Rwanda-Finscope-2024-Report_compressed.pdf

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Rwanda FinScope Survey 2024
22 population growth of about 14% (1,1 million) from 7,1 million in 2020. Most Rwandans about 69% or 5.6 million adults reside in rural areas. Rwanda consists of a youthful population of about 44% (3.6 million aged 16-30, and slightly more females (52% or 4.2million). There have been improvements in educational attainments, those with primary qualification and below dropped to 67% (5.5 million) from 71% (4.9 million) in 2020 and those with sec - ondary education increased to 27% (2.1 million) from 21% (1.5 million) in 2020. Furthermore, although 81% (2.6 million) of households are still involved in farming, there has also been a notable decline in the number of households reliant on farming only down to 50% (1.6 mil- lion) from 61% (1.7 million) in 2020. This could be attributed to the 35% target of sustainable urbanisation significant in improving firms’ access to both critical services and a large pool of labor with a wide variety of skills. Figure 1: Demographic profile Rural 69% Total adult(16+)population 8,2M Youth (16-30 years) 44% Access to phone 87% Piece work 44% Self-employed 11% Primary education and below 67% Government /private worker 7% Farming 24% Refugees 1% Women 52% Rwanda FinScope Survey 2024
23 2 FINANCIAL INCLUSION ACCESS AND UPTAKE Rwanda FinScope Survey 2024
24 Financial inclusion refers to the availability and usage of financial products and services at affordable costs provided by professional institutions to all society segments including vulnerable and low-income population groups. The measurement of financial inclusion can be categorised into four dimensions: (i) access to financial services; (ii) usage of financial ser- vices; (iii) the quality of the products and (iv) impact/welfare on the individuals. The concept of “financial inclusion” is core to the FinScope methodology, and the framework below (Figure 2) illustrates the use of financial products and services available in the market. Financial inclusion takes into consideration the dynamic nature of the Rwandan market and consumers. Financially included are individuals who have or use formal and or informal financial prod- ucts and mechanisms. They may, for example, use someone else’s bank account or be cov- ered by someone else’s insurance. This includes: Formally served: Individuals who have or use products or services from financial institutions regulated by an Act of law (formal financial institutions). The formally served population can be further segmented into: Banked Individuals who have or use products or services from licensed commercial banks that are regulated by the central/reserve bank. Served by other formal financial institutions (non-bank): Individuals who have or use products or services from financial institutions regulated by Acts of law but are not classified as commercial banks. Informally served: Individuals who have or use products or services from financial institu- tions that are not regulated (informal financial institutions and mechanisms) and or use com- munity-based organisations or mechanisms to save or borrow money. Financially excluded: Individuals who manage their financial lives without the use of any financial product or mechanism outside of their relationships. When they borrow, they rely on family or friends and when they save, they save at home. Rwanda FinScope Survey 2024
25 Figure 2: Financial Inclusion Framework Financially included = have/use financial products and/or services – formal and/or informal Total adult population 16 years and older in Rwanda Formally served = have/use financial products and/or services provided by a formal financial institution (bank and/or non-bank). A formal financial institution is governed by a legal precedent of any kind and bound by legally recognised rules. Banked = have/use financial products / services provided by a bank, regulated by the Central Bank. Informally served = have/use financial products and/or services which are not regulated and operate without legal governance that would be recognised, e.g. tontine or moneylenders. Served by other formal financial institutions = have/use financial products/services provided by other regulated (non-bank) financial institutions, e.g. mobile money, SACCO or insurance, MFIs, pension fund, NDFIs, Fintechs, etc. Financially excluded = do not have/use any financial products and/ or services – neither formal nor informal. 