The tenth Winning Advisers took place on Tuesday 13 October 2015 at Tylney Hall, Hampshire. This document summarises key issues raised in the topics discussed during the roundtables that took place on theday.

Winning Advisers is a strategic forum organised by Owen James. It is an opportunity for some 60 plus CEOs and MDs of the top 60-400 IFAs; product and service providers and industry experts to meet in a neutral environment where they can examine industry issues, opportunities and develop business strategies to address them.

Participants enjoy access to strategic insight, active involvement in shaping the industry and networking at the highest level.

The core of the Meeting involves a series of boardroom style sessions addressing a pre-researched and pre-agreed agenda, with open discussion led by objective and professional moderators. External speakers spark debate and encourage fresh and original thinking.

This Report

The Roundtable Sessions were moderated by:

  •          Mr Rod Bryson – CapGemini
  •          Mr Chris Davies – EngageInsight
  •          Charo Garzon –Paradox
  •          David Ingram – Aim TwoThree
  •          Mr Malcolm Kerr –EY
  •          Ms Sarah McLeish –EY
  •          Jeremy Oakley –KPMG
  •          Innes Miller – ScydoniaWealth
  •          Mr Roderic Rennison – RennisonConsulting 

We are very grateful for the time and energy they have expended on making Winning Advisers a success and hope you will consider this report an interesting, thought-provoking and accessible read. As ever your feedback is much appreciated.

We would also like to thank the independent experts who were part of the sessions for sharing their knowledge and giving us their time and energy both in the run up to Winning Advisers and on the day.

The Sponsors

We would like to thank all our sponsors, without whom the event would not have been possible. The following groups took part in the Meeting and their motivation for taking part is threefold:

  •          To be, and to be seen as being, supportive of theindustry;
  •          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 businessesare strategicallyaligned.

To find out more about taking part, please contact: Emily Landless at Owen James:  or you can contact her on 01483 862 698.

The Findings


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  • Open Banking – the opportunity for advice firms

    With the arrival of Open Banking, It is essential that Advisers understand the benefits and can overcome client concerns on data security to capitalise on this opportunity.

  • Personal finance goes digital

    A confluence of factors including regulatory change and technological progress are changing the face of personal finance. Digital technology is being adopted and is transforming the delivery of client advice processes, enhancing client service and reducing costs and advisers must evolve or die.

  • Personal finance goes digital. How ready are you? - October

    Personal financial management is on the cusp of a fundamental transformation. For many years, the traditional face-to-face advisory model has provided a service to the minority of the population who can afford it. A confluence of factors including regulatory change and technological progress are now combining to enable a new means of customer engagement. With banking services slowly but surely moving towards being mobile-first, digital innovators have wealth management in their sights as an industry that is ripe for disruption. Meanwhile, a shift in pensions responsibility from the corporate to the individual and the rise of the gig economy has put retirement affordability, and more generally personal financial wellbeing firmly in the spotlight. While traditional financial advice remains unattainable for most, a suite of digital products and services are being developed to fill the gap. Disrupt or be disrupted- attempts to create new, viable business models for the digital age will flounder unless people and organisations are willing to disrupt themselves.

  • Powering Your Business – placing the adviser at the heart of the value chain

    It shouldn’t come as a surprise that most of our delegates (71% in fact) use an in-house CIP approach for their investment portfolios; followed by 38% using a third party CIP approach, but maybe it is time to have a good look at all the options out there.

  • Preparing for growth

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