Our Work

We exist to help people stay on top of their money throughout their lives. We want to make managing your money well a normal part of everyday life. We aim to do this by focusing our work around four main objectives. They are:

Young People

We believe that taking a proactive approach to managing money at an early age is vital to developing good attitudes and behaviours for the future. We work to deliver financial education Money Workshops in schools, colleges, as well with charities and community groups who work with young people, helping them to build the skills, knowledge, attitudes and behaviours to manage their money well now and throughout their lives.

Workplace & Community

We recognise that for most people, the desire to understand how to make the most of their money often doesn’t really kick in until they start earning, or need to look after themselves and their family. We work with a wide variety of organisations to enable us to provide training and information in both workplace and community settings. Our Financial Wellbeing Workshops are both practical and motivational, inspiring participants to get on top of their money now and to achieve their goals for the future.


We work with all aspects of the financial services and credit industry, amongst others, and hope that by working in partnership, we can achieve better outcomes for consumers, reaching many more people with our messages of better money management.

Policy & Research

To complement our direct engagement with people of all ages on money matters, we also engage in policy and research work to keep the profile of financial education and financial wellbeing high on the agenda. We believe that it is essential that everyone understands the basics of good money management in order to be on top of their money throughout their lives, and so we are doing all we can to remind the Government, media, and key stakeholders and influencers of this vital life skill.

As part of this we also produce The Money Statistics every month, our industry-leading overview of the UK’s personal finance landscape.