Helping you in your work to improve the financial capability of your clients

Resources - tools and case studies about our projects

Information in these resources is correct at time of print, so you should always check the current position, for example in relation to changes to tax and benefits, when using them. It does not take account of individual circumstances. When making decisions about your own circumstances you should consider whether to consult a financial or other professional adviser.

Cancer

Resources: To order a copy of 'It All Adds Up' or any of the accompanying booklets, please visit www.be.macmillan.org.uk

Website: Dealing with cancer – helping to ease the financial stress

 

Employers

Resources: Resources for employers

 

Housing

Resources:

Frontline Staff Financial Capability Toolkit, Change 2008 [PDF]

A Guide to Financial Capability for Social Housing Tenants, National Housing Federation and Toynbee Hall 2008 [PDF]

Making the Link: The Business Case for Social Landlords Investing in Financial Inclusion, Transact 2008 [PDF]

Making the Link: Engaging Social Landlords in Financial Inclusion, Transact 2008 [PDF]

 

Lone Parents and Families

Resources: Family Fortunes, One Parent Families|Gingerbread 2008 [PDF]

 

Learning Disabilities

Resources: Making Sense of Money, Mencap and Citizens Advice. Please contact us to order a copy.

Moving On and Planning Ahead booklet. Or visit www.making-money-easier.info for online version and additional information

 

Mental Health

Resources: Royal College of Psychiatrists 'Final Demand' booklet for health and social care professionals.

Visit the Mind website for further information www.mind.org.uk/money

 

Offenders and Ex-offenders

Resources:

Nacro Managing Money poster [PDF]

Working Money - an employment based financial capability training programme designed for prisoners, Lincolnshire Action Trust 2007 [PDF]

Signposting Offenders to Financial Capability Training, Debt Advice and Financial Services, NOMS 2007 [PDF]

Portsmouth offender projects

 

Women

Resources:

Social Care, NFWI 2008 [PDF]

Equity Release, NFWI 2008 [PDF]

Pensions, NFWI 2008 [PDF]

Inheritance Tax, NFWI 2008 [PDF]

Helping Your Family, NFWI 2008 [PDF]

 

Schools

Case studies: Learning Money Matters case studies

Learning Money Matters in England - Support for schools from pfeg

Financial Capability in Northern Ireland - Support for schools from Northern Ireland Curriculum

Further education

Resources for practitioners to use, or signpost to their learners:

Money for LiFE guide [PDF]

money for lifeMoney for LIFE [ZIP]: To download, extract the documents from the ZIP file below. You can then activate Money for Life by opening the fsa.exe file from your saved version.


What about money
: Impartial financial information for young adults from the FSA.

 

College Money Week- Your Guide: Ideas and guidance to help you plan a college Money Week.

The Money DoctorsHigher education

Tools: Money Doctors Toolkit

Case studies: Higher Education Case Studies

 

Young People

Personal Finance Education Group (pfeg) quality-marked resources: A range of resources for use with young people.

What About Money?: Impartial financial information especially for young people from the FSA.

Young people and Financial Capablity: Information on our projects across the UK with young people in school, further and higher education, and in the 'NEET' group.

Research results summary report: 'The influence of financial promotions on young people's decision-making'

 

Young People and MoneyNEET Young People

Tools: Young people & money

Evaluation: Young People and Money [PDF]

 

Parents guide to moneyNew Parents

Tools: Calculators