In May, we hosted a roundtable event in Manchester to explore how money education within financial products could boost financial equality. We brought together policymakers, charities and local stakeholders to discuss:
- The challenges and costs of not understanding how money works
- Motivations for the financial services industry to embed financial education within their offerings to address these challenges
- Barriers to the financial services industry taking this action
- Ways to help ensure consumers choose to engage with these micro financial education offerings
- Why strengthening cross-sector collaboration is vital to achieving this
Today we’re sharing our report of the event, highlighting the key discussion themes and actionable takeaways. Whether you’re a financial service provider, a financial education charity, or just wishing you could learn more through your bank, this report is for you.
Read the roundtable report here.
We want to hear from you
If you have thoughts on whether we should embed impartial money education across financial products, we want to hear from you. Complete our survey by 9 October 2026.