Rwanda-Finscope-2024-Report_compressed.pdf

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Rwanda FinScope Survey 2024 40 3.2 Mobile money usage Traditionally, the financial sector was predominantly occupied by banks, which were brick- and-mortar establishments with few branches. In the present day, mobile money, wallets, branchless banking, and agents among others have been introduced to ensure a lifeline in the financial sector. This section will unpack the use of mobile wallet from the consumer’s perspective to understand the factors that lead to usage and the obstacles that stand in the way of utilisation. Awareness of mobile money is now substantially high with 98% of Rwandans aware of mo- bile money. Approximately 77% (6.3 million) of adults have registered mobile wallet, up from 60% (4.3 million) in 2020. About 86% (6.9million) Rwandan adults have used mobile money services, contributing to high levels of formal financial inclusion. There has been significant growth in use of mobile money services since 2020, driven also by those who used someone else’s mobile wallet. Figure 25: Mobile money status (%) Mobile money account Use mobile money (no account) Not using mobile money 2024 2020 77 60 38 14 9 2 Figure 26 shows the role mobile money plays in making a difference among vulnerable groups. Among mobile money clients, the majority are from rural areas, youth, and working in the informal sector or engaged in farming activities.
Figure 26: Mobile money uptake/use by demographics (%) 87 72 81 72 96 95 78 76 59 Self employed Urban Rural Male Female Formal Informal Farming Dependents Transactions performed: Money transfers, airtime purchases, and bill payments are among the services available to mobile money users. It is encouraging to note that transactions per- formed via mobile money go beyond remittances. The highest number of financial transac- tions performed by mobile money users was depositing or withdrawing money (92%). About half (52%) of mobile money users used mobile money for sending or receiving money from someone. It is clear that mobile money is increasingly becoming a savings (38%) and credit (15%) channel. The collaboration between banks and Mobile Money Operators is yielding some tangible results but should be taken a notch higher.

Rwanda FinScope Survey 2024
41 Figure 27: Activities conducted by mobile money users (%) 93 52 41 38 26 16 15 3 Deposited or withdrew money Sent money to, or received money from someone Bought airtime top-ups or paid a mobile phone bill Saved money Paid a bill Paid goods and services Borrowed money Received wages Challenges encountered: The main challenge reported by mobile money users is money laundering (16%). Inconsistent availability of agents (9%), cash availability (8%), and service re- liability or poor mobile network (8%), fraud (6%) also top the list of key challenges that mobile money users are facing. On the affordability question, half (51%) of the mobile money users feel that mobile money fees or charges are expensive. This may explain the behaviour of adults who prefer to use cash for transactions. Barriers: The key barrier for those not using mobile money (23% of the adult population), relates to not having a mobile phone and lack of product knowledge. Raising greater aware- ness to encourage use is crucial, especially in rural areas with low uptake. Figure 28: Barriers to opening a mobile wallet (%) 62 10 9 8 4 3 No mobile phone Do not need the product (do not make any transactions) Other No product knowledge No identification documents Affordability 3.3 Microfinance institution The microfinance sub-sector is an integral component of Rwanda’s financial system. This sector plays a critical role in driving financial inclusion by connecting the rural population and lower-income groups to financial sector. FinScope 2024 findings indicate that about 636,000 (8%) adults have accounts with a microfinance institution (MFI), showing a slight decline from 9% (671,000) in 2020. MFI clients are more likely to have savings (391,000 or 5%), than MFI credit accounts (248,000 or 3%). Rwanda FinScope Survey 2024 42 Figure 29: MFI usage (%) 8 5 5 3 2 9 MFI penetration MFI Savings MFI Credit 2024 2020 Further analysis or profiling of MFI clients shows that MFIs are extending their services to the rural populace and the vulnerable. MFIs can also offer their services to different target groups such as farmers, formally employed, etc. Figure 30 below shows an overview of the profile of adults who have MFI accounts. They are significantly skewed towards: Males and adults residing in rural areas Seniors aged between 31-45 years Source of income from farming. Figure 30: Penetration of MFIs by demographics Self employed Urban Rural Male Female Youth Seniors Formal Informal Farming Dependents 46 54 60 40 33 67 23 17 20 33 7 3.4 Umurenge SACCO Umurenge SACCO is a government initiative specifically aimed at increasing the accessibil- ity of financial services to Rwandan citizens. The concept of Umurenge SACCO was based on an understanding that banks and other financial institutions were more concentrated in urban areas, while most of the Rwandan population lives in rural areas. Umurenge SACCO is a Rwandan-based savings and credit cooperative whose objective is to pool savings for the members and, in turn, provide them with credit facilities. Unlike banks, SACCOs are primarily formed to raise the social welfare standard of members. The membership of Umurenge SACCOs has declined to 28% from 36% in 2020, as illustrated by the FinScope 2024 findings. There are 2.3 million adult members in 2024, compared to 2.5 million in 2020. The use of SACCOs’ accounts is skewed towards savings (15% or 1.2 million), with only minimal use of SACCOs for credit purposes, (5% or 369,000). Notably, there has been a drop in Rwandans who are saving via Umurenge SACCO.

