As the “Smarter, Faster, Better” title suggests, analysis and efficiency are the key focus areas of our Spring 2024 Webinar Series, with industry experts sharing insights into topics including market testing, capital management, tax planning, process improvements and how AI is transforming the industry to be smarter, faster and better.

The “Smarter, Faster, Better” Webinar Series commences on 06 March, with live broadcasts every Wednesday at 12noon (UK time) through to 08 May 2024.

The full programme is detailed below. To register to attend, contact secretary@ailo.org

06 March: Smarter, Faster, Better – Conquering CSRD and Climate

Presented by: Jean Rea, Partner ESG Actuarial and Sarah Moran, Director Sustainable Futures at KPMG

Synopsis: To meet compounding reporting requirements with often limited resources, our experts outline an efficient approach to tackling CSRD, EU Taxonomy and CBI guidance on climate risk in tandem.

Who should attend: Aimed at anyone interested in sustainable finance, ESG reporting, climate risk and process improvement.

About the speakers:

Jean Rea, Partner ESG Actuarial, is a consulting partner in KPMG’s Actuarial and Applied Intelligence practices. She advises domestic and international insurance and reinsurance companies in the areas of financial and regulatory capital reporting, capital optimisation, risk management, M&A and process improvement.

Sarah Moran, Director Sustainable Futures, trained in KPMG’s global centre of excellence for climate risk in KPMG UK and now leads on climate risk and sustainable finance in KPMG Ireland. Sarah lectures with the Compliance Institute, Insurance Institute of Ireland, Chartered Accountants Ireland and to c-suite with UCD Smurfit Business School in the area of Sustainable Finance, ESG Reporting and Climate Risk.

13 March: Testing, Testing, 123: Why should and how you could be testing your products, proposition and literature

Presented by: Andrew Roberts, Chief Creative Officer at H/Advisors Cicero

Synopsis: Product, proposition and literature testing is frequently seen within the industry as a matter of compliance – and, as such, a box to be ticked, if it is even undertaken at all. Given the time, effort and investment that companies sink into product and proposition development, good and effective testing can play a crucial role – not just in pleasing the regulator, but in improving your commercial results. In this presentation we explore the concept of testing through two different lenses and outline our three golden rules for delivering valuable and actionable insights.

Who should attend: Aimed at Product/Proposition Development, Compliance, Sales and Marketing professionals – essentially anyone involved in the development and launch of new products, services and customer-facing documentation.

About the speaker: Andrew Roberts is Chief Creative Officer and former Head of Research at H/Advisors Cicero. With his research and data analytics background, Andrew is responsible for delivering both quantitative and qualitative insight for clients across thought leadership and marcomms campaigns, branding, new product development, proposition testing and market insight projects. With over 15-years of experience, Andrew’s clients have covered a range of sectors that include financial and professional services, health and pharma, technology, energy and infrastructure, spanning the UK, US, LATAM, EMEA and Asia. Andrew holds the MRS Advanced Certificate for Market & Social Research Practice.

20 March: Human Touch in an AI World: How large language models are transforming insurance

Presented by: Brian Walsh, CEO at Reitigh Software

Synopsis: This presentation aims to provide a comprehensive understanding of how large language models, like ChatGPT, are transforming the insurance industry. It will balance technical insights with a focus on the human element, covering topics including understanding how large language models work and their limitations; how AI can augment human capabilities; what insurance companies are currently trialling; ethical considerations and challenges.

Who should attend: Business users/leaders who have limited exposure to large language models. This is not a technical presentation but more about how the technology could be applied to solve business challenges.

About the speaker: Brian Walsh graduated from Dublin City University and holds a degree in Financial and Actuarial Mathematics and a master’s in Software Engineering. His interest in the intersection of finance and technology led him to establish Reitigh Software in 2016. Under his leadership, Reitigh Software has emerged as a frontrunner in providing cutting-edge process automation and data management solutions to numerous blue-chip insurance companies. The team at Reitigh bring not only a deep understanding of the complexities of insurance processes but also how technology can be leveraged as a tool to evolve and improve these processes.

27 March: Process Improvements & Efficiencies: Getting more with less

Presented by: Patrick Meghen, Director & Actuarial Consultant at Milliman

Synopsis: Process improvement and efficiency is an emerging theme across the insurance industry. Given the operational upheaval of the global pandemic and large change projects undertaken in recent years such as IFRS17 implementation, many companies haven’t had time to take a breath and step back to assess and then invest in their processes. Technology has moved on a lot in this period too with lots of new tools that can be availed of – think of AI as an example. The session will focus on the perceived opportunities there to improve processes and make them more efficient and go into some detail on how this can be done. Some practical case studies will be used to give a flavour for the types of changes that can be made – from big to small.

Who should attend: Aimed at those in Actuarial, Finance & Risk but relevant for anyone with responsibility over processes for these functions or with similar processes.

