innovative techniques for delivering & evaluating programmes

11
DIANA CROSSAN Retirement Commissioner New Zealand 9 th November 2010 IFIE/IOSCO Investor Education Conference Innovative techniques for delivering & evaluating programmes

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Innovative techniques for delivering & evaluating programmes. Efficient and effective regulation. Thriving economy – competitive and efficient markets. Consumers exercise market power. Diversified market for financial products and services. Consumer protection for fraud/scams. - PowerPoint PPT Presentation

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Page 1: Innovative techniques for delivering & evaluating programmes

DIANA CROSSANRetirement CommissionerNew Zealand

9th November 2010IFIE/IOSCO Investor Education Conference

Innovative techniques for delivering & evaluating programmes

Page 2: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Contributors to personal financial wellbeing of New Zealanders

Personal financial

wellbeing for New Zealanders

Consumers exercise

market power

Consumer protection for fraud/scams

Trustworthyfinancial sector

Security net welfare provision

Financially literate

population

Diversified market for financial

products and services

Thriving economy – competitive and efficient

markets

Efficient and effective regulation

Page 3: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Lifting the nation’s financial literacy

Schools Tertiary Community Workplace 60 plus

Page 4: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Hierarchy of financial education needs

Derivatives

Portfolio management

Retirement drawdown

TrustsWorkplace super

Wills

Mortgages

Taxation

InflationSaving Consumer rig

hts

Net worthIncomeBankingBudgeting

Goal setting

Debt managementCredit cards

Specialist

Occasional

Everyday

Interest

Insurance

Spending

Investing

Page 5: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Investing movie

Page 6: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Adults learn in different ways

Website Booklets Seminars

Page 7: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Your investment profile

Types of investment

Advice checklist

8 rules for sorted

investing

Investing

Page 8: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Risk recommender - calculator

Page 9: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Risk recommender - results

Page 10: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Page 11: Innovative techniques for delivering & evaluating programmes

Innovative techniques for delivering & evaluating programmes

9th November 2010

Evaluation and monitoring

OECD INFE subgroup guidelines