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Retirement Leaders' Annual Summit

The Berkeley Hotel - Knightsbridge, London SW1X 7RL

6 February 2019

The Just Group 2019 Retirement Leaders' Annual Summit

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The Just Group 2019 Retirement Leaders' Annual Summit

  • 6 Feb 2019

    The Berkeley Hotel - Knightsbridge, London SW1X 7RL

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The Just Group 2019 Retirement Leaders' Annual Summit brings together approximately 150 C-suite executives, senior policy makers and academics across the retirement sector. If you would like to see how the day unfolded in 2018, please click here to watch the 2018 Retirement Leaders' Summit video.

WHY PARTICIPATE?

  • No cost, but invitation only - spaces are allocated on a first-come-first-served basis
  • Influence and drive change within the retirement market at both an industry and business level
  • Hear from industry leaders, policymakers, regulators and other opinion formers
  • Network with your peers and share best practice
  • Understand the changing retirement landscape
  • Earn CPD points

Read More...

The Conference Programme

The List of Participants

The Outputs

Schedule of the Day

  • 08:15

    REGISTRATION AND BREAKFAST

    An opportunity to network over breakfast.

  • 09:00

    Welcome

    Stephen Lowe, Group Communications Director, Just will open the conference.

  • 09:10

    KEYNOTE

    Nisha Arora, Director of Consumer & Retail Policy in the Strategy and Competition Division at the FCA will address the importance of dealing with vulnerable clients from the Regulator's perspective.

  • 09:40

    KEYNOTE

    George Lusty, Senior Director, Competition and Markets Authority, will address the importance of dealing with vulnerable clients from a public policy perspective.

  • 10:10

    KEYNOTE

    Janette Weir, Managing Director, Ignition House will illustrate the preparedness of the industry by showcasing our primary research with industry leaders.

  • 10:50

    COFFEE AND NETWORKING

  • 11:10

    CASE STUDY

    Steve Brogden, Senior Consumer Vulnerability Manager at British Gas, will show how they have started their journey to better support vulnerable customers. From strategy to action and policy to operational deployment, they will share the challenges and lessons with the financial services sector?

  • 11:40

    AUDIENCE ACTIVITY

  • 12:40

    BUFFET LUNCH

  • 14:00

    KEYNOTE

    Professor Andrew Scott will apply the findings from his research into “The 100 year life” (and its sequel: “It’s life Jim but not as we know it”) to make connections for how leaders need to think about their colleagues and customers in the future, drawing on concepts such as the biological age.

  • 14:45

    THE COMMERCIAL CASE

    Baringa Partners will talk about the changes they are observing in the market, how firms are responding and the commercial case for investing in the vulnerable customer agenda.

  • 15:15

    AFTERNOON TEA

  • 15:45

    KEYNOTE

    This final keynote will inspire by showcasing how innovative technological design is enhancing people’s later lives. Our speaker, Rama Gheerawo, is Director of the Helen Hamlyn Centre for Design and the RCA Reader in Inclusive Design.

  • 16:15

    THE CLOSING ADDRESS

    The Conference Chair will draw the conference to a close

  • 16:25

    FAREWELL

    A glass of something and wave goodbye

Speakers

  • Professor Andrew Scott

    Professor Andrew Scott

    Professor of Economics, London Business School

    Andrew Scott is Professor of Economics and former Deputy Dean at London Business School. He is also a Fellow of All Souls, Oxford University and the Centre for Economic Policy Research. He previously held positions at Oxford University, London School of Economics and Harvard University. His MA is from Oxford, his MSc from the London School of Economics and his DPhil from Oxford University. His research focuses on business cycles, monetary and fiscal policy and longevity. He has published widely in leading journals and with David Miles and Francis Breedon is author of a textbook, Macroeconomics: Understanding the Global Economy, now in its Third Edition. His book, with Lynda Gratton, The Hundred Year Life has been published in 12 languages, is an Amazon best seller and was runner up in the FT/McKinsey Business Book of the Year Award 2016 and Japanese Business Book of the Year Award 2017. Previously he was Managing Editor for the Royal Economic Society’s Economic Journal and Scientific Chair of the Euro Area Business Cycle Network and Non-Executive Director for the UK’s Financial Services Authority 2009-2013. He has been an advisor on Monetary Policy to the House of Commons Treasury Select Committee and to Chief Economists at both the Bank of England (on monetary policy) and HMTreasury (on fiscal policy and debt management) and Economic Advisor to the Prime Minister of Mauritius between 2007 and 2015. He is currently on the advisory board of the UK’s Office for Budget Responsibility and the Cabinet Office Honours Committee (Science and Technology).

  • Vanessa Clark

    Vanessa Clark

    Partner - Energy and Resources, Baringa

    Vanessa joined Baringa in 2012, bringing a wealth of consulting and industry experience, specifically in the field of customer experience. Vanessa has spent over 20 years helping organisations understand, target and optimise the experience and service they provide to their customers. In industry Vanessa has held senior management roles leading customer facing operations, so understands the challenges and practicalities of driving improvements. Vanessa leads the Customer & Digital practice at Baringa and works with clients, helping them shape and deliver programmes to ‘right size’ and improve the service they provide to their customers. Whilst the majority of her career has been spent in the energy and utility sectors she has also worked with some financial services clients and been an advisor to the government and health sectors. With such a well-established career in this field, Vanessa is a sought after commentator, presenter and speaker at events and conferences and a well-regarded judge for a number of customer service, customer experience and digital experience awards. Vanessa’s personal passion for helping organisations effectively recognise and respond to customer vulnerabilities, has led to Baringa to investing in research, hosting roundtable discussions and building tools to help organisations improve the service they provide. She looks forward to sharing some of these tools and insights.