2.1 Levels of financial inclusion in Rwanda Figure 3 highlights the overall financial products and services that Rwandans use in meeting their financial needs not eliminating product overlaps. Financial inclusion in Rwanda has reached 96% (7.8 million) up from 93% in 2020, getting closer to the universal access of 100% set target. There has been huge growth in formal financial inclusion or formally served from 77% (5.4 million) in 2020 to 92% (7.5 million) in 2024 surpassing the set target of 90% by 2024. Uptake and use of other formal non-bank products and services have drastically increased to 92% (7.5 million) from 75% (5.3 million) in 2020 driven largely by mobile mon- ey. The proportion of banked individuals remained similar with a slight increase in absolute numbers to 2020 (22%/1.6 million in 2020 vs 22%/1.8 million). While informal mechanisms or informally served continue to be relevant alternatives for adult Rwandans, there has been a decline to 72% (5.9 million) in 2024 from 78% (5.6 million) in 2020. Only 4% (316,000) of Rwandan adults are neither using formal nor informal financial products and or services (i.e. financially excluded). Figure 3: Overview of financial products/services (%) 4 96 92 92 72 Financial inclusion overview 2024 93 77 22 75 78 Financial inclusion overview 2020 22 7 Financially included Formally served Banked Other Formal (non-bank) Informal Excluded Rwanda FinScope Survey 2024 26 2.2 Overlaps in product use by the financially included Consumers generally use a combination of financial mechanisms/channels to fulfil their fi- nancial requirements. For instance, someone may be banked and receive their salary through a bank account while also participating in a savings group. Their financial needs may be met by both formal and informal products and services. The comparisons between 2020 and 2024 reveal a shift caused mainly by increased uptake in other formal non-bank products (Figure 4). • Two-thirds (68%/ 5.5 million) of adults use a combination of formal and informal mech- anisms to manage their financial needs (up from 63%/ 4.4 million in 2020). About 16% (1.3 million) of adults use all three combinations that are banks, non-bank formal, and informal, while about half of the Rwandans 52% (4.2 million) use a combination of non- bank formal products and informal mechanisms (up from 35%/2.5 million in 2020). This indicates that Rwandans’ needs are not fully met by the formal sector alone. • About 18% (1.5 million) of Rwandan adults use only other formal non-bank products con- tributing to driving formal financial inclusion. Interestingly, no adults rely solely on bank services; instead, they use a combination of products like insurance, pension, or mobile money. • There has been a significant decline in adults relying only on informal products (16%/ 1.1 million in 2020 versus 4%/ 317,000 in 2024). This indicates that those who used to rely ex- clusively on informal mechanisms are now also able to use formal financial products/ser- vices like mobile money or financial agents. The vulnerability, therefore, is being reduced. Figure 4: Financial inclusion overlaps 16% 6% 0.% Banked 0.% Other formal (non-bank) 18% 2024 (%) 2020 (%) Informal 4% Excluded 4% Excluded 7% 52% 16% 6% 0% Banked 0% Other formal (non-bank) 8% Informal 16% 46%

Rwanda FinScope Survey 2024
27 2.3 Financial Access Strand The FinScope Access Strand is a key indicator in determining and segmenting financial in- clusion. It is constructed based on the premise that the goal of financial inclusion initiatives is formal financial inclusion. The Access Strand removes overlaps and classifies the usage of products from those who are banked to adults who use informal mechanisms only. It is, therefore, constructed to illustrate the: % of adults who are banked, i.e. % of adults who are served by commercial banks % of adults who are formally served but not banked, i.e. % of adults who are served by non-bank formal financial institutions but not by commercial banks % of adults who are informally served but not formally served, i.e. % of adults who are only informally served % of adults who are financially excluded. Access strand figure 5 illustrates the following: Around 22% (1.8 million people) of Rwandans are banked or have bank accounts in their name The percentage of adults who are not banked but use non-bank formal financial services increased significantly to 70% (5.7 million) in 2024 from 55% (3.8 million) in 2020, driven largely by mobile money usage. The proportion of adults exclusively using informal products, without any formal products, dropped to 4% from 16% (1.1 million) in 2020. Financial exclusion has