Speakers List - Professional Adviser 360 2019
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Speakers

KEYNOTE: Robert Peston

Business/Political

Journalist & Broadcaster

Robert Peston is a journalist, presenter and founder of the education charity Speakers for Schools. Robert is currently ITV's Political Editor and host of their flagship politics and current affairs show, ‘Peston'.

Robert covers the latest happenings in Westminster and beyond, interviewing the important players on the national and international political scenes. Prior to his high-profile move Robert was the BBC's Economics Editor, revealing the stories behind the statistics and explaining the implications of domestic, European and global economic shifts. Before that, as Business Editor, he broadcast and published a series of exclusive and influential stories about the global financial situation. He revealed the crises at Northern Rock and RBS, the emergency rescue of HBOS, and the tumult around the credit crunch, bailouts and austerity.

Before joining the BBC, Robert was City and Assistant Editor of the Sunday Telegraph, in charge of the business and money sections, and the FT's Financial Editor. At the FT, he was a member of the editorial board and earlier he served as its Political Editor, Banking Editor and founder of the investigations unit.

Away from the cameras Robert has also won plaudits for his online journalism, and he is the author of critically acclaimed books including 'How Do We Fix This Mess?' and 'Who Runs Britain?'. Both examine the causes and long-term implications of the 2008 financial crisis. Whilst his third title, 'WTF?' takes a broader look at the world, what's gone wrong, and proposes possible solutions across politics, society and business.
Amongst a wealth of journalism awards Robert has to his name, he has won the Royal Television Society's Journalist of the Year, Specialist Journalist of the Year, and Scoop of the Year (twice), the Wincott Prize for financial journalism, and the Broadcasting Press Guild's award for Best Performer in a non-acting role.

Robert has written and presented a number of documentaries and factual series, notably four films about China's boom and probable bust, two films on the EU referendum, three films on the financial crisis, and the popular series ‘Robert Peston Goes Shopping'.

 

KEYNOTE: Jeremy Snape

Performance Consultant

Sporting Edge

Jeremy Snape is a former England cricketer and international coach with a Masters degree in sports psychology. He is the Founder and Managing Director of Sporting Edge, a high-performance consultancy that gives leaders and teams the Winning Mindset. Jeremy represented Northants, Gloucestershire and Leicestershire in a 19-year career which delivered nine trophies and gained 11 England caps. His fascination with the psychology of success started from the realisation while playing for England at a One Day International in India that his mindset was the biggest difference between success and failure.

An MSc in Sports Psychology accelerated Jeremy's transition into coaching and led to roles with Shane Warne's victorious team in the Indian Premier League and South Africa's cricket team who became the world's top- ranked test team in 2009. A growing reputation let to leadership projects for England's Premier League football managers and for the England Rugby Team during an 18-match unbeaten run.

A unique research programme to uncover the psychology of success in some of the world's most high-profile performers has seen Jeremy has interviewed hundreds of top coaches, athletes, neuroscientists, military leaders and performance experts over the past decade. Having distilled their thinking habits and advice into inspirational strategies to accelerate success in every sector, he has delivered leadership, change and team development sessions for the world's biggest businesses.

Jeremy is a regular contributor to the BBC, Sky Sports, City AM and the Financial Times. His fascination with the psychology of success, whether it be in sport or business, remains as strong as ever, as does his passion for helping others to achieve success.
www.sportingedge.com

 

STREAM CHAIR: Philip Martin

Co-Founder & Business Development Director

Unique Financial Planning

Philip co-owns and manages Unique Financial Planning, a general advice business with 25 advisers operating predominately in the south of England. Prior to this, he was Marketing Director at Openwork for six years, with responsibility for product propositions, marketing, PR and leading its investment company, Omnis Investments.

Prior to that, Philip spent two years with F&C Investments with responsibility for the asset manager's UK retail proposition and was Business Development Director at wrap provider Nucleus Financial Group, which he co-founded in 2006. He had previously been a founder-director of consultancy Abacus Financial Marketing, working with more than 65 life companies, asset managers, IFAs and industry bodies on a variety of strategic and proposition projects.

 

STREAM CHAIR: Cherry Reynard

Financial

Journalist

Cherry Reynard is a freelance financial journalist. She has worked for a range of national, consumer and trade titles including the Financial Times, Telegraph, Independent, Money Observer, Moneywise, What Investment, Citywire and Money Marketing. She has co-authored a book on investing in emerging markets and is six-time winner of the Investment Management Association's freelance journalist of the year award and four-time winner of the AIC Freelance journalist of the year award. She began her career as a tax accountant for PriceWaterhouseCoopers, before moving to investment bank JP Morgan.

