Broker Expo 2020 Agenda


Broker Expo Opening Comments

10:00 - 10:15

Siân Barton


Insurance Age

Siân has been writing about the insurance sector since 2014 and is currently editor of Insurance Age.




Opening Keynote Address: What Do the 2020s Hold for Insurance Brokers?

10:15 - 10:45

With the dawn of a new decade, what can brokers expect from the 2020s? Continuing uncertainty and volatility in the market, the next ten years could prove just as challenging as the last, if not more! One of the UK’s leading economic experts and thinkers will provide the holistic view of country’s economic situation followed by a forecast for the next few years. With this insight and understanding, insurance brokers will see: 

  • How to rebuild business better after a year of global disruption and upheaval
  • What firms can expect in the future and the challenges that are likely to emerge
  • How the industry can best prepare and where will be the opportunities
  • The steps necessary to remain competitive by 2030
Paul Johnson

Institute of Fiscal Studies


Paul Johnson is director of the Institute for Fiscal Studies (IFS) and member of the Committee on Climate Change. The institute is widely considered the leading independent economic research and analysis organisation in the country.

Paul has published and broadcast extensively on various issues in the economics of public policy including tax, welfare, inequality and poverty, pensions, education, climate change and public finances. He is the author of major books on pensions, tax and inequality and is a regular contributor to news and current affairs programmes across the UK broadcast media.

As well as a previous spell at the IFS in the 1990s (including a period as deputy director) Paul has been chief economist at the Department for Education and director of public spending in HM Treasury. At the Treasury his responsibilities included public sector pay and pensions and climate change policy. In the latter role he worked closely with Nicholas Stern on his review of the economics of climate change. Other positions include a period as head of economics at the Financial Service Authority and as a senior associate with Frontier Economics.

Paul was also deputy head of the Government Economic Service. He served on the council of the Economic and Social Research Council and was elected to the council of the Royal Economic Society. He was a founder council member of the Pensions Policy Institute and has led a review into the policy of pensions auto-enrolment.

Other roles and bodies Paul has been involved in include the council of the Family and Parenting Institute, the Pension Provision Group, the Commission on taxation and citizenship, the Youth Justice Commission and the Commission on Living Standards.



14:10 - 14:15


Regulatory Update: Addressing Existing and Upcoming Regulation to Ensure Your Preparedness

10:50 - 11:20

This year’s events have challenged insurance and brokers like no other. The legislative and regulatory environment, already a major concern for insurance brokers, has radically changed to adapt to the pandemic’s impact, more frequent violent weather patterns, Brexit and more.  With so much disruption impacting the insurance industry in 2020, the regulator has been asked more than ever, to offer guidance and support to brokers.  To ensure that the customers best interests are secured in a fair and respectful manner, insurers are being asked to adapt and adjust.

  • Where do brokers now stand in the aftermath of the business interruption High Court case?
  • What can the broking community expect over the next year? 
  • How can your organisation plan for regulatory changes coming your way?
  • Ensure that your firm can combine regulation and company compliance with a strong customer offering
  • Brexit – preparing for life after December, what steps do I need to take?



14:10 - 14:15



Technology and Digital Innovation Zone

The “Zoom Revolution” – A New Way of Conducting Business

11:30 - 12:10

  • What technology lessons have been learnt by brokers since the UK lockdown?
  • How has technology changed the way brokers work as a team?
  • Did any unforeseen issues and problems emerge as a result of the move to digital, remote working practice?
  • What new solutions and technologies will be employed by brokers in the future to enhance their operation? 
  • What temporary fixes to address the chaos could become permanent?
Alistair Fraser


Marsh Corporate

Alistair is Chief Executive Officer for Marsh’s UK Corporate business, which provides risk management advice, insurance brokerage and claims advocacy services to mid-size and large organisations through its network of UK offices.  

In this role Alistair is responsible for over 650 colleagues across the UK driving strategy, execution and overall growth of Marsh’s Corporate business. 

He is also a member of Marsh’s UK Executive Committee and is a main Board Director of Marsh Limited.

Alistair has over 23 years of experience in the insurance industry. He began his career in 1995 working as an underwriter in the London insurance market and has spent the last 19 years in insurance broking.

