Members

2 17Corporate partners

Helen Bunting VP, Marketing Communications AB Global AMiriana Dounis Manager, Web and Digital Media AB Global ASebastian Kadritzke VP, Communications AB Global ACandace Matthews-Beesley

Director, Marketing Communications AB Global E

Claudia Sanchez-Buenaventura

Client Relations Manager AB Global A

Piers Currie Group Head of Brand Aberdeen Asset Management EKim Goodall Head of UK Institutional Marketing Aberdeen Asset Management ESamantha Hurditch Head of UK Marketing Aberdeen Asset Management EDaniella Johnston Deputy Head of Marketing - UK Aberdeen Asset Management AHolly Sheridan-Hill Institutional Marketing Manager Aberdeen Asset Management AJames Whiteman Head of Investment Communications Aberdeen Asset Management AEmily Morris Director Acanthus Consulting ORachel Astley Senior Manager Accenture AGeorg Bauer Manager Accenture AJames Howell Senior Manager Accenture ADominic Stanyer Managing Director Accenture ELoren Wallis Analyst Accenture ANiamh Dalton Business Analyst Accudelta OLiam Houston Business Analyst Accudelta OJames Haycock Managing Director Adaptive Lab OBharat Sagar Executive Chairman AE3 Media EKen Marke Head of Strategic Development Ageas UK Ltd ESamantha Newsom Research & Insight Consultant Ageas UK Ltd ARobin Queripel Research & Insight Manager Ageas UK Ltd AGuy Vanner Managing Director AKG Financial Analytics Ltd PMatt Ward Communications Director AKG Financial Analytics Ltd PCharles Haresnape Managing Director, Residential Mortgages Aldermore ELucy Pilcher Senior New Partnerships Executive Alzheimer’s Society ERobert Sinclair Chief Executive AMI EIan Henderson CEO / Executive Creative Director AML PTim Lloyd Managing Director AML PLeanne Barnham Head of UK Marketing Architas EKate Mallinder Senior Marketing Executive Architas ALouise Somers Marketing Communications Manager Architas ADon MacBeath Digital Manager Architas Multi Manager AMalcolm Oliver Former Editor Argent EEleanor Blampied Marketing Executive Ashburton (Jersey) Ltd ARachelle Le Corre Marketing Executive Ashburton (Jersey) Ltd AElenor Bouchet Head of International Marketing Ashburton Investments ALeslie de Chernatony Professor of Brand Marketing Aston Business School EDavid Castling Head of Business Development Atom Bank ANeil Costello Head of Marketing Atom Bank AClare Framrose Head of Customer Propositions Atom Bank ALeigh Goodwin Marketing Manager Atom Bank AMaria Harris Director of Retail Mortgages, Digital

Mortgages Atom Bank E

Katy Ringsdore Head of PR and Internal Communications Atom Bank AAnthony Thomson Founder and Chairman

ChairmanAtom Bank, National Skills Academy for Financial Services

E

Lisa Wood Chief Marketing Officer Atom Bank EMark Mullen Chief Executive Atom Bank EMichael Sherwood Head of Customer Experience Atom Bank AChris Bailey-Munt Digital Marketing Consultant Aviva AKeith Bibby Director of Brand & Marketing

CommunicationsAviva A

Henrietta Flynn Head of Brand, Content, cR & Sponsorship Aviva ALindsay Forster Marketing Director Aviva EPeter Markey Director of Brand Communications and

MarketingAviva E

Andy McLennan Global Marketing Performance & Planning Aviva ADawn McMullan Head of Digital Customer Experience Aviva AStephen Mitchell UK Digital Head of Customer Experience

Strategy & InsightAviva A

Mehrene Shah-Fraser Global Marketing Capability Development Aviva ARob Hancock Group Customer Insights Manager Aviva A

James Henderson Head of Customer Management Aviva ARachael Laurie Marketing Strategy & Planning Director Aviva ALiz Cummins UK Web Communications Manager AXA Investment Managers AFusan Fidan Interim Head of web and Social Media AXA Investment Managers ATracy Knatt Head of Web & Social Media AXA Investment Managers ESanchari Roy Wholesale Marketing Manager AXA Investment Managers AStephen Watchorn Head of UK Client Marketing AXA Investment Managers EMary Zerner Institutional Marketing AXA Investment Managers AMartin Bellingham Head of Customer Insight AXA PPP Healthcare APaul Humphreys Senior Proposition Executive AXA PPP Healthcare ASimon Miller Head of Marketing AXA PPP Healthcare AMark Howes Managing Director AXA PPP Healthcare EJulie Evans Senior Communications Manager,

Commercial & CampaignsAXA Wealth A

Chloe George Communications Manager AXA Wealth AJulie Chung Customer Insight Modelling Manager AXA-SunLife AIan Cooper Head of Planning AXA SunLife AMark Jones Protection Director AXA SunLife ADean Lamble Managing Director AXA-SunLife EElena Miekus Modelling Analyst AXA-SunLife ASimon Stanney General Insurance Director AXA-SunLife AIan Bruce Marketing Manager Baillie Gifford & Co AScott Fleming Chief Customer & Commercial Officer Bank of Cyprus UK ECraig Leslie Marketing Manager Bank of Cyprus UK AAlice Theodorou Head of Marketing Bank of Cyprus UK ABenny Cribben Head of Customer Advocacy & Strategic

InitiativesBank of Ireland UK plc A

Andy Hobbins Head of Financial Services Capability & Development

Bank of Ireland UK plc A

Erika Bertrand Head of Digital Bank of Ireland UK plc ERichard Exton Head of Transactional Banking Bank of Ireland UK plc EJulian Panico Copywriter Bank of Ireland UK plc AMark Howell Director of Marketing and Customer

ManagementBank of Ireland UK Mortgages E

Alison Pallett Sales Director Bank of Ireland UK Mortgages EAdrian Fry Head of Customer Insights & Delivery Bank of Ireland UK plc ARaheel Ahmed Managing Director, Mortgage Products &

Customer, Personal and Corporate BankingBarclays Bank O

Sarah Jackson Brand Director Barclays Investment Bank ELouise Rogers Assistant Vice President Barclays Investment Bank ASarah Speake Head of Brand and Advertising, EMEA Barclays Investment Bank EClaire Fraser Global Head of Marketing & Communications Baring Asset Management ELaura Guest Marketing Executive Baring Asset Management AJacqui Rutka Head of European Channel Marketing Baring Asset Management AKatherine Sloan Head of EMEA Marketing Baring Asset Management AMichael Evans Global Head of Marketing Baring Asset Management EMatthew Albert Investment Communications Executive Baring Asset Management AJessica McGhie Investment Communications Executive Baring Asset Management AKim Bell Director BDifferent PTeresa Roux Director BDifferent PNigel Stockton Chief Executive Officer Bellpenny EIan Giles Marketing Director Belmont Green Finance Limited EDavid Tweedy Chief Executive Officer Belmont Green Finance Limited EIain Belson Senior Commercial BGL Group AAli Crossley Customer & Development Director, Junction BGL Group AJames Evans Group Communications Director BGL Group ADavid Lundholm Director, Group Corporate Development BGL Group EJen Mclatchey Associate Director - Customer Insight &

AnalyticsBGL Group A

Diane Blinkhorn Global Marketing Director Bibby Financial Services Limited ETim Broad iShares Wealth Marketing BlackRock ACandida DeSilva Director of European Marketing BlackRock EJosh Dibbens Vice President Digital Channel Marketing BlackRock ALoic Echaubard Brand, Advertising and Media BlackRock AIan Forrest Chief Marketing Officer, EMEA BlackRock AAmanda Groom Vice President, ishares BlackRock AClay Hagland Head of Marketing, iShares BlackRock ELauren Hilland Campaigns Team, iShares BlackRock A

E Executive Member A Associate Member P Practitioner Member O Online Member

Hazel Pitchers Head of EMEA Retail Marketing BlackRock EHector Reid Copywriter BlackRock AMylene Renier-Schram

Vice President - iShares BlackRock A

Heather Smith Vice President Marketing Manager BlackRock ANataline Terry Head of UK Retail Marketing BlackRock EChris Thomson Vice President, Strategic Messaging &

