Agenda

Agenda

Broker Expo 2021 Agenda

08:3008:30

BROKER EXPO OPENS

09:30 - 09:40

Siân Barton

Editor

Insurance Age

Siân has been writing about the insurance sector since 2014 and is currently editor of Insurance Age.

@InsuranceSian

 

09:4010:00

KICK OFF KEYNOTE: What a Leader Needs to Become a Pusher of the Possible

10:15 - 10:45

  • Creating a Pusher of the Possible
  • How to Achieve Personal and Professional Outcomes
  • Why Every Colleague is a CEO
  • Increasing Speed While Reducing Pressure
Anthony Gruppo

CEO

Marsh Commercial

Anthony is the CEO of Marsh Commercial. Marsh Commercial has over 2,000 colleagues based in over 50 branches throughout the U.K.

Prior to joining Marsh Commercial, Anthony was the CEO of the Northeast region for Marsh & McLennan Agency, and led companies in Southwest, Southeast and West Coast of the US.  In his current role at Marsh Commercial, Anthony is responsible for leading all employees, divisions, and operations. He has over thirty years of experience driving profitable organic growth.

Anthony is heavily involved in developing and sustaining client relationships and brings his proprietary consultative model, “Six Degrees of Impact,” which has been proven to not only be effective but applicable to any organisation. This model offers a targeted approach for businesses to uncover challenges and create effective solutions.

Anthony has authored seven books which centre on both personal and organisational development. His works include Six Degrees of Impact, Creating Reality, Under Construction, Six Degrees the Journal, The Roots of Leadership, Pushers of the Possible and his latest book The Pen & The Lens.

Connect with Anthony on:

·      Twitter: @AnthonyCGruppo, Instagram @acgruppo or LinkedIn: Anthony C Gruppo

10:0010:30

Panel Discussion: The Evolution of Reputational Management

10:00 - 10:20

Supreme Court judges ruled on the BI case in January this year – how has it impacted on brokers longer term as businesses react and insurers process the payouts.

  • The latest update - how severe is the problem?
  • What are the longer-term impacts of the case?
  • How can brokers recover and what actions have already been take to mitigate client and customer frustrations? 
Jonathan Swift

Director of Content

Insurance Post

Post and Insurance Age content director Jonathan Swift has written and commented about the insurance industry since 1998. He has appeared on television speaking about topics as diverse as the insurance implications of Michael Jackson's death to the consequences of consolidation on motor premiums; and is a past winner of the British Insurance Brokers' Association journalist of the year and Association of British Insurers general insurance trade journalist prizes.
Jonathan has chaired/ hosted over 100 insurance events from roundtables involving a small specially invited audience, to addressing over 2000 people at the British Insurance Awards at the Royal Albert Hall. He is listed as a top 50 insurtech influencer by Insurtech News and presently coordinates the All Party Parliamentary Group for Insurance and Financial Services.

Emily Kenna

Director

Sense Risk Solutions

Emily graduated from Bangor University, North Wales in 2003 and started her career soon afterwards with Zurich Insurance as a graduate trainee. She soon realised that she wanted to represent the client, not the insurer and started working for an independent broker in 2005. This business was bought out by larger businesses during the 13 years Emily spent with the company. She is passionate about improving the profession and believes there is a wealth of opportunity to do so. As such she gets involved in the professional bodies to do just that. She is currently working on the New Generation Programme for the Chartered Insurance Institute looking at ways the broking community can support clients to rebuild public trust in our sector.

She is also a passionate runner having completed marathons in London, Berlin, Newport, Taunton, Gloucester, and Bournemouth!

Melissa Collett

Professional Standards Director

Chartered Insurance Institute (CII)

Melissa Collett is Professional Standards Director at the Chartered Insurance Institute (CII), leading its professional standards, ethics and conduct activity as a united profession across insurance and financial planning. She is also responsible for the professional body’s legal affairs, risk management, disciplinary matters and governance. She is keen to raise awareness of best practice and drive ethical behaviour through engagement with the profession and external stakeholders.

Melissa has an extensive background in consumer and legal issues. She spent over a decade at the Financial Ombudsman Service, was a Director at Fairer Finance and sits as a Tribunal Judge. She is also qualified solicitor, specialising in insurance law at Hogan Lovells. She is a frequent speaker at conference and events, sits on judging panels, and is the author of numerous articles and publications on consumer law subjects.

Kevin Hancock

Chairman

Society of Insurance Brokers

Kevin is Managing Director of Yutree Insurance. Yutree is a Chartered Insurance Brokerage based in Newmarket, Suffolk and is a commercial insurance broker and underwriting agency offering commercial solutions for clients and brokers.

Prior to Yutree, Kevin was responsible for the development of underwriting facilities and niche products across a major UK broking business following the sale of his previous insurance business to that firm.

3 years ago, the Chartered Insurance Institute formed the Society of Insurance Broking – the professional body dedicated to those working in the insurance broking sector. Kevin is the chair of the SIB, with a core objective to improve consumer confidence and trust in the profession.

Kevin is a former Director of the British Insurance Brokers Association and was chair of BIBA's General Insurance Brokers Committee before becoming the inaugural chair of the Smaller Brokers’ Advisory Board. He also formerly chaired the national Broker Panel for Pool Re, the government-backed reinsurer for terrorism cover in the UK.