Alistair joined Marsh 12 years ago and has held a number of leadership roles including Regional Director for Southern Region in the UK, and he spent five years as Head of Sales for Asia based in Singapore. Before his current position, he most recently spent two years as Chief Executive Officer & President Director for Marsh Indonesia and Chief Corporate Officer, MMC Indonesia located in Jakarta.

Alistair holds a BA(Hons) Financial Services from UWE, Bristol, and is CII qualified

Brokers and Automation – How Applicable are AI and ML Solutions to Your Business?

12:15 - 13:00

  • Where has AI and robotic technology bought insurance brokers success and what other applications can it be applied to? 
  • Is it being used industry-wide to its full potential?
  • Fully understanding the full capabilities of AI technology
  • Maintaining strong customer connections as you implement an automated tech solution


Best in Business Zone

New Product Avenues – Potential in New Offerings

11:30 - 12:10

  • What new products must be considered as we move through 2020 and into a ‘new normal’?
  • Unwrapping the intricacies of complex insurance products (cyber, terrorism, hospitality etc.) insurance – how do we get a better understanding of complex risk?
  • Developing new products to meet changing market needs best practice
  • A look at niche products – how do you ensure your customer is purchasing the right (and best) cover?
Richard Hodson

Insurance Broker, Cyber Insurance Proponent, Director

UK Global Broking Group Ltd

Whilst I am a third-generation Insurance Broker, with a passion for my clients and the industry. However, I nearly became a game ranger.

Whist training in South Africa I once fell into a pride of lions to save a dog, but that's a story for another day....

My first job in insurance was sitting behind a desk in Stanningly near Leeds dealing with customers who would walk in to arrange their home and motor insurance I have enjoyed dealing with people and helping them find a solution for their insurance needs.

In the last 15 years I have been immersed in a great number of different areas the insurance industry has to offer in the UK and around the world. I have dealt with individuals protecting their most precious assets to large corporations with complex insurance programmes. I have worked around the UK, dealt with London Insurers and worked for 5 years in Australia where I headed up the Aerospace division of an international brokerage. Most recently I have been specialising in Cyber and the risks posed by the increased use of technology in our everyday lives.

I am now involved in a company where passion for clients and excellence in approach are the maxims that we work by.

In my spare time I still try and enjoy playing the odd game of rugby or cricket and avoid putting my head in the lion's jaws. 

Reaching Out and Retaining Your Customers

12:15 - 13:00

  • Building a conversation with clients and understanding their needs and when they need support
  • How do I build in a proper retention programme to keep clients happy?
  • Offers rewards and perks to loyal customers


Broker Market Zone

Revising Your Business After a Tumultuous Year

11:30 - 12:10

  • Review of the crisis -what lessons were learnt? 
  • Where is the opportunity for growth and revenue now after a year of volatility?
  • The revised expectations of next year and the remainder of the decade
  • What can brokers do better for the next major event?
  • How has the broker-insurer relationship been changed as a result of the pandemic?
Simon Mabb

Group Managing Director

Romero Insurance

Simon is the Group Managing Director of The Romero Group a leading regional UK independent insurance broking group which includes Romero Insurance Brokers, Club Insure, NDML, JSV Events and Booking Protect with group commission income of circa £14.5m.  Simon has over 25 years experience in the commercial insurance business and working with Founder and Group CEO Justin Romero-Trigo has led the development of The Romero Group to be one of the fastest organic growing and multi award winning group of companies in the UK.  Simon has spoken all over the world about developing exceptional customer service propositions and the use of customer testimonials and reviews to boost customer confidence.  Having previously worked for AXA Insurance UK in various senior management roles around the UK regions. 

Ashwin Mistry OBE

Executive Chairman

Brokerbility Holdings and BHIB Insurance Brokers

Born in East Africa and arrived in this country at the age of 7 happily married to Mina with 2 children. I have over 40 years experience in general insurance and broking, starting my career at Guardian Royal Exchange at 17 and first becoming a Director at Brett and Randall in 1983.

Following B&R’s organic success, I helped establish Brokerbility Ltd in 2006. The broking group is now a major independent group in the UK, trading as Brokerbility Holdings Insurance Brokers Ltd (BHIB).

After leading the Management buy out in November 2009 I assumed the position of Chairman for the group whilst maintaining a book of clients for BHIB Ltd, as well as my responsibilities to the Brokerbility Holdings. 

