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5 & 6 March 2015 Four Seasons Hampshire

Delegate Pack

Sponsors:

COVEA

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COVEA INSURANCENº dossier : 20110324E

Date : 8/12/11

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5 & 6 March 2015, Four Seasons Hampshire2

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ukbrokersummit.com 3

Contents

Page 4 Welcome from the editor of Insurance Age

Page 5 Insurance Age Team

Page 6 How the event will run

Page 7 Floor Plans

Page 8 Programme

Page 9 Keynote Speakers

Page 10 Sponsor Profi les and Boardroom Facilitators

Page 14 Delegate List

Page 15 Who’s Who

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Welcome

Dear Colleague,

Welcome to Insurance Age’s seventh annual UK Broker Summit.

I am delighted that you have chosen to spend your time with us here at the Four Seasons Hotel in Hampshire. I believe we have put together another programme full of networking sessions, debates and keynote speeches in keeping with the proud traditions of the event that will make your time with us well spent.

This year, as hopefully the economy continues to recover, should be an ideal opportunity for brokers to go for growth. Our exclusive summit will bring you further information, ideas and suggestions to help you grab those growth opportunities.

I know I speak for the whole team at Insurance Age when I say that we feel hugely privileged to put the event on for you. Naturally I encourage you to participate as fully as possible in all the discussions and boardroom groups to maximise their impact for the benefi t of everyone here.

As with previous events we have taken every care to give you and your peers the chance to contribute fully to the agenda. It certainly has thought leadership at its core but we are not complacent so please do not hesitate to give us feedback afterwards to make sure we can keep improving and delivering the best two days possible.

But for now I’d like to fi nish by once again welcoming you to the UK Broker Summit 2015. I hope you enjoy your time with us in what I am sure will be another successful event.

Best regards

Emmanuel Kenningeditor, Insurance Age

@insuranceage

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The Insurance Age Team

During the event the Insurance Age Team will be located in the Bathurst Room. You are welcome to call the number above at any time should you require assistance.

Emmanuel Kenningeditor

Katy Weavergroup sales manager

Sian Bartoncommissioning editor

Chris Finneganhead of key accounts

Ida Axlingreporter

Hannah Leonardconference producer

Jonathan Swifthead of content

Rosie Gambleevent manager

Sajeeda Meraligroup sales director

Sara Donaldsonsenior event managerT: 07920 724592

Olly Nevillsenior key account manager

Larry Fergusonsenior reporter

Phil Davisonpublisher

Lucy Bakerevent coordinator

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How the event will run

Please read the following information carefully. This way you will be well prepared for each session and get the most out of your time at the Summit.

Dress CodeThe overall dress code for the event is smart casual. If you would like to change into a suit or dress for the Editor’s Dinner you are welcome to, but this is not required.

Check in and registrationWhen you arrive at the Four Seasons Hotel you will be met and greeted by the Insurance Age Team. Upon check in your luggage will be stored by concierge and will be placed in your room for you. You will have access to your room at 16.10.

RegistrationTea and coffee will be served in the Four Seasons Ballroom Foyer during registration.

Personalised ItineraryEnclosed with this UK Broker Summit Guide is your personalised agenda which tells you the specifi c boardroom meetings you are attending and which dinner table you are seated. If you lose this information please ask the Insurance Age team for a new copy.

Arrival, mid-morning and afternoon tea/coffee and breakfast All coffee breaks will take place in the Four Seasons Ballroom Foyer.

Pre-dinner drinks and Editor’s DinnerDrinks and the Gala dinner will take place in the Four Seasons Ballroom and Ballroom Foyer.

Keynote AddressThe keynote addresses will take place in the Four Seasons Ballroom.

Boardroom Meetings All 7 boardroom meetings will take place simultaneously and will be repeated three times. Approximately 10 delegates will attend each boardroom meeting. Please check your personalised agenda to see which three boardroom meetings you are attending over the event and when they are scheduled to take place. Please make sure you are at the boardrooms on time.

Boardroom A (Room 2010)Driving effi ciency to improve service and reduce costs.Theo Duchen, co-chief executive offi cer, Acturis Jeff McCracken, head of sales & marketing, Acturis

Boardroom B (Room 2011)Investing in non-standard markets.François-Xavier Boisseau, chief executive offi cer, Ageas Chris Dobson, distribution and development director, Ageas

Boardroom C (Room 2009)How can insurers help you win business?Simon Cooter, commercial lines director, Covéa Keith Hector, head of south region, Covéa

Boardroom D (Room 2008)Expectations of customers in an increasingly transparent world.Kevan Aubrey, head of commercial distribution, LV= BrokerMike Crane, commercial director, LV= Broker

Boardroom E (Room 2006)Professional indemnity market & exposure for brokers. Charles Manchester, chief executive offi cer, Manchester Underwriting ManagementRichard Webb, director, Manchester Underwriting Management

Boardroom F (Room 2007)Tomorrow’s digital broker.Steve Scott, director of broker markets, NIGJaime Swindle, eTrade director, NIG

Boardroom G (Room 2005)Realising the potential in high net worth.Paul Beard, head of broker-regional, OakMark Coffey, managing director, Oak

Lunch and Editor’s DinnerThere will be two formal meals over the course of the event – the Lunch and the Editor’s Dinner on day one. There will be a formal table plan for the dinner but not for the lunch. Each dinner and lunch table will be hosted by one of the sponsors. After dinner the hotel bar will be open for those of you who would like to continue networking. Drinks purchased in the hotel bar are not included in your delegate package.

Networking BreaksThe networking breaks can be used either as free time for delegates to relax and catch up with emails or for one-to-one meetings between delegates and sponsors. There is internet connection, free of charge in the meeting area.

Breakfast on 6 MarchThe breakfast will be served in the Seasons Restaurant (at your own leisure from 07.00 until 10.00)

Terms & Conditions:Room service and any extras put on your room bill are not included in the Summit delegate package and will have to be paid at the hotel reception when you check out.

COVEA

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Floor Plans

Four Seasons Ballroom

Bathurst Room

Cloak Room

Mandeville Ballroom

Room 2005

Room 2006

Room 2007

Room 2008

Room 2009

Room 2010

Room 2011

W.C.

W.C.

Plenary Session & Editors Dinner

Lunch

To Boardrooms

To Plenary Session/Lunch & Networking

Networking area & Drinks Reception

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5 March 201509.00 Registration and coffee: Four Seasons Ballroom Foyer

10.10 Editors welcome: Four Seasons Ballroom

10.15 Opening keynote address: Brokering change in the insurance industry, David Smith, chief executive offi cer, Global Futures and Foresight

10.50 Coffee & Networking break

11.10 Panel session: New market entrants – evolving the broker model. Phil Barton, chief executive offi cer, JelfMark Bower-Dyke, chairman & chief executive offi cer, Be Wiser InsuranceRobin Lucas, chairman, Lucas Fettes & Partners Neil Walton, chief executive offi cer, Centor

11.50 Transition to focus groups (please see your personalised itinerary for information on your session)

12.00 First interactive focus group

Please see your personalised itinerary for information on your boardroom allocation. Delegates will participate in small-group discussions on the following timely issues:

Boardroom A (Room 2010)Driving effi ciency to improve service and reduce costs.Theo Duchen, co-chief executive offi cer, Acturis Jeff McCracken, head of sales & marketing, Acturis

Boardroom B (Room 2011)Investing in non-standard markets.François-Xavier Boisseau, chief executive offi cer, Ageas Chris Dobson, distribution and development director, Ageas

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Boardroom C (Room 2009)How can insurers help you win business?Simon Cooter, commercial lines director, Covéa Keith Hector, head of south region, Covéa