dropped by three percentage points from 7% in 2020 to 4% in 2024. Approximately 317,000 adult Rwandans are financially excluded. These in- dividuals neither use formal nor informal products but may be saving at home and borrowing from friends and family. Figure 5: Rwanda Financial Access Strand (%) 22 22 70 55 4 16 4 7 2024 2020 Formally served (77%) Formally served (92%) Banked Other Formal (non-bank) Informal ONLY Excluded Comparisons of financial access strands among demographic categories reveal that a ‘one size fits all’ approach will not be successful. Tailored interventions are the most likely to lead to desired outcomes. Figures 6-11 show different Financial Access Strands (FAS) across vari- ous factors. FAS by area: The urban-rural gap between financially included adults has reduced to 1% in 2024 from 6% in 2020. About 96% of the rural populace is financially included, versus 97% of the urban population. The increased usage of formal financial products has assisted greatly in reducing the exclusion rates in both urban and rural areas. Though the overall financial inclu- sion gap has reduced, the rural populace still lags in the uptake of banking services. Rwanda FinScope Survey 2024
28 Formal inclusion in urban areas is driven chiefly by the high uptake of banking services and mobile money, while in rural areas, it is driven mostly by mobile money. Reliance on exclu- sively informal products and mechanisms has significantly reduced among the rural popula- tion. Figure 6: Access Strand by area (%) Rural 2020 Urban 2020 Rural 2024 Urban 2024 39 14 56 11 56 76 39 60 2 6 3 20 3 4 3 9 Banked Other Formal (non-bank) Informal ONLY Excluded FAS by gender: The financial inclusion gender gap remained at 1% in favor of males, 96% of females are financially included, versus 97% of males. The gender gap increases to 4% when we look at the formally served males (94%) versus females (90%). The use of non-bank formal, especially mobile money is driving inclusion and reducing reliance on exclusively informal mechanisms among both males and females. A higher proportion of unbanked females (73%) are using other formal channels versus 67% of males. Though there is a decline in the use of banking services by both males and females, males are more likely to use bank services, 10% higher than females (17%). Figure 7: Access Strand by gender (%) 17 27 19 26 73 67 54 55 6 3 19 12 4 3 8 7 Female 2024 Male 2024 Female 2020 Male 2020 Banked Other Formal (non-bank) Informal ONLY Excluded FAS by age groups: The uptake of formal products or services is high among all age groups, with mobile money pushing the boundaries for both youth and seniors. However, the exclu- sion rate is high among young adults aged between 16 and 17 years as they are more likely to be unserved or underserved, and still studying. Similarly, senior adults (61+) also are likely to be excluded as they may not be technologically savvy to adopt mobile financial products Rwanda FinScope Survey 2024 29 Figure 8: Access Strand by age groups (%) Banked Other Formal (non-bank) Informal ONLY Excluded 2020 61+ (2024) 2020 31-60 (2024) 2020 18-30 (2024) 2020 16-17 (2024) 2020 Adults (31+) 2020 Youth (16-30) 18 18 14 4 6 12 5 3 16 5 8 16 18 36 4 4 13 9 4 2 15 4 7 7 21 10 24 24 12 4 20 20 26 26 18 18 72 56 69 54 64 42 73 58 69 54 68 52 People with disabilities: About 93% of people with disabilities use formal financial products or informal services to meet their needs. Mobile money (66%) and Umurenge SACCOs (34%) played a more significant role in pushing the boundaries of formal financial access for this group. Figure 9: Access Strand by adults with disabilities (%) Banked Other Formal (non-bank) Informal ONLY Excluded 15 14 57 74 18 5 9 7 Within disabled people (2024) Within disabled people (2020)

Refugees: Access to a financial transaction account helps refugees and other displaced people become self-reliant and economically independent. It is normal in other markets that many refugees would have no access to banks and other mainstream financial services. This creates an enormous hurdle on their way to self-reliance and economic independence. However, this is not the case in Rwanda, where specific interventions and supportive policies facilitate higher financial inclusion among refugees as 37% of refugees have bank accounts. Further 62% rely on other formal (non-bank) financial products or services to meet their needs, mobile money and Umurenge SACCOs. Figure 10: Access Strand by refugees (%) Banked Other Formal (non-bank) Informal ONLY Excluded Total Population Refugees 37 22 62 70 4 1 4