#BIBA2021
Principal Sponsor
Sponsors
CONFERENCE HOST
Huw Edwards • Journalist, Presenter and Newsreader
As many of you will recall, Huw Edwards played host at the BIBA 2019 Conference & Exhibition and, by popular demand, kindly joins us again for BIBA 2021.
Wednesday
KEYNOTE PRESENTATION 1
09:00 - 09:40
Insights of the Insurance Minister
This is a must-see session. John Glen MP is the Economic Secretary to the Treasury and City Minister, with responsibility for Insurance. In discussion with BIBA Executive Director, Graeme Trudgill, Mr Glen will give an economic overview along with his views on the current issues in the general insurance broking sector during one of the most challenging periods it has ever faced.
Speaker
John Glen MP
Economic Secretary to the Treasury
John Glen was appointed Economic Secretary to the Treasury and City Minister on 9 January 2018. He was Parliamentary Under Secretary of State for the Department for Culture, Media and Sport from 14 June 2017 to 8 January 2018, and Parliamentary Private Secretary to Philip Hammond from July 2016 until June 2017. John was first elected to Parliament as the MP for Salisbury in 2010. He previously worked for the Eric Pickles and Sajid Javid as a Parliamentary Private Secretary.
Interviewed by
Graeme Trudgill
Executive Director,
BIBA
Before joining BIBA Graeme was a general insurance broker between 1989 and 2001. He is a member of BIBA’s main board and leads the BIBA Policy Team that incorporates corporate affairs, technical services, and communications. He is personally responsible for BIBA’s Public Affairs lobby with Government, has provided written and oral evidence to the House of Commons and the House of Lords and is the author of the annual BIBA Manifesto. Graeme’s knowledge of insurance and the sector is wide-ranging, and he regularly appears as a source of expertise in the media where he promotes the benefits of using a broker.
KEYNOTE PRESENTATION 2
15:40 - 16:20
What’s Really Going On?
Steve Richards will take you behind the scenes of all the current political dramas, trying to make sense of the epic events and bringing to life the main political players.
Speaker
Steve Richards
British TV presenter
and political columnist
Steve Richards is an author, columnist and BBC presenter. His latest book is ‘Prime Ministers- Reflections on Leadership from Wilson to Johnson’. He regularly presents Radio 4’s The Week in Westminster and has written columns for the Independent, Guardian, Times and FT. Steve has presented a series of unscripted television talks on modern Prime Ministers entitled Leadership Reflections, another series on “Turning Points in British Politics”, and a further series ‘Reflections: The Prime Ministers We Never Had’… the theme of his next book. He hosts a one-man show, Rock N Roll Politics, that sells out in London and the Edinburgh Festival. Steve is also a regular commentator on SKY and the BBC.
Q&A Facilitated by
Huw Edwards
Conference Host
SEMINAR SESSION 1
10:00 - 10:40
The future of insurance broking
Challenging markets, takeovers, regulatory interventions, a Supreme Court case, changing client needs, new ways of working, Brexit, technology and innovation. How does a BIBA Broker remain resilient and stay one step ahead following such a dramatic 12 months in our sector? We garner insight from key industry leaders representing different sectors of broking.
Learning Objectives
By attending this presentation delegates should be able to:
• Explain the opportunities in modern day insurance broking
• Identify some of the regulatory developments that affect insurance brokers
• Define issues brokers may need to consider in the future
Panelists
Julie Page
Chief Executive Officer,
Aon UK Ltd
Panelists
Phil Barton
Chief Executive,
Partners&
Over the course of 40 years, Phil has developed a track record for building and leading successful teams and businesses, focused on two key factors:
1. Recruiting and placing trust in the best talent
2. An unswerving commitment to clients and building long term, mutually beneficial relationships
His various leadership roles with Scottish Amicable, AXA Life, Jelf and Marsh, have laid the foundation for his appointment as CEO (Insurance) at Jelf in 2010. In 2016, Phil was appointed Group CEO (Jelf) and a statutory board director of Marsh UK Ltd. This leadership experience provided the foundation and inspiration for creating a next generation advisory and broking business, Partners&, in April 2020.
Panelists
Carl Shuker
Chief Executive Officer,
A-Plan
Carl Shuker began his career at A-Plan in Oxford in 1981 and has had many roles within the business. He was appointed as Deputy CEO in 2000, has been the A-Plan CEO since 2008, and has taken the business through two MBOs. The Group has just been acquired by Howden.