Heavily involved in the local business community, Kevin is a trustee of the Newmarket Charitable Foundation organising community-based events raising funds for local good causes. He was the founder of the Newmarket Network and, more recently, the Anglia Business Club.

Kevin lives near Newmarket with his wife, Laura, with three children and a giant cat and some normal-sized chickens. He is a driver for and co-owner of Jemco Racing, a motor racing team competing in the UK and Europe. He is also into rugby and cricket.

10:3011:00

Leaders Debate: Leadership at the heart of broker and insurance businesses

10:20 - 10:50

  • What do successful leaders look like today? Resilient Leadership. Making difficult decisions in these volatile times
  • How diversity, equality and resilience can grow your business and help with crises. The importance of authenticity 
  • How can successful management use the experiences they have had to enable their teams and prepare for the future?
Sharon Brown

Managing Director

Harbour Underwriting

Sharon has over 30 years of insurance experience and a proven track record in creating and  delivering insurance schemes and products, sales and marketing strategies and robust business  infrastructures. 
In her last role as chief sales officer for a large independent Lloyd’s insurance broker, she developed  original sales and distribution models for clearing banks, insurance companies, MGAs and insurance  brokers. Prior to this, she was a sales and marketing director, and so brings a wealth of knowledge  and experience to her current role as managing director of Harbour Underwriting.  
Sharon was named as a woman of influence in 2018 by Insurance Business magazine and was  recently nominated in three categories for the Insurance Times Women in Insurance Awards 2020:  Insurance Woman of the Year, Role Model of the Year and Trailblazer. In 2021, Sharon was named  on the IB UK Elite Women list.
 

Alistair Fraser

CEO

Marsh Corporate

Alistair is Chief Executive Officer for Marsh’s UK Corporate business, which provides risk management advice, insurance brokerage and claims advocacy services to mid-size and large organisations through its network of UK offices.  

In this role Alistair is responsible for over 650 colleagues across the UK driving strategy, execution and overall growth of Marsh’s Corporate business. 

He is also a member of Marsh’s UK Executive Committee and is a main Board Director of Marsh Limited.

Alistair has over 23 years of experience in the insurance industry. He began his career in 1995 working as an underwriter in the London insurance market and has spent the last 19 years in insurance broking.

Alistair joined Marsh 12 years ago and has held a number of leadership roles including Regional Director for Southern Region in the UK, and he spent five years as Head of Sales for Asia based in Singapore. Before his current position, he most recently spent two years as Chief Executive Officer & President Director for Marsh Indonesia and Chief Corporate Officer, MMC Indonesia located in Jakarta.

Alistair holds a BA(Hons) Financial Services from UWE, Bristol, and is CII qualified

Stuart Reid

Chair

Partners&

Stuart has been the driving force behind some of the UK’s leading insurance businesses including Stuart Alexander, AJ Gallagher and Bluefin.

He has served as Vice President of the Chartered Insurance Institute (CII); Chair of the CII Broking Faculty; Deputy Chair of the British Insurance Brokers Association (BIBA), and Chair of BIBA’s Large Brokers Committee, demonstrating his commitment to quality standards.

He is currently the Non-Executive Chairman of Partners& and PIKL.

Sara Fardon

Managing Director

Willis Towers Watson Networks

Sara Fardon is the Managing Director of Willis Towers Watson Networks, a position she has held since 2011. Sara has had a distinguished career in insurance working within household names, before joining Willis Towers Watson. Sara then took the helm at their Network division as it was starting out and has guided it to deliver over £400 million GWP into the markets.

Sara invests in the future: she ensured Networks was the first Network to achieve Chartered Status and proudly continue to hold this recognition. As Network celebrated 20 years of delivering to its Network Members, Sara has embraced the digital future pushing Networks to the forefront of this opportunity.

She is keen to ensure her Network delivers solutions for the independent insurance broker of tomorrow and deploys the resources of Willis Towers Watson to back her Network.

In addition to her all-encompassing role within the Network Sara is a member of the BIBA Networks and MGA Advisory committee, and a very active member of the Worshipful Company of Insurers.

Away from work Sara is a very active volunteer in her local community and relaxes at her allotment turning new season produce into delicious dishes.

Clare Lebecq

Chief Operating Officer

Specialist Risk Group

Clare has been involved in the insurance industry for over 30 years. She’s held senior positions at three of the four largest insurance brokers in the London Market. In her early career, Clare was a London Market reinsurance broker focusing on advising Lloyd’s syndicates on their reinsurance programme.

Prior to joining SRG, Clare was chief executive of the London Market Group (LMG), a market-wide body bringing together the specialist commercial (re)insurance broking and underwriting communities to build on London’s position and reputation as the global centre of insurance excellence.

Clare joined LMG from JLT Specialty (now Marsh Specialty) where she was head of operations. In this role, she played a key role in JLT’s Brexit planning.

Clare has always been heavily involved with Market wide modernisation initiatives and whilst she was at the LMG she was the sponsor of the Future at Lloyd's data work stream.

11:1011:30

11:1013:20

Presentation: Seizing the initiative post-Covid

11:10 - 11:30

  • Further expansion After opening up more branches during 2021, A-Plan Insurance has shown the company’s growth plans 

  • Providing policies for local people 

  • Provide local reach and access for SME clients, as there is increasing demand for local advice.  

