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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How Do We Get The Pension Portfolio Mix Right For Clients?
Expert: Gemma Mitchell, Business Development Manager – Retail Intermediary Distribution, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
AIFinancial Advisoryretirement incomeRetirement PlanningTechnologyVulnerable
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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
AdviceFCARegulationRetirementRetirement PlanningVulnerable
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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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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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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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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?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Advisory investment servicesAPIClient ExperienceFinancial AdvisoryHumanInterestInvestmentsRetirement Planning
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The Future of Advice
The Future of Advice
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
AdvicefeesFinancial adviserFinancial servicesHumanRetirement PlanningvalueWealth Management and Private Banking
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Where next for retirement planning? (Sessions 2 and 3)
The two meetings addressed Thucydides’ question “The secret to happiness is freedom, isn’t it”
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserRetirementRetirement Planning