Factoid Slides - Nielsen

ARE WE FINANCIALLY PREPARED FOR THE FUTURE? AN INSIGHT QUIZ

@Nielsen January 2014

Copyright © 2013 The Nielsen Company. Confidential and proprietary.

GLOBALLY, THOSE WHO ACTIVELY SAVE, PRIORITIZE LONGER-TERM FINANCIAL GOALS OVER LIFE EVENTS?

TRUE

FALSE

LIVE EVENTS, LIKE HEALTH ISSUES (42%) AND UNEXPECTED HOUSEHOLD EMERGENCIES (41%) TOOK PRIORITY OVER LONGER-TERM SAVING GOALS LIKE RETIREMENT (35%) AND CHILDREN’S FUTURE (34%) Copyright © 2014 The Nielsen Company. Confidential and proprietary.

AMONG GLOBAL ACTIVE SAVERS, WHAT PERCENT BELIEVED THEY WOULD ACHIEVE ALL THEIR FINANCIAL GOALS FOR THE FUTURE?

23%

37%

51%

YET, ONLY 28 PERCENT FELT THAT THEIR CURRENT FINANCIAL PLANNING WOULD HELP THEM ACHIEVE IT


69%

CONFIDENCE IN FINANCIAL PLANNING WAS HIGHEST AMONG RESPONDENTS FROM WHICH REGION?

ASIAPACIFIC

MIDDLE EAST/ AFRICA

NORTH AMERICA

SEVENTY-EIGHT PERCENT WERE CONFIDENT THEY WILL ACHIEVE THEIR FINANCIAL GOALS FOR THE FUTURE Copyright © 2014 The Nielsen Company. Confidential and proprietary.

LATIN AMERICA

RESPONDENTS FROM WHICH REGION HAD THE MOST DIVERSIFIED STRATEGIES TO SAVE FOR HEALTH-RELATED ISSUES?

ASIAPACIFIC

EUROPE

MIDDLE EAST/ AFRICA

NORTH AMERICA

SAVINGS PLANS INCLUDED INVESTMENT PRODUCTS SUCH AS: LOCAL BANK ACCOUNTS, WHOLE LIFE INSURANCE, GOVERNMENT-INITIATED PRODUCTS, PURE-TERM LIFE INSURANCE, COMPANY PENSION, PRIVATE PENSION AND INVESTMENT-LINKED INSURANCE Copyright © 2014 The Nielsen Company. Confidential and proprietary.

COMMON MEETING FINANCIAL GOALS TAKES A MONETARY COMMITMENT

HALF OF RESPONDENTS IN ASIAPACIFIC AND MIDDLE EAST/AFRICA INCREASED THE PERCENTAGE OF TAKE-HOME PAY IN THE LAST 12 MONTHS DEDICATED TOWARD REACHING FINANCIAL GOALS

UNCOMMON Copyright © 2014 The Nielsen Company. Confidential and proprietary.

GLOBALLY, RESPONDENTS WERE MOST LIKELY TO USE LOCAL BANK ACCOUNTS TO FUND UNEXPECTED HOUSEHOLD EMERGENCIES

TRUE

FALSE

CASH WAS THE PRIMARY METHOD ACROSS ALL REGIONS TO FUND HOUSEHOLD EMERGENCIES --- EUROPE (65%), NORTH AMERICA (61%), ASIA-PACIFIC (56%), LATIN AMERICA (49%), AND MIDDLE EAST/AFRICA (47%) Copyright © 2014 The Nielsen Company. Confidential and proprietary.

IN NORTH AMERICA, WHAT’S THE ONE FINANCIAL GOAL ALLOCATED WITH THE HIGHEST MONTHLY CONTRIBUTION?

UNEXPECTED EMERGENCIES

HEALTH ISSUES

RETIREMENT

LOSS OF INCOME

THIRTY PERCENT SAID IT’S THE ONE GOAL WITH THE HIGHEST MONTHLY CONTRIBUTION, MORE THAN DOUBLE THE GLOBAL AVERAGE OF 12% Copyright © 2014 The Nielsen Company. Confidential and proprietary.

TWENTY PERCENT OF EUROPEAN RESPONDENTS HAD NO PLANS TO SAVE FOR RETIREMENT NOW OR IN THE FUTURE

TRUE

FALSE

FORTY PERCENT OF EUROPEAN RESPONDENTS HAD NO PLANS FOR RETIREMENT SAVINGS, WHICH IS NEARLY DOUBLE THE GLOBAL AVERAGE OF 22% Copyright © 2014 The Nielsen Company. Confidential and proprietary.

AMONG HALF OF GLOBAL ACTIVE SAVERS, WHAT WAS THE AVERAGE TIME FRAME TO ACHIEVE RETIREMENT GOALS?

LESS THAN 1 YEAR

10 YEARS OR MORE

1 TO 3 YEARS

3 TO 5 YEARS

RESPONDENTS FROM EUROPE (56%), NORTH AMERICA (52%) AND LATIN AMERICA (52%) EXCEEDED THAT AVERAGE


WHICH REGION ACTIVELY SAVES FOR THEIR CHILDREN’S FUTURE AT A HIGHER RATE THAN THE GLOBAL AVERAGE?

ASIAPACIFIC

EUROPE

MIDDLE EAST/ AFRICA

NORTH AMERICA

WITH 43% OF RESPONDENTS SAVING FOR THEIR CHILDREN’S FUTURE, THEY EXCEED THE GLOBAL AVERAGE OF 34%


COMMON GLOBAL PRIORITIZATION OF SAVING FOR CHILDREN’S FUTURE IS LARGELY DICTATED BY LOCAL MARKET DYNAMICS

IN EVERY REGION (EXCEPT NORTH AMERICA) IT WAS THE SINGLE GOAL THAT RECEIVED THE HIGHEST MONTHLY INCOME ALLOCATION AMONG ACTIVE SAVERS

UNCOMMON Copyright © 2014 The Nielsen Company. Confidential and proprietary.

AMONG ACTIVE SAVERS, A MAJORITY IN ALL REGIONS, EXCEPT FOR ________, BELIEVED THEY WOULD MEET THEIR GOALS FOR A FIRST-TIME PROPERTY PURCHASE IN LESS THAN 3 YEARS

ASIAPACIFIC

EUROPE

MIDDLE EAST/ AFRICA

NORTH AMERICA

RESPONDENTS IN EUROPE BELIEVED A FIRST-TIME PROPERTY PURCHASE WOULD OCCUR IN LESS THAN 5 YEARS
