Findings from Bank and Brand Distribution of Retail Financial Services - 6 October 2022

The Context:

The 30th Meeting of Minds Bank and Brand Distribution of Retail Financial Services took place on Thursday 6 October as a hybrid event.

This Meeting is a strategic forum organised by Owen James bringing together senior executives involved in setting strategy across distribution, client services, product design and marketing - for a blend of interactive roundtables addressing a carefully curated agenda, external keynotes and networking.  

This document captures the outputs from the programme of interactive roundtables that took place.

The Sponsors:

We would like to thank all our sponsors whose financial contribution enabled the Meeting to take place. The following groups took part in this Meeting and their motivation for taking part was threefold:

  • To be, and to be seen, as being supportive of the industry;
  • To understand the stresses and strains being placed on the industry and, where possible, respond to them; and
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.

The Facilitators:

We would also like to thank our facilitators. The roundtables are key to the success of A Meeting of Minds and integral to that role are our facilitators, ensuring that the roundtables maintained their focus and encouraging participation from all delegates:

  • Chris Shaw
  • Lucian Camp
  • Rob Harradine
  • Kevin Mountford
  • Tony Crane
  • Sanna Jordannson
  • Kathy Ellison
  • Ben MacGregor
  • Phil Alcock


  • Golden Charter
  • Legal and General - Retail
  • EValue Limited
  • Optimise
  • HUB Financial Solutions

The Findings


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SHOWING 1 - 5 of 10