Boardroom D (Room 2008)Expectations of customers in an increasingly transparent world.Kevan Aubrey, head of commercial distribution, LV= BrokerMike Crane, commercial director, LV= Broker

Boardroom E (Room 2006)Professional indemnity market & exposure for brokers.Charles Manchester, chief executive offi cer, Manchester Underwriting Management Richard Webb, director, Manchester Underwriting Management

Boardroom F (Room 2007)Tomorrow’s digital broker.Steve Scott, director of broker markets, NIGJaime Swindle, eTrade director, NIG

Boardroom G (Room 2005)Realising the potential in high net worth. Paul Beard, head of broker-regional, OakMark Coffey, managing director private client division, Oak

13.00 Networking Lunch

14.00 Second interactive focus (please see your personalised itinerary for information on your session)

15.00 Transition to next focus group (please see your personalised itinerary for information on your session)

15.05 Third interactive focus group

16.10 Room check in & use of Four Seasons Grounds and Spa

19.15 Drinks Reception

20.00 Editors Dinner

21.30 After Dinner Speaker: To be revealed on the night

6 March 201509.00 Breakfast: Seasons Restaurant (at your own leisure from

07.00 until 10.00)

10.00 Opening keynote – ‘Doing a Ratner’, Gerald Ratner, jewellery entrepreneur, Gerald Online

10.30 An audience with Steve White, Steve White, chief executive, Biba

11.15 Editor’s closing comments

11.20 End of conference

Programme: 5 & 6 March 2015

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Speakers

Keynote Speakers

Gerald Ratner,jewellery entrepreneur, Gerald Online

Gerald Ratner is a British household name. Born in 1949 and educated at Hendon County Grammar School, he joined the family fi rm Ratners in 1965.

He took over his family’s jewellery business in 1984 which had at that time 130 stores. By 1990 it had 2,500 stores, 25,000 employees, annual sales of 1.2 billion and profi ts of 121 million.

Unfortunately he went down in history (he was then chairman-chief executive of Ratners Group, the world’s largest jewellery retail company which included H Samuel and Ernest Jones), when at a corporate speaking engagement in 1991 at the Albert Hall for the Institute of Directors, he described a sherry decanter (one of their products), as total crap.

Gerald talks about his wild, up and down roller coaster ride. He is not doing too badly now having built an American business from scratch. With over 1000 shops in the USA he has becoming one of the few UK retailers to succeed on the other side of the Atlantic. He now runs the UK’s largest online jewellery business Gerald Online.

David Smith,chief executive offi cer, Global Futures and Foresight

David is recognised as a leading strategic futurist who combines the experience gained from a 35 year IT and business career with strategic visioning to help organisations better prepare for the future. His career has spanned European and US corporations and he has worked in commercial and fi nancial markets. He is a much sought after keynote speaker and is the author of many works on embracing change and the drivers of change.

David has been engaged by some of the largest and most prestigious fi rms from around the world including: NATO, HSBC, Lloyds/TSB, RBS, Lloyds, More Than, e-sure, Kraft, Mars, Steria, CSC, Unisys, Cisco, Microsoft, Siemens, Deloitte, Ernst & Young, PWC, Bausch & Lomb, Linpac, Kraft, Heinz, Philips and many other businesses and academic institutions.

Before establishing Global Futures and Foresight, an independent futures research fi rm, he created and ran the Unisys internal Think Tank, The Global Future Forum. Prior to this he was head of strategic marketing for their $2bn global fi nancial services business.

Global Futures and Foresight is a research and consulting organisation that helps organisations be better prepared to embrace change, innovate and develop new strategies and solutions and helps clients to avoid the risk of being blindsided by external disruptive change.

Steve White,chief executive, Biba

Steve was appointed chief executive in May 2013. He has spent over 35 years in the insurance industry, working for the Orion Insurance Company, the General Insurance Standards Council and the Financial Services Authority, prior to joining Biba in March 2004, as Head of Compliance & Training.

Steve sits on the Directors’ Committee of BIPAR (the European Federation of Insurance Intermediaries). In 2010 Steve was awarded the Compliance Personality of the Year award at the prestigious Complinet Compliance Awards.

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Sponsor Profi les and Boardroom Facilitators

Acturis is the leading, award winning Software as a Service provider to the insurance industry and has grown at more than 30% per year over the last 5 years. The Acturis System is an administration, distribution and underwriting platform used by insurance brokers and underwriters which has been live since 2002 and now has more than 12,500 users across over 400 UK sites.

Acturis operates in the general insurance market, supporting both personal and commercial lines. The company leads the way in realtime integrations with insurers and has won numerous industry Service Provider of the Year awards, and the British Insurance Technology Award in 2011.

Acturis has been profi led in the Sunday Times Tech Track 100 and Buyout Track surveys for three consecutive years running due to its rapid growth. Acturis was awarded the Queen’s Award for Enterprise in 2012 in the innovation category. Most recently Acturis was named Company of the Year – Mid Sized at the prestigious Growing Business Awards 2013.

In January 2014 Acturis completed the acquisition of Nordic insurance software, a market leading provider of insurance software in the travel and assistance, expatriate and health insurance markets providing services to clients in over 30 countries. In addition Acturis also owns the German based motor insurance software company, NAFI GmbH.

The Acturis philosophy is to deliver against its promises.www.acturis.com

Theo Duchen, co-ceo, ActurisTheo is a founding director of Acturis. Previously Theo was a partner at McKinsey & Company, having joined McKinsey in 1991 and becoming a partner in 1997. He led McKinsey’s general insurance practice in the UK, was a member of

McKinsey’s European insurance leadership group. Theo has worked extensively with both insurers and major international brokers over a period of several years. Theo is fellow of the Faculty and Institute of Actuaries.

Jeff McCracken, head of sales & marketing, ActurisJeff joined Acturis in 2012 after 20 years of industry experience with Close Premium Finance where he specialised in business development and e-commerce. He has a vast experience of managing strategic business

relationships and heads up the Acturis sales function as well as managing a number of key insurer, broker and partner relationships.

Ageas is a leading provider of Personal and Commercial insurance solutions in the UK, distributing products through appointed intermediaries. Committed to continued product development and service excellence, Ageas is dedicated to the broker market offering even more products to even more brokers to meet the diverse needs of both Personal and Commercial customers.

Currently insuring around 9 million customers in the UK, Ageas is recognised for delivering consistent high levels of customer service demonstrated by an award-winning UK based, in-house claims service, focused on meeting customers individual needs.

To us, partnership means shared values and objectives with mutual success, access to the right people and decision makers, accurate information delivered fast, and above all, fairness when dealing with customers.

www.ageas.co.uk

François-Xavier Boisseau, chief executive offi cer, Ageas Insurances François-Xavier is a qualifi ed engineer from L’Ecole Nationale Supérieure de Méchanique et Aérotechnique. He joined the AXA Group in 1990 from SNPE, the French national explosive manufacturer. In 1993, he moved to the UK with

AXA UK and held various senior positions including director of customer service. In 1998, he moved to AXA Global Risks as deputy MD, and returned to AXA UK as director of underwriting and claims in 2000.

In 2003, he joined Groupama Insurances as managing director playing a key role in delivering Groupama’s ambitious business plans. In 2007, he was appointed chief executive offi cer for Groupama Insurances and GUK Broking Services.

Following Ageas UK’s acquisition of Groupama Insurances, François-Xavier was appointed chief executive offi cer Insurance, for Ageas Insurances Limited in April 2013.

Chris Dobson, distribution & development director, Ageas Insurance Chris Dobson joined Ageas on 15 March 2004 having worked for Royal and Sun Alliance for 24 years in various commercial and personal lines roles. Chris divides his time between the Eastleigh and London offi ce although he is

often on the road, visiting clients and other sites.

