Just Retirement Leaders' Annual Summit

The Rosewood, London, WC1V 7EN

14 November 2016

Just Retirement Leaders' Annual Summit

Just Retirement Leaders' Annual Summit

  • 14 Nov 2016

    The Rosewood, London, WC1V 7EN

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The inaugural Retirement Leaders Annual Summit brought together approximately 100 key decision makers from the largest providers and distributors to empower participants about the changing market landscape and the macro trends that will impact them in the future. If you would like to see how the day unfolded, please click here to watch the Just Retirement Presentation.

Why participate?

  • Network with your peers and share best practice

  • Understand the changing retirement landscape:

  • Hear from industry leaders; policymakers; regulators; and other opinion formers

  • Earn CPD points

  • Influence and drive change within the retirement market at both an industry and business level

  • No cost, but invitation only 

Who will be there?

Aprroximately 100 Chief Executives, Managing Directors and Heads of Retirement/Investment/Strategy from the largest Providers; Advisory Distributors; Wealth Managers; Retail Banks & Brands; Regulators; Policy Makers; and Management Consultancies.

 

CLICK HERE FOR DAVID GEALE'S PRESENTATION - REGULATION 101 - REGULATORY PRIORITIES, OPPORTUNITIES AND CHALLENGES FOR THE RETIREMENT SECOTR>>

CLICK HERE FOR MICHELLE CRACKNELL'S PRESENTATION - WHAT ARE CONSUMERS REALLY LOOKING FOR AND WHAT IS THE REALITY OF FINANCIAL CAPABILITY? >>

CLICK HERE FOR JANETTE WEIR AND ALISTAIR BYRNE'S PRESENTATION - NEW CHOICES; BIG DECISIONS - EXPLORING CONSUMER DECISIOINS MAKING UNDER PENSIONS FREEDOM AND CHOICE>>

CLICK HERE FOR MARCUS BARNARD'S PRESENTATION - THE EFFECT ON INVESTOR CONFIDENCE FROM RECENT CHANGES TO GOVERNMENT POLICY, REGLUATION AND CONSUMER BEHAVIOUR>>

CLICK HERE FOR CHRIS CURRY'S PRESENTATION - THE FAILURE OF PENSION POLICY - AN INDEPENDENT ASSESSMENT OF WHAT GOOD LOOKS LIKE>>

CLICK HERE FOR NIALL O'CALLAGHAN'S PRESENTATION - TRANSFORMING THE WORKPLACE MODEL TO SUPPORT EMPLOYERS AND THEIR EMPLOYEES POST PENSION FREEDOM>>

CLICK HERE FOR PETER NEUFELD'S PRESENTATION - KEY TRENDS, TECHNOLOGIES AND STUFF DISRUPTING RETAIL INVESTMENT AND INSURANCE MARKETS.  IMPLICATIONS AND OPPORTUNITIES FOR COMPANY AND CONSUMERS>>

 

 

 

 

 

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Schedule of the Day

  • 08:15

    Registration and Coffee

    Informal networking

  • 09:00

    Welcome

    Stephen Lowe, Group Communications Director, Just Retirement

  • 09:50

    Regulation 101 – Regulatory priorities, opportunities and challenges for the retirement sector

    David Geale, Director of Policy at the FCA

  • 10:25

    What do the pension freedoms and choice mean for adviser businesses and their Middle Britain clients?

    John Porteous, Head of Client Proposition at Towry

  • 11:20

    What are consumers really looking for and what is the reality of financial capability?

    Michelle Cracknell, Chief Executive at The Pensions Advisory Service

  • 11:35

    New Choices; Big Decisions – exploring consumer decision making under pension freedom and choice

    Janette Weir, Owner and Director at Ignition House and Alistair Byrne, Senior DC Strategist - European Defined Contribution State Street

  • 12:45

    Seated/Hosted Lunch

  • 14:20

    The impact of investor confidence from recent changes to government policy, regulations and consumer behaviour

    Marcus Barnard, Director, Life Insurance Research at Numis Securities Limited

  • 14:50

    The failure of pension policy - an independent assessment of what good looks like

    Chris Curry, Director at the Pensions Policy Institute

  • 15:40

    Transforming the workplace model to support employers and their employees post pension freedoms

