27-28 October 2011
Organised by the OECD and the Financial Services Board of South Africa, this Conference on Financial Education for All brought together experts from around the world to share their experiences of designing and establishing effective financial education initiatives to support and protect consumers. |
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Discussions focused on:
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The conference was held back-to-back with 2011 OECD-IOPS Global Forum on How to Build Adequate, Long-Term Pension Savings (25-26 October) and the World Bank and Financial Education Fund Workshop on Impact Evaluation Methods for Financial Capability Enhancement Programs (31 October-1 November).
Information regarding the 8th meeting of the International Network on Financial Education (INFE) and its Subgroups, held on 25-26 October 2011, is available on the INFE site for members.
Conference documents
Information NoteInformation Note
DAY 1 – Thursday 27 Oct 2011
Opening
• Opening remarks and keynote address by Mr. Nhlanhla Nene, Deputy Minister of Finance, South Africa
• Opening remarks by Mr. Rintaro Tamaki, Deputy Secretary-General, OECD
Session 1 - Effective Communication on Pensions
Moderator: Mr. Ross Jones, President of International Organisation of Pension Supervisors (IOPS), Vice-Chair of Australian Prudential Regulation Authority (APRA)
Speakers:
• Ms. Fiona Stewart, Principal Administrator, Pension, OECD
• Ms. Vanessa Rubio, Head of Information and Promotion Unit, National Commission for the Pension System (CONSAR), Mexico
• Mr. Jurgen Boyd, Deputy Executive Officer, Retirement Funds, Financial Services Board, South Africa
• Mr. Darren Mc Shane, Executive Director, Mandatory Provident Fund Schemes Authority, Hong Kong
Discussant: Mr. Antoni Ballabriga Torreguitart, Director of Corporate Responsibility, BBVA, Spain
Session 2 - Financial Consumers Empowerment: Combining financial education and consumer protection approaches
Moderator: Mr. André Laboul, Head of the Financial Affairs Division, Chair of the International Network on Financial Education, OECD
Speakers:
• Mr. Ashley Searle, Consumer Protector/Director, Office of Consumer Protection, Western Cape Department of Economic Development
• Ms. Ursula Menke, Commissioner, Financial Consumer Agency of Canada
• Mr. Saran Prashant, Whole time member, Securities and Exchange Board of India (SEBI)
Session 3 - Roundtable on Financial Education in Africa
Moderator: Ms. Ingrid Goodspeed, Chief Director, Financial Inclusion and Market Conduct, National Treasury, South Africa
Speaker:
• Ms. Chiara Monticone, Policy Analyst, OECD: General Overview of Financial Education in Africa
Roundtable:
• Mr. Japheth Katto, Chief Executive Officer, Capital Markets Authority, Uganda
• Ms. Olivia Davids, Head of Consumer Education Department, Financial Services Board
• Mr. Chisha Mwanakatwe, Director of Non Bank Financial Institutions Supervision, Bank of Zambia
• Dr. Bola Fajemirokun, Executive Director, Development Initiatives Network of Nigeria
DAY 2 – Friday 28 Oct 2011
Levels of financial literacy worldwide: where do we stand? Results of the OECD/INFE International Pilot Survey
• Ms. Adele Atkinson, Policy Analyst, OECD
WORKSHOPS - From Policies to Practices: Delivery channels, Effective Outreach and Evaluation
WORKSHOP 1 - Reaching out to young people: Financial Education in Schools - Challenges, operational solutions and impact evaluation
Facilitator: Ms. Flore-Anne Messy, Principal Administrator, OECD
Commentators:
• Mr. Lyndwill Clarke, Manager of Formal Education, Consumer Education Department, Financial Services Board, South Africa
• Mr. Vasco Cavalcanti, Head of Department, Securities and Exchange Commission of Brazil (CVM)
• Mr. G. P. Garg, Chief General Manager, Securities and Exchange Board of India (SEBI)
WORKSHOP 2 - Reaching out to adults: Borrowing and Savings programmes - Experiences and their evaluation
Facilitator: Ms. Adele Atkinson, Policy Analyst, OECD
Commentators:
• Ms. Nomsa Motshegare, Acting Chief Executive Officer, National Credit Regulator, South Africa
Session 4 - Financial inclusion: Using financial education to reach out to underserved groups and the informal sector
Moderator: Mr. Ismail Momoniat, Deputy Director General, Financial Inclusion and Market Conduct, National Treasury, South Africa
Speakers:
• Mr. Pungky P. Wibowo on behalf of Mr. Muliaman Hadad, Deputy Governor, Bank Indonesia
• Dr. K C Chakrabarty, Deputy Governor, Reserve Bank of India
Discussants:
• Mr. Thami Bolani, Chair, National Consumer Forum, South Africa
• Dr. Penny Hawkins, Theme Coordinator, Policy and Regulation, Finmark Trust, South Africa
Conclusion
• Closing remarks by Mr. Gerry Anderson, Deputy Executive Officer of Market Conduct and Consumer Education, Financial Services Board, South Africa
Contacts
If you have any questions, please contact:
OECD
Ms. Marta Trzcinska, Assistant, Marta.Trzcinska@oecd.org, tel: +33 (0)1 45 24 85 55
Mr. Andrea Grifoni, Policy Analyst, Andrea.Grifoni@oecd.org, tel: +33 (0)1 45 24 83 53
Financial Services Board of South Africa
Ms. Olivia Davids, Head: Consumer Education Department, Oliviad@fsb.co.za, tel. +2712 428 81 23
The OECD International Gateway for Financial Education:
Documents connexes