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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Pace maker. Setting a safe level of spending in retirement that clients will stick to
Expert: Richard Parkin, Founder, Richard Parkin Consulting
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
DrawdownFinancial AdvisoryInterestMarket TrendsRetirementRetirement Planning
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Adapting to the changes in later life advice and retirement incomes
Facilitator: Richard Parkin, Founder, Richard Parkin Consulting Experts: Kevan Ramanauckis, Pensions Technical Specialist and Paul Speight, Head of Key Account Development, Canada Life
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientEquity releaseFinancial AdvisoryInflationLater lifeRetirementRetirement Planning
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Onwards and upwards. Planning for a successful retirement in challenging times
Expert: David Lane, Partner, and Business Development Technical Director, LGT Wealth LLP. Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
CIPClient ExperienceCRPFCAFinancial AdvisoryInvestmentsPensionPension adviceRegulationRegulatorsRetirement
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Intergenerational Wealth
Intergenerational Wealth - Many advisers recognised that the opportunity doesn't come without challenges but has the pandemic promoted further considerations?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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Unlocking the power of financial advice
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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Where next for retirement planning? (Sessions 2 and 3)
The two meetings addressed Thucydides’ question “The secret to happiness is freedom, isn’t it”
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019
A Meeting of Minds Winning AdvisersFinancial AdvisoryIndependent Financial AdviserRetirementRetirement Planning
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The future of retirement investing
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Cash flowFinancial AdvisoryRetirement
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Centralised investment propositions – the growing need for a tailored strategy
Centralised investment propositions – the growing need for a tailored strategy
A Meeting of Minds - Advisory Distributors - 26 November 2020
Centralised investment propositionsDiscretionaryFinancial AdvisoryFlexibilityInvestmentsPropositionRetirement
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CENTRALISED INVESTMENT RETIREMENT PROPOSITIONS – MANAGING THE INVESTMENT CHALLENGES OF DECUMULATION
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryPensions freedomsRetirement
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Centralised retirement propositions – the growing need for a decumulation strategy
Centralised retirement propositions – the growing need for a decumulation strategy
A Meeting of Minds - Winning Advisers North - 8 October 2020
AdviceDecumulation marketFinancial AdvisoryInvestmentsLater lifePensions freedomsRetirement
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Centralised retirement propositions – the growing need for a decumulation strategy (S)
Centralised retirement propositions – the growing need for a decumulation strategy
A Meeting of Minds - Winning Advisers South - 15 October 2020
AdviceDecumulation marketFinancial AdvisoryInvestmentsLater lifePensions freedomsRetirement
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GIVE ‘EM ENOUGH RISK… WHILE THE CLASH OFFERED US “GIVE ‘EM ENOUGH ROPE”, THIS SESSION WILL ASK WHETHER WE ARE OFFERING CLIENTS ENOUGH RISK
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryPensionRetirement