newlan

Quality and Training Manager

Chris Bishop

Education Officer - Birmingham

"Tell me and I forget, teach me and I may remember, involve me and I learn."

Lee Moore

Lead Trainer for the Money House midlands

Money doesn’t grow on trees but if it did you’d plant the seeds

Lizzy Wilson

Lead Trainer - The Money House Scotland

Money is the root of all evil

Josh Rigby-Farrell

Regional Education Officer (Scotland East)

Money can’t buy manners

Adam Dickson

Training Assistant - The Money House Scotland

"Save money, and money will save you!”ou!"

Simone Tulloch-Foley

Education officer

Toby Brazier

Regional Education Officer - South

'Where your treasure is, there your heart will be also.'

Tommy Mack

Education Officer

"I want young people to understand things like APR as much as they understand LOL".

Carl Clarke

Lead Trainer - The Money House

"If money go before, all ways do lie open" (Shakespeare)

Emily Weldin

Education Officer

Adrian New

Regional Education Officer – South

"There are people who have money and people who are rich". [Coco Chanel]

Wendy Grace

Education Delivery Manager

“Don’t just make money, make a difference”.

Sarah Kirby

Regional Education Officer - North West

"The more you LEARN the more you EARN".

Laura Ellis

Regional Delivery Manager South

"Take care of the pennies and the pounds take care of themselves!"

Wayne Jordan

Delivery Manager

"Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you”. [Maya Angelou]

Natasha Gray

Pastoral Support Lead/Training Assistant - The Money House

"MyBnk is more than just a job. It's a lifestyle!"

Nadia Lamaani

Training Assistant - The Money House

"A wise man once said the best thing money can buy is financial freedom".

Tekisha Henry

Training Assistant - The Money House

“Spend your money on the things money can buy. Spend your time on the things money can’t buy.” - Haruki Murakami

Eloise Cook

Training Assistant - The Money House

Sierra O'Neill

Partnerships Manager

"If you want to be wealthy, think of saving as well as getting".

Jade Edwards

Partnership Manager - The Money House

"If money is the sea, learn to ride the waves".

Jade Jennings

Partnership Manager

“Money is numbers and numbers never end. If it takes money to be happy, your search for happiness will never end.” Bob Marley

Lisa Brown

Programme Coordinator