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

 

Further education

Find additional resources on our Further Education pages.

 

Higher education

Tools: Money Doctors Toolkit

Case studies: Higher Education Case Studies

Find additional resources on our Money Doctors pages.

 

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]

 

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

 

New parents and families

Tools: Calculators

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

 

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]

Improving the financial capability of offenders: A guide for Citizens Advice Bureaux and others [PDF]

Portsmouth Offenders Project

 

Schools

Case studies: Learning Money Matters case studies

Learning Money Matters in England - Support for schools from pfeg

Personal Finance Education - Effective practice guide for schools

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

 

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]

 

Young People

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

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'

View the presentations made at our Financial Promotions to Young People seminar

 

Young people 'NEET' (not in education, employment or training)

Tools: Young people & money

Evaluation: Young People and Money [PDF]