Chris’s prime responsibilities as distribution and development director are to lead the business development and distribution strategy across all product classes, infl uencing the overall direction and position of Ageas in the UK insurance market. With 35 years in the industry he has seen a market that continues to reinvent itself, providing opportunity for the businesses that are willing to adapt and embrace change to remain successful in their chosen market segments.

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Covéa Insurance is an established UK general insurer formed in October 2012 from two long standing insurance businesses, MMA Insurance and Provident Insurance.

With over 50 years’ experience, we offer competitively-priced household and motor insurance, along with a range of package and bespoke commercial insurance products through a nationwide network of around 2,500 intermediaries.

We have a wealth of experience in the industry and employ over 900 employees based in Halifax, Reading, and our expanding network of 9 regional offi ces up and down the UK, trading on local knowledge, expertise and consistently good service.

As the UK underwriting business of the leading French mutual insurance group Covéa, we handle the insurance needs of over 1.2 million policyholders; delivering fi nancial reassurance through our Standard & Poor’s A rating.

www.coveainsurance.co.uk

Simon Cooter, commercial lines director, Covéa With a 25 year career in the industry, Simon was appointed commercial lines director at Covéa Insurance in January 2013 and has responsibility for the management, development and delivery of the commercial lines strategy. Simon’s role is to lead the profi table growth of the commercial lines business,

through the delivery of market leading propositions for insurance brokers and their clients.

Prior to joining Covéa Insurance Simon’s most recent role was director, market management and regional operations at QBE, the position he had previously held at Brit Insurance prior to QBE’s acquisition of Brit’s UK regional operations. Before his time at Brit, where he had been a member of the UK executive team since 2007, Simon spent 19 years at RSA in a number of senior roles, including director of small business, and set up and ran RSA’s SME-focused enterprise business from 1999 to 2006.

Keith Hector, head of south region, Covéa Keith is the head of south region for Covéa Insurance’s commercial branch network. As a member of the commercial leadership team he leads the people responsible for underwriting, fulfi lment and sales for brokers through their offi ces in London, Chelmsford, Reading and Bristol.

Prior to joining Covéa Insurance in September 2013, Keith had his own consultancy business, working for major international insurers, brokers, MGA’s and service providers, and has over 25 years’ experience including customer facing leadership and board level roles for major insurers.

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Brokers are at the heart of our business. Our ambition is to be recognised as the best insurer for brokers, the insurer you must trust and the relationship you most value.

At LV= we’ll always be here for you, combining our mutual values with a wide range of commercial and personal lines products. Our dedicated people have strong industry knowledge, extensive underwriting experience and a passion for delivering outstanding service to help people look after what they love in life, so you can be confi dent your customers are in safe hands.

For more information about LV= visit

www.lvbroker.co.uk

Kevan Aubrey, head of commercial distribution, LV= Broker Kevan Aubrey, a graduate of Plymouth University joined Commercial Union on the management trainee programme in 1987. During his time at CU he undertook roles in underwriting, sales and marketing.

ACII qualifi ed and with a post graduate diploma in marketing, Kevan joined NIG in 2003 and 2 years later was running the marketing team, later becoming head of brand for RBS commercial and then running the wider function of RBS commercial marketing responsible for RBS business insurance services, NIG, tracker and devitt.

Kevan joined LV= four years ago and is now the head commercial distribution leading business development and distribution strategy.

Mike Crane, commercial director, LV= Broker Mike started his insurance career with Commercial Union in the late 1980’s. Since then he has held a number of senior underwriting and management posts.

Prior to joining LV=, he was he was head of SME sales and servicing for RBS Insurance with responsibility for the NIG commercial branch network.

Mike joined LV= in 2008 to establish and lead the development of its commercial business. He is an ACII qualifi ed chartered insurer. With a strong service ethos at its core, LV= has now developed an extensive range of SME products and a network of offi ces throughout the UK to support its broker development.

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Sponsor Profi les and Boardroom Facilitators

NIG is a commercial only insurer trading both complex and package products exclusively through brokers.

Brokers can trade their complex risks via NIG’s eight regional offi ces with package products being traded on NIG’s full-cycle eTrading platform, TheHub. TheHub allows brokers to quote and buy, make mid-term adjustments and manage renewals online.

www.nig.com

Steve Scott, director of broker markets, NIGSteve has 23 years’ experience in the commercial Insurance market, spanning commercial underwriting, operations, sales and sales management. He is an associate of the Chartered Insurance Institute with charted insurer status, and a fellow of the Institute of

Marketing Management.

As director of broker markets, Steve is responsible for developing and delivering our broker strategy and spends signifi cant time in NIG’s eight regional trading branches, two underwriting centres and with our brokers.

Steve has previously held senior positions at Allianz, Independent and Aviva and is currently a member of the DirectLine Group Strategic Leadership Team.

Steve lives near Harrogate, North Yorkshire, and enjoys sailing, skiing and watching rugby union.

Jaime Swindle, eTrade director, NIGJaime has over ten years’ experience in eCommerce specifi c roles for both software houses, insurers and brokers. As NIG’s director of broker etrade she is responsible for the on-going development and distribution of NIG’s etrade proposition. She has spent

the last two-and-a-half years leading the strategic development, investment and launch of NIG’s full-cycle eTrading platform, TheHub.

We are a specialty underwriting agency. Our current products include Professional Indemnity, Directors & Offi cers Liability, Management Liability, Crime and more. We deal with insurance brokers in the UK and around the world. We offer a market leading service and a forward thinking, realistic approach to underwriting, with fantastic security.

MUM has a team of truly experienced underwriters. This experience is real, not just marketing froth. Our top people have run both brokers and insurers. All our underwriters have broker and client facing experience and our depth of knowledge across a range of professions is hard to beat.

www.manchesterunderwriting.com

Charles Manchester, chief executive offi cer, Manchester Underwriting ManagementCharles, has some 34 years’ insurance experience, both broking and with insurers. In 1997, Charles founded Dickson Manchester & Co, the wholesale Lloyd’s Broker and underwriting operation that he sold to HCC in 2003,

later becoming CEO of HCC’s UK insurance companies, HCC International and Houston Casualty Company’s UK branch, as well as Active Underwriter of its Lloyd’s syndicates.

In 2010 Charles started Manchester Underwriting Management, an MGA writing UK regional risks. During 2012 MUM began writing international business from its Lime Street.

Charles is also chairman of MGB Insurance Brokers Limited, a wholesale PI specialist Lloyd’s broker acquired by MUM in 2013.

Richard Webb, director, Manchester Underwriting Management Richard has over 28 years’ insurance experience and started his career with General Accident. In 2000 Richard moved to Hiscox Insurance Company to manage the London PI wholesale broker relationships. During his time

at Hiscox, he took on responsibility for establishing the London Branch writing professional indemnity, commercial and high value household insurances.

During 2004, Richard moved to HCC International as a director of the professional indemnity division. In 2008, he took on the role of head of marketing & broker development working with all underwriting divisions of HCC International, before joining Manchester Underwriting Management in 2010.

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Oak Underwriting is a leading high net worth insurer, solely dedicated to the high net worth insurance market; our products are distributed exclusively through brokers and independent agents.

Our management and staff have many years underwriting experience and we work closely with our brokers to offer greater fl exibility.

Our Household Insurance provides a tailor-made policy that covers virtually every eventuality for your client’s home, contents, personal possessions and valuable collections.

To complement this we are able to offer Family Motor Fleet insurance with a choice of three levels of cover.

www.oak-underwriting.co.uk

Paul Beard, head of broker – regional, OakPaul has extensive knowledge of the high net worth market and has worked at Oak for the past 10 years in various capacities, ranging from underwriting large bespoke HNW risks, to managing the daily operations of the Oak offi ce.

