The 2017 AFM conference and AGM was held on 16 and 17 October, at the Crowne Plaza Stratford-upon-Avon.  The theme of this year’s event was “Our customers, our future”, and during the event we explored the subject via a wide range of case studies and insights into how mutual and not-for-profits are successfully growing their business by a focus on the best interests of the customer.

Slides and papers launched during the conference are available to download:

Session Presentation Other
Wider landscape for mutuals Frank Field MP (no slides)

Ed Mayo, Coops UK: top five issues for coops

Keith Wade, Schroders: economic landscape

J Haward, Independent Audit: board culture

Benefits to the welfare state of mutuality OAC slides Paper
Implementing PRIIPs and KIDs Zenith acturial slides to follow
Benchmarking SFCRs SDA LLP slides
NEW AFM Guide to GDPR working group slides Guide
Making Insurance more customer centric Anthony Hilton (no slides)

Heloise Rossouw, WTW: customer centric insurance

Iain Clark, British Friendly: mutual benefits

Peter Westall (Midcounties Co-operative): using values to drive service

Our customers our future Cary Wakefield: changing customer needs

Julian Wells, Whitecap: fintech strategy

Jason Whyte, EY: robo-advice

Damian Stancombe, Drumroll Creative: workplace well-being

Managing your cybercrime risks Sheila Pancholi, RSM
Alternative Investments for mutuals Slides from LGT Vestra, Investec and Schroders

Slides from the AGM are attached here.  For a more detailed account of AFM activities in 2016/17, see our Operational Report.  Minutes of the AGM are published here.

We’ve selected here some photos from the conference.  A full set of photos can be downloaded via this link.

For more information on the event, see:

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