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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Age of AI - The potential for driving adviser productivity
Expert: Rob Tedder, Account Manager UK, Conquest Planning Facilitator: Ben Wright, Director of Progress, Change Squared and Paul Miles, Founder, Silverback Consultancy
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIDataFinancial adviserFinancial Advisoryoutcomesproductivity
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Firm Ground - Striking the balance between efficiency and experience
Expert: Chris Jones, Proposition Officer, Dynamic Planner Facilitator: Gilly Green, FoxRed Insights
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIClient ExperienceConsumer DutyDataDigital platformFinancial Advisory
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In Full View - How to improve the client experience for competitive advantage
Expert: Rowan Jackson, Promising Outcomes Facilitator: Gilly Green, FoxRed Insight
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClient ExperienceCompetitionDataFinancial AdvisoryTrust
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Data Management. How data can empower your client experience
Expert: Barry Neilson Facilitator: Innes Miller
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client Data ManagementClient ExperienceDataDigitalFinancial AdvisoryTechnology
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Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology
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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.)
A Meeting of Minds Winning Advisers - October 2018
Advisory investment servicesAlternativesBehavioursDataEmerging MarketsFinancial AdvisoryTrends