  • Howden’s acquisition plans would be going forward. Building a business through acquisitions  

Kelly Ogley

Chief Operations Officer

A-Plan Insurance

Panel Discussion: Motor market and brokers- how brokers can stay relevant

11:40 - 12:10

  • Understand the developments in the automotive broking industry, the current trends and issues 
  • How brokers are adapting to all customers’ needs?
  • The challenges brokers need to overcome to attract and retain their customers
  • How technology can help the brokerage business 
  • What impact will driverless cars have on the broking industry
  • Evaluate how you can prepare for the biggest change to face motor broking
Steve Molloy

Commercial Director

AX

Steve Molloy is Director of Commercial Sales at AX.

Steve specialises in providing claims management solutions for the motor insurance and broker sectors.

Having worked for AX for 5 years, Steve has spent most of his career in and around the Insurance industry and its’ supply chain. Steve’s experience allows him to understand the operational and commercial challenges faced by AX’s partners and come up with solutions.

Steve is particularly interested in identifying how technology and data can help shape the future claims landscape having been heavily involved in developing AX’s Electric Vehicle strategy and positioning.

 

Siân Barton

Editor

Insurance Age

Siân has been writing about the insurance sector since 2014 and is currently editor of Insurance Age.

@InsuranceSian

 

Presentation: The potential for under insurance (in the personal lines/HNW market) amid recent global disruption

12:20 - 12:40

  • What’s been going on and the triggers to look out for
  • Areas not to forget/focus on:
    • Buildings
    • General Contents
    • Fine Art
    • Valuables
  • Real life scenarios, situations and how we can help.
Andrew Cheney

Chief Risk & Valuation Advisor

Hiscox

Andrew Cheney is a qualified Chartered Surveyor and a board member of the AiS (Association of Insurance Surveyors) who has been working exclusively for Hiscox insurance for the last  16 years.

The third generation in a family of valuers and auctioneers, Andrew’s first career was spent working for Sotheby’s throughout UK and then in USA where has was an Assistant Vice President within the decorative arts division. 

During his fine art career, Andrew has featured on the American Antiques Roadshow, as well as BBC programmes “Bargain Hunt” and “Flog It !”

In his current role Andrew visits the risks insured by Hiscox advising High Net Worth private individuals, Museums and Galleries on a variety of issues from fire & security to risk management and sums insured.
 

Think Tank Debate: Hunt for yield – exploring current and new growth opportunities for brokers in 2022 and beyond

12:50 - 13:20

  • Latest developments and trends in the broking world
  • How the industry should work with clients and  HNW wealth advisers to build strong relationship and overcome any sales challenges
  • How firms are using technology to widen clients  reach and accessibility
  • How brokers adapt Risk management offering to help their midmarket customers
Tom Bartleet

CEO

Erskine Murray

Tom is the former owner and CEO of Erskine Murray Insurance Brokers.  Erskine Murray’s foundations were laid around 40 years ago and now has 3 offices and coverage across England specialising in Business insurance, High Net Worth, and Employee Benefits.  Erskine Murray control around £30m of premium and have more than 70 staff. 

Prior to acquiring his own broker, Tom spent 20 years at Willis.  His roles included broking large international property clients in the London market and leading Willis’ global terrorism business.  He was the CEO of their US wholesale division in London and Bermuda, leading placement in the USA with a 2 year secondment to NY, returning to lead the SME segment globally.  His final role was to lead placement for the International division controlling £7.5bn of premium.

Tom was educated at Haileybury College and the University of Manchester where he graduated with a 2.1 in Economics.  Married with 3 teenage boys he is a keen skier and dog walker and sports enthusiast with his children.  Unusually he enjoys insurance and is a big fan of technology at home and in the office.

Grant Georgiades

The Plan Group

Managing Director

After graduating from Manchester University with a first class degree in 2003, Grant launched a successful media career. In 2006 Grant was tempted back into the family insurance business by the challenge of overhauling the company’s marketing activities. Having worked at TPG to support his education, Grant already had a thorough understanding of the workings of both the company and the industry. 

Grant quickly removed the firm’s reliance on traditional marketing channels offering diminishing returns and established it as a forward thinking, digitally minded broker. Working within a small, close knit and dynamic management team Grant has played a significant role in developing TPG’s overall business strategy. In November 2017, after 11 years as Marketing Director, Grant stepped up to become Group MD with a remit to deliver significant growth.

Peter Blanc

Group chief executive officer

Aston Lark Group

After starting his career in motor underwriting, Peter switched to broking, and eventually led a management buy-out of the UK commercial division of Farr in 2000 which he then named FMW Risk Services Ltd.  He grew this business to approximately £25m gross written premium before selling the business in December 2007 to Oval.  In 2012 Peter was appointed Chief Executive of Oval and he ran the business through until its eventual sale to Arthur J. Gallagher which completed in April 2014.

In May 2015 Peter concluded a management buy-in of Aston Scott and then led the merger with Lark Group in 2017.  As Group CEO of Aston Lark he now leads a business with circa 1,500 staff operating from offices across the UK and Ireland and writing approximately £650m of gross written premium. Aston Lark is backed by the merchant banking division of Goldman Sachs alongside Bowmark Capital LLP.

Peter is also non-executive chairman at Hastings Insurance Services Ltd, the broker arm of Hastings Direct, and up until recently served as chairman of the Large Brokers’ Advisory Board at the British Insurance Brokers Insurance Association (BIBA).  He is currently Deputy President of the Chartered Insurance Institute.

