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.
Hire, train and keep the right people
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
There are big societal issues to be solved, particularly looming retirement poverty and there is a lack of solutions and planning. Sadly, people are living longer but iller lives rather than longer healthy lives meaning that more people need longer later life care and there is pressure nationally. As professionals in the FS industry, our collective role is to try to tackle these problems.
The industry has failed to become properly diverse, by gender, ethnicity, and age, and is still failing to properly appeal to women, ethnic minorities and younger people