STREAM CHAIR: Lee Robertson

Managing Director

Octo Members Group

Lee Robertson is the managing director of Octo Members Group, a new app based venture primarily aimed at supporting wealth managers and financial planners. He was the founding director of Investment Quorum but stepped back from the business in August although continues to provide strategic insight to the Board.
Lee is a regulator commentator on issues as well a regular columnist in several publications. He is well known for his client-centric views. He is a Fellow of the Chartered Institute of Securities and Investments and amongst other awards was recognised in the definitive Spear's Wealth Management Awards as one of the top ten wealth managers in the UK and was named wealth manager of the year by the in 2015. Lee was also named UK Wealth Management CEO of the year last year in the Le Fonti International Business Awards.
He is a founding director of the Association of Independent Non-Executive Directors and a Visiting Lecturer at the University of Westminster DisLab on the Digital MA course.

Graham Bentley

Managing Director

Graham Bentley Investment Intelligence

gbi2 is a specialist consultancy founded in 2013 to help asset managers, intermediaries and distributors create investment propositions that customers want to buy, delivered in a language they understand.
After over 40 years in investment marketing Graham has seen enough of the good, bad and occasionally outrageous to believe he can help the industry think and act very differently, to the ultimate benefit of investors and savers.
Notable achievements:

  • The first UK Corporate Bond fund in 1995 (M&G)
  • The first ‘critical yield' risk assessment process 1998 (M&G)
  • The first UK Platform end-to-end investment process 2001 (Selestia)
  • The first calibrated risk-targeted fund range 2008 (Spectrum)

Graham is expert in Behavioural economics and the psychology of
investing. A former economics and stock Markets "guru" at Virginmoney.com, he is prolific writer on investment matters in the trade and national press. An entertaining speaker, known for his ability to present complex subjects in an easy manner with a refreshing touch of irreverence.
He lists his interests as: "Playing stringed instruments, Cinema, golf, skiing and being a father"
Previously:

  • Skandia/Old Mutual Wealth - Head of Proposition
  • Selestia - Head of Investment Marketing
  • M&G - Investment Marketing Manager
  • Henderson - Director

 

Marcel Bradshaw

Head of UK Retail

Orbis Investments

Marcel Bradshaw, Bachelor of Commerce, Bachelor of Laws (University of Port Elizabeth), Admitted Attorney. Marcel joined Orbis in 2016 and leads the firm's UK retail initiative. He previously worked for Old Mutual in South Africa and more recently in London in various retail business development roles, and prior to that was responsible for building Sanlam's international business and international platforms. Marcel started his career with the Old Mutual Corporate Law division, specialising in tax.

Cindy Davies

Case Management Team Leader

The Pensions Regulator

Cindy leads a criminal investigations team within The Pension Regulator's Case Management function, which concentrates on the investigation of fraud and other criminal offences.
Cindy has been at TPR and its predecessor OPRA for almost 15 years, largely in case management.

David Ferguson

CEO

Nucleus Financial

Brought up in Edinburgh and something of a maths / tech geek, the formative years of David's career were spent as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus.
Believing that the customer needed to move centre stage, he embarked on a mission to build the UK's first collaborative and adviser-led platform which resulted in the creation of Nucleus in 2006. He has the great privilege of leading the small team that has made Nucleus a credible and refreshing market participant, particularly at a time when honesty and accountability have never mattered more.
Alongside his role as Nucleus CEO, David was appointed as a Fintech envoy for Scotland by HM Treasury in December 2016.
David lives with his sparkling wife Monique, precious daughter Nicole and boisterous son Angus in Edinburgh, and enjoys dining in, dining out, live music and following the city's mighty-ish Heart of Midlothian FC.

