{"id":991544,"date":"2026-02-21T12:10:36","date_gmt":"2026-02-21T12:10:36","guid":{"rendered":"https:\/\/ukpostcode.org\/content\/?p=991544"},"modified":"2026-02-21T12:10:36","modified_gmt":"2026-02-21T12:10:36","slug":"quilter-foundation-pledges-3m-to-boost-uk-financial-education","status":"publish","type":"post","link":"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/","title":{"rendered":"Quilter Foundation pledges \u00a33m to boost UK financial education"},"content":{"rendered":"<p>&nbsp;<\/p>\n<hr \/>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_73 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Case_Study%E2%80%AF1_%E2%80%94_Quilter_Foundations_3%E2%80%AFMillion_Financial_Education_Initiative\" title=\"Case Study\u202f1 \u2014 Quilter Foundation\u2019s \u00a33\u202fMillion Financial Education Initiative\">Case Study\u202f1 \u2014 Quilter Foundation\u2019s \u00a33\u202fMillion Financial Education Initiative<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Whats_Been_Announced\" title=\"What\u2019s Been Announced\">What\u2019s Been Announced<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Scope_Partnerships\" title=\"Scope &amp; Partnerships\">Scope &amp; Partnerships<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Case_Study%E2%80%AF2_%E2%80%94_Why_This_Matters_for_the_UK\" title=\"Case Study\u202f2 \u2014 Why This Matters for the UK\">Case Study\u202f2 \u2014 Why This Matters for the UK<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#The_Challenge\" title=\"The Challenge\">The Challenge<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Quilters_Perspective\" title=\"Quilter\u2019s Perspective\">Quilter\u2019s Perspective<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Case_Study%E2%80%AF3_%E2%80%94_Broader_Community_Impact_and_Foundation_History\" title=\"Case Study\u202f3 \u2014 Broader Community Impact and Foundation History\">Case Study\u202f3 \u2014 Broader Community Impact and Foundation History<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Past_Financial_Education_Support\" title=\"Past Financial Education Support\">Past Financial Education Support<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Individuals_and_Community_Reach\" title=\"Individuals and Community Reach\">Individuals and Community Reach<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Reactions_Industry_Context\" title=\"Reactions &amp; Industry Context\">Reactions &amp; Industry Context<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Financial_Services_Sector\" title=\"Financial Services Sector\">Financial Services Sector<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Social_Context\" title=\"Social Context\">Social Context<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Key_Takeaways\" title=\"Key Takeaways\">Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Summary\" title=\"Summary\">Summary<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#_Case_Study%E2%80%AF1_%E2%80%94_Launching_the_3%E2%80%AFMillion_Financial_Education_Initiative\" title=\"\u00a0Case Study\u202f1 \u2014 Launching the \u00a33\u202fMillion Financial Education Initiative\">\u00a0Case Study\u202f1 \u2014 Launching the \u00a33\u202fMillion Financial Education Initiative<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#What_Was_Announced\" title=\"What Was Announced\">What Was Announced<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#_Case_Study%E2%80%AF2_%E2%80%94_Leadership_Commentary_and_Strategic_Rationale\" title=\"\u00a0Case Study\u202f2 \u2014 Leadership Commentary and Strategic Rationale\">\u00a0Case Study\u202f2 \u2014 Leadership Commentary and Strategic Rationale<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Steven_Levin_%E2%80%94_Quilter_CEO_Chair_of_the_Foundation\" title=\"Steven Levin \u2014 Quilter CEO &amp; Chair of the Foundation\">Steven Levin \u2014 Quilter CEO &amp; Chair of the Foundation<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#_Case_Study%E2%80%AF3_%E2%80%94_Types_of_Programmes_Funded\" title=\"\u00a0Case Study\u202f3 \u2014 Types of Programmes Funded\">\u00a0Case Study\u202f3 \u2014 Types of Programmes Funded<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#1_Schools_Focus\" title=\"1. Schools Focus\">1. Schools Focus<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#2_Grants_to_Specialist_Charities\" title=\"2. Grants to Specialist Charities\">2. Grants to Specialist Charities<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#_Case_Study%E2%80%AF4_%E2%80%94_Quilter_Foundations_Broader_Track_Record\" title=\"\u00a0Case Study\u202f4 \u2014 Quilter Foundation\u2019s Broader Track Record\">\u00a0Case Study\u202f4 \u2014 Quilter Foundation\u2019s Broader Track Record<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#_Sector_and_Public_Context\" title=\"\u00a0Sector and Public Context\">\u00a0Sector and Public Context<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Why_This_Matters_in_the_UK\" title=\"Why This Matters in the UK\">Why This Matters in the UK<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#Public_Reactions_Illustrative_Online_Perspectives\" title=\"Public Reactions (Illustrative Online Perspectives)\">Public Reactions (Illustrative Online