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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Companies with a highly engaged workforce are more profitable
What sort of people are you looking to hire and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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Companies with a highly engaged workforce are more profitable...
... so what sort of people are you looking to hire these days and what are you offering them that makes you so special?
Employee engagementEmployee Value PropositionEmploymentFinancial adviserFinancial AdvisoryFinancial services
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DB transfers in 2020
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
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DB transfers: A 2020 view
DB transfersFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity Insurance
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Dealing with clients in later life
Financial adviserFinancial AdvisoryFinancial servicesLater lifeLPAVulnerable clientWills
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Here we go again! The FCA is consulting on new measures to stop consumers losing on pension income when they access their pension freedoms
DrawdownFCAFinancial adviserFinancial AdvisoryFinancial servicesPensionPensions freedoms
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Here we go again. The FCA is consulting on new measures to stop consumers losing on pension incomes when they access their pension freedoms
DrawdownFCAFinancial adviserFinancial AdvisoryFinancial servicesPensionPensions freedoms
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How crucial is to control all your client's wealth?
Might it be a better strategy to be your client's key financial adviser?
DiscretionaryFinancial adviserFinancial AdvisoryFinancial servicesPersonal Indemnity InsuranceWealth
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How to exit your company and be happy with the outcome.
AcquisitionFinancial adviserFinancial AdvisoryFinancial servicesM&AMergerPrivate Equity
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Let's join the 10 year challenge and look at our business models
Financial adviserFinancial AdvisoryFinancial servicesPlatform providers
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Preparing for growth
Business developmentClient acquisitionFinancial adviserFinancial AdvisoryFinancial servicesGrowth
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So you want to go digital?
CRMDigitalDigital platformDigitalisationEngagementFinancial adviserFinancial AdvisoryFinancial servicesStrategyTechnology
