UK Financial Literacy Foundation
Also known as: Chartered Institute for Securities & Investment Future Foundation
The advancement of education for the public benefit by advancing knowledge and improving skills in financial capacities and capabilities, in particular but not exclusively through the provision of grants and promotion of research and dissemination of such research.
Activities & Mission
The advancement of education for the public benefit by advancing knowledge and improving skills in financial capacities and capabilities, in particular but not exclusively through the provision of grants and promotion of research and dissemination of such research.
Grants
UK Financial Literacy Foundation is a grant-making charity: making grants is its main activity.
- Gives grants to
- organisations and individuals
- Total spending (2025)
- £482,178
- Only charities with income over £500,000 file a separate grants figure.
- Who it helps
- children and young people, other charities or voluntary bodies and the general public
- What it supports
- general charitable purposes
As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.
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Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Country
Region
Financial Information
Financial Efficiency
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £14,828 | £482,178 | 0 / 0 | |||
| 2024 | £33,185 | £568,312 | 0 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about UK Financial Literacy Foundation
What does UK Financial Literacy Foundation do?
The advancement of education for the public benefit by advancing knowledge and improving skills in financial capacities and capabilities, in particular but not exclusively through the provision of grants and promotion of research and dissemination of such research.
How much income did UK Financial Literacy Foundation report in 2025?
UK Financial Literacy Foundation reported total income of £15k and reported expenditure of £482k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.
When was UK Financial Literacy Foundation registered as a charity?
UK Financial Literacy Foundation was registered with the Charity Commission for England and Wales on 12 December 2022 as charity number 1201304. It has been registered for 4 years.
Who runs UK Financial Literacy Foundation?
UK Financial Literacy Foundation is governed by a board of 5 trustees. The chair of trustees is Nicholas Roger Swales Ch FCSI. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does UK Financial Literacy Foundation operate?
UK Financial Literacy Foundation operates across 4 areas: Ireland, Northern Ireland, Scotland and England And Wales.
Is UK Financial Literacy Foundation a registered charity?
Yes — UK Financial Literacy Foundation is a registered charity in England and Wales, charity number 1201304.
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Add your logo, photos and tell the story behind the numbers in your own words. Free for our first 50 launch partners.
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Registry Information
Trustees
Also governs 1 other charity
Also governs 1 other charity
Also Known As
- Chartered Institute for Securities & Investment Future Foundation
Data & trust
- Register data refreshed
- 9 November 2026
- Methodology
- How metrics are calculated