About

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Who We Are

For 30 years, The Money Charity has been the UK’s Financial Capability charity and our vision is that everyone achieves Financial Wellbeing by managing their money well.

We empower people across the UK to develop the skills, knowledge, attitudes and behaviours to make the most of their money throughout their lives. By proactively providing education, information, advice and guidance to people of all ages and at all stages of life, we help them get to grips with their money and increase their Financial Wellbeing.

How Do We Achieve This?

  • We develop and deliver products and services which provide education, information and advice on money matters for those in the workplace, in our communities and in education.
  • We influence and support others to promote Financial Capability and Financial Wellbeing, through Consultancy, policy, research and media work.

Our Strategy

Our new four-year strategy covers the period 2025-2028 and includes 4 key areas of focus:

1) We will develop the charity to ensure that we are in the best position to achieve our planned stepchange in growth and that we reach increased engagement, fundraising and income targets

2) We will grow our Young People work to double workshop delivery over the 4 years to 3000 workshop hours, whilst testing and maintaining impact

3) We will maintain our core Workplace training offer and improve the wider Financial Wellbeing ecosystem by launching new projects that reach more adults in innovative ways

4) We will grow our Community work to treble delivery over the 4 years to1000 workshop hours, enhancing what and how we deliver to maximise our efficiency, quality and impact

To find out more about our 2025-28 strategy, you can look at this summary infographic.

 

Our Annual Report

Every year we publish our Annual Report, telling the story of all we achieved in the previous year as well as containing our Annual Accounts. The latest edition can be found below, while previous years’ reports are available on request, or from the Charity Commission website.

Annual Report 2023

Or to read our Impact Report for 2023, just click here.

 

Our Reach

  • Since 2010, our Financial Education Money Workshops have helped over 300,000 Young People to get more engaged with their money.
  • In 2023, our Financial Wellbeing Workshops helped over 9,500 UK adults, in Workplaces and Community Groups, to get to grips with their money.
  • Our Money Statistics report reaches a warm audience of around 4,400 subscribers each month, giving them a full, objective overview of the UK’s finances and engaging them with our messages and perspective.
  • Through our social media channels, we inspire over 10,300 people each day with our vision.
  • Between 1,500-1,700 visitors typically come to our website each month.