Ben Hammond

Principal Consultant

Altus Ltd

Ben has over 17 years' experience in financial services, and specifically in the platform space for the last 8. Prior to joining Altus, he worked for both Cofunds and Ascentric, building and launching new products and propositions as well as navigating the complicated world of regulatory change.
Ben works with a wide range of Altus clients across the UK and South Africa, helping them understand the future of the platform landscape, the impact change will have on running their businesses and how they can improve the efficiency of their operations.
Ben writes for and provides commentary to a number of well-known financial services publications. He co-authored the latest Altus white paper "Giving your platform wings" and his dream is to see all platforms in profit by 2025.
@BenHAltus  @AltusLtd

 

Adam Higgs

Head of Research, Adviser Services

Finance and Technology Research Centre

With 15 years' experience as a paraplanner and consultant across protection and wealth, Adam has vast experience of helping advisers and technology suppliers to develop, implement and select software solutions. As the Head of Consulting for adviser services at F&TRC, he has a detailed knowledge of the software suppliers in the market and led numerous projects to help them improve their offerings and better understand the needs of advisers. Specialising in technology selection in order to increase efficiency, improve compliance and meet regulatory requirements, Adam has worked with some of the largest advisory firms in the country and helped them to shape their requirements and source solutions to meet their business needs.
In his spare time and when not spending time with his wife and two children, Adam is a keen Arsenal fan and enjoys hacking his way around a golf course.

Tessa Lee

Managing Director

moneyinfo

With 20 years' experience in the Financial Services industry including nine years at 1st Software (now Iress), and two years at FinQS, Tessa has worked closely with a wide range of clients from Employee Benefits Consultancies, National IFAs and Networks to Mortgage Brokerages and smaller Financial Advisory and Financial Planning companies. She has directed a number of large scale programmes, delivering bespoke solutions for Wealth Management and Workplace clients, including two of the UK's largest employee benefits consultancies.
Tessa has extensive programme and project management experience and holds a number of the CII Financial Planning qualifications from FPC to Business Financial Planning.

Jacqueline Lockie

Head of Financial Planning

Chartered Institute of Securities and Investment

Jacqueline is the Head of Financial Planning at the Chartered Institute of Securities and Investment (CISI).
She has worked in the financial services sector since 1988 in technical and training roles and also as a financial planner.
She is a Fellow of the CISI and holder of the internationally recognised Certified Financial Planner Licence, for which she was one of the first examiners in the UK.
Jacqueline was previously Head of Training at the Association of Investment Companies and Director of Training and Education for the Institute of Financial Planning, where she designed, wrote and delivered new courses for financial advisers wishing to enhance their investment and planning skills and paraplanners to learn the methodology of financial planning.

Mark Loosmoore

Executive General Manager (Wealth)

IRESS

Mark has a successful track-record of business development in the IT and the Financial Services market, including helping both NCR and AT&T to establish themselves as key technology suppliers to the Insurance sector. In his role as Business Development Director for Focus Solutions Group, he led the company's growth - developing and launching new market propositions that resulted in a twenty-fold increase in revenue.
Mark joined IRESS in November 2011 as part of the commencing executive team to build the UK Wealth management division. A well-known industry figure, Mark is also a regular FinTech speaker at events and a media columnist. In 2016 Mark ran his first London Marathon and has since completed a half ironman. He is now in training for his first full ironman.

James MacGillivray

Head of Technical Support

James Hay

Neil MacGillivray heads up James Hay's Technical Support and has over 30 years' experience in financial services.

Neil's key role is to assist Financial Advisers with technical problems that they may encounter on general tax and trust issues. Neil is a regular speaker at conferences and contributor to the financial press on tax and trust topics.

He is also a Chartered Banker of the Institute of Bankers in Scotland and was formally the Chairman of the Association of Member-Directed Pension Schemes.

 

Justin Onuekwusi

Fund Manager

Legal & General Investment Management

Justin Onuekwusi is currently a multi asset fund manager at Legal & General where he joined in 2013. Justin started his career at Aon Consulting in 2003 where he was a senior investment analyst. He moved to Merrill Lynch in 2007 as a manager and research analyst and then joined Aviva Investors in 2010 where he became a multi asset fund manager. Justin studied Economics at the University of Warwick and is a CFA Charterholder. Outside of work he enjoys tennis, football, music and the cinema and theatre.

Will Oulton

Global Head of Responsible Investment

First State Investments

Will Oulton is the Global Head, Responsible Investment at First State Investments (FSI) based in the UK and is responsible for defining and delivering FSI's responsible investment and stewardship strategy globally. In this role he is tasked with advancing FSI's understanding of how ESG Factors impact long term investment value. He is also responsible for developing FSI's thought leadership programs and managing the RI Governance structure for the business.

Previous to this he was the Head of Responsible Investment for Mercer Investments across Europe, the Middle East and Africa, advising institutional asset owners on environmental, social and corporate governance matters. He has more than 15 years of experience working in sustainable and responsible investment. Before joining Mercer, Will was the Director of Responsible Investment at FTSE Group, where he led the development of FTSE's global sustainability services.

