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Invitation to Submit an Expression of Interest (EOI)

The Quilter Foundation invites your organisation to submit an Expression of Interest (EOI) for the Financial Futures Fund strategic grants programme.

These selective, multi‑year grants back large‑scale UK programmes that deliver financial education at key life moments (e.g. entering the workforce, financial hardship, retirement planning), with a required sub‑programme tailored to a specific priority group identified by your organisation (e.g. women, disabled people, ethnic minority communities, care leavers, refugees, single parents).

 Grant parameters

  • Term & value: Up to £1,000,000 total over five years (multi‑year, annual tranches).
  • Scale: We anticipate committing funding to a small cohort of strategic partners to deliver depth, equity and reach.
  • Geography: Delivery in the UK and or/Crown Dependencies and/or Republic of Ireland.
  • Costs: We can fund core costs and unrestricted elements where this strengthens outcomes.

 Grant criteria

Required

Desirable

Registered Charity 

Innovative digital delivery plans, including utilisation of products already on market

UK and or/Crown Dependencies and/or Republic of Ireland delivery with national reach either directly or in collaboration with partners

A consortium model involving multiple organisations collaborating on programme delivery, with each partner providing specific expertise and resources at various stages or supporting sub-programmes.

Clear evidence of ability to deliver at scale 

Demonstrable alignment with UK government financial education policy and / or sector-wide financial literacy initiatives

Minimum turnover (grant to be less than10% of annual turnover)

Financial education is core to organisational purpose

Robust route for delivery to priority sub-groups, demonstrating accessibility and inclusion considerations are core to programme design

Proven blended learning approach (in person / online)

Demonstrable, evidence-based impact from similar programmes

 

Robust safeguarding policies

 

Key dates

  • EOI submission deadline: 13th March at 23:59
  • Pre application webinar: 23rd February at 10:30am
  • Outcome communication: Week commencing 5th May

EOI questions and word limits

Please complete the following questions via the online EOI.

Financial Futures Fund – strategic grant – Expression of Interest

Short data fields: Charity number(s); primary contact details; delivery geographies; most recent turnover as detailed in your annual report and accounts.

1. Organisation snapshot (max 200 words)

2. Delivery Geographies:

3. The life moment(s) you will target (max 250 words)

4. Your required sub programme (max 250 words)

5. Delivery model & partnerships (max 300 words)

6. Outcomes & learning (max 250 words)

7. Expected start date

8. Total participants over 5 years

9. Total costs over 5 years (amount in GBP)

10. Budget headline & co funding (max 200 words + numbers)

11. Funder plus & partnership (max 250 words)

Required attachments:

  • Most recent annual report & accounts (URL ok).

Thank you for your interest in applying for a Quilter Foundation Financial Futures Fund strategic grant. If you have any questions, please feel free to email thequilterfoundation@quilter.com.