Future of Workplace Health & Protection Summit 2024

Rogier Bouwman

Global Pensions and Benefits Manager, Heineken

Rogier Bouwman is the Global Head of Pensions and Benefits at HEINEKEN. He is responsible for the central oversight and coordination of all local pension and insured benefit plans.

As part of his role, Rogier is Chairman of the Board at HEINEKEN’s Employee Benefit Captive. He is also Chairman of the Board at HEINEKEN’s largest pension fund (based in the Netherlands) and an Investment Committee member at HEINEKEN pension funds in the UK, Netherlands, Mexico and Switzerland.

Prior to working at HEINEKEN, Rogier worked as a Senior Manager at Deloitte in the Pensions & Benefits advisory team. He holds Master degrees in Econometrics and Mathematics and is a Certified Financial Risk Manager.

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Dana Citron

Director, Global Health & Wellbeing, DHL Group

Dana Citron is the Director of Global Health and Wellbeing at DHL Group. Through evaluating historical health risks and trends in a country and on a business unit basis, she works with the global, regional and local HR partners to offer tailored health and well-being guidance and solutions that specifically target primary cost and claim drivers. For the prior 12 years, Dana worked in the international insurer domain developing health products and promoting strategies that target and control healthcare costs while maximising employee health. This included working with local insurance affiliates to design and implement end to end market-leading health management and wellness solutions. Ms. Citron also worked with multinational clients, providing health analytics, thought leadership and support for the development of global health strategies.  Ms. Citron earned her BA in Psychology from Boston University and MPH (Masters of Public Health) from New York Medical College with a concentration in Global Health.

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Dr Luke James

Partner – Workforce Health Leader, Europe, Mercer Marsh Benefits

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Daniela Masters

Director Global Health & Wellness, Generali Employee Benefits

With 15 years of practical experience, Daniela has gained considerable knowledge about successful multinational corporate health & wellbeing strategies and programmes from multiple perspectives: employer, wellness / EAP provider, and private insurer.

Daniela’s education and career has taken her from Germany to Indonesia, Australia and then to the UK, where she currently resides. For the past 5 years she has enjoyed actively working on global Health & Wellness Programmes with clients, intermediaries and Network Partners of the Generali Employee Benefits Network (GEB).

A data-driven approach stands at the centre of her work, and she has shared her experience as a subject matter expert speaker at numerous international industry events.

Daniela strongly believes that organisations share responsibility for employee physical and mental wellbeing. Corporations can have a positive impact to both individual and collective health by offering data-driven, carefully selected and appropriately engineered workplace health and wellbeing initiatives.

Daniela’s motto: “Healthy and safe companies are growing companies”

: https://www.linkedin.com/in/danielamasters/

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Adrian Matthews

Head of Employee Benefits, UK & Europe, MetLife

Adrian joined MetLife in May 2011 as Chief Finance Officer for the UK, he was appointed Employee Benefits Director for the UK in June 2017, and from January 2023 expanded his role to cover an additional 10 European markets.

Adrian is responsible for driving substantial growth in the Employee Benefits line of the business. As well as his expanded European role, he is a member of the UK Executive Committee. In his prior role as Chief Finance Officer, he oversaw the financial management and performance of the business, where he drove efficiency and effectiveness throughout.

The UK EB business is now the largest Group Life business in EMEA insuring over 1.6 million customers and delivering revenues in excess of $250m.  This has seen MetLife’s market share grow to over 10% in the UK, with plans to develop further in this key market.

Prior to MetLife, Adrian spent 7 years in financial services outsourcing with Unisys and Capita where he held the position of Finance Director for the south region for their Life & Pensions division and was responsible for multi-site and multi-account commercial contracts.

Adrian is an Associate Member of the Chartered Institute of Management Accountants.

: https://www.linkedin.com/in/adrian-matthews-672792

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Debi O'Donovan

Co-founder & Director, REBA

Debi co-founded REBA in 2015 and is Director of REBA. Debi enjoys sharing insights, data and information about employee benefits and pay via articles, research, guides and videos. She believes it helps so many employees receive better reward packages than they would if REBA didn’t distribute this knowledge. REBA has a great community with a wide variety of people working in reward and benefits coming together through REBA events, both large and small.

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Hugh Bennett

Head of Corporate Healthcare, Howden Employee Benefits & Wellbeing

Hugh, a seasoned professional with a decade of industry expertise, joined Howden Employee Benefits & Wellbeing in 2014. Holding certifications in Cert CII (Health & Protection) and ILM Level 3 Diploma in Management, he serves as the Head of Corporate Healthcare. In this pivotal role within the Corporate Consulting business, Hugh spearheads strategic initiatives. Despite his leadership responsibilities, he remains hands-on, overseeing a portfolio of corporate clients at Howden. Hugh is committed to supporting clients and finding the best outcomes for them, highlighting his dedication to their success.