Perspectives)<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#_Key_Takeaways\" title=\"\u00a0Key Takeaways\">\u00a0Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/ukpostcode.org\/content\/quilter-foundation-pledges-3m-to-boost-uk-financial-education\/#_Summary\" title=\"\u00a0Summary\">\u00a0Summary<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Case_Study%E2%80%AF1_%E2%80%94_Quilter_Foundations_3%E2%80%AFMillion_Financial_Education_Initiative\"><\/span><strong>Case Study\u202f1 \u2014 Quilter Foundation\u2019s \u00a33\u202fMillion Financial Education Initiative<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Whats_Been_Announced\"><\/span><strong>What\u2019s Been Announced<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The Quilter Foundation \u2014 the charitable arm of UK wealth manager Quilter \u2014 has committed <strong>\u00a33\u202fmillion to a new financial education initiative aimed at improving financial capability across the UK.<\/strong> (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p>\n<ul>\n<li>The funding will help launch a nationwide programme, <strong>\u2018Financial Education in Schools\u2019<\/strong>, aimed at delivering financial skills and awareness to students.<\/li>\n<li>This follows concerns about gaps in financial literacy, with many young people and adults lacking basic money management knowledge. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Scope_Partnerships\"><\/span><strong>Scope &amp; Partnerships<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>The programme will be developed in <strong>partnership with Money Ready<\/strong>, a financial education platform designed to help young people learn about budgeting, saving, debt and long\u2011term planning.<\/li>\n<li>In addition to the core \u00a33\u202fmillion initiative, the foundation has announced a <strong>further \u00a31\u202fmillion in grants<\/strong> available to support <strong>large\u2011scale charitable organisations<\/strong> delivering financial education at key life stages such as <strong>starting work and preparing for retirement.<\/strong> (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/li>\n<\/ul>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Case_Study%E2%80%AF2_%E2%80%94_Why_This_Matters_for_the_UK\"><\/span><strong>Case Study\u202f2 \u2014 Why This Matters for the UK<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"The_Challenge\"><\/span><strong>The Challenge<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The UK has long faced issues with financial literacy. Recent national curriculum reviews have acknowledged this gap and proposed wider financial education, but many people still lack key skills like budgeting, understanding credit, and saving for long\u2011term goals. (<a title=\"National curriculum overhaul strengthens financial education for all schoolchildren\" href=\"https:\/\/www.professionaladviser.com\/news\/4521379\/national-curriculum-overhaul-strengthens-financial-education-schoolchildren?utm_source=chatgpt.com\">Professional Adviser<\/a>)<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Quilters_Perspective\"><\/span><strong>Quilter\u2019s Perspective<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Steven Levin<\/strong>, CEO of Quilter and Chairman of the Quilter Foundation, framed the pledge as a response to this issue:<\/p>\n<blockquote><p><em>\u201cThere is a severe lack of financial education and, consequently, financial capability in the UK\u2026 We are determined to help plug this gap, and prevent the next generation from suffering the same fate.\u201d<\/em> (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p><\/blockquote>\n<p>Levin emphasised that while changes to the school curriculum are a positive step, <strong>many adults missed out on earlier education<\/strong>, and timely support at life milestones (like entering the workforce or planning finances for retirement) is also essential. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Case_Study%E2%80%AF3_%E2%80%94_Broader_Community_Impact_and_Foundation_History\"><\/span><strong>Case Study\u202f3 \u2014 Broader Community Impact and Foundation History<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Past_Financial_Education_Support\"><\/span><strong>Past Financial Education Support<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The Quilter Foundation has been active in financial education for years. Its mission centres on giving young people, especially those from disadvantaged backgrounds, the skills to make confident financial decisions. (<a title=\"Section 172 (1) statement\" href=\"https:\/\/plc.quilter.com\/siteassets\/documents\/reports\/annual-report-responsible-business-2021.pdf?utm_source=chatgpt.com\">plc.quilter.com<\/a>)<\/p>\n<ul>\n<li>Since its launch in 2018, the foundation has donated millions in grants to partners like <strong>MyBnk<\/strong> and the Centre for Financial Capability.<\/li>\n<li>It has also funded programmes delivering money management lessons to young people and supported campaigns calling for financial skills to be included in school curricula. (<a title=\"Section 172 (1) statement\" href=\"https:\/\/plc.quilter.com\/siteassets\/documents\/reports\/annual-report-responsible-business-2021.pdf?utm_source=chatgpt.com\">plc.quilter.com<\/a>)<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Individuals_and_Community_Reach\"><\/span><strong>Individuals and Community Reach<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Before the new pledge:<\/p>\n<ul>\n<li>More than <strong>100,000 individuals<\/strong> have benefited from foundation\u2011supported programmes.