In February 2014 Paul was appointed head of broker – regional. With 19 years experience in the insurance market both as a broker and as an underwriter Paul is key in driving Oak’s presence in the HNW arena and is responsible for broker development and excels at maintaining existing broker relationships, as well as developing new opportunities.

Service standards and relationships are high on Paul’s agenda as a foundation to a successful partnership.

Mark Coffey, managing director private client division, OakBack in early May 2014, RSA the leading global insurer, announced the appointment of Mark Coffey as managing director of its private client division, which included Oak Underwriting. Mark will be leading all of the company’s high

net worth personal lines business, including Oak and will report directly into Mark Allan, managing director of RSA’s personal lines intermediated division.

Mark has worked in the general insurance industry for almost 34 years, having spent 29 of those at Zurich; all of this time has been spent working in the broker channel. He began his career spending 10 years in underwriting before moving into various external sales & distribution roles.

He has since held a number of senior management positions, and in recent years he has ran the UK broker sales team, where he was responsible for the development of personal lines business and HNW. He was then appointed head of key accounts for both personal & commercial responsible for its major broker relationships.

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Delegate List

First Name: Last Name: Job Title: Company:Tony Allen group chief executive offi cer The A&A Group Paul Anscombe managing director James HallamBen Bailey managing director Clark ThompsonSteve Bamforth group chief executive Griffi ths & ArmourPhil Barton chief executive offi cer (insurance) Jelf Insurance BrokersNick Bender joint managing director MGB Insurance BrokersMark Boon chief executive offi cer La PlayaMark Bower-Dyke chairman & chief executive offi cer Be Wiser InsuranceEdward Bruce managing director Bruce StevensonBen Burford managing director StonebridgeNeil Campling managing director ICB GroupJeremy Cary chief executive offi cer Stackhouse PolandDavid Charles managing director Cooke & MasonGraham Coates managing director Hamilton FraserImogen Coggan group managing director Kelliher Insurance GroupDuncan Coleman managing director Green Campbell FiskBob Darling managing director CoversureMark Debman associate director Ryan Insurance GroupMartyn Denney head of networks Marsh Ian Donaldson managing director AutonetRichard Dornan managing director Premium ChoiceJohn Eldridge managing director K Drewe Insurance Brokers Andy Fairchild chief executive offi cer Broker Network Sara Fardon managing director Willis NetworksEdward Finch managing director MRIB Vincent Gardner managing director Finch Commercial Insurance BrokersJoe Henderson chief executive offi cer Henderson Insurance BrokersMartyn Holman group commercial director Markerstudy GroupDavid Hopwood managing director Bluefi n NetworksMike Lawton chief executive offi cer - broking Towergate BrokingMalcolm Lee managing director Ten Insurance Services Howard Lickens chief executive offi cer Clear Insurance Management John Lincoln managing director Compass Broker ServicesRobin Lucas chairman Lucas Fettes & PartnersSimon Mabb managing director Romero Insurance Brokers David McCallum main board director Brokerbility Suzy Middleton director South Essex Ins Brokers Chris Mould managing director Martinez & PartnersPaul Muir managing director 1 AnswerDavid Newman chief executive Carole NashTony Norcott chairman Circle Insurance GroupDavid Ottewill managing director Camberford LawChris Patterson group managing director BollingtonRobin Plaster managing director Knowlden Titlow Insurance BrokersLisa Powis general manager Fresh InsuranceBob Pybus director NPA Insurance Broking GroupMatthew Pyke managing director Lloyd & WhyteGraham Ringer sales & operations director Cobra NetworkTim Ryan chairman Ryan Insurance GroupPaul Samways managing director retail Miles Smith Alan Smith director Chambers and NewmanMark Smith chairman TH MarchNick Tamblyn chief executive offi cer Perkins SladeNeil Thornton head of commercial division Bluefi nNeil Turner general manager Academy Insurance Toby Van der Meer managing director Hastings Retail Andrew Wallin chief executive offi cer Brightside GroupNeil Walton chief executive offi cer CentorLyndon Wood managing director MoorhouseJonathan Yeeles fi nancial director Berkeley Insurance Group

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Who’s Who

Tony Allen, group chief executive offi cer, The A&A Group Tony Allen is Group CEO of the The A&A Group, established in 1968, a leading insurance intermediary specialising in non-standard high premium motor insurance. The company

distributes products via internet and wholesale divisions. The Group also includes Hyperformance, based in Cwmbran, and most recently Mulsanne Insurance Co from 2010. Tony is founder and Trustee of the charity, African Revival, which builds school in Uganda, Southern Sudan and Zambia.

Paul Anscombe, managing director, James HallamPaul is MD of Seventeen Group which owns James Hallam insurance brokers, Touchstone Underwriting and 4Sight Risk Management. James Hallam has specialist divisions for PI, Hospitality & Leisure, Travel Operators and Healthcare sectors.

Paul is also Chairman of The Insurance Brokers Standards Council and is passionate about raising standards within the insurance broking profession.

Ben Bailey, managing director, Clark ThompsonBen joined Clark Thomson in January 2012 as Managing Director to lead the next phase of the company’s development. Having served his apprenticeship in Commercial Union in the 1980’s, Ben cut his teeth in broking

as a Sales Executive with Sedgwick in Birmingham prior to joining Willis in Scotland as Manager of their Aberdeen and Dundee branches. Ben has a strong sales and development ethic and for a number of years was Managing Director for Willis’ Commercial Insurance Division across Scotland and Northern Ireland. In that role, Ben established a track record of leading profi table growth through implementing strong retail disciplines whilst also managing the commercial aspects of the business. Since joining Clark Thomson, the business has expanded margin whilst also achieving double digit growth through a combination of acquisitive and organic means.

Steve Bamforth, group chief executive, Griffi ths & ArmourStephen Bamforth joined Griffi ths & Armour in 1986 as a trainee after graduating in Natural Sciences from Churchill College, Cambridge. He qualifi ed as a Fellow of the Chartered Insurance

Institute in 1990, became a Partner in the fi rm in July 1994 and Senior Partner in 2003. Stephen specialises in advising construction consultants on their professional indemnity insurance requirements and maintains an active involvement with both key clients and insurer partners. He represents G&A on a number of industry sector trade bodies and professional associations and works closely with government on proposed legislative changes and innovative approaches to the management and insurance of risk within construction.

Phil Barton, chief executive offi cer (insurance), Jelf Insurance BrokersPhil is a fi nancial services professional with more than twenty fi ve years’ experience. Prior to joining Jelf in 2003 he worked for AXA, where he was the Managing Director (IFA Sales) and

Prudential, where he was Sales Director (National Accounts). Since then he has performed a number of roles including Head of Compliance and Group Marketing Director. He was appointed CEO (Insurance) in May 2010.

Nick Bender, joint managing director, MGB Insurance BrokersI have worked in the UK Professional Indemnity Insurance / FI Market since the early 1980s. I continue to negotiate on behalf of my Clients in the Market today. MGB is an accredited

Lloyd’s Broker which specialises in all Professions and works closely with its Partner Brokers and has strong relationships with the London Insurance Market. I enjoy working with our Regional Introducing Brokers some of whom I have acted for over 20 + years and who have become good friends. I have supported Crystal Palace Football Club since 1969.

Mark Boon, chief executive offi cer, La PlayaWith thirty years’ experience in the industry, Mark Boon is a specialist in insurance for the creative sectors: media, performing arts, fi ne arts (including high value musical instruments) and technology. He has in-depth understanding

of working practice in these areas, and fi rst-hand experience of handling multi-million pound claims. Very much an “early adopter”, Mark is passionate about innovation and creativity – and something of a ‘change junkie’. One of the few insurance professionals licensed in both the UK and the USA, Mark started La Playa’s US operation in midtown New York in 2010, now a thriving agency supporting creative businesses with insurance across the US and the UK. He’s often surprised to fi nd himself CEO of an international insurance broker – sometimes an unwelcome distraction from playing bass in The Juliets, a 15 piece R&B/Soul band.

