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.
Future proofing prices is the new norm
Perspectives on an intergenerational wealth and planning proposition. Does one size fit all?
Teaser pricing is a common route to attract customers, over time the need to provide value for customers has had to become balanced against the need to subsidise new customer acquisition costs.