This forum is run by Finance leaders, for Finance managers and directors. The main objectives of the group are :

  • To create a network of finance professionals across the mutual insurance sector
  • To explore topical issues in finance
  • To encourage active participation from attendees

2019 Finance Managers' Forum

27 June 10.30am-3.30pm - hosted by Royal London at the Grand Connaught Rooms, Ulster Suite, 61-65 Great Queen Street, London WC2B 5DA agenda


The latest meeting was held on Friday 20 July 2018, at the offices of Schroder Investment Management.

Slides from the event can be accessed below: 

25 Steps to ORSA Heaven, Paul Harwood, Holloway Friendly
Economic & Investment Outlook, Azad Zangana, Schroder Investment Management
The good, the bad and the ugly of reporting to the Board, Scott Eason & Amit Lad, Barnett-Waddingham
Effective delivery of Actuarial functions, Christopher Critchlow, OAC
Best Practice in Mutual Insurance Accounting, John Perry, BDO


The 2017 meeting was on 14 July at the offices of Schroder in London.  In opening the Forum, Lee Schopp, FD of British Friendly, and members of the AFM Development and Conference Committee set out the basis by which the Forum is intended to help Finance Managers 'Exceed Expectation': read the opening remarks here.

morning session afternoon session

Introductory Remarks, Lee Schopp, British Friendly 

Lessons learnt from Solvency 2, Graeme Charters, OAC

Economic and Investment Outlook, Azad Zangana, Schroder Investment Management 

Accounting update: 2017 and beyond, Ray Tidbury and Paul Bennett, Mazars

Data Analytics, Steve Dixon, SDA LLP and Duncan Cleat, Clearwater Analytics

General Q&A and closing remarks


The 2016 network was held on 29 June at the offices of Moore Stephens in London.  Slides from the event are available to download: 


The network met on 22 October at the London offices of Rathbones.  

Slides from the event can be downloaded here.

  • Investing in a low interest environment, Noelle Cazalis, Rathbones
  • Moore Stephens Solvency II engine: demonstration of calculation and reporting tool for Pillars 1-3, Omar Ripon, Moore Stephens and Bo Orskov Koldenberg, Asseco
  • Solvency 2: accounting changes in UK GAAP and iFRS, Ray Tidbury and Paul Bennett, Mazars
  • ORSA: practical experiences and regulatory feedback, Mick Campbell, Deloitte         
  • Working together to solve governance and operational challenges, Peter Bernie, Charles Taylor
  • AFM update, Martin Shaw, AFM

Prior to that, the netowrk met on 29 April, hosted by Royal London Asset Management.  


The meeting of the network was on 16 May at the offices of Barnett Waddingham in London.  


The CFO network met on 13 September in London and included presentations as follows:

·      Asset allocation- lesson from America, Gareth Haslip, JP Morgan

·      New accounting principles- impact on mutuals, Andrea Pryde, IASB

·      Conduct regulation, David Morey and Phil Watson, PWC (slides sent to attendees)

·      Mutuals’ Redeemable Shares Bill, Peter Hunt, Mutuo

·      Update on AFM activity, Martin Shaw, AFMPrevious meetings:

The network also met on 22 Feburary 2013 at the offices of Barnett Waddingham in London, and included the following items (click a link to see the slides):

·      Update on UK GAAP and iFRS,

·      Capital Requirements and with-profits funds,

·      Sustainable business models under Solvency II,

·      Risk versus Return under Solvency II

·      New investment opportunities: how insurers can fill the bank financing gap

·      Traded Endowment Policies

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