A-Plan has been established since 1963 and operates through a growing network of 100 High Street branches and centres, focused mainly on personal lines, High Net Worth, specialist and SME business. As well as A-Plan Insurance, the Group includes Assured Futures (a protection only life assurance intermediary), KGM Underwriting, Endsleigh Insurance and Vast Visibility.
Panelists
Ian Donaldson
Chief Executive Officer,
Atlanta Group
Ian Donaldson is CEO of the Atlanta Group one of the largest and fastest-growing brokers in the UK insurance market and part of the worldwide Ardonagh Group. Entrepreneur Ian, created Autonet in 1998 from a standing start of zero policies. Organic growth and success followed, and they quickly became the UK’s largest van insurer. Ambitious acquisition growth began in 2016 and Atlanta currently incorporates digitally focused retail brands Carole Nash, Swinton Insurance, Paymentshield, Lloyd Latchford and Healthy Pets. With a net worth of over £1bn, 2500 colleagues based in 11 locations and servicing 2.6m customers, acquisition growth will continue as Atlanta secures its position as the industry leading digital broker.
Chaired by
Ashwin Mistry OBE
Executive Chairman,
Brokerbility
Ashwin has over 40 years’ experience in general insurance and broking, starting his career at Guardian Royal Exchange and becoming a Director at Brett and Randall in 1983. Following B&R’s organic success, Ashwin was instrumental in establishing the Brokerbility network. After leading a management buyout in 2009, the BHL group grew substantially and earlier this year joined forces with Clear Insurance Group. Ashwin 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.
By viewing the seminar sessions you may be able to count the time towards your CII Continuous Professional Development
SEMINAR SESSION 2
12:00 - 12:40
Business interruption
BI is a vital cover that brings resilience to businesses, but does it do what it says on the tin? A spotlight has been shone on BI cover following the coronavirus pandemic and this session will look at how business interruption can best serve the needs of customers going forwards, have more identifiable triggers and be easier to understand. Our panel of leading experts debate the issues.
Learning Objectives
By attending this presentation delegates should be able to:
• Summarise the complexities of business interruption insurance
• Describe how business interruption may need to adapt to customer needs
• Explain the challenges facing insurance brokers with BI Insurance
Panelists
Damian Glynn
Director, Head of Financial Risks,
Sedgwick International UK
Damian Glynn is Head of Financial Risks at Sedgwick. As both a Chartered Loss Adjuster and Chartered Accountant, he has chaired the Chartered Institute of Loss Adjusters (CILA) Business Interruption (BI) group for the past 13 years and has previously set BI examinations for them. He is a published author on the subject of BI and has run financial loss seminars in the UK and abroad for almost 30 years. Over the last decade, Damian has acted as an expert witness in both his accountant and adjuster capacities.
Panelists
Catherine Dixon
Director of Underwriting & Technical,
Allianz
Catherine has over 30 years’ experience in the commercial SME & mid-corporate insurance industry, holding positions in Underwriting, Risk Control and Portfolio Management with Allianz Insurance. She was appointed to the role of Director of Underwriting & Technical for Allianz in 2016. In her current role she leads the Commercial Technical function, developing and embedding sound underwriting and portfolio steering capabilities, liaising with Regional UK & Allianz Global Teams and ensuring adherence to governance frameworks, both internal and external market regulator requirements. Catherine plays a leading role in the Allianz Technical Excellence Programme, both within the UK and globally.
Panelists
Ed Lewis
Partner,
Weightmans
Panelists
David Williams
Managing Director, Underwriting & Technical Services,
AXA Insurance (UK)
David has over 30 years’ experience in General Insurance. He is active in lobbying government, particularly with regard to problems with claims farming and compensation culture. In 2018 he was recognised as Social Media Influencer of the year, and in 2019 won the Insurance Post Claims Achievement Award and was named Insurance Personality of the Year at the British Insurance Awards. David leads AXA’s work on Connected & Autonomous Vehicles, and is Chair of the ABI Autonomous Driving Insurance Group, the ABI Motor Committee, Chair of the RISC Authority, and is a Board Member of the Fire Protection Association.
Chaired by
Vivienne Hexter
Head of Technical – Commercial Risk Solutions, Aon
Vivienne is Head of Technical for Aon’s Commercial Risks, Health and Affinity division and a member of the Aon Global Technical Practice. ACII qualified, with over 30 years industry experience, Vivenne is responsible for writing and agreeing Aon’s policy wordings and providing technical support. She is responsible for investigating changes in the market, law and other challenges and provides guidance on such topics. Vivienne recently participated in the Lloyds Restart Covid BI project and was a contributor to the book ‘Business Interruption Policy Wordings – challenges highlighted by claims’. She is Chair of BIBA’s Property Committee and President of the London Business Interruption Association.
