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Answer booklet

What is it, and who is it for?

Libby’s big aeroplane adventure is a financial literacy workbook aimed towards children aged 9-10 (KS2, Year 5).

Who is Libby, and what’s the story behind her ‘big aeroplane adventure’?

The workbook follows the adventures of a young girl named Libby visiting her grandparents in the UK, all the way from her home in Canada.

The workbook is brightly illustrated and sets its readers a number of challenges in the form of real life scenarios, such as setting budgets and crossing time zones. The use of a fictional story allows children to learn new financial skills and apply them without sharing their own financial position.

Why did Equilibrium create Libby’s big aeroplane adventure?

Financial Conduct Authority research shows that one in seven adult’s literacy skills, and just under half of all adults’ numeracy skills, are equal to or less than that expected of an 11-year-old. Furthermore, when shown a simple bank statement, 16% failed to correctly identify the available balance. That figure rose to just under a quarter for those over 55.

Primary education is vital to financial literacy, and Equilibrium was eager to make a positive difference to pupils’ learning. Our financial planning background combined with the experience of former headteacher and founder of SARN, David Evans, meant that we were able to create and produce an engaging, educational booklet based on the requirements of the primary curriculum. So, not only does the booklet help children with their numeracy, it also saves teachers some time in lesson planning!

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Equilibrium is a trading style of Equilibrium Financial Planning LLP (Limited Liability Partnership) and Equilibrium Investment Management LLP. Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.

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