We have a successful track record of delivering a series of free and interactive insight events as well as financial education sessions across the UK.  Sessions are targeted at students in Years 10-13 students and are delivered by professional members of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS). 


  • Introduction to the risk profession – insurance to you and me
  • Short introduction of the volunteer and their career path
  • A competition for 20-35 Year 10-13 students based on scenarios from around the world – from film-making and piracy, to transporting chocolate
  • Students break into teams and work together to assess the risks associated with the above – they score points for correct answers
  • At the end of every session, we talk to students about their possible next steps, and how they can find out more information– interested students (and teachers) can sign up for free membership which allow them to access careers information, case studies and job opportunities.
  • Introduction to the financial planning sector.
  • Short introduction of the volunteer and their career path.
  • A board game competition played in teams of 5-6 students and based around 5 client portfolios where students assess a client’s risk profile before agreeing on an individual’s financial planning options that are grouped into 4 categories (protection, pensions, savings and investments).
  • Students work collaboratively in teams to plan the clients’ wealth portfolios.
  • Through the course of the session, we are able to expand on what protection, pensions, savings and investments are.
  • Creates framework for financial education
  • At the end of every session, we talk to students about their possible next steps, and how they can find out more information– interested students (and teachers) can sign up for free membership which allow them to access careers information, case studies and job opportunities.

In 2019, financial education sessions will start taking place in schools.  Sessions will be in the form of a workshop, aimed at students in year 10-13 and delivered by a network of volunteers.

The themes covered in the workshops will align with topic areas covered in the recently launched Your Money Matters student’s textbook on financial education that was distributed to all state funded schools in England.  The book, funded by Martin Lewis OBE, covers important topic areas relevant to a young person’s life and aims to start them on a journey towards financial literacy.

You can see the full textbook here

To find out more and get your school involved, get in touch today [email protected] 

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