Thought Leadership BlackRock A

Courtney Waterman Director, EMEA Institutional Marketing BlackRock EShaun Hammond Global Head of Marketing BNP Paribas Securities Services EDiane Lansard UK Marketing & Communications Manager BNP Paribas Securities Services AMegan Roberts UK Marketing & Communications Manager BNP Paribas Securities Services ATara Dennehy EMEA Communications Executive BNY Mellon AGillian Huson Senior Manager - Brand and Key Accounts BNY Mellon AHelen Chesworth Head of European Wholesale Marketing BNY Mellon Asset Management EJemma Gosling Head of Programme Management BNY Mellon Asset Management AAsmita Kapadia Head of EMEA & Asia Pacific

CommunicationsBNY Mellon Asset Management E

Kate Rowland Head of Marketing Operations BNY Mellon Asset Management ALizzie Gerrard Marketing Executive, UK Brand and Key

AccountsBNY Mellon Investment Management

A

Anne-Marie Mcconnon

Marketing Director BNY Mellon Investment Management

E

Lucy Silva Institutional Marketing Manager, EMEA BNY Mellon Investment Management

A

Martin Wiggins Managing Director brandformula OAlan Thorpe Digital and data Director Bray Leino Yucca OPeggy Young Associate Director Breaking Blue Research PRyan Ross Strategic Account Director BrightTALK AStuart West Sales Director BrightTALK EAngus Henderson Executive Producer BrightTALK OFiona Beukes Senior Marketing Manager Brooks Macdonald ANatasha Kimberg Marketing Manager Brooks Macdonald AMary McDougall Digital Marketing Executive Brooks Macdonald AGhislaine Perry Head of Group Marketing Brooks Macdonald EWebb Seymour Marketing Executive Brooks Macdonald APeter Stewart Digital Marketing Executive Brooks Macdonald AIan Carter Head of Marketing - Global Banking and

Financial MarketsBT Group plc E

Vicky Bristow Burson-Marsteller OPaul Kenny Director, Market Databases Group CACI Limited PTracy Weir Senior Vice-President CACI Limited PKeith Carby Chairman and Chief Executive Officer Caerus Capital Group Ltd ELotty Bennett Marketing Executive Canaccord Genuity Wealth

ManagementA

Victoria Brown Marketing Executive Canaccord Genuity Wealth Management

A

Annette Cmela Head of Brand and Design Canaccord Genuity Wealth Management

A

Jane Parry Head of Marketing and Communications Canaccord Genuity Wealth Management

E

Sarah Tomlinson Marketing Executive Canaccord Genuity Wealth Management

A

Rachel Solomon Marketing Manager Canaccord Genuity Wealth Management

A

Chris Cahill Head of Marketing Communications Canada Life EHelene Durckel Marketing Manager Canada Life ASharddha Lad Digital Marketing Manager Canada Life AKaren Stacey Marketing and Technical Support Manager Canada Life ARichard Thaw Propositions & Insight Manager Canada Life AIan Goulsbra Senior Sales Director Canada Life AHannah Ayme Senior Manager Capital Group ADavid Cowdell Senior Marketing Manager Capital Group EEmma Friend Senior Manager, Institutional Marketing Capital Group ADavid Orr Product Marketing Capital Group ABob Young Managing Director Capital Home Loans Limited EJamie Moran Head of Marketing (Europe) Capital International Ltd EAlison Price Cardif Pinnacle ORick Duncan Head Of Digital Castle Trust A

Alex Hammond Head of Mortgage Marketing Castle Trust ERheona Kynoch Marketing Manager, Mortgages Castle Trust AJeremy Stevens Head of Investment Marketing Castle Trust AStephanie Bone Marketing Manager Cazenove Capital Management AStephanie Cooper Content and Communications Manager Cazenove Capital Management AJane Cottrell Events Team Leader Cazenove Capital Management AChris Nott Business Development Specialist Cazenove Capital Management AJayne Spademan Head of UK Marketing Cazenove Capital Management EAmelia Thornton Marketing Assistant Cazenove Capital Management APeter Mann Director of Client Services CDS Digital PSandeep Saujani Centaur OZarna Amin Director, Campaign Management CFA Institute APhilip Lowther Marketing Director, EMEA CFA Institute AKate Condon Social Media Manager, EMEA CFA Institute ARoselle Allsop Head of Marketing Charter Court Financial Services APaul Whitlock Director of Savings Charter Savings Bank AMark Dennis Director Charterhouse Research PJulie Irwin Managing Director Charterhouse Research PJo Parker Chief Executive Officer Chime Specialist & Teamspirit

GroupP

Darragh Gray Director of Communications and Marketing EMEA

Chubb E

Rob Holmes Marketing Communications Leader, Private Clients and Small Business

Chubb A

Lucy Brooksbank Head of Marketing Churchill and Privilege AAlison Graham Head of Banking Product Team Citibank ADimitrios Magkos Head of Sales Wealth Management Citibank ATony Ward Chief Executive Clayton Euro Risk Emichael brewer Clerestorey OAdam Sharp MD & Co-Founder CleverTouch OCaroline Maidment Director and Co-Founder Cloth Court Communications PCathy Walker Managing Director and Co-Founder Cloth Court Communications PLinda Docherty Senior Relationship Partner and Chair, CML Clydesdale Bank AFred Sharp Head of Mortgage Distribution Strategy Clydesdale Bank EJohn Tooth Head of Intermediary Distribution Clydesdale Bank Plc ABen Curson Managing Director CNC - Communications &

Network Consulting AGP

Claire Maloney Managing Director CNC - Communications & Network Consulting AG

P

Samantha Christopher

Head of Marketing & Proposition Cofunds E

Tim Harding Marketing Communications Executive Cofunds ALaura Maddison Marketing Project Leader Cofunds ABecky Midl Marketing Executive Cofunds ADebbie Walker Marketing Services Manager Cofunds AMartin Wigginton Head of Product and Commercial Cofunds ANicola Brady Marketing Services Manager Cofunds AMaz Hayes Senior Client Director Cognifide PMatthew Cumber Commercial and Technical Manager Colleys Property Experts EMatt Cocquelin Digital Marketing Manager Collinson Group ADavid Evans Managing Director, Insurance & Assistance Collinson Group EGraham Hollebon Head of Marketing & Product, Insurance and

AssistanceCollinson Group E

Luella Keeble Content & Social Media Manager, Insurance & Assistance

Collinson Group A

Rob Thomas Head of Brand & Acquisition, Columbus Insurance Services

Collinson Group A

Janet Titterton Group PR Director Collinson Group EAlison Wild Head of Marketing, Columbus Insurance

ServicesCollinson Group A

Errol McGlothan General Manager, EMEA Collinson Lifestyle Benefits EGeorgina Brazier Direct Marketing Manager Columbia Threadneedle

InvestmentsA

Diana Portman Head of European Wholesale Marketing Columbia Threadneedle Investments

E

Adam Roberts Digital Marketing Manager Columbia Threadneedle Investments

A

Anna Robinson UK Wholesale Marketing Executive Columbia Threadneedle Investments

A

Sarah Shove Head of Marketing Communications Columbia Threadneedle Investments

E

Carine Walker UK Wholesale Marketing Manager Columbia Threadneedle Investments

A

Adam Brown Global Head of Marketing Columbia Threadneedle Investments

E

Rupert Pybus Chief Operations Officer - Distribution Columbia Threadneedle Investments

E

John Bagshaw Corporate Services Director Connells Group EAdrian Scott Group Mortgage Services Director Connells Group ERoss Bowen Managing Director Connells Survey & Valuation ENiels Footman Senior Writer Copylab PStuart Grant Commercial Director CopyLab PAndrew Montlake Director, Brand, Marketing & Communications Coreco Group OGuy Batchelor Sales and Marketing Director Countrywide APeter Curran Managing Director, Financial Services Countrywide EPaul Hunt Marketing Director, B2B & Financial Services Countrywide AGrenville Turner Group Chief Executive Officer Countrywide EKevin Purvey Head of Intermediaries Coventry Building Society ERobb Corrigan Head of Staff Decura ERemko Bijtjes Commercial Director Defaqto Ltd EBrian Brown Head of Insight (Banking & GI) Defaqto Ltd EDavid Cartwright Head of Insight & Consulting (Wealth &