Rwanda FinScope Survey 2024
43 Figure 31: Umurenge SACCO penetration (%) Overall penetration Savings Credit 2024 2020 6 26 36 5 15 28 Unlike commercial banks, which tend to serve the employed or those with regular and steady sources of income, and adults residing in the urban areas, the client base of Umurenge SAC- COs skews towards adults residing in the rural areas of Rwanda. Findings reveal that SACCOs are also more likely to have more customers who are farmers (43%), and in the informal sector (28%). The Umurenge SACCOs initiative is proving to be successful in providing formal services to Rwandans who would most likely not use formal financial services. Figure 32: Usage of SACCOs by demographics Self employed Urban Rural Male Female Youth Seniors Formal Informal Farming Dependents 27 73 52 48 28 73 8 11 28 43 10 3.5 Savings Savings are the leading product type and one of the main drivers for financial inclusion in Rwanda, for both the formal and informal sectors. This is encouraging as savings are the doorway to enabling adults to create wealth, pay for household furniture and equipment, and most importantly, enable adults to use savings as collateral for accessing credit. ‘Savings’ in this survey, refer to money or a store of value that is set aside to pay for something other than normal expenditure or transactions. Methods or channels of savings vary according to indi- viduals. This section examines how and where Rwandan people save by comparing different products and services. It also explores the drivers and barriers to saving. Overall, about 85% or 6.9 million of the adult population, aged 16 years and older save money, either formally or informally (including saving at home). Percentage wise, this is a percentage point decline from 86% in 2020. A slight decline in adults saving via banks is also observed, but about 60% of adult Rwandans save money through formal devices, including banks (18% of individuals have savings products from banks) and non-bank formal products (55% of indi- viduals save at institutions such as mobile money operators and Umurenge SACCOs) up from 48% in 2020. Although there has been a decrease in informal savings compared to 2020, 60% of adults still save informally, mainly through savings groups. About 15% or 1.3 million adults do not save money, including keeping cash at home. Rwanda FinScope Survey 2024
44 Figure 33: Savings overall (%) 55 60 13 18 15 48 64 13 21 14 2024 2020 Bank Other Formal (non-bank) Informal Save at home Not saving The savings strand indicator shows an overall 5% increase in the number of people who used formal mechanisms to save money and a 6% decrease in the number of adults who saved through informal mechanisms. About 41% of adults who save formally do not use banks and 23% of adults save informally only. Figure 34: Savings Strand (%) Bank Other formal (non-bank Informal Save at home Not saving 2024 2020 18 21 41 59% 54% 33 23 29 15 14 3 2 A large proportion, 60% or 4.8 million Rwandans, use informal savings mechanisms such as savings groups (about 4 million or 52%) to meet their financial needs. Informal mechanisms or products, such as VSLA, tontine and or ikibina 1 are popular. A further 11%, or about 900,000 adults, save money through the Ejo Heza fund. This is a significant achievement as Rwanda seeks to increase savings as a percent of GDP from 14% to 30%. The number of adults who save or keep money in a secret place at home, or with someone in the household who keeps the money safe for them, has reduced from 10% to 7% in 2024. Overall, the results show that savings groups are the main informal channel that Rwandans use, consequently driving infor- mal financial inclusion.

³ Ikimina “ Tontine” is defined as principle by which a group of people whose members are committed to pay a pre- determined sum at a given frequency to a common fund in order for one of them to take it. Rwanda FinScope Survey 2024 45 Figure 35: Saving channels (%) 2024 2020 52 20 20 18 14 11 7 4 55 22 7 21 22 1 10 5 Saving via a group such as a coop, VSLA, tontine, ikimina Saving through - Mobile Money account Capital market Saving with - Commercial bank Saving through - Umurenge SACCO Ejo Heza fund Saving in secret place at home Saving with MFI or a non-Umurenge SACCO Figure 36 displays the channels adults are using to save, segmented by demographic characteristics. Formal savings are skewed to the following: Males Seniors (31-45 years old) Adults residing in urban areas Informal savings are skewed to the following: Females Seniors Adults residing in rural areas Figure 36: Formal and informal saving by demographic characteristics (%) 62 55 30 46 53 65 65 53 64 52 62 58 Senior Youth Rural Urban Female Male Informal Formal