<\/li>\n<li>Prior funding extended beyond financial education into related areas like employment skills and wellbeing for young people. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/li>\n<\/ul>\n<p>This wider contribution underlines that the new \u00a33\u202fmillion pledge builds on an <strong>existing commitment to community education and support<\/strong>, not a one\u2011off gesture.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Reactions_Industry_Context\"><\/span><strong>Reactions &amp; Industry Context<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Financial_Services_Sector\"><\/span><strong>Financial Services Sector<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Industry commentators have broadly welcomed moves to improve financial literacy, seeing it as a foundational skill that benefits individuals and the broader economy.<\/p>\n<ul>\n<li>Stronger financial education from a young age helps reduce debt, increase savings and improve retirement planning.<\/li>\n<li>Employers and educational groups have also pointed out that early financial skills can help people navigate real\u2011world financial decisions with confidence. (<a title=\"National curriculum overhaul strengthens financial education for all schoolchildren\" href=\"https:\/\/www.professionaladviser.com\/news\/4521379\/national-curriculum-overhaul-strengthens-financial-education-schoolchildren?utm_source=chatgpt.com\">Professional Adviser<\/a>)<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Social_Context\"><\/span><strong>Social Context<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Online discussions about financial education in schools show mixed awareness \u2014 while some remember learning about concepts like budgeting and interest, others feel these topics were fragmented or not clearly tied to real\u2011world skills. (<a title=\"Financial literacy to be taught in schools\" href=\"https:\/\/www.reddit.com\/r\/UKPersonalFinance\/comments\/1oox6pt?utm_source=chatgpt.com\">Reddit<\/a>)<\/p>\n<p>This pledge comes at a time when there\u2019s <strong>growing recognition across government, industry and educators<\/strong> that financial literacy must be systematic and accessible to all.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span><strong>Key Takeaways<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th><strong>Aspect<\/strong><\/th>\n<th><strong>Details<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Amount pledged<\/strong><\/td>\n<td>\u00a33\u202fmillion for financial education programmes in the UK. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Sources of funding<\/strong><\/td>\n<td>Quilter Foundation in partnership with Money Ready and additional \u00a31m in grants. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Target groups<\/strong><\/td>\n<td>School students, and adults at critical financial life stages. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Purpose<\/strong><\/td>\n<td>To improve financial capability and help people plan for financial success. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Broader impact<\/strong><\/td>\n<td>Builds on previous foundation work supporting education, employment, and wellbeing. (<a title=\"Section 172 (1) statement\" href=\"https:\/\/plc.quilter.com\/siteassets\/documents\/reports\/annual-report-responsible-business-2021.pdf?utm_source=chatgpt.com\">plc.quilter.com<\/a>)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"Summary\"><\/span><strong>Summary<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The Quilter Foundation\u2019s <strong>\u00a33\u202fmillion pledge<\/strong> represents a <strong>significant investment in UK financial education<\/strong>, aiming to help young people \u2014 and adults at pivotal life moments \u2014 gain practical money skills they\u2019ve historically lacked. It reflects a broader push from financial organisations and educators to make financial literacy <strong>systematic, relevant and widely accessible<\/strong>. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p>\n<hr \/>\n<p>Here\u2019s a <strong>case\u2011study\u2011style summary<\/strong> of the <strong>\u00a33\u202fmillion financial education pledge by the Quilter Foundation<\/strong>, with clear <em>background, breakdown of the initiative, leadership comments and wider context<\/em> on why this matters for the UK: (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"_Case_Study%E2%80%AF1_%E2%80%94_Launching_the_3%E2%80%AFMillion_Financial_Education_Initiative\"><\/span>\u00a0Case Study\u202f1 \u2014 Launching the \u00a33\u202fMillion Financial Education Initiative<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"What_Was_Announced\"><\/span><strong>What Was Announced<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The <strong>Quilter Foundation<\/strong>, the charitable arm of UK wealth manager <strong>Quilter plc<\/strong>, has committed <strong>\u00a33\u202fmillion to a new financial education initiative<\/strong> aimed at improving financial literacy across the UK. This forms part of a refreshed strategy to help people of all ages make better financial decisions. