Solutions for the

Sandwich Generation

Thursday, 16th May 2024

Roehampton Club, London, SW15 5LR

agenda

Speakers

Exhibitors

RSVP FOR 2025

proudly sponsored by

Mishcon de Reya

      

HARGREAVES LANSDOWN

   

Solutions for the Sandwich Generation

Welcome to our Family Matters Conference. This is a unique event with expert speakers and thought-provoking discussions for anyone who may be juggling the demands of parenting young children and teenagers or older children coming back home, as well as the commitments of caring for older parents, or simply preparing for empty nesting and their own later years.

Our series of talks and interactive panel discussions with leading industry experts will explore a range of topics including the importance of financial and legal planning, the joys and opportunities of travel and adventure in midlife and beyond, looking after your own wellbeing and that of your family as well as dementia and later life care needs.

This event is all about helping you plan for your future, getting conversations started across the generations, and living happy, healthy and purposeful lives.

Conference Testimonials

{

It was totally fabulous, we really enjoyed it Sarah – what a lovely group of people

{

Clare Radcliffe

Conference Sponsor - May 2024

Mishcon de Reya LLP

{

Thank you once again for organising such an impactful and personally enriching event. Some amazing takes from today around finances, social care, holidays and so much more. I have already compiled a short list of suitable quotes and the following are just a few I shall weave into my own personal pitch narrative going forward: “looking for my passion for purpose”; “reignite the spark from within”; “we have agency over our biological self.. with some basic tweaks we can create effortless health management “; “don’t let the old girl in” , “plan your work and then work your plan” , “always start with the core proposal which is self – and put health and well being at the top of your list”. We had a sprinkle of that magic dust again today – how blessed are all of us.

{

Mairi MacLean

Guest - May 2024

{

Thank you so much for the excellent event last week. I thoroughly enjoyed it, made a big list of things I ought to do and funny things people said, met some lovely people and was quite energised by it all. So well done you and the team!

{

Rachael B

Guest - May 2024

{

Thank you for inviting us to speak today, and what a brilliant event for inspiring and empowering women.

{

Sabrina Sears

Conference Sponsor - May 2024

Mishcon de Reya LLP

{

The conference was fantastic such a great occasion. There really was a lovely buzz in the room.

{

Eloise Cornes

Guest - May 2024

One Wealth - St. James’s Place Wealth Management

{

I wanted to thank you very much for having me at your Family Matters conference last Thursday. I thought it was wonderful and you navigated delicate conversations (divorce, dementia, elderly parents’ care) beautifully. I have a young toddler and help care for my father who has late stage Alzheimer’s so it was particularly pertinent for me.

{

Charlotte Metcalfe

Guest - May 2024

Rathbones Group PLC

{

Thanks so much Sarah for such an inspiring day. It was a great event. Such fantastic speakers – I can’t pick a winner as everyone was fascinating and so interesting.

{

Annabel James

Speaker & Exhibitor - May 2024

Age Space

{

Wonderful to be around such thought provoking content and managed to meet a few people en route too!

{

Matt Curnier

Guest - May 2024

Capital Tuition Group

{

These events are amazing, there is such energy in the room and the speakers are always really impressive! The theme of the conference is so relevant and the variety of backgrounds among participants makes the conversation incredibly rich.

{

Chloe Oudiz

Speaker & Exhibitor - May 2024

The Divorce & Separation Coach

Our Speakers

HELEN GRACE

Marketing & Communications Director - Simpson Travel

Helen studied Psychology at Durham University before embarking on a twenty year career as an actor. In 2011, she completed an MA in Creative Writing and began working as a travel writer and content creator which evolved into a second career in marketing and communications. She joined Simpson Travel in 2018 and was promoted to Director in 2022.



PATRICK MILLAR

Senior Manager & Head of Marketing - Kirker Holidays.

A inveterate traveller from the age of 6 months, Patrick has combined this passion with a keen interest in European art and history in his role as Head of Marketing at Kirker Holidays – the UK’s leading specialist tour operator for cultural short breaks. Patrick spent his first two years in Soviet Moscow, and has travelled to six continents – from driving overland to Outer Mongolia, to gliding through the Alps in style on board the Venice Simplon-Orient-Express. He studied History at Warwick University, and this has informed his desire to incorporate historically rich destinations into Kirker’s programme, to whet the appetites of discerning clients. He has also developed a range of new specialist products including wine tours, jazz festivals and science holidays in partnership with New Scientist magazine.



CLARE JEFFERIES

Owner - Home Instead (Wimbledon & Kingston)

Clare owns and runs four homecare franchises in SW London and North Surrey. She started her Home Instead journey of providing care and support to people in their own homes, nearly 14 years ago. Not from a care background, Clare’s ambition to deliver the highest quality care possible was driven by her own experience of poor care for her parents, who were both terminally ill at the same time.

