Held on 15/16 October at The Chesford Grange, Kenilworth, the theme of the 2018 Conference was ‘The Loyal Company’, which recognises the need for building a successful mutual of lasting relationships with customers, owners, employees, suppliers and the communities in which we operate.  A short video, which draws together these key ingredients, is available to view and download by clicking on The Loyal Company image.

The two-day programme provided a good opportunity to network, to share insights and knowledge, and to hear from key speakers from regulation and industry about their thoughts on topical content for the financial services/mutuals sector. [Conference brochure]

Slides from the event are available to download below:

Conference session title Speakers’ slides Additional resources
Re-envisioning the appeal of the sector to consumers Bob Andrews, Benenden Health

Richard Marshall, WTW

Hugh Karp, Nexus Mutual

Governance as a Springboard to Success Andrew Dyer, PRA

Christopher Critchlow, OAC

Iain Clark, British Friendly

Martin Shaw, AFM

The Loyal Company

AFM Consultation

AFM Members Staff Survey

Guest Speaker Rob Forkan, Gandys (to follow)
Culture and a commitment to the right working environment David Blunt, FCA

Paul Harwood, Holloway Friendly

Ian Hitt/Kate Nicholls, Agile Human

Guest Speaker Iona Bain, Young Money Agency
The wider operating environment Matt Christensen, AXA IM

David Webster, Duncan MacMillan Hospice

Paycare ‘The Loyal Company’ manifesto
Adding value by working with partners Steve Dixon, SDA

Mike Perry, PG Mutual

AFM Accelerate and Stepping Up programmes

If you would like slides from any of the breakout sessions, please email [email protected]. For CBT’s breakout session on Managing Mental Health at Work, please contact Antony Brown at CBT Clinics directly.  During the event, results from an IT survey for AFM run by Spark Data Systems were released, and a copy can be found here.

Slides from the AGM are available here. For a detailed account of AFM activities in 2017/2018, see our Operational Report.

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