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p>\n<ul>\n<li>The funding is allocated primarily to launch a <strong>new programme called \u201cFinancial Education in Schools\u201d<\/strong>, delivered in partnership with <strong>Money Ready<\/strong>, a financial education platform. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/li>\n<li>In addition to the \u00a33\u202fmillion pledge, the foundation is making <strong>\u00a31\u202fmillion available in grants<\/strong> to support <em>large\u2011scale financial education providers<\/em> \u2014 including charities that deliver financial learning to people at key life stages like starting work or planning for retirement. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/li>\n<\/ul>\n<p>This represents a <strong>major expansion in Quilter Foundation\u2019s efforts<\/strong> to help people understand money management earlier and more effectively. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"_Case_Study%E2%80%AF2_%E2%80%94_Leadership_Commentary_and_Strategic_Rationale\"><\/span>\u00a0Case Study\u202f2 \u2014 Leadership Commentary and Strategic Rationale<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Steven_Levin_%E2%80%94_Quilter_CEO_Chair_of_the_Foundation\"><\/span><strong>Steven Levin \u2014 Quilter CEO &amp; Chair of the Foundation<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Quilter\u2019s CEO <em>Steven Levin<\/em> explained the motivation behind the pledge, emphasising both the <em>need and timeliness<\/em>:<\/p>\n<blockquote><p><em>\u201cThere is a severe lack of financial education and, consequently, financial capability in the UK. The final curriculum review \u2026 acknowledged that financial education is not a luxury but a necessity.\u201d<\/em><br \/>\n\u2014 <strong>Steven Levin, CEO of Quilter and chairman of the Quilter Foundation<\/strong> (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p><\/blockquote>\n<p>Levin noted that although financial education has <em>recently been added to the curriculum<\/em>, many adults missed out on structured learning earlier in life. Therefore, the Quilter Foundation\u2019s <strong>multi\u2011million\u2011pound initiative aims to plug that gap<\/strong>, ensuring people are better equipped to manage money <em>both now and in the future<\/em>. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"_Case_Study%E2%80%AF3_%E2%80%94_Types_of_Programmes_Funded\"><\/span>\u00a0Case Study\u202f3 \u2014 Types of Programmes Funded<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"1_Schools_Focus\"><\/span><strong>1. Schools Focus<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>The core <strong>\u00a33\u202fmillion funding<\/strong> will be used to build and scale financial learning programmes through primary, secondary and possibly sixth\u2011form educational settings.<\/li>\n<li>Money Ready\u2019s role is to <em>design and deliver curriculum\u2011aligned and age\u2011appropriate financial skills<\/em>, such as budgeting, saving, debt understanding and longer\u2011term planning \u2014 essential skills often missing from standard lessons. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"2_Grants_to_Specialist_Charities\"><\/span><strong>2. Grants to Specialist Charities<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Up to <strong>\u00a31\u202fmillion in grants<\/strong> will support organisations already working on financial capability, especially for groups like young adults entering first jobs or people preparing for retirement. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/li>\n<li>These grants aim to bring <em>experience and specialist expertise<\/em> into communities that may lack easy access to financial education.<\/li>\n<\/ul>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"_Case_Study%E2%80%AF4_%E2%80%94_Quilter_Foundations_Broader_Track_Record\"><\/span>\u00a0Case Study\u202f4 \u2014 Quilter Foundation\u2019s Broader Track Record<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The Quilter Foundation isn\u2019t new to this space \u2014 it has been involved in community and educational funding for years.<\/p>\n<p>For example:<\/p>\n<ul>\n<li>In <em>prior years<\/em>, the foundation supported charities like <strong>MyBnk<\/strong> and financial capability organisations to help young people build money skills. (<a title=\"Section 172 (1) statement\" href=\"https:\/\/plc.quilter.com\/siteassets\/documents\/reports\/annual-report-responsible-business-2021.pdf?utm_source=chatgpt.com\">plc.quilter.com<\/a>)<\/li>\n<li>Historical data from previous foundation reports shows <em>millions donated and tens of thousands of young people reached<\/em>, hinting at a <strong>long\u2011term commitment to social impact through financial education and wellbeing<\/strong>. (<a title=\"Section 172 (1) statement\" href=\"https:\/\/plc.quilter.com\/siteassets\/documents\/reports\/annual-report-responsible-business-2021.pdf?utm_source=chatgpt.com\">plc.quilter.com<\/a>)<\/li>\n<\/ul>\n<p>This \u00a33\u202fmillion pledge builds on that \u201cfoundation\u201d work to <em>scale and broaden impact<\/em> significantly.