The Hardening Broker Market

12:15 - 13:00

  • Is the market hardening a result of internal challenges or down to external?
  • The opportunities in a hard market
  • Experiences and lessons to be taken from the previous market change
  • Pricing and selling in a new business and risk environment
  • What does this mean for firms of different sizes, and what will the next phase of the cycle be? 
Mark Bower-Dyke

CVO and Founder

Be Wiser

With over 40 years of experience in the insurance industry, Mark has been a jack of all trades, a Lloyds Underwriter, Lloyds Broker, general Insurance Broker, the list is endless.

Mark has been the entrepreneur setting up and selling a number of highly successful insurance businesses and is the founder of Be Wiser Insurance, the leading independent insurance brand.

Julia Graham

Technical Director




13:00 - 13:30


Midday Keynote Address: New Strategy and New Approach for a New Business World – Rebuilding for a Better Future

13:30 - 14:10

  • What must c-suite brokers consider when expanding their business in the ‘age of COVID-19’?
  • Making new business, persevering through challenges and see your company through tough challenges
  • The opportunities to be had from utilising new technology and collaborating with new partners
  • Beyond digitalisation – what must innovative business leaders take into account as their companies grow?
Rachel Bridge

Author and the former Enterprise Editor of The Sunday Times

Rachel Bridge is an author and the former Enterprise Editor of The Sunday Times, where she interviewed hundreds of successful entrepreneurs for her How I Made It column. She also examined key issues for SMEs in the paper's Small Business and Startup pages.

Rachel started out at the Investors Chronicle and the London Evening Standard as a business reporter. Moving to The Times she became Australia correspondent and then France correspondent, before moving back to business for the Mail on Sunday, The Sunday Times and then The Telegraph.

Rachel has written numerous books, including Already Brilliant: Play to Your Strength in Work and Life which shares insights on building the career that you want and setting yourself the right goals. As a seasoned performer, Rachel turned one of her books, How To Make a Million Before Lunch, into a one-woman show at the Edinburgh Fringe. The audience were taken on a whistle-stop tour of what the world’s most successful people were doing between 5am and 1pm. Her second show Ambition, a humorous take on achieving goals, was also taken to the Fringe a few years later.

In speeches, Rachel focuses on everything - the pitfalls, mistakes, challenges, rewards and lessons experienced by every entrepreneur. She looks at the different requirements that make a company successful, whether it’s fostering ‘intrapreneurship’ in a large organisation or creating effective structures for a small new business.



14:10 - 14:15



Technology and Digital Innovation Zone

Creating a Faster, More Agile Connection With Your Customer Using Digital Solutions

14:15 - 14:45

  • Building a quicker connection to the customer with digital options
  • Retaining the human approach - blending technology with a personal approach to customer interaction
  • Increasing the digital touch points for your customer

14:10 - 14:15

When to Upgrade and When to Update? The Trouble of Legacy Systems

14:50 - 15:20

  • Upgrade or buy new? Deciding on what to do with your old systems
  • Maximising your old technology to get the most out of old assets
  • Conducting the move from old systems to new – what are the pitfalls to avoid?


Best in Business Zone

Agents of Change: Inclusion and Diversity in the Insurance Workforce

14:15 - 14:45

  • How does the insurance industry shift the perception of our industry to a more inclusive and diverse workplace?
  • What can individual businesses do to build a more diverse workforce?
  • A look at the risk of failing on D&I in the industry, and what it could mean long-term to businesses if strong action is not taken
Yvonne Smyth

Group Head of Diversity and Inclusion

Hays Recruitment

Yvonne is the Group Head of Diversity and Inclusion for Hays plc, with over 23 years professional recruitment experience.

Yvonne spearheads Hays’ commitment to being recruiting experts by ensuring that our major recruitment linked activities and insights are designed to positively promote and create more diverse workforces and inclusive workplace cultures. Working directly with customers, in partnership with subject matter experts, community groups, and through colleagues, Yvonne has been responsible for creating and curating a suite of resources designed to inform, support and enable our customers to progress their D&I linked commitments and navigate their careers.

Yvonne is the national specialism director for Hays Human Resources, the largest HR specialist recruiter in the UK. She is responsible for the HR national strategy within this high growth and pivotal specialism consisting of over 70 consultants across 45 locations. Yvonne is also the national specialism director for Hays Legal and Hays Company Secretarial, a team of over 35 experts across 7 locations.

