Join those blazing the innovation trail in pensions and retail investments
June 2020 | London
2019’s event brought together leading innovators in the world of pensions, long-term savings and retail investments where they discussed the hottest topics facing the industry right now. Highlights included an exclusive keynote from the Pensions Minister, forward-looking debate on the pensions dashboard and a deep dive into the minds of innovative FinTechs.
2019 Speakers
Guy Opperman
Minister for Pensions and Financial Inclusion, Department for Work and Pensions
Chris Knight
Chief Executive Officer, Retirement Retail, Legal & General
Isobel Langton
Chief Executive Officer, Intermediary Division, Royal London
Romi Savova
Founder and Chief Executive Officer, PensionBee
Tom McPhail
Head of Retirement Policy, Hargreaves Lansdown
Gail Baillie
Head of Digital and CRM, Standard Life
Helena Morrissey
Head of Personal Investing, Legal & General Investment Management
Lisa Caplan
Head of Financial Advice, Nutmeg
2019 agenda
FinTech Evening
18.00 – 19.35 | 18 June | Hilton Tower Bridge
Kick off the conference with our brand new FinTech Evening dedicated to exploring the best and brightest start-ups in pensions, long-term savings and retail investments. Get to know the new entrants and be inspired by real innovation happening today!
Showcase 1 | Finimize
Finimize is on a mission to empower its users to become their own financial advisors. They’re creating a toolkit that consists of financial news, education as well as tools to help them invest.
Nik Wenzl, Head of Business Development, Finimize
Showcase 2 | Multiply.ai
Savings and advice for freelancers and beyond… Multiply.ai helps customers make the most of big financial benefits, like a predictable income, cover for the unexpected and pension management.
Vivek Madlani, Co-Founder and Chief Executive Officer, Multiply.ai
Showcase 3 | AgeWage
AgeWage aims to provide consumers and pension providers with value-for-money scores, allowing everyone to compare pensions and make informed decisions. #wageforolderage
Henry Tapper, Chief Executive Officer, AgeWage
Showcase 4 | InvestSuite
InvestSuite is on track to provide institutions with competitive advantages thanks to their cutting-edge white-label products, specializing in robo advice as well as self-execution trading platforms.
Brendan Meehan, Growth Manager, InvestSuite
Showcase 5 | Hatch AI
Hatch AI is putting the human at the heart of technology with its Human+ platform. They use speech technology, machine learning and natural language processing to transform client interaction.
Joseph Twigg, Chief Executive Officer, Hatch AI
- All Topics
Horizons: Lifetime Savings & Investments - Wednesday 19 June 2019
Welcome address & Chair's opening remarks | 09.00
The future of long-term savings and investments
Keynote address
Engaging customers throughout the retirement journey: the power of technology
Improving customer engagement is critical for the industry and must be a priority for years to come. During his keynote, Chris will address how technology can transform engagement with end-user customers and improve communications throughout the retirement journey.
Chris Knight
Chief Executive Officer, Retirement Retail , Legal & General
Keynote Address
Championing customer-centric innovation
Gail will address how customer-centric innovation can be achieved and how the industry can become customer-centric during this pinnacle time of change.
Gail Baillie
Head of Digital and CRM , Standard Life
Keeping up with the pace of change: strategies for success
Omar Ali
Managing Partner, UK Financial Services , EY
Keynote address
The pensions bill: a roadmap for the future
Guy Opperman has made the value of the pensions bill clear. In this keynote, hear the Pensions Minister outline the future roadmap and get crucial updates on the pensions bill to date.
Guy Opperman
Minister for Pensions and Financial Inclusion , Department for Work and Pensions
Leaders’ forum
From open APIs to robo: making the most of the opportunities ahead
- The pensions dashboard: celebrating achievements, forecasting future developments
- Open banking disruption: what are the greatest opportunities for pensions, savings and investments?
- Open, collaborative, agile: how can the mindset of a traditional industry be shifted?
- Evaluating the auto enrolment journey: what’s next for accumulation?
- Bridging the advice gap: taking robo advice to its full potential
Chris Knight
Chief Executive Officer, Retirement Retail , Legal & General
Gail Baillie
Head of Digital and CRM , Standard Life
Isobel Langton
Chief Executive Officer, Intermediary Division , Royal London
Anita Kimber
Partner, Digital and Innovation - Financial Services , EY
Refreshments
Pensions dashboard | Advice | Platforms
Fireside chat
What’s next for the pensions dashboard
- Reviewing recent developments: how close is the pensions dashboard to completion?
- The race to locate a mass of pots: can they all be found before the dashboard is launched?
