From Policy to Practice: Navigating the Budget Changes in Insurance and Savings
About this Sapiens Insights Session
With Chancellor Rachel Reeves delivering the 2025 Autumn Budget, the financial services sector is bracing for a new wave of reform. From potential shifts in pension tax relief and inheritance rules to ISA updates and capital gains tax adjustments, the implications for insurers and savers could be far-reaching.
Watch Sapiens and Alpha FMC for a focused, insight-driven Sapiens Insights Session designed to help insurers cut through the noise and prepare for what’s next.
This session is designed to equip insurance leaders with the clarity and confidence to respond effectively to change — and turn uncertainty into progress.
What to Expect
- A concise, insight-led overview of how the Labour government’s Autumn Budget could reshape insurance and savings
- Expert commentary from Sapiens and Alpha FMC on emerging regulatory and market priorities
- Practical examples to help insurers prepare for shifts in pensions, ISAs, and taxation
- A forward-looking discussion on how to turn Budget-driven change into strategic advantage
Meet the Experts
Stuart Hayman
Insurance Practice Director, Sapiens
Stuart currently serves as a Business Consultant for the Sapiens Insurance Practice and is an accomplished executive with over 25 years’ experience in Life and Pensions. His recent roles have focused on sales and business development, contract negotiation, and solution design.
Dan Mahony
Retail Investments Global Head, Alpha FMC
Dan is a Senior Partner at Alpha, leading the Pensions and Retail Investments practice. He specialises in distribution and strategy across the ‘at retirement’, protection, and wealth markets, with deep expertise in the UK intermediated distribution space. Previously a Director at EY, he has extensive experience in operations management and delivering successful business change across multiple sales channels.
Key Takeaways
- Navigating Change: Gain strategic insights into how insurers can adapt to evolving regulatory and market dynamics
- Understanding the Impact: Hear expert analysis on how the Budget could affect pension products, savings vehicles, and insurance operations
- Planning Ahead: Receive actionable guidance to support post-Budget planning and decision-making
