Bank and Brand Distribution of Retail Financial Services XXIII Tuesday 24 April 2018, The Berkeley Hotel, Wilton Place, London, SW1X 7RL

Sponsors

Participant List

BANKS & BUILDING SOCIETY plc - Neil Costello, Head of Marketing - Martin Brown, Head of Strategy - UK Mortgages Cambridge Building Society - Andy Lucas, Chief Operating Officer Cambridge Building Society - Carole Charter, Head of Marketing ClearBank - Philip Ogilvie, Head of Business Development ClearBank - Sandy Sancaster, Head of Payments Coventry Building Society - Phil Boon, Head of Digital Cumberland Building Society - Alex Windle, Marketing Director - Becca Hanson, Senior Proposition Manager Foresters Friendly Society - Myles Edwards, Membership Director Gatehouse Bank - Nash Gill, Vice President - Product HSBC Bank Plc - Adam Potter, Head of Top Tier Wealth HSBC Bank Plc - John Osman, Wealth Transformation Manager Leeds Building Society - Alison Port, Director of Strategy - Andrea Melville, Open Banking Director Lloyds Banking Group - Mischa Lumiere, Head of Product Propositions Loughborough Building Society - Gary Brebner, Chief Executive Officer Marsden Building Society - Melissa Boland, Head of Marketing Marsden Building Society - Rob Pheasey, Chief Executive Melton Mowbray Building Society - Jonathan Farrington, Non Executive Director

This list is copyright of the Owen James Group and its contents must be kept confidential and may not be passed to any third party for any purpose Melton Mowbray Building Society - Nicola Alvarez, Director of Sales and Marketing Metro Bank PLC - Nabeel Irshad, Lead Product Manager – Commercial Partnerships Bank - SS Venkateswaran, Head of Lending, Unsecured Lending & Credit Risk Nationwide Building Society - Glen Ward, Head of Finance Business Partnering - Finance and Efficiency Nationwide Building Society - Ian Cheatle, Strategy Manager, Savings, Product & Propositions OneSavings Bank Plc - Will Davies, Head of Retail Proposition Principality Building Society - David Roberts, Head of Customer Propositions and Experience Redwood Banking - Kelvin Godhard, Head of Marketing & Customer Experience Royal - Ian English, Head of Mortgage Distribution - Rachel East, Regional Mortgage Director, Mortgage Distribution Plc - Ben Upson, Senior Savings Manager Shawbrook Bank - Jeremy Law, Managing Director, Residential Mortgages Shawbrook Bank - Paul Went, Products & Markets Director Skipton Building Society - Rebecca Allsop, Head of Customer Strategy & Planning - Megan Caywood, Chief Platform Officer Tandem Bank - Amelia Gini, Head of Savings Tandem Bank - Sven Schindele, Head of Banking Products Union Bank of India - Anand Kumar, Executive Director & Deputy CEO Virgin Money - Chris Flynn, Director of Commercial Business Control Yorkshire Building Society - Michael Ratcliffe, Head of Partnership Development

BRANDS Age UK - Adam Feder, Corporate Partnerships Manager Alipay - Tao Tao, Director of Business Development, Alipay EMEA AllClear Insurance Services - Chris Rolland, Chief Executive Officer Alzheimer's Society - Chris Colby, Head of New Partnerships Bizfitech - Olly Betts, Co-Founder & CEO Bud - Alan Walsh, Head of Partnerships Compare the Market.com - Vicki Barnes, Partnerships Manager Confused.com - Tom Lewis, Senior Commercial Manager Daily Mail Group - MEDIA - Sam Lane, Partnerships and Affiliate Director, This is Money Facebook - Russell Pert, Industry Head, Financial Services Google UK Ltd - David Black, Country Sales Director Immediate Media Co. - Lisa Sutcliffe, Business Development Manager Lending Works - William Rist, Partnerships

