Event information 4
Our guest speakers 7
Our team 9
The Grove, Chandler’s Cross, Hertfordshire, WD3 4TG
Set in 300 acres of stunning Hertfordshire countryside,
the Grove is the ultimate five star retreat. Lovingly
restored, the former home of the Earls of Clarendon is
situated just 18 miles from London.
Home to an award winning spa, championship golf course,
state-of-the-art fitness studio and mouth-watering
restaurants, there are plenty of spaces for you to relax
and reflect on the day.
With the first house built during the reign of Queen
Elizabeth the first, the Grove is steeped in history. In 1753
the Grove became the home of the Earls of Clarendon and
since then the hotel has seen numerous renovations – we
challenge you to see if you can spot the brick inscribed
1779. However, many original features remain within the
grounds, from the ice house under the golf course, to
the hidden stairways used by servants. As well as the
black walnut tree that was given to the Earl of Clarendon
by Captain Cook. In the 1800s, with the fourth Earl of
Clarendon holding many titles including Secretary of State
for Foreign Affairs and the Lord Privy Seal, notable guests
at the Grove included Queen Victoria and many other
British aristocrats. More recently guests have included
world leaders at the 2009 G20 Summit including Barak
Obama and Angela Merkel. As well as Tiger Woods who
won the World Golf Championships at the Grove in 2006.
12pm, Thursday 26 September 2019
Please note check-in is at 3pm, so for your ease we have
arranged to take your luggage on arrival and this will be put
in your room during the afternoon sessions. Your key will be
available at a small check-in desk outside our meeting room at
the afternoon refreshment break.
Dress Code for the day
Dress code for dinner
Why not use the time between our last session and dinner
to explore the hotel and use some of the amenities on offer.
Home to an award winning spa, championship golf course and
state-of-the-art-fitness studio, there are plenty of spaces for
you to relax and reflect on the day.
Time Topic Content
12:30-13:00 Lunch Networking opportunity.
13:00-13:10 Welcome Sharron McLennan
Welcome and overview of the two days.
13:10-13:35 Standard Life – One
year into our journey
13:35-14:00 Proposition update Jenny Holt & Craig Monahan
A look back at the last 12 months for Standard Life and our progress so far.
Overview of recent enhancements and upcoming innovations to our proposition.
Insight to areas of future development including medium and long term strategy.
14:00-15:15 Client analytics Craig Monahan & Craig Brodie
Understanding member engagement can help you benchmark and tailor your plans,
including communications, to help meet your scheme objectives.
15:15-15:30 Break Networking opportunity.
15:30-16:30 Science drives
16:30-16:35 Summary and close Sharron McLennan
Overview and evening timings.
Gillian McLaughin & Jez Groom
Adopting a scientific approach can make every interaction count with both your
customers and colleagues, helping to support them make key decisions.
Time Topic Content
09:30-09:45 Welcome and recap
of day 1
10:30-11:30 The political
Welcome to day 2.
Dr David Hare
Introduction from the Chairman, an overview of his extended role and the focus
of the new combined IGC. There will also be an opportunity for a question and
answer session at the end on the presentation.
Steven Hill and Philip Collins
• Political parties
• What does it all mean for the business community?
11:30-11:45 Break Networking opportunity
11:45-12:15 TUI case study Nick Dunk, Group Pensions Manager
• TUI values and strategy
12:15-12:30 Summary and close Gail Izat
• TUI Pensions journey, working in partnership with SLAL
• Financial wellness/employee wellness
Overview and key messages.
12:30 Lunch Networking opportunity.
Our guest speakers
Nick is an experienced in-house pensions and benefits
manager used to managing relationships with multiple
advisers, providers and stakeholders. Nick has been Group
Pensions Manager at TUI since 2008. His role has focussed
on strategic pension and risk benefit issues from a sponsor
perspective, with substantial project involvement to
develop and implement business improvement and change.
Between 2001 and 2008, Nick was pensions manager
and secretary to the Trustees at First Choice Holidays. In
2006, First Choice was named “DC Scheme of the Year”
by Professional Pensions. Before joining First Choice,
Nick was Group Pensions and Insurance Manager at Saur
UK, which had interests in water supply, local authority
services and facilities management.
