Hi [[ session.user.profile.firstName ]]

2012 Pensions Reform

Steve Bee is a prominent pensions strategist. Aside from his role at a major life company, he contributes columns and cartoons for a number of industry publications.

Steve is well known for his campaign to simplify the jargon that surrounds the world of pensions. In the same entertaining down-to-earth way, his presentations tackle head on what many seem to be ignoring.

Half the workforce has no occupational pension. Even if we do make provision, there's no guarantee that it's safe. What of the employers that have changed their payouts from final salary to defined contributions? What of the 300,000 stakeholder pension schemes, which hardly anyone has joined?

Steve Bee was named in Money Marketing's list of the most influential names in UK financial services. He tells audiences how it is, and how he sees the future.
Recorded Mar 29 2010 47 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Steve Bee, Pensions Strategist; Julian Marr, Editor, Marketing-hub.co.uk
Presentation preview: 2012 Pensions Reform

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • George Kinder on Developing a Mindfulness Practice: Part 2 Oct 12 2016 5:00 pm UTC 60 mins
    George Kinder
    Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • How FinTech is Changing Personal Finance Sep 21 2016 2:00 pm UTC 60 mins
    Dara Albright, Brian Dally (Groundfloor), Jim Jones (IRA Services Trust), Sally Outlaw (CEO, Worthy)
    Depressed interest rates and volatile equity markets are driving an unprecedented interest in retail alternative investment products. Fortunately, through the intersection of technology and regulation, new FinTech archetypes are emerging to satisfy that demand.

    This webinar will highlight some of these groundbreaking technologies, tools, apps, rules and investment products that are transforming the financial services industry and changing the way people invest as well as save for retirement.

    This is a MUST-VIEW webinar for investors of all sizes, financial advisors, wealth managers, FinTech platforms, and regulators.
  • How to Read Financial News More Effectively: Tips from Six Investors Sep 7 2016 4:00 pm UTC 60 mins
    Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski
    Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.
  • Fintech: Good and Bad News for Inclusive Sustainable Finance Aug 22 2016 5:00 pm UTC 45 mins
    Hazel Henderson (FRSA)
    This presentation, FINTECH: Good and Bad News for Inclusive Sustainable Finance, will explore issues surrounding the rapid deployment of computerized electronic platforms, cryptocurrencies and algorithms now disrupting legacy financial firms and their models.

    Good News: this disruption was long overdue and welcome where it overturns inefficient, inequitable, over-priced services, democratizing lending, investment, banking, payments, remittance and widens easy availability of transactions. Widespread adoption of Blockchain-based distributed ledgers offer closer monitoring of financial ethics and performance. Bad News: this electronic, information-rich disruption of legacy finance ranges from algorithmic high-frequency trading (HFT) we explored for the UN Inquiry (2015) to the rapid co-option and buyouts of companies in the FINTECH 100 by the big legacy banks; the excessive run-up in pre-IPO valuations, focusing on big wins, short-term profits – evidence of the same excesses and unsustainable practices needing reform. Even the ingenious market-based reform in IEX’s platform’s technological designed “speed bump” which levels the playing field for investors also can be subverted to extort fees by unscrupulous firms. Vulnerability, internet and spectrum capacity as well as security issues need attention.

    While FINTECH offers so many opportunities for reforming and democratizing finance, the race is on to own and control these disruptive firms and their profits. Steering FINTECH firms toward globally inclusive, sustainable development goals as in the UN’s SDGs must now be built in. Ethical standards are key in optimal systemic design. How best to measure their social and environmental impacts, performance metrics and accounting, and monitor prudential architecture at global and national levels? How can we help design FINTECH for inclusive sustainable finance and markets?
  • Alternative Finance: Understanding its role in the future of finance Aug 18 2016 2:00 pm UTC 60 mins
    Saeed Hassan (Grow Advisors), Matt Hinkley (AltFi)
    In this webinar, we shall discuss the origins alternative finance and share clues to understand what the future holds. We shall also review what alternative finance will mean for traditional finance organisations, savers investors and businesses alike.

    -Alternative Finance - alternative to what exactly?

    -Looking back and looking forward to the future of alternative finance

    -Review different participants' perspectives, outlining opportunities and challenges for each.
  • Outside-in commercial lending: Putting clients in charge of their own destiny Aug 18 2016 1:00 pm UTC 60 mins
    Ina Yulo (BrightTALK), Jacqueline Morcombe (Misys), Amit Batra (everis)
    We are living in a digital reality but bank’s corporate clients are already being wooed by post-digital, fintech driven possibilities. Traditional lenders face fundamental challenges to grow their business with 1 in 5 banks still lacking an enterprise digital strategy to serve their corporate clients. With low interest rates and increasing costs, optimising the customer experience might be part of the vision statement, but delivering on this ethos has not been straightforward. Has bank thinking been inside-out in commercial and corporate lending?

