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
Compliance Forum 31/10/2019 9am for 9.30am start finishing by 11:30am West Malling Golf Club, Trottiscliffe Road, Addington, Kent, ME19 5AR Key topics:
  • Senior Managers and Certification Regime
  • Product Governance
  • Personal Indemnity Insurance
Contact your Standard Life Account Manager
Women's Networking Event 11/11/2019 12.00 - 14:00 Standard Life, 34th Floor, 30 St Marys Axe, London, EC3A 8BF Diversity & Inclusion Contact your Standard Life Account Manager
Death Probate event 12/11/2019 9.00am for a 9.30am start until 11.30pm. Breakfast rolls, Coffees and Teas available on arrival. Holiday Inn (Gatwick) Povey Cross Road, Horley, Surrey, RH6 0BA Mark King presenting:
  • The process and the requirements for dealing with somebody’s estate
  • The impact of inheritance tax on somebody’s estate
  • Understand the impact of inheritance tax and what forms need to be completed
  • Understand the self-assessment requirements and income tax and capital gains in the tax year of death
  • Be able to discuss with the client in a clear and concise way
  • Apply this knowledge to appropriate client scenarios when dealing with professional connection
Contact your Standard Life Account Manager
Dealing with client death and taxes 18/11/2019 10.00 start until 12:00 Bow Bells House, 1 Bread Street, London EC4M 9HH Understanding the process and the requirements for dealing with somebody’s estate following death Contact your Standard Life Account Manager
Enhancing Your Business - Session 1 21/11/2019 Registration and tea/coffee from 8.30am. Workshop will run from 9.00am to 10.30am Standard Life, 34th Floor, 30 St Mary Axe, London, EC3A 8BF Session 1 – Introduction to Business Services and Business Strategy 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
Enhancing Your Business - Session 2 21/01/2020 Registration and tea/coffee from 8.30am. Workshop will run from 9.00am to 10.30am Standard Life, 34th Floor, 30 St Mary Axe, London, EC3A 8BF Session 2 – Financials – Business Modelling and Profitability Contact your Standard Life Account Manager
Standard Life Experience Matters 4/02/2020 9.30am registration, opening address 10.15am. Close 4.30pm with drinks reception until 6pm Old Billingsgate, 1 Old Billingsgate Walk, London, EC3R 6DX Our vision of how we adapt and thrive together in our ever changing industry Contact your Standard Life Account Manager