Jez has been practising behavioural economics for nearly
10 years working with some of the biggest organisations
and business across the world including Amazon, Sky,
Tesco, Sainsbury’s, Morgan Sindall, Aegon, Fidelity, Quilter
and Standard Life. His passion and energy is focussed
on the practical application of behavioural economics in
business and helping companies build capability within
their organisation. He regularly speaks at industry events
such as the Behavioural Economics Summit 2.0 and
Nudgestock. Prior to starting Cowry, Jez was the co-founder
of Ogilvy Change and Engine Decisions.
Dr David Hare
David Hare has over 30 years of experience in the UK
insurance industry. He qualified as an actuary in 1988
and has held various actuarial, marketing and financial
risk management roles in a number of life insurers,
including 5 years as Chief Actuary, UK and Europe at
Standard Life. From 2012 to 2017, he was a partner at
Deloitte, specialising in actuarial audit and review work,
including providing Independent Expert reports to the
Court on the policyholder impact of five different intercompany
transfers of insurance business. Having retired
from Deloitte, he now holds a number of non-executive
roles with UK insurance companies. David was President
of the Institute and Faculty of Actuaries (IFoA) from June
2013 until June 2014. Prior to becoming the President-
Elect of the IFoA in June 2012, he was a non-executive
member of the then Board of Actuarial Standards of the
Financial Reporting Council (from January 2010). He was
a member of the Independent Project Board that oversaw
the ABI’s audit of the legacy pension schemes identified
by the OFT as being at risk of being poor value for money,
whose December 2014 report included a number of
recommendations for IGCs to follow.
The Times and
at The Draft
Philip Collins is a columnist on the Times and the writer-inchief
at the rhetoric and writing bureau, the Draft. He was
until 2007 the chief speech writer to the Prime Minister
Tony Blair and has also had spells running a think tank,
in investment banking and as a university tutor. He is
the author of When They Go Low, We Go High on political
speeches and of Start Again, a book on British politics.
Head of Relationship
Sharron is Head of Relationship Management and has
responsibility for the relationships between Standard
Life and our most valuable Group Pension Schemes. The
relationship management function consists of two teams
which are focussed on broadening and deepening client
relationships through face to face Client Relationship
and Telephony Relationship management. Sharron has
worked for Standard Life since 2000 and has had a
number of positions prior to her appointment as Head of
Relationship Management in April 2015. Previously she
worked for Lloyds Bank for 10 years where she held the
position of Deputy Registrar.
Gail joined Standard Life in June 2010 and has fulfilled a
number of roles across the company. Most recently she
was the CEO of Standard Life Germany and Austria. In
January Gail was appointed as the Workplace Pensions
Director for Standard Life Assurance (part of the Phoenix
Group). Gail has gained extensive senior leadership
experience across a range of industries. She started
her career with Exxon, holding various roles including
IT, Customer Operations and Marketing. Following that
she moved to William Baird plc as a Programme Manager
leading a transformation programme implementing
warehouse, distribution, and retail systems. Prior to
joining Standard Life, Gail spent 10 years working for
Convergys, a leading billing and customer care provider.
Her roles were predominantly in client relationship
management. In her final role she was responsible for
managing all Convergys clients in Europe.
Head of Strategy,
Head of Customer
Jenny has worked for Standard Life for 14 years across
a number of roles. A qualified actuary, she started her
career doing more traditional roles in Finance before
moving on to work on large projects with a wider business
focus. Since 2009, she has worked in proposition roles,
leading the Investment Solutions team for 5 years before
taking on broader responsibility for the Customer and
Workplace channels which has ultimately led to her
current role as Proposition Director for the Phoenix Group
Gillian McLaughlin is Head of Customer Management
and Operational Experience at Standard Life. Gillian has
worked for Standard Life for over 17 years – having held a
variety of roles across Marketing and Operations. Gillian
is passionate about delivering exceptional experiences
for customers based on real-time insights and data.