  

Alison Cork MBE

Founder & CEO - Alisonathome.com

Alison Cork MBE is an entrepreneur, broadcaster and investor. Alongside her own business Alison at Home, which she sells on UK and US TV, she is an active investor in four other early stage businesses, three of which were founded by women. Alison also founded not for profit organisations Make It Your Business and National Women’s Enterprise Week, to support and encourage women to start their own business. She was awarded an MBE in the 2023 Kings New Years Honours List for services to female entrepreneurship.

 

Jules Anderson

Founder - Feel Glorious

Jules Anderson is a midlife health specialist and founder of Feel Glorious, working internationally with individuals and organisations to enhance energy, longevity and healthspan. With a background in chemistry, anatomy, nutrition and functional medicine, she combines science, natural therapies and behavioural psychology to create lasting wellbeing. She is the creator of Thrive, a health programme for professionals over 40, and has worked with clients including Amazon, Schroders and WeWork.



Annie Rodgers

Founder - The Career Navigator

Annie is a career coach dedicated to fostering professional well-being. With nearly three decades in corporate roles at Discovery Networks, NBC Universal, and The Wall Street Journal, Annie brings a strategic approach to empowering individuals, teams, and organisations to embrace meaningful change and thrive.



CLARE RADCLIFFE

Managing Associate Family - Mishcon de Reya LLP

Clare is a Managing Associate in the Firm's Family Department. She specialises in all aspects of the divorce process, including financial issues; jurisdictional disputes; private law children matters, such as residence and contact; and applications for leave to remove children from the jurisdiction. Clare also deals with pre-nuptial and post-nuptial agreements. Clare joined Mishcon de Reya as a trainee in 2011 and qualified in September 2013.



SABRINA SEARS

Managing Associate Tax & Wealth Planning - Mishcon de Reya LLP

Sabrina is a Managing Associate in the Tax and Wealth Planning team in Mishcon Private. She advises on estate succession planning including Wills, trusts and powers of attorney in addition to estate administration. Sabrina's particular focus is advising on estate and succession planning for family-established/owned businesses, predominantly UK farming and landed estates. Her work includes drafting Wills and establishing trusts, together with advising on asset structuring and wealth preservation for business succession across the generations. Sabrina is experienced in advising on complex estates which include assets in multiple jurisdictions, both in lifetime planning and after death.



Annabel James

Co-Founder - Age Space

As the Founder of AgeSpace.org, Annabel brings a wealth of personal and professional experience to all aspects of elderly care. Age Space provides advice, guidance and support for the increasing numbers supporting and caring for their elderly parents and relatives. As a regular commentator on the care sector, and a champion for those navigating the labyrinthine world of care Annabel also advises companies how best to communicate with this growing target audience. Annabel’s career started in corporate communications before moving into charity management and fundraising, ultimately with a decade running her own strategic development consultancy. For many years prior she was Director of Charities and Communities for the then Capital Radio Group plc.



Chloe Oudiz

Founder - The Divorce & Separation Coach

Chloe is a conflict resolution specialist and a Certified Divorce Coach. Her objective is to help her clients divorce with less conflict and ensure the agreements they reach are sustainable in the long term. By avoiding emotional pitfalls and common errors, Chloe's clients achieve outcomes that set them up for a successful post-divorce life.



Sarah Austin

Founder - Really Helpful Club

Sarah Austin is the Founder and CEO of Really Helpful Club, a vibrant and trusted community supporting members through every stage of life. Since launching in 2014, she has grown the network to over 20,000 members, offering expert recommendations and inspiring events. She previously worked as a Senior Director and Investment Manager at Barings, and holds an MA in Classics and Modern Languages from the University of Oxford.



ROSIE RICHARD

Ex-Financial Adviser - Hargreaves Lansdown

With over 20 years of experience in the financial industry she has dedicated herself to educating and empowering women to become financially resilient and championing women’s health and challenges in the workplace. Her pioneering initiatives include the delivery of the UK's first “Returners Programme”, supporting mothers on benefits with their return to work, embedding the HL Menstruation and Menopause Policy and successfully campaigning for extensions to family leave policies. She is deeply passionate about ensuring that women have the tools and knowledge to navigate their personal goals, whether they be financial, or career driven, planned or otherwise, and all with financial independence.



Debbie Marshall

Managing Director - Silver Marketing Association

With over 35 years in the travel industry, Debbie Marshall has led Crystal Holidays, CV Villas, and Ski Verbier. In 2011, she founded Silver Travel Advisor, an award-winning site for mature travellers. She later established the Silver Marketing Association and remains active in the industry as a non-executive director for several travel companies.



