Distribution Innovation in Pensions & Investments
Mar 15 2017

Distribution Innovation in Pensions & Investments

From robo-advice to artificial intelligence: exploring new strategies for the digital age

Le Méridien Piccadilly, London


Distribution Innovation in Pensions & Investments is coming to London this March. Now in its 10th year, this event provides the perfect platform for leaders in the pensions and investment industries to explore the challenges and opportunities that distribution poses.

With the digital revolution in full swing due to the growth of web-based transactions, the arrival of FinTech disruptors and new technologies such as robo services, the industry is at a critical juncture. How firms choose to adopt and adapt their digital strategies will increasingly determine how successful their distribution reach is.


Highlights for 2017 include:

  • Hear LV= discuss their pioneering robo-advice proposition
  • Benefit from practical case studies on customer engagement and workplace distribution
  • Hear what FinTech disruptors have to say and engage with them during the brainstorming session
  • Network with 100+ distribution decision makers from across the pensions & investments industries


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Wednesday, 15th March 2017

Welcome address by Juliet Knight, Director, Marketforce
Chair’s opening remarks
Mark Broadhurst

Head of Insurance EMEA

Intellect SEEC

Session One: Exploring new opportunities in distribution

Opening keynote address

Distribution for the 21st century: embracing the digital revolution

Dr Nigel Wilson

Group Chief Executive

Legal & General

Changing gears: towards a digitally-enabled omnichannel distribution model
Martin Jennings

CEO of Parmenion and Global Head of Digital

Aberdeen Asset Management

Advisory Session
Leaders’ Forum

A new age of distribution 

  • How crucial is digital engagement to successful distribution models? 
  • How can engagement be strengthened within the mass market?
  • Are robo-services a panacea for the mass market?
  • Customer acquisition and scaling up: how can new players overcome these barriers?
  • How can providers turn the advice gap into an opportunity?
  • What will be the impact of retail banking’s re-entry into the advisory market?
  • What role will face-to-face advice play? Is the disintermediation of advisers inevitable?
  • What roles can guidance and streamlined advice play?
  • How are the pension freedoms affecting customer behaviour and needs?
  • What are the prospects for future regulation in distribution?
Dr Nigel Wilson

Group Chief Executive

Legal & General

Richard Freeman

Chief Distribution Officer

Old Mutual Wealth

Martin Jennings

CEO of Parmenion and Global Head of Digital

Aberdeen Asset Management


Session Two: Robo – shifting the dynamics of distribution

Harnessing the power of robo
  • How do consumers and advisors feel about robo-services? How can buy-in be won?
  • Integrating robo and human advice: what works best?
  • Ensuring robo-services remain compliant: the balancing act between advice and guidance
  • How might robo be expanded to a wider range of products?
Philip Brown

Head of Policy


Developing robo capability: from simple decision-trees to machine learning and AI
  • What are the technological obstacles to robo-services being expanded?
  • How might machine learning and artificial intelligence make robo more proactive?
  • Putting a timeline on robo: when might we see a more sophisticated offering?
Siddharth Sharma

Chief Technology Officer & Head of AI Lab


Advisory Session
Brainstorming with the FinTechs

Reflecting on the previous presentations, delegates will have 25 minutes to discuss the developments and limitations that robo technology poses, after which each table will feed back their insight to a panel of FinTech experts for wider discussion. Points to consider include:

  • What can be done to ensure robo services respond to the needs of customers? 
  • How might consumer scepticism be overcome? Is a hybrid model the best solution?
  • Where do robo services fall on the advice/guidance spectrum?
  • What role can robo-services play for advisers and wealth managers?
  • What can be done to ensure robo services remain compliant and maintain high standards?
Siddharth Sharma

Chief Technology Officer & Head of AI Lab


Richard Flax

Chief Investment Officer


Ishaan Malhi

Founder & CEO



Session Three: Engaging consumers at every opportunity

Creating a cutting-edge digital experience
  • What do customers today really want? 
  • How can providers become more agile and adapt to new distribution channels?
  • How do new technologies and modes of communication affect distribution strategies?
  • What will future solutions look like?
Russell Warwick

D2C Director


Acquiring and retaining customers: strategies for brand differentiation
  • Creating a brand that resonates in an increasingly crowded landscape
  • Appealing to an ever-widening client spectrum: the savvy versus the unengaged
  • The power of big data: understanding customer motivators
  • How vital is personalisation to successful distribution?
Peter Markey

Brand Communications & Marketing Director


Advisory Session

Session Four: An industry in flux – envisioning the future distribution landscape

Vertical integration and the shift to restricted advice: two approaches

Here, two leading speakers with different outlooks on the trend of vertical integration will outline their perspectives.

Richard Freeman

Chief Distribution Officer

Old Mutual Wealth

Ned Cazalet


Cazalet Consulting

Advisory Session
Case study

Taking workplace distribution to the next stage

Smart Pension has built a powerful digital platform which has made auto enrolment scalable and affordable for employers and employees with minimum cost and disruption. In this presentation, Andrew Evans will explore the challenges of workplace distribution in a time of change for close to 2 million small employers.

Andrew Evans

Chief Executive

Smart Pension

Panel discussion

Envisioning the future of platforms

  • Have platforms peaked? What does the future hold for them?
  • Harnessing digital: how can legacy wrap platforms be adapted to changing consumer and adviser needs?
  • What future opportunities will M&A offer for the platform industry?
  • How might DFM model portfolios appearing on platforms fundamentally alter distribution?
  • Will new investment platforms struggle to reach scale?
  • Could the Pensions Dashboard bring about a revolution in distribution?
  • A competitive horizon: how will D2C platforms differentiate in 2020?
  • Is D2C the final frontier in distribution?
David Tiller

Head of Adviser & Wealth Manager Propositions

Standard Life

Andy Coleman

Director of Distribution


Tim Orton

Managing Director - Adviser Platform


Bill Vasilieff

Chief Executive Officer

Novia Financial

Richard Flax

Chief Investment Officer


Chair’s closing remarks

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Who attends? 

This conference is for senior executive representatives from life assurers, friendly societies, fund & wealth managers, platform providers and FinTech disruptors in the following functions: 

  • Distribution
  • Marketing
  • Sales
  • Customer
  • Automation
  • Product
  • Proposition
  • Innovation
  • Retail
  • Strategy
  • Commercial
  • Advice


Here is a sample list of companies that have attended in the past: 

  • Aberdeen Asset Management
  • Accenture
  • Aegon
  • Alliance Trust
  • Aviva
  • AXA Wealth
  • Baillie Gifford
  • BlackRock
  • Canada Life
  • Columbia Threadneedle Investments
  • DST
  • Elevate
  • Fidelity Worldwide Investment
  • Financial Conduct Authority
  • Friends First
  • Heartwood Wealth Management
  • Investec
  • Irish Life Assurance
  • JRP Group
  • Legal & General
  • LV=
  • M&G Investments
  • Morningstar
  • NFU Mutual
  • Old Mutual Global Investors
  • Prudential
  • Phoenix Group
  • Royal London
  • Schroders
  • Scottish Widows
  • Standard Life
  • St James’s Place Wealth Management
  • SunLife
  • Tenet Group
  • Towry
  • Zurich


Save 15%
Group bookings of 3 or more people will receive an automatic 15% discount. Prices listed exclude VAT.
- +
£795.00 + VAT Until 24/02/17
£895.00 + VAT Standard

Venue Details

Le Méridien Piccadilly, London
21 Piccadilly, London, W1J 0BH

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