Financial inclusion and education

We recognise the importance of financial awareness, inclusion and education in society and our role in supporting this. 

Our approach

Financial exclusion often reinforces economic disparities, so by supporting initiatives that improve access to financial knowledge and services through our partners and programmes, we help contribute to a more equitable, informed and financially secure society. We achieve this through our financial awareness courses, and our partnerships with the Money Ready and Young Enterprise charities. 

Total attendees across 9 courses

755+

Total attendees of the Rathbones financial awareness course

375+

National financial awareness partners

2

As at December 2024

Liverpool office boardroom

Empowering financial confidence through education

Explore the four pillars of our responsible business framework

Clients

Applying an active and thoughtful approach to client service, selling practices and responsible investment.

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Colleagues

Ensuring our people are included, supported and treated fairly.

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Communities

Ensuring we support positive change in our industry and our communities.

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Governance

Enhancing our governance through embedding privacy, human rights, nature and climate risk considerations in our decision-making process.

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