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"_Sector_and_Public_Context\"><\/span>\u00a0Sector and Public Context<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Why_This_Matters_in_the_UK\"><\/span><strong>Why This Matters in the UK<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Financial literacy \u2014 especially practical understanding of debt, saving, pensions and money planning \u2014 remains uneven across the UK. Independent organisations such as <strong>The Money Charity<\/strong> report ongoing demand for financial education from children through adulthood \u2014 with many young people needing more structured financial foundations than currently provided in school curricula. (<a title=\"The Money Charity - Financial Wellbeing + Financial Education\" href=\"https:\/\/themoneycharity.org.uk\/?utm_source=chatgpt.com\">The Money Charity<\/a>)<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Public_Reactions_Illustrative_Online_Perspectives\"><\/span><strong>Public Reactions (Illustrative Online Perspectives)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Some UK community discussions indicate mixed experiences with how financial education is delivered in schools, suggesting existing lessons can be fragmented and inconsistent. Many people recall learning financial concepts in maths or PSHE but not in a <em>joined\u2011up, real\u2011world focused<\/em> way. (<a title=\"Financial literacy to be taught in schools\" href=\"https:\/\/www.reddit.com\/r\/UKPersonalFinance\/comments\/1oox6pt?utm_source=chatgpt.com\">Reddit<\/a>)<\/li>\n<li>Online commentators often stress that <em>practical financial skills<\/em> \u2014 like understanding mortgages, pensions, interest and budgeting \u2014 are crucial and frequently under\u2011emphasised in traditional education. (<a title=\"Financial literacy to be taught in schools\" href=\"https:\/\/www.reddit.com\/r\/UKPersonalFinance\/comments\/1oox6pt?utm_source=chatgpt.com\">Reddit<\/a>)<\/li>\n<\/ul>\n<p>These sentiments reflect broader public desire for stronger, more <em>consistent financial learning<\/em>, which the Quilter Foundation\u2019s initiative seeks to address.<\/p>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"_Key_Takeaways\"><\/span>\u00a0Key Takeaways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th><strong>Aspect<\/strong><\/th>\n<th><strong>Details<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Amount pledged<\/strong><\/td>\n<td>\u00a33\u202fmillion to new financial education initiative in UK schools. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Additional support<\/strong><\/td>\n<td>\u00a31\u202fmillion available in grants to financial education charities. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Primary partner<\/strong><\/td>\n<td>Programme developed with <strong>Money Ready<\/strong>. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Leadership view<\/strong><\/td>\n<td>Quilter sees financial education as essential life skill, not optional. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Historical context<\/strong><\/td>\n<td>Builds on previous foundation funding for young people and financial capability initiatives. (<a title=\"Section 172 (1) statement\" href=\"https:\/\/plc.quilter.com\/siteassets\/documents\/reports\/annual-report-responsible-business-2021.pdf?utm_source=chatgpt.com\">plc.quilter.com<\/a>)<\/td>\n<\/tr>\n<tr>\n<td><strong>Public context<\/strong><\/td>\n<td>UK financial literacy teaching seen as inconsistent \u2014 stronger programs welcome. (<a title=\"The Money Charity - Financial Wellbeing + Financial Education\" href=\"https:\/\/themoneycharity.org.uk\/?utm_source=chatgpt.com\">The Money Charity<\/a>)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2><span class=\"ez-toc-section\" id=\"_Summary\"><\/span>\u00a0Summary<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>Quilter Foundation\u2019s \u00a33\u202fmillion pledge<\/strong> represents a <strong>major effort to improve financial education across the UK<\/strong> \u2014 particularly for young people still in school and for adults at key life stages. Backed by leadership statements and historical commitment to community impact, this initiative aims to <em>fill gaps left by traditional education systems<\/em> and equip people with life\u2011ready money skills. (<a title=\"Quilter Foundation pledges \u00a33m to financial education initiative\" href=\"https:\/\/www.international-adviser.com\/quilter-foundation-pledges-3m-to-financial-education-initiative\/?utm_source=chatgpt.com\">International Adviser<\/a>)<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Case Study\u202f1 \u2014 Quilter Foundation\u2019s \u00a33\u202fMillion Financial Education Initiative What\u2019s Been Announced The Quilter Foundation \u2014 the charitable arm of UK wealth manager Quilter&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,6],"tags":[],"class_list":["post-991544","post","type-post","status-publish","format-standard","hentry","category-gb-news","category-uk-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Quilter Foundation pledges \u00a33m to boost UK financial education - UK News &amp; 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