Turbocharging Transparency, Truthfulness and Trustworthiness with Technology

Register for the event

You can add the event to your calendar as a reminder before booking your place below; this is not a confirmation of booking

When

Tuesday, January 26th from 6:00pm until 8:00pm, UK time

Where

Online symposium via Zoom.

Format

There'll be a great line-up of speakers plus ample scope for discussion and debate

Why you should attend

There are many reasons for this sorry state of affairs, and a particularly significant reason is that the financial sector has failed to grasp the very strong correlation between transparency, truthfulness and trustworthiness. 

Technology is a great friend of transparency, truthfulness and trustworthiness. It follows therefore that we should enthusiastically embrace opportunities to harness the transformational power of technology to improve the way the sector operates. 

This symposium is all about organisations with tech that can make a difference so it will be of particular interest to individuals and organisations that authentically align with the idea that tech has a big part to play in transforming the financial ecosystem. 

There are some truly exciting developments just on the horizon that are working their way towards us at great speed; some of them are powerful enough to deserve to be thought of as “Transparency Machines” .

This online symposium will therefore be of great interest to individuals and organisations keen to learn about the type of breakthrough technologies and applications that are entering the market and how they can constructively disrupt the status quo, helping to obliterate the opacity that the financial service sector is sadly still riddled with.

Unfortunately, there is a mountain of independent research, such as the Edelman Trust Barometer, showing that the public do not trust financial services; and therefore do not have confidence in it. That’s a serious and systemic problem for a sector that needs to be trusted to function successfully. 

There are many reasons for this sorry state of affairs, and a particularly significant reason is that the financial services seems to have failed to grasp the very strong correlation between transparency, truthfulness and trustworthiness. 

Furthermore, technology is a great friend of transparency. It follows therefore that we should enthusiastically embrace opportunities to harness the transformational power of technology to turbocharge transparency, truthfulness and trustworthiness. 

There are some truly exciting developments just on the horizon that are working their way towards us at great speed; some of them are powerful enough to deserve to be thought of as “Transparency Machines” .

This online symposium will therefore be of great interest to individuals and organisations keen to learn about the type of breakthrough technologies and applications that are entering the market and how they can constructively disrupt the status quo, helping to obliterate the opacity that the financial service sector is sadly still riddled with.

Here's the programme and timings so far...

6pm GMT

Welcome to the symposium, introductions and initial exploration of the main issues; plus “Why we must rebuild trustworthiness and confidence in financial services; and how we can do it” by 

Andy Agathangelou, 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

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6:20pm GMT

Presentation #1, for 10 minutes + 5 minutes Q&A/Discussion by

Ian Beestin, Co-founder, Money Alive

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6:35pm GMT

Presentation #2, for 10 minutes + 5 minutes Q&A by

Georgia Stewart, CEO, Tumelo

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6:50pm GMT

Short leg-stretch and comfort break, for 10 minutes

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7:00pm GMT

Presentation #3, for 10 minutes + 5 minutes Q&A/Discussion by

Steven Hewlett-Light, Head of Product Delivery, Recordsure

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7:15pm GMT

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!

Speakers:
Georgina Halford-Hall,
Chief Executive, WhistleblowersUK
Dr Shann Turnbull, Principal, International Institute for Self-governance

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7:30pm GMT

Group discussion & debate, 25 minutes

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7:55pm GMT

Final conclusions; and suggested next steps and close to the formal proceedings.

However, for those that want it…

8pm GMT until 8:30pm GMT

….informal, unstructured networking and informal conversation; a “fireside chat” amongst friends as it were

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*The programme will continuously evolve so is subject to change.

Ian Beestin
Co-founder, Money Alive

Ian has over 30 years experience in the financial services industry.

He co-founded his most recent venture, Money Alive,  in 2015. 

Money Alive has developed an award-winning Video Engagement Platform as well as a range of interactive member educational boxsets.  Since it was launched commercially in 2018 the platform has been used to delivery over 150,000 videos with each creating a report of member engagement and understanding. 

Before Money Alive, Ian was marketing director of Tilney Investment Management and CEO of their unit business. 

Earlier in the year he co-founded the ISA Shop Ltd which grew rapidly and was subsequently sold to the IFC Group.

He began his career working in marketing at General Accident Life.

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Georgia Stewart
CEO, Tumelo

Georgia is CEO of Tumelo, a platform designed to engage members with the companies in their pension and to collect preferences on shareholder issues that members care about. Georgia studied Natural Sciences at Cambridge; has experience from across the sustainable investment sector including equity investment analysis at Jupiter, clean tech venture capital at IP Group and Business & Biodiversity projects at Fauna and Flora International. She now runs a Bristol-based, financial technology start-up with a mission to help all investors contribute to and benefit from a more sustainable investment system

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Steven Hewlett-Light
Head of Product Delivery, Recordsure

With 15 years experience in Financial Services, spanning Retail, Private Banking and Wealth Management, Steven has a deep understanding of the regulatory challenges Recordsure’s customers face. Steven joined Recordsure having spent 6 years shaping, managing and implementing digital products for banks and wealth management firms on both a customer-facing and staff-facing basis.

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