Rwanda FinScope Survey 2024
46 Reasons for saving: Exploring the reasons why people save helps financial institutions de- sign products that are suitable to complement the needs of those who save. Figure 37 shows that most people currently save because they want to meet household basic living expenses (70%), followed by meeting life goals (17%, including education, livestock and buying and or building a house or land, and guarding against emergencies). Figure 37: Drivers for savings (%) 1 1 1 1 3 4 4 4 5 70 Improving dwelling Old age Farming expenses Providing for family after I die Medical expenses Emergencies(excluding medical) Education/School Buy livestock Building/Buying a house/land Living expenses for when times are hard Barriers to savings: As shown earlier, 15% of adult Rwandans do not save money. Figure 36 shows the primary reasons that impede adults from saving. The most common reason for 46% of adults is ‘do not have the money to save or invest’. The primary obstacle to saving is a lack of income or living expenditure, having no money to put away. This barrier is common across the developing markets and can be addressed by reducing unemployment and creat- ing better jobs. Figure 38: Barriers to savings (%) 46 39 8 8 6 5 Do not have the money to save or invest Not working It is too expensive Prefer to spend money on other thing you need more Do not have a bank account Never thought about it Investments: Some individuals may not prefer to keep cash because it depreciates in val- ue and instead, choose to keep assets. Rwandan adults are also investing in assets that can be used to generate income. About a third of Rwandans (39%) also invest in non-financial mechanisms such as keeping livestock(26%), buying agricultural land for farming (12%). Very few individuals have used financial assets or instruments with the main barrier being a lack of product knowledge and affordability or lack of income. Rwanda FinScope Survey 2024
47 Figure 39: Types of investments/assets (%) Bought livestoke to generate money Bought/started a business Bought assets that can use to generate Bought agricultural land to start farm Bought additional agricultural land Invested in property to rent out Invested in someone else's business 26 16 13 12 7 5 1 3.6 Credit Increasing domestic credit to the private sector is the most fundamental financial sector tar- get relating to social and economic transformation. Many of the initiatives in NST 1 directly support this objective, for example, credit to develop MSMEs, agriculture and housing finance needs, and the finance and investment in education. Credit is generally referred to as ‘an agreement or obligation to receive money or goods with a promise to pay it back later’. Credit can be acquired from formal financial institutions or informally from moneylenders or friends and family. When acquiring credit, individuals have different objectives to meet. Some may borrow for productive reasons, while others borrow for consumptive reasons. The study, therefore, aimed to determine the proportion of adults who borrow money or use credit to finance capital purchases, daily consumption, or other needs like agricultural inputs. The findings show that the number of credit-active consumers declined by 13% points, con- sidering all forms of borrowing. Approximately,63% (5.1 million) of adults have borrowed in the past 12 months, down from 76% (5.4 million) in 2020. Bank credit uptake has increased to 10%, or above 825,000 adults having borrowed from the banks in the 12 months before the survey. This includes, overdrafts, and loans from financial institutions. Approximately 19%, or 1.5 million adults, borrowed from other formal (non-bank) institutions, such as Umurenge SACCOs (4,8%), mobile money MoKash (3%), and MFIs (3%). Almost half of Rwandan adults (47% or 3.9 million), who borrowed money did so from the informal sector. This included bor- rowing from savings groups (34%) and taking goods from shops in advance and paying later (15%). Borrowing from friends and family constituted 15% of the adult population. This type of borrowing is not included in the informal access categories, underscores the reliance on personal networks for financial support. Figure 40: Credit overalls (%) 10 8 19 47 15 37 18 61 30 24 2024 2020 Bank Other Formal (non-bank) Informal Family and Friends Not borrowing Rwanda FinScope Survey 2024 48 Figure 41 indicates that the uptake of formal credit has improved from 22% (1.5million) in 2020 to 24% (1,9million) in 2024. There has been a decrease in adults borrowing informally but not using formal channels (49% in 2020 to 34% in 2024). Overall, the number of those who did not borrow money in the past 12 months increased by 13%, from 24% in 2020 to 37% in 2024. Figure 41: Credit Strand (%) Bank Other formal (non-bank Informal Family and friends Not borrowing 2024 2020 24% 22% 10 14 34 4 37 48 14 6 24 8 Of those adults who did not borrow, the survey aimed to determine the barriers to credit (Fig- ure 42). The three most stated barriers to credit were lack of need to borrow (30%), worried they would not be able to pay back (24%), and lack of security or collateral (19%). There is a need to educate Rwandans about borrowing to eliminate their fear of credit, especially for productive reasons, and to support the financial sector in designing low-risk credit products tailored primarily to low-income individuals. Figure 42: Barriers to credit (%) 30 24 19 13 5 4 1 2 Did not need to borrow Worried would not be able to pay back Do not have security/collateral Other Do not want to borrow Do not meet the requirements Interest charged is high Previously defaulted Table 2 shows the formal or informal channels that adults are using to acquire credit, segmented by demographic characteristics. Formal borrowings are skewed to the following: Males Seniors (31-45 years old) Adults residing in urban areas Informal borrowings are skewed to the following: Females Seniors Adults residing in rural areas