Peter lives in Colchester with his wife, Sue, and has three children aged 21, 19 and 14 and his hobbies include cycling, golf, shooting and watching rugby.

Stream

Zone Two: Commercial Lines

Presentation: Market trends – consolidation, COVID and the capacity crunch

11:10 - 11:30

  • Identifying latest market trends
  • Uncovering emerging   property damage claims issues and the formulation of claims strategies 
  • Examining the role of  combustible materials and the challenges in property
Howard Pearson

Managing Director

Innovation Broking

Howard Pearson FCII, is a veteran of the retail broking industry, taking in 2015, the unusual step of leaving behind his senior management roles and co-founding a new brokerage, Innovation Broking, which has grown to c.£20 million GWP, without any acquisitions. 

Howard's previous career includes being MD of Miller Insurance Services (UK) Ltd, MD of Giles, CEO of top 50 Lloyd's broker and MGA OAMPS, and is a past main board Director of BIBA. 

Today Howard's works on the front line, dealing with the provision of an outstanding service to upper end commercial and not for profit organisations. 

Howard brings a unique perspective on our industry today.

Panel Discussion: How to tackle PI

11:40 - 12:10

  • PI has been a thorny issue for sometime with capacity reducing and rates increasing. What are the drivers of this hard market? 
  • How can brokers make the most of what is available now to PI customers?  
  • What are the opportunities? Is there light at the end of the tunnel?  How to respond affectively and ensure the best result for both customer and business 
Tom Bartleet

CEO

Erskine Murray

Tom is the former owner and CEO of Erskine Murray Insurance Brokers.  Erskine Murray’s foundations were laid around 40 years ago and now has 3 offices and coverage across England specialising in Business insurance, High Net Worth, and Employee Benefits.  Erskine Murray control around £30m of premium and have more than 70 staff. 

Prior to acquiring his own broker, Tom spent 20 years at Willis.  His roles included broking large international property clients in the London market and leading Willis’ global terrorism business.  He was the CEO of their US wholesale division in London and Bermuda, leading placement in the USA with a 2 year secondment to NY, returning to lead the SME segment globally.  His final role was to lead placement for the International division controlling £7.5bn of premium.

Tom was educated at Haileybury College and the University of Manchester where he graduated with a 2.1 in Economics.  Married with 3 teenage boys he is a keen skier and dog walker and sports enthusiast with his children.  Unusually he enjoys insurance and is a big fan of technology at home and in the office.

Charles Manchester

CEO

Manchester Underwriting Management

Charles has some 40 years’ experience in insurance, having worked for MGAs, brokers and insurers, from junior to CEO level, and as an entrepreneur.

Charles is currently:

· Founder, Chairman and Chief Executive Officer of Manchester Underwriting Management Ltd (a UK MGA, now part of the Gallagher group)

· A member of the supervisory board and a shareholder of a Polish MGA

· Chairman of the Managing General Agents Association, the MGAA

Previously, Charles has been Chief Executive Officer of a UK insurer, active underwriter of a Lloyd's syndicate, non-executive director of a UK insurer and founder and Managing Director of Dickson Manchester & Co Ltd, a wholesale Lloyd’s broker.

Ida Axling

Deputy Editor

Insurance Age

Hailing from Sweden, Ida worked as a news reporter and sub-editor at a regional newspaper before making the decision to move to England in September 2013.

She undertook a year-long master of arts in international journalism at City University London and joined Insurance Age as a reporter in October 2014.

She was recognised by the British Insurance Brokers' Association in its 2015 awards ceremony scooping highly commended in the newcomer to insurance journalism category.

Presentation: Taking the pain out of doing business - What do Retail insurance brokers want and how do they get it”

12:20 - 12:40

  • Results of market-wide UK broking survey 

  • Comparison of UK and US broking model 

  • Simply attainable utopian model 

Mark McIlquham

President UK Retail

Acrisure International

Mark leads Acrisure’s UK Retail operations and is driving Acrisure’s strategic expansion in UK Retail. ​

Mark has 25 years experience advising the insurance sector and has worked with almost all the larger Retail Brokers and the UK consolidators.​

Prior to joining Acrisure this year, Mark led the Deloitte Financial Services Audit & Assurance Group.  Mark advised Brokers on M&A, moving up the insurance value chain, regulatory issues and led strategic projects in finance​

Mark was previously Chairman of Deloitte Gibraltar where he led a review of the Gibraltarian Insurance Market for HM Treasury and was previously an FCA & PRA Skilled Person.

Panel Discussion: Leading world-class customer focus: Don’t lose your digital edge!

12:50 - 13:20

  • Resolving the complexity of clients’ exposure, products, and coverage with such a wide variety of potential terms and triggers in the commercial market provides a considerable challenge 
  • Brokers need to frame the client’s exposure and package it in a way the insurers can digitally ‘catch’ the package and underwrite it.
  • Building bespoke coverages, and the ability to trade complex risks digitally requires several components 

Dynamic, tradeable commercial products will need to break those links, since an efficient, flexible and interconnected data reservoir is the basis from which everything digital flows.

