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Exclusive Invite Only Event - True Potential Centre for the Public Understanding of Finance Annual Conference 2017

Do you work in the personal finance or investment sector? Gain tangible insights on the importance of financial education from our expert practitioners; and be the first to hear the results of our latest research into the impact.

Tuesday 14th November, 2017 at Church House Conference Centre, Deans Yard, Westminster, London, SW1P 3NZ.

 

True Potential PUFin logo

The True Potential Centre for the Public Understanding of Finance (True Potential PUFin) is a pioneering Centre of Excellence for research in the development of personal financial capabilities. True Potential LLP have committed to a five-year programme of financial support for the Centre totalling £1.4 million.

Given the current economic climate, better financial capability is essential if individuals are expected to manage their finances effectively. Recent research demonstrates that the under-40s are less financially capable than their elders and there is also a need to help inform financial service providers, regulators, influencers and government. True Potential PUFin is the Open University Business School’s mechanism to deliver what the public and industry need.

Don’t miss out on the opportunity to hear from our handpicked expert speakers on a range of financial education topics, including:

  • The importance of financial education and the key points in how to make it effective for young people and adults
  • Innovative financial education initiatives and recent findings from the True Potential PUFin Centre’s research on the impact they have
  • The policy context and the National Strategy for Financial Capability
  • How FinTech can be used to improve financial capability

Speakers include:

Image of Kirsty Bowman-Vaughn

Kirsty Bowman-Vaughan

Senior Policy Manager, Money Advice Service

Kirsty will talk on 'The journey from childhood skills to adult financial capability.' Click to view the session synopsis.

Image of Will Brambley

Will Brambley

Research Associate, True Potential PUFin, The Open University Business School

Will will talk on 'Financial education for the Just About Managing: can we nudge people to act before they hit difficulty?' Click to view the session synopsis.

Image of Dr Gavan Conlon

Dr Gavan Conlon

Partner, London Economics

Gavan will talk on 'The journey from childhood skills to adult financial capability.' Click to view the session synopsis.

Image of Dr Jamie Godwin

Dr Jamie Godwin

Lead Data Scientist, True Potential LLP

Jamie will talk on "Technology in Finance." Click to view the session synopsis.

Image of Jeanette Makings

Jeanette Makings

Head of Financial Education Services, Close Brothers Asset Management

Image of Mick McAteer

Keynote: Mick McAteer

Co-Founder and Co-Director, The Financial Inclusion Centre

Mick will talk on 'Building a financially resilient and financially secure population: how important is financial capability?'. Click to view the session synopsis.

Image of Liz Moody

Liz Moody

Senior Lecturer, Executive Education, The Open University Business School

Image of Janette Rutterford

Janette Rutterford

Professor of Financial Management and also Research Professor, True Potential PUFin, The Open University Business School

Image of Martin Upton

Martin Upton

Director, True Potential PUFin, The Open University Business School 

Martin will talk on 'Managing My Money for Young Adults: getting school-leavers ready for financial independence'. Click to view the session synopsis.

Image of Helen White

Helen White

Head of Financial Capability, Money Advice Service

Helen's talk will be "Putting it into context: The Financial Capability Strategy for the UK." Click to view the session synopsis.

Facilitator: Nigel Cassidy

Financial Journalist and Former BBC Correspondent.

 

Click to download the programme.

For further information, please email the PUFin Event team.

FinCap Week logo

This conference forms part of Financial Capability Week. Financial Capability Week (FinCap Week) is an annual event which takes place in mid-November (13-19 November 2017). It celebrates, showcases and amplifies the work underway to improve financial capability and ultimately to improve financial wellbeing.

The week is organised as part of the Financial Capability Strategy for the UK and aims to get more people talking about money #TalkMoney.

Dates
Tuesday, November 14, 2017 -
12:30 to 16:45
Location
Church House Conference Centre, Deans Yard, Westminster, London, SW1P 3NZ
Contact
PUFin Event Team

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