After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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The Potential For Growing Your Business Intelligently
Expert: Duncan McKillop, Director of Corporate Development, Fidelius Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryGrowthInvestmentsPartnershipproductivityRelationships
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The Rise Of Evidence-Based And Passive Investing
Experts: Hugo White, Business Development Manager, Timeline Facilitator: Michael Lawrence, Principal Consultant, Bovill
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
costeducationFinancial AdvisoryGoals-based planningpassive investingPortfolios
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What Changes To The Tax Treatment Of Pensions, Inheritance And Allowances
Experts: Paul Speight, Business Development Director, Ingenious Facilitator: Don Wild, Founder, Wild Ochre Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
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Changes to the tax treatment of pensions, inheritance and allowances
Expert: Paul Speight Business Development Director, Ingenious Facilitator: Ben MacGregor, Director, Client Development, Savanta
25 September 2024Retirement Matters - September 2024
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Developing solutions for UK retirement income (session 1)
Expert: Claire Felgate, Head of International, Global Consultant Relations, GSAM Facilitator: Roderic Rennison, Catalyst Partners
25 September 2024Retirement Matters - September 2024
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Developing solutions for UK retirement income (session 2)
Expert: Claire Felgate, Head of International, Global Consultant Relations, GSAM Facilitator: Roderic Rennison, Catalyst Partners
25 September 2024Retirement Matters - September 2024
CommunicationeducationESGIntergenerationalRetirementretirement income
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Guaranteed retirement income: Stability vs flexibility? How do we get the pension portfolio mix right for clients? (Session 1)
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: John Lappin, Consultant
25 September 2024Retirement Matters - September 2024
Digital SolutionsDiversificationPortfoliosRegulationRetirementretirement income
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Guaranteed retirement income: Stability vs flexibility? How do we get the pension portfolio mix right for clients? (Session 2)
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: John Lappin, Consultant
25 September 2024Retirement Matters - September 2024
AnnuitiesFlexibilityInterestRegulationRetirementretirement income
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Let’s face it: with so much geopolitical uncertainty, living off invested savings in retirement is risky
Expert: Andy Sutherland, Director, Conduct Culture Ltd Facilitator: Michael Lawrence, Principal Consultant, Bovill
25 September 2024Retirement Matters - September 2024
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Oh, by the way, you can actually spend your hard-earned pension
Expert: Colin Sloss, Senior Business Development Manager, Iress Facilitator: Michael Lawrence, Principal Consultant, Bovill
25 September 2024Retirement Matters - September 2024
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Talking about the next generation - designing solutions for evolving decumulation needs
Experts: George Pullar, LV= and Heather Christie, BlackRock Facilitator: Kathy Ellison, Independent Consultant
25 September 2024Retirement Matters - September 2024
Business ModelgenerationalGoals-based planningMarketingRetirementStrategy
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Unlocking housing wealth to meet retirement goals - an untapped opportunity?
Expert: Chris Smyth, Equity Release Partnership Development Manager, LV= Facilitator: Tony Crane, Consultant
25 September 2024Retirement Matters - September 2024
CommunicationeducationEquity releaseInterestRetirementWealth management