The Future of Distribution in Financial Services
4th Annual Conference: The impact of the RDR – debate the future at the UK’s leading event
Speakers include:
Angela Seymour Jackson
Distribution Director, Aviva Life
Biography
Angela is the Intermediary & Partnerships Director within the Distribution business unit of Aviva UK Life.
Angela is responsible for growing the IFA and Partnerships business and creating a sustainable financial model in each. She is also responsible for achieving the company’s market share ambitions in Collective Investments. Angela is a member of the Life Executive Team and sits on the Board of the Retail Collective Business, and Aviva Life International Offshore Business (Aviva UKIL).
Angela joined Aviva UK Life in January 2008 from the General Insurance side of the company, where she led both the Direct (NUD and RAC insurance) and Partnerships business.
Peter Mann
Chief Executive, Skandia
Biography
Peter was appointed Chief Executive Officer (CEO) of Skandia UK on 1 May 2010. He joined Skandia in 2008 as Chief Development Officer with responsibility for all of Skandia's market facing teams – marketing, strategy, sales and communications.
In total Peter has over 30 years experience working in the Financial Services industry. Immediately prior to joining Skandia Peter was Chief Executive of Bankhall, a leading supplier of support services to financial advisers. He joined Bankhall in 2001 as Business Development Director progressing to Managing Director and then Chief Executive in August 2005.
As Bankhall CEO, Peter was an active member of the AIFA panel, lobbying the FSA, ombudsman, product providers and other market participants on behalf of Bankhall members. He was also a regular spokesperson on panel debates throughout the industry speaking on key industry topics and ensuring that the voice of Bankhall members and the wider intermediary market was heard.
Prior to those roles Peter was an independent financial adviser and Pension Director for a large financial advice firm in Glasgow, Sales Director at Scottish Amicable and Group Distribution Director at Prudential.
Simon Hynes
Director, UK Wholesale, Jupiter Asset Management
Biography
Simon Hynes joined Jupiter in 2002 and established the Strategic Alliances team. He is now a Director of Jupiter Unit Trust Managers and is currently responsible for UK Wholesale Distribution including Wealth Managers, Life Companies, Platforms and IFAs.
Prior to joining Jupiter he was a Sales Manager for Foreign & Colonial.
Simon started his financial services career after a short spell as an RAF Pilot and joined General Accident Life in 1989. He remained with Norwich Union group for 11 years fulfilling a number of management positions before specialising into Investments with Morley fund management.
Tony Stenning
Managing Director, UK Retail Business, BlackRock
Biography
Tony’s service with the firm dates back to 2000, including his years with Mercury Asset Management and Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Tony plays an active role with a number of industry bodies, frequently engaging with regulatory authorities and government on a range of industry issues/ initiatives. In addition to heading the UK Retail business Tony is also a member of the Leadership Committee and Chairs the board of BlackRock Fund Managers Limited. Tony is also a regular speaker on various industry topics.
Prior to joining BlackRock, Tony spent several years in private client fund management with a particular focus upon collective investment schemes. Mr Stenning holds a BA (Hons) in Economics and is also a Fellow of the Chartered Institute for Securities & Investment.
Barry O’Dwyer
Deputy Chief Executive, UK & Europe, Prudential
Biography
As Managing Director of Retail Life and Pensions at Prudential, Barry O'Dwyer is responsible for the P&L performance of what has consistently been the UK's highest-margin retail life company. His remit covers investment bonds, pensions and retirement income products in the UK and Europe.
Barry joined Prudential in January 2009 from HBOS Financial Services where he was responsible for investment, pension and protection products through the Halifax, Bank of Scotland and Clerical Medical Brands.
Prior to that, Barry was Managing Director of Marketing at Standard Life during a period of significant change for that company, which involved a complete overhaul of its product strategy.
Barry is an Actuary with over 20 years of experience of the financial services industry.
Martin Davis
Chief Executive Officer, Openwork
Biography
Openwork is one of the largest financial advisory firms in the UK, with over 2,500 advisers, writing £300 million of premium in 2008. Prior to Openwork Martin was CEO of Zurich Financial Services’s Global Life Emerging Markets businesses, spanning Asia, South America and Middle Eastern markets. Martin also maintained overall responsibility for Zurich International Life, the offshore subsidiary of ZFS, as Chairman. Martin was also a founding Director or Zurich Takaful.
Previously Martin worked as Commercial Director for Sesame Limited, managing over 7,500 IFAs (25 per cent of the UK market). Martin was also a Board Director of Assureweb.
Before joining Sesame, Martin was Executive Vice President, of Corillian International Ltd and spent eight years working in various business management roles for Reuters plc. Martin also served in the Armed Forces for 10 years, reaching the rank of Captain, in many operational theatres including 5 years with Special Forces. Martin is a Non Executive Director of McKinney Rogers International, a leading strategy consultancy.
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Conference overview:
The Future of Distribution in Financial Services has established itself as a leading forum for the key players in financial services distribution to come together to debate the challenges and opportunities presented by the Retail Distribution Review and the evolving distribution landscape.
Now is a critical time as the industry looks to develop profitable distribution strategies before the 2012 implementation deadline. Increased adviser professionalism and transparent remuneration structures will be key features going forward. However, there is still uncertainty over a workable solution for simplified or 'restricted advice'. The industry must also look to tackle the issue of the 'savings gap' and consumer engagement. The conference will bring together senior industry speakers and delegates to discuss how the industry can move forward.
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