    Digitalisation has been spurred by a drive for back office simplification. While this delivers improved service levels, self-service for borrowers in commercial lending is still not business as usual. Slow turnarounds, limited digital engagement and an inability to surface key information at the right time in the right place continues to hamper corporate client productivity and liquidity. With an outside-in approach banks are starting to deliver strategies for end-to-end digitalisation and multiple channel, 24x7 self-service - from loan origination, to loan servicing.

    Discover how banks can capture new market opportunities, drive revenue growth and free up relationship managers time while also embracing integration, collaboration and choice in a post-digital world.

    In this webinar, a panel of experts will reveal
    - Use cases for banks to simplify the lending process and drive end-to-end digitalisation in commercial and corporate lending
    - The key pillars underpinning the corporate borrower’s user experience
    - How digital strategy today, can drive lending nirvana tomorrow
  • Trade Finance and the opportunity for short-term lending for SMEs Aug 17 2016 4:00 pm UTC 60 mins
    Jesse Podell (Startupbootcamp), Kathryn Petralia (Kabbage), Tripp Hornick
    In this session, our panel will discuss:

    -Current trends in lending
    - Risk & Cross border lending
    - Bank appetite for innovation
    - Startups making inroads
    - Emerging trends in factoring and AR trading
    - Blockchain and distributed ledgers
    -How SMEs can benefit from this new trend
  • Online Lending: What it Means for Banks vs New Lending Platforms Aug 17 2016 2:00 pm UTC 60 mins
    Saeed Hassan (Grow Advisors), Richard Carter (Nostrum Group)
    Join this panel to familiarise yourself with the global online lending industry. The panel will discuss the key issues, challenges and opportunities presented to the banking industry. The goal will be to equip those responsible for business development and strategy to have a clearer idea of what is happening and how to prepare for the future.

    Some discussion points will include:
    -Challenges facing independent p2p lenders that the banks are better placed to overcome

    -Why online lending platforms for banks should be structured differently to independent online lenders

    -What type of bank may be more naturally suited to online lending?

    -How are banks setting up to face the challenge and opportunity presented by online lending?

    -Which banks are leading the way
  • The H1 2016 FinTech Investment Landscape Aug 16 2016 2:00 pm UTC 60 mins
    Abdul Basit, CFO of Innovate Finance
    Innovate Finance provides a half year review of the FinTech investment landscape following its previous report in February.
  • European Equities Post Brexit: Where next? Aug 10 2016 2:00 pm UTC 45 mins
    Michael Browne, Portfolio Manager, European Long/Short
    The weeks following the UK’s vote to leave the European Union have seen political upheaval, huge exchange rate movements, central banks signalling further loosening of monetary policy and an initial sell off for European equity markets followed by a normalisation of volatility. But where does that leave the future of European equities? Join Michael Browne, European Equity Long/Short portfolio manager at Martin Currie to find out his views on the future for Europe, protection of capital through the short term uncertainty and how he believes there are still ways for fundamental long/short stock pickers to capture company opportunities and generate returns for clients.
  • How Brexit will affect cross-border fintechs? Aug 8 2016 2:00 pm UTC 60 mins
    Katharina Lueth (Raisin), Antonio Rami (Kantox)
    - Quick intro of each startup and speaker and in which way it is cross-border

    - How is your startup affected by Brexit?

    - Is Brexit a threat or an opportunity for FinTech?

    - Will there be a difference in how banks vs FinTech will be affected by Brexit?

    - What will be the impact on the FinTech hub London?

    - Do you see other cities emerging as new FinTech hubs? If yes which ones and why?
  • How Biometric authentication is redefining financial security Jul 29 2016 2:00 pm UTC 60 mins
    Blair Cohen (AuthenticID)
    Join this panel where we'll tackle the following questions:

    What is the biggest authentication challenge?

    What new techniques seem most promising?

    Why has new account fraud spiked 134% in the US since we began implementation of EMV?

    Are biometrics the future of authentication?

    Why isn’t use of biometrics more ubiquitous now?
  • Big Data Analytics for Risk Management Recorded: Jul 21 2016 62 mins
    Graham Seel (BankTech Consulting), Shirish Netke (Amberoon), Bob Mark (Black Diamond Risk), Ravi Kalakota (LiquidHub)
    When it comes to tracking the flow of money, it’s no doubt that studying patterns and analytics behind the transactions are important in fighting financial crime.

