The Financial Services Discussion Club was launched in January 2007. It provides a forum for the the discussion of topical issues and allows members to exchange ideas and benchmark against other firms. It is also an opportunity for professionals to meet on a regular basis. Members are industry representatives from the UK’s leading financial services organisations.
Meetings are run monthly for different interest groups in locations across the UK. Members are part of the nationwide club and are welcome to alternate between meetings and interest groups in London, Leeds, Manchester and Edinburgh.
Current interest groups include:
- Asset Management - Retail
- Complaints Handling
- Financial Crime
- Financial Promotions
- Operational Risk
- Private Wealth Management
- Retail - South
- Retail - North
- Retail - Scotland
Financial Services Discussion Club meetings are roundtables held monthly and meeting topics and agenda points are based on members’ suggestions. Members can nominate a substitute to attend meetings. A maximum of 20 delegates can attend each meeting and sessions are run under the ‘Chatham House Rule’.
Annual membership costs £1250 + VAT and allows members to attend ten meetings.
List of Member Companies
Abbey
Aberdeen Asset Management
AEGON Scottish Equitable
AIG
American Express
Aviva
AXA Group
Baillie Gifford
Bank of Ireland
Bank of New York Mellon
Bank of Scotland
Bank of Tokyo-Mitsubishi
Barclaycard
Barclays
Baring Asset Management
Bradford & Bingley
Brit Insurance
Budget Insurance
BUPA
Capita
Capital One Bank
Card Protection Plan
Clerical Medical
Co-operative Financial Services
Coutts
Deutsche Bank
Dresdner Kleinwort Wasserstein
Endsleigh Insurance
Engage Mutual Assurance
Fidelity
Fleming Family & Partners
Foresters
Friends Provident
Gartmore Fund Managers
GE Money
Groupama Insurances
Henderson Global Investors
Hiscox Insurance Company
HSBC
HSBC Investment Management
Invesco
JP Morgan Fleming Asset Management
JP Morgan
Legal & General
Lincoln Financial Group
Lloyds Banking Group
M & G
Mitsubishi UFJ Asset Management
M M A Insurance
MBNA Europe Bank
Mellon
Morley Fund Management
National Australia Group
National Friendly Deposit Society
Nationwide
New Star Asset Management
Northern Rock
Norwich Union
Old Mutual
Pearl Group
Prudential
RBS
Resolution Asset Management
RIAS
RSA
Scottish Friendly
Scottish Life
Scottish Widows
SG Asset Management
SG Hambros
Skandia
Société Générale
Standard Life Bank
UCB Home Loans
Winterthur
Yorkshire Bank
Yorkshire Building Society
The Financial Services Discussion Club is administered by Clearconcepts.
If you would like to join, please contact Natalie Buckley or Carey Johnstone.
