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, Department for Work & Pensions, Investment Innovators Conference

Guy Opperman

Minister for Pensions and Financial Inclusion, Department for Work & Pensions

Chris Knight, Legal & General, Horizons

Chris Knight

Chief Executive Officer, Retirement Retail, Legal & General

Steve Webb, Royal London, Investment Innovators Conference

Steve Webb

Director of Policy and External Communications, Royal London

Gail Baillie, Standard Life, Investment Innovators Conference

Gail Baillie

Head of Digital and CRM, Standard Life

Tom McPhail, Hargreaves Lansdown Investment Innovators Conference

Tom McPhail- Hargreaves Lansdown

Head of Retirement Policy, Hargreaves Lansdown

Romi Savova, PensionBee, Investment Innovators Conference

Romi Savova

Founder and Chief Executive Officer, PensionBee

Helena Morrissey, Legal & General Investment Management, Investment Innovators Conference

Helena Morrissey

Head of Personal Investing, Legal & General Investment Management

Lisa Caplan Investment Innovators Conference

Lisa Caplan

Head of Financial Advice, Nutmeg

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2019 Agenda

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FinTech Evening Tuesday, 18 June 2019

Conference Wednesday, 19 June 2019

18.00

Registration

Session 1

FinTech Evening

18.30
Chair’s opening remarks

Henry Tapper, Age Wage, Investment Innovators Conference
Henry Tapper

Managing Director , AgeWage

18.35
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.


Nikolaus Wenzl, Finimize, Investment Innovators Conference
Nikolaus Wenzl

Head of Business Development , Finimize

18.45
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, Multipl ai, Investment Innovators Conference
Vivek Madlani

Co-Founder and Chief Executive Officer , Multiply.ai

18.55
Showcase 3 | AgeWage

Simplifying pensions to make customer’s money work as hard as they do. #wageforolderage


Henry Tapper, Age Wage, Investment Innovators Conference
Henry Tapper

Managing Director , AgeWage

19.05
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, InvestSuite, Investment Innovators Conference
Brendan Meehan

Growth Manager , InvestSuite

19.15
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, Hatch AI, Investment Innovators Conference
Joseph Twigg

Chief Executive Officer , Hatch AI

19.25

Networking drinks hosted by Horizons

09.05
Chair’s opening remarks

Holly Mackay, Boring Money, Investment Innovators Conference
Holly Mackay

Chief Executive Officer , Boring Money

Session 2

The future of long-term savings and investments

09.10
Keynote address

Engaging customers throughout the retirements journey: The power of technology


Chris Knight, Legal & General, Horizons
Chris Knight

Chief Executive Officer, Retirement Retail , Legal & General

09.30

Championing customer-centric innovation


Gail Baillie, Standard Life, Investment Innovators Conference
Gail Baillie

Head of Digital and CRM , Standard Life

09.50

Keeping up with the pace of change: strategies for success


Omar Ali, EY, Investment Innovators Conference
Omar Ali

Managing Partner, UK Financial Services , EY

10.10
Keynote address

The pensions bill: a roadmap for the future


Guy Opperman, Department for Work & Pensions, Investment Innovators Conference
Guy Opperman

Minister for Pensions and Financial Inclusion , Department for Work & Pensions

10.30
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

Guy Opperman, Department for Work & Pensions, Investment Innovators Conference
Guy Opperman

Minister for Pensions and Financial Inclusion , Department for Work & Pensions

Chris Knight, Legal & General, Horizons
Chris Knight

Chief Executive Officer, Retirement Retail , Legal & General

Gail Baillie, Standard Life, Investment Innovators Conference
Gail Baillie

Head of Digital and CRM , Standard Life

Steve Webb, Royal London, Investment Innovators Conference
Steve Webb

Director of Policy and External Communications , Royal London

Anita Kimber, EY, Investment Innovators Conference
Anita Kimber

Partner, Digital and Innovation- Financial Services , EY

11.00

Refreshments

Session 3

Saffron Stage | Teal Stage | Sapphire Stage

Saffron Stage | The pensions dashboard: evaluating the present, envisaging the future
Teal Stage | A word of advice...
Sapphire stage | Enhancing investment platforms: simple, personalised, agile
Chair:

Holly Mackay, Boring Money, Investment Innovators Conference
Holly Mackay

Chief Executive Officer , Boring Money

11.30
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, Hargreaves Lansdown Investment Innovators Conference
Tom McPhail- Hargreaves Lansdown

Head of Retirement Policy , Hargreaves Lansdown

Yvonne Braun, Association of British Insurers, Investment Innovators Conference
Yvonne Braun

Director of Policy, Long-Term Savings & Protection , Association of British Insurers

12.00
Case study | Minpension.se

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 Lundstrom, Minpension Investment Innovators Conference
Anders Lundström

Chief Executive Officer , Minpension.se

12.20
Debate and mobile voting

Open pensions: a pipe dream or a 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, PensionBee, Investment Innovators Conference
Romi Savova

Founder and Chief Executive Officer , PensionBee

Dan Hedley, Fidelity International, Investment Innovators Conference
Dan Hedley

Director Public Policy , Fidelity International

Chair:

Henry Tapper, Age Wage, Investment Innovators Conference
Henry Tapper

Managing Director , AgeWage

11.30
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 Investment Innovators Conference
Lisa Caplan

