Enhancing Seniors’ Well-Being with Financial Literacy Jane Rooney, Financial Literacy Leader Edmonton Seniors Coordinating Council April 23, 2015.

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Presentation transcript:

Enhancing Seniors’ Well-Being with Financial Literacy Jane Rooney, Financial Literacy Leader Edmonton Seniors Coordinating Council April 23, 2015

Overview Relationship between financial literacy and seniors’ well being Financial Literacy Leader’s role and mandate national strategy for financial literacy and Seniors’ strategy now available How we can collaborate

Financial literacy and seniors’ well-being The number of seniors carrying debt is increasing Canadians may not be saving enough for retirement Older Canadians are experiencing difficulty staying informed on financial matters

Canadian Financial Capability Survey 60% of Canadians don’t know how much to save for retirement 30% of Canadian adults are not preparing financially for retirement 30% of Canadian adults don’t know if they can maintain their desired standard of living in retirement

Perception-Reality Gap Seniors may be at greater risk of fraud due to perception-reality gap: Seniors rate themselves highest on their financial knowledge Score lower on assessments of their financial knowledge

Financial Literacy Leader Mandate: Collaborate and co-ordinate initiatives that strengthen the financial literacy of Canadians Develop and implement the national strategy for financial literacy

National strategy for financial literacy To be released in 2015 Steering Committee on Financial Literacy will champion the strategy and engage with stakeholders Strategy development involved public consultations

What we heard Recognize seniors as a diverse group Tailor our messages and programs Use teachable moments Collaborate for success

Strengthening Seniors’ Financial Literacy Goals for seniors: 1.Preparing financially for the future 2.Plan and manage financial affairs 3.Improve understanding of and access to public benefits for seniors 4.Create tools to combat financial abuse of seniors

Initiatives Underway Research on elder abuse — NICE “Your Money Seniors” — CBA Public Commitment on Powers of Attorney and joint deposit accounts — CBA “Fraud: Recognize. Review. Respond.” — Credit Union Central Canada

Canadian Financial Literacy Database

One-stop resource for information, tools, events Includes 861 resources from 75 organizations Info resource for financial services advisors, clients Networking tool for potential partners Self-assessment quiz

How to get involved Take advantage of “teachable moments” List your resources in the Canadian Financial Literacy Database Help raise awareness: Financial Literacy Month- November Fraud Prevention Month –March World Elder Abuse Awareness Day- June 15

Contact us ItPaysToKnow.gc.ca Consumer Services Centre: FCAC (3222) on Twitter Subscribe to FCACan on YouTube Like Financial Consumer Agency of Canada (FCAC) on Facebook Like Financial Literacy Month in Canada on Facebook Follow Financial Consumer Agency of Canada on LinkedIn Join the Financial Literacy in Canada group on LinkedIn