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Yvonne Braun OBE

Director of Policy, Long Term Savings and Protection, ABI

A member of the ABI’s Executive Team, Yvonne directs the ABI’s work on pensions, including ESG and sustainable investment, and protection insurance, and oversees the finance department and data analysis team. She leads the ABI’s diversity and inclusion programme, and the sector’s charitable £100m Covid-19 Support Fund.

Yvonne joined the ABI from the Financial Services Authority, where she worked in policy and public affairs. She previously was a capital markets lawyer at Goldman Sachs and the US law firm Cleary Gottlieb.

Yvonne is a member of the Government’s Industry Steering Group for the Pensions Dashboard Project, and the City of London Corporation’s Taskforce to improve socio-economic diversity at senior levels in financial and professional services. She is a Fellow of the Royal Society of Arts and a former trustee of Asthma UK, a graduate of Cambridge University and holds a doctorate in international criminal law.

She can be found on Twitter at @YvonneBraun4.

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Shelley-Ann Bridges

Client Director, Mercer Marsh Benefits

Shelley is a Client Director at Mercer Marsh Benefits  (MMB) with over 20 years’ consulting experience in the Employee Benefits industry. Shelley’s experience includes managing complex corporate clients from medium to large FTSE100 multinational organisations, providing strategic and relationship support. She started her career working for a market leading insurer in both the UK and international markets. She also leads MMB's UK Health Market Development group, which has responsibility for ensuring that MMB are the market leader in Healthcare related consulting. Shelley is passionate about helping clients take a holistic approach to understand their Employee value proposition, people risks and how benefits strategy aligns to support the health and wellbeing needs of their diverse workforce.

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Sharon Burgess

Operations Director, Healix Health

Sharon, a seasoned operational leader, has an extensive background with top healthcare administrators. Sharon is deeply dedicated and driven to providing exceptional service, promoting options, and facilitating simplicity.

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Dan Clark

MMB Multinational Commercial Leader UK, Mercer Marsh Benefits

Daniel Clark is the MMB Multinational Commercial Director for UK, Ireland and Denmark, based in London. In his role, Daniel works closely with the UK's largest multinational organizations, assisting them in navigating the complexities, challenges, and people risks associated with having a global workforce.

With over 15 years of experience in the insurance and employee benefits industry, Daniel has worked both locally in his home country of Australia and in global roles from the UK. He brings a wealth of knowledge and expertise to his current position, having previously worked at a global insurance network, where he supported multinational organizations in optimizing their employee benefits financing through the use of multinational pooling and captive reinsurance.

Daniel's primary focus is helping global organizations solve the challenges they face by building a compelling business case for taking a globally coordinated approach to their employee benefits management. By leveraging his extensive experience and understanding of the industry, Daniel assists organizations in developing effective strategies to address the unique needs of their globally diverse workforce.

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Nicola Fordham

Chief Underwriting Officer, MAXIS GBN

As Chief Underwriting Officer at MAXIS GBN, Nicola Fordham leads a team of pricing underwriters who work closely with the MAXIS network of local insurers, the MAXIS EU Underwriting Hub, and our multinational clients. The team uses their expertise to oversee the pricing and underwriting of business included in global programmes, providing support when needed and strong, technical, underwriter to underwriter relationships.    

Nicola joined MAXIS GBN in 2017 from MetLife UK where, as Chief Pricing Underwriter, she was responsible for the technical relationship between MetLife UK and MAXIS. Nicola has a wealth of knowledge to draw upon, with more than 20 years’ experience as a pricing underwriter for organisations including, Zurich, Generali and Unum.  

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Sarah Goodwin

Head of Strategy, AXA Health

Sarah leads the strategy division within AXA Health, responsible for monitoring key market developments, setting the strategic direction of the business, and ensuring that AXA Health maintains a focus on achieving its core ambition. The delivery of the team includes leading on corporate developments such as strategic partnerships and acquisitions.

Sarah has worked in a range of roles across the AXA Group, including roles within AXA’s global head office based in Paris. Most recently, Sarah led the programme to launch the AXA Health Plan, a fully flexible, digital-first private healthcare offering for individuals and their families.

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Matthew Gregson

Executive Director, Howden Employee Benefits & Wellbeing

Today, Matthew oversees all aspects of Howden’s proposition for Corporate clients. He has over 20 years’ experience in employee benefits, including a large portion of his career helping shape the flexible benefits market in the UK. Matthew has personally helped many large and complex employers introduce transformational change to their pension and benefits programmes, working with providers and partners in industry to innovate and maximise the value they bring to clients.

