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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Health Check - Annuities are for life, not just for Christmas
Expert: Paul Speight, Head of Business Development, Canada Life Facilitator: Roderic Rennison, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Pace maker. Setting a safe level of spending in retirement that clients will stick to
Expert: Richard Parkin, Founder, Richard Parkin Consulting
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
DrawdownFinancial AdvisoryInterestMarket TrendsRetirementRetirement Planning
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Here we go again! The FCA is consulting on new measures to stop consumers losing on pension income when they access their pension freedoms
DrawdownFCAFinancial adviserFinancial AdvisoryFinancial servicesPensionPensions freedoms
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Here we go again. The FCA is consulting on new measures to stop consumers losing on pension incomes when they access their pension freedoms
DrawdownFCAFinancial adviserFinancial AdvisoryFinancial servicesPensionPensions freedoms