Head of Financial Advice , Nutmeg

11.50
Questions

11.55

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, JUST Group, Investment Innovators Conference
Stephen Lowe

Group Communications Director , JUST Group

12.15
Questions

12.20
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 Investment Innovators Conference
Lisa Caplan

Head of Financial Advice , Nutmeg

Stephen Lowe, JUST Group, Investment Innovators Conference
Stephen Lowe

Group Communications Director , JUST Group

Jonathan Barrett, ABAKA, Investment Innovators Conference
Jonathan Barrett

Director of Business Development and Partnerships , ABAKA

Chair:

Philip Cottis, Hargreaves Lansdown, Investment Innovators Conference
Philip Cottis

Strategic Innovation Lead , Hargreaves Lansdown

11.30

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 Moneyfarm, Investment Innovators Conference
Oliver Vins

Head of Product , Moneyfarm

11.50
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, Seven Investment Management, Investment Innovators Conference
Verona Kenny

Head of Intermediary , Seven Investment Management

Oliver Vins Moneyfarm, Investment Innovators Conference
Oliver Vins

Head of Product , Moneyfarm

12.20
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, Hargreaves Lansdown, Investment Innovators Conference
Philip Cottis

Strategic Innovation Lead , Hargreaves Lansdown

12.50

Lunch sponsored by EY

Session 4

Saffron Stage | Teal Stage | Sapphire Stage

Saffron stage | Taking distribution to the next level: from new digital channels to open APIs
Teal stage | A spotlight on pension transfers
Sapphire stage | Investment product innovation: meeting customer demands
Chair:

Tom McPhail, Hargreaves Lansdown Investment Innovators Conference
Tom McPhail- Hargreaves Lansdown

Head of Retirement Policy , Hargreaves Lansdown

14.05
Case study | Money Dashboard

Understanding the value of open APIs

Money Dashboard, the round-up investment app, has capitalised on the opportunities of open APIs and open banking by creating partnerships with both challenger and incumbent banks.  In this case study, Raonull will shed light on Money Dashboard’s open banking journey and explore how the savings and investments industry can use open APIs to enhance digital distribution capabilities.


Raonull MacKinnon, Money Dashboard, Investment Innovators Conference
Raonull MacKinnon

Head of Sales , Money Dashboard

14.25
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 a 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, Smart Pension, Investment Innovators Conference
Michael Watkins

Head of Proposition Development , Smart Pension

David Nottingham, Wesleyan, Investment Innovators Conference
David Nottingham

Head of Marketing Strategy , Wesleyan

14.05
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, St James's Place Wealth Management, Investment Innovators Conference
Ian Price

Divisional Director , St James’s Place Wealth management

Debbie Gupta, FCA, Investment Innovators Conference
Debbie Gupta

Director of Life Insurance and Financial Advice Sector , FCA

14.35

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, PensionBee, Investment Innovators Conference
Romi Savova

Founder and Chief Executive Officer , PensionBee

14.05

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, Tribe Impact Capital, Investment Innovators Conference
James Lawson

Co-Founder , Tribe Impact Capital

14.25

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, ETFmatic, Investment Innovators Conference
Tom Stevens

Chief Commercial Officer , ETFmatic

14.45
Questions

Session 5

Encouraging the public to save - what's next for accumulation?

Chair:

Tom McPhail, Hargreaves Lansdown Investment Innovators Conference
Tom McPhail- Hargreaves Lansdown

Head of Retirement Policy , Hargreaves Lansdown

15.25

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, Aviva, Investment Innovators Conference
Alistair McQueen

Head of Savings and Retirement , Aviva

15.45
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, Hargreaves Lansdown, Investment Innovators Conference
Nathan Long

Head of Corporate Pensions Research , Hargreaves Lansdown

Helena Morrissey, Legal & General Investment Management, Investment Innovators Conference
Helena Morrissey

Head of Personal Investing , Legal & General Investment Management

Will Sandbrook, NEST, Investment Innovators Conference
Will Sandbrook

Executive Director , NEST

Victor Trokoudes, Plum, Investment Innovators Conference
Victor Trokooudes

Co-Founder and Chief Executive Officer , Plum

Session 6

Retirement solutions - taking innovation further

Chair:

Holly Mackay, Boring Money, Investment Innovators Conference
Holly Mackay

Chief Executive Officer , Boring Money

16.15

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, NOW Pensions, Spire Platform Solutions, Investment Innovators Conference
Adrian Boulding

Chief Innovation Officer , Spire Platform Solutions

16.35

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?

Guiseppe Caltabiano, M&G Investments, Investment Innovators Conference
Giuseppe Caltabiano

Former Head of D2C

16.55
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, JP Morgan, Investment Innovators Conference
Benjie Fraser

Managing Director, Global Pensions Executive , JP Morgan

Guiseppe Caltabiano, M&G Investments, Investment Innovators Conference
Giuseppe Caltabiano

Former Head of D2C

Patrick Connolly, Chase de Vere, Investment Innovators Conference
Patrick Connolly

Head of Communications , Chase de Vere

Steve Lewis, LV=, Investment Innovators Conference
Steve Lewis

Retirement Director , LV=

Ben Stanway, Moneybox, Investment Innovators
Ben Stanway

Co-Founder , Moneybox

17.30

Chair's closing remarks and drinks reception

2019 Sponsors

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