    Niall O'Callaghan, Partner, Consumer Business Leader, UK & Ireland at Mercer

  • 16:10

    Key trends, technologies and stuff disrupting retail investment and insurance markets. Implications and opportunities for companies and consumers

    Peter Neufeld, Partner at EY

  • 17:00

    Drinks and nibbles and wave goodbye

Sponsors & partners

Just

Speakers

  • Chris Curry

    Chris Curry

    Director, Pensions Policy Institute

    Chris Curry is the Director of the Pensions Policy Institute (PPI) with overall responsibility for leading and managing the PPI. Chris originally joined the PPI as Research Director in July 2002 and was responsible for the research programme for eleven years. At the PPI Chris has authored and presented a number of research reports analysing pensions (including state, private and public sector pensions), pension reforms and other provision for retirement income. Chris is experienced in presenting research findings to a wide range of audiences and to the media. Chris started his career as an Economic Adviser at the Department of Social Security (now the Department for Work and Pensions). Work at the DSS included analytical support for the Pension Provision Group, and working on the subsequent Pensions Green Paper published in December 1998. After working as part of the Poverty and Social Exclusion Team, Chris joined the ABI as Senior Economist in August 2000, where his pension background led to work on the analysis of stakeholder pensions, the Pension Credit and annuities. Chris has a BSc (Hons) in Economics from the University of Warwick, and an MSc in Economics from Queen Mary and Westfield College, University of London.

  • Andrew Scott

    Andrew Scott

    Professor of Economics MSc (London), PhD (Oxford), London Business School

    Andrew Scott is Professor of Economics at London Business School and a Fellow of All Souls, Oxford University and the Centre for Economic Policy Research. He has previously held posts at Harvard University, London School of Economics and Oxford University. His research and advisory work focuses on the short and long run forces that affect governments and business. He has been an advisor to HM Treasury, Bank of England, the House of Commons, a Non-Executive Director at the Financial Services Authority and Economic Advisor to the Prime Minister of Mauritius. He has published widely in leading international academic journals and was Managing Editor of the Royal Economic Society’s The Economic Journal and Scientific Chair of the Euro Area Business Cycle Network. He is the author (with Lynda Gratton) of “The 100 Year Life – Living and Working in an Age of Longevity” which has been shortlisted for the FT/McKinsey Business Book of the Year 2016 and saw him listed by HR Magazine as one of their “Most Influential Thinkers 2016”.

  • Peter Neufeld

    Peter Neufeld

    Proposition Development, EY

    Over his career Peter has provided strategic insight, creative thinking, and reliable technology to some of the most successful businesses in the world. He has built digital agencies and developed award winning digital experiences, programmes and solutions for start-ups, SME's and Fortune 500 companies that created new customers and measurable efficiencies.

  • Niall O'Callaghan

    Niall O'Callaghan

    Partner, Consumer Business Leader, UK & Ireland, Mercer

    Niall is a partner and Consumer leader for Mercer in the UK and Ireland. He is a qualified actuary by and has worked with Mercer in a variety of roles since 1997, most recently as DC leader and Employee Health & Benefits market business leader in Ireland. He was instrumental in developing Mercer’s member communications and advisory services in Ireland and was also one of the creators of Mercer Aspire, Mercer’s unique integrated investment and communication offering for the Irish DC market. Niall is very involved in influencing the pension agenda in Ireland and has chaired a government-backed working group on pension taxation. He represents Mercer on the council of The Irish Association of Pension Funds.

  • Michelle Cracknell

    Michelle Cracknell

    Chief Executive - Business Strategy, The Pensions Advisory Service

    Michelle Cracknell was appointed Chief Executive of the Pensions Advisory Service in October 2013. Michelle started her career as a pensions adviser for Advisory & Brokerage Services Ltd, where she worked for 20 years becoming a director and qualifying as an Actuary in 1997. In 2007, she joined Skandia as the Strategy Director and continued her interest in investment platforms and pensions when she left to work as a consultant. She is a regular commentator on pension matters in the media. Since taking over, the Pensions Advisory Service has grown from looking after 60,000 customers to now looking after 180,000 customers. Throughout her career, her key desire has been to make pensions more accessible to people through the provision of information and guidance. With her team of pension specialists, she has been able to raise awareness of the public service provided by the Pensions Advisory Service.

