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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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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Centralised retirement propositions – the growing need for a decumulation strategy
Centralised retirement propositions – the growing need for a decumulation strategy
A Meeting of Minds - Winning Advisers North - 8 October 2020
AdviceDecumulation marketFinancial AdvisoryInvestmentsLater lifePensions freedomsRetirement
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Centralised retirement propositions – the growing need for a decumulation strategy (S)
Centralised retirement propositions – the growing need for a decumulation strategy
A Meeting of Minds - Winning Advisers South - 15 October 2020
AdviceDecumulation marketFinancial AdvisoryInvestmentsLater lifePensions freedomsRetirement
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Dealing with clients in later life
Financial adviserFinancial AdvisoryFinancial servicesLater lifeLPAVulnerable clientWills