Gillian and her team have been working with Cowry
the Behavioural Economics Experts for the past year
transforming customer interactions across our touchpoints
and improving commercial metrics alongside
satisfaction metrics for customers and colleagues alike.
Craig has worked at Standard Life since 2013, with
experience in a number of roles across Proposition
before his current appointment as Workplace Proposition
Strategy Lead. In his current role, he and his team are
responsible for setting the strategy for the development
of the workplace proposition. Craig has over 10 years’
experience in Financial Services having previously
worked for AXA, Tesco Bank and Abbey National prior to
joining Standard Life. As well as working in Proposition,
Craig has worked in a number of different functions
including Marketing, Distribution, Commercial Innovation
and Strategy. He has also worked in a variety of markets
including General Insurance, Retail Banking & Mortgages,
Platform & Investments, as well as Workplace Pensions.
Outside of work Craig enjoys football, table tennis and
chasing after two young girls.
Craig joined the Workplace Proposition team in June this
year, after gaining experience of the Workplace market
from his previous role within the company where he
was responsible for analysing and modelling our client
contributions. He has been with Standard Life since 2015.
A qualified accountant, Craig gained plenty of experience
prior to his time at Standard Life working in both technical
and commercial Finance roles, primarily within the FMVG
sector at companies such as Pizza Hut and AB InBev.
As Head of Public Affairs, Steven is responsible for
managing Phoenix’s relationships with politicians
and civil servants, along with wider opinion formers
including trade bodies. Steven joined Standard Life in
2010 and has held a number of positions within public
affairs, focusing in particular on long-term savings policy
developments in the UK. He was appointed as Head of
Public Affairs for the Standard Life business in December
2017 and transferred across to Phoenix in September
last year. Prior to Standard Life, Steven gained valuable
civil service experience when he served as an economic
adviser to the Premier of Victoria in Melbourne, Australia.
Before that he worked in the public policy unit at Halifax
Bank of Scotland, following three years at the British
Chamber of Commerce where he was the lead policy
adviser on a range of issues including pensions. Steven
read history and politics at Newcastle University and
after graduating he joined the Department for Work
and Pensions where he worked on a number of projects
including the introduction of Pension Credit.
Arrival buffet lunch
Mediterranean Platter which includes the following:
An assiette of fresh cut sandwiches including: Wiltshire honey roasted ham with ripe tomato on multigrain
bread, Mature cheddar cheese and pickle on wholemeal bread Scottish roast beef with watercress and
horseradish on tomato bread and Free range egg mayonnaise with shiso cresson caraway bread
Bresola, smoked duck, smoked chicken, selection of olives, cornichons, torn mozzarella
with vine ripe tomato and basil
Mixed green leaf salad
Chocolate tart and crème fraiche
Tea and coffee
Umami Roast chicken presse with confit yolk puree, pickled onions, Jerusalem artichoke
and pickled mustard seeds dressing
Vegetarian option: Presse of purple carrots with balsamic glaze, radish, orange carrot puree,
heritage carrots, pastry wafer and lemon thyme
Beef brisket, leek stilton and potato terrine with roscoff onion, brisket tatin, soubise puree and grelot onion
Vegetarian option: Caramelised shallots & wild garlic puree with baby vegetables, radish, roast onion,
leek roundels, fennel top, chervil and chive oil, garnished with a brick paste with onion seeds & herbs
Iced lemon parfait, lemon curd, shortbread crumb, basil granite and meringue pieces
Buffet lunch – day 2
British Platter which includes the following:
An assiette of fresh cut sandwiches including: Wiltshire honey roasted ham with ripe tomato on
multigrain bread, corn-fed chicken with wholegrain mustard mayonnaise on basil bread, Free
range egg mayonnaise with shiso cresson caraway bread and Loch Fyne smoked salmon and
cream cheese bagel
Pork pie, smoked mackerel, savoury cheese flan, Branston pickles and pickled quail eggs,
dill cucumbers and piccalilli
The Grove’s seasonal salad
The Grove’s fish pie
Almond tart and sauce Anglaise
Tea and coffee