  • Alistair Byrne

    Alistair Byrne

    Senior DC Strategist - European Defined Contribution, State Street Global Advisers

    Alistair Byrne leads the European DC Investment Strategy Team at State Street Global Advisors in London and is responsible for developing SSGA's investment proposition for DC clients, working with consultants, platforms, plan sponsors and trustees. Prior to joining State Street in 2014, Alistair was a Senior DC Investment Consultant at Towers Watson, where he advised a number of large DC plans and led a team of DC consultants and analysts. He has over 20 years professional experience, including as a management consultant advising financial services firms, a business school academic and in a number of senior investment management roles at AEGON UK.

  • Janette Weir

    Janette Weir

    Owner and Director, Ignition House Ltd

    Janette Weir is the Managing Director of Ignition House, based in London, a specialist qualitative research consultancy focussed on pensions, savings and investments. Janette was Head of UK Financial Services Research for McKinsey and Company in London, and also led its European Asset Management Research team. She was previously Chief Economist for the Association of British Insurers and has worked for the UK’s Government Economic Service. Janette specialises in understanding consumer behaviour towards retirement saving and financial planning decisions.

  • Marcus Barnard

    Marcus Barnard

    Director, Life Insurance Research, Numis Securities Limited

    Marcus has been a financial analyst covering the life insurance sector for 14 years. He recently joined Numis Securities having previously held similar positions at HSBC, Societe Generale and Oriel Securities. He was a top rated Insurance analyst in Extel UK Small & Mid Caps in 2010, 2012, 2013 and 2014 and reached No 2 in the 2012 StarMine analyst awards for Europe. Prior to this he was a Senior Fund Manager at Royal London Asset Management, managing the UK Equity Income Trust and UK equity portfolios of two investment trusts. He qualified as an Actuary working for Royal London in 1996, having graduated from Bristol University with a First in Maths

  • Richard Harrington

    Richard Harrington

    Parliamentary Under Secretary of State at the Department for Work and Pensions

    Richard Harrington was appointed Parliamentary Under Secretary of State at the Department for Work and Pensions on 17 July 2016. He was elected Conservative MP for Watford in May 2010, and was re-elected in May 2015. Richard attended Leeds Grammar school and was awarded a scholarship to Oxford University, studying law at Keble College. He previously served as Parliamentary Under Secretary of State jointly at the Home Office, the Department for Communities and Local Government, and the Department for International Development from September 2015 until July 2016. His business career started with the John Lewis Partnership and he eventually ran a business, which at its peak had 2,000 employees in 7 countries.

  • David Geale

    David Geale

    Director of Policy, Financial Conduct Authority

    David is Director of Policy at the Financial Conduct Authority. He is responsible for policy development across a wide range of areas including Investments, Pensions, Banking & Lending, Insurance, Asset Management, Prudential and other cross-cutting areas. David has worked in regulation at the FCA (and its predecessor the FSA) for more than 14 years, spanning a number of different roles in both Policy and Supervision. Prior to his current position, he was Head of Savings, Investment and Distribution Policy. During his time at the FCA, he has been involved in leading and delivering a number of large scale initiatives including the Retail Distribution Review and more recently the development of the Senior Managers and Certification regime. He has also recently overseen the launch of the organisation’s Innovation Hub. Prior to joining the regulator, he worked in the financial services industry for 10 years gaining experience in banking, financial advice and mortgages.

  • John Porteous

    John Porteous

    Head of Client Proposition, Towry

    John is Head of Client Proposition at Tilney Best Invest, who recently acquired Towry. He joined Towry following the acquisition of Baker Tilly Financial Management in June 2014 where he held the position of Head of Wealth Management. With over 22 years' industry experience, John has gained a wide industry perspective, having undertaken senior leadership roles at BDO Investment Management and Macquarie Bank. John is a regular presenter at key influencer events and was a past chairman of the Society of Financial Advisors and formerly a main board director at the Institute of Financial Planning. John holds a degree in Financial Services Management from Edinburgh Napier University and is both a Certified and Chartered Financial Planner, as well as being a Fellow of the Chartered Institute for Securities and Investment.

Location

The Rosewood, London, WC1V 7EN


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