Ladies Finance Club
Molly Benjamin had been working in the financial and fintech sectors for national and international companies for most of her career such as Barclays, the Financial Conduct Authority and the Bank of Queensland as a communications and events specialist and consultant. Over a glass of prosecco one night she realised none her girlfriends had much of a clue when it came to their personal finances. And so She's on the Money was born in London in 2018 - fun, social and engaging events, workshops and courses empowering women to take control of their financial futures and to get money savvy (in a way that doesn't make you want to hit snoozeville). She has had over 2000 women attend her events and has partnered with the likes of Financial Times and Rathbones and has run events with the likes of Arcadia, Barclays, Amex and more. In 2019, she has launched Ladies Finance Club in Australia with the same mission to build a tribe of money savvy women. She's passionate about empowering women to take control of their own finances so they have the freedom to live rich, exciting lives on their own terms. Molly most recently returned from a trip to Vanuatu hosted by Centre for Democratic Partnerships where she helped set up Vanuatu's first women in business network and continues to support their development.
Carr Consulting & Communications
Kevin has been in financial services since 1993. Following three years providing mortgage advice on the high street, he progressed through several roles with independent protection specialist LifeSearch including Head of Protection Strategy and Director of Public Relations. In 2008 Kevin joined PruProtect (now VitalityLife) as Director of Protection Development, a role which included all aspects of protection business including sales, marketing, product development and public relations. A previously qualified IFA and mortgage adviser Kevin is a well-known industry figure who speaks regularly to the media and at conferences on all matters related to protection. Kevin is a member of the Chartered Institute of Public Relations (CIPR) and has won many industry awards including accolades for protection advice, business strategy, influence and PR. Kevin is Managing Director of PR and consultancy firm Carr Consulting & Communications, CEO of Protection Review and Co-Chairman of the Income Protection Task Force. A keen Arsenal fan he has also plays keyboard in a covers band.
Katie joined the life and health industry just under 10 years ago, beginning her career at Swiss Re and qualifying as an actuary. After a number of years she left the world of reinsurance to join PruProtect, now Vitality, supporting their product development, marketing and distribution. In 2018 Katie left the insurer to travel the world for five months, which included a three week trek to Everest Base Camp, and on arrival back to the UK at the start of 2019, set up Tabei, a technical marketing agency which supports life and health insurance businesses across product development, marketing and distribution.
Like many in the industry, Katie has a passion for protection and is a keen advocate of equality and promoting inclusivity in insurance.
Chartered Insurance Institute
Sian Fisher is CEO of the Chartered Insurance Institute.
Leading the professional body for insurance and financial planning since February 2016 follows a distinguished career in the sector, which has included senior roles at a Lloyd's Syndicate, a UK and European insurance company, a market leading MGA, a major international broker and US corporate.
Sian has also run her own start-up intermediary and was part of the creation of the Managing General Agents' Association.
A graduate of Oxford University with an Exec MBA from Harvard, Sian is a strong advocate for equality. She is a founding member and Executive Chair of the Insuring Women's Futures initiative and a Committee Member of the Insurance Supper Club.
Ms. Fisher is also a Non-Executive Director at Asta Underwriting Management, a Vice President of the Insurance Institute of London and Board Member of Insurance United Against Dementia (IUAD).
Heath Protection Solutions
Naomi started her career working in the corporate space of the Life Assurance sector in 2002, helping advisers understand the products available in the UK market whilst giving training and development on the benefits of personal and business products.
In 2014 Naomi founded specialist brokerage Heath Protection Solutions, which offers Private Clients and Businesses whole of market advice on a full range of insurance solutions. In addition to running her own business Naomi has brought her deep understanding of the UK life assurance market to LDNfinance as Protection Director, where she supports the development of their protection advice to mortgage clients.
Naomi has become an Ambassador for the Chartered Insurance Institute (CII), working to raise awareness of the importance of protection products for women. She speaks at events in London on the education and guidance of young women and the importance of protecting their futures regularly appearing at events such as ‘She's on the Money'.
