Case Study: Jack's Gold

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A teacher at Applegarth Primary School planned a half-term of work for her Year 1 and 2 pupils, the Squirrels, to introduce financial capability through traditional tales. She used the story of Jack and the Beanstalk.



The children received a postcard from Jack saying that he and his mum had gone on holiday to Spain after his adventures with the giant. However, the giant’s gold was running out and he needed to make the most of what he had left and not get into debt. Jack also sent a pile of gold and asked the pupils what he should do with it. This was the starting point for a series of activities, conducted over several weeks that introduced the pupils to different aspects of personal finance.

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