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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Help Your Clients Retire With Confidence By Powering Up Your CRP
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, journalist and consultant
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
advisersDecumulation marketFinancial AdvisoryRetirementRisktax
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What Changes To The Tax Treatment Of Pensions, Inheritance And Allowances
Experts: Paul Speight, Business Development Director, Ingenious Facilitator: Don Wild, Founder, Wild Ochre Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
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Changes to the tax treatment of pensions, inheritance and allowances
Expert: Paul Speight Business Development Director, Ingenious Facilitator: Ben MacGregor, Director, Client Development, Savanta
25 September 2024Retirement Matters - September 2024
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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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Excellent report – enhanced reporting solutions to meet evolving client needs
Expert: Mina Patel, Client Reporting Consultant at FSL Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
DataInvestmentsreportingtaxWealth managementWealthTech Matters