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
2020
Due to the ongoing Covid-19 situation, all AFM physical events have been cancelled to the end of 2020.
In the meantime, we are planning a virtual alternative to many of our events and will provide further details on this soon.
Our next Finance Forum will be held on 1 July 2020, 10am-3.30pm, hosted by BMO, Exchange House, Primrose Street, London
2019
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
Slides from the event are available below:
The Power of Three: how to aim for strong risk-adjusted returns, Trevor Greetham, RLAM
Managing the financial risks of climate change, Patrick Cleary, PRA
Economic View, Melanie Baker, RLAM
Solvency II and counter intuitive results, Steve Dixon, SDA
Cyber Risk, Marios Kyriacou, The Security Bureau
2018
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 |
2017
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 |
2016
The 2016 network was held on 29 June at the offices of Moore Stephens in London. Slides from the event are available to download:
- PRA update and Day 1 reporting process, David Jeacock, PRA
- S2 and Corporate Bonds: turning constraints into opportunities, Martin Foden and Emmanuel Archampong, RLAM
- Annual P3 reports- what is required of PRA category 4/5 firms in 2017 and beyond? Omar Ripon, Moore Stephens
- The impact of lower risk free rates and guarantees under Solvency 2, Steve Dixon, Steve Dixon Associates
- Moore Stephens Solvency 2 Engine demo, Omar Ripon, Moore Stephens and Bo Orskov Koldenberg, Asseco