Protection)Defaqto Ltd E

Warren Hunter Sales Manager, Web Aggregator Sales Defaqto Ltd EMalcolm Murphy Senior Account Manager Defaqto Ltd ECharles Perkin Events Manager Defaqto Ltd EFrank Pocatczek Senior Vice President (Funds & DFM) Defaqto Ltd ESanda Ringsma Head of Marketing Defaqto Ltd EFaye Walters Senior Account Manager Defaqto Ltd AChris Gordon New Business Director Dentsu Aegis Network OPaul Atkinson Director Derwent Communications PRupert Hodson Chief Executive Officer - Co-Founder Dianomi PAnand Sindgi EMEA Sales Director Dianomi PAndrew Scott Consultant Digital Wealth and Asset

ManagementO

Simon Thexton Strategic Partnership Development Manager Dignity Pre Arrangement Ltd APaul Togill Head of Corporate Partnerships Dignity Pre Arrangement Ltd ESteve Wallis Commercial Director Dignity Pre Arrangement Ltd EKarl Brown Head of Customer Journeys Direct Line Group AFrances Browning Head of Brand PR & Social Media Direct Line Group EKerry Chilvers Brands Director Direct Line Group EAnn Constantine Head of Market & Competitor Insight Direct Line Group EMark Evans Group Marketing Director Direct Line Group ESimon Henrick Head of News and Issues Direct Line Group AClaire Jarrett Media Relations Executive Direct Line Group AKatrina King Director of Customer Value & Experience Direct Line Group ESid Nyein Customer Analytics Manager Direct Line Group AWendy Pearson Head of Marketing, Direct Line Direct Line Group AManuela Pifani Head of Customer Strategy & Experience Direct Line Group ESam Taylor Head of Marketing Direct Line Group EJanice Townley Insight Specialist Direct Line Group AAinara Ayala-Soriano Customer Strategy and Performance

ManagerDirect Line Group A

Satarupa Banerjee BTL Marketing Manager Direct Line Group ARob Sanders Co-Founder DOOR EEmma Lawton Dow Jones OClement Chichignoud Marketing Executive Downing LLP AJenana Keki Marketing Executive Downing LLP ATom Periton Digital Marketing Manager Downing LLP AJason Jarvis Head of Client Propositions & Marketing Duncan Lawrie Private Bank EDouglas Keighley Marketing Communications and PR manager Duncan Lawrie Private Bank AZeena Patel Marketing and Client Experience Manager Duncan Lawrie Private Bank ANiti Saini Senior Propositions Manager Duncan Lawrie Private Bank ASabina Sheehan Digital and Product Marketing Manager Duncan Lawrie Private Bank AClare Garratt Ecclesiastical OKate Whittaker Marketing and Brand Consultant Ecclesiastical EChris Clark Managing Director Ecclesiastical Planning Services

LtdE

Philip Baker Head of Retail Distribution Eden Tree Investment Management

A

Daniel Barber Head of Sales and Marketing EdenTree Investment Management

E

Ailsa Bates Account Director Editions Financial PChris Baur Editorial Director & Chief Storyteller Editions Financial PJohn Cooper Director of Content Editions Financial PRowan Morrison Managing Director Editions Financial PHelen Park-Weir Head of Marketing UK EFG Private Bank Ltd EAlistair Welham Head of Marketing Elevate - Part of Standard Life EJess Lepore equimedia OJohn Elder Managing Partner Family Office Advisors LLP EBecky Bolton Account Director Fat Media OJet Cooke Head of Marketing - End Investor Fidelity International EBeth Cowley Senior Marketing Manager Fidelity International AJohn Ennis Associate Director, Broadcast Marketing Fidelity International ESarah French Associate Director, Customer Engagement Fidelity International EJames Harris Head of Financial Services Marketing Fidelity International EJonathan Hewitt Head of Marketing Fidelity International EMatt Hogan Category Director Mass Affluent Fidelity International EAndrew Lang Senior Marketing Manager Fidelity International EKaren Le Maistre Associate Director, Insight and Marketing

PerformanceFidelity International E

Neil Massie Head of Wholesale Marketing Fidelity International EJeena Nadarajan Associate Director, Public Relations Fidelity International ERussell Nash Senior Marketing Manager Fidelity International ARazya Siddiqui Assistant Marketing Manager Fidelity International APaul White Senior Marketing Manager, Marketing

CommunicationsFidelity International A

Justin Mould Managing Director Fin International OPatrick Waldron Chief Executive Fintrax ENick Eades Marketing Director Fintrax AZoe Burns-Shore Head of Marketing First Direct ATracy Garrad CEO First Direct ENick Harrison Head of Customer Value Management First Direct ACaroline Haley Director First Quartile (Part of FWD) PKim Smith Investment Communications Director First Quartile (Part of FWD) PGordon Gourlay Managing Director PO Businesses, Bank of

Ireland and CEOFirst Rate Exchange Services E

Sarah Mahomed Ross First State Investments OHoward Flight Chairman Flight & Partners ETim Wheeldon COO Fluent Money Ltd EBen Cowley Flying Colours OSarah Reynolds Head of Marketing Foresters ARoland Cross Director Four Broadgate PMark Knight Director Four Broadgate PCaroline Carroll Sales Director Franklin Templeton Investments ESamantha Crocker Marketing Director, UK Franklin Templeton Investments ADavid Delaney SVP Global Advertising & Brand Engagement Franklin Templeton Investments EJamie Hammond Sales and Marketing Director Franklin Templeton Investments ERichard Riley Marketing Manager Franklin Templeton Investments ANick Thorp UK E-Marketing Manager Franklin Templeton Investments AIan Wilkins UK Country Head Franklin Templeton Investments AJane Dalton Future Flowers OGug Kyriacou Joint Managing Director FWD Consulting PVictoria Sisson Business Development Director FWD Consulting PMichael Gaughan Chief Executive FWD Group Limited PElizabeth Campbell-Warner

Gabriel Research & Management Ltd

O

Melanie Archer Senior Marketing Manager, Institutional - LatAm, Nordics & UK

GAM (UK) Ltd A

Stacey Coglan Media Relations Manager GAM (UK) Ltd ELynn Mah Head of Global Sales Marketing GAM (UK) Ltd EAlex Ourris Senior Marketing Manager, UK &

International AdvisoryGAM (UK) Ltd A

Claire Richards Senior Marketing Manager, UK Wholesale GAM (UK) Ltd AClementine Bernhardt Marketing Manager, UKI Getty Images PDavid Stanley Marketing Director Getty Images P

E Executive Member A Associate Member P Practitioner Member O Online Member

Andy Glazier Partner Glazier Research & Consulting Ltd

P

Vahe Vartanian Founder & Managing Director Global Family Office Community PDavid Smith Chief Executive Global Futures & Foresight EGeorgina Calder Head of Financial Services – Client and

Agency DevelopmentGlobal Radio P

Alison Jones Trade Marketing Manager Global Radio PAlison Page Director of Commercial Category and

EnterpriseGlobal Radio P

Katherine Brasco Executive Director Goldman Sachs EMichael Laczika IMD Communications Group Goldman Sachs ARob Mather Associate Goldman Sachs AKate Stokes Head Of IMD Communications Group, EMEA

& Asia Pacific (ex-Japan) Goldman Sachs E

Fabio Tammaro Associate Goldman Sachs AWill Hayler Analyst Goldman Sachs ALeana Kasapis Executive Director, International Marketing

StrategyGoldman Sachs E

Elisa Magistrali Executive Director, International Marketing Strategy

Goldman Sachs E

Kai Reeck Executive Director Goldman Sachs AJanina Sonnenfeld Marketing Associate Goldman Sachs AKevin Mathers Country Sales Director Google UK Ltd ODanae Silvey Industry Manager & Social Lead, Finance UK Google UK Ltd PHanne Tuomisto-inch Senior Industry Head, Finance Google UK Ltd PJames Edsberg Partner Gulland Padfield OHenry Weston-Davies Gulland Padfield OAlexandra Hinton Marketing Assistant Hampshire Trust Bank ANicki Holmes Marketing Director Hampshire Trust Bank EStuart Hulme Director of Savings Hampshire Trust Bank ALouise Meeson PR and Marketing Communications Manager Hampshire Trust Bank ASuraj Shah Digital Marketing Manager Hampshire Trust Bank AMark Sismey-Durrant Chief Executive Officer Hampshire Trust Bank ESimon Alderson Corporate Communications UK Handelsbanken ATabitha Roberts Acting Head of Communications Handelsbanken ACharlotte Webb Web Editor Handelsbanken AHolly Williams Digital Communications Manager Handelsbanken APaul Casey Head of Marketing and Communications Hannover Re UK Life Branch ERobin Duffy Business Development Actuary Hannover Re UK Life Branch APaul Edwards Manager Medical Risk Hannover Re UK Life Branch AAlessandra Pierandrei Marketing and Communications Specialist Hannover Re UK Life Branch ANay Wynn Senior Actuarial Analyst Hannover Re UK Life Branch ATom McPhail Head of Pensions Research Hargreaves Lansdown EKat Patton Hargreaves Lansdown OPhil Brooks Research Director Harris Interactive PMichael Worledge Financial Services Sector Head (Research