 

Simon Mabb

Group Managing Director

Romero Insurance

Simon is the Group Managing Director of The Romero Group encompassing Romero Insurance Brokers and our sister companies. With over 25 years experience in the commercial insurance business and working with Founder and Group CEO Justin Romero-Trigo, Simon has led the development of the business to be one of the fastest growing truly independent and multi award winning group of companies in the UK. Simon speaks all over the world about developing exceptional customer service propositions and the use of customer testimonials and reviews to boost customer confidence. Simon previously worked for AXA Insurance UK in various senior management roles around the UK regions.
 
In his spare time you'll find him watching Tottenham Hotspurs, Formula One and being a taxi for his daughter. He also actively supports young people being part of the RAF Air Cadets.

Sara Fardon

Managing Director

Willis Towers Watson Networks

Sara Fardon is the Managing Director of Willis Towers Watson Networks, a position she has held since 2011. Sara has had a distinguished career in insurance working within household names, before joining Willis Towers Watson. Sara then took the helm at their Network division as it was starting out and has guided it to deliver over £400 million GWP into the markets.

Sara invests in the future: she ensured Networks was the first Network to achieve Chartered Status and proudly continue to hold this recognition. As Network celebrated 20 years of delivering to its Network Members, Sara has embraced the digital future pushing Networks to the forefront of this opportunity.

She is keen to ensure her Network delivers solutions for the independent insurance broker of tomorrow and deploys the resources of Willis Towers Watson to back her Network.

In addition to her all-encompassing role within the Network Sara is a member of the BIBA Networks and MGA Advisory committee, and a very active member of the Worshipful Company of Insurers.

Away from work Sara is a very active volunteer in her local community and relaxes at her allotment turning new season produce into delicious dishes.

Ben Legg

Chief Product Officer

Open GI

Ida Axling

Deputy Editor

Insurance Age

Hailing from Sweden, Ida worked as a news reporter and sub-editor at a regional newspaper before making the decision to move to England in September 2013.

She undertook a year-long master of arts in international journalism at City University London and joined Insurance Age as a reporter in October 2014.

She was recognised by the British Insurance Brokers' Association in its 2015 awards ceremony scooping highly commended in the newcomer to insurance journalism category.

Presentation: Defining middle market clients and proposition

11:10 - 11:30

  • Varied customer definitions
  • Customer expectations
  • Delivering a value proposition
Karen Donald

Mid Market Development and Delivery Manager

AXA

Karen has worked in the Insurance Industry since 1989 with a background predominantly in underwriting. Karen Joined AXA Insurance 6 years ago as Underwriting Manager for Scotland branch and subsequently Regional Underwriting Manager for the UK North Region. Her current role involves continuous assessment of AXA commercials Mid market customers to ensure that proposition delivery is relevant and truly adds value.  This involves insight into industry challenges and creating solutions or assistance for these issues. Looking at areas that compliment AXA policy products to offer solutions that may actually be an alternative to risk transfer.  

Panel Discussion: Perspectives on adding value in the middle-market: what does the future hold?

11:40 - 12:10

  • A brokers perspective - How can insurance support and add value to my clients? 

  • An MGA perspective – How does adding another link in the chain add value? 

  • An insurers perspective – How do brokers and MGAs add value to insurers? 

  • What will change and when? 

Howard Lickens

Executive Chairman

The Clear Group

Howard is founder and Executive Chairman of The Clear Group and has been broking for over 40 years. The business was created in 2001 and now handles around £240m GWP from 12 offices around the Midlands, London and the South-East.

Clear focuses mainly on commercial insurances, schemes and high net worth. Having undertaken more than 40 acquisitions in his career, Howard is responsible for Clear’s M&A strategy.

Clive Nathan

CEO

Global Risk Partners

Clive has responsibility for GRP's Underwriting division. He joined GRP in April 2018 from Primary Group, where he fulfilled a variety of senior roles including non-executive chairman of Rural Insurance and executive chairman of One Commercial.

Between 2006-2016 he was CEO of Towergate Underwriting, having joined the business in 2003 as a regional managing director.

Clive began his career in 1987 as a graduate entrant with Commercial Union, where he had a number of different roles. He joined AXA UK in 1999 as national broker director and was involved in the acquisition of GRE that resulted in him becoming regional director.

Clive is a past member of the CII Underwriting Faculty and is a past winner of the Insurance Times Industry Achiever of The Year.

Kathryn Moon

Sales Director

Gallagher Retail

Kathryn Moon is a Sales Director for Gallagher’s Retail Division, which looks after the risk management and insurance solutions for over one million businesses across the UK.

Kathryn joined Gallagher in 2014 to head up the firm’s Coventry office, and in 2020 moved into her current role where she is responsible for business development and growth across the North of England, Scotland and Northern Ireland. Under her leadership the region has gone from strength to strength reporting a 35% year on year increase in new business growth.

Kathryn has extensive insurance industry experience having previously worked at The Oval Group for 15 years, which Gallagher acquired in 2014. She held a number of roles, latterly heading up business development in a high growth territory. Kathryn’s experience spans client service, project management, sales and office leadership, development of a growth culture and the implementation of effective sales infrastructures to enable growth.

 

Douglas Barnett

Director, Mid-Market and Customer Risk Management

AXA


Douglas is Director of Mid-Market and Customer Risk Management for AXA Insurance UK plc.  

Douglas has been involved in the delivery of risk management in the insurance industry for more than 30 in the UK and also across mainland Europe. He has been involved in the development of AXA’s Mid-Market proposition (Vantage) since 2015 and took over responsibility for the segment, in addition to his risk management role, in 2017. 

