Mindful of Investing in Retirement

Speakers

Sophie Robson

Consultant, MRM

Sophie Robson joined MRM in 2013 as a consultant on the corporate and consumer team. During that time, she has worked across a number of clients, particularly in the advice and access and pensions space. She is also the author of the Young Money series of reports, which are now in their fourth incarnation, and is a regular commentator on issues surrounding topic, having been featured in a range of publications, including the FT and BBC Radio Five Live. Prior to joining MRM, she worked at the City think-tank, the Centre for the Study of Financial Innovation (CSFI), on the events and publications team. She is also the author of the widely respected, “Generation Y: the (modern) world of personal finance”, published by the CSFI
Malcolm Tyrrell

Business Development Manager, Just

Malcolm has over 35 years’ experience in the financial services industry and has worked for a number of major providers in consultancy roles. He has also spent time developing his own IFA office and for the last 25 years Malcolm has specialised in training and business development. Seeing the huge opportunities for the ‘in retirement’ market he moved to Just Retirement in 2007 to support their growth and to develop activity with advisers across the UK.
Baroness Greengross

Chief Executive, International Longevity Centre UK

Baroness Greengross was Director General of Age Concern England from 1987 until 2000; also until 2000, she was joint Chair of the Age Concern Institute of Gerontology at King's College London and Secretary General of Eurolink Age. Her appointments include that of Chair of the Advisory Groups for the English Longitudinal Sudy of Ageing (ELSA) and the New Dynamics of Ageing (NDA); and Chief Executive of the International Longevity Centre - UK, President of the Pensions Policy Institute and Honorary Vice President of the Royal Society for the Promotion of Health. In her political career she has been an independent crossbench member of the House of Lords since 2000 and chairs three All-Party Parliamentary Groups: Corporate Social Responsibility, Intergenerational Futures: Old & Young Together and Continence Care. She is the Vice Chair of the All-Party Parliamentary Group on Dementia and Ageing and Older People, and is Treasurer of the All-Party Parliamentary Group on Equalities. In December 2006, it was announced that she would be a Commissioner for the Equalaity and Human Rights Commission.
Les Mayhew

Professor of Statistics,Faculty of Actuarial Science and Insurance, Cass Business School

Les Mayhew is part-time Professor of Statistics at Cass Business School. He is Honorary Fellow of the Institute for Actuaries and a member of the Royal Economic Society. He is a former senior civil servant and graduate of the government’s Top Management Programme. He is a member of the Office for National Statistics expert panel that advises on population projections. His research interests include health, pensions, and health and long term care, for which he has received various research grants. He is twice a winner of the Cass research prize.
Lord David Willetts

Executive Chair, Resolution Foundation

The Rt Honorable Lord Willetts joined the Resolution Foundation as Executive Chair in June 2015. He is a Visiting Professor at King’s College London, Governor of the Ditchley Foundation and a member of the Council of the Institute for Fiscal Studies. He was Minister for Universities and Science, attending Cabinet, from 2010-2014. He was the Member of Parliament for Havant from 1992-2015. Before that David worked at HM Treasury and the Number 10 Policy Unit. He also served as Paymaster General in the last Conservative Government. David has written widely on economic and social policy. His most recent book ‘The Pinch’ was published by Atlantic Books in 2010.
Jacqui Bateson

Senior Proposition Manager, Skipton Building Society

Jacqui is an experienced financial services professional with experience across a number of operational and marketing disciplines. Currently she is responsible for the Society's retirement & legacy propositions. A customer proposition specialist with a passion for getting it right for the customer. She believes that there is a long way to go in helping people to understand the importance of retirement planning and it a regular speaker on this topic. Away from work, active is the watchword, in the mountains skiing and walking, frequent breaks in 'Velma the motorhome' and a passion for cooking and baking tick all the boxes for making the most of life.
David Elliott

Head of Retirement Consulting, Flat Mountain

David has amassed over 25 years experience in the financial services arena and has witnessed all the moves towards greater flexibility and choice at retirement, from the initial introduction of income drawdown in 1995 right up to the launch of Pension Freedoms in 2015. He has worked for some well known product providers in a number of senior sales, managerial and take to market roles as well as a top 50 advisory business and holds both insurance and investment qualifications. He became Head of Retirement Consulting for FinalytiQ earlier this year. He has a passion for understanding the 'science' behind subjects as diverse as TQ (a persons trust quotient) and retirement income and possesses the ability to simplify complicated issues in to easy to understand concepts and strategies.
Peter Borley

Director of Propositions Retirement - Lending, Just.

