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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The "Two Stage" Intergenerational Wealth Transfer, Why It Matters And What You Can Do About It
Expert: Ross Easton, Head of Intermediary Platform Propositions, Scottish Widows Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
CommunicationDigital platformFinancial AdvisoryIntergenerationalRelationshipsWealth Transfer
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Developing solutions for UK retirement income (session 2)
Expert: Claire Felgate, Head of International, Global Consultant Relations, GSAM Facilitator: Roderic Rennison, Catalyst Partners
25 September 2024Retirement Matters - September 2024
CommunicationeducationESGIntergenerationalRetirementretirement income
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Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life UK
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
Cash flowClientIntergenerationalParaplanning CommunityRetirementRisk
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Looking Ahead - The evolution of financial planning – session 1
Expert: Melinda Lovell, Enterprise Development Director, Dynamic Planner Facilitator: John Chapman, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AdviceBusiness ModelFinancial AdvisoryIntergenerationalTechnologyTraining
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Wealth Climbers – The family dynamics at play in the inter-gender wealth transfer
Expert: Peter Neufeld, Partner - Head of Digital Customer Experience, EMEIA, EY joined by Lynn Fay from the FCA Facilitator: Rupert Neville, Independent Consultant
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
advisersClient ExperienceCommunicationIntergenerationalWealth Management and Private BankingWealth Transfer
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Inheritance Tax gets a lot of bad press but is keeping it or ditching it such a binary decision?
Expert: Dan Goss, Researcher, Demos Facilitator: Rupert Neville, Consultant
17 October 2023New for 2023! Retirement Matters - October 2023
educationInheritanceIntergenerationalParty PoliticsRetirement
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On Point - How to ensure superior reporting
Expert: Michael Feeley (SEI). Facilitator: Emma Chesney (CCS)
21 March 2023WealthTech Matters The Client - March 2023
DatagenerationalIntergenerationalnotificationsRegulationWealthTech Matters
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Longterm commitment. Forging committed partnerships
Expert: Howard Barber Facilitator: Lucian Camp
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
Consumer DutyCustomerIntergenerationalRegulationRetail Financial ServicesTechnology
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AI based planning, the emperor's new clothes or the real deal?
Expert: Samantha Christopher - Head of Proposition, Strategy, Growth, Fidelity Adviser Solutions Facilitator: Paul Miles, Silverback Consultancy (substituted because of illness by Steve Boucher, Fidelity)
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AIClient ExperienceDataEngagementFinancial AdvisoryIntergenerationalTechnology
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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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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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THE WEALTH OF FAMILIES - HAS THE PANDEMIC PROMPTED FURTHER CONSIDERATIONS?
The Wealth of families - has the pandemic prompted further considerations?
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
AdviceAdvisorsFamilyFinancial AdvisoryIntergenerationalWills