Wednesday, 11 November 2015

Financial (In)Capability Strategy



 

I’m not sure whether to laugh or cry……how did it get this bad? Who is to blame? Perhaps more importantly though……what action will be taken?
 
Last week the Money Advice Service (an independent arm of the Government funded by the Financial Sector……so we can trust them……kind of) launched a 10 year Financial Capability Strategy. The aim is to improve the ability of adults to manage money day-to-day and deal with financial difficulties.
 
My initial reaction was to question whether this was really a good use of the vast cost involved (I would say that though……I am part funding it!!!!)……but then the rationale for the Capability Strategy was spelt out:
 
1.     1 in 4 adults are not in control of their finances (19 million adults don’t have an approach to budgeting that they feel works).
 
2.     1 in 5 adults cannot read a bank statement.
 
3.     1 in 4 adults have less than £500 in savings. This equates to 21 million people who don’t have sufficient savings to cover unexpected bills like replacing the fridge or mending the car.
 
4.     1 in 3 adults cannot calculate the impact of a 2% annual interest rate on £100 in savings.
 
5.     Only 50% of families have any life cover.
 
With figures like these, you would never think we were one of the world super powers with an economy that many nations would be envious of.
 
Surveys, strategies, initiatives, thematic reviews, etc. are all well-intentioned but they are only ever as good as the actions they evoke and the calls to actions that are fulfilled.
 
Time will tell. Watch this space

2 comments:

  1. Hi Steve, I believe the government want people to be somewhat thick with their finances or they would have incorporated good quality education in schools on the subject years ago, maths is one thing but financial nous is another.

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  2. An interesting point Paul……but is it not in the Government’s best interests to have a financially savvy population? The more you know, the better you save, the less of a burden on the state you are in retirement!

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