Newsletters

Mutually Inclusive, July 2024

This month’s crucial reading:

Andrew’s opening comments

What’s the latest business barometer telling us?

AFM conference and AGM 2024: have you booked your place yet?

Representation is important to customers too

The new government’s policy approach for financial services

Engaging and maintaining dialogue with members

The land that RDR forgot: regenerating mass-market investment advice

Latest analysis of solvency reporting

Hot off the press

Mutually Inclusive, April 2024

What’s inside this issue?

• Andrew’s opening remarks
• A Q&A with Andy Morris, AFM’s new Vice-Chair
• Mutuality: coming to a High Street near you?
• Mutual income protection providers paid out £70 million in claims in 2023
• AFM Leadership and Development Programmes 2024
• ‘Above and beyond the call of duty’: how Paycare has approached the Consumer Duty
• Our newest Associate member: LGIM
• Member news
• AFM events

Mutually Inclusive, February 2024

What inside this issue?

• Andrew’s opening comments
• Q&A with AFM Vice-Chair, Ann-Marie O’dea
• Should minimum insurance be mandated to boost financial resilience?
• AFM leadership development programmes 2024
• Gamifying cyber resilience
• Accuracy matters: so why do we make mistakes?
• Member news
• AFM events

Mutually Inclusive, December 2023

What’s inside this issue?

• Andrew’s opening remarks: 2023, the year in review
• The purpose of mutual and cooperative business in society
• AFM Conference 2024
• Regulation in context: ‘that was then… this is now’
• Forester Financial launches first sustainability report
• Cornish Mutual welcomes Meiji Yasuda for its latest Farm Walk
• One Family: Threadbare safety nets mean better protection products are needed for families
• New LV= research: 42% of UK adults continue to see finances deteriorating
• Neurodiversity, an opportunity – for talent – not a problem!
• What’s on in early 2024

Mutually Inclusive, October 2023

In this edition:

• Andrew’s opening remarks
• Introducing the new AFM Board
• Conference report
• Join the AFM team
• What’s the story? Mutual glory?
• Mutuality: supporting health and wellbeing in the UK
• Reports from LV= and OneFamily explore how confidence in family finances is falling
• Blog: should the water companies be mutualised?
• News from our members
• New Sales and Marketing roundtable
• Forthcoming Events

Mutually Inclusive, Summer 2023

In this edition:

• Chief Executive’s Introduction
• The 2023 AFM Conference & AGM: have you reserved your spot?
• Mutual Legalisation Reform: latest update on the Private Members Bill
• Think Tank Report Proposes Steps to Support the Modern Mutual Sector
• Worldwide mutual market share hits record levels in 2021
• Analysing Solvency and Financial Condition across AFM members in 2022
• Measuring the value of Mutuality
• Keeping our employees for the long-term
• Consumer Duty could be the gamechanger that we all need
• Enabling a ‘just transition’: a critical role for mutuals in the ESG agenda
• AFM welcomes new Members
• Mutual News
• Events and Training

Mutually Inclusive, April 2023

In this edition:

• Taking on the challenge and the opportunities
• The Consumer Duty – so much more than a checklist
• Recognising innovation in the mutual sector
• Encouraging a focus on staff benefits through Active Ownership
• Oh we do like to be beside the seaside! AFM Conference 2023
• The risks and opportunities biodiversity poses to portfolios
• Mutual Giving, Mutual News
• AFM Events & Training

Mutually Inclusive, February 2023

In this edition:

• Calmer waters in 2023?
• In conversation with AFM’s CEO-Designate Andrew Whyte
• LV= makes a welcome return to AFM membership
• Exploring the ethics and economics of AI adoption in UK Insurance
• Mutual legislation takes next steps forward
• Celebrating the role of sales and marketing in meeting the Consumer Duty
• How wind farms can power returns for insurance companies
• Mutual Giving, Mutual News
• AFM Events & Training, with Spotlight on AFM’s Mutual Leadership Development Programme

Mutually Inclusive, December 2022

In this edition:

• Conformity is the jailer of freedom and the enemy of growth
• Can value measurements indicate good outcomes for consumers?
• The Autumn Statement: what it means for mutual insurers
• Why Mutuality matters
• AFM welcomes two new Associate Members, Invesco and Meiji Yasuda Europe
• The importance of refreshing your Board
• Are leaders ready to control the use of Artificial Intelligence in their organisations?
• Bringing people together to solve complex problems
• Mutual Giving, Mutual News
• Events & Training

Mutually Inclusive, October 2022

Included in this edition:

• One Bill you should be looking forward to this Autumn
• Meet the new AFM Board
• Q&A with the new AFM Chair, Stuart Tragheim
• A round-up of the AFM Annual Conference
• AFM welcomes two new Members, Foresters Financial and NACFB
• Custodians of tradition, drivers of change: Board responsibilities within mutual insurance societies
• CEO succession planning: when was the last time you reviewed your strategy?
• The need to act on climate change
• The value of AI in the Life and Pensions sector
• Mutual Giving, Mutual News
• Events

Mutually Inclusive, August 2022

In this edition:

• The economy needs a strong and effective mutual sector
• AFM Key Statistics 2021/22
• How to succeed in emerging Life and Pensions ecosystems
• FCA’s Consumer Duty and the impact on the boardroom
• AFM welcomes new Associate Member, Latcham
• Cognitive bias as a barrier to tackling climate change
• Inspiring better futures for the next generation
• Join us for the AFM Conference 2022
• Mutual Giving, Mutual News
• Events

Mutually Inclusive, June 2022

In this edition:

• Modernising legislation for mutual insurers and friendly societies
• Counting down to the 2022 AFM Conference & AGM
• Boldness, creativity and a mutual mindset – the driving force that’s needed right now
• Analysing Solvency and Financial Condition across AFM members
• The Consumer Duty Podcast: navigating the right path
• AFM welcomes two new Associate Members
• Sheffield Mutual’s approach to tackling climate change
• Mutual Giving, Mutual News
• Events and Training