A bespoke staff investing course — with a dedicated Teachers' Pension session included

Empower your school staff with engaging, jargon-free, and practical tools to build real investing confidence and understand their pensions.

See pilot results

Why this. Why now.

Financial education tailored explicitly for educational environments. Our pilot demonstrates a massive, unmet demand for clear financial personal development tracks among staff.

Proven Demand

This isn't speculative—there is a massive appetite already waiting within staffrooms. Our initial pilot program generated immediate engagement, filling multiple course schedules completely within a matter of hours.

Engaging & Gamified

We don't do boring, passive presentations. The entire program is designed explicitly around keeping information beautifully simple, utilizing games and active physical assets to ensure team members stay focused and involved.

Empowered Outcomes

The ultimate priority is for school staff to walk away feeling genuinely uplifted and personally capable. Attendees leave equipped with the foundational clarity needed to execute their own informed financial choices.

Validated Pilot Tracking Data

Our educational framework has been actively deployed, tracked, and refined through real-world session data.

27

Teachers Booked

2

Hours to Fill All Spaces

14

On the Waiting List

100%

Would Recommend to a Friend

Confidence Before Course

1.5 / 5

Average self-reported staff confidence regarding foundational investment concepts before attending.

Confidence After Course

3.9 / 5

Average recorded score following completion—representing a substantial +2.4 point shift in personal confidence.

Engagement Rating

5.0 / 5

Perfect evaluation score across post-course survey metrics, highlighting that 100% found the content easy to understand.

What pilot attendees said:

"I entered as a complete novice and left feeling like I had the tools to begin investing on my own."

— Post-Course Survey Response

"I'm not great with sitting in long meetings and taking lots of information in, however Leo made this much easier through keeping information simple and using games to keep me actively engaged."

— Post-Course Survey Response

"My knowledge increased exponentially — which is what I would like my investments to do!"

— Post-Course Survey Response

The baseline model: Visualising numbers clearly

We teach staff the profound long-term cost of remaining inactive, showing the mathematical impact of shifts from standard cash deposit boxes over long-term timelines.

Timeline matrix profile 3 years 5 years 10 years 20 years 30 years
Total put away £12,200 £17,000 £29,000 £53,000 £77,000
Total if left in standard cash £13,526 £20,191 £40,907 £105,459 £216,123
Total if placed in diversified index tracking models £14,530 £22,750 £51,935 £169,978 £442,249
Net wealth variance growth potential £1,004 £2,559 £11,027 £64,519 £226,126

*Sample projection structure: Assumes a set lump sum contribution baseline alongside regular monthly allocations.

The Complete Course Proposal

A balanced, highly practical format designed around school time constraints.

Core Pathway

Investing Course

Format: 2 × 90-minute interactive sessions – capped strictly at a maximum of 12 attendees per course to preserve engagement.

  • Session 1: Why invest, breaking down asset types, and managing individual risk tracks.
  • Session 2: Selecting account types, picking specific funds, and navigating the mechanics of clicking the invest button safely.
Bonus Integration

Teachers' Pension Session

Format: Bonus 60-minute standalone masterclass—open broadly to up to 30 members of staff simultaneously.

  • Completely accessible to all school staff—not restricted purely to core course attendees.
  • Demystifies how the Teachers' Pension Scheme works, mapping real scenarios and career projection trends.
  • Designed entirely as a practical, active walkthrough rather than a passive text lecture.

Flexible Pricing Models

MODEL A
Fully Funded

£100 / person

School pays per attendee after the course. Covers both investing sessions for up to 12 people, and the bonus TPS session is included for up to 30 staff members (meaning an additional 18 people join the pension session free of charge).

MODEL B
TPS Only

£20 / person

The school funds the stand-alone Teachers' Pension Scheme masterclass block (up to 30 people maximum). Staff can choose to buy into the separate investment tracks privately if desired.

MODEL C
Subsidised

Co-funded

Decide on an custom proportional split between the school budget and staff contributions. This creates low financial outlay for the school while ensuring staff have skin in the game.

MODEL D
Course Promotion

£0 to the trust

School provides a classroom space and promotes the course details internally. The core cost passes entirely to individual staff members at a special rate of £85 per person.

Bring Real Life Money to your staffroom

Secure your school's slot or discuss coordinating a bespoke financial wellbeing pathway matching your upcoming training profiles.