He has represented AXA Insurance on a number of technical groups of the ABI (Association of British Insurers) and represented ABI at regulatory and governmental bodies on flood & climate change, economic cost of fire, modern methods of construction and crime. 

Douglas is Chairman of BAFE (British Approvals for Fire Appliances), a Director of the Scottish Business Resilience Centre, Chair of the Scottish Business Engagement Forum is a member of the International Advisory Board to the Centre for Floods, Communities and Resilience at the University of the West of England and sits on the Police Scotland’s Independent Advisory Panel. 

Mid-market for AXA are customers where their customer premium is between £10,0000 - £250,000 
 

Fireside Chat: Running successful business in the modern age and new normal

12:20 - 12:40

  • Developing a winning company culture 
  • Well-being at work 
  • The impact of stress on the mental capital on an organisation
Lisa Whittleton

Director

Illuminate VR Services Ltd

Lisa has a Psychology background and set up Illuminate VR as she recognised, through her experience as a Vocational Rehabilitation Consultant and Trainer, the stigma surrounding mental health in the workplace and was keen to influence this positively.

We work with SMEs in the Midlands region who value their staff and recognise that happy employees are more productive and engaged. We can help you to create a positive culture surrounding mental health, and build a resilient workforce through a range of training and consultancy support, suited to your needs.

We are passionate about supporting your teams to be proactive so that you can prevent issues from arising and keep your staff thriving and reaching their potential.

We can ensure you meet government guidelines to be transparent about the support you provide in the area of mental health, being both morally and legally compliant.

- Are your employees at a high risk of stress?
- Are staff members sometimes there in body but not in mind?
- Do you have managers who lack confidence talking about sensitive issues?
- Do you have high absence rates / turnover?


Would your company benefit from:
- Building resilience?
- A clearer wellbeing strategy
- Staff support to stay or return to work?
- Manager upskilling on the topic of mental health
- Mental Health First Aid training

Illuminate was set up in 2013 in order to reach and support SMEs in the West Midlands, and we now deliver a range of face to face and online services across the UK. The training has both a practical and theoretical basis as we believe that people will gain the most from training which they can practically apply to the workplace rather than coming from a purely clinical perspective.

We have worked with a range of public and private sector organisations, as well as supporting companies in the not-for-profit sector including Orbit Group, Amnesty International and Raspberry Pi Foundation. We are currently increasing our number of clients in the creative and tech industries who we have seen often work in highly pressured environments.

A bit about me...
I've always been interested in what makes people tick, and social/positive psychology, largely shaped by experiences growing up with close family members struggling with their mental health. Mental health is a subject I am so passionate about, and I feel grateful to be working in a field that makes a positive difference to businesses and individuals every day. I am always looking out for new associates to join the growing team so get in touch if you would like to get involved.

Douglas Barnett

Director, Mid-Market and Customer Risk Management

AXA


Douglas is Director of Mid-Market and Customer Risk Management for AXA Insurance UK plc.  

Douglas has been involved in the delivery of risk management in the insurance industry for more than 30 in the UK and also across mainland Europe. He has been involved in the development of AXA’s Mid-Market proposition (Vantage) since 2015 and took over responsibility for the segment, in addition to his risk management role, in 2017. 

He has represented AXA Insurance on a number of technical groups of the ABI (Association of British Insurers) and represented ABI at regulatory and governmental bodies on flood & climate change, economic cost of fire, modern methods of construction and crime. 

Douglas is Chairman of BAFE (British Approvals for Fire Appliances), a Director of the Scottish Business Resilience Centre, Chair of the Scottish Business Engagement Forum is a member of the International Advisory Board to the Centre for Floods, Communities and Resilience at the University of the West of England and sits on the Police Scotland’s Independent Advisory Panel. 

Mid-market for AXA are customers where their customer premium is between £10,0000 - £250,000 
 

Panel Discussion: Proposition developed to support mid-market commercial business

12:50 - 13:20

  • New normal requirements for engagement
  • Risk transfer v risk management/support & response
  • Relevance and governance
 
Lynne Norledge

Head of Sales

Willis Towers Watson Network

With more than 40 years’ experience in the insurance market, Lynne has worked with a number of brokers including Sedgwick/Marsh, Aon, HSBC Insurance Brokers and Bluefin in roles from client management to profit centre management and sales. As Head of Sales for Willis Towers Watson Networks, Lynne is passionate about supporting independent brokers and helping to nurture new start-ups.

Lynne lives in Worcester where her hobbies include renovating the wreck of a Georgian coach-house she and her husband recently purchased and training their two German Shepherd dogs.

 

Karen Donald

Mid Market Development and Delivery Manager

AXA

Karen has worked in the Insurance Industry since 1989 with a background predominantly in underwriting. Karen Joined AXA Insurance 6 years ago as Underwriting Manager for Scotland branch and subsequently Regional Underwriting Manager for the UK North Region. Her current role involves continuous assessment of AXA commercials Mid market customers to ensure that proposition delivery is relevant and truly adds value.  This involves insight into industry challenges and creating solutions or assistance for these issues. Looking at areas that compliment AXA policy products to offer solutions that may actually be an alternative to risk transfer.  