Director)Harris Interactive P

Sarah Green Harrods OWill Cooper Harte Hanks OAlan Thompson Director Haystack Group PJas Sidhu Head of Acquisition and Retention Police Mutual Assurance

Society LtdA

Sarah Griffin SEI Asset Managment Head of Marketing AYasmin Zarabi VP, Head of Legal and Compliance Hearsay Social PChris Andrew Managing Director Hearsay Social EMEA PMarian Black Head of Investment Marketing Heartwood Investment

ManagementA

Charlotte Fletcher Investment Communications Associate Heartwood Investment Management

A

Alexia Barra Head of Digital Marketing Henderson Global Investors AAllyson Foster Head of Brand and UK Retail Marketing Henderson Global Investors EHarkamal Gill Head of Wholesale Selector Marketing,

EMEA LatAmHenderson Global Investors A

Leonie McDonald Marketing Executive Henderson Global Investors AJoel Miller eBusiness Manager Henderson Global Investors ARob Page Global Head of Marketing Henderson Global Investors EJames Senior Head of Wholesale Adviser Marketing, EMEA

and LatAmHenderson Global Investors E

Manuela Maestroni Marketing Manager, EMEA and LatAm Henderson Global Investors APauline Bush Marketing Director Hermes Investment Management E

Andrew Hunt Manager, Design and Production Hermes Investment Management AKaty Jones Marketing Manager Hermes Investment Management AClaire Woodward Marketing Manager Hermes Investment Management AAlan Bittle Head of Strategic Sourcing HH Global PKevin Dunckly Chief Digital and Innovation Officer HH Global PIan Holmes-Lewis Solutions Director HH Global PCatherine Marsden Group Research & Insights Manager HH Global PMichael Pilgrim CEO and founder Highbrook Media OAnnabel Venner Global Brand Director Hiscox EHelen Westbrook Head of Marketing - Europe and Middle East HSBC Private Bank EDusica Neill Business Development Director IDHL Group PAndy Watosn Head of Group Marketing IDHL Group PChris O’Brien Associate Director IFF Research ODavid Ewing Chief Executive Officer Ingard Group EDavid Bower Head of Marketing EMEA Invesco EIan Marsh Head of Demand Generation Invesco AClare Muggeridge Digital Marketing Content Manager Invesco ARichard O’Brien Head of UK Institutional Marketing Invesco AHelen Parr Head of Internal Communications, EMEA Invesco AMay Auster Brand Manager Investec AIain Clark Head of Retail Marketing Investec EPhilip Cooper Private Clients Proposition Manager Investec ADenese Edgar Head of Marketing, Investec Private Bank Investec Bank EEmma Haefeli Marketing Manager Investec Bank AGeorgina Lewis Marketing Manager, Private Bank Investec Bank AKelvin Cooke Marketing, Lending Investec Private Bank ACorrine Kristoff Senior Marketing Manager Investec Private Bank AKate Dixon Senior Marketing Manager Investec Wealth & Investment AAidan Lisser Chief Marketing Officer Investec Wealth & Investment ETrevor Isherwood Managing Director Isherwood + Company Ltd OAlastair Conway Chief Executive James Hay EStephanie Gold Head of Marketing James Hay ATania Powell Head of Insight James Hay AChris Smeaton Director of Commercial & Strategy James Hay AMartin Boddy Chief Executive Officer Jaywing POlly Sowden Partnerships Director Jaywing PJohn Gilbert Chief Executive JGFR Ltd PJohn Wilkinson MD John Wilkinson Consultancy Ltd OKrupa Parmar JPES Partners OToni Craig Marketing Manager Jupiter Asset Management ASarah Dent Advertising Manager Jupiter Asset Management ALaura Haynes Senior Advertising Executive Jupiter Asset Management ARegula Stricker Senior Marketing Manager Europe Jupiter Asset Management EGarry Whitefield Head of Channel Marketing, UK Channel

MarketingJupiter Asset Management A

Stewart Conway Head of Digital Marketing Jupiter Fund Management ODavid Bitner Head of Group eCommerce Just Retirement Group plc ADavid Cooper Group Marketing & Distribution Director Just Retirement Group plc EMeg Dickens Head of Corporate Marketing Just Retirement Group plc ANicola Fleming Brand Implementation Manager Just Retirement Group plc AAntony Gore Head of Marketing Services Just Retirement Group plc ASimon Gray Group Sales Development Director Just Retirement Group plc AMike Holland Head of Insight, External Affairs Just Retirement Group plc ADominic Holmes Business Development Director Just Retirement Group plc AStephen Lowe Group Communications Director Just Retirement Group plc EGary Hockey-Morley Principal Director KHM Consulting Ltd EMartin Brown New Business Director King and Tuke Ltd OSuzanne Buckle Kino Design OAndrew Wingfield Partner KWM OJohn Goodall CEO Landbay Partners EClare Joy Communications Manager Landbay Partners ALouise Pegg Head of Marketing Landbay Partners ALaura Hastings Joint Managing Director Lansons PTony Langham Chief Executive Lansons PSophie Lilley Board Director Lansons PRebecca Mayo Joint Managing Director Lansons PRimmi Shah Associate Director Lansons P

Lewis Wilks Account Manager Lansons PLee Brown Head of Credit Cards & Cross Sell LaSer UK AJohn England Account Director Latcham Direct PParisa Haghighat Marketing Co-Ordinator Latcham Direct PMike Hughes Managing Director Latcham Direct PJaedon Green Director of Products Leeds Building Society ENikki Marsh Director of Customer & Digital Leeds Building Society AMartin Richardson Director of Operations Leeds Building Society EVicky Cope Marketing Executive Legal & General APeter Elliott Head of Marketing Proposition Legal & General ECatherine Every Head of Marketing Communications Legal & General AAndy Humphreys Marketing Director, Individual Retirement Legal & General ERoss Jones Head of Digital Legal & General ASibrina Lindsey Marketing Executive Legal & General AEmma Ling Marketing Manager Legal & General AVicki McGregor Marketing Communications Manager Legal & General AMark Potter Advertising Standards Manager, Workplace

SavingsLegal & General A

Karen Sedgewick Campaign Manager Legal & General AJade Warren Digital Content Manager Legal & General ARosy Anand Marketing and E-Commerce Director Legal & General Assurance

Society LtdE

Duane Brennan Partnership Marketing Manager Legal & General Assurance Society Ltd

A

Sally O’Neil Mortgage Lending Analyst Account Legal & General Assurance Society Ltd

A

Stephen Smith Director, Housing Partnerships Legal & General Assurance Society Ltd

E

Mandy Von Buddenbrock

Marketing Manager Legal & General Assurance Society Ltd

A

Shaun Ashdown Senior Digital Solutions Manager Legal & General Investment Management

A

Jenny Barnes Head of Marketing Legal & General Investment Management

E

Holly McNulty Senior Digital Marketing Executive Legal & General Investment Management

A

Anthony Penson Senior Investment Writer Legal & General Investment Management

A

Reshma Supeda Senior Digital Marketing Executive Legal & General Investment Management

A

Ted Todorov Digital Solutions Manager Legal & General Investment Management

A

Matthew Houlden Investment Communications Manager Legal & General Investment Management

A

Danny Belton Head of Lender Relationships, Legal & General Mortgage Club

Legal & General Surveying Services Limited

A

Steve Goodall Managing Director Legal & General Surveying Services Limited

E

Silvia Pentassuglia Vice President, Channel Marketing Manager, Italy and Nordic Countries

