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
ESG & Sustainability seminar 20/06/2018 9:30am arrival 10:00am start - 1:00pm finish Standard Life
Cathedral room
Level 34
30 St Mary Axe
London
EC3A 8BF
Ross McSkimming, Investment Director at Aberdeen Standard Investments, will introduce the Global Equity Impact Fund and how we intend to provide investors with strong financial returns whilst measuring the positive impact that our conscious investment decisions generate.
Julie-Ann Ashcroft, Head of Investments at Standard Life Wealth, will dispel some of the myths about ethical investing and explore the growing trend in ESG investing and the opportunities that exist for IFAs in this market.
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
Future Focus 26/06/2018 Registration: 2:00pm – 2:30pm
Presentation: 2:30pm – 5:00pm
The Gherkin
30 St Mary Axe
EC3A 8BF
  • Opening address –The Evolving Client Experience
    Dave Fewtrell - Head of Regional Distribution South, Standard Life
  • Key Notes address – The future of the advice model: opportunities, threats and solutions
    Stephen Owen - Head of Adviser Platform Proposition
  • Compliance versus Client Experience– can the two be complementary?
    Jacqueline Hughes - Director, Wealth & Asset Management Consulting (Regulatory), KPMG LLP (UK) Market Gravity
  • Expert Panel Discussion – What does service mean to you, your firm and your people?
    Panel session hosted by Dave Fewtrell
    Wayne Barlow - Head of Elevate & SP Operations, Standard Life
Register
AIM investing and how this works 27/06/2018 12:45pm – 3:00pm Bartley Lodge Hotel
Bartley Lodge
Cadnam, Nr Lyndhurst
Hampshire
SO40 2NR
To educate IFA's on Aim Investing on the platform Please contact your Standard Life Account Manager
Ready for Retirement Seminar 28/06/2018 9:00am – 12:00pm Surrey Downs Golf Club – Kingswood, Surrey KT20 6JS As part of the Business directors ambition to ‘broaden’, the objective of the session is firstly to educate the IFA community on how they can refine their centralised processes and secondly to learn how Standard Life can support their business moving forward for clients who are in or approaching retirement. Contact your Standard Life Account Manager
Future Focus 28/06/2018 Registration: 2:00pm – 2:30pm
Presentation: 2:30pm – 5:00pm
Standard Life House
Edinburgh
  • Opening address –The Evolving Client Experience
    Chris Hull - Head of Regional Distribution North, Standard Life
  • Key Notes address – The future of the advice model: opportunities, threats and solutions
    David Tiller - Head of Adviser and Wealth Manager Propositions, Standard Life
  • Employees in focus – how do you deliver an employee experience which allows you to attract, retain and grow talent on a commercial basis
    Euan McNair - Talent Attraction and Employer Brand Consultant, Standard Life Aberdeen
  • Compliance versus Client Experience– can the two be complementary?
    Market Gravity
  • Expert Panel Discussion – What does service mean to you, your firm and your people?
    Panel session hosted by Chris Hull
    Sinead Fennessy - Customer Operations Director, Standard Life
Register
Future Focus 03/07/2018 Registration: 2:00pm – 2:30pm
Presentation: 2:30pm – 5:00pm
Royal Berkshire Conference Centre
  • Opening address –The Evolving Client Experience
    Dave Fewtrell - Head of Regional Distribution South, Standard Life
  • Key Notes address – The future of the advice model: opportunities, threats and solutions
    David Tiller - Head of Adviser and Wealth Manager Propositions, Standard Life
  • Compliance versus Client Experience– can the two be complementary?
    Market Gravity
  • Expert Panel Discussion – What does service mean to you, your firm and your people?
    Panel session hosted by Dave Fewtrell
    Wayne Barlow - Head of Elevate & SP Operations, Standard Life
Register
Future Focus 04/07/2018 Registration: 2:00pm – 2:30pm
Presentation: 2:30pm – 5:00pm
DeVere Tortworth Coourt Hotel
  • Opening address –The Evolving Client Experience
    Dave Fewtrell - Head of Regional Distribution South, Standard Life
  • Key Notes address – The future of the advice model: opportunities, threats and solutions
    David Tiller - Head of Adviser and Wealth Manager Propositions, Standard Life
  • Employees in focus – how do you deliver an employee experience which allows you to attract, retain and grow talent on a commercial basis
    Euan McNair - Talent Attraction and Employer Brand Consultant, Standard Life Aberdeen
  • Compliance versus Client Experience– can the two be complementary?
    Market Gravity
  • Expert Panel Discussion – What does service mean to you, your firm and your people?
    Panel session hosted by Dave Fewtrell
    Wayne Barlow - Head of Elevate & SP Operations, Standard Life
Register
Business Relief AIM Investment for IHT Planning 05/07/2018 9:00pm – 11:00pm morning session
1:30pm – 3:30pm afternoon session
Dockland & Tower Room
The Gherkin
St Mary’s Axe
London
Business Relief (BR) qualifying AIM portfolios are becoming increasingly attractive in the market for investors who are looking to pass on more of their wealth to loved ones.
The Standard Life Wrap platform offers a range of BR AIM model portfolios from a number of discretionary AIM portfolio managers. These can offer significant cost and administration savings when compared to 'non-platform' choices.
Contact your Standard Life Account Manager
Future Focus 05/07/2018 Registration: 2:00pm – 2:30pm
Presentation: 2:30pm – 5:00pm
The Mere Golf Resort and Spa
  • Opening address –The Evolving Client Experience
    Chris Hull - Head of Regional Distribution North, Standard Life
  • Key Notes address – The future of the advice model: opportunities, threats and solutions
    Mike Hogg - Head of Proposition Strategy & Planning, Standard Life
  • Compliance versus Client Experience– can the two be complementary?
    Market Gravity
  • Expert Panel Discussion – What does service mean to you, your firm and your people?
    Panel session hosted by Chris Hull
    Wayne Barlow - Head of Elevate & SP Operations, Standard Life
Register
Future Focus 11/07/2018 Registration: 2:00pm – 2:30pm
Presentation: 2:30pm – 5:00pm
National Motorcycle Museum
  • Opening address –The Evolving Client Experience
    Chris Hull - Head of Regional Distribution North, Standard Life
  • Key Notes address – The future of the advice model: opportunities, threats and solutions
    Mike Hogg - Head of Proposition Strategy & Planning, Standard Life
  • Employees in focus – how do you deliver an employee experience which allows you to attract, retain and grow talent on a commercial basis
    Euan McNair - Talent Attraction and Employer Brand Consultant, Standard Life Aberdeen
  • Compliance versus Client Experience– can the two be complementary?
    Market Gravity
  • Expert Panel Discussion – What does service mean to you, your firm and your people?
    Panel session hosted by Chris Hull
    Sinead Fennessy - Customer Operations Director, Standard Life
Register

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
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
Recording