    Join this session where we'll discuss:

    -The application of machine learning and big data in AML monitoring
    -How to implement proper Know-Your-Customer (KYC) processes
    -Challenges around automation and using predictive analytics to prevent future issues
  • Open APIs and the Future of Banking Recorded: Jul 21 2016 59 mins
    Annine Nordestgaard Bentzen (Hufsy), Jeremy Light (Accenture), Stefan Weiß (Fidor), Jan Sirich (Nordea)
    A successful Application Programming Interface (API) strategy relies heavily on concepts of open infrastructure and open data. The adoption of Open APIs in banking is thus an idea that has been met with excitement and, understandably, concern as well.

    Attend this summit where our experts will discuss:

    -What’s in it for banks/fintechs?
    -What are the pitfalls when it comes to opening up APIs for banks and integrating into open APIs for fintechs?
    -PSD2 - will you be ready (mostly a consideration for banks)?
    -How should we (fintechs and banks) operate until the PSD2 is rolled out?
  • Can we really live in a cashless society? Recorded: Jul 21 2016 59 mins
    JS Gourevitch, Bernard Lunn (Daily Fintech Advisers), Alix Murphy (WorldRemit), James Ashe-Taylor (Constantine Cannon)
    We haven’t always lived in a world where cash rules. Bartering of goods used to be the main form of transaction, and now many are turning to their mobile phones and are campaigning for a world where cash no longer exists.

    Join this panel where the following points will be discussed:

    -Benefits and challenges of a cashless society

    -What are the security issues surrounding cash and how can these be solved by going cashless?

    -Case studies of going cashless

    -Cash in the sectors of: investment, money transfer, banking, alternative currencies

    -How living in a cashless society could benefit the unbanked population
  • Next Generation Fraud Protection and Detection Recorded: Jul 20 2016 60 mins
    Pierre Suhrcke (Pascal Capital), Deepak Dutt (Zighra), Sunil Madhu (Socure)
    - All goes mobile
    - Cybersecurity Threats such as identity thefts , hacking on the rise
    - Security the key success driver for FinTech and InsurTech
    - What are the solutions?
    - Overview of main players
    - Can the industry win the battle against the fraudster?
    - How does the future look like?
  • Security practices for safe mobile money transfers Recorded: Jul 20 2016 62 mins
    Tom Meredith (SmartToken Chain), Ali Raza (CCG Catalyst)
    Every person on the planet has a mobile phone, but 2 Billion people are “Un-banked”.
    Banks and telecoms are in a Gold Rush to bank the unbanked, but many obstacles remain. Money transfers are some of the most popular transactions made by both the banked and the unbanked. However, building trust in this new service is definitely a challenge.

    Join this panel where discussion points will include:

    -Who has the upper hand: Banks or Carriers?
    -How can Fintech companies ensure trust and security when it comes to mobile money transfers?
    -Global ISO Standards Authenticate ID and Asset Verification
    -ISO Reduces Fraud and Speeds up Asset Transfers
    -What are some of the security challenges new payment services are able to overcome?
    -Are “Standards” emerging to reduce implementation and compliance costs?
    -How do you create cross-border and Inter-bank/carrier transactions?
    -How can banks and telecoms successfully bank the unbanked?
  • RegTech: opportunity to build a robust, compliance function with innovative tech Recorded: Jul 20 2016 61 mins
    Subas Roy, RegTech Leader, EY EMEIA Financial Services’; Abigail Viljoen, Partner, Digital Risk, Dan Morgan (Innovate Finance
    RegTech is a key component of the burgeoning FinTech movement. This presentation will cover the UK regulator perspectives, EY points of view and the anticipated industry direction of travel.
  • Bento for One – Using Social media to retain clients and increase sales Recorded: Jul 15 2016 34 mins
    Sarah Paul, Panacea Adviser & John Joe McGinley, Glassagh Consulting
    In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to team up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

    The way in which we communicate with friends, family and businesses has changed forever. We are now in the age of the instant like, dislike, friend and unfriend. An age where recommendations on your service and proposition are shared and discussed on social media such as Twitter, Facebook and LinkedIn.

    How prepared is your business to promote your proposition in the digital age? John Joe McGinley from Glassagh Consulting and Panacea Adviser will outline in their next Bright Talk session.

    This webcast will cover 10 ways in which every business, large or small, can effectively use social media to promote their proposition, communicate with clients and increase sales and client retention.
  • George Kinder on Developing a Mindfulness Practice: Part 1 Recorded: Jul 13 2016 61 mins
    George Kinder
    Spend an hour with George Kinder as he leads a group meditation and discusses how to develop a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
Content for UK financial advisers
Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.

This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: 2012 Pensions Reform
  • Live at: Mar 29 2010 11:00 am
  • Presented by: Steve Bee, Pensions Strategist; Julian Marr, Editor, Marketing-hub.co.uk
  • From:
Your email has been sent.
or close