Finance Sector: Setting your house in order: AI, employment law & back-office efficiency

Finance Sector: Setting your house in order: AI, employment law & back-office efficiency

Event Details

Finance Sector

Tuesday 19th November

3pm-5pm

Venue: Trowers & Hamlins, 3 Bunhill Row, London, EC1Y 8YZ

Registration and refreshments from 2:30pm-3pm

Networking drinks from 5pm

Kindly sponsored by

Key Takeaways

  • Learn how AI is influencing management of candidate data and its broader implications for business operations
  • Understand how the evolution of employment law will affect the various contracts used in the finance sector
  • Discover the importance of a “tidy” back office to always be sale ready
  • Insight into why high operational standards should be continuous practice (practice what you preach)

Meeting Agenda

3pm Welcome & introduction 

Mark DaintyDirector, HFG Insurance Recruitment  

 

3:05pm APSCo update

Samantha Hurley, Operations Director, APSCo

 

3:10pm AI Implications & Employment Law Updates in Finance Recruitment

Imogen Reseigh, Managing Associate (Employment) & Victoria Robertson, Commercial & Data Lawyer, Trowers & Hamlins 

 

This session will explore the unique implications of AI in the finance recruitment sector, with a focus on how it affects the handling of candidate information and critical considerations for business owners. We will also explore the evolving employment law landscape, including the key proposed and planned reforms by the new Government that businesses need to know about.

 

3:45pm Achieving Sale-Ready Efficiency: Adapting to Budget Changes for Finance Recruitment Businesses

Marie Pegram, Partner, Recruitment Accountants

 

With the recent Autumn Budget introducing key changes—including rises in Employer’s National Insurance and Capital Gains Tax—recruitment businesses will need to make strategic adjustments, whether a sale is on the horizon or not. Marie will examine how these changes impact operations, sharing actionable steps for maintaining a consistently sale-ready business. Drawing on her experience in supporting recruitment firms through successful exits, Marie will offer practical examples and insights to help you not only position your business for a future sale but also ensure peak performance and resilience in today’s market. Why reserve your best practices for a sale, when operating at that level now can drive growth and stability?

 

4:20pm Q&A session

A chance to put your burning questions to our expert speakers.

 

4:50pm Feedback & close

 

Who should attend?

Business owners and senior management looking to make compliance an integral part of their daily operations.

Speakers

Victoria Robertson
Victoria Robertson

Trowers & Hamlins, Commercial & Data Lawyer - Partner

Victoria Robertson is a commercial law and data specialist and partner at Trowers & Hamlins. Victoria is ranked a leading individual within her sector by the Legal 500 directory.

Victoria's interest in life sciences and pharma is longstanding. She has advised clients in the sector ranging from NHS Trusts to private healthcare providers including a cancer treatment centre, an eye clinic, a number of fertility , and other operators in the fertility sector including a sperm bank and tech companies. She advises pharmaceutical companies and specialist service providers in the pharma sector upon high value manufacturing, services, commercialisation and licence agreements and provides regulatory advice and support in corporate transactions.

She has a particular interest in technology and has advised fertility clinics and a pharma software provider upon AI and app development agreements, and sits as the chair of the regulatory committee of the international AI Fertility society.

Marie Pegram
Marie Pegram

Recruitment Accountants, Managing Partner

Marie is a Partner at Recruitment Accountants, a specialist division of TC Group, focused on the recruitment sector. Recruitment Accountants work with over 100 recruitment companies providing a fully encompassing service from year end accounts and tax compliance, to management reporting and outsourced FD services.

As a former recruitment consultant, Marie has a unique perspective on the industry and has gained a reputation as a key advisor to the recruitment industry. She is passionate about helping recruitment businesses thrive, whether through strategic business planning, preparing for exit, presenting to wider audiences, or helping tailor forums through the firm’s APSCo membership.

Imogen Reseigh
Imogen Reseigh

Trowers & Hamlins LLP, Managing Associate

Imogen trained at Trowers and has specialised in employment law since 2012. She acts for a wide range of private and public sector employers, and also advises employees on individual employment matters.

Imogen has experience of advising on TUPE, complex restructures and collective redundancy exercises, changes to terms and conditions and union matters. She also regularly deals with tricky and sensitive employee relations issues, including disability and absence management, discrimination, disciplinary and grievance issues and termination negotiations. Her advice is pragmatic and solutions focused.

Imogen regularly represents clients in employment litigation, from the Employment Tribunal to the Court of Appeal, including complex claims for discrimination, whistleblowing, TUPE matters and equal pay.

She is a frequent speaker at events and conducts tailored training sessions for clients.

Imogen has a keen interest in diversity and inclusion, and wellbeing in the workplace. She is a member of the firm's Diversity & Inclusion Committee, Trowers Includes, and the firm's Physical and Mental Wellbeing Network.

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