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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  • The future of pensions

    Few prepare for the unexpected but experience shows perhaps we should... Yesterday’s promises are increasingly expensive: the National Insurance Fund is predicted to breach its funding solution by 2032, but reforms have tended to be piecemeal and lacking in a clearly agreed long term objective. Customer experience in current retirement solutions is neither easy nor convenient and does not engage customers or equip them to make informed decisions. From buy outs and longevity, to member options and super funds, we look at how the pension landscape is changing. Technology in the retirement industry lags behind other sectors and the pressure to keep up with ongoing regulatory change has constrained innovation to create more affordable and sustainable solutions. What will pensions and savings policy look like for future generations? Will pensions even exist? “Doing nothing” is no longer an option and eventual collapse is inevitable without major reform.* *(Source: EY report – The future of retirement – A vision for pensions delivery.)

  • The Future of Platforms

    With platforms being a market that has seen significant growth in the last five years, doubling from £250bn to £500bn assets under administration (AUA), with more customers than ever deciding to use a platform to manage their money, what do we think about the FCA's proposed remedies to improve competition? Is it encouraging that the FCA has recognised the important role of platforms in the value chain? How can the market truly deliver the benefits it is intended to provide? What do you want from a platform – a transactional hands-off relationship or a long-term, deeper relationship with a business that can offer practice management support for the growth of your business for the benefit of your client? Platforms hold a huge amount of data on fund flows, contribution levels, withdrawals, dividend reinvestment, cash management etc – and are uniquely placed to see trends across clients at an aggregate level across all advisers within your business, all advisers in your region and across all advisers using the platform –in total – what value might this platform insight be of to you as a business owner and for your advisers and paraplanners?

  • Working with solicitors in 2019 and beyond

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