A 30-page SEN-friendly workbook teaching teens and young adults how to use their bank account. Covers paying in, taking out, card payments, and staying safe. Print and go!

What is this resource?

Money Management Level 2: Using Your Account is a printable workbook designed to teach practical banking skills to teens and SEN learners.

This workbook follows on from Level 1 (Banking Basics) and takes learners from paying money into their account through to understanding transactions, using online banking, and knowing what to do if their card is lost or stolen.

Perfect for PSHE lessons, life skills programmes, functional skills, Entry Level qualifications, or supporting young people preparing for independence.

Topics covered

• Paying Money In – Different ways to deposit money (branch, ATM, bank transfer), how to fill in a paying-in slip
• Taking Money Out – Using ATMs, withdrawing at a branch, cashback explained
• Using Your Card to Pay – Contactless, chip and PIN, paying online safely
• Checking Your Balance and Transactions – Reading bank statements, understanding your app, spotting problems
• Online and Mobile Banking – What you can do with a banking app
• Looking After Your Card – Keeping your card safe, protecting your PIN, what to do if it’s lost or stolen

What’s included?

• 30-page A4 PDF workbook
• Welcome page with clear instructions
• Contents page
• Varied activities (ordering, matching, fill in the blanks, true or false)
• “What I’ve Learnt” self-assessment after every topic (with varied formats)
• Answer key
• Completion page

Key features

• SEN-friendly – clear layouts, simple language, calm colours
• Varied activities – keeps learners engaged
• Real-life examples – realistic UK bank statements and app screens
• Self-assessment pages – with varied formats (tick boxes, traffic lights, smiley scale, star rating)
• “Ask someone you trust” prompts throughout
• No prep – print and go

Perfect for

• Secondary students (ages 11-14)
• SEN learners up to age 25
• PSHE and Citizenship lessons
• Life skills and independent living programmes
• Functional Skills and Entry Level courses
• Home education
• Transition planning and supported living
• PRUs and alternative provision

How to use

Print the workbook and work through topics in order. Complete activities along the way and use “What I’ve Learnt” pages to check understanding. Suitable for whole-class teaching, small groups, 1:1 support, or guided independent study.

Part of a series

This is Level 2 of the Money Management series:

• Level 1: Banking Basics (available separately)
• Level 2: Using Your Account (this resource)
• Level 3: Managing Your Money – Coming Soon
• Level 4: Staying Safe – Coming Soon
• Level 5: Borrowing & Beyond – Coming Soon

Please note

This workbook teaches practical life skills, not financial advice. Learners are encouraged to ask a trusted adult or speak to their bank for personal guidance.