How can we accelerate the rebuilding of trustworthiness and confidence in financial services?

London, The Shard, 32 London Bridge St, SE1 9SG - 05/11/2019 9:00 am

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For queries: andy.agathangelou@transparencytaskforce.org

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Here’s the programme, so far*

  • 09:00 – Registration, refreshments and networking
  • 09:30 – Welcome to the symposium by
    • Mark Turner, Managing Director, Compliance & Regulatory Consulting, Duff & Phelps; former senior risk consultant within the Risk Specialist Division at the Prudential Regulation Authority; former valuation and controls specialist at the Financial Services Authority; Ambassador of the Transparency Task Force and
    • Andy Agathangelou, Founder, Transparency Task Force; Governor at the Pensions Policy Institute; Chair, The Interoperability Steering Group
  • 09:40 – Presentation by Martin Rich, Co-Founder, Future-Fit Foundation; former Director at Social Finance; former structured debt and derivative products specialist at JP Morgan, HSBC and UBS; pro bono supporter of Access Foundation, Social Investment Business, Panahpur Foundation, Christian Aid; former member of the Asset Allocation Working Group for the G7 Social Investment Task Force;Ambassador of the Transparency Task Force
  • 10:00 – Presentation by Andy Agathangelou, Founder, Transparency Task Force; Governor at the Pensions Policy Institute; Chair, The Interoperability Steering Group
  • 11:10 – Refreshments and further networking
  • 11:40 – Presentation by Richard Emery, Specialist Bank Fraud Consultant; former Marketing Services & Business Planning Manager, ICL Retail Systems; former Senior Analyst, Microfin Systems
  • 11:50 – Presentation by Mark Turner, Managing Director, Compliance & Regulatory Consulting, Duff & Phelps; former senior risk consultant within the Risk Specialist Division at the Prudential Regulation Authority; former valuation and controls specialist at the Financial Services Authority; Ambassador of the Transparency Task Force
  • 12:10 – Presentation by Julie Ampadu, Director, Association of Professional Compliance Consultants; Director, Chameleon Compliance
  • 12:30 – Presentation by Roger Miles PhD, FRSA, Research Lead and Facilitator, Board Effectiveness and Risk Governance, BP&E Global; Faculty Lead, UK Finance Academy (Conduct and Culture), UK Finance; Visiting faculty and Research Associate, University of Cambridge, SME and author, Behavioural Risk
  • 12:50 – Presentation of the Transparency Trophy; a special trophy is awarded to a champion of transparency and finance reform at each of our symposia around the world
  • 13:00 – Lunch and further networking
  • 14:00 – Presentation by Robyn Klingler-Vidra PhD, Senior Lecturer in Political Economy, Kings College, London; Competitiveness Consultant and Executive Education Programme Lecturer
  • 14:20 – The Power Panel Part 1, where panellists will have the opportunity to share their thoughts on our primary question: “How can we accelerate the rebuilding of trust and confidence in financial services?”
    • Sital Cheema, Founder, Jaanu Sustainability Investment Consulting; Member, BSI Steering Group on Sustainability; Ambassador of the Transparency Task Force
    • Iain Ashleigh MICA, Director, Compliance Matters UK; former Associate Supervisor, Financial Services Authority; Ambassador of the Transparency Task Force
    • James Daley, Managing Director, Fairer Finance; Columnist, Telegraph Media Group; Independent Consumer Representative, Chartered Insurance Institute; former Head of Money Content, Which?, former Personal Finance Editor & Business Correspondent, The Independent; former Personal Finance Editor, The Sunday Telegraph; Ambassador of the Transparency Task Force
    • Dr Christopher Sier, FRSA, UK Treasury Fintech Envoy (England); Chairman Fintech North; Professor of Financial Technology, University of Leeds; Professor of Practice, Newcastle University Business School; Chairman, Clearglass
  • 14:40 – Presentation by Kevin Hollinrake, Member of Parliament for Thirsk and Malton
  • 15:00 – The Power Panel Part 2, where panellists will continue to have the opportunity to share their thoughts on our primary question: “How can we accelerate the rebuilding of trust and confidence in financial services?” morphing into The Open Debate; where all attendees, panellists and speakers will have the opportunity to freely discuss the key issues raised through the course of the symposium.
  • 15:25 – Key conclusions and close to the formal proceedings Andy Agathangelou, Founder, Transparency Task Force; Governor at the Pensions Policy Institute; Chair, The Interoperability Steering Group
  • 15:30 – Refreshments and further networking
  • 16:00 – Final close

*The programme will continuously evolve so is subject to change

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What can you expect at the symposium?

You can expect to be amongst progressively minded and collaboratively minded people who are keen to explore how best to reform financial services so that consumers get a better deal; and trust & confidence in the system can be restored.

You will learn about the major international effort that is now underway – in particular, you will get to understand how people around the world are working together to create a new “Framework for Finance Reform” at the heart of which are the “The 12 Finance Development Goals.”