Legg Mason Global Asset Management

A

Monica Woodley Global Head of Content Solutions Legg Mason Global Asset Management

A

Imogen Conyers Communications Manager Legg Mason Global Asset Management

A

Nambia Ferguson Head of UK Channel Marketing Legg Mason Global Asset Management

E

Lawrence Wintermyer CEO Level39 OChristopher Brooks Director Lexden Group PLucy Carter Senior Consultant Lexden Group PTom Carlin Global Centre of Excellence - Managing

Director of European Pricing & AnalyticsLiberty Mutual Insurance Europe Ltd

E

Lisa Healy Global Pricing Consultant Liberty Mutual Insurance Europe Ltd

A

Peter Kelly Global Centre of Excellence, Head of Pricing & Analytics

Liberty Mutual Insurance Europe Ltd

A

Rob Marjoram Global Pricing Consultant Liberty Mutual Insurance Europe Ltd

A

Nick Tsimekis Global Pricing Consultant Liberty Mutual Insurance Europe Ltd

A

James McErlean Head of Global Customer Success LinkedIn OKeith Brookbank Director Linstock Communications PSimon Maule Director Linstock Communications P

Hayley Aronberg Digital Marketing Manager Liontrust Asset Management plc AKrista Goodman Marketing Manager Liontrust Asset Management plc ASimon Hildrey Head of Marketing and Distribution Strategy Liontrust Asset Management plc EJeremy Hollow Founder Listen + Learn Research ODuncan Shaw Executive Creative Director Living Group PKate Shaw Chief Executive Officer Living Group PClaire Armstrong Manager, Commercial Banking, Marketing

Strategy & PlanningLloyds Banking Group A

Antonia Bennett Head of Marketing Excellence, Group Brands & Marketing at Lloyds Banking Group

Lloyds Banking Group E

Dawn Bowles Marketing Manager Lloyds Banking Group ASarah Brookings Senior Manager, Perfomance and Market

InsightLloyds Banking Group E

Robin Bulloch Managing Director, Lloyds Bank Community Bank

Lloyds Banking Group E

Kat Chinnock Senior Marketing Manager, Brands & Marketing

Lloyds Banking Group A

Sian Colman Assistant Marketing Manager Lloyds Banking Group AChris Davies Lloyds Banking Group AHugh Dennison Investments and Retirement Proposition

ManagerLloyds Banking Group A

Esther Dijkstra Director of Strategic Partnerships Lloyds Banking Group EGiles Elliott Head of Corporate Brand Lloyds Banking Group EJason Goulding Manager, Group Propositions Lloyds Banking Group ADavid Hayes Digital Marketing Manager, Group Brands &

MarketingLloyds Banking Group A

Jeremy Hayward Marketing Strategy Director Lloyds Banking Group EShailen Joshi Head of Digital Marketing Communications Lloyds Banking Group ACatherine Kehoe MD, Group Brands & Marketing Lloyds Banking Group ETom Kelk Digital Marketing Communications Lloyds Banking Group AClaire King Assistant Marketing Manager Lloyds Banking Group AHermish Kumar Head of Performance and Market Insight Lloyds Banking Group EFiona Macleod Marketing Manager Lloyds Banking Group AYuliya Pilipenko Business Development Manager, Financial

Planning and RetirementLloyds Banking Group A

Gavin Read Assistant Marketing Manager Lloyds Banking Group EIan Roberts Senior Manager, Marketing Strategy &

PlanningLloydS Banking Group A

Toni Stickley Senior Manager, CRM LloydS Banking Group AHarriet Sylvester Assistant Marketing Manager LloydS Banking Group AAdriena Vorosova Assistant Marketing Manager Lloyds Banking Group AVicki Whitesmith Senior Manager - Marketing Systems LloydS Banking Group ALoretta Dennett Senior Marketing Manager Lombard Odier Investment

ManagersA

Ludivine Evra Marketing Managers Lombard Odier Investment Managers

A

Benjamin Horsell Head of Marketing & Product Positioning Lombard Odier Investment Managers

E

Tadinka Vasiljevic Marketing Managers Lombard Odier Investment Managers

A

Philip Cartwright Managing Director London and Country Mortgages EPatrick Bunton Compliance and Operations Director London and Country Mortgages AJane Harrison Marketing Director London and Country Mortgages ASally Percy Director Love Letters Publishing PLucian Camp Founder Lucian Camp Consulting PLauren Wallace LV= ONatalia Blanchfield Director, Head of Institutional Marketing M&G Investments EJacqui Haskins Marketing Director M&G Investments EHannah Martin Associate Director, Institutional Marketing M&G Investments ASunita Patel Regional Marketing Head, Asia & Planning M&G Investments ASilvia Sechi Senior Digital Marketing Manager M&G Investments ADominic Traynor Head of Digital M&G Investments AJayne Phelan Marketing Manager M&G Real Estate AToni Vorobyova Communications Manager M&G Real Estate AAmanda Newman Marketing Director M&S Bank ODavid Dunn Director Making Sense of Retirement ETheo Casey Marketcolor OElliott King Market Development Manager: Financial

ServicesMaru/edr P

Liana Vickery Head of Marketing Maru/edr P

Dominic Grinstead UK Managing Director MetLife Europe Ltd ECamilla Hoskisson Digital Marketing Manager MetLife Europe Ltd AClaire Oldstein Marketing Director MetLife Europe Ltd EJoanne Riddell Head of Communications, UK MetLife Europe Ltd ALaura Shemeld Marketing Manager Account: MetLife Europe

LtdMetLife Europe Ltd A

Sarah Cadden Senior Marketing Manager, EMEA MFS Investment Management AAdele Frances Senior Marketing Manager MFS Investment Management ADana McCullough Director of Institutional Marketing for North

AmericaMFS Investment Management E

Cherida Naughton Senior Public Relations Manager - EMEA & APAC

MFS Investment Management A

Mat Nolan Senior Marketing Manager Retail - EMEA & LatAM

MFS Investment Management A

Alice Pezzo Marketing Associate MFS Investment Management AToby Clark Director of Research, EMEA Mintel Group Ltd PKarl Graham Account Director Mintel Group Ltd PMinisha Wahi Head of Financial Services & B2B Mintel Group Ltd PRosie Mackenzie Marketing Manager Mitsubishi UFJ Securities

International plcA

Lisa McBreen Head of EMEA Marketing Morgan Stanley ESimon Murray Head of Digital Experience Morgan Stanley ANicola Murray Media Relations Morgan Stanley AOliver Tinkler Head of Marketing Communications Morgan Stanley AGemma Bacon Head of Marketing Mortgage Advice Bureau ADonna Brenchley eCommerce Director Mortgage Advice Bureau APeter Brodnicki Chief Executive Mortgage Advice Bureau ESam Toms Project Co-ordinator Mortgage Advice Bureau ASharon Trinder Compliance Director Mortgage Advice Bureau ARoger Crocker Sales & Marketing Director Mortgage Brain EMark Lofthouse Chief Executive Mortgage Brain EMark Taylor Mr Taylors Brand Emporium ODoug Crawford Chief Executive Officer myhomemove EDev Malle Group Distribution Director myhomemove EAdrian Whittaker Corporate Sales Director myhomemove EGeorgina Willock PR Manager myhomemove AIan Andrew Managing Director, Group Intermediary Sales Nationwide Building Society ESara Bennison Chief Marketing Officer Nationwide Building Society ESpencer Clarke Head of CRM and B2B Communications Nationwide Building Society AAndrew Dean Head of Group Intermediary Support Nationwide Building Society APaul Hibbs Head of Brand & Advertising Nationwide Building Society AGary Salter Head of Corporate Accounts Nationwide Building Society AJeremie Klap Product Manager Natixis Global Asset

ManagementA

Charlotte Lamb Head of International Distribution Marketing Natixis Global Asset Management

A

Catherine Morat Head of International Product Marketing Natixis Global Asset Management

E

Charlene Sagoe Head of Digital Marketing Natixis Global Asset Management

A

Laurent Faucher Head of International Institutional Marketing Natixis Global Asset Management

A

Dave Toulson Senior Corporate Account Manager NatWest Intermediary Solutions AAdrian Bloomfield Chief Executive Officer NCI Resources Limited ELaura Edmans Digital Marketing Manager Neptune Investment