About the speaker: Patrick Meghen is a Director and actuarial consultant with Milliman, based in the Dublin office. He has worked on business portfolios including unit-linked, non-linked, and variable annuity business in both the domestic and cross-border markets. He has built in-depth knowledge of efficient processes and process improvement over the years through his experience providing services to companies as an outsourced actuarial function as well as through targeted projects helping companies achieve more with less.

10 April: Planning for a Labour Government

Presented by: John Woolley & Nick Edwards of Trustee Support Services

Synopsis: This presentation will comprise a summary of the main UK Budget proposals that affect UK taxpayers; Areas of taxation change we can expect under a Labour Government; Advance tax planning that UK resident individuals should consider. During the webinar the emphasis will be placed on planning with investments, pensions and trusts.

Who should attend: Of interest to everyone but particularly for anyone that markets to or advises individuals who have connections with the UK, be it UK residents (domiciled or non-domiciled) or non-UK residents (domiciled or non-domiciled) who are likely to return to the UK.

About the speakers:

John Woolley is a director of Wooltech Ltd, having previously been a director of Technical Connection Ltd for 25 years. John has several legal and tax qualifications including being a qualified TEP, a barrister, a fellow of the Chartered Insurance Institute and a member of the Chartered Institute of Taxation. He has been involved in financial planning in the financial services sector for the last 30 years. He regularly contributes articles on tax planning to various journals as well as making guest attendances as a speaker at financial services and tax conferences. He is the author of Financial Planning with Trusts published by Claritax.

Nick Edwards has almost 40 years’ experience in financial services. He is a director of Trustee Support Services Limited and also runs his own consultancy company, Consultniks Limited, specialising in providing financial planning, tax planning, technical and marketing support to a range of companies including financial planners, IFAs and financial advisers, product providers and professional bodies. He also provides specialist, bespoke training. Nick has been involved in the design and specification of several financial planning software packages. Nick is a Fellow of the PFS and Chartered Financial Planner. He is also a Chartered Fellow of the Chartered Institute of Securities and Investment, a Certified Financial Planner and a Chartered Wealth Manager.

17 April: A technology-focused session led by Lumera (Details to follow)

24 April: Practical Insights into Insurance Capital Management

Presented by: Rob Frize & Eamon Comerford, Directors at Milliman

Synopsis: Insurers are evolving their approach to capital management under Solvency II and similar risk-based capital regimes. New tools and techniques are being used to help companies improve and streamline their capital management. This webinar looks at the results of the 2023 AILO Survey on Capital Management and provides a deep dive into popular techniques using a case study approach.

Who should attend: Senior Managers in Finance, Actuarial and Risk functions or anyone seeking to gain greater understanding of how life insurers manage their capital.

About the speakers:

Rob Frize is a Director for Milliman, based in the Isle of Man.  Rob has significant experience in the cross-border insurance industry, including M&A, market entry strategies, proposition development, pricing, risk management, regulatory change and outsourcing.  He has worked with many of the major companies in the international life insurance market in the Isle of Man, Ireland, UK and Luxembourg.  He also has extensive experience of insurance IT implementations, programme management and risk management.

Eamon Comerford is a Director in Milliman’s Dublin office.  His expertise includes valuation and financial reporting, Solvency II, IFRS 17, M&A, risk management, and other consulting work. Eamon leads the Dublin office of Milliman’s research initiatives as chair of the Dublin R&D committee.  Eamon chairs a Sustainability and Climate Change Steering Group of the Society of Actuaries in Ireland.

08 May: Unlocking Customer Confidence: Boost your revenue by leveraging educational analytics

Presented by: Fredrik Daveus, CEO & Co-Founder of Kidbrooke

Synopsis: An insightful webinar where we delve into the transformative power of streamlining the onboarding process, integrating educational analytics, and fostering a collaborative environment for both customers and advisers. Discover how these strategic approaches can align with and significantly support joint IFA and platform strategic goals.

Who should attend: This session is aimed at equipping platforms with the knowledge and tools necessary to enhance their offerings to IFAs. Whether you’re looking to refine your processes or seeking innovative strategies to elevate your platform’s value to IFAs, this webinar will provide valuable insights and actionable solutions.

About the speaker: Fredrik Davéus, co-founder and CEO of Kidbrooke, stands out as a pioneering figure in the fintech sector, with a track record of driving innovation and empowering informed financial decision-making. His professional journey took off at LF Asset Management as Head of Risk Management, where he laid the foundation stones of his expertise in strategic risk assessment and analytics, and then to London for several years where he sharpened his skills as a quantitative analyst for prominent investment banks. In 2011, Fredrik’s entrepreneurial spirit led him to establish Kidbrooke, initially envisioned as a consulting firm and then by 2019, recognizing the transformative potential of technology in finance, he guided Kidbrooke through a significant pivot towards tech. Today, Kidbrooke is renowned for its cloud-native platform that utilise data-driven analytics, offering personalised financial planning and advice. Fredrik holds dual MSc degrees in computer science and finance from the Royal Institute of Technology and Stockholm University.


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