By viewing the seminar sessions you may be able to count the time towards your CII Continuous Professional Development
SEMINAR SESSION 3
14:00 - 14:40
Mental health in a post-pandemic landscape
This session will explore what the impacts of the pandemic and government restrictions have been on collective and individual mental health and wellbeing; and what new challenges may now be facing business leaders and managers, as they lead their teams out of what has been a very difficult time. With our conference host, Huw Edwards, Claire will discuss how organisational and personal resilience can evolve, what specific issues are facing leaders, managers and young people in our industry; and what skills leaders may need to embody if they are to lead the way in developing resilient organisational cultures.
Learning Objectives
By attending this presentation delegates should be able to:
• Describe the impact the pandemic has had on mental health
• Explain mental health confidently, within the workplace
• Identify signs of mental ill health at work
• Define how to develop resilience in themselves, and in their organisation
Speaker
Claire Russell
Founder & CEO, Mental Health in Business; TEDx Speaker; Keynote Speaker; Coach
Claire’s vision is to lead a global shift in mental health in the workplace. With her lived experience of mental ill health, and losing her partner to suicide in 2018; she is passionate about helping to effect change, break down taboos and open up the conversation about mental health.
Until early 2021, Claire worked as an insurance broker for more than 25 years, so she understands well the challenges faced by those working in the industry. She is also a prolific speaker – speaking candidly about her own experiences. She continues to be a committed volunteer, giving much of her time to her local Samaritans branch.
Interviewed by
Huw Edwards
Conference Host
By viewing the seminar sessions you may be able to count the time towards your CII Continuous Professional Development
Thursday
KEYNOTE PRESENTATION 3
09:00 - 09:40
BIBA - Talking Resilience
Reflecting the theme of the BIBA Conference 2021, our host Huw Edwards discusses resilience in all its relevant guises with BIBA Chair Jonathan Evans, Deputy Chair Laura High and Chief Executive Steve White.
Panelists
Jonathan Evans
Chair, BIBA
Panelists
Laura High
Deputy Chair, BIBA
Director of Newmarket insurance broking and underwriting business, Yutree. Laura started her insurance career with Norwich Union in 1995. She joined The Davis Group in 2004. When The Davis Group sold to Bluefin in 2007, Laura was appointed as Bluefin’s Director of Distribution. Laura is a qualified Member of the Institute of Leadership & Management, Cert CII, a qualified Mental Health First Aider, Chairman of The British Insurance Brokers Association’s Anglia region and Deputy Chair of the main board of BIBA. Outside of work, Laura is a keen artist and enjoys time with her family and walking, cycling, and going to the gym.
Panelists
Steve White
Chief Executive, BIBA
Steve was appointed Chief Executive of BIBA in May 2013 and leads from the front in promoting, assisting and understanding insurance brokers and their issues. He has spent 40 years in the insurance industry, working for the Orion Insurance Company, the General Insurance Standards Council and the Financial Services Authority, prior to joining BIBA in March 2004, as Head of Compliance & Training. Steve sits on the Directors’ Committee of BIPAR (the European Federation of Insurance Intermediaries) and the Executive Committee of WFII (the World Federation of Insurance Intermediaries). He is also a board member of the CII’s Society of Insurance Brokers.
Moderated by
Huw Edwards
Conference Host
KEYNOTE PRESENTATION 4
15:40 - 16:20
The Connected World
With first-hand experience of the influence of social media, for both good and ill, she considers the realities, hype and consequences of an increasingly connected society. She examines how leaders of all types have failed to grasp the implications of the technological revolution. Working at the intersection of business, politics, society and technology with both Facebook and YouTube, Elizabeth has helped leaders around the world understand how social media has changed the balance of power. In an era where the public’s need for authenticity has led to Donald Trump’s Twitter presidency, she asks how leaders in all areas can be accountable and transparent. She also looks at wider issues from the tech sector from the implications of ever-expanding global internet access to the millennial workforce to the industry’s moral responsibilities.
Speaker
Elizabeth Linder
Founder, Facebook Politics and Government Division, EMEA
Interviewed by
Huw Edwards
Conference Host
SEMINAR SESSION 4
10:00 - 10:40
Professional indemnity - a hard market
PI – the last defence for all professionals and a regulatory requirement for many. The BIBA PI Initiative has been running since 2004 – but this last year has seen the hardest market of all. Peter Blanc, Group CEO of Aston Lark chairs a session of experts offering insight and opinion into PI cover.
