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 |
|---|---|---|---|---|---|
| James Millard - Round table event | 04/09/2019 | 12:30 for 13.00 – 15.00 | Hotel du vin, Thames street, Poole BH15 1JN | James Millard, Head of Portfolio Management at ASI will host a Round table discussion on various industry topics, plus ASI’s new index funds. | Contact your Standard Life Account Manager |
| Managing the impact of regulatory change and the rising interest in ESG | 05/09/2019 | 09.00 – 11.00 | Surrey Downs Gold Club, Outwood Lane, Tadworth KT20 6JS | Refining your investment proposition to deliver better business and client outcomes in a new MIFID world, Preparing your investment proposition to deal with more socially responsible minded individuals and Utilising an appropriate investment withdrawal and tax policy to demonstrate the value you are providing to your clients. | Contact your Standard Life Account Manager |
| Managing the impact of regulatory change and the rising interest in ESG | 05/09/2019 | 13.00 – 15.00 | The Hickstead Hotel, Jobs Lane, Haywards Heath RH17 5NZ | Refining your investment proposition to deliver better business and client outcomes in a new MIFID world, Preparing your investment proposition to deal with more socially responsible minded individuals and Utilising an appropriate investment withdrawal and tax policy to demonstrate the value you are providing to your clients. | Contact your Standard Life Account Manager |
| Offshore Bond Workshop - Session 1 | 06/09/2019 | 09.00 for 09.30 – 11.30 | Sandy Park, Exeter, EX27NN | Dispelling the fear about Offshore Bonds & potential FSCS changes when the UK leaves the EU | Contact your Standard Life Account Manager |
| Offshore Bond Workshop - Session 1 | 06/09/2019 | 14.30 for 15.00 – 17.00 | Kendleshire Golf Club, BS36 2UY | Dispelling the fear about Offshore Bonds & potential FSCS changes when the UK leaves the EU | Contact your Standard Life Account Manager |
| Offshore Bond Workshop - Session 1 | 10/09/2019 | 08.30 for 09.00 – 11.00 | Solent Conference Centre, SO14 0YN | Dispelling the fear about Offshore Bonds & potential FSCS changes when the UK leaves the EU | Contact your Standard Life Account Manager |
| Offshore Bond Workshop - Session 1 | 13/09/2019 | 09.30 for 10.00 – 12.00 | Hilton Reading, RG2 0GQ | Dispelling the fear about Offshore Bonds & potential FSCS changes when the UK leaves the EU | Contact your Standard Life Account Manager |
| CIP & CRP workshop | 17/09/2019 | 09.00 for 09.30 – 11.30 | Standard Life, 34th Floor, 30 St Mary Axe, London, EC3A 8BF | Workshop focusing on what the FCA wants from a CIP CRP and our new index tracker funds and MPS offering | Contact your Standard Life Account Manager |
| James Millard - Round table event | 24/09/2019 | 09.30 for 10.00 – 11.30 | Kendleshire Golf Club, Henfield Rd, Coalpit Heath, Bristol, BS36 2UY | James Millard, Head of Portfolio Management at ASI will host a Round table discussion on various industry topics, plus ASI’s new index funds. | Contact your Standard Life Account Manager |
| James Millard - Round table event | 24/09/2019 | 14.00 for 14.30 – 16.00 | Hotel Du Vin, Magdalen St, Exeter EX2 4HY | James Millard, Head of Portfolio Management at ASI will host a Round table discussion on various industry topics, plus ASI’s new index funds. | Contact your Standard Life Account Manager |
| Offshore Bond Workshop – SESSION 1 | 21/10/2019 | 13.30 for 14.00 – 16.00 | The Kendleshire Golf Club, Henfield Road, Coalpit Heath, Bristol, BS36 2UY | Dispelling the fear about Offshore Bonds & Potential FSCS changes when the UK leaves the EU | Contact your Standard Life Account Manager |
| Offshore Bond Workshop - Session 2 | 26/11/2019 | 09.00 for 09.30 – 11.30 | Sandy Park, Exeter, EX27NN | How grandparents can provide for their grandchildren's education in a tax efficient manner & how to ensure clients maximise tax allowances for retirement income planning | Contact your Standard Life Account Manager |
| Offshore Bond Workshop - Session 2 | 26/11/2019 | 14.30 for 15.00 – 17.00 | Kendleshire Golf Club, BS36 2UY | How grandparents can provide for their grandchildren's education in a tax efficient manner & how to ensure clients maximise tax allowances for retirement income planning | Contact your Standard Life Account Manager |
| Offshore Bond Workshop - Session 2 | 28/11/2019 | 08.30 for 09.00 – 11.00 | Bartley Lodge, Southampton, SO40 2NR | How grandparents can provide for their grandchildren's education in a tax efficient manner & how to ensure clients maximise tax allowances for retirement income planning | Contact your Standard Life Account Manager |
| Offshore Bond Workshop - Session 2 | 28/11/2019 | 14.30 for 15.00 – 17.00 | Hilton Reading, RG2 0GQ | How grandparents can provide for their grandchildren's education in a tax efficient manner & how to ensure clients maximise tax allowances for retirement income planning | Contact your Standard Life Account Manager |