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Alice Harkness

Multinational Client Leader for Europe, Mercer Marsh Benefits

Alice Harkness is the MMB Multinational Client Leader for Europe, responsible for the service delivery to our Global Benefits Management clients. She has been with Mercer Marsh Benefits for 7 years, with 5 of those years covering Asia whilst located in Singapore. She has worked with many multinationals (specialising in Technology), supporting them on their benefits journey through the Global Benefits Management model and has a particular passion for enabling equity and inclusion. Prior to Mercer Marsh Benefits, Alice held roles in banking regulation, strategy and operations in the Financial industry.

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Evan Harris

Co-Founder and CEO, Peppy

Evan Harris is the Co-Founder and CEO at Peppy, with a mission to transform digital healthcare. Following his training at PwC, Evan has worked in senior healthcare roles at the NHS, Viapath, Medopad/Huma and the The Centre for Health and Disability Assessments. Evan primarily focuses on strategy, products and technology at Peppy.

: https://www.linkedin.com/in/evanbrendanharris/

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Ryan Hopkins

Chief Impact Officer & best selling author, JAAQ

: https://www.linkedin.com/in/ryanhopkinsuk/

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Laura Jackson

Independent Benefits/Wellbeing Consultant

Laura is an independent benefits and wellbeing strategic consultant working with companies ranging from large corporates to start-ups. She has over 25 years experience in the sector, and in her former career was Global Head of Benefits & Wellbeing at Credit Suisse where she was responsible for developing a global wellbeing and benefits strategy, and implementing an approach that met the diverse needs of employees across the world. 

Rosie Lacey

Head of Pension & Benefits, Costain

Rosie is Head of Pensions and Benefits at Costain and has been in pensions for over 30 years. Rosie has extensive experience in the UK and Ireland pensions industry having worked in -house roles across a number of industry sectors from finance to construction. She started her career as a pensions administrator in Bristol and from there moved into pensions communications, compliance with a measure of pensioners welfare thrown in.  It was through her time as Communications Manager for the AA and then Barclays that she developed her passion for talking about everything pensions and financial wellbeing.

For Rosie, benefits are core to any wellbeing or financial wellbeing strategy. In this time of crisis in the medical sector, Rosie is focused on how Costain can support colleagues get the treatment they need  through joined up use of their medical plan and services offered via GIP.  

Rosie has been on the PMI advisory council for over five years supporting a number of the committees and is delighted to be starting her second term as vice-president of the PMI and NED on the PMI Board. 

Outside of work, Rosie lives with her husband Rick and Kenzie, their beautiful black cat. She enjoys running round but has no ambition to run a marathon!

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Max Landry

Co-CEO, Peppy

Max has spent his career launching and building businesses. Most recently he co-founded and served as Chief Executive of The Conversation. Prior to that he co-founded and served as Managing Director of Paperstone, one of the first online suppliers of office products.

: https://www.linkedin.com/in/max-landry-36383225/

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Dr Subashini M

Medical Director, Aviva

Suba, a surgical doctor by training, is a Medical Director at Aviva Health, implementing value-based healthcare and delivering data-driven solutions, with a focus on oncology and ESG. She is an avid champion of culturally-competent workplace wellbeing strategy and solutions.

Her extensive expertise and experience spans from retail health, academic surgery to digital health and technology. She is passionate about designing and delivering inclusive and accessible health in an equitable and sustainable manner that improves planetary and population health.

Suba is a Non-Executive Director and Wellbeing Guardian at Southern Health NHS Foundation trust. She is also an advisor on Plug and Play UK Health Advisory Panel.

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Kelly Morris

Head of Client Retention and Client Delivery, AXA Health

Kelly leads the mid corporate client retention and delivery teams at AXA Health and is Chair of AXA’s Health Services’ Senior Leadership Team, covering Occupational Health, EAP and Proactive Health services.

A chartered insurer with 25 years sales and account management experience in the private medical insurance and health employee benefits sector, Kelly has extensive experience of corporate health insurance, including healthcare Trusts, cash plan and dental insurance as well as EAP, Occupational Health and corporate absence management programmes. She also has led and been involved in projects relating to the design and launch of new digital healthcare services, including a health and wellbeing app and a digital triage / treatment room for mental health conditions.

She is passionate about building high performing teams that deliver to the needs of corporate clients as well as being hands on helping clients make the best decisions to manage the health and wellbeing of their employees. 

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Nick Pemberton

Head of Strategic Partnerships, MetLife

Nick is an accomplished employee benefits professional with over 25 years’ experience in benefits consultancy and group risk insurance markets. In his role at MetLife, Nick is responsible for driving the development of client multinational programmes and he leads the strategic partnership with MAXIS, MetLife’s global benefits network partner.

