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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Later life lending. How the wealth we hold in our property is becoming an ever more vital resource
Expert: Paula Hughes, Jayan Taank Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
distributionFinancial EducationInterestMortgagesPensionRetail Financial Services
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The Future of Saving Accounts
Do customers just invest based on rate or do they offset this against ease of withdrawal, brand or service?
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
BrandBrexitCompetitionCustomerDigitalInterestLegislationRetail Financial Services
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Will the introduction of a Retirement Interest Only (RIO) mortgage prove to be a carnival samba for the lifetime mortgage sector or the last waltz?
We are all living longer (hurrah!) but a lot of us have to work longer (boo!) and this will only increase in the future...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
AdviceAdvisorsFlexibilityInterestmortgageRetail Financial ServicesRetirement