This event is open to paid Forum members (Partners & Client-Side - FCA or PRA regulated)
We will be accepting arrivals from 09:00am, and the discussion will begin at 09:30am.
The UK has long been described as a nation of savers, rather than one of investors. Whilst this cautious, risk-averse mindset has seen Brits stash upwards of £614B in savings accounts, it has also dramatically increased the so-called investment gap.
As the government and the regulator push to create a stronger, investment-friendly culture, financial services brands face a series of critical challenges; how do you move consumers from holding cash to actively investing without undermining trust or confidence, and what role can marketing play in shifting deeply ingrained attitudes to risk, uncertainty and financial decision-making?
This session will explore how marketing, messaging and experience design can influence investment behaviour in a savings-led market. From the language used in campaigns and communications to the way brands frame risk, value and long-term outcomes, we will examine how marketers can help make investing feel more accessible, relevant and emotionally credible to a broader audience.
Chaired by:
Ian Henderson, Founder & Chair, AML Group
Endlessly fascinated by business, brands and human behaviour, Ian brings extensive experience to his role as creative director, strategist, writer and agency head. His varied interests also include bikes and boats, but they’ve both proven tricky to enjoy inside the agency – so far.
Speakers:
Carl Hazeley, Chairman & CEO, Finimize
Carl Hazeley is CEO of Finimize, the research partner for modern investors. He has created Finimize’s research and content capability from the ground up, hiring analysts from leading global institutions and pioneering a more accessible way to interpret markets for modern investors. As CEO, he recently led the company’s management buy-out.Prior to Finimize, Carl spent six years at Goldman Sachs as an equity research analyst, leading the European internet team, working on IPOs including Just Eat, and covering companies such as Zalando and ASOS.
Carl’s leadership is defined by his belief that access - whether to education, information or opportunity, fundamentally changes life outcomes.Growing up in a single-parent Hackney he saw this first-hand. This experience fuels his commitment to breaking down barriers to financial knowledge, giving everyday investors the tools and insights that were once reserved for industry ‘insiders’. Today, Carl is a regular voice in financial media, offering calm, expert analysis and opinion-led interpretation on retail investor behaviour, and how individuals can move from participation to long-term financial progression.
Kevin Mountford, Co-Founder, Raisin UK
Kevin Mountford is a Co-Founder of Raisin UK, with over 30 years experience in Financial Services working across a wide range of senior management & executive roles in business & retail banking, building society sector and most recently for the leading comparison website, moneysupermarket.com where he established himself as a recognised and respected industry spokesperson, promoting ms.com via the media including press, radio and TV. During his time working in the banking world he has been employed by a number of large UK brands including Bank of Scotland, Halifax and Birmingham Midshires. In 2012 Kevin founded Plan B Funding Ltd / PBF Solutions which was a tech marketing operation initially helping 'start-up' and 'challengers' to raise deposits across the digital market. In Sept 2017 PBF was acquired by Raisin GmbH, the largest global deposit aggregator with over €80bn AoP where Kevin now operates as Corporate Ambassador for the UK operation
Craig Lutkin, Senior Propositions Manager, Aviva
Craig Lutkin is a Senior Propositions Manager at Aviva, where he leads development of direct-to-consumer savings and investment propositions within Aviva as part of a strategic growth programme. With over two decades at Aviva, Craig has held senior roles across propositions, transformation, governance and risk bringing deep experience in delivering improved customer outcomes whilst working within regulatory frameworks. His work spans proposition design, digital journey enhancement, end-to-end product accountability combining execution with a direct line of sight into customer distribution.
Nicola Wright, Account Director, The Nursery
Nicola is the Account Director at The Nursery Research & Planning, where she leads key client relationships across brand tracking, segmentation and creative development programmes in the UK and internationally. She oversees end-to-end research projects, ensuring insight remains closely aligned to clients’ commercial objectives. Previously, she was UK Group Research & Insight Manager at Hiscox, setting the insight agenda across home and commercial markets and contributing to award-winning campaigns. Her work bridges strategy and creativity, helping brands translate robust research into effective communications and long-term brand growth.
Clare Francis, Savings & Investment Director - Wealth Management & Investments, Barclays
Clare Francis is Savings & Investments Director within Wealth Management & Investments at Barclays, where she leads strategy across savings and direct investing, with a particular focus on customer engagement, content and communication. A recognised personal finance expert and senior spokesperson, Clare combines deep investment knowledge with a strong media and communications background to help customers make more confident financial decisions.
09:00 – 09:30 Arrivals & Registrations
09:30 – 10:30 Panel Discussion with Kevin, Nicola, Craig & Kevin (chaired by Ian)
10:30 – 11:00 Fireside Chat/Interview with Clare Francis, Savings & Investments Director, Wealth Management & Investments, Barclays
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