The 12 Finance Development Goals are a similar concept to the United Nations’ Sustainable Development Goals but instead of dealing with issues such as hunger, climate change, access to clean water and gender equality; they deal with well-known financial services problem areas such as conflicts of interest, the “profits before principles” mindset, the need for better governance and the desperate need for greater transparency.

The development of the Finance Development Goals (FDGs) is bringing together a wide cross-section of stakeholders, right around the world, including politicians, policymakers, financial regulators, financial trade bodies and professional associations; plus, many commercial organisations, leading academics and think tanks etc.

There will be presentations from individuals with interesting insights and experiences to share; plus, a panel session and ample scope for discussion and debate so that all attendees will be able to share their views and ideas.

You can expect the meeting to function as a highly interactive and highly engaging workshop, where everybody gets the opportunity to participate as much as they would like to.

We know that using that approach we will be able to harness the camaraderie, collegiality and willingness to collaborate that the project is already cultivating, right around the world.

In essence, this is a rare and perhaps even unique opportunity to become “part of the solution” so will be particularly appealing to people that want to help make a difference.

Click here to get  a full and detailed explanation of the project.

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Bios of key participants provided thus far*

Andy Agathangelou FRSA, Founder, Transparency Task Force

Andy will be Chairing the Symposium. His overall objective is to galvanise support for the idea that greater transparency in financial services can drive positive, transformational change for the benefit of all.

Andy formed the Transparency Task Force following a meeting he led at Senate House, University of London on 6th May 2015. The meeting was the about the trust deficit that is impacting financial services and how harnessing the transformational power of transparency can drive the change that is needed.

That meeting set off a chain of events that led directly to the creation of the collaborative, campaigning community that is the Transparency Task Force.

Our activity is is built on the idea that ‘Sunlight is the Best Disinfectant’ and our guiding “North Star” question is “what is best for the consumer?”

The mission of the Transparency Task Force is

“To help protect consumers’ financial interests by reforming the financial services industry around the world, through harnessing the transformational power of transprency”

We have many Special Interest Groups made up of subject-matter experts working collaboratively:

https://www.transparencytaskforce.org/teams-of-volunteers/

We are building a global network of Ambassadors:

https://www.transparencytaskforce.org/ttf-ambassadors/

We are working hard to rebuild trust and confidence in financial services through creating a Framework for Finance Reform built on the Finance Development Goals:

https://www.transparencytaskforce.org/rebuilding-trust-confidence-in-financial-services/

We have a highly credible Advisory Board:

https://www.transparencytaskforce.org/about-1/advisory-board/

Andy is also:

  • Chair, the Interoperability Steering Group
  • Governor, Pensions Policy Institute
  • Fellow, the RSA
  • Former Chair, Pensions BIB
  • Former Founding Chair, Friends of Auto Enrolment
  • Former Founding Chair, Friends of the Association of Member Nominated Trustees

Dr Robyn Klingler-Vidra, Senior Lecturer in Polotical Economy, King’s College London

 

Dr Robyn Klingler-Vidra is Senior Lecturer in Political Economy at King’s College London, where her research focuses on social impact measurement and government support for entrepreneurship, innovation and venture capital.

She is the author of The Venture Capital State: The Silicon Valley Model in East Asia

 

 

 

 

 

 


Martin Rich, Co-Founder & Executive Director, Future-Fit Foundation

Martin Rich is a sustainability and impact investment specialist, with over 20 years’ experience in both mainstream and social investment.

Martin co-founded Future-Fit Foundation 5 years ago with a vision of helping create a society which is environmentally restorative, socially just and economically inclusive. The foundation’s free-to-use tools enable businesses to take practical steps towards – and ultimately beyond – the SDGs, and empower investors to understand the total impact of their portfolios and thus direct capital accordingly.

Martin previously spent 7 years as Sales Director at Social Finance Ltd, where he focused on developing the investor base for social impact investments, including the first Social Impact Bonds. Before that he worked for 13 years in international investment banking on structured debt and derivative products for JP Morgan, HSBC and UBS.

Martin has a passion for sustainable development and poverty relief, focusing his pro bono efforts in both the UK and internationally with Access Foundation, Social Investment Business, Panahpur Foundation, and Christian Aid. He is also a former member of the Asset Allocation Working Group for the G7 Social Investment Task Force.

This event has now taken place. You can download the slides using the link below.

Further information about the TTF

You can click on the button below to read about the 150+ Transparency Task Force Ambassadors. The list includes world class academics and highly respected thought leaders from right around the world.

Click here to see the TTF Ambassadors

 

Transparency Task Force Advisory Board

You can click on the button below to read about the Transparency Task Force Advisory Board, which is Chaired by the former Chair of the Financial Conduct Authority’s Financial Services Consumer Panel.

Click here to see the TTF Advisory Board

If you want to read testimonials…

If you haven’t been to one of our events before you can use the link below to read some testimonials:

Click here for Testimonials

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