Key speakers will cover relevant topics designed to help you achieve better financial outcomes for your clients.
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.
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.
|Event name||Date||Time||Venue||Topic||Event registration|
|Investment and Technical update||01/11/2018||10:45 - 13:00||Carlisle Golf Course, Aglionby, Carlisle, CA4 8AG||MyFolio update and IHT Planning||Contact your Standard Life Account Manager|
|Owner Business & Pension||05/11/2018||13:30 - 15:00||Best Western Premier Yew Lodge – Packington Hill, Kegworth, Derby , DE74 2DF||Understanding the options of profit extraction
Entrepreneurs and business relief
Salary v Dividend v Pensions
Carry Froward and Freedoms
Understanding and articulating to clients
Apply knowledge to case studies
The session will be run by Tony Davies our Senior Technical Consultant
|Please contact your account manager|
|Technical Seminar||20/11/2018||09:15 - 11:15||The Mount Hotel, Mount Road, Wolverhampton, WV6 8HL||Holistic IHT and Trust Planning||Contact your Standard Life Account Manager|
|Thought Leadership Event||21/11/2018||09:30 (10:00 start) - 13:00 followed by lunch||Marriot Hotel, Hale Road, Hale Barns, Altrincham, WA15 8XW||IFA Principals Event||Contact your Standard Life Account Manager|
|Taking your CRP to the next level||28/11/2018||09:00 - 12:00||American Express Community Stadium, Village Way, Falmer, Brighton, BN1 9BL||To help you refine your current CRP, to develop a robust and repeatable retirement advice process and take it to the next level||Contact your Standard Life Account Manager|
|Taking your CRP to the next level||28/11/2018||13:30 - 16:00||West Malling Golf Club, Trottiscliffe Road, West Malling, Kent, ME19 5AR||To help you refine your current CRP, to develop a robust and repeatable retirement advice process and take it to the next level||Contact your Standard Life Account Manager|
|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|
|DB transfer advice Update – where we are & what’s coming – presented by Bob Gordon||06/06/2018||Webinar||The DB transfer advice framework has changed. And there's more change coming.
What FCA expects good DB transfer advice to look like - and why How to get ready for APTA and TVC
Why insight from the latest consultation can help you future-proof your advice model