Financial Education

We're committed to financial education

As a society, we are passionate about being able to teach children and young people how to both appreciate and manage money effectively. 

In the past 18 months, we have helped over 11,000 pupils across Wales and the borders through our financial education and careers based activities.

We will continue to support our hard working schools in the delivery of financial education & work with key partners, such as Young Money, Business in the Community, London Institute of Banking & Finance and Careers Wales in order to do so.

Below you’ll find out more about our current financial education programmes. 


Current Programmes 

Fiver Challenge

From Summer 2020 we are delighted to be working with Young Enterprise in supporting the Fiver Challenge and Fiver from Home Challenge, as part of our ongoing commitment to financial education across Wales.

The Fiver Challenge is a highly interactive way of bringing learning to life for primary aged children. The challenge is a national enterprise challenge that gives students aged 5-11 the opportunity to create, research and plan a business that starts with just a £5 note.

Young Money fiver challenge

With the support of Principality Building Society, Fiver from Home is now available in the Welsh language and we are working collaboratively with the aim of ensuring more schools and students across Wales get the chance to gain these valuable entrepreneurial skills.

To find out how you can participate, click the button below.  You will find further information and everything you need to take part, including an activity book, word guide, top tips for students and parents and a participation certificate.

Business Class

We are proud to be partnered with 5 schools across Wales as part of the Business Class school programme, led by Business in the Community and Careers Wales, along with helping an additional 14 schools.

The partnerships involve sponsorship for pupils to complete recognised financial qualifications with the London Institute of Banking & Finance, some of which are equivalent to a GCSE qualification. Since 2017, over 1100 pupils have gained qualifications. We also work closely with 3 schools on the Young Money Centre of Excellence in Financial Education programme.

Financial Education Centre of Excellence

As part of our commitment to financial education we are proud to be working with Young Money on the Financial Education Centre of Excellence programme in south Wales.

We have long term partnerships with a number of secondary schools as part of the Business Class programme and both Ysgol y Strade in Llanelli and Ysgol Nantgwyn in Tonypandy have been sponsored by us to take part in the Financial Education Centre of Excellence programme.

Ysgol y Strade successfully gained Centre of Excellence status in early 2020 and Ysgol Nantgwyn are currently working towards the status, and are progressing rapidly. Another one of school partners, Ysgol Bro Myrddin in Carmarthen have been successful with the programme -  we help them with regular curriculum activity and sponsorship of recognised financial qualifications.

The Financial Education Centre of Excellence programme supports schools in developing sustainable and impactful provisions in financial education, including inspiring lessons, staff development, good practice sharing and leadership.

To find out more, visit

Talk Money Week 

Talk Money Week is an annual event in support of the Financial Capability Strategy for the UK, with the aim of getting people talking about money.
We are greatly supportive of Talk Money Week and will continue to be involved each year, by teaching financial education to schools across Wales and the borders.  

Talk Money and Pensions Week 2019 will be held during 18th-22nd November 2019. During this week, our colleagues will be visiting over 30 schools across Wales to deliver financial education sessions based on the story of Goose's Cake Bake. Commissioned by Principality, Laura Wall's Goose's Cake Bake storybook tells the story of a child who organises a bake sale to raise money to buy books, using themes of entrepreneurship, decision making and financial education throughout. 

Talk Money Week 2019

For Talk Money Week we’ve been finding out what primary school children in Wales are saving for.

Principality Savings school

We have partnered with leading Science Discovery Centre Techniquest Glyndŵr to deliver a financial education programme from September – November 2019 to 11 schools across North Wales, Chester and Shrewsbury. 

Cupcake day fun with Goose and Friends
Taking part in a cupcake day for charity? 
Based on Laura Wall’s ‘Goose’s Cake Bake’ storybook, we’ve created an activity pack that teaches numeracy and financial education skills. The pack also includes a fun cupcake day recipe and cupcake design activity! For students in Key Stage 1 (aged 5-7 years).
Click here to download the activity pack for your little baker.

Image showing a student drawing a picture of what they'd like to save for.
Contact the Responsible Business Team

To find out more about our commitment to financial education and how your school can benefit, contact the Responsible Business Team above.

Image showing Dylan money boxes.
Learner Earner - Find Out More

Find out more about the Learner Earner savings account, for your little ones.

Image showing colleagues from Alzheimer's Society, Teenage Cancer Trust and Principality Building Society with donation buckets.
Corporate Social Responsibility -Learn More

Learn more about what we're doing in the Corporate Social Responsibility space, including supporting our charity partners.

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