sonja kelly - financial services & aging

#17MCSummit

17TH MICROCREDIT SUMMITGENERATION NEXT: INNOVATIONS IN MICROFINANCE

Financial Services & Aging

Preparing for and Serving the Needs of the Older Generation

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Agenda

• Global financial inclusion industry survey results• Practical ways to engage with aging and older

adults– John Hatch– Pilar Contreras– Reynold Walter– Caroline van Dullemen

• Audience talkback

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3

Population pyramids: 1950

Source: United Nations, 2010

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Proportion of population aged 60-plus, 2012


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Proportion of population aged 60-plus, 2050


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• Health• Income• Financial literacy/capability• Technology• Access• Consumer protection

Top issues facing older adults

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Do

you

prov

ide

finan

cial

ser

vice

s di

rect

ly to

old

er a

dults

?

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What are the top products older adults need?

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Additional findings

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Agenda

• Global financial inclusion industry survey results• Practical ways to engage with aging and older

adults– John Hatch– Pilar Contreras– Reynold Walter– Caroline van Dullemen

• Audience talkback

#17MCSummit


Audience talkback

• How have you approached this issue in your work? • Do you know someone who is an older adult, and

what have you learned from their experience?• What more would you need to know in order to

engage more with older adults in your work?• Do you have any questions for the panelists?

sonja kelly - financial services & aging

Economy & Finance

united nations

productsolder adults

practical ways

proportion of population

order toengage