Recently Yvonne was featured in the SIA 2019 Global Power 150 Women in Staffing list, which recognises the female leaders and influencers in the global market space. Prior to joining Hays, Yvonne initially trained and qualified as a litigation lawyer with international law firm Norton Rose Fulbright.

Gareth Mutema

Senior Account Handler

Churchill Insurance Consultants Ltd.

Why are you involved in iCAN?: I am involved in iCAN to help tackle the lack of representation of leaders from culturally diverse backgrounds, lack of multicultural specific Employee Resource Groups (ERG’s) and lack of role models from a multicultural background. Also to work with mentors and interract with like minded individuals who see the benefit of a diverse and inclusive industry.


14:10 - 14:15

Business Growth and Expansion Planning Considerations Post-Coronavirus

14:50 - 15:20

  • Pinpointing market potential and how to exploit
  • Assessing a new risk – what has changed when approaching business expansion as a result of COVID-19?
  • Preparing for expansion and ensuring a smooth transition into new markets
  • International expansion in the Brexit era


Broker Market Zone

Strength in (fewer) Numbers – Consolidation of the Broker Market and What it Means for all Business

14:15 - 14:45

  • What is the insurance broker market likely to look like over the next decade?
  • Will there be increasing challenges for small-to-medium firms to expand and grow?
  • What impact with start-ups and digital insurtechs have on the market?
  • Could customers and clients suffer by a continued consolidation of the market?
Tom Bartleet


Erskine Murray

Tom is the CEO and owner of Erskine Murray Insurance Brokers.  Erskine Murray’s foundations were laid around 40 years ago and now has 3 offices and coverage across England specialising in Business insurance, High Net Worth, and Employee Benefits.  Erskine Murray control around £30m of premium and have more than 70 staff. 

Prior to acquiring his own broker, Tom spent 20 years at Willis.  His roles included broking large international property clients in the London market and leading Willis’ global terrorism business.  He was the CEO of their US wholesale division in London and Bermuda, leading placement in the USA with a 2 year secondment to NY, returning to lead the SME segment globally.  His final role was to lead placement for the International division controlling £7.5bn of premium.

Tom was educated at Haileybury College and the University of Manchester where he graduated with a 2.1 in Economics.  Married with 3 teenage boys he is a keen skier and dog walker and sports enthusiast with his children.  Unusually he enjoys insurance and is a big fan of technology at home and in the office.


14:10 - 14:15

Overcome the Skills Gap in Insurance and Preparing for the Future Insurance Workforce

14:50 - 15:20

  • How has the role of the broker changed over the decades? 
  • How will the brokers of tomorrow operate?
  • Attracting Generation Y to the insurance industry – recruitment and appealing to new employees
  • What advice can be handed down to the broker of tomorrow?
Lee Elgie

Operations Director


Lee Elgie joined Erimus Insurance Brokers on the 1st January 2020 in a specifically created role as Operations Director and his mandate is to take full responsibility for all aspects of the business, including Broking, Technical & Compliance, Finance, Claims, Sales and Marketing and to report directly to the Main Board.

Lee is ACII qualified and has worked in the Insurance Industry for almost 20 years. Experience gained includes overall responsibility for a Group of Businesses Compliance and Operations functions, management of teams and servicing of large UK/Global insurance programmes.

Erimus Bio

Erimus are one of the largest independent insurance brokers headquartered in North East England. We are also a top 100 UK independent insurance broker, specialising in the arrangement of business insurance. We have grown our business on Teesside since 1986 and our ethos of providing competitive premiums and great service ensures that the business continues to expand.

Our client base ranges from owner managed SMEs to £200m + turnover companies. We endeavour to work with our clients creating high level, service driven, long term relationships.



14:10 - 14:15


Closing Keynote Address: Creating an Adaptive Business Culture; Leadership and Management During a Crisis

15:30 - 16:00

Round of the day from our keynote, headline speaker!  Our final guest speaker, will offer her expert advice and guidance when your organisation is hit by a crisis.  2020 has been the year of perhaps one of the biggest crisis in a generation, so how can you implement a culture of positive reaction and agility?  What must business leaders do to maintain team cohesion and ensure the safety and security of their staff? What management techniques are best to implement when moving through a troubling time? 

Listen to the best expert in the business, and make sure your organisation is ready for the next major disruption.

Very Special Guest

To be revealed on the day!


Expo Closing Comments

16:00 - 16:15