2020 Market Briefings and Events

Chartered status for Managing General Agents

Date:  Monday 2 March 2020
Time:  12:30 networking lunch; session runs from 13:00 to 14:00
Location:  Old Library, Lloyd's, One Lime Street, London, EC3M 7HA


The MGAA and the CII are delighted to invite you to the launch of the new professional designation for Managing General Agents: Chartered Insurance Underwriting Agents. 

The new title is available for both individuals and firms who meet the criteria, and sets the standard for professionalism in the sector.

In this short lunchtime event you will hear:
Melissa Collett, Professional Standards Director, CII
Peter Staddon, Managing Director, MGAA
Steve Jenkins, Development Director, CII
Melissa will speak about the Chartered ethos and the sector’s professional journey, with Peter giving his views on the MGAA’s vision for the sector.  The benefits and criteria for achieving Corporate Chartered Status will be outlined by Steve, followed by a Q&A.


Please note, due to strict security at Lloyd’s attendance will only be possible if you have registered via this link.  Please also note that Photo ID will be needed.

Improving customer experience and operational efficiency with personalisation at scale
Speaker:  Adrian Blidarus , Founder and CEO Softelligence
Date: Thursday 12 March 2020
Time: 12:30 networking lunch; session runs from 13:00 - 14:30

Location:  ACORD Auditorium, 8th floor 1 Minster Court, Mincing Lane, London, EC3R 7AA

Organisations today are under market pressure to deliver tailored recommendations, offers, and experiences, across all channels and devices, along the entire customer journey. With the focus on digital platforms, people and culture, what is the best way to optimise operational efficicency while delivering a superior customer experience?

Learning Objectives
Join our Market Briefing to discover how to:
•    establish the benefits of personalisation at scale beyond the hype;
•    what are the prerequisites of deploying true personalisation across an MGA
•    approach for implementation

Assessing value in the distribution chain:  a workshop for product manufacturers
Speakers:  Norman Hughes and David Allison - Compliance Management Services
Date: Monday 23 March 2020
Time: 10:00 - 11:30
Venue:  ACORD Auditorium, 8th floor 1 Minster Court, Mincing Lane, London, EC3R 7AA
What does the FCA mean by "value"?  Which Handbook rules are engaged?  What factors will potentially erode product value?  These are just some of the questions Norman Hughes and David Allison from CMS will consider. 

Learning Objectives:
By the end of the workshop, delegates should have a clearer understanding of the FCA's expectations on the value that insurance products should deliver for customers. They should also be equipped to apply the regulator's finalised 2019 guidance to products which their own firms manufacture, in a proportionate and pragmatic manner.


Driving Performance; The Importance of Health & Wellbeing in the Workplace
Speakers:  Ian Sutcliffe , Director, Valentis Advisory and Harry Bliss , Director, Champion Health
Date:  Monday 23 March 2020
Time:  12:30 networking lunch; session runs 13:00 - 14:00
Location:  Old Library, Lloyd's, One Lime Street, London, EC3M 7HA
Ian Sutcliffe and Harry Bliss will discuss the mental health and wellbeing challenge facing the insurance workplace.  They will help you understand the cost of poor health and workplace performance; and identify the health risks to your business.  They will also look at how you can implement a strategy to support your people and optimise productivity.

Learning Objectives
- Delegates will better understand the impact and cost of mental health to the UK in general and how this translates to the General Insurance Sector.
- Delegates will be able to outline the cost of poor health in general, and its impact on workplace performance.
- Delegates will have and understanding of the tools and techniques available to help identify health risks affecting the individual and overall performance within their business.
- Delegates will be able to outline the critical elements to consider in creating and implementing a workplace health strategy that supports their people and underpins optimal performance.


Coverholder Surgery
Date: Tuesday 31 March 2020
Time: 12:30 to 14:30 including a networking lunch
Location: ACORD Auditorium, 8th Floor 1 Minster Court, Mincing Lane, London, EC3R 7AA

The MGAA and Alesco Delegated Authority are delighted to invite you to join them for a Coverholder Surgery – an opportunity to speak privately with market experts on all matters delegated authority over a sandwich lunch. Do you need help with capacity, products, data, claims or compliance? If the answer is yes, please register below for the opportunity to meet our specialists on a one-to-one basis to discuss any questions you might have with them.

If you would like to submit a question to our specialists prior to the event, please click here.


:  Marco Del Carlo
Speakers: Chris Croft – LIIBA; Helen Dalziel – IUA, Jack Knapen – LIC
Date: Friday 3 April 2020
Time: 10:00 - 11:30
Venue:  ACORD Auditorium, 8th floor 1 Minster Court, Mincing Lane, London, EC3R 7AA

Summary of session
Brexit became a reality on the 12th December 2019 and as such we must now resolve the issue of access to EU markets.
Lloyd’s recently set out their position regarding MGA coverholder but according to recent analysis 36% of coverholders either have not yet started or have yet to complete their arrangements to accommodate EU business
Chris Croft will outline the brokers position of which 85% are already prepared with a further 10% on their way to completing their readiness
Helen Dalziel will advise where the non-Lloyd’s market are
We have asked the regulator who have declined our invitation

The FCA Business Plan - A Compliant MGA Perspective
Speaker:  Kenneth Underhill , Director
Date: Wednesday 29 April 2020
Time:  Networking lunch from 12:30 to 13:00.  Session runs from 13:00 to 14:00
Venue:  Old Library, Lloyd's, One Lime Street, London, EC3M 7HA
Every year, the FCA release their annual business plan in early April. It sets the scene for the regulatory road map for MGAs for the year to come and often beyond that. Previous plans have signalled the onset of regulatory changes including the Insurance Distribution Directive, Senior Managers & Certification Regime and the reviews into pricing and vulnerable customers amongst many other changes. Hidden within the 2018/9 and 2019/20 plans have also been the initial signals on value measures, vulnerable customers and culture, none of which appear yet to be at the end of the diagnostic cycle Kenneth Underhill will look at the 2020/1 FCA Business Plan and consider what the reality means for MGAA members, using previous plans and outcomes as examples.

Learning Objectives:
Members will have a clear understanding of what the 2020/1 FCA Business Plan means for their firm and the actions they will need to take to begin planning within their Regulatory and Compliance teams and ensure their business is prepared for any likely actions, information requests and changes that are implemented.