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TISA Financial Education Delivery survey

Everyone needs to be able to manage their money. Yet almost two-thirds of young adults do not recall receiving any financial education at all, and 53 per cent are worried that they will never be financially secure. Skills‑based financial education volunteering would allow the savings and investments industry to use its expertise to improve financial confidence and wellbeing across the UK, while strengthening employee engagement and purpose.
An industry‑wide approach creates scale, consistency and greater impact, demonstrating the sector’s commitment to responsible business and better consumer outcomes. We are scoping appetite for a TISA employee volunteering initiative focused on connecting volunteers with schools or community organisations that need financial education for young people (5-25 years old). Volunteers would be supported with content covering budgeting, saving, managing credit, investing and long‑term financial planning.
1.Name of TISA Member(Required.)
2.Name of contact / person completing the survey(Required.)
3.Job title of contact / person completing the survey(Required.)
4.How interested are you in an industry-wide initiative providing financial education employee volunteering opportunities?(Required.)
5.Total number of UK employees at TISA member(Required.)
6.Do you have a formal volunteering policy?(Required.)
7.Number of days available per employee per year for volunteering(Required.)
8.% of employees currently volunteering (if known)(Required.)
9.Estimated number of employees that this form of volunteering could be promoted to(Required.)
10.Approximately how many employees in each region could financial education volunteering be promoted to? Or, if easier, describe the geographic spread of your volunteers under ‘Other’.(Required.)
11.Is there a specific age range that is of interest?(Required.)
12.Would your organisation be willing to pilot an employee volunteering programme in 2026?(Required.)
13.Any other comments
Thank you for taking the time to complete this survey. Your feedback is incredibly valuable. We truly appreciate your
participation and insights.