ManagementE

Alasdair Johnson Marketing Director Neptune Investment Management

E

Emma Simms Newbury Building Society OSteve Carruthers Head of Distribution Newcastle Building Society EKaren Fisher Mortgage Product Development Manager Newcastle Building Society AChristine Heslop Head of Marketing and Communications Newcastle Building Society AAmy McKenna Head of Marketing Newcastle Building Society AGreg Potter Head of Direct Marketing & CRM Account: Newcastle Building Society ABen Smith Product Development and Propositions

ManagerNewcastle Building Society A

Steve Urwin Managing Director, Sales and Marketing Newcastle Building Society EClaire Blackwell Head of Marketing Newton Investment Management EEd Gore-Browne Head of Communications Newton Investment Management ACathy Stuttle Head of eCommerce & Client Reporting Newton Investment Management A

Maxine Cameron NFU Mutual AIan Flower Mass Affluent Segment Manager NFU Mutual ARoss Garner Propositions Manager NFU Mutual ARuth Wilkins Propositions Development Manager NFU Mutual ELisa Richardson Group Marketing Director niu-solutions OKatherine Murdie Head of Marketing, RFPs and Client

Servicing Best Practice, Asset Servicing, EMEA

Northern Trust A

Paul Thilo Managing Director NowSure EEugenie Biddle Head of Brand and Customer

CommunicationsNS&I A

Anna D’Arcy Head of Retail Marketing NS&I AGareth Headon Assistant Director of Communications and

StrategyNS&I E

Neil Jenkinson Head of Customer Management NS&I EMichael Lynch Head of B2B Marketing and New Product

Development B2BNS&I A

Colette Mellor Marketing Campaigns Lead NS&I AGary Nong Competitor Intelligence Manager NS&I EAndrew Pike Head of Intermediary Relationships NS&I ADany Rastelli Intermediary Marketing Manager NS&I AJulie Shepherd Brand Manager NS&I ASue Simpson Head of Brand NS&I EDavid Sturges Head of Business Insight NS&I ASally Swait Head of Proposition Development and

Customer ResearchNS&I A

Emily Swanson Digital Engagement & Social Media Manager NS&I ALauren Wallis Head of Marketing Planning & Data NS&I AJill Waters Director of Retail NS&I EAlun Williams Assistant Director, Marketing &

CommunicationsNS&I E

Tom Yazdi Head of B2B Marketing and New Product Development B2B

NS&I A

Jonathan Gapper New Business & Marketing Manager OgilvyOne Business PPhil Harvey Joint MD OgilvyOne Business PDrew Nicholson Chief Executive Officer OgilvyOne Business PMarcus Bolitho Head of Marketing Old Mutual Global Investors EWill Gold Head of Investment Marketing Old Mutual Global Investors ASteve Smith Head of UK Marketing Old Mutual Global Investors AChris Hulse Digital Director Old Mutual Wealth EJim Brown Group Head of Marketing OneSavings Bank plc AWill Davies Head of Proposition OneSavings Bank plc ATony Davis Senior Mortgage Product Manager OneSavings Bank plc AJohn Eastgate Group Sales and Marketing Director OneSavings Bank plc ESascha Kimmel Head of Marketing OneSavings Bank plc AClive Kornitzer Group Chief Operating Officer OneSavings Bank plc AAdrian Moloney Sales Director OneSavings Bank plc AMark Duckworth Managing Director Openwork EMike Gummerson Development Director Openwork AJeremy Hackett Strategic Programme Director Openwork AAshley Janes Head of Marketing (Wealth) Openwork EGraham Masterton Strategy Development & Delivery Director Openwork ANeil Milner Chief Operations Officer Openwork AMichael Morrow Wealth & Platform Director Openwork APaul Shearman Mortgage Proposition Development Director Openwork EJames Endersby Managing Director Opinium Research PAndrew Littlewood Senior Research Manager Opinium Research PAlexa Nightingale Head of Financial Services Research Opinium Research PSimon Hayward Sales Senior Director, UK & Southern Europe

- Marketing Cloud at OracleOracle Corporation UK Ltd P

Pete Johnson Financial Services Manager ORC International OLuke Pigott Chief Executive Officer ORM London PMatt Cowan Director OTM PJohn Heron Managing Director Paragon Mortgages Ltd ESimon Bayley Commercial Director Paratus AMC APaul Brett Director, Business Development Paratus AMC EColin Dorman Regional Account Manager Paratus AMC AEmma Lightfoot Marketing Manager Paratus AMC APaul Craven Founder Paul Craven Partners O

Kevin Mountford Chief Executive Officer PBF Solutions ERussell Field Marketing Communications Manager Pepper Group ARhona Potter Marketing & Commercial Coordinator Pepper Group ARichard Pike Sales and Marketing Director Phoebus Software Ltd EJay Grosvenor Video Content Assistant Pictet Asset Management AStephen Gunkel Head of Communication Pictet Asset Management EIan Holmes Head of Learning and Development Pictet Asset Management AVincenzo Pelosi Senior Manager, Investment Communication Pictet Asset Management ASophie Tordjman Marketing Manager Pictet Asset Management AWilliam Hartley Director and co-founder Pilcrow ltd OGabriel Altbach EVP and Head of Global Strategy and

MarketingPioneer Investments E

Shwetha Reddy Global Head of PR Pioneer Investments AAlan Gilmour Head of Acquisition and Retention Police Mutual ACarl Sharples Director of Marketing Police Mutual ADavid Wright Sales and Marketing Director Police Mutual ERachel Grove Marketing Manager Police Mutual Assurance ABob Stark Commercial Director Portafina ELeanne Towart Product Manager Portafina AMark Wiggins Digital Marketing Manager Portafina AAlan Cleary Managing Director Precise Mortgages ECerry Demmer Regulated Sales Manager Principality Building Society AShaun Middleton Head of Intermediaries and Regulated Sales Principality Building Society EHelen Lewis Regulated Sales Manager Principality Building Society AKen Hogg Interim Head of PRA Compliance Prudential EMatt Woodford Global Client Services Director Ptarmigan Media Ltd PNisha Gandhi Customer Marketing Manager EMEA Quantcast PAlexandra Doherty European Event Manager Qubit PHelga Kaminski Financial Services Lead Qubit PScott Stevens Head of Distribution Quilter Cheviot EDavid Hadden Head of Financial Services Solutions Rant and Rave PYiannis Maos Head of Digital and Business Development Rant and Rave PJohn Battersby Head of Communications Ratesetter OMichael Ball Investment Writer Rathbones AChristopher Bennett Senior Marketing Executive Rathbones AYioulie Chatzopoulou Senior Marketing Executive Rathbones ALaura Crowley Partnerships Manager Rathbones ADavid Holloway Marketing Director Rathbones EJason Kearney Group Marketing Director Rathbones EElliot Marsh Marketing Assistant Rathbones AHelen Mason Senior Marketing Executive Rathbones AAsha Mistry Digital & Channel Marketing Manager Rathbones AFrancesca Monti Marketing Manager - Private Clients Rathbones ADarren Seaton Senior Marketing Executive For

IntermediariesRathbones A

Zydrune Seskeviciute Marketing Executive Rathbones ACole Walker Marketing Operations Manager Rathbones AMark Bullard Head of Sales, NatWest Intermediary

SolutionsRBS A

Graham Felstead Head of Intermediaries RBS EChris Bourke Relay42 OPeter Carter Product & Marketing Director Retirement Advantage EPaula Cappuccini Marketing Manager Rowe Price International ADeborah Fernick Senior Marketing Manager Rowe Price International ATracy Fennell Head of Marketing and Communications Royal London Asset

ManagementE

Ben Rhodes Director of Customer Marketing Royal Mail ESusan Heller-Bennett Marketing Director EMEA S&P Capital IQ ETim Hague Managing Partner Sagis PSteve D’Souza Managing Director Sales Kinetics PMark Hayward Senior Digital Marketing Executive Sanlam AChristopher Dean Head of Marketing Sanlam Private Wealth EAlison Drury Marketing Manager - Media Sanlam Private Wealth AArianna Powell Marketing Manager Sanlam Private Wealth ASarah Ingman Marketing Executive Sanlam UK AKeith Moor Chief Marketing Officer Santander EIan Annand Head of UK Product Development Santander Asset Management

