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


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


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 returnsTrevor Greetham, RLAM

Managing the financial risks of climate changePatrick Cleary, PRA

Economic ViewMelanie Baker, RLAM

Solvency II and counter intuitive resultsSteve Dixon, SDA

Cyber RiskMarios Kyriacou, The Security Bureau


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 HeavenPaul Harwood, Holloway Friendly
Economic & Investment OutlookAzad Zangana, Schroder Investment Management
The good, the bad and the ugly of reporting to the BoardScott Eason & Amit Lad, Barnett-Waddingham
Effective delivery of Actuarial functionsChristopher Critchlow, OAC
Best Practice in Mutual Insurance AccountingJohn Perry, BDO


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


The 2016 network was held on 29 June at the offices of Moore Stephens in London.  Slides from the event are available to download:

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