  • David Stoddard

    David Stoddard

    Partner, Baringa

    David is a Partner in Baringa’s Financial Services practice. He currently leads our life and pensions (L&P) sector within our Insurance practice, and supports more broadly across the entire financial services sector. Within L&P David is passionate about helping our our clients’ customers to protect the people they care for, and to prepare for a prosperous future. David brings 20 years of experience in financial services with a deep specialism in insurance. He joins us from one of the big four consultancies, where he led the Asia-Pacific Financial Services Business Transformation practice based out of Sydney, Australia. During this three year period he worked with a vast range of innovative and multinational companies on a range of global, regional and local strategy and transformation programmes. He specialised in helping clients maximise opportunities from the disruptions in the insurance, banking, and wealth sectors. Before this time, David spent eight years as a Senior Leader and Board Director within the Insurance Division for one of the UK’s largest global banking groups. He held a number of senior roles including Operations Director (L&P) and Claims and Customer Service Director (General Insurance), and led the businesses through a major integration. Prior to this, he held a senior management role at a leading global consultancy. David and his family have recently moved back to the UK after living in Australia and across the Asia-Pacific. He is happily married with a ten year old son; his hobbies include cycling, music, cooking, travel, discovering new foods and places, and supporting Chelsea FC.

  • Steve Brogden

    Steve Brogden

    Senior Consumer Vulnerability Manager, British Gas

    Steve has spent over 25 years working within the energy industry. Over the last 10 years, his role has been very much focused on supporting vulnerable customers – from working within the vulnerability specialist contact centre, to working with charities and community organisations to explore ways to reach out to those most in need who are disengaged with the energy market or not aware of the support that is available from the energy sector. Most recently, Steve has been focused on rolling out the Dementia Friends initiative to over 20,000 employees and is about to embark on the roll out of “Friends Against Scams”.

  • Rama Gheerawo

    Rama Gheerawo

    Director, Helen Hamlyn Centre for Design

    Rama has experience in the creative industry having worked in the automotive, product design and multimedia design sectors. He writes, publishes, lectures and curates exhibitions on design to audiences that include students, academics, designers, industry and government. Rama also concentrates on creating effective mechanisms for knowledge transfer and has run workshops at universities, design organisations and corporations in venues across the world, including California and China. As a keynote speaker, he advocates the benefits of design and a more socially-inclusive approach. He believes that good design can significantly improve and transform people's lives and is interested in evolving the role of designers to involve people in the creative process as active contributors and equal voices in the process. Rama has a BA in Mechanical Engineering from Imperial College, London and an MA in Industrial Design Engineering from the RCA, for which he won a scholarship from the Royal Commission of the Exhibition of 1851. He was a founding member of the Centre at its inception in 1999 and was made a Fellow of the Royal College of Art in 2005. Rama is keen to expand the role of inclusive design, looking at how it can become more business-ready and engaged with current social issues. Knowledge transfer to business is delivered to companies internationally through executive education modules that Rama has created. Supporting material includes publications and presentations. This strand of research aims to engage people involved in specifying, managing or practising design. The work builds on the Helen Hamlyn Research Associates Programme where over 200 projects have been completed with over 100 organisations including: Samsung; Toyota; Intel; B&Q; the NHS and GlaxoSmithKline. Rama sits on review committees for a number of conferences and is a reviewer of submissions for the UK Research Councils. He is on the Approval Committee for Age UK's kitemark and is a UK Director for the EIDD Design for All European network.

  • George Lusty

    George Lusty

    Senior Director, Consumer Protection, Competition & Markets Authority

    George Lusty is the Senior Director for Consumer Protection at the Competition and Markets Authority (CMA). George oversees the CMA’s enforcement of consumer protection legislation, which includes ongoing investigations into the terms and practices of online travel agencies, secondary ticketing platforms, car hire firms and care home providers. George was previously a Project Director at the CMA, leading consumer law and antitrust investigations in a number of markets. He led the CMA’s investigation of unfair and misleading practices in the groceries and gambling sectors, as well as investigations into possible abuse of market power in relation to the supply of drugs to the NHS. Prior to joining the CMA, George worked as a Référendaire at the Competition Appeal Tribunal and before that at the international law firm Simmons & Simmons, where he specialised in civil and criminal antitrust investigations and utilities regulation.

  • Stephen Lowe

    Stephen Lowe

    Group Communications Director, Just

    Steve is a member of Just Group’s leadership team. He originally joined Just Retirement in January 2011 and is now responsible for the Group’s corporate affairs, marketing, brands, public policy, media relations, customer insight and corporate communications. Steve is a regular commentator in the media on retirement focused themes and you’ll often see him presenting on stage at various industry events. He sits on the board of the Pension Income Choice Association; the ABI’s committees for Long Term Savings; Distribution and the Department of Health’s steering group for the development of long term care solutions. He led Just Retirement’s RDR transformation programme and was part of the core team that successfully completed Just Retirement’s IPO and merger with Partnership Assurance. Prior to joining Just Retirement, Steve was the start-up Marketing & Product Director of Living Time and has worked as Marketing Director for Prudential’s UK, Europe and Middle East business and held similar roles at AMP, the AA, NatWest, and Lloyds TSB. Steve is a Chartered Marketer and holds an MBA from Henley.

  • Nisha Arora

    Nisha Arora

    Director of Consumer & Retail Policy, Financial Conduct Authority

    Nisha Arora is the Director of Consumer and Retail Policy and heads up the Strategy and Competition Division in the Financial Conduct Authority.

  • 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.

Location

The Berkeley Hotel - Knightsbridge, London SW1X 7RL


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