- Standardising digital processes: is the industry prepared for integration with the pensions dashboard?
- What more does the industry need from the DWP to accelerate execution?
- Taking the pensions dashboard further: enabling transactions
Tom McPhail
Head of Retirement Policy , Hargreaves Lansdown
Yvonne Braun
Director of Policy, Long-Term Savings & Protection , Association of British Insurers
Case study
A successful pensions dashboard: lessons from Sweden
Sweden has successfully implemented a pensions dashboard, enabling members of the public to locate all their pension pots and manage their savings. In this case study, Anders will explore the key impacts the Swedish pensions dashboard has had on the public and shed light on the key success factors in creating a pensions dashboard that delivers value.
Anders Lundström
Chief Executive Officer , Minpension.se
Debate and mobile voting
Open pensions: a pipe dream or future reality?
- Capitalising on new opportunities: data sharing, open APIs, partnerships
- Defining the future: what will a world of open pensions look like?
- Will customers ever engage with their pensions at the same level as other financial products?
- Making the leap from the pensions dashboard to open pensions: in what timeframe will this be achieved?
- What are the biggest hurdles to enabling open pensions today, and how can they be overcome?
- FinTechs vs incumbents: who will triumph in the next 10 years?
Romi Savova
Founder and Chief Executive Officer , PensionBee
Dan Hedley
Director Public Policy , Fidelity International
Case study | Nutmeg
A hybrid approach: strategies for success
Nutmeg is one of the most recognised organisations utilising robo advice, allowing customers to choose their investment risk levels, rebalance their portfolios and get their questions answered. Nutmeg’s employees work alongside this technology to create a successful hybrid model. In this case study, Lisa Caplan will explore the value of a hybrid robo approach and uncover the customer insights gained.
Lisa Caplan
Head of Financial Advice , Nutmeg
Taking robo advice further: exploring a wealth of potential
- In what ways is robo advice successfully utilised within the savings and investments industry right now?
- Overcoming the hurdles: what stands in the way of wide-spread robo adoption within the industry?
- From accumulation guidance to post-retirement advice: where else could robo advice be applied?
- Next-stage robo advice: who’s leading the way?
Stephen Lowe
Group Communications Director , Just Group
Fireside chat
Tackling the widening advice gap
- An update on FAMR: how far has FAMR gone in achieving its goals?
- From Millennials to retirees: which demographics are in most need of advice, and what more can be done to support them?
- The rise of trackers and mirror investing: is this a potential solution to the widening advice gap?
- Keeping it simple: how much progress has been made in simplifying retirement options?
- Protecting vulnerable customers: what more needs to be done across the industry to ensure accurate advice is given?
Lisa Caplan
Head of Financial Advice , Nutmeg
Stephen Lowe
Group Communications Director , Just Group
Jonathan Barrett
Director of Business Development and Partnerships , ABAKA
Delivering a seamless investment journey
- Next-generation investment platforms: innovating to remain relevant
- Cutting out the noise: simplifying end-to-end customer experiences
- Which elements can be personalised?
- Developing user-friendly interfaces: strategies for success
Oliver Vins
Head of Product , Moneyfarm
Fireside chat
The evolution of platforms
- Who are the players successfully innovating in this space, and what sets them apart?
- Unlocking the value of data analytics: how can existing data sets be used to better understand customer behaviours and needs?
- Fast, reliable, simple: what roles will AI and RPA have to play in this transformation of platforms?
- Attracting the right talent: how can platforms grab the attention of the digitally-skilled?
- A glimpse into the future: what other services might platforms provide in years to come?
Verona Kenny
Head of Intermediary , Seven Investment Management
Oliver Vins
Head of Product , Moneyfarm
Roundtable discussions
Room 101: the investment platform edition
Put yourself in the customers’ shoes… What are the biggest frustrations with today’s investment platforms? What processes need to be removed? This is your chance to raise the key challenges customers face on their investment journeys, debate with your peers and fight to get your chosen pet peeve banished deep into Room 101.
Philip Cottis
Strategic Innovation Lead , Hargreaves Lansdown
Lunch sponsored by EY
Distribution | Pensions transfers | Product innovation
Fireside chat
Embracing innovative distribution channels: from voice to marketplaces
- Keeping pace with the platform-led world: how can the long-term savings and investments industry keep up?
- The rise of digital marketplaces: is this a viable strategy for all products?
- “OK Google, open a LISA”: what are the biggest opportunities and challenges for voice-tech in this industry?
- How has GDPR impacted distribution strategies to date?
- Earning and keeping customer trust: how can the industry encourage customers to share their data?