Peter Borley is the Director of Propositions, Retirement Lending at JRP Group plc. He has held this role for two years and during this time led the delivery of the internal securitisation of their lifetime mortgage book and the establishment of the new regulated mortgage subsidiary, Just Retirement Money limited. He has been with the Group for a little over six years and previous to his current role was the Director of Group Strategy. Previous to joining JRP plc he held a number of strategy and change leadership roles at Skandia, the investment platform subsidiary of Old Mutual plc and Barclay plc.
Yvonne Braun

Director of Long Term Savings, Association of British Insurers

Yvonne is Director of Policy, Long-Term Savings and Protection at the ABI, leading its work on long-term savings, retirement income, social care and protection and is a member of the ABI’s Executive Team. She is the author of the ABI’s “Retirement 2050” blueprint and is committed to developing the role of the long-term savings and protection industry in meeting the future needs of consumers and society. Yvonne has extensive experience in financial services, as a practitioner, policymaker and lobbyist. She joined the ABI in 2006 from the Financial Services Authority, now the Financial Conduct Authority, where she spent four years managing cross-cutting policy and public affairs projects. Before that, she practised as a capital markets lawyer, at US law firm Cleary Gottlieb Steen & Hamilton and at Goldman Sachs. She started her career as an academic in international criminal law. Yvonne is a graduate of Cambridge University and is qualified as a lawyer in both Germany and England. She holds a doctorate in international criminal law. She can be found on Twitter at @YvonneBraun4.
Maggie Craig

Head of Pension Policy - Strategy and Competition, Financial Conduct Authority

Maggie is Head of Insurance and Pension Policy, in Strategy and Competition at the FCA. She graduated from Glasgow University many (many many) years ago with a degree in English Language and Literature. She has spent much of her career in the industry working in a variety of marketing, technical, press & lobbying roles for companies including Standard Life and Aegon. Maggie joined ABI in 2007 as Director of Life and Savings, was Acting Director General and later became Director of Financial Conduct Regulation. She has been at FCA since January 2014 and since then has led FCA Policy work on the substantial pensions change agenda over the last few years including pension freedoms, the exit charge cap and LISA. She currently continues work on pensions and also leads on the Insurance Distributions Directive, GI renewals and other general insurance initiatives.
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.

Mindful of Investing in Retirement

Mindful of Investing in Retirement - March 2017

Royal College of Physicians, London

How is the world of retirement investing shaping up?

Subjects up for discussion:

Lectures:

Tutorials:

The day is:

Who should attend?

Presentations

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Schedule of the Day

Informal networking over breakfast

Welcome: Owen James Group

Lecture 1: Funding health car in oder age - how can financial services help?

Lecture 2: An introduction to the Pensions Dashboard

Sponsors & partners

Sponsor the Mindful of Investing in Retirement event

Speakers

Sophie Robson

Consultant, MRM

Malcolm Tyrrell

Business Development Manager, Just

Baroness Greengross

Chief Executive, International Longevity Centre UK

Les Mayhew

Professor of Statistics,Faculty of Actuarial Science and Insurance, Cass Business School

Lord David Willetts

Executive Chair, Resolution Foundation

Jacqui Bateson

Senior Proposition Manager, Skipton Building Society

David Elliott

Head of Retirement Consulting, Flat Mountain

Peter Borley

Director of Propositions Retirement - Lending, Just.

Yvonne Braun

Director of Long Term Savings, Association of British Insurers

Maggie Craig

Head of Pension Policy - Strategy and Competition, Financial Conduct Authority

Michelle Cracknell

Chief Executive - Business Strategy, The Pensions Advisory Service

Location

Royal College of Physicians, London