Speakers List - COVER Protection & Health Summit 2017
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Keynote Speakers

Naudene Barnard

Filmmaker

Naudene Barnard Films

Naudene started her career in post-production, developing formats for the BBC, South African Broadcasting Corporation (SABC), National Geographic and Discovery.

She edited most of the UK Traffic Cops series which, to date, is still one of the most consistently watched factual series on UK television, reaching nearly 8 million views by the end of the first series.
She also directed and edited the successful SABC Mediforum series, hosted by her late father Dr Marius Barnard.

Naudene boasts a Silver Cannes award as well as South African Loerie Awards. Natural History films she has edited have received finalist nominations at the Jackson Hole Film Festival, Jules Verne Adventure Festival, Japan Wildlife Film Festival and Durban Wild Talk, to name a few.
Her standout strengths lie in storytelling and astute editorial judgement. Commended for her tireless dedication, she's affectionately known as Naudene 'The Machine'.

 

Paul Burstow

Rt Hon Paul Burstow, Professor of Mental Health Policy

University of Birmingham

Paul is Chair of the Tavistock and Portman NHS Foundation Trust where he is developing the Trust's psychosocial approach to mental health. Between 1997 and 2015 he was Liberal Democrat MP for Sutton and Cheam, and also served as the Minister of State for Care Services between 2010 and 2012, during which time he was responsible for developing the government's 'No Health Without Mental Health' mental health strategy.

Paul has also been appointed Professor of Mental Health Policy at the University of Birmingham where he is leading the recently launched Birmingham Policy Commission on Mental Health Promotion and Prevention.

Speakers

Mark Anders

Strategic Partnership Manager

Unum

Mark has a wealth of experience in financial services, particularly in protection products having held senior sales and marketing positions with a number of leading providers, including LV=, Bupa and Friends Life. Mark now leads Unum's development of partnerships outside of its core intermediary business, working with innovative businesses like Pure Benefits to deliver new ways of delivering unique employee benefits solutions to an under-served market.

Dr Sonya Babu-Narayan

Cardiologist

British Heart Foundation

Dr Sonya Babu-Narayan is Consultant Cardiologist at Royal Brompton Hospital, Clinical Senior Lecturer in Adult Congenital Heart Disease at Imperial College London and British Heart Foundation Intermediate Research Fellow.
Her ambition is to improve the care of adults born with heart defects by conducting relevant translational clinical research. In 2012 she was awarded a fellowship from the British Heart Foundation, which funds her to spend 50% of her time caring for patients with congenital heart disease in the NHS and 50% of her time conducting clinical research. Her work is focussed on the intersection between clinical congenital heart disease care and cardiovascular magnetic resonance imaging. Her main research interests include the prevention of sudden death in congenital heart disease patients, discovery of imaging and genetic biomarkers that predict risk or arrhythmia, sudden death and heart failure in congenital heart disease and personalised 3D heart replicas acquired with MRI and used to facilitate heart treatment procedures.
She was awarded First Class Honours from University College London for her Medical Research Council-sponsored Batchelor of Science (Neuroscience). Her doctorate in adult congenital heart disease was awarded from Imperial College London. Dr Babu-Narayan was funded by the British Heart Foundation during her PhD and has also received funding from the Wellcome Trust. In 2006 she was awarded an American Heart Association Council for Cardiovascular Disease in the Young Outstanding Contribution to Paediatric Research Award. She has served more than a dozen years reviewing applications for ethical approval for clinical studies as a committee member within the UK National Research Ethics Service, served as associate editor for Journal of Cardiovascular Magnetic Resonance 2013-2107 and was recently appointed UK BSCMR task force lead for congenital heart disease research. She enjoys supervising clinical and research fellows including PhD students. Her peer reviewed publications can be found at http://www.imperial.ac.uk/people/s.babu-narayan

Toby Bainbridge

Reinsurance Manager

Royal London

Toby started his career in the insurance industry working at a reinsurer and spent ten years working in underwriting, underwriting research and development, audit and business development. He then spent the next 15 years in primary reinsurance in underwriting and reinsurance management. Toby's primary responsibilities at Royal London include reinsurance, management of the underwriting and claims philosophies and product development. Much of his time is spent on aspects of risk management, proposition design and underwriting.

Saumya Barber

Rehabilitation and Health Services Manager

Unum

Saumya Barber joined Unum's Customer Services Division in 2013 and is responsible for delivering our Absence Management proposition, as well as managing our team of Vocational Specialists.

Prior to joining Unum, Saumya has worked across many industries in Risk Consulting and Advisory positions at KPMG and Employers Mutual in Australia. She has over 13 years' experience in workers compensation, illness/injury prevention, Absence management, employee relations, and workplace wellbeing.

Saumya is originally from Sydney Australia and attended The University of Sydney where she completed Bachelors in Applied Science (Occupational Therapy) and has also completed a Masters in Occupational Health (Work, Health and Safety).

