Events to support you

Key speakers will cover relevant topics designed to help you achieve better financial outcomes for your clients.

Industry insight

We are hosting a number of events across the UK. Our events will provide you with industry insight and the opportunity to discuss subjects that are relevant to you.

Our events will also give you access to CPD accredited content in a face to face environment to assist and support you in running your business.

Event details

Take a look at our events and locations below.

If registration is open you can click through to enter your details. You can also speak to your Standard Life contact for more information.

Future events

Event name Date Time Venue Topic Event registration
Standard Life Pensions Technical Seminar - Tax Year Planning 11/04/2018 9:00am - 3:45pm The Gherkin 30 St Mary Axe EC3A 8BF Technical Workshop presented by Mark King: Pensions Technical & Tax Year Planning and other Key pension topics Contact your Standard Life Account Manager
Ready for Retirement? 17/04/2018 8:30am - 12:00pm Rudding Park, Harrogate
  • Investing at retirement – considerations and potential solutions
  • Delivering your client retirement service via the pension investment account
  • Topical compliance update from threesixty services
  • A look at a new free of charge cash flow modelling tool to support the delivery of your Client Retirement Service Proposition
  • Creating a world class client review, with a look at some simple tools and templates to demonstrate the value you provide to your clients
Register
Adviser Edge Intergenerational Financial Planning 24/04/2018 8.30am for 8.45am – 11am finish
Tea, coffee, breakfast rolls on arrival
Bartley Lodge, Cadnam, Lyndhurst Rd, Southampton SO40 2NR Technical seminar, hosted by Mark King, will be tackling a number of topical issues including:
  • What is driving demand
  • Supporting better customer outcomes - the FCA view
  • Refining your retirement advice proposition – with a focus on tax and estate planning policy
  • Evolving CRP into Intergenerational financial planning
Contact your Standard Life Account Manager
Adviser Edge – Intergenerational Planning whilst Developing a Family Office 25/04/2018 Arrive & register 9:00am for 9.30am start (to finish by 11.30am) The Hog's Back Hotel and Spa Farnham, Seale, Farnham, Surrey, GU10 1EX
  • Why demand for retirement advice is increasing
  • What the key advice considerations are
  • How to meet growing regulatory expectations
Contact your Standard Life Account Manager
25/04/2018 Arrive & register 1.00pm for 1.30pm start (to finish by 3.30pm) Copthorne Hotel London Gatwick, Copthorne Way, Copthorne, Sussex, RH10 3PG
GDPR 08/05/2018 9:00am for 9:30am start - 11:00am Marriot Worsley Park Hotel
Worsley
Manchester
M28 2QT
GDPR: Standard Life Aberdeen’s approach to preparing for the new regulation.
Presented by Fiona Cadger, Standard Life Aberdeen's Head of Data
Contact your Standard Life Account Manager
GDPR 08/05/2018 1:00pm for 1:30pm start - 3:00pm Thorpe Park Hotel & Spa
1150 Century Way
Leeds
LS15 8ZB
GDPR: Standard Life Aberdeen’s approach to preparing for the new regulation.
Presented by Fiona Cadger, Standard Life Aberdeen's Head of Data
Contact your Standard Life Account Manager
Holistic Financial Planning in Action 22/05/2018 1:00pm - 6:00pm Best Western Premier Yew Lodge Hotel & Conference Centre
33 Packington Hill
Kegworth
Derby
Derbyshire
DE742DF
Technical Workshop presented by John Makin:
This interactive workshop will examine the financial planning needs of some example clients, their business and their immediate family.
Contact your Standard Life Account Manager
Midlands Technical Club Summer 2018 24/05/2018 1:00pm - 4:15pm Bromsgrove Golf Centre
Stratford Road
Bromsgrove
B60 1LD
Technical Workshop presented by John Makin:
Focusing on areas on Holistic Financial Planning
Contact your Standard Life Account Manager
Midlands Technical Club Summer 2018 30/05/2018 9:00am - 12:00pm The Mount Hotel
Wolverhampton
Mount Rd
Wolverhampton
WV6 8HL
Technical Workshop presented by John Makin:
Focusing on areas on Holistic Financial Planning
Contact your Standard Life Account Manager
Retirement Planning Workshop 21/06/2018 10:00am - 1:00pm Focus Solutions Office
Leam Cranford House
Kenilworth Road
Leam Cranford House
Leamington Spa
Warwickshire
CV32 6RQ
Technical Workshop presented by John Makin:
Retirement planning, pre & post retirement
Cashflow modelling over lunch
Contact your Standard Life Account Manager

Past events with collateral

Event name Date Time Venue Topic Event registration Event collateral
Adviser Edge 06/06/2017   Newcastle Marriot, Gosforth Park Final Salary / DB to DC Seminar Contact your Standard Life Account Manager Presentation
Adviser Edge 01/06/2017   Manor House, Castle Combe DB or DC? Helping you advise with confidence Contact your Account Manager Presentation
Adviser Edge 31/05/2017   Devon Hotel, Exeter DB or DC? Helping you advise with confidence Contact your Account Manager Presentation
Adviser Edge 25/05/2017   The Copthorne Hotel, Effingham DB or DC? Helping you advise with confidence Contact your Account Manager Presentation
Adviser Edge 22/05/2017   Holiday Inn, Brentwood DB or DC? Helping you advise with confidence Contact your Account Manager Presentation
Adviser Edge 16/05/2017   Aberdeen, Doubletree Aberdeen Treetops DB or DC? Helping you advise with confidence Presentation
Adviser Edge 11/05/2017   Nottingham, Best Western Yew Lodge Hotel, Kegworth DB or DC? Helping you advise with confidence Presentation
Adviser Edge 10/05/2017   Sheffield, Tankersley Manor DB or DC? Helping you advise with confidence Presentation