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Financial Literacy and Advice: Driving Confidence, Protection and Wellbeing

September 30 @ 9:30 am - 1:30 pm CEST

Date: 30 September 2025 | Time: 09:15 – 13:00 | Location: Renaissance Brussels Hotel

*Under the patronage of the European Parliament


BETTER FINANCE is teaming up with EFPA to promote the importance of Financial Health through a full-day event at the Renaissance Brussels Hotel: “Financial Literacy and Advice: Driving Confidence, Protection and Wellbeing.” The conference examines how financial literacy, professional advice, and a more streamlined investor journey can contribute to achieving the objectives of the Savings and Investments Union (SIU).

During this conference, BETTER FINANCE and EFPA will present their joint research study on the financial health of Europeans. For this study, BETTER FINANCE and EFPA surveyed over 14,000 adults in 10 countries, offering a data-driven snapshot of citizens’ financial behaviours and vulnerabilities.

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Programme

09:00 – 09:30 | Registration


09:30 – 09:45 | Opening Remarks


09:45 – 10:30 | Presentation of 2025 Report ¨Financial Health of EU Citizens – Quantitative Research¨

Exclusive first look at comprehensive research revealing the current state of financial well-being across European Union member states, including key findings and recommendations for policymakers.


10:30 – 11:15 | Fireside Chat: Reaction to the Report

EU policymakers and regulatory experts discuss immediate and long-term policy responses to address the challenges identified in the financial health report.


11:15 – 11:30 | Coffee Break


11:30 – 12:45 | Panel 2: Can We Have It All? Financial Advice at the Crossroads

Exploring innovative strategies to connect EU citizens with capital markets through enhanced advisor capabilities and digital transformation.


12:45 – 13:00 | Closing Remarks


13:00 – 13:45 | Light Lunch

 

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Speakers

Rasmus Andresen, Member of the European Parliament, ECON Committee

Jacopo Borgognone, Senior Advisor for Capital Markets, EBF

Emanuele Carluccio, Chair, EFPA

Andrea Liesenfeld, Deputy, EC DG FISMA B3 -Retail Financial Services

Aleksandra Maczynska, Managing Director, BETTER FINANCE

Laura Noonan, Journalist, Bloomberg

Josep Soler-Albertí, Board Member, EFPA (EFPA Spain)

Mariola Szymanska, Board Member, EFPA (EFPA Poland)

Riikka Torppa, Deputy Head of Cabinet, Commissioner Albuquerque

William Vidonja, Head of Conduct of Business, Insurance Europe

 

Details

Date:
September 30
Time:
9:30 am - 1:30 pm
Event Category:

Venue

Brussels, Belgium + Google Map