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Who’s Who

Mark Bower-Dyke, chairman & chief executive offi cer, Be Wiser InsuranceMark joined the insurance industry direct from school as a Trainee Motor Underwriter at Eclipse Motor Policies at Lloyds in 1977 over the next 11 years he became a Lloyd’s

underwriter then a Lloyds Broker. In 1988 he founded and launched A Quote Insurance Brokers a private lines intermediary. As Managing Director he took the company from its inception to being sold to Highway Insurance in 2004. He continued as CEO to 2006. In 2007 Mark again co-founded an Insurance Brokers – Be Wiser Insurance. Of which he is the major shareholder and as CEO and Chairman seen the company grow to a premium income of over £99 million and 170,000 clients whilst making profi ts every year since its inception.

Edward Bruce, managing director, Bruce StevensonEdward worked as a Chartered Surveyor prior to joining Bruce Stevenson in 1996 to specialise in estate/property insurance. Edward was appointed Managing Director in

2001 and has developed Bruce Stevenson primarily focusing on areas where it is possible to differentiate and by building our expertise and brand to standout in our chosen areas. Bruce Stevenson where appointed Chartered Broker Status in 2010 and are also founding members of UNA, Edward is a Director of UNA. Fine wines, dining, country pursuits and trying to keep fi t are amongst some of Edward’s hobbies.

Ben Burford, managing director, StonebridgeBen started his Insurance career in 1995 at a small brokerage in Wimbledon writing cover-notes and quoting personal lines. In 1997 he joined a large National Independent Brokerage. In 2001 he was promoted to sales

manager in the Bristol offi ce. In 2002 Ben was recalled to London to take control of the Sales Team where he stayed until 2005. In May 2005 he started Stonebridge Corporate Ltd and has recently established Just Fleet which is the UK’s fi rst 3g 24 hour fl eet brokerage.

Neil Campling, managing director, ICB GroupNeil is the Managing Director of the Barnett & Barnett / NBJ group of companies and recently led the MBO of this independent broking division from Australia’s IAG. He has over thirty years’ experience in the industry and

is responsible for setting strategy and running the management of this business group comprising of one hundred and twenty people. The group’s business activities include corporate clients, Private Clients, London Market Wholesale, Credit and Financial Services. Personal pursuits include golf, watching rugby and travel.

Jeremy Cary, chief executive offi cer, Stackhouse PolandJeremy has been CEO of the Stackhouse Poland Group since the MBI he led back in 2001. The Group has subsequently enjoyed high levels of organic growth and

also made 7 complimentary acquisitions. Stackhouse Poland is now a top 20 UK Independent Broker that for the most part specialises in the Commercial, Professional & Property sectors. The Group is also one of the UK’s leading Private Client insurance brokers.

David Charles, managing director, Cooke & MasonI have been in insurance since 1984 and joined Chartered Insurance Brokers Cooke and Mason plc in 1998. In addition to being Managing Director of Cooke and Mason I

am also director of our group company, the health and safety consultants, Sigerson Associates Limited and Chair of the Midland’s Region of Brokerbility. Outside of work I have a passion for travelling with my family and rugby and following retirement from playing I became a RFU licenced coach. Currently I am involved with youth rugby at Newark RUFC as well as at county level and the Leicester Tigers Developing Player Programme.

Graham Coates, managing director, Hamilton Fraser I’ve worked in many diverse roles for businesses large and small including Royal, AXA, Aviva, Stuart Alexander, Bluefi n, Jelf, Hamilton Fraser at management and executive level. In

recent years I have focussed on management and business improvement, strategy and M&A.

Imogen Coggan, group managing director, Kelliher Insurance GroupWith a degree in chemical engineering, Imogen trained as a Chartered Accountant with Deloitte. Since then she has worked in various companies most recently as Finance

Director of the mortgage brokers John Charcol. In 2010 she joined Kerry London Limited as Finance Director and was promoted to Chief Operating Offi cer in 2013. She was invited to join the main board of KL Group in 2013. Imogen has full operational responsibility for KL Group and is committed to improving the company’s capabilities.

Duncan Coleman, managing director, Green Campbell FiskA Who’s who makes me feel more important than I really am so without bragging here are my credentials. I am MD of Green Insurance Group. Happily married to my long

suffering wife - Michelle and graced with 2 children Gemma and Jordan. A bit overweight and suffering from middle age hair loss, but feel privileged to have such an interesting and rewarding job and work with a great bunch of people.

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Bob Darling, managing director, CoversureManaging Director of Coversure, which is a Franchise operation with almost 100 offi ces, and Policyfast, which is a wholesaler. Bob joined the Coversure group in 2009 after a long career in the banking industry. Loves include Arsenal,

cycling and great music.

Mark Debman, associate director, Ryan Insurance GroupMark started with Commercial Union in 1992 as a trainee Commercial Underwriter. He joined Ryan Group as a Corporate Account Handler in 2000 after a period of being

their on-site underwriter for the then CGNU. Following a short sabbatical, Mark re-joined the Ryan Group in 2005 working his way on to the senior management team whilst maintaining his responsibility for key client account management and systems development. In 2013 Mark became an Associate Director at the Ryan Group with strategic responsibilities in their Commercial Divisions.

Martyn Denney, head of networks, Marsh Martyn has worked in the insurance industry for over seventeen years. The majority of that time has been spent working with brokers and developing and managing broker networks; the last four years of which have been with Marsh.

During the last ten years Martyn has worked across different customer segments (SME, mid-corporate, HNW) in a variety of customer facing roles. He has held various leadership positions from being a Director responsible for existing customer delivery at a large broker network, through to Managing Director of a national retail broker. He is a member of the Commercial and Consumer Executive Leadership team at Marsh which is targeting growth across various SME segments. Martyn is responsible for the Networks Practice, which has three broker market facing brands (Marsh ProBroker, Marsh Labyrinth, Marsh Connections) and various wholesale operations. The propositions help deliver competitive advantage to brokers, and share the relevant expertise Marsh has.

Ian Donaldson, managing director, AutonetIan Donaldson, Co-Founder and Shareholder of Autonet Insurance. Set the company up in 1998 with Glynn Keeling. Now has GWP in excess of £100m, predominantly in the CV market but aspirations for Private Car growth to £75m in the

next two years and SME to £30m in the same time frame.

John Eldridge, managing director, K Drewe Insurance Brokers John Eldridge joined K Drewe in 2014 from specialist insurance broker, E Coleman & Co Ltd, where he was Managing Director. He joined E Coleman & Co as Head of

Operations before taking up the MD role in 2013. He joined HSBC Insurance Brokers as a graduate trainee and worked across a number of roles including Head of Operations, before moving to E Coleman & Co. John moved into a career in insurance following graduation from the University of Bath in 2003. John is married to Marianne and has two daughters, Poppy and Isabella.

Andy Fairchild, chief executive offi cer, Broker Network Andy joined Towergate in December 2013 with the purchase of Footman James. He has a wealth of market experience including time on the UK Board of Axa, latterly as Chief

Operating Offi cer. He held various Business Development roles with both Royal Insurance and Commercial Union before establishing the Insurance & Customer Service proposition at First Direct. Andy took up the position of CEO at Broker Network in August 2014. In his spare time Andy is a keen Peterborough United fan and watches his team play most weekends.

