Case Studies
Use the options below to explore case studies of winners from previous years.
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School award for best all-round approach to PFE
2009
Winner
St John’s Wood Community School, Cheshire
St John’s Wood is a special school for 11-16 year old students with emotional and behavioural difficulties. The school has an innovative, on-going and sustainable approach to PFE, suited to the specific learning needs of their students. A variety of events and initiatives brought PFE to life for its students and helped to make sure [...]
Runners up
Trinity High School, Renfrewshire
Trinity High School’s approach to PFE is thoroughly embedded throughout all school years, starting with their entry into the school where they are invited to become members of the school credit union, run by senior students. This was set up in partnership with the Renfrewshire wide credit union (RWCU), who provide training in all areas [...]
Hedingham School, Essex
At Hedingham School, PFE is embedded in personal curriculum programmes across the school. These inclusive events for students of all abilities are part of personal social and health education (PSHE), careers education, work-related learning and enterprise education. Hedingham School’s PFE programme gives students opportunities to explore personal, business and some aspects of international finance. They [...]
2008
Winner
Holyhead School, Birmingham
Holyhead School places great emphasis on the financial well-being of every student, ensuring that their financial understanding and education begins before they arrive at the school, and continues throughout their school career. During Year 6 induction day School Banks are introduced, and the school then arranges for the students’ bank accounts to be ready when [...]
Runners up
Chichester High School for Boys, Chichester
Chichester High School for Boys’ approach included imaginative initiatives throughout the school, from a maths-based theatre show to a Year 10 ‘Money Matters’ whole day experience. PFE is addressed in tutor time, and student self-assessment and evaluation is an integral part of the programme.
The judges were impressed by this programme’s imaginative approach and the inclusion [...]
Abercorn Secondary, Glasgow
Abercorn Secondary demonstrated an all-round commitment to PFE involving students and parents. PFE at Abercorn is delivered through a number of initiatives, such as a Financial Education Day where both students and parents participate in financial workshops and drop-in advice sessions. Abercorn tries to involve relevant external agencies in these days, and previous involvement has [...]
School award for most innovative approach to PFE
2009
Winner
Meadowhead School, Sheffield
A member of staff with responsibility for financial capability at Meadowhead School decided there was a need to bring PFE in the school to life, and developed a dice and cards game and accompanying lesson and PowerPoint presentation designed to illustrate different savings and investment possibilities to year 10 students, making it relevant, fun and [...]
Runners up
Westbrook Hay, Hemel Hempstead
To help raise awareness of and create a buzz around personal finance among students, Peter Makower, a teacher at Westbrook Hay School created an online stocks and shares scheme and accompanying teaching resources, and encouraged 12 other schools to compete. The scheme enables students to get a better feel for the real-time gains and losses [...]
Castle Rock High School, Leicestershire
Students in year 8 at Castle Rock High School are introduced to the concepts of budgeting by pricing up a weekly shopping basket and assessing the quality of different goods. This is tied in with the concept of fair trade, which is explored in Citizenship lessons, helping students to make better informed consumer decisions. A [...]
2008
Winner
Warden Park School, Cuckfield, West Sussex
Miss Christine Mingay, a new member of staff at Warden Park School, an 11-16 comprehensive school in West Sussex, recognised a particular need to focus on personal finance education and decided to introduce and run a whole-school financial literacy week that turned out to be a huge success for both students and teachers.
During financial literacy [...]
Runners up
Musselburgh Grammar School, Edinburgh
Musselburgh Grammar School has developed a fun and interactive approach to PFE, focusing on the realities of managing personal finances for families. Students are given ‘prop bags‘ which contain information on managing the budget of their ‘virtual family‘, in a ‘Game of Life’-style approach, that takes them right the way through to their ‘virtual retirement’.
The [...]
The St Guthlac School, Lincolnshire
A full set of detailed lesson plans was submitted as evidence of The St Guthlac School’s thorough and engaging approach to PFE.
A key feature of the programme was a focus on group discussion, and on making financial decisions together, in order to simulate situations such as shared accommodation in the future. It also addressed other [...]