Learning Objectives
By attending this presentation delegates should be able to:
• Describe the complexities of professional indemnity insurance
• Outline the challenge for underwriters with PI Insurance
• Recall the issues for consideration when placing PI Insurance
Panelists
Gareth Hemming
Chief Distribution Officer, UK General Insurance, Aviva
I have been with Aviva for 31 years since leaving school and have a technical background in General Insurance, however for the last 13 years my roles have been concerned with business leadership.
I was MD of our SME business for 5 years up until 2019 at which point I moved to become Managing Director of Personal Lines. Most recently I have taken on the role of Chief Distribution Officer in April this year.
I live in Bowdon near Manchester and have three daughters aged 13, 15 and 17. In my spare time I enjoy getting out on my road bike whenever I can.
Panelists
Jane Kielty
Managing Director, UK Retail, Aon and BIBA Board Member
Jane Kielty joined Aon in 2005 and has 19 years’ experience in the broking and risk management industry. During her time at Aon, Jane has built her career moving from client director, through several leadership roles to become Managing Director of the UK Retail business where clients range from large Corporates to SMEs and private clients. In her current role, Jane is responsible for over a thousand colleagues who deliver risk and insurance solutions. She is actively involved with clients across all segments of Aon’s UK business, is a Chartered Insurance Broker, a member of BIBA’s Professional Standards Committee and a former BIBA Regional Chair.
Panelists
Richard Webb
Director, Manchester Underwriting Management
Richard has over 30 years’ insurance experience and started his career with General Accident. In 2000, Richard moved to Hiscox Insurance Company where he took on responsibility for establishing the London Branch underwriting professional indemnity, commercial and high value household insurances. During 2004, Richard moved to HCC International as a Director of the Professional Indemnity Division. In 2008, he took on the role of Head of Marketing & Broker Development working with all underwriting divisions of HCC International, before joining Manchester Underwriting Management in 2010, where he is the Director with responsibility for Claims and for Marketing and Broker Development.
Panelists
Nic Brown
UK Sales and Marketing Director, Markel UK
Nic joined Markel UK in December 2018, from his previous role at Bupa as Global Sales Director. He has worked across the full range of insurance and financial services products, both in the UK, Europe and Internationally and has previously held sales and marketing leadership positions at AXA, Cigna, Aetna and Citibank. Nic is passionate about delivering best-in-class sales and marketing capability and outcomes to Markel’s full range of brokers, accountants, solicitors, lawyers and range of distribution clients partners. He has been a key driver in delivering Markel’s revolutionary SME products and services, helping brokers drive business-changing growth for their customers.
Chaired by
Peter Blanc
Group Chief Executive Officer,
Aston Lark
Peter owned his own brokerage which he sold to Oval in 2007. He went on to become CEO in 2012 and sold the business to Gallagher in April 2014. In May 2015 Peter joined Aston Scott and 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 more than 45 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 of the broker arm of Hastings Direct, and was previously chairman of the Large Brokers’ Advisory Board at BIBA. In October 2020 Peter was appointed deputy president of the CII.
By viewing the seminar sessions you may be able to count the time towards your CII Continuous Professional Development
SEMINAR SESSION 5
12:00 - 12:40
Impact of covid-19 - regulatory priorities
The Covid-19 pandemic saw the Financial Conduct Authority (FCA) increase its focus not just on the financial resilience of firms, but on their operational resilience too, as the industry got used to a new way of operating. The resilience of customers became a high priority also, as forbearance measures and other expectations for firms dealing with customers impacted by the virus became increasingly important for good customer outcomes. So, what are the areas of continued focus for the FCA when it comes to the pandemic, and the considerations for the industry as the world starts to recover…?
Learning Objectives
By attending this presentation delegates should be able to:
• Describe what the FCA has learned from the pandemic
• Identify what this might mean for the industry and the continued expectations on it post-pandemic
• List the steps they could take to evaluate their own business against expectations
Speaker
Matt Brewis
Director, Insurance and Conduct Specialists, FCA
Interviewed by
David Sparkes
Head of Compliance & Training, BIBA
David has over 35 years of experience in the insurance industry and since 2002 has focused on insurance broking compliance. During that time David led a group’s firms through FSA authorisation, as well as providing technical compliance advice to over 150 firms, from the international to the very small, on UK regulations. David is able to bring a ‘regulatory mindset’ to his role at BIBA (which he took up in August 2013) having spent a number of years at the UK’s Financial Services Authority where he focused on insurance broker supervision.