SAM CLARK

Co-Founder - Experience Travel Group

The second tallest Sam in the UK niche tour operator sector, with a love of travel inspired by a Granny whose exploits he’ll never match. His love of Asia was inspired by a misspent (well spent?) youth and he co-founded ETG in Sri Lanka in 2004, closely followed by a post-tsunami charity. Picked up the pieces back in the UK a couple of years later and hasn't looked back since. Has two teenage sons, a lovely and long-suffering Kiwi wife and something of an interest in youth sport and access for less privileged groups.



Dr Carol Sargent

Founder - Sargent Group Consulting

Carol is passionate about empowering the dementia community to live well. A former scientist, she founded a dementia holiday organisation after her family’s diagnoses, proving the benefits of travel. Through Sargent Group Consulting, she helps individuals access tailored holiday solutions and supports travel businesses in becoming dementia-inclusive, ensuring meaningful experiences for all.



ASHLEY JORDAN

Owner - One Stop Organisers

Ashley has been running One Stop Organisers for over 20 years, working with seniors and their families. She is passionate about helping older people live as independently as possible for as long as possible by utilising support that keeps their lives fulfilled. One Stop Organisers provides assistance for moving home, decluttering, renovating and repurposing rooms, events to help older people stay connected, and a personal administration service for older people giving them more time to spend on things they enjoy.



Conference Agenda



08:30 - 09:30

Registration, Breakfast & Open Networking



09:30 - 09:45

Welcome & Opening Speech

Sarah Austin, CEO & Founder of Really Helpful Club



09:45 - 10:05

Plan for a Secure & Sustainable Later Life

Join our panellists as we discuss “Plan for a secure and sustainable later life” covering:

The Impact of Midlife on Couples
Prioritising your Health & Wellbeing
How the Law can Help

Panel

Annie Rodgers, Founder- The Career Navigator
Clare Radcliffe, Managing Associate Family – Mishcon de Reya LLP
Sabrina Sears, Managing Associate Tax & Wealth Planning – Mishcon de Reya LLP
Chloe Oudiz, Founder – The Divorce & Separation Coach
Jules Anderson (BSc(Hons:1st), Dip(ITEC), CHHC), Founder- Feel Glorious



10:05 - 10:30

Financial Wellbeing for Life - A Fireside Chat

Join us for a Fireside Chat with Rosie Richard from Hargreaves
Lansdown and Sarah Austin from Really Helpful Club



10:30 - 11:00

Starting Conversations & Finding the Best in Later Life Care

Join our panellists as we discuss “Starting Conversations & Finding the Best in Later Life Care” covering:

Recognising change and how to have those tricky conversations with loved ones
Staying independent for as long as possible – tech solutions, practical support available in the community, planning ahead, what to worry about, what not to worry about
Discover the options, understand the costs and learn what ‘good care’ looks like
Living your best life with dementia
Finding solutions to overcome the barriers that stop you from doing the things you want to do when living with dementia, or caring for others.

Panel

Annabel James, Founder – Age Space
Dr. Carol Sargent, Founder – Sargent Group Consulting
Clare Jefferies, Owner – Home Instead – Wimbledon & Kingston
Ashley Jordan, Owner – One Stop Organisers



11:00 - 11:30

Coffee Break & Open Networking



11:30 - 12:10

Reclaim Your Zest for Life - Savouring Your Second Act

Join us to hear from Alison Cork MBE from Alisonathome.com on “Reclaim Your Zest for Life – Savouring Your Second Act” covering:

The First Act – the good, the bad and the ugly…thirty years of career, business, babies and family – a balancing act to rival Cirque du Soleil
The Second Act – what I saw in the mirror and what I did about it – ⁠how I view my next act



12:10 - 12:50

Freedom to Travel - The Joys & Opportunities of Adventure!

Join our panellists as we discuss “Freedom to Travel – The Joys & Opportunities of Adventure and Travel in Midlife and Beyond”

Debbie Marshall, Founder – Silver Marketing Association
Sam Clark, Founder – The Experience Group
Helen Grace, Marketing & Communications Director – Simpson Travel
Patrick Millar, Senior Manager & Head of Marketing – Kirker Holidays



12:50 - 13:00

Closing Remarks

Sarah Austin, CEO & Founder of Really Helpful Club



13:00 - 14:00

Lunch



14:30 - 15:30

Conference Networking

Drinks and informal networking for speakers, sponsors, partners and exhibitors.

Our Exhibitors

Our Exhibitors on the day feature top industry leaders and supporters who are excited to meet with all our attendees and provide valuable advice and assistance. Take the opportunity to meet and connect with our industry experts, access trusted advice and discover the latest products and services on offer.