UKA

Rob Askham Commercial Director Santander Asset Management UK

E

Jeff Scott Chief Executive Santander Asset Management UK

E

Paul Adams Head of Field Sales Santander for Intermediaries ARichard Howes National Key Accounts Manager Santander for Intermediaries AVictoria Rochard Marketing Manager SAP UK AAnubha Anubha Director SapientNitro PDavid Barton-Grimley Senior Account Director SapientNitro EAlexandra Black Group Account Director SapientNitro PBradley Gamage Director, Financial Services UK SapientNitro EPawan Udernani Client Services Director SapientNitro EGreg Welch Client Services Director SapientNitro EJames Johnson Digital Marketing Executive Sarasin & Partners ASarah McCarthy Business Partner, Head of Marketing and

ProductSarasin & Partners E

Kelly Barwick Marketing and Communications Manager Sarasin and Partners AElizabeth Bate Investment Writer Sarasin and Partners ALucy Capon Head of Marketing Sarasin and Partners EScott Evans Head of Marketing Savills Investment Management EKeshma Shah Digital Manager Schroders OJames Cardew Global Head of Marketing Schroders Plc EClelia Fabbricatore Head of Marketing, Continental Europe Schroders Plc EBinnur Rogers Content Marketing Manager Schroders Plc ADeborah Mills SDL ONatalie Chow Marketing Manager, SEI UK Asset

Management DistributionSEI Asset Management A

Caroline Deutsch Institutional Marketing Director, EMEA SEI Asset Managment ECaroline Leahy HR Director SEI Asset Managment AJake Sims Associate SEI Asset Managment AKaren Bennett Seven Investment Management OPhilip Davies President - EMEA Siegel+Gale PFrances Gordon Head of Business Development Simplified Communication PSimon Ryan Award Winning Marketing Type SJR Media Rocks OSapna Kandukuri Director SK Marketing Enterprises ERebecca Allsop Head of Customer Strategy & Planning Skipton Building Society AKris Brewster Head of Products Skipton Building Society ALaura Coates Marketing Campaign Manager Skipton Building Society ALynne Cook Head of Marketing Skipton Building Society ARichard Dawson Marketing Campaign Manager Skipton Building Society ALee Holden Divisional Manager - Branch Distribution Skipton Building Society AMatthew Leach Marketing Director Skipton Financial Services EKatharine Dunlap Advertiser Partnership Controller - Financial

ServicesSky Media P

David Sanderson Head of Sky AdSmart Sky Media PAnna Carless Director Smarsh ORoss Wilkinson Deputy CEO Specialist PPeter Wilson Editorial Director Specialist PJason Hulott Business Development and Marketing

DirectorSpeedie Consultants Limited O

Nils Johnson Director, Retirement Spence Johnson Ltd AMagnus Spence Director Spence Johnson Ltd EAndrew Humphries Marketing and Communications Director St James’s Place Wealth

ManagementA

Paul Martin Head of Data St James’s Place Wealth Management

A

Colin Nelson Head of Division - Corporate Marketing & Communications

St James’s Place Wealth Management

A

Stephen Renals Head of Marketing St James’s Place Wealth Management

E

Howard Barber Head of CRM and Analytics Standard Life ASiobhan Barrow Head of Strategic & Distribution Solutions Standard Life AAlastair Black Head of Financial Planning Propositions Standard Life EMary Harper Head of Customer and Digital Marketing Standard Life ANeil Hugh Head of Workplace Strategy Standard Life ASusie Logan Head of Business Marketing and

CommunicationsStandard Life A

Martin McGovern Head of Brand & Channel Marketing Standard Life Investments ENuala Walsh Head of Global Client Relations Standard Life Investments E

Natalie Darlison Marketing Manager Sticky Content PNeil Van Ginsburg Head of Sales and Marketing Sticky Content PTim Jenkins Global Digital Marketing Manager T Rowe Price International AMark Atkinson Head of EMEA Marketing T. Rowe Price International EPeter Preisler Director of International Investment Services,

Head of Europe, Middle East & AfricaT. Rowe Price International E

Kenna Roberts Global Marketing Operations Manager T. Rowe Price International ELouise Stevens Client Services Director Talisman Solutions PJane Neill Client Partner Tangible PJonathan Spooner Executive Creative Director Tangible PMark Cutts Sales Director Target Group Ltd ESteve Khan Sales Director Target Group Ltd AJames Snow Group Sales Director Target Group Ltd EScott Learmouth Managing Director of PR Teamspirit PKirsty Maxey Managing Director Teamspirit PMike Cutler Head of Mortgage Intermediaries Tesco Bank AJulian Hartley Products Director Tesco Bank EJohn Robertson Head of Savings Tesco Bank ADavid Rockliff Head of Mortgages Tesco Bank ARene Teuwen Managing Director TeuwenSchouten ERebecca Crook Chief Marketing Officer The Bio Agency PPeter Veash CEO The Bio Agency PSuzanne Aspden Customer Marketing Lead The Co Operative Bank AMatthew Carter Product and Marketing Director The Co Operative Bank EDeborah Darlington Brand Marketing Lead The Co Operative Bank AVincent Fahy Senior Product Manager The Co Operative Bank ACraig Harrop Marketing Planning Lead The Co Operative Bank ALisa Jenkinson Market Research Manager The Co Operative Bank AAlastair Pegg Marketing Director The Co Operative Bank EMartyn Armitage Marketing Manager, Insurance and

AssistanceThe Collinson Group A

John Malone Consultant The Crannoch Consultancy Ltd EHannah Last The Economist Group ODavid Cowan Managing Director The Financial Services Forum EJohn Seilis Non-Executive Director The Financial Services Forum ELuke Mugliston Chief Executive Officer The Gate London PChristopher Taylor Managing Director The Investment Bridge / Lowes

Structured Investment CentreO

Gerard Bell Interim Head of Marketing The North View Group AJustin Nichol Marketing Manager The North View Group AJill Fedeski Head of Marketing The Paragon Group of

Companies PLCE

Gee Gillingham Head of Marketing The Phoenix Group ADarcy Lillie Corporate Communications Assistant The Phoenix Group AShellie Wells Head of Corporate Communications The Phoenix Group EDavid Jackson Chief Executive Officer TheCustomer.Co PMichael Gwilliam Regional Marketing Manager, EMEA and

APAC Thunderhead P

Rob Janes UK Sales Director Thunderhead PJudith Bainbridge-Hamilton

Organisation Development Director Towergate Insurance A

Vivienne Sanders HR Partner Towergate Insurance EJoy Adams Head of Internal Communications Travelers Insurance Co. Ltd ASimon Johnston Head of Marketing Travelers Insurance Co. Ltd AWayne Smart Head of Marketing Travelers Insurance Co. Ltd AMark Wright Vice President Marketing - International Travelers Insurance Co. Ltd EJohn Blowers Head of Trustnet Direct Trustnet Direct OChris Baker Commercial Director TSB Bank plc ACatherine Douglas Strategy and Performance Director TSB Bank plc APella Frost Group Strategy TSB Bank plc ANigel Gilbert Chief Marketing & Communications Officer TSB Bank plc ERoland McCormack Mortgage Distribution Director TSB Bank plc EKav Mistry Head of Mortgage Acquisition TSB Bank plc APaul Pester Chief Executive Officer TSB Bank plc EEvangelos Rakovitis Product Strategy Manager TSB Bank plc AIan Ramsden Director Mortgages, GI & Protection TSB Bank plc AKathryn Robinson Head of Strategy and Customer Experience TSB Bank plc AAndrew Sykes Head of National Accounts TSB Bank plc A

Dan Welch Senior Product Manager TSB Bank plc ALauren Wright Senior Manager TSB Bank plc AKevin Denihan Digital Communications Executive Turner and Townsend AAnnie Coleman Global Marketing Strategy UBS Investment Bank EMnveer Arkan Associate Director, Marketing

CommunicationsUBS Wealth Management A

Kirsten Burt Executive Director, Head of Marketing, UK & Jersey

UBS Wealth Management E

Tina Cracknell Digital Marketing Manager UBS Wealth Management AKatie Pateras Marketing Communications, Director UBS Wealth Management AMarcello Calabro Global Head of Communications UniCredit Corporate &