By viewing the seminar sessions you may be able to count the time towards your CII Continuous Professional Development
SEMINAR SESSION 6
14:00 - 14:40
Equality, diversity & inclusion
The world of insurance is varied and exciting, a reflection of the many different customer communities and the society that the industry serves. The industry needs varied life experiences – race, social background, sexual orientation, age, religious, educational to list but a few areas – and to be able to show that it is inclusive and tolerant of those differences. Research has proven time and time again that D&I leads to better business results aiding decision making, long-term thinking, innovation, and competitive advantage. But only by exerting an explicit and sustained focus on D&I will we achieve increased productivity that will reflect the needs of our customers and society.
Learning Objectives
By attending this presentation delegates should be able to:
• Clarify the benefits to the business of having D&I at the heart of your business
• Create and implement an effective D&I plan in your business
• List some of the leading D&I Initiatives in the insurance industry today
Panelists
Rob Anarfi
Global Head of Compliance,
Beazley Group
Rob Anarfi has been Beazley’s global head of compliance for five years, having originally joined the group in 2012 as head of internal audit. During his time as chair of Beazley’s diversity & inclusion steering group, Beazley made significant progress enhancing the gender diversity of its senior leadership team. Rob now chairs RACE@Beazley, the group’s network focussed on race and ethnicity, but he remains a strong and active ally for all under-represented groups. Before joining Beazley, Rob held senior audit roles at the Financial Conduct Authority, Allianz, Zurich and Aviva. He qualified as a chartered accountant with PwC.
Panelists
Sima Ruparelia
Chief Actuary, UK, Europe and Global Specialty,
AIG
Sima is a senior qualified General Insurance Actuary with strong commercial acumen. She has extensive Pricing, Reserving and Capital experience across several large multi-national insurers and a big 4 consulting firm. At AIG, she is responsible for pricing and reserving across the UK, EMEA, Global Specialty and Talbot businesses totalling $8.6bn net written premiums. Sima was named in the 2020 Insurance Business Global 100. This highlights the very best leaders in the industry who are making a real difference in the market. In 2018, Sima was named an honoree of the ‘Women to Watch EMEA’ award recognising women leaders doing outstanding work in risk management and commercial insurance. Sima has since joined the Board of this foundation.
Panelists
Barbara Schönhofer
Founder & Chair,
ISC Group
Barbara set out 20 years ago to better understand the complexities of what it takes to change thinking and action in insurance. She started by bringing together businesswomen to share experiences and exchange ideas forming the Insurance Supper Club with other female leaders and from here branching out to an international community of women in insurance operating at C suite and board level. Four years’ ago ISC Group established as a full time CIC membership organisation, then in 2018 launched an associate company ISC France. In 2019 it opened membership to aspiring female leaders and this year welcomed all women with work lives in the insurance sector.
Panelists
Pauline Miller
Head of Culture, Lloyd’s
Pauline Miller is Head of Culture for Lloyd’s and responsible for the strategic and operational delivery of the Culture agenda across Lloyd’s. Pauline leads a multi-disciplined team that expands across Culture, Engagement, Diversity, Inclusion & Wellbeing and Responsible Business. Most notably since joining Lloyd’s, Pauline has led Dive In, the festival for Diversity and Inclusion across the insurance sector globally. Prior to Lloyd’s, Pauline held various positions at State Street, Barclays Wealth, Barclays Capital and Starcom Mediavest Group. Pauline is an emeritus advisory board member for the United Nations Foundation’s Girl Up organisation and is currently an advisor and trustee for Romildamor, a women’s rights organisation. Pauline recently completed her MSc in Occupational and Business Psychology with a research paper titled “The Missing Female CEO”.
Chaired by
Jason Groves
Global Director of Media Relations, Marsh, & Chair, Dive In
Jason Groves is Global Director of Media Relations at Marsh and Chair of Dive In – the Festival for promoting greater diversity and inclusion in the global insurance sector. Prior to joining Marsh in 2006, Jason was Editor at The Review, one of the world’s oldest financial magazines and a leading commentator on the insurance sector. He is the founder and executive sponsor for Marsh’s UK Pride Network and acts as a mentor to many LGBT business executives in the insurance and charity sector. Jason is a Member of the Chartered Institute of Public Relations and a Freeman of the City of London.
By viewing the seminar sessions you may be able to count the time towards your CII Continuous Professional Development
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