Sara Fardon, managing director, Willis NetworksSara is the Managing Director of the Willis Networks. Her twenty seven years in the insurance industry comprises both network and insurer experience. Sara’s passionate approach has redefi ned the Willis Networks market-leading proposition;

she has set them on a new course, reaffi rmed the networks as the most professional in the market and strengthened the members’ collective voice. Sara is FCII, Chartered Insurance Broker, Chartered Manager and Member of the Chartered Management Institute. She is keen to engage in wider industry issues and sits on the membership development committee of CMI, the CII Faculty of Broking and joined the CII board in March 2013.

Edward Finch, managing director, MRIB Prior to joining MRIB, Edward had a successful career working for a Leading UK Insurer and Global Broking Firm. Currently the Managing Director of MRIB Group, Edward has led and strengthened MRIB’s position as one of the

country’s Top Independent Chartered Insurance Brokers. ACII qualifi ed and a Chartered Insurance Broker, Ed’s personal drive is refl ected in his endeavour to continuously better his staff through continuous training and qualifi cations.

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Who’s Who

Vincent Gardner, managing director, Finch Commercial Insurance BrokersVince launched himself into insurance straight from college when he joined Sun Alliance Insurance as a trainee underwriter. In the early years he moved to and from several

insurers improving his underwriting and sales knowledge. His career really took off when he agreed to join Finch Group in 1996 in order to help develop the commercial insurance side of the business. Vince was able to put his technical knowhow to good use and that coupled with his strong desire for success has helped Finch to grow into the fl ourishing and dynamic business it is today. Vince got lucky when he met Annabel and she agreed to marry him. They have since had three children and make their home in sunny Basingstoke although Vince prefers to call it “North Hampshire”. Vince spends much of his weekend time playing cricket, golf and also managing his son’s youth cricket team. He has a keen interest in all things sporty and has been instrumental in Finch’s on going sponsorship of Basingstoke Rugby Club.

Joe Henderson, chief executive offi cer, Henderson Insurance BrokersIn 1986 JE Henderson was established, later changing the name to Henderson Insurance Brokers Ltd in 1990. CEO and Founder of the company Joe Henderson, remains

actively involved in the day-to-day running of the company. This commitment has been instrumental in developing a number of subsidiary businesses within the group and also refl ects the success as HIBL reaches its 30th anniversary in 2016. Within this period Joe has also purchased a number of non-insurance businesses, refocused them and sold on. This includes companies specialising in steel stock holding and offi ce equipment supply. In addition to this, Joe Henderson has also acted as informal non-Executive Director for a number of privately owned, local businesses.

Martyn Holman, group commercial director, Markerstudy GroupBorn in Southampton, Martyn’s career began as a Trainee Underwriter with Cornhill Insurance. Inspired by the Company’s Business Relationship Managers, he pursued

a career in Insurer Relationships. Since then, he’s gained over thirty years industry experience, having held senior positions with Marsh, Zenith and Fortis before joining Group Direct in 2002. In 2012 Martyn became CEO of Brightside Group. Martyn is a keen golfer, often combining his love of golf with holidays. He also proudly remains loyal to his roots as an avid Southampton Football Club supporter.

David Hopwood, managing director, Bluefi n NetworksI developed and implemented the network proposition for Layton Blackham in 2004 and lead the business through the transition from Layton Blackham to Bluefi n, continually

refi ning the services and support we provide to our Partner brokers. I manage the Bluefi n network which is a separate division within the Bluefi n group and continue to look for quality commercial brokers to work in Partnership with us.

Mike Lawton, chief executive offi cer broking, Towergate BrokingMike joined Towergate in August 2012 and has progressed to become CEO of the Towergate Broking division, comprising of over 90 local broking offi ces across the

UK as well as 2 small business units in Manchester and Milton Keynes. Towergate Broking manages the insurances for over 300,000 clients and controls over £700m GWP. Prior to joining Towergate Mike was previously at RSA for 6 years as the Director of the Mid-Market, Real Estate & Profi n businesses. Before joining the insurance sector Mike worked in GE Capital for 12 years in in various sales and commercial roles, most recently as the MD of one of GE’s consumer fi nance businesses. Member of CII and BIBA, and sits on the Large Broker Advisory Board for the latter.

Malcolm Lee, managing director, Ten Insurance Services Malcolm is one of the founders of TEn Insurance Services, the network for start-up commercial brokers. He is passionate about protecting the position of small

independent brokers in the market. Malcolm joined Eagle Star fresh from school in 1970, thinking his job as an inspector would give him plenty of free time to indulge his passion for dinghy sailing. It didn’t but as his sailing ambitions took second place, his insurance career blossomed. He joined Sceptre Insurance Brokers in 1982, rising to the position of Director and Shareholder. Following the sale of Sceptre, he went on to found TEn in 2004. Malcolm still indulges his passion for sailing - the boats have just got bigger.

Howard Lickens, chief executive offi cer, Clear Insurance Management With over 30 years of experience in the broking sector, Howard established Clear in 2001 and remains responsible for overall strategy. Clear has grown fast and is now a strong

medium size commercial broker controlling c£45m in GWP across 4 offi ces with specialties in Property, the Professions and Schemes. Howard is also Chair of the South Region of Brokerbility.

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John Lincoln, managing director, Compass Broker ServicesJohn Lincoln began his insurance career in Lloyd’s in 1972 and gained wide experience in the London Market over 14 years working for Bain Dawes, Ropners, Norman Frizzells

and E A Notcutt before joining Anthony Jones (UK) Limited in 1986. In 1991 John formed Lincoln Insurance Services where he took the role of Managing Director. Under John’s guidance, the brokerage acquired Tilbury Steward in 1996, before merging with Truman Insurance Brokers in 2001 to form Truman Lincoln Limited with John continuing as Managing Director. In June 2003, John formed COBRA Network, becoming Managing Director of both Truman Lincoln and COBRA Network. As COBRA Network grew John’s focus turned to COBRA Network as Managing Director. In 2007 John took the additional responsibility to manage COBRA London Markets (COBRA’s Lloyd’s brokerage) as Managing Director. Following the sale of COBRA in 2012 and after a period in the garden and golf course John joined Brendan McManus at the Giles Group to form Compass Broker Services, there are two distinct divisions within Compass being the Lloyd’s and London Markets together with the new Partnerships division incorporating Select, Westinsure and Eden Networks.

Robin Lucas, chairman, Lucas Fettes & PartnersRobin Lucas is Chairman of Lucas Fettes & Partners, Lloyds Brokers and Fund Managers. He began his career in the insurance industry in the early 1970s, as a Trainee Broker with Cooper Gay and went on to become a Lloyds Reinsurance

Broker with PWS. In 1980, Robin founded Lucas Fettes & Partners with David Fettes. They were later joined by Richard Heighton and Jonathan Peck, and went on to develop the company from one site and 6 staff to 8 offi ces throughout the UK, currently employing approximately 200 people. Robin specialises in professional negligence. The company’s head offi ce is based at Lombard Street in the City of London. Robin is married to Clare and they have two children, Hannah and Alex, and 6 grandchildren. Professional Qualifi cations ACII & ACIBA.

Simon Mabb, managing director, Romero Insurance BrokersSimon joined Romero Insurance Brokers in June 2008 from AXA Insurance as MD. He Has grown the business by 60% in this time with plans to double the business in the next fi ve

years. He lives with his partner and three year old daughter in Leeds, but is southerner at heart!

David McCallum, main board director, Brokerbility David is a Main Board Director of Brokerbility Holdings Limited with responsibilities including Trading, the BrokerTech subsidiary and Professional Standards including Chartered Status and the Academy. David provides Insurer insight to the

Brokerbility Group through former Board roles with RSA and NIG in Europe and the UK and as a past Chairman of the CEA’s Property Committee.

