Thomson Reuters Accelus

Annette Jermany, Solvency II Reporting Executive, Henderson Global Investors
Annette Jermany is currently working at Henderson Global Investors as a Solvency II Reporting Executive. She has set up the SII reporting templates in conjunction with IT and SII Reporting Request forms and procedural documentation. She currently provides SII Tripartite Templates/reports to clients, Intermediate Distributors/Competitors on a monthly or quarterly basis. Annette is the go to person for all SII reporting related queries or requests. Her previous work roles included Solvency II and SIMR PMO for AXA UK where she supported the AXA Group with their Solvency II requirements and coordinated and delivered key aspects of the project. .

Gideon Benari, Editor, Solvency II Wire 
Gideon Benari is the editor and owner of Solvency II Wire, a leading independent source of news and insight about Solvency II. He is well connected to the EU legislative body and the industry, and has been closely following Solvency II since 2011. Gideon holds an Investment Management Certificate (IMC) from CFAUK, a Masters in Anthropology from the University of East London and is a qualified technical writer (ISTC). Before setting up the site he was a press officer for a number of organisations and prior to that worked as a freelance video editor for over twenty years for major broadcasters in the UK.

Kate Armitage, SII Programme Manager, Invesco Ltd. 
Principal Project Manager, Invesco Kate Armitage has over 25 years data management experience gained in a range of international organisations in both the public and private sectors. Kate has experience of SII both from the perspective of ensuring a life company’s compliance with the regulation and of meeting insurer’s asset data needs under SII.

Susan Wright, Senior Regulatory Advisor, Investment Association
Susan is a Senior Regulatory Advisor at the Investment Management Association (IMA), the trade associaton of UK´s £ 4.5 trillion investment management industry. Susan specialises in Client Money and Asset (CASS), COBS, SYSC and related governance and prudential issues. Prior to joining the IMA, Susan held the position of Head of Regulatory Management at an asset management company after a career in the Public Sector. Susan is a Chartered Member of the Securities Institute and acts as an External Specialist at CISI. 

MODERATOR: Andy Adams, Global Head of Financial Regulatory Solutions, Thomson Reuters 
Andy Adams is Head of Financial Regulatory Solutions EMEA for Pricing and Reference Services at Thomson Reuters. After working in education, he spent several years at State Street in Mutual Fund Accounting before joining Thomson Reuters. At Thomson Reuters, he has held a wide variety of front-line positions including Client Trainer, Account Manager, Sales Manager, Global Business Director, and Business Manager (Luxembourg). He is a member of the Media and Technology of the British Chamber of Commerce in Luxembourg and speaks French, German and Luxembourgish fluently.  

Tuesday, May 24, 2016 - 3:00 PM BST, 4:00 PM CEST & 10:00 AM EDT

Expert Panelists:

The January 1st deadline has come and gone, reporting is underway, nations have transposed the directive and some insurers continue in the race to find a solution. 

This is a frank, open and interactive webinar that aims to provide the delegate with insight into: 

  • How are the Insurance and Asset Management sectors reacting and what is the true level of compliance?
  • Update on the changes that have taken place via EIOPA and how implementation is really proceeding.
  • When are regulatory reviews likely to commence and what enforcement actions are expected? 
  • What is Fund Look Through data and why should you care?
  • Analysis of the latest statistics from Thomson Reuters Solvency II Diagnostic Tool and what it tells us 
  • Outline of current best practice in implementing a solution and more importantly making sure its fit for purpose!