Student award
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Teacher award
2009
Winner
Robert Johnson, Wilmslow High School, Cheshire
Robert Johnson, a newly qualified teacher and new member of staff at Wilmslow High School, impressed his colleagues by taking ownership of the development of financial awareness and capability in the school, working closely with the Maths and PSHE teams to investigate the school’s current PFE provision, and move it forward. He led the development [...]
Runners up
Peter Makower, Westbrook Hay School, Hemel Hempstead
With his online stocks and shares scheme, Peter Makower, Head of Mathematics at Westbrook Hay School, succeeded in bringing the world of finance to life for students and teachers not only at his own school, but in 11 other schools. The scheme introduces core aspects of PFE in a stimulating, challenging and fun environment. Peter [...]
Claire Todd-O’Neill, Seaham School, County Durham
Claire Todd-O’Neill was nominated by her colleague in recognition of her work to improve the provision of financial awareness in the school. This involved developing a series of relevant and engaging PFE lessons to be delivered through Maths and Personal and Social Education. She also developed and led a number of departmental workshops to train [...]
2008
Winner
Miss Christine Mingay, Warden Park School
Such was the impact of Miss Christine Mingay’s drive and commitment to PFE at Warden Park School, demonstrated by her introduction of financial literacy week, that she was nominated by a colleague for the Teacher award, and went on to win Warden Park School its second award (Warden Park School was the overall winner in [...]
Runners up
Ms Sue Pearson, St Crispin’s School
Ms Sue Pearson showed a commitment to the teaching of PFE by conducting a student survey of the current programme, and used the results to develop a new financial awareness unit that included a year 11 ‘Focus Day’ which will use specialist staff to deliver sessions on loans, shares and mortgages, and that will incorporate [...]
Mr John Mills, Homewood School and 6th Form Centre
Mr John Mills was nominated by the principal Maths teacher, Mr Rob Gaygan, for his commitment to the teaching of PFE and ensuring its relevance to the students. Praise received from parents for his work is further testament to his impact.
The judges said: “Mr Mills introduced a coherent and comprehensive approach that involved parental support, [...]
Award for most innovative use of teaching resources in PFE
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2008
Winner
Penketh High School
Business department staff at Penketh High School in Warrington took part in the making of a film about credit and debit and spending responsibly to be shown in school assemblies. The engaging and entertaining film features interviews with students from the school talking about where their money comes from and how they spend it.
The film [...]
Runners up
Tiffin Girls’ School, Kingston upon Thames
Students at Tiffin Girls’ School developed a web-based product, www.theshareexchange.com. The website aims to help young people between the ages of 14 and 18 to improve their understanding of the world of money and to make informed decisions about their personal finances. The website consists of a series of activities of increasing difficulty, focusing on [...]
North Manchester High School for Boys, Manchester
A Maths teacher and a Citizenship teacher at this school worked closely with a consultant from pfeg to develop a unit of work around the topic of ‘Planning a Family Holiday‘. In teams, students were given a budget, researched costs and worked towards a PowerPoint presentation in which they would have to ’sell’ the holiday [...]
School award for most impressive cross-curricular approach
2009
Winner
Corseford School, Renfrewshire
PFE at Corseford involves Enterprise, Citizenship, Personal and Social Development, independence skills, basic numeracy and Maths and is embedded in the ethos of the school, where they consider it to be a vital part of learning. This learning shows that money has value, needs to be kept safely and there are consequences if it is [...]
Runners up
St Richard’s Catholic College, East Sussex
At St Richard’s Catholic College, PFE has been integrated across the curriculum through schemes of work and individual lessons that are diverse and engaging. Every department in the school has completed an audit on how and where they deliver PFE, and a varied bank of lessons, resources and experiences have been developed across different curriculum [...]
Castle Rock High School, Leicestershire
Timetable changes allowed staff at Castle Rock High School to adopt a truly innovative and cross-curricular approach to learning. PFE is an important element in this learning and as such is integrated across the curriculum.
An example of this is in Food Technology, which include budgeting for a weekly shop with a variety of limiting factors [...]
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