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Financial Health Check – An Interactive Approach to Planning Personal Finance

  • Lecture Theater 2 Buccleuch Place Edinburgh, Scotland EH8 9JS (map)
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Free Event

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Occasionally, we are woken up by news headlines about the poor financial health and literacy of UK consumers:
● “Millions of people in the UK are affected by problematic debt, and many are too ashamed to seek help”.
● “One in three middle-class adults said they would need to borrow money to pay a surprise £500 bill”.
● “Half of British workers cannot afford to retire”.

We are developing an application to measure, track and improve the financial health of UK consumers. In this talk we will present the project, its objectives and early outcomes. Afterwards, a panel of industry experts will be discussing measures and their experiences in how to improve the financial well-being of UK consumers.

This event will be hosted Tuesday 20th of March in University of Edinburgh Business School:
● Registration: 2.30 - 3.00pm
● Project presentation: 3.00 - 3.30pm - Andrej Svetlosak (University of Edinburgh)
● Experts roundtable: 3.30 - 4.00pm - Academics and banking data experts including Tina Harrison (University of Edinburgh), Jo Watts (Effiny), Euan Robertson (Insight and Action).
● Q&A: 4.00 - 4.15pm
● Networking and drinks: 4.15 - 5.00pm

If you are concerned about financial inclusion and financial well-being come and joins us. Participants from all backgrounds are welcomed including industry, students and academia.