Stream

Zone Four: Headline

Interview with a CEO: How Environmental Social Governance (ESG) is affecting the brokerage landscape

11:10 - 11:30

  • How brokers address net-zero glide path and climate risk
  • What commitments insurance and brokers are adapting to be greener and more inclusive
  • How to integrate ESG in the risk management framework 
Ashwin Mistry OBE

Executive Chairman

Brokerbility Holdings and BHIB Insurance Brokers

Ashwin has over 40 years’ experience in general insurance and broking, starting off his career at Guardian Royal Exchange at age 17 and first became a Director at Brett and Randall in 1983.

Following B&R’s organic success, Ashwin was instrumental in establishing the highly respected Brokerbility network, an alliance of staunch Independent Brokers.

After leading a Management Buy Out in 2009, the BHL group grew substantially and earlier this year, joined forces with the Clear Insurance Group.

Ashwin is a prominent member of the local community whilst still actively managing a client book. He was a member of the National Skills Task Force, under the then Secretary of State, Rt Hon David Blunkett, looking at the issue of skill shortages for UK Plc. In 2000, he was awarded an OBE for his contribution to Careers Education.

In 2014-15, Ashwin became the National President of the Chartered Insurance Institute.

Ashwin’s passion is to speak out on issues impacting all aspects of the ever-changing Insurance landscape and championing client Issues.

Enquiries

Zoe Edwards, Operations Assistant

Email: [email protected]

Tel: 0116 281 9215

Siân Barton

Editor

Insurance Age

Siân has been writing about the insurance sector since 2014 and is currently editor of Insurance Age.

@InsuranceSian

 

Fireside chat: Dangers in the digital world - striking the balance between innovation and heightened cyber risk

11:40 - 12:10

  • Latest approaches to identifying, responding to and managing cyber threats 
  • Sector collaboration to protect brokers and clients from cyber-attack
  • How to strike the balance between innovation and security and educate your client so they understand the risk and hence the necessity of the product?
Ashley Rogoff

Managing Director

Ashley Page

After an early career as a university lecturer in economics, where he was also an examiner for the Institute of Bankers & Trustee Savings Bank, Ashley left to establish an insurance & financial services brokerage in London & latterly in New York.  He was a non-executive director of Mysis Insurance Marketing & was responsible for the research which led to the establishment of one of the earliest life networks. He has been a past director of BIBA & for the past 6 years represented brokers at the FCA. The business remains fiercely independent and is a top 100 independent broker. The company specialises in commercial & high net worth insurance, although it also offers group benefits & private medical insurance. It recognised very early the importance of cyber risks & set up its own on-line quote & buy facility as a coverholder, available to both their own clients & other brokers.

Johnty Mongan

Head of Cyber

Gallagher Retail

Johnty Mongan runs the cyber risk management practice for Gallagher’s Retail division in the UK. Johnty and his team support organisations reduce their cyber exposures in both the public and private sectors. Johnty has supported many industries including the NHS, manufacturing, not for profit, retail and financial services.

Prior to joining Gallagher, Johnty founded and run a number of businesses including The Mongan Group and HubCyber.

Presentation: 4 tips to accelerate the growth of your insurance brokerage

12:20 - 12:40

  • Attracting revenue
  • Acquiring brokerages
  • Driving sales opportunities
  • Supercharging your talent with training and development
Panel Discussion: Staying one step ahead in floods- what it will mean for your business

12:50 - 13:20

  • Latest approaches to mitigate flood claims 
  • Utilizing Parametrics and flood management technology for flood risk management 
Graeme Trudgill

Executive Director

BIBA

Graeme Trudgill FCII, Cert Mgmt, Chartered Insurance Practitioner, Executive Director, BIBA

Graeme began his career in broking in 1989  and he joined BIBA in 2001. Graeme heads up the BIBA Policy Team which incorporates corporate affairs, technical services and communications and sits on the main BIBA board.  He personally leads BIBA’s public affairs lobby with Government, having given written and oral evidence to the House of Commons and the House of Lords and he is the author of the BIBA Manifesto.  He is regularly a source of expertise for journalists and often appears on radio and TV programmes promoting UK insurance  brokers and the benefits of insurance.  He sits on BIBA’s Insurance Brokers’ Standards and Brexit Committees as well as on the CBI Trade Association Council, Insurance Fraud Taskforce and the SEUK TrustSeal Expert Advisory Panel.  He also participates in many industry/Government joint working groups and panels. He is a Fellow of the Chartered Insurance Institute. 

Tina Winterburn

Claims Director

Gallagher Retail

Tina Winterburn is a Claims Director in Gallagher’s Retail Division and oversees all claims operations in the North of England, Scotland and Northern Ireland. She joined Gallagher in 2014 when The Oval Group was acquired.  In her role she is responsible for overseeing all aspects of the current claims service as well as developing and implementing new innovations to improve the service and support given to clients.

Tina started her career as an underwriter at RSA, before moving into loss adjusting working for Robins, and becoming a broker at Hart Owens in the mid-90s.  Always happiest helping clients through their crises, Tina is a firm believer in prevention where possible, so also has a keen interest in risk management and business continuity. 

Rob Dakin

Head of Business Resilience Management Delivery

AXA

Rob has been within the insurance industry for 30 years and 20 years with AXA. Part of Rob’s role is managing the flood assessment tools within AXA and with a background in risk management Rob understand how mitigation of flood risk can be possible.

