The investment and savings profession is a vital social function for the economy, employing more than 90,000 people investing £5.7 trillion and servicing over half the population through pension savings and insurance products. Improving opportunities for flexible working is increasingly shown to be one of the key enablers to achieving more inclusive workplaces.
The objective of the session was to share most recent industry findings on what cultural and operational barriers exist and to help identify how we can unlock more roles to flexibility, what specific actions could be taken by the industry to overcome these, and how to test and share solutions.
Agenda
| Timing | Item |
|---|---|
| 16.00 | Registration & refreshments. |
| 16.30 – 17:00 | Introduction
Philippe Le Barrois D’orgeval, Head of Axa Investment Managers, UK Harnessing Diversity through SMART Working & Inclusion in Finance’s SMART Working Initiatives Ana Maria Tuliak, Chair of SMART Working and Principal at Ludgate Search |
| 17.00 – 17:30 | The Inclusion in Finance and Timewise Program
Emma Stewart, CEO at Timewise |
| 17.30 – 18:25 | Panel Discussion followed by Q&A chaired by Dame Helena Morrissey
Andy Clark, Chief Executive Officer at HSBC Global Asset Management (UK) Kristina Teahan, Head of UK Third Party Distribution at Goldman Sachs Asset Management Rosanna Burcheri, Portfolio Manager at Artemis Investment Management Vicki Foster, Head of Inclusion & Diversity at St. James’s Place Wealth Management Tim Giles, EMEA Managing Director at Aon |
| 18:25 – 18:30 | Closing Comments |
| 18.30 | Drinks reception |
