Building Financial Capability

We will build financial capability by helping those who want to take control of their finances and their futures to make the most of their money.

Watch CEO Alison Rose talking about the bank’s commitment to help 2.5 million people in the UK each year to improve their financial capability through programmes such as MoneySense and Financial Health Checks. (This video was filmed pre-Covid-19)

More financial confidence

As a leading learning organisation we have committed to:

  • Reach 2.5m people each year to improve their financial capability
  • Help 2m additional customers to start saving by 2023
  • Get 100% front-line colleagues professionally qualified/ accredited within first 18 months in role
  • Extend our Social Mobility Apprenticeship Programme across the UK

How we put learning into action

  • MoneySense – we’ve helped 9m young people learn about money since we established MoneySense in 1994. More about MoneySense
  • Financial Health Checks  – we helped over 990,000 customers organise their finances, achieve their goals and make more of important life moments through a free, personalised one-to-one Financial Health Check. Available in branch, via telephone and video banking. More about Financial Health Checks
  • Saving - we’ve helped over 600k customers to start saving this year. More about our Savings
  • Social Mobility Apprenticeship Programme - is expanding to include London, Edinburgh and Manchester. We give new candidates from under-represented backgrounds the opportunity to develop future skills and capabilities. An example of some of our digital apprenticeships in the Programme.
  • Expertise – we maintain our professional membership with the Chartered Banker Institute and our colleagues meet annual CPD requirements. The Chartered Banker Institute is the UK’s only and world’s oldest professional body for banking. More about our Accreditations