This list is copyright of the Owen James Group and its contents must be kept confidential and may not be passed to any third party for any purpose Make it Cheaper - Adam Aimable, Business Development Manager Make it Cheaper - Henry Newby, Director of Partnerships Manchester United Football Club - Hollie Avil, Relationship Manager Manchester United Football Club - Simon Hoppe, Head of Financial Services MoneyFarm - Robert Sumnall, Head of Strategic Partnerships MoneySuperMarket.com - Tom Markham, Business Development Director Mortgage Gym Ltd - Jeremy Moll, Managing Director MyTradeLoan - Daniel Lipinski, CEO Nutmeg Savings and Investments - Lisa Caplan, Head of Financial Advice Old Mutual Wealth - John Porteous, Retail Client Solutions Director Owen James Group - John Brady, Consultant (ex John Lewis - Head of Insurance & Banking) P&O Ferries - Ian Rabbidge, Head of Propositions PensionBee Limited - Jasper Martens, VP Marketing Police Mutual - Carl Sharples, Director of Marketing Post Office Management Services - Beverley Turner, Senior Product Manager Post Office Money - Martyn Fawdry, Head of Commercial Planning – Post Office Money Raisin UK - Jo Crump, Partnerships Director Savings Champion - David Ayres, Head of Marketing Operations Telegraph Media Group - Helen Casey, Propositions Director Tenet Group - Martin Greenwood, CEO The National Trust - Rebecca Hemming, Corporate Partnership Manager (Commercial and Gift Card) ThinCats - James Smith, Marketing Director Thomas Cook Group plc - Fraser Millar, Commercial Director - Thomas Cook Money Time Inc UK - Brad Young, Head of Financial Services Partnerships - Advertising and E-Commerce Unshackled.com - Dave Fletcher, Sales Director Vodafone UK - Fraser King, Head of Mobile Identity and Location Insight Wealthify - Michelle Pearce, Co-Founder and CIO Yahoo! - Baffour Badu, Head of Industry - Financial Services

SPONSORS & EXPERTS Affinion International - Karen Wheeler, Country Manager, UK BlackRock iShares - Henry Macleod, UK Digital Wealth BlackRock iShares - Joe Parkin, Head of UK Wealth, iShares EMEA BlackRock iShares - Neil Hoad, Proposition & Business Development Dignity - Paul Toghill, Director of Distribution & Partnerships Dignity - Simon Thexton, Strategic Partnership Development Manager

This list is copyright of the Owen James Group and its contents must be kept confidential and may not be passed to any third party for any purpose Dignity - Tim Sinclair, Head of Existing Partnerships HUB Financial Solutions - Dominic Holmes, Director of Business Development HUB Financial Solutions - Dominic Sherry, Business Development Manager Legal & General Insurance - Maggie Game, Head of Banks and Building Societies OFX - Stewart Robb, Senior Alliance & Partnerships Manager Western Union Business Solutions - Bernadette Reynolds, Head of FI & Channel Partners division

FACILITATORS & SPEAKERS Affinia Partnerships - Tim Waterlow, Director Capgemini Consulting, Financial Services - Rod Bryson, Principal - Wealth, Long Term Savings & Insurance KPMG - Tina Hansen, Associate Director Milliman UK - Colette Dunn, Head of Strategy Consulting MoneyFarm - Caroline Evans, Head of UK Marketing Owen James Group - Sarah Collinson, Consultant Raisin UK - Kevin Mountford, Chief Executive Officer Raisin UK - Phil Alcock, Business Development Director Simon Cocker Consultancy - Simon Cocker, Owner Smithfield - a Daniel J Edelman Company - Andrew Wilde, Senior Director

INDUSTRY BODIES, REGULATORS, ASSOCIATIONS AND GUESTS BSA (The Building Society Association) - Hilary McVitty, Head of External Affairs Cris Beswick Consulting - Cris Beswick, Strategic Advisor on Innovation and Author of 'Building a Culture of Innovation' Falcon Private Wealth Ltd - Sean Kiernan, Chief Operating Officer Lucian Camp Consulting - Lucian Camp, Principal Surrey University / The CoDE / Founders Group Alliance - Mark Foulsham, CEO, CIO, CDO, Non-Executive Director and Author TISA - Peter Smith, Global Head of Industry Policy Liaison The Fairbanking Foundation - Aidene Walsh, Chief Executive

This list is copyright of the Owen James Group and its contents must be kept confidential and may not be passed to any third party for any purpose