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Vanessa Sallows

Claims & Governance Director, Legal&General

Vanessa Sallows is the Claims & Governance Director at Legal & General and has over 30 years’ experience working in the NHS, private industry, and the protection market.  Vanessa has responsibility for the claims and clinical area within Legal & General’s Group Protection business, oversight of the Group Protection medical underwriting philosophy and operational oversight of the Retail Protection income protection claims. Vanessa is passionate about the psychology of work, what prevents individuals from working during periods of ill-health and helping people return to ‘good work’.  Vanessa developed the early intervention, pro-active claims management and vocational rehabilitation approach that Legal & General use to assess & manage their Group and Individual Income Protection claims. Vanessa led the implementation of the Mental Health First Aiders (MHFAs) within Legal & General and in conjunction with colleagues developed and delivered Legal & General’s Not A Red Card campaign and the Be Well, Get Better, Be Supported framework.

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James F. Spencer MBA

Senior Director, Health & Benefits Europe , WTW

James is Senior Director for WTW Health & Benefits, focused on growing revenue and client acquisition in 13 markets across Great Britain and Continental Europe (excl. France). Responsible for deploying consulting tools, reaching prospect and client community and harnessing WTW talent to drive superior results.

Relevant Experience

For over a decade James has been an advisor on benefit strategy, design, and broking employee benefits both domestically and internationally; including for numerous FTSE350 and Fortune 500 employers. James has hands-on experience supporting business leaders with clear decisions on complex issues. James’ areas of specialist knowledge include:

• Benefit redesign, de-risking and modernisation projects

• Peer Group Benchmarking & Benefit Governance

• UK Health Insurance & Group Risk

• Expatriate & International Benefits

James has been a featured speaker at industry conferences, is a frequent author and has been quoted in publications including; Financial Times, Health Insurance Daily, The Telegraph, Employee Benefits Magazine, AIRMIC, Reward & Employee Benefits Association and International Travel & Insurance Journal in addition to Willis Towers Watson Wire.

Education and Credentials

James earned his M.B.A. from the University of Essex with majors in managerial economics, leadership and business performance. He also holds a B.A (Hons) from University of Essex and Cert CII (Health & Protection) from the Chartered Insurance Institute.

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Daniel Sullivan

Director of Proposition and B2B Marketing for UK Insurance, Bupa

Daniel Sullivan is Bupa’s Director of Proposition and B2B Marketing for UK Insurance. Daniel joined Bupa UK in 2021 from KPMG UK where we held a variety of roles, including Director of KPMG’s Marketing Centre of Expertise. Daniel’s career has focussed on B2B marketing in financial services, including roles at Lloyds Banking Group and Unum.

Daniel lives in Wiltshire, and has a degree in Communication Studies from the University of the West of England alongside professional qualifications from the Chartered Institute of Insurance and Chartered Institute of Marketing.

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Jan Vickery

Wellbeing Lead, AXA Health

Jan is Category Lead within Wellbeing at AXA Health, following a 10 year period as Head of Clinical Operations for Occupational Health, Musculoskeletal Health and Psychological Health services. In her role, she oversees and develops health and wellbeing propositions for AXA Health clients, staying close to the evolving needs of employers and employees. Jan is a Chartered Physiotherapist and a Registered Ergonomist. She has worked in Occupational Health for over 20 years and serves on the Faculty of Occupational Medicine’s Ethics Committee.

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Jenni Wilson

Expert health insurance and healthcare industry consultant, Session moderator

Jen is an experienced Commercial Director with extensive sales and marketing, P&L management and organisational change experience in the Healthcare and Health Insurance sectors. Her 30 year corporate career spans Director roles at Bupa, AXA Health, Nuffield Health and Simplyhealth.

As Group Sales Director for Simplyhealth, Jen championed the organisation’s purpose of making healthcare easy to access for as many people as possible by growing Simplyhealth and Denplan’s 2.5m customer base across both corporate and consumer markets. 

Prior to this, Jen was Commercial Director for Nuffield Health's Hospitals division. She led the commercial development of all 3 key hospitals payors: PMI, NHS and Self Pay (Consumer paid) driving multi million pound revenues into Nuffield’s hospitals, physiotherapy and mental wellbeing services.

Before that she worked for both AXA Health and Bupa, where she led UK wide teams to develop and grow private medical insurance business and a range of health and wellbeing solutions.

Jen recently founded All About Clarity and now works freelance as a Board Adviser, Business Mentor and Executive Coach. Jen is also a keen Healthcare Industry Commentator and Influencer.

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