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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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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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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What your clients are too smart to know – and how the regulator thinks you should handle that. (Session 1)
Experts: Ali Crossley, Managing Director, Distribution - L&G Retail; Cecilia Furner, Director of Distribution for Retail Annuities – Legal & General; Keith Richards, CEO Consumer Duty Alliance and Personal Finance Society Facilitator: Gilly Green, Business Adviser and Mentor, Director, FoxRed Insight
25 September 2024Retirement Matters - September 2024
Cash flowFCARegulationRetirementRetirement PlanningSegmentation
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Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life UK
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
Cash flowClientIntergenerationalParaplanning CommunityRetirementRisk
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How technology should be used to ensure that data from fact finds and analysis can be used as evidence to prove good outcomes
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
advisersCash flowCommunicationDataIntegrated systemsParaplanning Community
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Duty of Care - The need for evidencing reliable risk profiles
Expert: Paul Tinkler, Defaqto Facilitator: Paul Kearney, Director, Asset Risk Consultants (UK) Limited
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023A Meeting of Minds Advisory Distributors - November 2022
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Changing Behaviour - Why investors should be wary of cash or short duration bonds
Expert: Jason Borbora-Sheen, Portfolio Manager, Ninety One Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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Growing pains. Barriers to scaling an IFA practice
Expert: John Chapman Facilitator: Duncan McKillop, Fidelius
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Cash flowcomplianceFinancial AdvisoryGrowthIndependent Financial AdviserRecruitment
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The future of retirement investing
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Cash flowFinancial AdvisoryRetirement
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How and why has cash become an integral part of the holistic financial planning process?
How and why has cash become an integral part of the holistic financial planning process, rather than just being a peripheral concern, and how is the cash world likely to evolve in the future.
A Meeting of Minds - Winning Advisers South - 15 October 2020
AdviceCash flowClientFinancial AdvisoryInvestmentsRisksavings
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Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
A Meeting of Minds - Winning Advisers South - 15 October 2020
Cash flowEngagementFinancial AdvisoryPricingPropositionSegementationTechnologyWealth Transfer Generation Gap