Recently awarded the Woman of the year in Protection Advice Award at the Women in Financial Awards 2019, Naomi looks to continue raising the awareness of the need for Protection Advice by supporting the education of both brokers and clients.
Assistant Director, Head of Protection & Health
Association of British Insurers
Roshani Hewa is the Assistant Director, Head of Protection and Health, having previously worked at the ABI as Assistant Director, Head of Savings Policy. She is responsible for leading the ABI's strategy and policy development on protection and health policy issues.
She joined ABI in September 2017 from Barclays, having joined in 2011 and was responsible for engaging with UK regulators (PRA/FCA/PSR) to optimise outcomes for Barclays; developing and communicating insights on regulatory engagement internally and externally. Primary focus was on Barclays UK businesses i.e. Mortgages, Personal Banking, UK Cards and Treasury. Prior to Barclays, Roshani worked at KPMG for 5.5 years, and is ACA qualified with the Institute of Chartered Accountants in England and Wales.
People and Business Manager
Working for LifeSearch as People & Business leader and keen to show it's possible for women in our industry, especially advisers, to achieve what we want. A believer in seeking opportunities, not just waiting for others to offer them. The first winner of Protection adviser (2018) in the women in finance was a career highlight for me.
Founder and MD
Anna Sofat is founder and MD of Addidi, the Voice of Women's Wealth. Addidi advise enterprising women, and their families, to plan and manage their wealth as well providing a collaborative club for women to invest in and engage with SMEs. Addidi recently won Money Marketing's Small Advisor of the Year award and has featured as one of the Top 100 Advisory firm by the New Model Adviser magazine in 2012, 2013, 2014, 2015, 2017 and 2018.
Prior to founding Addidi, Anna was the MD at Fiona Price & Partners, the first business set up specifically to provide financial advice for women by women.
Anna is a graduate of Hull University and has a Masters from the London School of Economics. She holds both the Chartered Financial Planning and Certified Financial Planner qualifications.
As well as advising private clients, Anna is a regular contributor to national press and TV. Anna has been awarded the Unbaised.co.uk's Financial Adviser of the year award; nominated the Top female Adviser by FT's Financial Adviser in 2015 and was a finalist in the First Women 2017 Awards for the Finance category.
Away from work, she is married and a mother of 2 girls. Her interests are her family, travel and current affairs; in the past she has served as an elected Councillor on Rochester City Council and Halling Parish Council. She was also a non executive director for the social enterprise, Fair Finance from its inception in 2005 to 2014.
Head of Strategic Partnerships
Zurich UK Life
Rose has over 20 years' experience working in financial services initially as financial adviser and is now Head of Strategic Partnerships at Zurich leading a team responsible large distribution relationships. Rose is Zurich's lead consumer spokesperson, chairs Zurich's Women's Network, chairs of Zurich Community Trust Executive and board member of the Investment and Life Assurance Group (ILAG)
UK Group Managing Director
Ian Teague is UK Group Managing Director of iPipeline, an innovative technology business that helps financial businesses move forward in the digital age and adapt their processes and systems as required.
At iPipeline, Ian is responsible for delivering innovative solutions which dramatically improves the planning, selling and servicing of financial products. Over the past six years, iPipeline has contributed to growing the protection market, making insurance more accessible to all, leading to recognition across a variety of industry awards. Ian actively encourages men and women to challenge the norm and strive to grow and develop within the industry.
Ian has over 20 years' experience working within the financial services industry operating at a variety of leadership level roles. His primary focus has been growing revenues and profitability of technology companies within the insurance industry.
Outside of work, Ian enjoys cycling (not that it shows) the country lifestyle (horses and dogs) and supports local education organisations in a variety of initiatives.
Emma has nearly twenty years' experience in the Protection industry, and 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, helps journalists with Protection stories, together with speaking publicly and writing columns herself on issues and opportunities to help get more consumers protected. Through this work for LifeSearch, Emma founded and is Chair of the Women in Protection Network. The group's purpose is to highlight the need for more women to take out Protection insurance, and to help increase the number of women working within and influencing our industry. Emma is also chair of the Protection Distributors Group which aims to improve the industry for consumers.