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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What are the different investment approaches for the different stages of retirement?
Expert: Paul Speight from Canada Life & Henny Dovland from Time Investments Facilitator: Rupert Neville, Consultant
17 October 2023New for 2023! Retirement Matters - October 2023
complianceInvestmentsPerformanceRegulatorsRetirementRetirement
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UK Retirement: Are Consumers Over Confident?
Expert: Philip May - Director Capital Group Facilitator: Don Wild
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ConsumerGatekeepersInflationInvestmentsMarket TrendsRetirement
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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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Unlocking the power of financial advice
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
COVIDFinancial AdvisorygenderInvestmentsPensionRetirement
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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 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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REGULATORY IMPACT WITHIN THE NON WORK PLACE PENSIONS MARKET
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryInvestmentsPensions freedomsRegulationRetirement