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Managing Money

Nationwide Building Society Worksheets on all financial issues Website link - Click here              Files in a single dropbox folder - Click here
KS3 Money Wise Pack - Click here

Financial Capability Pack - This resource aims to help develop the skills, knowledge and confidence which young people need to ensure they make informed judgements and take effective decisions in relation to their own financial circumstances - Click here
This is the Mobile Phone Activity from the pack above - Click here                       Accompanying PowerPoint

Credit Card Checking Algorithm - Click here
ISBN Checking Algorithm - Click here
Bank Balance Exercise - Click here

More excellent resources -

NC Levels 6-7

Share Investment

1.       Begin by each pupil selecting a portfolio of shares for £1000 and use this spreadsheet to record their purchases from the 10 available [Set up igoogle on your homepage to display these shares]
Record the choices of each member of the class on this spreadsheet - You will need to update the prices of the shares
Explain the Candlestick diagrams using Introductory PowerPoint              Introduction.doc                 Candlestick Diagrams from Companies in 2010.pptx
This sheet explains how to display these for any one of the 10 companies
This sheet provides a range of questions using and interpreting candlestick diagrams.

Living Costs - Essentials

2.         Best Buys

Youtube clip showing how Martin Lewis saved a couple £12,500

Begin with prices in proportion and emphasise the variety of ways of calculating the missing values if you are given say 2 weights and 1 cost, find the missing cost if it is in proportion.
Unitary Method and Multipliers horizontally and vertically, conversion graphs.
When looking at the best buys look at the multipliers as a way of identifying the cheaper unit cost and when looking at unitary values ensure students are clear as to the units: penny per litre or litre per penny for example. - Best Buys.doc

3.       Electricity Bill, bring in other bills such as Gas and use this as an opportunity to discuss the costs of running a house
How to read Electricity Bills,   Electricity Bill Task,    Example of Electricity Bill,    Electricity Usage 

4.         Checking Methods – this activity should be used throughout the remainder of the module and underpin all of their work.

5.         Spot the Errors – excellent task, identifying errors in a arrange of bills and invoices

Review the performance of the shares after 2 weeks – using Candlestick Diagrams [See task 1]

Living Costs - Optional

6.         Which Mobile Phone Tariff.doc            Which Mobile Phone Tariff.xls

7.         Car Costs - Student     Teacher Notes        PowerPoint
Initially use the 2002 figures given and then discuss and research more up to date figures.  Use this as an opportunity to discuss percentage increases for different costs. 

8.         Have a Holiday - Student       Teacher Notes

9.         Bank Balance


10.       Firefighter’s Pay.doc        Firefighter’s Pay.xls       – link this to income tax and National Insurance  and pay slips in general.
 Online Income Tax Calculator - Ask pupils to work out the rates!  Other current information on this site

11.       Interest Rates Student       Teachers Notes       Spreadsheet     –  Looking at different investment opportunities. (Teach compound Interest)

This should be linked to a look at the use of credit cards, savings and mortgages using the Loans & Savings Calculator

 Review the performance of the shares – using Candlestick Diagrams [See task 1]

NC Levels 5-6

Task 1 investigates the cost of running a car

Task 2 looks at managing a bank account

Task 3 looks at cheques and invoices

Task 4 investigates loans and interest rates

Task 5 looks at the issue of depreciation

Tasks 6 & 7 looks at fuel consumption and converting between measures

Suggested timescale:

Lesson Objective Resources
1 Research; Pie charts; Circle properties Task 1 Info– car expenses
2 Research; Pie charts; Circle properties Task 1 Info– car expenses
3 Use a spreadsheet; create graphs from data Task 3 Info – bills & invoices; Blank cheques
4 Use of calculator; Percentages; estimations; derive formulae Task 2 Info Blank spreadsheets
5 Simple and compound interest calculations Task 4 Info – loan rates of interest
6 Accumulative balance, debit & credit Game pack
7 Representing data; analysing data; percentage differences Task 5 Info – depreciation figures on a range of car models (Data)
8 Conversion between metric and imperial units; calculations with calculator; Task 6 & 7 Info – fuel prices; fuel economy figures; Journey task
9 Draw conclusions form research; work collaboratively;  
10 Give & evaluate presentations, Evaluate project work  


NC Level 3-4

This game asks pupils to keep a running check on how much money they have and can be linked to a simple credit/debit record - Click here
Three other online games - Click here

This share Trading Game has been produced by Matt Sims and the concept is for students to spend up to £500 each on a selection of shares.  Information is provided on each of the companies in this PowerPoint Slides 2 to 9.  Pupils choose their shares and the details are entered on this Spreadsheet.  At the start of each subsequent lesson the pupils should be shown the next slide in the PowerPoint which reveals some news which affects some of the share prices.  Pupils get the option of selling or buying shares and the new data entered.  This competition is designed to last 10 lessons.

Crack the Code with Monetary Terms
Calculator Problems
Money Calculations
Money to Pounds
Planning a Trip to a Theme Park

Buying a Car - Simplified