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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Advice Review - Securing Good Retirement Outcomes in a Challenging Economic Climate
Expert: Warren Bright, Head of Retail Distribution, Standard Life Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
ClientFinancial AdvisoryFinancial EducationRetirementTalenttax
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Wealth Curve – Managing the new risks, rules and requirements
Expert: Jessica Reed, Partner, Financial Services, Farrer & Co Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceConsumerFCAFinancial AdvisoryFinancial EducationTechnology
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A look at the affordability of housing
Expert: Pete Docker, Chief Commercial Officer, Generation Home Facilitator: Evie Owen
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
affordabilitycredit worthinessdepositFinancial EducationhousingMortgage
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Impact testing. Can more be done to address social inequality?
Expert: Tony Crane, Andrew Gething Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Client Data ManagementFinancial EducationFinancial servicesRetail Financial ServicesVulnerable clientWealth
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Later life lending. How the wealth we hold in our property is becoming an ever more vital resource
Expert: Paula Hughes, Jayan Taank Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
distributionFinancial EducationInterestMortgagesPensionRetail Financial Services
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The Wealth of Families, Has the Pandemic Prompted Further Consideration?
Expert: Jon Hogg, Retirement Specialist and Tom Hawkins, Regional Manager, Facilitator: Martyn Laverick from Paul Harper M&A
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientClient acquisitionCommunicationCustomerEngagementFinancial adviserFinancial AdvisoryFinancial EducationFinancial servicesIntergenerationalOnboardingTechnologyWealthWealth TransferWealth Transfer Generation Gap
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WE NEED TO HELP CHILDREN & YOUNG PEOPLE UNDERSTAND MONEY......
A Meeting of Minds Advisory Distributors - 28 November 2019
FCAFinancial AdvisoryFinancial Educationsavings
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We need to help children and young people understand money
In order to financially educate young people to increase their understanding of finances and the practical implications for everyday life, children need to learn from their parents or at school.
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 3 October 2019
ClientFinancial EducationRetail Financial Services