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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Ensuring Compliance With The FCA's Sustainability Disclosure And Labelling Regime
Expert: Neil Hill, Partner - Head of Adviser Team, Tribe Impact Capital Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
FCAFinancial AdvisoryInvestmentsPerformanceRegulationsustainable
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The Increasing Regulatory Demands And The Impact Of The Consumer Duty
Experts: Nick Hulme, Michael Lawrence, and Keith Richards Facilitator: Michael Lawrence
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
AdviceClientConsumer DutyFinancial AdvisorygenerationalRegulation
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Guaranteed retirement income: Stability vs flexibility? How do we get the pension portfolio mix right for clients? (Session 1)
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: John Lappin, Consultant
25 September 2024Retirement Matters - September 2024
Digital SolutionsDiversificationPortfoliosRegulationRetirementretirement income
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Guaranteed retirement income: Stability vs flexibility? How do we get the pension portfolio mix right for clients? (Session 2)
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: John Lappin, Consultant
25 September 2024Retirement Matters - September 2024
AnnuitiesFlexibilityInterestRegulationRetirementretirement income
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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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What your clients are too smart to know – and how the regulator thinks you should handle that. (Session 2)
Experts: Ali Crossley, Managing Director of Distribution for Retail and Workplace business, Legal & General; 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
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Empowering Teams through Next-Generation Technologies – How AI, the latest tech platforms and tools can transform your operating model July 2024
Expert: Matthew Baldwin, Lead Field Sales Executive, SS&C Technologies Facilitator: Ben Hammond, the Lang cat
04 July 2024WealthTech Matters The Adviser - July 2024
Digital SolutionsFinancial servicesLegacy SystemsRegulationTechnologyWealthTech Matters
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Increasing Obligations - Managing the Rules and Requirements
Expert: Olivia Shaw, Head of Compliance, Tribe Facilitators: James Marshall, Principle Consultant, Bovil
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AdviceCommunicationFinancial AdvisoryRegulationsustainableVulnerable client
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Potential Impact of a Labour Party Victory on the Financial Services Industry
Expert: Ralph Jackson, Independent Consultant Facilitator: Sam Shaw, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
ElectionsFinancial AdvisoryFinancial servicesLabourRegulationsustainable
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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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Data driven – how to evidence value with a ‘less is more’ approach
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
AIDataRegulationSecurityvalueWealthTech Matters
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Looking Ahead - The evolution of financial planning – session 2
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
ClientFinancial AdvisoryOrganic GrowthRegulationRetentionTechnology