Independent financial advice firm Planit Financial® has announced the launch of a new initiative to bring free financial education to schools across Norfolk. Starting this September, the company will fully fund one financial education session per month in a different Norfolk school, delivered by national experts The Money Charity.
Each month, the public, including parents, guardians, and teachers, will be invited to vote for a Norfolk school to receive the session, ensuring the initiative reaches a wide range of communities across the county.
Planit Financial is led by Managing Director Rebecca Penny, a passionate advocate for making financial advice and education accessible to everyone, not just the wealthy.
“We believe that access to financial education is one of the most important ingredients to a confident financial future,” said Penny. “After all, children start forming thoughts and beliefs around money from a very young age. That’s why we’ve partnered with The Money Charity, the UK’s leading Financial Capability charity, to deliver these impactful sessions.”
Since 2010, The Money Charity has reached over 325,000 young people across the UK with their engaging and practical financial education workshops. The charity offers tailored content for primary, secondary, and university students, including bespoke sessions for those with Special Educational Needs (SEN).
Their workshops are completely impartial, free from promotion of financial products or brands, and are focused on building confidence and money management skills. Feedback from students shows impressive results:
- 95% said they felt more confident managing money after a session
- 73% said they would talk about money more often with friends and family
Michelle Highman, Chief Executive Officer of The Money Charity, said: “We are proud to partner with organisations like Planit Financial who share our commitment to improving financial wellbeing and access for all.”
This new initiative adds to Planit Financials’ ongoing mission to make financial knowledge more accessible. With a career spanning over two decades, Penny is known for her down-to-earth approach and deep commitment to helping everyday people feel confident about their money. Planit Financial is supporting clients with everything from pensions and investments to life cover and financial planning for families and small businesses.
“As we grow, so will our commitment to the children of Norfolk,” added Penny. “This is about more than advice; it’s about making sure the next generation has the knowledge and tools to shape their own confident financial futures.”
Whether you’re a parent, teacher, guardian or simply someone who cares about giving young people the tools to succeed, you can nominate a school in just a few clicks.
Visit https://getinvolved.planitfinancial.co.uk/nominate-a-school to nominate a Norfolk school you think deserves a free financial education session.