Application Guidance

The MSE Charity is dedicated to supporting UK voluntary groups deliver financial life skills, which make a lasting impact on the way people think, behave and manage their money. 

The January 2024 grant round is focused on funding groups working with people who are specifically impacted by one of the long term challenges listed above, to develop the personal financial life skills which will equip them for life.

Please see the How to Apply page for more details.

Supplementary Application Form Guidance - Questions 4, 5, 6, 10.

4) How will you recruit and ensure this number of people will take part in your project? 

We know it can be challenging to recruit beneficiaries to attend projects even if you have a great course and trainer.  The pandemic and the current cost of living crisis for some has created more barriers to engage, home-schooling, working from home, increased anxiety, less money coming in, digital exclusion.  On the positive side programmes can be designed to be completed at peoples own time and pace, they can be as creative and engaging just in a different way. Using technology to build and maintain learning relationships is possible and it may improve commitment level.  From the many projects we have funded over the years, here are some useful tips and learning points. 

5) What activities and services will your project deliver?  

Please outline your project activities as objectives. They should be: Specific, Achievable, Relevant and Time Bound.  Please include the expected number of sessions /workshops /appointments to be delivered. ivered. 





Time Bound:

6) What Outcomes will your project deliver?  

Outcomes are the changes, benefits, learning or other impacts that happen as a result of services and activities provided. Please note these will need to be reported upon at the end of your project.  

a) Project Outcomes - These relate to the impact on other work streams or the organisation’s capacity to provide evidence for future service delivery. 


b) Beneficiary Outcomes - These can be quantified by the number or percentage of beneficiaries you anticipate will realise some degree of change, benefit or impact


If you need more support, please refer to our FAQs page, if you can’t find an answer, please contact us via email and our Operations Manager will assist you further. 

10) Please upload your Project Budget.

Please provide a full and detailed breakdown of the total costs associated with your project.

We support full cost recovery, this means that you can request funding for direct project costs and for a proportionate share of your organisation's overheads up to a maximum of 10% of your project budget.

Please note we fund up to a maximum of £500 per application for essential IT equipment for project delivery. 

Please specify the amount of funding you are asking for. We have a limit of £8,000 per application.  If the total cost of the project is over £8,000 please state which budget item/s you would like us to support.

Please indicate any income budgeted towards the cost of this project and advise whether it has already been secured;  either as an in-kind contribution or match funded.

Please note if your application is successful we reserve the right to ask for financial receipts to be provided to audit grant expenditure.

Grant Evaluation, Monitoring and Reporting

As part of the Terms & Conditions of any grant we offer, two mandatory reports are required to be completed, the Interim Progress Report (around 6 months) and an End of Grant Project Feedback Report

Please make yourself aware before you apply, what information we expect to receive from your organisation in return. 

The final 10% of any grant agreed, is withheld until satisfactory completion of the grant reports.  

Future applications will not be considered if the reports have not been returned.