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An inclusive approach to financial products
 — beyond financial inclusion: involving older people
Author(s)Jackie Wells
Corporate AuthorAge Concern England - ACE
PublisherAge Concern England, London, 2008
Pages60 pp
SourceAge Concern England, Astral House, 1268 London Road, London SW16 4ER. Website: http://www.ageconcern.org.uk E-mail (Jackie Wells): jackie@jackiewells.co.uk
KeywordsFinancial services [older people] ; Financial institutions ; Usage [services] ; Consumer ; Participation ; Reports.
AnnotationAs part of its 'Beyond financial inclusion' policy initiative, Age Concern England (ACE) is seeking to engage with financial services organisations to develop a more inclusive approach to the design, delivery and documentation of their products. This report by independent consultant Jackie Wells sets out policy objectives, and five principles for product and service design which it is believed could resolve some of the exclusion or difficulties faced by older people: adaptability, accessibility, fairness, usable information, and minimising hazards. Implications and benefits for financial services are described. Other individuals and organisations have provided input to the project, which received support from Lloyds TSB and Scottish Widows. (RH).
Accession NumberCPA-090109005 B
ClassmarkJ: WNL: QLD: WY: TMB: 6K

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