AFM Conference and AGM 2022
Date: 10 – 11 October
Venue: De Vere Cotswold Water Park, Cirencester
Set in the glorious, honey-hued surroundings of the Cotswolds, our 2022 Conference focused on ‘The Mutual Ecosystem’, exploring the various opportunities members have to work together to achieve better outcomes, and how we all influence and are affected by the environment around us.
Our sincere thanks to all our speakers, sponsors and exhibitors for their tremendous support for this year’s event, and to our delegates for making it the largest and most well attended conference to date.
Below you will find an outline of the programme and, where provided links (indicated in bold) to associated materials. If you require any further information, or would like to request materials not available below, please contact [email protected]
Main Conference Sessions
DAY 1
1: The current economic, regulatory and technology landscape
- Guest Speaker: Vicky Pryce
- Regulatory Keynote: Patrick Connolly
- Headline Sponsor EY: Humans at Centre, Technology at Speed, Innovation at Scale, Jill Hitchen, Chris Payne and Katie Roberts, EY (materials available on request)
2: Delivering value to key stakeholders
- Headline Sponsor Investec: Aligning your assets with your and your members’ values, Guy Ellison, Investec
- Transforming your proposition for the Consumer Duty, Jon Dean, Altus Group
- Special Guest Speaker: Marian Evans
- Measuring social impact as part of your approach to ESG, Emilie Goodall, Fidelity
Emerging Technology Sponsor: Managing Tech at Pace, David Davies, Navos
DAY 2
3: The wider mutual sector
- A review of the wider mutual sector in the UK and overseas, Ben Telfer, ICMIF, and the full ICMIF/AFM 2022 UK Market Insights report
- The Modern Mutual, Claire Entwistle, Alpha Consulting
- What are the really important things mutuals need to do in the future? Robin Fieth, BSA
- The Prudent Revolution, Henrik Allert, Lumera
4: How we shape up to the future
- Consumer Expectations: in conversation with Andy Morris
Our consumer expectations session included video content from several AFM members: MetFriendly – The MDU – Holloway Friendly – Cirencester Friendly – OneFamily
- Changing our destiny by modernising our legislation, Martin Shaw, AFM (Sir Mark Hendrick video available on request)
- Keynote Speaker: Jim Cregan
Breakouts
- Targeting net-zero in fixed income, Russell Baird and Jill Johnston, AegonAM (Pre-Conference breakfast session)
- Audit and Corporate Governance reforms, James Randall and Martin Watson, PKF
- Diversity, Equity and Inclusion: blueprint for mutuals, Richard Waddell, Hanover
- Consumer Duty: is this the death or re-incarnation of with-profits? Cath Gavin and Peter Lovegrove, Grant Thornton
- An introduction to mentoring, Martyn Roberts, P’doiing Training
- Securing a competitive advantage via member benefits, Andrew Holden, Parliament Hill (click here for further resources)
- Approaches to Corporate Governance in the sector (AFM 2022 Report on Corporate Governance in the sector), Martin Shaw, AFM
- Investment Panel, Richard Trimmer (Russell Investments), Andrew Epsom and Nick Woodward (RLAM), Ajeet Manjrekar (Schroders), Punil Chaubal (WTW)