Rob represents AXA at the DEFRA Flood Resilience Roundtable and the Westminster Sustainable Business Forum (WSBF).

13:2014:00

Lunch

13:00 - 13:30

14:0014:45

Celebrity Host Session - In conversation with Frank Warren

13:30 - 14:10

During this 45minute session, journalist and broadcaster Colin Murray will explore the extraordinary life and exploits of one of the most renowned promoters in boxing. They will reflect on his extraordinary career that has spanned more than 40 years, and explore the battles he has had to win to reach and remain at the top, not least surviving being shot at point-blank range in an assassination attempt back in 1989!

Colin Murray

Radio and TV presenter and sports commentator

Colin presents Fighting Talk on Radio 5Live plus the weekday 11pm slot also on 5 Live as well as Quest's Football League Coverage. For many years he anchored the BDO Lakeside World Darts Championship on BBC plus Eurosport's Snooker Coverage. 

He hosted the popular Friday night sports preview show, Kicking Off as part of 5 Live Sport and presented talkSPORT's mid morning programme Monday to Friday for 3 years, tripling the audience in the process.

He was a key member of the Beeb's World Cup coverage in South Africa, presenting the main highlights, as well as two live games, while in the build up to the London Olympics he interviewed all living British Gold Medallists for 5 Live's acclaimed 'Gold Rush'.

He has maintained a written journalistic career, alongside his broadcasting.  His first novel 'A Random History of Football', sold so well in hardback it went to paperback and he is widely published in the print media.Earlier on in his career he co-published his own cutting-edge music magazine Blank

Colin originally came to prominence on  BBC Radio 1, hosting many shows and forging a successful partnership with Edith Bowman, eventually co-hosting the weekday afternoon slot 'The Colin and Edith Show'. He won his first coveted Sony Award for Music Broadcaster Of The Year during his final few years at Radio 1 when presenting the 10pm - midnight slot, indulging his love of Alternative Music.

He began his career as a news reporter, cutting his teeth at the Ulster News Letter. He was crowned IPR Northern Ireland Entertainment Journalist of the Year 2002, and it was this journalistic ethos that helped him win another Sony Gold The Feature Award - for a documentary he made with All Out Productions entitled 'The Trouble With Drugs'.

He also co-wrote and presented the BBC2 sports documentary The 85 Final: Davis vs Taylor.

During 2020 Colin recorded his new podcast "At Home With Colin Murray" where he talked to some of the biggest names in sport in a truly unique setting...either his house or theirs! Interviewees include Steve Davis, Barry Hearn, and Jurgen Klopp.

A superb host who really throws himself into proceedings, getting everyone involved…he even presents his own “Awards within an Awards” where he mingles with guests during the drinks reception and dinner working out whose up for a laugh. It will be fun categories like “Best Dressed Woman” (always goes to one of the older women in the room), “Best Baldie” etc.

Frank Warren

Boxing manager and promoter

Queensberry Promotions

Frank Warren has spent forty years working with boxing's most colourful and controversial characters. In his long-awaited autobiography, he reflects on the battles he had to win to reach the top and remain there, not least the battle to stay alive after he was shot at point-blank range in an attempted assassination in 1989. In Frank and Fearless, Warren pulls no punches, taking us behind the scenes into a world of blood and sweat, and intense relationships that all too often end in tears. Under Warren's careful stewardship, Frank Bruno, Naseem Hamed, Joe Calzaghe, Ricky Hatton, Amir Khan and Tyson Fury all became world champions. So did Terry Marsh, the man who was later accused, and cleared, of trying to murder him. Along the way, Warren has been assaulted in a hotel room by the formidable Mike Tyson and gone toe to toe in a court room with his erstwhile partner, the flamboyant Don King. However, boxing is only part of the story that begins on a council estate in 1950s North London, where Warren first learnt how to stand up to bullies. That was how he overcame and outwitted the powerful cartel that controlled British boxing and tried to stop his career before it started, and it is why he is still around to reflect on his remarkable life. With cameo appearances from Frank Sinatra, Luciano Pavarotti, Pink Floyd and the Philadelphia mafia, Frank and Fearless is the unflinchingly candid and hard-hitting memoir of Britain's most famous and influential boxing promoter.

14:5515:20

VIEW FROM REGULATOR 

15:00 - 15:25

An update direct from the regulator
•    What actions and plans have the regulator planned for 2022?
•    What are regulators targeting in the coming year from a compliance perspective?
 

Claire MacArthur

Senior Manager, Insurance Sector

Financial Conduct Authority

Claire has been at the FCA for three and a half years, and currently heads up the Insurance Sector department within Insurance Supervision.  The department is responsible for implementing a number of the FCA Business Plan priorities, including the new Pricing Practices rules and our work on Business Interruption insurance. The department is also responsible for analysing and agreeing a supervision strategy to address potential harms within the insurance portfolios. Claire will soon be taking maternity leave from the FCA to have her second child, which is due at Christmas.

Prior to joining the FCA, Claire held in a series of leadership roles in Local Government, most recently as Head of Insight and Intelligence at Essex County Council.

Claire has a BA Hons in Government from Manchester University, a Post Graduate Diploma in Leadership from Warwick Business School and a Masters Degree from the University of Lancashire.

15:4517:00

UK Broker Awards

15:30 - 16:00

17:0017:00

Broker Expo Close

16:00 - 16:15