Plan Vital: Finance and Technology for Older Adults

Finance and Technology for Older Adults

The Vital Plan for Older Adults implemented a pilot with 53 participants, achieving 100% in-person attendance. The program aimed to strengthen their financial skills, promoting their economic and social inclusion through training processes tailored to their needs.

Finance and Technology for Older Adults

The Challenge

Older adults face barriers to financial inclusion, including fear of making mistakes, reliance on third parties for managing passwords, and gaps in digital security—particularly in protecting personal data. These challenges are compounded by the need for accessible, in-person learning environments that support meaningful participation.

The Solution

The Vital Plan for Older Adults implemented a pilot with 53 participants, achieving 100% in-person attendance. Through tailored, in-person training processes, the program strengthened financial skills while creating accessible learning spaces, fostering confidence, autonomy, and greater economic and social inclusion.

Results

52% improved their digital and financial skills
100% developed an individual action plan
72% improved their use of WhatsApp
67% strengthened their personal finance management

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