Campaign to teach kids at home about money launched by Bath financial planning firm

April 2, 2020
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Bath-based financial planning firm Unividual has teamed up with the charity MyBnk to help educate children and young people on how to manage their finances.

The Money Mondays campaign, which launched this week, aims to give young people the best start in life when it comes to their savings. 

Taking place weekly on Unividual’s social media channels including Facebook, Twitter and LinkedIn, it will provide fun-but-informative tips and lesson plans for parents who are home-schooling their children during the coronavirus pandemic.

The interactive teaching tools so far have included a money quiz and a financial jargon buster. Future topics will include saving, budgeting, public finance, social enterprise and start-up entrepreneurship.  

Unividual chartered financial planner – and father-of-two – Simon Jones, pictured, said: “Financial education is something I am really passionate about and I first got in touch with MyBnk through the Quilter Foundation because I needed ideas for some educational talks I was doing in local schools and colleges.

“Like many parents, I have been home-schooling my children and trying to come up with fun, educational activities throughout the week isn’t easy.

“So it struck me this could be the ideal time to get families talking and learning about money together. Recent events have taught many of us the importance of savings. Never has it been a more important time to get this message across.”

MyBnk is a UK charity that delivers expert-led financial education programmes to children and young people aged seven to 25. It also designs projects and training programmes and since 2007 has helped more than 250,000 young people learn how to manage their money.” 

MyBnk CEO Guy Rigden said: “We believe that to properly manage your money, you need to start learning about it from an early age to make positive choices in the future.

“Families are the most important messengers in children’s lives but money is often a taboo subject. Partnerships like this with Unividual help develop the healthy attitudes and behaviours that lay the foundation for future financial capability.”

Cherie-Anne Baxter, marketing director and part-owner of Unividual, added: “Talking about money is such a taboo in our country and Unividual wants to change that.

“It’s important we teach our young people what they need to do with their money so they can set themselves up for a brighter future and learn from the experiences of today.

“Times are tough, we are all busy trying to support our clients and families, but we can’t put initiatives like this on hold. Instead we have to use it as a time to get important messages across.”

Family-run Unividual was founded by Cherie-Anne’s father John Baxter. Her brother Lewis also works in the business. 

Last August it joined a national campaign aimed at overcoming the difficulties women face when planning their financial future.

Called ‘Insuring Women’s Futures’, it was instigated by the Chartered Insurance Institute (CII) to tackle the male-dominated industry’s attitude of treating women in a way that tends to alienate them. 

 

 

 

 

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