Learning outcomes
- Open a 30-minute staff meeting briefing with a strong evidence-based hook
- Run a 5-minute interactive activity to surface colleague experiences
- Walk colleagues through the four pillars and the site's resources
- Anticipate and answer the five most common staffroom questions
- Distribute handouts that prompt one concrete next action per attendee
Before you start
- 30 minutes on the staff meeting agenda
- A projector or large screen
- Print 1 handout per attendee (see section 5)
- Optional: bring a printed copy of one age-band guide and one lesson plan to pass around
1Agenda overview (the 30-minute shape)2 min
| Minute | Section | Purpose |
|---|---|---|
| 0-3 | Opening hook | Surface why this matters now |
| 3-8 | Quick poll / show of hands | Surface colleague experience and gaps |
| 8-15 | The four pillars of UK financial education | Framework everyone leaves with |
| 15-22 | Tour of the site's resources | Show specific lesson plans, age guides, parent packs |
| 22-27 | One action each | Concrete next step for each attendee |
| 27-30 | Q&A and handout distribution | Close cleanly with materials in hand |
Stick to time. Staff meetings overrun for a reason — treating them as "just one more thing" will lose buy-in. 30 minutes, focused, end on time.
2Opening hook (3 min)3 min
Three options for opening. Pick whichever fits your culture:
Option A: the statistic
"A 2024 MaPS survey found 1 in 3 UK adults can't maintain a £200 emergency fund. The figure has worsened steadily since 2010. Schools are increasingly the only place financial education happens. Today I want to share a free resource that can help us strengthen what we already do, across every key stage."
Option B: the mule data
"UK Finance recorded over 17,000 money mule cases involving under-21s in 2024. Most were recruited on Snapchat, Instagram or gaming chat between ages 13 and 19. This is happening to our pupils. Today's briefing is partly about that — and about the wider question of how we teach pupils to make sense of money before they have to use it for real."
Option C: the personal
"When I was 18 and started my first job, no one told me what a tax code meant. I overpaid PAYE for 4 months without knowing. I want our pupils not to have that experience. Today's briefing is about how we can collectively make sure they don't."
3Quick poll (5 min)5 min
Pick 4-5 yes/no questions for a show of hands. Don't collect answers — the value is in colleagues seeing their own collective situation.
- "Hands up if you've ever taught a lesson about money, even briefly."
- "Hands up if you feel confident you could explain what a tax code is."
- "Hands up if you know what a Lifetime ISA is."
- "Hands up if you've had a pupil ask you a money question you couldn't answer."
- "Hands up if you think your year group should be doing more on this."
Don't shame colleagues for low hands. The point is to legitimise "not knowing" — many teachers feel financial education is a confidence gap, not a willingness gap. This briefing offers tools to close the gap.
4The four pillars (7 min)7 min
Slide content (one slide per pillar):
Pillar 1: Money management
Coins, notes, budgeting, saving, opportunity cost, needs vs wants. Strongest at KS1-KS2. Owns: maths and PSHE in primary.
Pillar 2: Work and tax
Where money comes from, payslips, Income Tax, NI, the social contract. Strongest at KS2-KS4. Owns: PSHE, Citizenship, careers.
Pillar 3: Risk and protection
Debt, fraud, scams, money mules, online safety. Strongest at KS2-KS4. Owns: PSHE, computing, safeguarding leads.
Pillar 4: Decision quality
Comparison shopping, trade-offs, future planning, ISAs/LISAs/pensions, evaluating claims. Strongest at KS3-KS5. Owns: PSHE, careers, maths.
Critical message: no single subject owns financial education. The strongest schools coordinate across departments. The curriculum map on the site shows the mapping in detail.
5Tour the site (7 min)7 min
Project the site live if possible. Click through these 5 pages, ~90 seconds each:
- Curriculum map — one-stop reference for all 4 UK nations across all key stages
- Teacher lesson plans — 24 ready-to-deliver lessons, KS1-KS4
- An age-band hub, e.g. Ages 10-13 — show how each band has games + deep guides
- Parent finance hub — for sending home + parent-evening use
- Display poster pack — 10 printable posters
End with: "Everything is free, ad-free, and CC BY 4.0. You can print, photocopy, adapt, embed in your VLE. No login. No upsell. No data collection beyond standard analytics."
6One action each (5 min)5 min
Ask each colleague to write down one concrete action by next week. Three example actions to suggest:
- For all teachers: Pick one lesson plan that maps to a topic you're due to teach. Open it in the next 7 days.
- For form tutors: Pick one age-band deep guide relevant to your tutor group. Use as a 10-minute tutor-time discussion.
- For PSHE / Citizenship leads: Identify one gap in your current scheme of work and find the matching lesson on the site.
Have colleagues say their action out loud to a neighbour. This dramatically increases follow-through (Pulford & Sohal, 2006). Don't skip this step.
7Handouts and Q&A (3 min)3 min
Print one handout per attendee. Suggested handout content (one A4 page):
- Top: "UK Tax Drag — kids.uktaxdrag.co.uk — free CC BY 4.0 financial education"
- The four pillars in a 2x2 grid
- Quick links: 24 lesson plans, age-band hubs, parent hub, curriculum map, display pack
- The QR code for the site's home page (generated free at qr-code-generator.com)
- Bottom: "If you have one minute — bookmark the lesson plans page."
Five most common staffroom questions
- "Who pays for this?" — UK Tax Drag is an independent UK educational publisher. The kids subdomain runs ad-free. Funding comes from the main site (kids subdomain is grant-style cross-subsidy).
- "Why CC BY 4.0?" — To maximise reuse. Schools, MATs, charities, universities can adapt freely. Cost is one attribution line.
- "Is this DfE / Ofsted approved?" — No formal accreditation. The content is aligned to the National Curriculum and the PSHE Association framework but isn't externally certified.
- "Can I use this for OfSTED evidence?" — Yes, as part of your PSHE / Citizenship / Maths provision. Cite the page used and your reason for selecting it.
- "What if my pupils ask me a question I can't answer?" — Point them to MoneyHelper.org.uk for regulated guidance. As staff you explain how things work, not what to do.
UK Tax Drag (2026). 30-minute staff meeting briefing pack. Teacher CPD module. Available at: https://kids.uktaxdrag.co.uk/teacher-staff-meeting-pack.html
CC BY 4.0. Free to use, photocopy and adapt for school CPD programmes.