 

Tom Conner

Director

Drewberry

Tom is a director and co-founder of Drewberry. Tom heads up Drewberry's advice proposition and is particularly passionate about the need for more families to be protected by income protection. Tom is also a founding member of the Protection Distributors Group (PDG).

Stephen Crosbie

Protection Director

Aegon

Stephen has over 20 years' experience building his career in Marketing within the financial services industry. He has spent the last 16 years with Aegon, managing every product line across every channel during this time, including over eight years in the protection business.

Stephen graduated in 1993 with a BA Honours degree in Commerce, Marketing and Insurance Risk Management and went onto gain ACII and FPC professional qualifications.

 

Steve Evans

Protection Distribution Manager

Scottish Widows

Steve has over 18 years' experience working in the financial services industry and has spent the last seven years working in the protection market for Scottish Widows as an Account Manager. He passionately believes in the difference protection can make to a client's life, at a time when they need it most. Steve is excited by the opportunity of working with the intermediary market to help close the protection gap that exists in the UK today. He is looking forward to helping advisers protect more customers through Scottish Widows Protect and make a real difference to their lives. Steve has the full CII qualification, achieving the Diploma in Regulated Financial Planning (R01 to R06), together with a full CeMap accreditation.

Jennifer Gilchrist

Proposition Lead, Intermediary Protection

Royal London

Jennifer Gilchrist is Proposition Lead for Royal London's intermediary protection business. Having worked in the industry for nearly 30 years, she has a wealth of experience in marketing and developing protection products. She was a key member of the propositions team that launched Scottish Provident's Self Assurance menu plans back in 1999 and played a lead role in bringing Bright Grey and Scottish Provident together under the Royal London brand.

Jennifer is a frequent press commentator on protection products and has had many articles and comment pieces published in the trade press.

Outside work, you'll often find her pounding the Edinburgh streets at 6am on a misty morning. She's also an avid tennis fan, though that extends to watching rather than playing!

 

Stuart Gray

CEO of Pure Benefits

Unum

Stuart has spent the last 21 years establishing six different businesses in the employee benefit space. Following the recent sale of two businesses to AON he is now leading Pure Benefits toward the goal of being the employee benefit platform of choice for IFA's and their small business clients.

Bridget Greenwood

Financial Social Media UK

Director

2015's Winner of Personality of the Year - Professional Adviser, Bridget has spent the last few years developing leading strategies within online and Social Media to extend reach, influence and connections, bringing business, clients and prospects together.

Previously an IFA, Bridget has worked with financial advisers, wealth managers, professional bodies like the IFP, CISI, Panacea Adviser, asset managers and other financial firms. Working with clients to put together a road map for their online communications, social media, strategy development, offering training, guidance around governance, tools, implementation, monitoring and reviewing.

 

Simon Jacobs

Head of Underwriting & Claims Strategy

Aegon

Simon has spent his entire career in the insurance industry, joining Aegon in January 2013. Before that, he held a number of underwriting roles with key protection providers including Axa Life, Unum, Legal & General, HSBC Life and reinsurer Munich Re.

Phil Jeynes

Head of Sales and Marketing

UnderwriteMe

Phil started in financial services straight from school, following his dream of becoming a clerk for a large building society. Having achieved this goal he went on to become a mortgage adviser and through this, discovered the world of Protection. A paucity of imagination has seen Phil become a well known figure in the life insurance sector, with roles in marketing, sales and PR at such leading firms as Direct life and Pensions, Vitality Life and now UnderwriteMe.

Away from work he is married with two sons and spends his free time playing, coaching and watching football (in ascending order of proficiency).

 

Sam Magee

Heart Patient

British Heart Foundation

Sam Magee was diagnosed with a heart defect at birth and was transferred to the Royal Brompton hospital. Forty-five years later he is still a patient there. He has a stent, catheter ablation and ICD fitted in order to keep his heart beating at the right pace. He manages his condition through medication and is on the list to receive a heart and lung transplant. Sam is a regular volunteer, fundraiser and speaker for the British Heart Foundation.

Patrick McIntosh

Business Protection Claimant

KMG Chartered Financial Planners

As director of a financial planning business, Patrick understands the importance of protection. Having survived cancer three times - prostate, skin and bowel - he has first-hand experience of just how valuable financial protection can be.

David Mead

CEO

Future Proof

David is the founder and CEO of Future Proof, a specialist telephone-based protection advisory firm based in Reigate, Surrey. Future Proof is an award-winning firm who specialise in providing high quality outsourced services to some of the industry's leading firms.

Whilst as a white, 50-something male David conforms with the industry demographic, the firm does not! Future Proof employs several mothers who have returned to work and positively promotes flexible working practices. Seventy-eight per cent of the team are female, with an average age of just 31. In our experience women are frequently the drivers behind arranging protection and our team are in a strong position when it comes to understanding our client's needs and creating genuine empathy.