In December 2015 he was appointed president of the European Sustainable Investment Forum (Eurosif). He is also a Trustee Director of the CBA (UK) Pension Scheme, a fellow of the Royal Society of Arts, an Honorary Associate Professor at Nottingham University Business School's International Centre for Corporate Social Responsibility, Expert Panel Member of the Prince's Accounting for Sustainability program and sits on a number of investment industry advisory boards and committees.

Mark Polson

Founder and Principal

the lang cat

Mark Polson is founder and principal of the lang cat, a specialist platforms, pensions and investment consultancy. From its Edinburgh base, the lang cat works with platforms, life companies, asset managers and large advisory firms helping them interpret regulation, develop new propositions, turn marketing strategy into action and articulate their services in such a way that people without a financial services degree have a hope of understanding them. Bit by bit it aims to leave the industry just a little better than it found it.

The lang cat is also a strategic communications agency, offering PR and communication services to clients across retail investment, protection and fintech. The comms guys have access to the techy guys, and the techy guys are helped by the comms guys to communicate with impact. It's a good mix.

Mark is a prolific writer, contributor to the trade press and international public speaker, even when people ask him not to be. He doesn't play guitar as much as he'd like and spends more time than is reasonable going to gigs aimed at people considerably younger and more tattooed than him.

Keith Richards

Chief Executive

The Personal Finance Society

A recognised leader within the financial services sector, Keith has over 30 years experience operating at executive level across both manufacturing and distribution. He has an established media profile and is a visible figurehead within the financial services sector, regularly called upon for comment both home and abroad by various organisations, including Trade and National press.

Keith established a strong media profile whilst representing one of the UK's largest IFA Networks (Tenet Group) as Group Distribution and Development Director, prior to which he was Head of Retail for the largest mutual insurance company in the UK, Royal London Group. Actively engaged in the promotion of financial services within the UK and internationally, he has contributed to the boards of both AIFA (now APFA) and AMI. He sits on the board of the European Financial Planning Association (EFPA), a member of various government and regulatory working groups and is Chairman of TISA Exco for Adviser Protocol having also represented the intermediary advice sector over many years on a number of panels and strategic leadership forums.

Keith was appointed Chief Executive of the Personal Finance Society (PFS) in May 2013 and subsequently appointed as Managing Director of Engagement for the Chartered Insurance Institute (CII) on 1st August 2016. In addition to guiding the operational and strategic evolution of the PFS he has developed greater government and regulatory engagement for the FS and Insurance profession's, brought about enhancements to membership benefits and its national CPD programmes. Keith has also introduced a number of key consumer and Professional Standards initiatives which include a consumer website, the largest accredited adviser director in the UK, a pro-bono programme in partnership with Citizens Advice as well as a national anti-scam, consumer confidence and United Profession Campaigns.

 

Tali Shlomo

People Engagement Director

The Personal Finance Society

Tali Shlomo (Chartered FCIPD), People Engagement Director at The Personal Finance Society has a career in HR spanning 24 years. Tali has overall responsibility at the Chartered Institute of Insurance (CII) for people; diversity & inclusion policy; internal and external engagement; and learning, development and talent programmes. Recent successes include successful IIP Gold accreditation and achieving Diversity in Business Accreditation. Tali has lead the gender pay gap reporting and ethnicity pay gap reporting despite the CII being below the minimum 250 headcount requirement.

Andrew Tully

Technical Director

Canada Life

Andrew's primary role is the analysis and communication of pension regulation, legislation and taxation. He regularly writes and comments on pensions for the financial media, speaks at conferences and seminars and is a member of a number of industry-wide working groups. He is currently spending much of his time helping advisers work through the opportunities arising from the many changes taking place to the retirement income landscape. Previously, Andrew was Senior Pensions Policy Manager at Standard Life, where he spent 18 years over two spells, and he also worked for 7 years at Scottish Equitable as Technical Development Manager.

Alice Watson

Head of Marketing and Communications

Canada Life Home Finance

Alice joined Canada Life (then trading as Stonehaven and later as Retirement Advantage) in 2009, and has over 9 years' experience in the lifetime mortgage industry. As Head of Marketing and Communications, she has an in depth understanding of the intermediary market and extensive knowledge of product design and dynamics. Alice is passionate about adviser education and increasing the awareness of the need for holistic financial planning in the later life lending sector.
Alice holds the CII Certificate in Equity Release, and is a Member of the Chartered Institute of Marketing.