Investment BankingE

Kamyar Naficy Director, Corporate and Investment Banking Media Relations

UniCredit Corporate & Investment Banking

A

Rob Fisher Head of Growth, UK Retail Vanguard ERobyn Laidlaw Head of UK Distribution Vanguard ANick Blake Head of European Marketing & Policy Vanguard EMartin Foote Regional Sales Manager Virgin Money ALyn Rose Director of Contact Centres Virgin Money ERichard Tugwell Director of Intermediary Relationships Virgin Money ENick Millar Strategy and Insight Director VocaLink EGalyna Ogol Strategy Lead VocaLink AMark Shaw Strategy Lead VocaLink AUday Nimmakayala Founder & CEO Wealth Objects ONiki Gifford Weatherbys Bank OAbe Malik Wesleyan Assurance Society AAsh Mukadam Head of Digital Strategy and Sales Wesleyan Assurance Society ADavid Nottingham Head of Marketing Strategy Wesleyan Assurance Society EChris Walker Marketing Data & Insight Manager Wesleyan Assurance Society AVictoria Wentworth Chief Customer & Strategy Officer Wesleyan Assurance Society EGeorge Bennett Investment Associate WH Ireland AHannah Holden Head of Marketing WH Ireland ELewis Malcolm Marketing Executive WH Ireland AGemma Learmouth Business Development WH Ireland AJamie Brookes Head of Corporate Affairs Williams & Glyn EJason Chapman Managing Director Willis Owen EFiona Liu Research Analyst Willis Owen AMartin Scott Head of Operations Willis Owen ALiz Rees Head of Research Willis Owen AEleanor Ball Vice President, Marketing Winton ACharlotte O’Horo Associate, Investment Solutions Winton AAlex Rhys-Jones Head of Marketing Communications Winton EMichael Wolfe XL Catlin OPaul Costello Campaign Manager, Retail Projects Yorkshire Building Society ADebbie Hill eCommerce Product Owner Yorkshire Building Society ANick Mortimer Head of Group Marketing & E-commerce Yorkshire Building Society EMark Taylor Customer Propositions Manager Yorkshire Building Society EAngela Hay Campaign Manager Yorkshire Building Society AStephen Ingledew ex-Managing Director, Marketing, Standard

LifeE

Stephen Leonard ESherdin Omar EAndrew Porter ERobert Watters Ex-CEO and Founder of AXA Direct

Protection (FamilyProtect)E

Dileas Winslow Independent Marketing and Communications Director

E

Caspian Woods Consultant Content Strategist E

The Financial Services Forum is a membership organisation which exists to provide an independent, stimulating environment to help the community improve their individual and corporate marketing effectiveness.

It’s a community where you can meet like-minded individuals to build your professional network, debate strategic marketing issues and engage with thought-provoking content.

Through a calendar of over 60 events each year, the community has grown to include over 1500 Members, representing companies large and small, across all sectors of the industry.

The Forum community has grown significantly following the introduction of Online Members who can communicate, debate, study and exhibit good financial services practice, at a time and location convenient to you.

The website also includes a significant Knowledge Centre of presentations, articles, white papers and research material.

The purpose of The Forum remains the same across all our channels – to generate debate and provide insights that will help our Members improve their marketing effectiveness.

We continue to recognise that financial services is not a homogenous industry. To reflect its diversity we will maintain a focus on addressing the challenges specific to your sector and geographical region. Via Special Interest Groups and online communities we address consumer issues, but also B2B and institutional marketing topics too.

The Forum takes an independent and objective view on who should be a Member, present at our events or write for our publications. We aim to select the best speakers and authors, to provide a platform for thought leaders and expert practitioners. If you feel you should be a part of this growing community, we would be delighted to welcome you.

For further information and an application form please go online at www.thefsforum.co.uk or call Jasmine Butler-Burnham on 020 3657 9899.

... topical events to discuss key issues and develop my marketing performance ...Peter Elliott, Head of Marketing Proposition L&G

Special Interest GroupsAdvisory Board

Asset Management

ChairmanPiers Currie, Group Head of Brand, Aberdeen Asset Management

Steering CommitteeMarcus Bolitho, Head of Marketing, Old Mutual Global Investors Jet Cooke, Jet Cooke, Head of Marketing – End Investor, Fidelity International James Cardew, Global Head of Marketing, SchrodersCaroline Haley, Director, First Quartile (Part of FWD) Anne-Marie McConnon, Marketing Director, BNY Mellon Investment ManagementScott Stevens, Head of Business Development, Quilter Cheviot Investment ManagementNuala Walsh, Head of Global Client Relations, Standard Life Investments

Brand Strategy

ChairmanLucian Camp, Principal, Lucian Camp Consulting

Steering CommitteeBen Rhodes, Head of Marketing & Commercial Strategy, Royal MailSue Simpson, Brand Communications Consultant, NS&IAnnabel Venner, Global Brand Director, Hiscox

Corporate & Investment Banking

Steering CommitteeMarcello Calabro, Global Head of Communications, UniCredit Corporate & Investment BankingLisa McBreen, Head of EMEA Marketing, Morgan StanleySarah Speake, Head of Brand and Advertising, EMEA, Barclays Investment Bank

Corporate Communications

ChairmanTony Langham, Chief Executive, Lansons

Digital & Direct Marketing

ChairmanDominic Traynor, Head of Digital Marketing, M&G Investments

Steering CommitteeIan Cooper, Head of Marketing Distribution, SunLife Direct Bradley Gamage, Director, Financial Services UK, SapientNitro Heather Smith, Digital Transformation Director, LV=

General Insurance

Steering CommitteeDavid Lundholm, Director, Group Corporate Development, BGL GroupSherdin Omar, Principal Global Pricing Consultant, Liberty Mutual Insurance Europe Ltd. Sam Taylor, Brands Director, Direct Line Group

Life & Pensions

ChairmanDavid Dunn, Director, Making Sense of Retirement

Steering CommitteeAlastair Black, Head of Customer Income Solutions, Standard LifeDavid Cartwright, Head of Insight & Consultancy (Wealth & Protection) DefaqtoTom McPhail, Head of Pensions Research, Hargreaves LansdownVictoria Wentworth, Chief Customer & Strategy Officer, Wesleyan Assurance

Mortgages

ChairmanBharat Sagar, Executive Chairman, AE3Media

Steering CommitteePeter Brodnicki, CEO, Mortgage Advice BureauPeter Curran, Managing Director, Financial Services, CountrywidePeter Hill, CEO, Leeds Building SocietyMike Jones, Director of Intermediaries, Lloyds Banking GroupRoland McCormack, Mortgage Intermediary Director, TSBStephen Smith, Director, Housing Partnerships, Legal & General

Private Banking & Wealth Management

ChairmanJohn Elder, Partner, Family Office Advisors LLP

Steering CommitteeKirsten Burt, Executive Director, Head of Marketing, UBS Wealth ManagementHannah Holden, Head of Group Marketing, WH Ireland Jane Parry, Head of Marketing & Communications, Canaccord Genuity

Retail Banking

ChairmanClive Kornitzer, Group Chief Operating Officer, One Savings Bank

Steering CommitteeBrian Brown, Head of Consulting, Principle Consultant, Banking & GI, DefaqtoDanyaal Hasan, Executive Director, Head of Banking Products, CouttsNicholas Millar, Director, Strategy & Consumer Insight, VocaLinkLisa Wood, Chief Marketing Officer, Atom Bank plcSimon Watts, Brand Portfolio Strategy Director, Group Brands & Marketing, Lloyds Banking Group

ChairmanKeith Carby, Chairman and Chief Executive Officer, Caerus Capital Group

MembersRobin Bulloch, Managing Director, Lloyds Bank Retail, Lloyds Banking GroupAnnie Coleman, Managing Director, Global Marketing Strategy, UBS Investment BankMark Evans, Managing Director, Direct LineLord Flight Ken Hogg, UK CEO ChesnaraPeter Markey, Chief Marketing Officer, Post OfficeJo Parker, Chief Executive Officer, Chime Specialist & Teamspirit Group Anthony Thomson, Founder and Chairman, Atom Bank, Chairman of the National Skills Academy for Financial Services Patrick Waldron, Chief Executive, Fintrax

The Financial Services Forum

1st Floor, 251 Pentonville Road, London N1 9NG

020 7449 9000

info@thefsforum.co.uk

www.thefsforum.co.uk

@TheFSForum

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