Curator of the Superannuation program for the 2018 Financial Services Forum in Sydney next month, Nicolette Rubinsztein (non-executive director at UniSuper, Class Limited, CBHS Health Fund, SuperEd and OnePath Insurance), gives us a taste of what industry leaders will be discussing at the Forum.

It’s such a big year for financial services. We’re in the midst of the Royal Commission. We’ve got four other reviews impacting insurance. We’ve got CIPRs and DSS changes happening for superannuation. And, finally, there’s so much progress being made in the data analytics area. In these times of immense change, it’s an opportunity for leaders to show how their companies can not just survive but thrive.

If you’re working in superannuation, this is going to be a must come to event.

We’re going to hear the latest thinking from all the big names in superannuation, including Michael Rice, David Knox, David Bell and Nick Callil.

We’re also going to talk about the regulatory environment, so what’s happening with CIPR’s; the ISWG, DSS changes and deferred annuities. We’re going to hear from Treasury.

One session I’m really looking forward to is Deborah Ralston and Jeremy Duffield’s, looking at the digital side of how we can do CIPRs for retirement. Another great session will be that on data analytics in superannuation, which will feature four case studies on what’s happening in that space.

I think super practitioners will find it  valuable to not only get an update on the latest big issues, but gain the depth of insight that only comes from an actuarial approach to analysing these areas.

Taking inspiration from TED Talks

This year we’ve tried to up the ante on the conference. We’ve tried to take a more innovative approach and we’ve taken some inspiration from conferences like TED. One example is how we’ve appointed curators for each of the practice areas, with myself as curator for the superannuation practice area. I’ve had a lot of help from Nathan Bonarius from Rice Warner and Diane Somerville from Deloitte and together we formed the superannuation committee.

I hope you find this new approach to be a value-add. Personally, I have found it very liberating – putting together a line-up of speakers that I would like to see at our flagship event!

We’ve also tried to get Plenary and Keynote speakers who are ‘big-picture’ thinkers, who can push our own thinking; who can give insight but who are also very relevant to us as financial services professionals. I’m personally looking forward to seeing Aubrey de Grey on ageing and Trevor Gruzin from Accenture on technology.

So, I’m really looking forward to the Financial Services Forum this year, and I hope to see you there! 

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