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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WILL M&A ACTIVITY BE AFFECTED BY THE FCA’S ACTIVITIES?
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Will the introduction of a Retirement Interest Only (RIO) mortgage prove to be a carnival samba for the lifetime mortgage sector or the last waltz?
We are all living longer (hurrah!) but a lot of us have to work longer (boo!) and this will only increase in the future...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
AdviceAdvisorsFlexibilityInterestmortgageRetail Financial ServicesRetirement
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Will the UK Challenger Banks become the platform of choice for consumers in the new open banking ecosystem?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
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With the advent of PSD2, let’s focus on mortgages and consider the strategies you might adopt to hang on to your customers
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2017
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Working with solicitors in 2019 and beyond
Financial adviserFinancial AdvisoryFinancial servicesLaw in financial servicesLegal advice
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Your clients are investing in lending: can you afford to ignore it?
As you may know Direct Lending was the world's fastest growing asset class in 2017. Changes to banking regulation post-2008 have led to its rapid growth and acceptance amongst institutional investors. Despite its recent popularity, it's something many advisers haven't worked with much but can you really afford to ignore it? We believe the answer is No. In this session, we will focus on the opportunity for advice. The majority of UK retail investors in Direct Lending have invested without advice, thanks in part to the strong growth of the Innovative Finance ISA and the very low rates available on Cash ISAs. But are investors taking on risk without understanding it? And does this mean there is an opportunity to advise?
AdviceArtificial IntelligenceBehavioursDigitalEngagementTrends
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Your value proposition, increasing margins and lowering costs
Your value proposition, increasing margins and lowering costs
A Meeting of Minds - Winning Advisers North - 8 October 2020