Registration including networking and breakfast.

Hosted by Dan Russell, Managing Director, Distribution Solutions, Fintel
Company overview delivered by John Milliken, CEO, Defaqto
Keynote speaker Claer Barrett, Consumer editor at the FT, and host of the FTs money clinic podcast.

Refreshment break.

A focus on distribution, product and regulation from across General Insurance. 
Brian Brown, Head of Insight & Consulting (Banking & GI), Defaqto
Branko Bjelobaba FCII, Principal Branko Ltd
 

The road to transparency - what is stopping us from making fully informed decisions. Panel debate with expert speakers from PPI/TISA/Eversheds and Defaqto.
This session is ideal for delegates interested in Life and Protection, Wealth Protection, Funds and DFM. 

Lunch and networking.

This consumer focused session includes discussion around AI, consumer insights and finance for Gen Z.

Brian will be covering the latest trends in the Home insurance market

Anna will be covering the latest trends in the Travel insurance market

A panel discussion with Defaqto’s Investment Consultants Jason Baran, Patrick Norwood, and Danny Luggah, and MICAP Director Guy Tolhurst

A focus on the Investment Funds, the services we offer and a deep dive into the statistics around the various ratings including: increase in volumes, changes made to processes and calculations.

Audience participation is actively encouraged in this session, so lots of opportunities to contribute and ask questions of the panel.

A 60-minute panel discussion with Defaqto’s Insight Consultants; Ben Heffer, Darren Winfield and Richard Hulbert. 

This session will cover key topics impacting the industry that cut across all areas of Wealth & Protection, including pensions; platforms; digital platforms (digital wealth and P2P); bonds and protection.

Again, audience participation is actively encouraged, so lots of opportunities to contribute and ask questions of the panel.

Afternoon refreshment break.

DFM Ratings session.

A panel discussion with Defaqto's Investment Consultants Fraser Donaldson and Mike Turner.

A focus on why Defaqto leads the way in the collection and analysis of DFM data. Providing insight into the depth and breadth of DFM data available, the statistics around the various ratings including: number of portfolios analysed, the process, the calculations, as well as the all encompassing Consumer Duty work being undertaken around these propositions.

Audience participation is actively encouraged in this session, so lots of opportunities to contribute and ask questions of the panel.

Mike will be covering the latest trends in the Motor Insurance market.

Angela will be covering the latest trends in the Pet Insurance market.

It is time to envision how human behaviour will change the coming years now that society is hit by a so-called 'polycrisis': where several crises in a row shake up society, rattle our mental wellbeing and spark a so-called 'fear for the future.' How does this affect our behaviour? Decision-making? And our perception of risk? Amidst this polycrisis, leaders have to embrace the next wave of digitalisation - and get their people, their customers and themselves aboard this new technology. And then there is a new generation of colleagues and customers: Generation Z. Their unique perspective on life gives us great insight into what the future will hold for all of us.

Drinks reception - an opportunity to catch up with industry colleagues.