Member's Details

Click on a member's name for more information (if available).

Danby Bloch

Danby Bloch is chairman of City of London based independent financial advisers and employee benefit consultants Helm Godfrey. He is also a non-executive director of the investment platform Nucleus Financial. In addition he is a specialist consultant at Centaur Media PLC, to which sold his publishing business Taxbriefs. Danby has written several books on financial planning issues and hundreds of articles about financial subjects in the professional and national press.

He is chair of the Oxford Playhouse, a trustee of the Equal Rights Trust and a patron of the Friends of the Pitt Rivers Museum. He was chair of governors and Pro-Chancellor of Oxford Brookes University.

Andrew Couchman

A well-known writer and author, he appears regularly in the trade press, speaks at conferences and produces written materials for and advises a wide range of organisations. Co-author of the Protection Review (with Peter Le Beau), Andy edits the monthly HealthCare Insurance Report newsletter and writes the product reviews for Health Insurance magazine.

Prior to setting up his own business he held senior product marketing roles in the industry and holds the FCII and Cert PFS qualifications.

Outside of business and family, Andy's interests include fast cars and guitars.

Jane Dale BSc FCA

Jane is a Chartered Accountant (qualified with Ernst & Young in 1985) who moved into insurance in 1989 when she joined Legal & General. Jane spent the next 18 years with L&G and held a variety of interesting roles, including traditional finance roles. From 1997 to 2005 Jane was the MD of L&G’s Group Protection business and led a period of significant growth. This success led to the opportunity in 2005 to take over as the MD of L&G’s General Insurance business in Birmingham.

Jane left L&G in 2008 originally intending to pursue a portfolio career and she combined interim assignments at Genworth, Shop Direct and Aviva with her first non-executive role (British Gas Services, appointed in 2009). Her hopes for a better lifestyle balance didn’t quite go to plan when she joined Ageas Protect in 2011 as the interim Finance Director, originally for 6 months. This turned into a full time role for over 4 years, during which she worked closely with the new MD to grow the business. Ageas put the business up for sale in January 2014 following a strategic review and Jane played a key role during the sale process, which culminated in AIG purchasing the business at the end of 2014. Following completion of the integration process and handover to her deputy, Jane left AIG in September 2015.

This time, Jane is determined to follow a portfolio career and has recently been appointed Chairman of BHSF, a non-profit health cash plan and occupational health business, based in Birmingham.

Jane splits her time between London and Birmingham.

Andrew Gething

Andrew is the Managing Director of MorganAsh having founded the company in 2004. Through rapid growth MorganAsh is now the leading Tele-underwriting provider in the UK and Ireland. Andrew is highly successful entrepreneur who has taken an IT start-up through growth and profitability to successful acquisition, increasing shareholder value by 35,000%, and floated a private computer games company on the London Stock Exchange. Andrew is a UMIST graduate, a Chartered Structural Engineer and holds an MBA from Sheffield Business School.

John Gillman

John has a background in benefit consulting, working with employers and others to make it easier for people who have had to leave the workplace to return safely and effectively. He has specialised in absence due primarily to disability, accident and sickness, whether related to physical or mental health.

At the moment he is also actively involved with a number of charities, helping them to engage more effectively with the insurance industry for the mutual benefit of both.

He holds a qualifying law degree (LLB Hons), has High Court expert witness experience and is a Chartered Insurance Practitioner (ACII qualified). Other interests include membership of several practitioner teams at the Investment & Life Assurance Group along with Fellowship of the Royal Society of Arts.

You can read more about him here: http://www.prioryhouseconsulting.co.uk/aboutme.html

David Heeney

David Heeney is Pacific Life Re's Chief Marketing Officer for UK & Ireland.

Pacific Life Re is a specialist life reinsurer offering a comprehensive range of reinsurance solutions and support to insurance clients in the UK, Ireland and Asia.

David runs the Sales and Marketing function for the UK and Ireland markets with overall responsibility for client management, business development and marketing strategy. He has over 20 years of insurance and reinsurance market experience spanning technical, relationship management and general management responsibilities. He began his career with Legal & General where he spent 11 years. He qualified as an actuary in 1988 and progressed to Head of Product Management and Actuary (Pensions). He joined Swiss Re in 1995, initially running the UK Corporate Actuarial function and helping to develop their financial reinsurance business. Following Swiss Re’s acquisition of Mercantile & General Reinsurance he moved to a global product management role. Latterly he spent two years as a Global Client Manager responsible for coordinating client relationships at top management level with Swiss Re’s largest clients worldwide.

Ben Heffer

Ben is a member of Defaqto’s Insight & Analysis team with responsibility for commentary and consultancy on life and protection products. He has worked at Defaqto since its inception in 1994 having previously worked at Countrywide Independent Advisers and Bradford & Bingley Building Society. During his time at Defaqto, Ben has held research and data management positions in pensions, investments and life assurance. More recently, he has been responsible for conducting independent adviser satisfaction studies and providing insight on life office service.

Christine Husbands

Christine is Managing Director of RED ARC Assured Ltd. RED ARC is a unique organisation providing tailored help, advice and emotional support to people with a serious illness or disability. The company has developed a range of added value services that stand-alone or are included within selected insurance products, typically in the life, health and protection sectors.

Christine spent the initial part of her career in Financial roles within manufacturing, but has spent the last 10 years in Financial Services where she has held several board positions. She is a Fellow of the Chartered Institute of Management Accountants and holds the IOD Diploma in Company Direction.

In addition, Christine sits on the boards of parent The Private Health Partnership Ltd, leading medical insurance intermediary and sister company Medical Care Direct, private medical sourcing service.

As MD, her focus is on working with insurers and affinity organisations to find ways of delivering the unique RED ARC services to more of the people who need them.

David Robinson

An actuary, David has worked in the life insurance industry for over 40 years. In 2001, he became founder and CEO of innovative Edinburgh-based life insurer, Bright Grey.

David went 'plural' in 2006 and in addition to occasional consultancy and conference speaking he has undertaken a number of Non-Executive positions across different sectors. He is former Chairman of Engage Mutual Assurance, former Chair of start-up personal finance business, Money Dashboard and former NED of Fidem Life (Ukraine). He is currently NED of the start-up 'Leveson-compliant' UK press Regulator, IMPRESS, a member of the Advisory Panel for Par Equity LLP, a member of the University Court, Heriot Watt University, Edinburgh and founding Chairman of Trustees of charity "Smalls for All".

Clive Waller

Clive held positions in sales and marketing over 25 years with Scottish Amicable and Zurich Insurance. He was Investment Sales Manager and Sales Director at Zurich Life and Group Director at ZIFA. He became Managing Partner of the Training Design Studio in 1999, writing and delivering training programmes on taxation, pensions and investment. At the same time, he set up the specialised research-based consultancy, CWC Research, with his wife, Monica, to provide data and advice to insurers, fund managers and specialist consultancies.

Clive is well known for his work in the platform sector, especially the publishing of detailed research studies. He part wrote and published the first book on platforms, “The adviser guide to platforms and the provision of advice.” He conceived of and promoted the first major platform industry event, “The Adnitor UK platform awards in association with CWC Research.”

Clive has an MBA from Wolsey Hall Oxford, with distinction, and is an associate of the Personal Finance Society.

He is a regular feature writer and speaker at industry events.

www.cwcresearch.co.uk