Building Financial Inclusion Together

Tuesday 9 July 2024 | Mary Ward House Conference Centre, 5-7 Tavistock Place, London WC1H 9SN

We’re delighted you can join us for our first financial inclusion conference. We’re looking forward to showcasing what’s working well across the sector to improve financial inclusion, exploring the power of collaboration and getting us all thinking about what more we can do to make a difference.

Speakers

Iona Bain >
BBC Morning Live’s money expert and a financial broadcaster, author and speaker
Kelly Beaver MBE >
Chief Executive UK & Ireland, Ipsos
Lord John Bird MBE >
Founder of the Big Issue
Robin Fieth
Robin Fieth >
Chief Executive, Building Societies Association
Sara Weller
Sara Weller CBE >
Chair, Money and Pensions Service

Agenda

Registration, tea and coffee

From 8:30am, lower ground floor


Welcome

9:20am, Mary Ward Hall

Sacha Romanovitch
Sacha Romanovitch OBE >
CEO, Fair4All Finance

Looking to the future – the political and social context post election

9:30am – 10am, Mary Ward Hall

Kelly Beaver MBE >
Chief Executive UK & Ireland, Ipsos

Understanding people in financially vulnerable circumstances with the Fair4All Finance segmentation model

10am – 10:45am, Mary Ward Hall

Session facilitator: Lauren Peel

Diana Kamil-Salmon >
Head of Engagement, Fair4All Finance
Kate Pender
Kate Pender >
Deputy CEO, Fair4All Finance
Laura Crow >
Senior Programme Manager, Propositions, Fair4All Finance
Lauren Peel
Lauren Peel >
Director of Marketing, Consumer Insights and Propositions, Fair4All Finance

Breakout session one

11:15am – 11:55am

Option A – Funding the change: How do we encourage and enable investment in affordable credit?

Session facilitator: Jamie Broderick

Room: Lethaby Room

Harry Davies
Harry Davies >
Principal, PRI Investments, Ceniarth
Holly Piper
Holly Piper >
Director of Funding and Investment, Fair4All Finance
Jamie Broderick >
Chair, Impact Investing Institute
Theo Hadjimichael >
Chief Executive, Responsible Finance
Warren Mutch >
Head of Speciality Finance, Shawbrook Bank
Option B – Meeting the needs of everyone in a sustainable way, without people paying more for being poor

Session facilitator: Philippa Handyside

Room: Mary Ward Hall

James Daley >
Managing Director, Fairer Finance
Johnny Timpson >
Financial Inclusion Commissioner
Peter Glancy >
Head of Policy, Scottish Widows
Philippa Handyside >
General Council and Director, ABI

    Help us better plan for the day. Which of these sessions are you most interested in?


    What does it mean to be financially excluded? Lived Experience Panel

    12pm – 12:45pm, Mary Ward Hall

    Facilitator: Michael Hilton

    Michael Hilton >
    Three Hands Insight
    Panel Members >

    Breakout session two

    1:45pm – 2:25pm

    Option A: Collaboration and Innovation: Boosting best practice and learning from others

    Session facilitator: Lis Costa

    Room: Lethaby Room

    Caroline Edwards
    Caroline Edwards >
    Sustainable Banking Lead, Financial Wellbeing, NatWest Group
    Jane Roderick
    Jane Rodrick >
    Head of Customer Vulnerability, Strategy and Engagement, Lloyds Banking Group
    Jonathan Turner
    Jonathan Turner >
    Technology Strategy and Innovations Lead, Fair4All Finance
    Karen Bennett
    Karen Bennett CBE >
    CEO, Enterprise Credit Union
    Lis Costa
    Lis Costa >
    Managing Director, Behavioral Insights Team UK
    Option B – Helping people build short and long term resilience

    Session Facilitator: Sara Weller CBE

    Room: Mary Ward Hall

    Chris Irwin >
    Director of Savings, Yorkshire Building Society
    Jo Phillips >
    Director of Research and Innovation, Nest Insight
    Marlene Shiels
    Marlene Shiels OBE >
    CEO, Capital Credit Union
    Robin Fieth
    Robin Fieth >
    Chief Executive, Building Societies Association
    Sara Weller
    Sara Weller CBE >
    Chair, Money and Pensions Service

      Help us better plan for the day. Which of these sessions are you most interested in?


      Breakout session three

      2:30pm – 15:10pm

      Option A – How can inclusive and accessible design practices improve outcomes for everyone?

      Session facilitator: Sian Williams

      Room: Dickens Library

      Ayesha Begum >
      Senior Manager, Strategy and Impact, Fair4All Finance
      Dr. Ramya Sheni >
      Research Manager, ClearView Research Ltd
      Helen Undy >
      Chief Executive, Money and Mental Health
      Kathryn Townsend >
      Head of Customer Vulnerability, Nationwide and Disability Tsar
      Sian Williams >
      CEO, Switchback
      Option B – How do we ensure access for all in the shift to digital?

      Session facilitator: Natalie Ceeney CBE

      Room: Lethaby Room

      Faith Reynolds >
      Board Member, Fair4All Finance
      Helen Milner OBE >
      Group Chief Executive, Good Things Foundation
      Jemma Waters >
      Head of Customer Inclusion, Lloyds Banking Group
      Matt Adam >
      Founder and Chief Growth Officer, We Are Digital
      Natalie Ceeney CBE >
      Chair, Cash Access UK
      Option C – Working together to understand the issues and increase access to affordable credit

      Session facilitator: Kate Pender

      Room: Mary Ward Hall

      James Berry >
      CEO, Great Western Credit Union
      Kate Pender
      Kate Pender >
      Deputy CEO, Fair4All Finance
      Niall Alexander >
      Credit and Consumer Markets Lead, Fair4All Finance
      Rachelle Earwaker >
      Senior Economist, Joseph Rowntree Foundation
      Richard King >
      Group Corporate Communications Director, Vanquis Banking Group

        Help us better plan for the day. Which of these sessions are you most interested in?


        New Parliament. New opportunity. Renewed focus on financial inclusion

        3:35pm – 4:15pm, Mary Ward Hall

        Session facilitator: Sarah Porretta

        Greg Sachrajda >
        Director, Cross-Cutting Policy and Strategy, Financial Conduct Authority
        Iona Bain >
        BBC Morning Live’s money expert and a financial broadcaster, author and speaker
        Martin Coppack >
        Director, Fair By Design
        Sarah Porretta
        Sarah Porretta >
        Deputy CEO, Fair4All Finance
        Surina Somal >
        Director Group Customer Inclusion, Lloyds Banking Group

        Social change and why it’s a powerful force for good

        4:15pm – 4:45pm, Mary Ward Hall

        Lord John Bird MBE >
        Founder of the Big Issue

        Closing remarks

        4:45pm, Mary Ward Hall

        Sacha Romanovitch
        Sacha Romanovitch OBE >
        CEO, Fair4All Finance

        Networking reception

        5pm onwards, Voysey Room

        With thanks to our sponsors