Money Twist – Upper KS2

A financial education programme aimed at 9-11 year olds. Free for primary schools. Funded by KickStart Money

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. Lower KS2 is 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.

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 and enterprise experiences pack a BIG punch!

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

"I'm getting them on this course!" Single mother Chantel, 19, takes control of her finances, and her future

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

Impact After Our Programmes

68

Of pupils who would not delay gratification, now would

70

Of pupils are now pursuing a savings goal

87

Of teachers said pupils now know financial decisions have consequences

“Don’t let making a living prevent you from making a life.” [John Wooden]

Fiona Montgomery

Head of Education - School Age

Dominique Kent-Saisch

Education Officer

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

Carl Clarke

Education Officer

"The question isn’t at what age I want to retire, it’s at what income.” [George Freeman]

Andy Small

Education Officer

"Never confuse the size of your paycheck with the size of your talent".

Laura Mattson

Education Officer

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

Wendy Grace

Education officer

"The more you LEARN the more you EARN".

Laura Ellis

Regional Education Officer - South

"Having money shouldn't cost you".

Natalie Bartlett

Regional Education Officer- South

"Save money, and money will save you!"

Naomi Darling

Communications & Facilitation Assistant

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

Jade Rowlands

Partnership Manager

"Money speaks every language in the world".

Kate White

Education Coordinator