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About & Requests
Jane Portas OBE
Jane Portas is a financial expert and educator, and a former “big 4” financial services partner. She is the author of The Risks in Life Series of award-winning insight reports and financial wellbeing guides, and the creator of 6 Moments That Matter, a life-stage approach to help people to secure their financial wellbeing and organisations to improve fair financial futures. Jane holds a number of board and committee roles, she is a regular public speaker, supports third sector bodies, and works with a breadth of organisations on matters to do with financial lives and improving financial fairness in business and society.
Full biography and LinkedIn below.
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"You did the most fantastic session on pensions for my team. I remember afterwards people saying it was the most valuable hour of their life!!"
Professional & Financial Services
Jane Portas is a creative who gained a science degree and then trained as a Chartered Accountant, subsequently holding various financial services advisory and consulting roles, and serving as a Partner in two of the “big 4” accountancy and professional services firms.
She has over 30 years' business, risk and regulatory advisory experience working with UK and international financial services clients on projects ranging from strategic group restructuring and cross-border business optimisation, solvency and financial stability, through to customer and conduct matters including vulnerable customers and financial wellbeing. Her career has involved her advising on start-ups, growth strategies, M&A and run-off transactions, as well as designing and implementing strategic business and regulatory change, governance, risk and compliance frameworks for listed groups, insurers, and intermediaries. She has also held pivotal policy and supervision roles at the UK regulator, supported an international regulator to achieve Solvency II equivalence, and has provided expert evidence to the UK Treasury Committee on the implications of Brexit for the insurance sector, its customers and the regulatory framework.
Financial Fairness & Inclusion
In 2015, Jane's commitment to improving diversity and inclusion in financial services, and the vital role the sector can play in supporting female customers and women's financial resilience in society, led to her co-found Insuring Women’s Futures. The programme was established as a voluntary, market-wide, professional, public trust programme, hosted by the Chartered Insurance Institute to improve women’s and society’s financial resilience. It ran until 2021 following the handover of its manifesto recommendations and the publication of its impact report.
Jane is the author of The Risks in Life Series, a body of work using risk management techniques required by financial firms, to analyse people’s Financial Life Journeys, and to assess the impact of Risks in Life on financial wellbeing through the life course.
This includes her authorship of Insuring Women's Futures' practical research insight reports and financial wellbeing guides, and its public manifesto, following the coming together of a 150-strong Market Task Force. Manifesto recommendations have been progressed by financial firms, industry and professional bodies, the Money and Pensions Service as part of its national strategy for financial wellbeing, the Financial Conduct Authority and third sector.
6 Moments That Matter
The findings of Jane's research work on Risks in Life led her to create 6 Moments That Matter, key life stages where circumstances, events and decisions have implications for all people's financial futures. Subsequently, she developed an associated PEOPLE Framework, to inform strategies, policies and practices that employers, businesses, financial services organisations, regulators and policymakers may adopt to improve fairer financial futures.
Jane's work includes numerous materials providing insight and practical suggestions for organisations, considering various aspects of Risks in Life as well as generational and intersectional differences, and financial wellbeing guides for people.
Portfolio & Advisory
Jane now has a portfolio career, is a financial educator and public speaker to both personal and professional audiences, and serves as a non-executive on various boards and committees.
She supports societal bodies and third sector organisations involved in creating change aligned to 6 Moments That Matter's purpose, and works with business and policy organisations to further inclusive approaches to improve financial futures and to address financial fairness as part of Environment, Social & Governance strategies.
Having experienced first-hand through her engagement with multiple and diverse audiences, the positive impact 6 Moments That Matter has on engaging people and helping them to better understand and navigate money and life, including how to prevent financial and fairness gaps, she is currently developing scale up solutions to broaden its reach.
Jane's recent focus includes young financial futures, pensions and divorce in later life, women's pensions wellbeing and the menopause, the impact of economic abuse on lifelong financial security, black people’s Financial Life Journeys and how trends in Risks in Life facing our future society parallel with climate change.
Following a request from the charity, Surviving Economic Abuse, using 6 Moments That Matter and the PEOPLE Framework, she authored a series of reports illustrating risk of economic abuse at key life stages, and how financial services firms and employers can take preventative action as well as support vulnerable customers and employee survivors. The recommendations are supported by the Domestic Abuse Commissioner, UK Finance, the Association of British Insurers, and the Financial Conduct Authority. Jane also created the first-ever preventative financial wellbeing guide for women to raise awareness of economic abuse and support survivors.
Positions & Awards
Jane is a member of Women’s Business Council and the Global Advisory Board of The ISC Group, a global network of female insurance business leaders. She is an adviser to Surviving Economic Abuse, and a former trustee of the Centre for Ageing Better.
Her work to improve financial futures has been widely recognised and has received a series of industry and corporate social responsibility awards.
In 2021, Jane was awarded an Honorary Fellowship of the Chartered Insurance Institute.
In 2023, Jane was awarded the Order of the British Empire in King Charles III's first New Years Honours, for services to business and to equality, for her work with financial industries and on gender equality.
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