• Financial Education and Mobile Communication
• What Money Means

• Financial Lifestyle Planning
• Financial Sector Volunteers
• Learning Money Matters
• Developing Financial Competence in Vulnerable Young People
• Linking Financial Capability and Enterprise

In May 2008 pfeg began work on a project which aims to produce a learning resource that will improve understanding amongst 14 - 18 year olds in the UK about the need for, and value of, long term financial lifestyle planning. The project will develop a digital resource that enables young people to explore the kind of world they might experience in 40 or 50 years time, and the role that money in those future scenarios will play for them.

Desk-based research is underway to identify: existing educational resources; gaps in provision; existing teaching practice; sources of information about current and projected trends in the economy, population, health, leisure, technology and family life; and sources of information about how the pensions' industry tries to predict future needs and product development.

This research, along with extensive consultation with young people and teachers, will build an evidence base for the development of the resource.

The project has been made possible by funding from AEGON and will take 15 months to complete.

For more information on this project contact Fiona Hogarth on 020 7330 9470 or fiona.hogarth@pfeg.org.

pfeg, working with the Institute for Chartered Accountants in England and Wales (ICAEW) and GE Money has developed a website which aims to help volunteers from the financial sector work effectively with schools in delivering personal finance education.

The website helps volunteers understand issues such as the curriculum, school culture and current challenges and opportunities in developing financial capability. Volunteers are given ideas and suggestions about how they can use their knowledge and experience to contribute to student learning and guidance on how to get the most out of their relationship with a school. Volunteers are also able to match their individual expertise to the needs of local schools that are looking for help in delivering personal financial education.

13 volunteers from ICAEW and GE Money and 10 secondary schools in Leeds and Coventry were involved in developing the website and trialed a range of classroom approaches and activities. The website is now available to ICAEW members and GE Money employees, as well as any schools that wish to register for support from a financial sector volunteer.

How to get involved:

• If you are member of ICAEW, please email rebecca.hewitt@icaew.com
• If you are a GE Money employee, please email marion.clyde@ge.com
• If you are a teacher who would like support from a financial sector volunteer, please contact sara.passmore@pfeg.org
• The website will be available for use by other organisations in the latter part of 2008. If you would like to discuss becoming involved in the project in 2008, please contact Fiona Hogarth on 020 7330 9470 or fiona.hogarth@pfeg.org.

In April 2006 pfeg began work with 8 primary schools in Greenwich and Tower Hamlets to develop a module of financial education on the costs and responsible use of mobile phones for 9 - 11 years olds.

The teachers were invited to three workshops where they collaborated on the approaches they could take in school, and planned the module they intended to deliver. Each school took a slightly different approach. For example, one delivered the module as a three day course over 3 weeks, and another as part of a Money Week. The modules included literacy, numeracy and ICT, as well as history and geography and the children covered topics such as: comparing and contrasting mobile phone tariffs; designing their own child-friendly tariff; understanding different forms of payment (contract and pay-as-you-go); conducting school surveys to find out about phone ownership; and looking at the language used in advertising.

The work is currently being written up into a Good Practice Guide which will include a number of case studies, examples of student work, classroom materials and teaching aids that illustrate how other teachers could deliver similar work without direct support through the project. Please email us at info@pfeg.org or call 020 7330 9470 to pre-order your copy.

The project has been made possible by funding from O2.

For more information on this project contact Fiona Hogarth on 020 7330 9470 or fiona.hogarth@pfeg.org.

The Learning Money Matters initiative provides a comprehensive range of resources that can be tailored to meet a school's individual needs.

Aimed at secondary school teachers and leaders, pfeg consultants will work with teachers to help deliver relevant personal finance education for students. There are five levels of free support available to schools, which can be seen here. This is a five year initiative in England which started in April 2006.

For more information on this project please click here to go to the Learning Money Matters section of the website, or contact pfeg on 020 7330 9470 or by emailing info@pfeg.org.

What Money Means is a groundbreaking, five year project designed to create a step change in the way personal finance education is taught in primary schools.

For more information on this project please click here to go to the What Money Means section of the website, or contact pfeg on 020 7330 9470 or by emailing info@pfeg.org.

This 3 year programme began in September 2004 and aims to increase the confidence and capability of staff in Pupil Referral Units (PRUs) in developing and delivering financial capability.

The programme has involved 22 PRUs in 8 Local Authorities supporting staff working with young people aged 11-16. The PRUs are located across England including Bolton, Stroud, Coventry, Reading, Newbury, Hounslow, Slough and Northamptonshire.

The units cater for a range of special education needs and include a wide sample of young people that can be found outside of mainstream education in the UK. The project has included units catering for young mothers; Initial language Units; e-learning based centres, as well as those for students who have been permanently excluded from mainstream school.

The in-unit support is complete and the major outcomes and successes, along with a number of case studies, are currently being written up into a Good Practice Guide that will be useful to other practitioners who have not received direct support through the project. Please email us at info@pfeg.org or call 020 7330 9470 to pre-order your copy.

The project has been made possible by funding from Barclays.

For more information on this project contact Fiona Hogarth on 020 7330 9470 or fiona.hogarth@pfeg.org.

pfeg has been working to establish effective links between financial capability and enterprise. The pfeg website now features a dedicated area for use by teachers interested in financial capability in the context of enterprise www.pfeg.org/Curriculum/Enterprise.

This area gives information about a range of personal finance education resources that make a contribution to the financial capability strand within enterprise learning, and enterprise resources that have a strong financial capability element. It also contains links to useful enterprise organisations.

A 'mapping matrix' has also been developed that maps the Department for Education and Skills financial capability objectives against the Qualifications and Curriculum Authority's Work Related Learning elements for KS4.

We invite you to explore the new content, experiment with the mapping matrix and give us your feedback on whether it is useful, works in an online format, how it could be used and ways it could be developed. Please email any feedback to anna.dening@pfeg.org.

The project has been made possible by funding from the Department for Education and Skills.

For more information on this project contact Fiona Hogarth on 020 7330 9470 or fiona.hogarth@pfeg.org.