Suzy Middleton, director, South Essex Insurance Brokers Suzy has worked in the insurance industry for over twenty years and gained her knowledge from a large broker background working for Sedgwick and Willis. She has a

comprehensive knowledge of all general commercial and personal lines policies. Her knowledge extended to include affi nity schemes when she joined SEIB in 2000. Suzy joined the business initially to manage the commercial portfolio. Suzy has now been promoted to a main board director whose responsibility is for the overall operation of the business from sales through to service.

Chris Mould, managing director, Martinez & PartnersChris’s role as Commercial Director encompasses a wide variety of operational duties involved with the day-to-day running of the company. These responsibilities include

management of department heads, cost control, ensuring customer satisfaction and ensuring that the business delivers against all objectives. Chris is a member of the Chartered Insurance Institute. In his spare time Chris enjoys golf, running and photography.

Paul Muir, managing director, 1 AnswerPaul Muir is the CEO of 1 Answer Insurance, a large independent Broker in the South East of England providing wide range of insurance Broking services, Specialising in LOCAL business, Personal lines, Taxi and Niche markets.

The business was established in 2000 and now has a head offi ce and also high street branches in its favoured locations, operating an apprenticeship program, classroom for all employees and a plan to double the size of his business over the next 2 years . Paul is also Managing Director of 1 Answer Brokerdrive which is a Network for Personal & Commercial brokers offering system solutions, services and products and boasts a membership of over 200. The business has a very close relationship with CDL and many insurers with some unique offerings to its membership. Formerly, the area manager of a 10 branch high street brokerage in South East London, Paul is highly motivated to be innovative in the broker market and strives for effi ciencies and expertise from himself and also his employees.

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Who’s Who

David Newman, chief executive, Carole NashDavid Newman is CEO of Carole Nash the UK and Irelands leading motorcycle and classic car insurer. He has worked there for nearly 8 years and prior to that was marketing director for a number of banks and insurance companies.

He is also a non-executive director of the Insurance Fraud Bureau and is currently a fi nalist in the IOD’s NW Director of the Year (Large Company).

Tony Norcott, chairman, Circle Insurance GroupFounder and director of Lloyd’s accredited Circle Insurance Services Plc. Chartered Insurance Broker and personal member of Lloyd’s. Tony has been an insurance broker for

over 50 years and outside of business has a keen interest in golf; he has not yet grown out of a love of motor cars.

David Ottewill, managing director, Camberford Law1981-1995 worked for Commercial Union where roles included Claims, Underwriting, and Sales (incorporating both general insurance and life/pensions). Project

managed introduction of IT platform for Commercial Union’s investment products. On completion of project accepted an offer from Camberford Law plc to develop further schemes, assist in acquisitions and to develop Camberford Law into a Lloyd’s Broker. Have risen from Senior Account Executive to Managing Director of Camberford Law, completing successful management buyout in 2008. Married with 4 children. Interests include all sports.

Chris Patterson, group managing director, BollingtonChris Patterson started his career in 1989 at London & Edinburgh and worked in a number of underwriting and management roles with both L&E and Norwich Union over

the next nineteen years. In 2008 Chris joined The Bollington Group as Managing Director of Bollington Underwriting before assuming the role as Commercial Director within the retail arm, Bollington Insurance Brokers. In 2011 Chris became Group Managing Director and has been an integral part of the Group Management Buy Out (announced 12 February 2013) which is currently subject to regulatory approval.

Robin Plaster, chief executive, Knowlden Titlow Insurance BrokersRobin Plaster is Chief Executive of the One Broker Group which owns Knowlden Titlow Insurance Brokers in Norwich and NWBIB in Cambridge. The group ranks amongst the

top 100 largest independent insurance brokers in the UK and has won a plethora of industry awards. Robin has spent his whole working career in the insurance broking sector and is still as enthusiastic today as he was when he fi rst entered the industry, some 37 years ago.

Lisa Powis, general manager, Fresh InsuranceLisa Powis has worked in the Insurance Industry for over 30 years, starting her career in a High Street Brokers and later joining the Allen & Allen Group as Operations Director in 1993. Lisa was also involved in the set up of their French

Operation, Autofi rst. Lisa is the founder of the Fresh Insurance Group based in Redditch and Bracknell. As CEO of the Group, Lisa is involved in strategy and is responsible for ensuring that Fresh stays ahead of its competitors by developing and delivering value for money niche products. In 2011 a second branch was opened in Bracknell, Berkshire specialising in Motor and Van Insurance. In 2012 Fresh was awarded two top industry awards. The most impressive was the Insurance Times ‘Personal Lines Broker of the Year’. This success continued in 2013, with Fresh being awarded the same prestigious award at the UK Broker Awards. In 2014 Lisa was shortlisted for the nationwide award ‘First Women of Finance’. Fresh currently writes Motor, Household and Commercial products and the group wrote £35million GWP last year under the brand names, Ladybird, Autosaint, Fresh Insurance, First Insurance and Insure Ok.

Bob Pybus, director, NPA Insurance Broking GroupBob joined the insurance industry in 1980. He has works with RB Motor Policies @ Lloyds, CT Bowring, Edward Baldwin, Chris Semmens and fi nally started the business

Nott Pybus & Associates in 1990.Since 1990, Nott Pybus, has evolved over the years into NPA Insurance Broking Group, acquiring, Callican & Co, CAPIC, Supreme & St Albans, Heath & Brown, C&S and Noyce Livett. Bob is President of Luton & St Albans Insurance Institute 1995/6. In November 2011 Bob joined the UNITAS Alliance to develop further strategies for growth in the NPA businesses with the help of like-minded entrepreneurs. In that year he also became a Director of the British Insurance Brokers Association. As a co-owner/director the business is responsible for over 70 staff at 4 locations and is responsible for sales management, marketing, insurer relationships and negotiation, corporate strategy, mergers and acquisition.

Matthew Pyke, managing director, Lloyd & WhyteMatthew Pyke is Managing Director of Lloyd & Whyte Group. Based in Somerset, the Group consists of four companies offering specialist services to niche markets.

Lloyd & Whyte is a specialist scheme broker, primarily focussing on working with professional affi nity groups. Over the past fi ve years, the company has strategically focussed on expansion, through a combination of organic growth and acquisitions. Lloyd & Whyte was awarded Corporate Chartered Insurance Broker status in 2010 and was named Schemes Intermediary of the Year at the UK Broker Awards 2012.

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Graham Ringer, sales & operations director, Cobra NetworkGraham started in Insurance with Friends Provident and Century, on inspector training in Croydon and left after Phoenix insurance took them over. He then went broking with

Emson White group and then with Steadman & Hozier for a good number of years. In 1987 he was tempted away to NIG where he stayed as an account executive until 2008 looking after COBRA solely from 2003.Graham joined COBRA Underwriting in 2008.

Tim Ryan, chairman, Ryan Insurance GroupTim is the Executive Chairman of Ryan Insurance Group and UNA, the independent broker alliance. He is involved in all aspects of insurance with a particular focus on wealthy business and domestic customers. A strong supporter of the

independent broker model, Tim likes to challenge our proposition, enhance communication and improve trading effi ciency.

Paul Samways, managing director retail, Miles Smith Paul fell into insurance straight from school and joined Allianz as a professional trainee. Having completed his ACII Paul was let loose on the broking world and soon decided that was for

him. At the right old age of twenty fi ve, he set his own brokerage up with Alan O’Brien. Following Alan’s untimely passing away he joined Kerry London in 2002. He held several board positions before joining Miles Smith in 2009 to head up the retail operation. Paul has been married to Geraldine for thirty two years and has two grown up sons.

Alan Smith, director, Chambers and NewmanAlan is responsible for the fi nancial development of Chambers & Newman, who operate as a general insurance broker in Mayfair with a particular focus on the property owners market. Business is based upon forging strong personal relationships

with clients and suppliers, exceeding client service requirements and using technology to enhance the proposition. Alan enjoys all social activities particularly those involving good wine, great restaurants and watching sport!