- Creating an holistic marketing and distribution strategy: where are the greatest examples of innovation?
- Which emerging distribution channels will be the most fruitful in the next 5 years?
Michael Watkins
Head of Proposition Development , Smart Pension
David Nottingham
Head of Marketing Strategy , Wesleyan
Fireside chat
DB-DC transfers: the next mis-selling scandal?
- Evaluating post pension freedom activity: what are customers doing with their pots?
- DB-DC mis-selling: why is it happening and how can it be stopped?
- Protecting customers at retirement: what else can the regulator do?
Ian Price
Divisional Director , St James’s Place Wealth Management
Debbie Gupta
Director of Life Insurance and Financial Advice Sector , Financial Conduct Authority
From transfers to consolidated pots: driving speed, efficiency and simplicity
- Overcoming the challenge of slow pension transfers: what’s holding the industry back?
- From DC-DC switches to pot consolidation: making customer experiences painless and efficient
- The importance of industry-wide standardisation: re-defining and simplifying transfer processes
Romi Savova
Founder and Chief Executive Officer , PensionBee
The rise of ESG and responsible investing
- Listening to global cultural interests: what’s important to customers today?
- Meeting ESG requirements whilst delivering returns: where are the best opportunities?
- Strengthening the reputation of investment managers: ESG and responsible investing as a competitive advantage
James Lawson
Co-Founder , Tribe Impact Capital
Partnership-driven innovation: the key to success
- Strengthening brands by meeting customer demands: what do customers really want?
- Becoming a digitally agile industry: what changes still need to be done and what remains a priority?
- Uncovering the value of incumbent-FinTech partnerships: the road to fruitful innovation
Tom Stevens
Chief Commercial Officer , ETFmatic
Encouraging the public to save - what's next for accumulation?
Auto enrolment: what now and where next?
- The jump to 8%: evaluating reactions to an increase in contribution
- Key lessons learned from the AE journey to date
- From the gig economy to further contribution increases: what’s next for auto enrolment?
Alistair McQueen
Head of Savings and Retirement , Aviva
Panel discussion
Creating a savings mindset for the nation
- Going beyond pensions: what more can the workplace do to champion financial wellbeing?
- The power of real-time updates: how can visibility of daily spending be used to encourage savings?
- Embedding savings into every-day lives: is micro investing the way forward?
- NEST’s side car pilot: what can be learned from successful product innovation in the industry?
- The expanding world of ISAs: how might other savings products benefit from the lessons of AE?
- From pensions to LISAs: how will customers choose to save in the future, and why?
Nathan Long
Senior Pensions Analyst , Hargreaves Lansdown
Helena Morrissey
Head of Personal Investing , Legal & General Investment Management
Will Sandbrook
Executive Director , NEST
Victor Trokoudes
Co-Founder and Chief Executive Officer , Plum
Retirement solutions - taking innovation further
Retirement solutions of tomorrow: flexibility is king
- From lock-ins to inheritance: what’s discouraging customers from purchasing annuities?
- Personalised, varied, flexible: what will the future look like for flexible retirement solutions?
- Developing flexible drawdown options: strategies for success
- Which industry developments hold the most potential?
Adrian Boulding
Chief Innovation Officer , Spire Platforms Solutions
Developing a fruitful investment strategy for retired customers
- The shift from accumulation to decumulation: uncovering the changes in customer needs
- Defining new investment strategies for post-retirement customers
- Creating a centralised retirement proposition: in what timeframe will this be developed?
Giuseppe Caltabiano
Former Head of D2C , M&G Investments
Panel discussion
Catering for a longer-living nation
- The elephant in the room: how can the looming DC deficit be overcome?
- Funding for long-term care: what options are available to customers today?
- Equity release: the good, the bad, the ugly
- Encouraging and embracing an older workforce: how can senior workers be supported?
- Looking beyond pensions and ISAs: should other assets be taken into consideration?
- From Norway to Japan: what can be learned from other countries?
Benjie Fraser
Managing Director, Global Pensions Executive , JP Morgan
Giuseppe Caltabiano
Former Head of D2C , M&G Investments
Patrick Connolly
Head of Communications , Chase de Vere
Steve Lewis
Retirement Director , LV=
Ben Stanway
Co-founder , Moneybox
Chair's closing remarks
Tickets
Book now! All tickets include:
Lifetime Savings FinTech Evening and 1 day conference pass, lunch & refreshments and a drinks reception.
Group Discount
15% off
When you buy 3 or more tickets
Pensions & Investment Professionals*
£995.00 + VAT
Standard
£1,195.00 + VAT
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