David is one of the founding members of the Protection Distributors Group who are working with other stakeholders to improve the overall image of the industry and customer outcomes.

 

Jenna Mullett

Vocational Rehabilitation Case Manager

Unum

Jenna Mullett has worked in Vocational Rehabilitation and Absence Management services for 7 years. Jenna has a background in Musculoskeletal conditions and has vast experience of managing a broad variety of other health conditions and absences including complex Mental Health cases and Cancer. Jenna also works with a number of Unum's clients to deliver training and promote best practice in absence management.

David Smith

Distribution Sales

iPipeline

David joined iPipeline in October 2014, generating new opportunities for integrating iPipeline's protection platforms, annuity service and point of sale solutions with technology partners and key distribution groups.
He has over 25 years' experience selling business and technology solutions within the financial services distribution marketplace and has previously held senior roles with Intelliflo, Distribution Technology and eValue FE, where he headed up sales of adviser tools and platform relationships and was instrumental in the design, build and adoption of risk-targeted portfolio distribution.

David is passionate about addressing the protection gap and highlighting how complicated the protection process is, yet how it can be simplified.

Emma Thomson

Life Office Relationship Director

LifeSearch

Emma has over 18 years' experience in the protection industry, beginning her career in Unum's underwriting team before joining LifeSearch in 2000, where she uses her expertise and influence to help grow and improve the protection market. Emma is LifeSearch's life office relationship director and press spokesperson. Both roles involve her lobbying for improved customer experiences and increased consumer awareness; she works closely with insurers to develop their propositions, liaises with journalists on protection stories, together with speaking publicly and writing columns herself on issues and opportunities.

Emma is also a member of the Income Protection Task Force and F&TRC's Protection Forum, in addition to being Chair of the Protection Distributors Group which LifeSearch helped to establish, leading their successful Funeral Pledge Campaign. She also recently instigated the formation of the Women in Protection Group, to help increase the number of women buying and benefitting from Protection insurance. 

Rose St Louis

Head of Partnership Development

Zurich UK Life

Rose has over 18 years' experience working in financial services. She spent the first 10 years of her career as a financial adviser, so has an appreciation of consumer behaviours in relation to both protection and investments. She joined Zurich in June 2015 as head of partnership development from Legal and General where she managed key acccounts. Rose chairs Zurich UK Women's Innovation Network and is a Trust Executive for Zurich Community Trust.

Rose graduated from the University of Kent with a degree in public administration and manager, and is CII Advance Diploma Qualified. She has played netball for England, winning a Bronze medal in the World Youth Championships, and outside of work, enjoys keeping fit and volunteering. 

Johnny Timpson

Financial Protection Technical & Industry Affairs Manager

Scottish Widows

Johnny has over 37 years' business development experience in bank, independent intermediary, direct, partnership and joint venture distribution channels.

Before joining Scottish Widows in 1987 Johnny worked for Commercial Union. His current role is supporting the development of financial protection need awareness, advocacy and advisory capability within Scottish Widows Protect. Johnny has been a member of numerous protection industry task forces, both past and present, bringing his wealth of experience and unique insight and knowledge to bear. Most recently he's represented Scottish Widows on the Seven Families Project, the Income Protection Task Force and the ABI Protection Committee.

 

Catherine Trimble

National Account Manager

Aegon

Catherine has worked in the protection industry for nearly 30 years, with the last 15 years being focused on the individual protection markets, both personal and corporate. She works alongside some of Aegon's key partnership accounts/networks, designing and implementing strategy to drive successful business performance and deliver real value to the bottom line.

Andrew Wibberley

Director

Alea Risk

Andrew Wibberley - Andrew set up Alea Risk in 2015, with a mission to make insurance easy to buy. Over the last two years he has worked with like-minded insurers, IFAs, IT companies and service providers to do just that.

This year he is particularly proud of working with one insurer to introduce a product aimed at rewarding diabetics and obese people for improvements in health, and another to eliminate GPRs from their new business process. Andrew was previously Head of Life and Health Underwriting at a major reinsurer and was Chair of the 2014 ABI Statement of Best Practice on CI.

"Alea" is both Italian for risk and (coincidentally!) the initials of Andrew's young family - wife Lottie, 4 year old Alex and 2 year old Evie.

 

 

Andrew Wilkinson

Director

Moneysworth LTD

Andrew has spent his whole career in the financial services industry, working for an insurer and then as an IFA before setting up Moneysworth Ltd in 2003 with fellow director Tim Boddy. Moneysworth are a specialist whole of market protection broker, with particular expertise in dealing with non standard cases (eg pre existing health conditions, travel, residency etc). Andrew is passionate about helping people to obtain the cover they are seeking and increasing access in the market to protection products for the ever growing number of ‘non standard' consumers.