Mark Smith, chairman, TH MarchMark is Chairman but retains his role as Broking Director for the T.H. March Jewellers Block account. He joined the company in Plymouth Devon in 1987 with responsibilities in the commercial department before moving up to London in

1992. Since that time along with facilitating the operation of the company’s Lloyd’s markets Mark has dealt specifi cally with Jewellers block insurance and its associated products. Mark has a BTEC degree in business studies, is ACII qualifi ed and a Chartered Insurance Broker. Before joining T.H. March, Mark spent eight years at Commercial Union, dealing with all aspects of commercial insurance.

Nick Tamblyn, chief executive offi cer, Perkins SladeI have been chief executive offi cer of Perkins Slade for the last 4 years having joined originally as fi nance director. Perkins Slade has grown to become one of the largest

independent brokers in the Midlands known for outstanding client care and professionalism. I am also a board member of Una an alliance of 12 independent brokers that we were a founder members of. Outside of work I have 2 daughters and a wife who ensure retirement is not an option. I play squash, in theory to stay fi t, although these days it’s more likely to kill me and golf to boost my wife’s ego. Not least because she can hit the ball straight!

Neil Thornton, head of commercial division, Bluefi n Insurance ServicesNeil Thornton was appointed Head of Commercial Bluefi n in 2012 following 4 years as Regional Managing Director North. He joined Smart & Cook in 1987 which was, in turn, acquired

by AXA UK in 2007 along with Stuart Alexander, Layton Blackham, The Davis Group and SBJ UK and became Bluefi n Insurance Services. He is responsible for over £200m GWP covering 33 offi ces UK wide and has over thirty years of insurance experience.

Neil Turner, general manager, Academy Insurance Neil Turner has been working as an insurance broker since leaving college in 1986. He started with Bennetts insurance and worked his way up from a trainee to manage several

offi ces for them before leaving to work for Academy insurance in 1998. Since joining Academy Neil has progressed from a branch manager to a regional manager and fi nally to General Manager 3 years ago. Neil is married to Katie and has two daughters both in their twenties. Neil is a keen golfer but does not get enough time to play!

IAUKBS15-DP210x297.indd 21 25/02/2015 15:21


Who’s Who

With thanks

On behalf of the Summit Events team, we would like to thank you for all your support in making the 2015 UK Broker Summit possible. As with all Insurance Age events, we are committed to providing you with the highest level of service and we look forward to working with you to make this a truly memorable retreat.

Toby van der Meer, managing director, Hastings RetailToby is managing director of Hastings Retail, which comprises the broking operations of Hastings trading under the brands of Hastings Direct, Insure, Renew, Likewise,

People’s Choice and Hastings Partnerships. Toby has an extensive background in direct fi nancial services. He was previously a managing director at moneysupermarket.com, the UK’s largest price comparison site, where he was responsible for the money and broker lead businesses and all front and back offi ce operations. Prior to moneysupermarket.com, Toby spent nearly a decade in direct banking including senior positions at internet bank egg, and UK marketing director and head of retail banking at Citigroup, and head of retail banking Europe at Anglo Irish Bank. Toby started his career in strategy consulting, and holds an economics and management degree from Oxford University.

Andrew Wallin, chief executive offi cer, Brightside GroupAndrew Wallin joined as Chief Executive of Brightside Group in January 2015 to lead the day to day management of the group. His role is to ensure that Brightside capitalises on

its unique market position and maximises growth opportunities; focusing on new commercial relationships and partners, increasing underwriting capacity and building new products whilst delivering service excellence to customers. He previously held both Managing Director and Commercial Director roles at Arthur J Gallagher and has an impressive track record for delivering sustainable, profi table growth. Prior to this he was Managing Director of Oxygen Partners and Robertson Taylor Insurance Brokers. Away from work, Andrew and his wife are kept busy overseeing their farm, where they keep sheep and Alpacas.

Neil Walton, chief executive offi cer, CentorNeil Walton has been a practicing insurance broker involved in both the Lloyds and Company markets for 28 years. A Director of Centor and its predecessor business since 1996. C.E.O. and the majority shareholder of Centor Insurance

and Risk Management since performing an MBO in 2004. Centor are a Gold Investor in People Accredited business and have placed in the top 10 “Great Places To Work” (under 50 employees) for the last 4 years. Centor employees 38 staff across Commercial, Corporate, Real Estate, Private Client and Employee Benefi t lines, and has a premium income of £24m. Based in the City of London with a strong Exec and Non Exec Board, Centor have grown year on year by meticulous strategy planning and the fostering of long term relationships and successful JV’s. Centor are multiple industry award winners, including Claims Service (2012) and Commercial Lines Broker of the year (2013) at UK Broker Awards.

Lyndon Wood, managing director, MoorhouseCreator & CEO of Moorhouse Group Ltd, Constructaquote.com and Xbroker. A Tech 100 specialising in technology fi rms like SunZu.com a business social network that I created and am the CEO of as well as the author of “Diary of

a Fortune Hunter” (Sky TV show on the way Fortune Hunter TV). Diverse in every way yet continually enthused by behaviour economics.

Jonathan Yeeles, fi nancial director, Berkeley Insurance Group I started my career as a practicing Chartered Accountant and joined Berkeley Insurance Group as Financial Director shortly after a Management Buyout undertaken by the

current Shareholders in 2008. Whilst having some experience of the fi nancial services sector during my practicing days I soon learned that dealing with the intricacies and peculiarities of the world of Insurance on a daily basis is both complex and fascinating.

IAUKBS15-DP210x297.indd 22 25/02/2015 15:22


Notes

IAUKBS15-DP210x297.indd 23 25/02/2015 15:22


THE BREWERY, LONDON 25 SEPTEMBER 2015

The awards are the ideal way to show your peers, clients and insurer partners that you have both a track record of success and the skills and expertise to grow in the coming months and years.

This prestigious broker-focused awards event attracts over 500 of the industry’s leading figures rewarding outstanding performance and innovation in the insurance broking sector.

On the afternoon of 25 September the UK Broker Awards at the Brewery in Central London will celebrate the best performers in the broker market.

ENTRIES OPEN EARLY

APRIL!

For more information on commercial opportunities at the UK Broker Awards 2015, please contact:

Chris Finnegan E: [email protected] T: 020 7316 9632

Sign up to the remind me list today at:

ukbrokerawards.com

ukbrokerawards.com

IAUKBA15-AD210X297v2.indd 1 19/02/2015 14:39IAUKBS15-DP210x297.indd 24 25/02/2015 15:22


Notes

THE BREWERY, LONDON 25 SEPTEMBER 2015

The awards are the ideal way to show your peers, clients and insurer partners that you have both a track record of success and the skills and expertise to grow in the coming months and years.

This prestigious broker-focused awards event attracts over 500 of the industry’s leading figures rewarding outstanding performance and innovation in the insurance broking sector.

On the afternoon of 25 September the UK Broker Awards at the Brewery in Central London will celebrate the best performers in the broker market.

ENTRIES OPEN EARLY

APRIL!

For more information on commercial opportunities at the UK Broker Awards 2015, please contact:

Chris Finnegan E: [email protected] T: 020 7316 9632

Sign up to the remind me list today at:

ukbrokerawards.com

ukbrokerawards.com

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Notes

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5 & 6 March 2015, Four Seasons Hampshire28 5 & 6 March 2015, Four Seasons Hampshire28

Sponsors:

COVEA

0 95 80 0

0 50 100 0

20 0 0 75V :

V


Date : 8/12/11

alidation DA/DC

alidation Client

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iaukbs15-dp

Documents

editor of insurance

insurance age team page

programme page

contents page

successful event

insurance ages

boardroom facilitators

keynote speakers page