Monday 27 April 2026

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Coffee & Registration
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Welcome
Speaker
Managing Editor
The Financial Services Forum
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Creativity, Courage, Curiosity: The Last Legal Unfair Advantages

Ben Rhodes will explore why creativity is one of last legal unfair advantages available to businesses, and is so underutilised - particularly in financial services, where products converge, regulation equalises and customer attention is increasingly mediated by AI. Creativity is not a “nice to have,” but a strategic necessity, and drawing on the live transformation of Phoenix Group into Standard Life plc, Ben will demonstrate how creativity, courage and curiosity are the essential leadership behaviours required to build distinctive, human, future ready brands.

Speaker
Group Brand & Marketing Director
Standard Life plc
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Session I - When Leadership Becomes Less About You

In this reflective, forward-looking talk Claire will outline the quiet shift from individual success to people leadership, and why the most effective leaders focus less on control and more on creating the conditions for others to thrive. Focusing on presence, judgement, trust and other “soft skills”, Claire will explore what it is that quietly underpins high-performing teams and enables good leaders to build and manage effective teams.

Speaker
Head of External Communications
Succession Wealth
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Session II - Building Effective Strategies for your Business

Effective strategy starts with understanding consumers, and when research falls short, so do the outcomes. This session explores how robust, behavioural-led research underpins stronger business, brand and media strategies, and why flawed insight can lead to costly mistakes. Using real-world examples, William Hanmer-Lloyd will look at how better research drives smarter decisions today, and how emerging AI methodologies may help to reshape the future of consumer understanding.

Speaker
Head of the Behave Consultancy & Head of Strategy
Mediaplus UK
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Lunch
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Session III -Details TBC

Details Coming Soon!


In Partnership With


Speaker
Managing Director & Partner
Comwrap Reply
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Session IV - From Marketing Executive to CMO: Career Progression in the World of Marketing

This session will explore the career journey from marketing executive to CMO, examining the skills, experiences and mindset shifts required at each stage. From building breadth across disciplines to developing leadership presence and navigating organisational complexity, we’ll discuss what it takes to progress, and how marketers can actively shape their own career path in an evolving industry.

Speaker
Chief Marketing Officer
Natixis Investment Managers
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Comfort Break
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Breakout - Behavioural Science Mini-Nudgeathon

In this interactive session, Cowry Consulting will explore behavioural frameworks used in the financial services industry and how to apply these insights to your work. You’ll have the opportunity to work on a real-life brief, where Cowry consultants will teach you how to analytically audit and behaviourally optimise work to engage clients, employees and drive meaningful behaviour change.

Delegates will be put into groups before being given an interactive task to work through before feeding back.

Speakers
Behavioural Consultant
Cowry Consulting
Senior Consultant
Cowry Consulting
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Breakout Feedback
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Free Time
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Networking & Drinks Reception
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Dinner
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Drinks at the Bar & Networking