The Findings

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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  • Intergenerational Wealth Planning

    Many reasons such as DB transfers, property and longer life expectancy, mean that £5.5 trillion* will move hands in the UK between now and 2055. Savvy advisers need to start thinking today about how this shift in assets will affect their clients and their bottom line.

    Emily LandlessA Meeting of Minds Advisory Distributors - June 2018

    AlternativesBehavioursEngagementEquitiesExperienceFinancial AdvisoryReputationalTrends

  • The future of pensions

    Few prepare for the unexpected but experience shows perhaps we should... Yesterday’s promises are increasingly expensive: the National Insurance Fund is predicted to breach its funding solution by 2032, but reforms have tended to be piecemeal and lacking in a clearly agreed long term objective. Customer experience in current retirement solutions is neither easy nor convenient and does not engage customers or equip them to make informed decisions. From buy outs and longevity, to member options and super funds, we look at how the pension landscape is changing. Technology in the retirement industry lags behind other sectors and the pressure to keep up with ongoing regulatory change has constrained innovation to create more affordable and sustainable solutions. What will pensions and savings policy look like for future generations? Will pensions even exist? “Doing nothing” is no longer an option and eventual collapse is inevitable without major reform.* *(Source: EY report – The future of retirement – A vision for pensions delivery.)

    Emily LandlessA Meeting of Minds Winning Advisers - October 2018

    Advisory investment servicesAlternativesBehavioursDataEmerging MarketsFinancial AdvisoryTrends


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