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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Impact testing. Can more be done to address social inequality?
Expert: Tony Crane, Andrew Gething Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Client Data ManagementFinancial EducationFinancial servicesRetail Financial ServicesVulnerable clientWealth
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Later life lending. How the wealth we hold in our property is becoming an ever more vital resource
Expert: Paula Hughes, Jayan Taank Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
distributionFinancial EducationInterestMortgagesPensionRetail Financial Services
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Longterm commitment. Forging committed partnerships
Expert: Howard Barber Facilitator: Lucian Camp
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerIntergenerationalRegulationRetail Financial ServicesTechnology
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The financial advice revolution is here. How digital advice is enhancing, not replacing the financial adviser
Expert: Chet Velani Facilitator: Chris Shaw
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
AdviceDigitalFinancial adviserHybridRetail Financial Services
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What does the future of savings and investments look like?
Expert: Kevin Mountford & Chris Shaw Facilitator: Chris Shaw
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Financial servicesInvestmentsOpen BankingPlatform providersRetail Financial Servicessavings
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Adapting to the changes in later life advice and retirement incomes
Facilitator: Richard Parkin, Founder, Richard Parkin Consulting Experts: Kevan Ramanauckis, Pensions Technical Specialist and Paul Speight, Head of Key Account Development, Canada Life
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientEquity releaseFinancial AdvisoryInflationLater lifeRetirementRetirement Planning
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AI based planning, the emperor's new clothes or the real deal?
Expert: Samantha Christopher - Head of Proposition, Strategy, Growth, Fidelity Adviser Solutions Facilitator: Paul Miles, Silverback Consultancy (substituted because of illness by Steve Boucher, Fidelity)
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIClient ExperienceDataEngagementFinancial AdvisoryIntergenerationalTechnology
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Consumer Duty Calls. Is it time to dial up the dialogue with the FCA?
Expert: Chris Shaw, Dundas Consulting Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
ClientConsumer DutyFCAFinancial AdvisoryRegulationRegulatorsRisk
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Data should be your rocket fuel, why isn't it?
Facilitator: Martyn Laverick Expert: Barry Neilson
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIConsumer DutyDataFinancial AdvisoryPlatform providersRegulationTech
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Fair Trade. The opportunities and challenges of M&A for growth in the current market environment
Expert: John Chapman, Catalyst Partners Ltd Facilitator: Roderic Rennison, Catalyst Partners Ltd
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AcquisitionFinancial AdvisoryIndependent Financial AdviserM&AMergerValuationWealth management
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Freedom in a Framework. The foundation for the inorganic and organic growth
Facilitator: John Chapman Expert: Nick Blake
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientCultureFinancial AdvisoryGrowthOrganic GrowthRecruitmentvalue
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Future Proofing. How to make tomorrow better than today
Expert: Jess Foulds, Global Responsible Investment Senior Manager Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Advisorsclimate changeESGFinancial AdvisoryRegulationRisksustainable