Financial literacy is a core life skill for participating in modern society. But how many of us have been educated about money; the importance of budgeting and saving for a rainy day; how bank accounts and debt works; and when it makes sense to save for a pension? Our brief research to date indicates a shockingly low level of financial literacy in the general population. In this free to view webinar (£35 for non-members) we suggest some key principles for financial literacy, additional protections for vulnerable consumers and will also consider methods and tools to allow the public to access much-needed support and advice.
Speakers
Christoph Barnard, WP Chair
Chris is a senior actuary with Allianz SE in Munich, Germany with over 25 years’ experience in the insurance industry. Chris has worked in the product development, pensions, finance and business steering areas, with a current focus on customer value initiatives. Chris has held several overseas appointed actuary roles, and is a member of the IFoA Life Research Committee
Danni Brotherston, WP Member
Danni is currently Head of Advice Policy & Development at St. James’s Place where she is responsible for overseeing and developing the firm’s advice proposition. Previously, Danni worked for Mercer in the Retirement and Investment Consulting divisions. Danni is a graduate of Cambridge University, having completed a Masters in Engineering and also holds an MSc from Imperial College. Danni is an Actuary and Chartered Enterprise Risk Actuary and sits on several IFoA working parties
This webinar will be streamed from 17.30-18.30. There will be time at the end of the session for Q&A.
Location
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Webinar
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