Financial services
ISBA and the Financial Services Forum (FSF) are to work together to add value to each others’ memberships and undertake joint ventures when our interests overlap.
This page will feature more on our joint initiatives, forthcoming events and relevant news.
Research papers - free to forum members!
In December 2009, the forum co-hosted an event with Opinium Research on the theme of Perspectives on the IFA Industry.
The incentive and reward for attending the event was a free copy of Opinium’s full research report into current IFA attitudes towards the sweeping changes in their sector. A copy of the report is available on request - please email rn@thefsforum.co.uk.
Since then, Opinium have undertaken some additional research, summarised in a document now available free to forum members in the Knowledge Centre (visit Independent Voice January 2010). The latest study provides a further measure of how far IFAs think they are along the road towards adopting the new adviser charging model, and attaining higher qualification standards.
Events
Funding the UK mortgage industry – an action plan
Wednesday 24 March 2010
The British Library, 96 Euston Road, London, NW1 2DB
08.30 for a 09.15 start until 17.00
The on-going shortfall in mortgage funding has created a flat market. Gross mortgage lending in 2009 was around £140 billion, compared to over £360 billion in 2008. There is little to suggest it will to recover to more than £150 billion in 2010.
This conference is aimed at the spectrum of mortgage industry players – lenders, investors, advisers, servicers and ratings agencies – with the aim of achieving some common ground; understanding the shape of problems and potential solutions, and delivering an action plan for growth.
More information on the conference agenda and speaker line-up is available on The Forum’s website.
Speakers and panel include:
David Smith, Economics Editor, The Sunday Times
John Wriglesworth, Managing Director, The Wriglesworth Consultancy
Lynda Blackwell, Mortgage Policy, Financial Services Authority
Robert Plehn, Head of Securitisation, Lloyds Banking Group
Tony Ward, Director / CEO, IMLA / Home Funding
Phil Jenks, Managing Director, Phil Jenks Consultancy
Rob Thomas, Senior Policy Adviser, Council of Mortgage Lenders
Nigel Stockton, Sales Director, Mortgages, Lloyds Banking Group
Stephen Smith, Director of Housing, Legal & General
Matthew Duncan, Partner, Funding Team, Sidley Austin LLP
Peter Williams, Executive Chairman, Intermediary Mortgage Lenders Association
Winning in an Election Year
25 March 2010
Lansons Communications, 24a St John Street, London, EC1M 4AY
08.30 for 09.00 until 11.00
Only weeks ahead of a new Government, our March public affairs event explores how businesses can leverage the election campaign and looks ahead to the post election environment. Faced with declining public revenues, increased regulation, and amid business disaffection with politics and politicians, the panel will discuss how businesses can achieve commercial and reputational success in an election year.
Panel includes:
John Letizia, Head of Public Policy and EU Relations, Lloyds Banking Group
Malcolm George, Director of Government Affairs, Hewlett Packard
John Ingamells, Director, The City UK
Ben Abbotts, Head of Public Affairs, Lansons
Annual Members’ Conference: The New Normal
30 March 2010
BT Centre, 81 Newgate Street, London EC1A 7AJ
09.30 for 10.00 until 17.00
Sponsored by BT, Acxiom, Mintel and Royal Mail
The credit crunch was not just an event, it’s a process. And we are still only part-way through. A major study into social trends from The Future Foundation uses the title ‘The New Normal’ to identify key patterns in a ‘post-recessionary’ environment, where consumers’ attitudes and agendas have changed as a result of the downturn.
Speakers will include:
National Savings & Investment
Peter Simpson, CMO, Monisie
Julie Forey, Microsoft UK
Chris Middleton, Futures Coaching
Vivienne Gillian, Jim Murphy and Barry Clarke, The Future Foundation
These events are free to members of The Financial Services Forum. To book a place, please go online at www.thefsforum.co.uk (please log in as a member first) or e-mail Victoria Monk at vm@thefsforum.co.uk. Alternatively, you can call Victoria direct on 020 7449 9027.
- Wherever possible, presentations from these events are posted onto the Knowledge Centre area of thefsforum.co.uk. The Knowledge Centre is a searchable archive provided exclusively for members of the Financial Services Forum, containing articles, research and presentations from over nine years of Forum activities. If you need any help to access the password-protected members’ area of the site, to investigate the potential value of this resource, please contact Richard Nolan.
