How financial lives in the UK are changing: what it means for each of us & our profession

The Old Library, Lloyd's
Tuesday, 20 November 2018
1:15 pm – 2:00 pm
    • Jane Portas, Partner, PWC
  • London Market lecture

In this IIL London Market lecture Jane Portas drew on the CII report 'Securing the financial future of the next generation'. She considered trends in British people's risks in life and how this impacts all of our financial resilience.

Jane's lecture highlighted Moments that Matter to men's and women's financial lives; what we can all do to help, both at home and at work, as well as how firms can support their employees' financial wellbeing and customers' financial outcomes. This benefits diversity and inclusion, talent retention, business performance and public trust.

This lecture is relevant to everyone in the profession who is interested in how our financial lives are changing, and how this affects people, the workplace and the impact on our society and economy. Importantly, this lecture emphasises what we can do individually and as a profession to improve our own financial resilience, enhance business and inspire change.

By the end of this lecture members would have gained an insight into:

  • Trends in financial lives
  • Its impact in the workplace, society and the economy

Speaker Bio:
Jane Portas is a Partner at PwC with 30 years' experience of advising international insurance businesses on prudential and conduct regulation, risk management, related strategic business change and group structure optimisation. She has also held various regulatory policy and supervision roles, both directly at the UK regulator, and more widely advising international regulators. Jane leads PwC's Brexit services for Insurance as well as the firm's approach to financial inclusion. She has authored various reports on financial risks in life including 'Securing the financial future of the next generation' for the CII.

Sian Fisher, CEO, CII.

  • The Old Library, Lloyd's
  • One Lime Street
  • London
  • EC3M 7HA
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Registration & Security

IIL lectures are open to CII and PFS members
CII and PFS members must register online by 12pm one working day before the lecture
For lectures held in The Old Library, Lloyd's pass holders may also attend and do not need to register
All attendees (at any venue) must produce photo ID - either a Lloyd's pass, driving licence with photo or valid passport


  • Email confirmations and photo ID must be produced to security staff at the lecture venue
  • Attendance confirmations are non-transferable to any other person or lecture
  • All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission

Please let us know what we can do to make our events fully accessible to you.

Please contact Patricia Pedraza (020 7397 3911) with any queries regarding the CPD events programme.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at