When20th July from 6pm to 8pm UK time
WhereOnline symposium via Zoom.
FormatThere'll be a great line-up of speakers plus ample scope for discussion and debate.
Why you should attend
“The single biggest problem in communication is the illusion that it has taken place”
– George Bernard Shaw
This quotation sums up at least part of the issue of why the financial services sector as a whole has a significant reputation problem.
We suspect that part of the problem is the way in which the financial services industry tends to communicate.
This symposium is going to create and opportunity for communications professionals to discuss and debate questions such as:
- What needs fixing in the way the finance sector communicates?
- To what extent are regulatory requirements a barrier to effective comms?
- Is it true that regulatory requirements are sometimes used as an unjustified excuse for poor comms? – is there a tendency to “hide behind the lawyers?”
- Is the use of impenetrable language ever acceptable? If not, why does it sometimes get used?
- What can be done for communication to lead to better engagement?
- Communicating investment costs and performance figures are particular challenges; what’s the latest thinking of the best way to do it in a compliant yet effective manner?
- In the ESG space, is “Greenwash” as big an issue as some say; if so, what should be done about it?
- How mindful should comms professionals be of the key learnings from the world of behavioural finance?
- What’s it going to take for the finance industry to communicate with integrity, credibility and authenticity?
- What changes would we want policymakers and regulators to make to help advance the cause for better and more authentic comms?
- What might be the benefits of developing a set of protocols, or guiding principles, or Best Practice Guide that could be adopted by the sector, on a voluntary basis?
- Could such an idea develop into some kind of “Comms kite mark” for the finance industry; whereby comms that meet agreed criteria are acknowledged in some way
We intend to facilitate the kind of candid yet constructive discussion that is surely needed to help move matters forward, in keeping with the idea that “progress begins with realism.” We can use the symposium to create an environment where delegates can “say it as they see it” in the hope and expectation that we can work together to make a worthwhile difference.
Here's the programme and timings so far...
Welcome to the symposium, introductions and initial exploration of the main issues; by
Founder, Transparency Task Force; Governor, Pensions Policy Institute; Chair, Secretariat Committee, APPG on Pension Scams; Chair, Secretariat Committee, APPG on Personal Banking and Fairer Financial Services; Chair of the Violation Tracker UK Advisory Board
Presentation #1, for 10 minutes + 5 minutes discussion/Q&A
Founder, Value Ltd
Presentation #2, for 10 minutes + 5 minutes Q&A/Discussion by
Senior Writer and Workshop Leader, Quiet Room
Presentation #3, for 10 minutes + 5 minutes Q&A/Discussion by
Founder and President, Institute for Fiduciary Standard
Presentation #4, for 10 minutes + 5 minutes Q&A/Discussion by
Global Head of Structured Products, Tempo Structured Products
The “Just a minute”-round
Inspired by the BBC Radio 4 programme, we have asked a selection of our attendees to spend just a minute sharing their thoughts on what has been covered during the symposium. But unlike the Radio 4 programme our speakers won’t be penalised for hesitation, repetition or deviation!
General discussion and debate, 25 minutes
Final conclusions; and suggested next steps and close to the formal proceedings.
However, for those that want it…
8:20pm BST until 108:30pm BST
….informal, unstructured networking and informal conversation; a “fireside chat”
*The programme will continuously evolve so is subject to change.