2020 Vision; Insurance and Financial Services Conference

The Bristol Pavilion
Thursday, 23 January 2020
8:45 am – 3:45 pm (UK time)

The day conference will include keynote addresses from Melissa Collett, Professional Standards Director at the CII and Steve White, CEO at BIBA.

The day will begin with a plenary and question & answer session with senior representatives of both the regional and national profession and industry.

We are delighted to announce the panel will include:

  • Matthew Hartigan, MD, HIGOS Insurance Brokers
  • Alex Tong, Regional Manager, UK South Region, QBE
  • Jason Howes, Regional Manager - Midlands & South West, Allianz
  • Karen Brown, Insurance Institute of Bristol
  • Steve Green, Steve Green Consultants
  • Steve White, CEO, BIBA

The University of West of England (UWE), in conjunction with the CII and a number of local insurance organisations, are developing a MSc in Risk Management and Insurance. We are delighted that Debbie Sturge ACII MA, Course Director will be sharing further information about this exciting project on the day.

Continued Professional Development (CPD)

To support your CPD and knowledge development we shall be running a series of carousels during the day.

Relevant topics being delivered by experts in their field, will include;

  • Cyber Insurance into 2020 and beyond - Deepak Sohal, Senior Financial Lines Underwriter, Zurich Insurance
  • Wellbeing in Professional and Financial Services - Andrew Burton
  • Financial Resilience for Women - Alison Cooper
  • Developing a learning culture in Insurance and Financial Services organisations - Zing Associates
  • Professional Standards - Melissa Collett, Professional Standards Director, CII

The day will conclude with Richard Dawson, Head Coach Gloucestershire County Cricket Club delivering a session on motivation and leadership.

During the day private rooms will be available to book, should you wish to arrange a business meeting or take a private phone call.


The Insurance Institute of Bristol have been pleased to organise this conference. The fee to attend is a charitable donation of £30 which will go to our President's charity, WellChild. For more information on this wonderful charity, please visit www.wellchild.org.uk

Keynote Speakers:

Melissa Collett

Melissa Collett is Professional Standards Director at the Chartered Insurance Institute (CII), leading its professional standards, ethics and conduct activity as a united profession across insurance and financial planning. She is also responsible for the professional body’s legal affairs, risk management, disciplinary matters and governance. She is keen to raise awareness of best practice and drive ethical behaviour through engagement with the profession and external stakeholders. Melissa has an extensive background in consumer insurance and legal issues. She spent over a decade at the Financial Ombudsman Service, was a Director at Fairer Finance and sits as a Tribunal Judge. She is also qualified solicitor, and specialised in insurance law at Hogan Lovells. She is a frequent speaker at insurance conference and events, sits on judging panels, and is the author of numerous articles and publications on consumer insurance law subjects. She is currently a non-executive committee chair of the Association of Accounting Technicians.

Steve White

Steve was appointed Chief Executive of BIBA in May 2013 and leads from the front in promoting, assisting and understanding insurance brokers and their issues. He has spent 40 years in the insurance industry, working for the Orion Insurance Company, the General Insurance Standards Council and the Financial Services Authority, prior to joining BIBA in March 2004, as Head of Compliance & Training. Steve sits on the Directors’ Committee of BIPAR (the European Federation of Insurance Intermediaries) and the Executive Committee of WFII (the World Federation of Insurance Intermediaries). He is also a board member of the CII’s Society of Insurance Brokers.

  • Gloucestershire County Cricket
  • The Brightside Ground, Nevil Road
  • Bristol
  • BS7 9EJ
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.