retirement.org.nz

Welcome

Diana Crossan, Retirement Commissioner

Summit Opening

Hon Bill English, Minister of Finance

Keynote Address

Dr Annamaria Lusardi, Professor of Economics, Dartmouth College, USA
Wealth, money, knowledge: how much do people know? Where are the gaps? What’s working? What’s next?
Chair: Professor Keitha Dunstan, Member of the Securities Commission and Head of School of Accounting and Commercial Law, Victoria University of Wellington
Commentators:
Adrian Orr, Chief Executive, NZ Superannuation Fund
Andrew Jackson, Deputy Secretary Competition, Trade and Investment, Ministry of Economic Development

Keynote Address

Wendy van den Hende, Chief Executive, Personal Finance Education Group (pfeg), UK

Getting financial education into schools - why is the UK investing so heavily in it? What's the impact been? What are the lessons for New Zealand?

Chair: Jenny Fagg, Chief Executive Officer, ANZ National
Commentators:
Karen Sewell, Secretary for Education
Donna Dentice, Chief Executive, Young Enterprise Trust

Lifting New Zealanders' financial literacy.  Are we making progress?  Can we do more?

Diana Crossan, Retirement Commissioner

Diana Crossan will assess progress against the National Strategy for Financial Literacy and discuss the findings of the second ANZ-Retirement Commission Financial Knowledge Survey. She will review where we've come, look ahead to the next steps and take questions from the floor.

Parallel Sessions

1.   Financial education in schools and tertiary institutions.

Chaired by Jan Anderson, Principal, Otago Girls' High School
with:
Carolyn Stuart, Principal, Tawa Intermediate
Toni O’Neill, Principal,  Arowhenua Maori School
Lyn Morris, Financial Literacy National Director, Young Enterprise Trust
Don Farr, Skills Policy Advisor, New Zealand Council of Trade Unions

2.   Finance sector role in financial education.

Chaired by Ralph Stewart, Chief Executive Officer, AXA
with:
Diane Tate, Director, Financial Services, Corporations, Community, Australian Bankers' Association Inc.
Sean Carroll, Managing Director, Asteron
Martin Lewington, Head of Mercer NZ, Mercer (NZ) Ltd

3.   Research and evaluation.

Chaired by David Feslier, Executive Director, Retirement Commission
with:
Alison O’Connell, Researcher and Consultant
Annamaria Lusardi, Professor of Economics, Dartmouth College, USA
Suzanne Snively, Partner, PricewaterhouseCoopers

Summit Closing

Paul Brock, Acting Chief Executive, Kiwibank
Diana Crossan, Retirement Commissioner