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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Developing solutions for UK retirement income (session 1)
Expert: Claire Felgate, Head of International, Global Consultant Relations, GSAM Facilitator: Roderic Rennison, Catalyst Partners
25 September 2024Retirement Matters - September 2024
AdviceCash flowESGRetirementRetirementretirement income
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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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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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Oh, by the way, you can actually spend your hard-earned pension
Expert: Colin Sloss, Senior Business Development Manager, Iress Facilitator: Michael Lawrence, Principal Consultant, Bovill
25 September 2024Retirement Matters - September 2024
AICash flowcomplianceeducationRetirementretirement income
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Annuities – no longer quite ‘so last year’
Expert: Paul Speight, Head of Business Development, Canada Life Facilitator: Ben MacGregor, Director, Client Development, Savanta
17 October 2023New for 2023! Retirement Matters - October 2023
AdvisorsAnnuitiesClientInheritanceRetirementretirement income
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Are you doing your duty? We take a look at the FCA’s Consumer Duty regulation to see how you are faring.
Expert & facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023New for 2023! Retirement Matters - October 2023
Consumer DutyFCAgap analysisRetirementretirement incomethematic review