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
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

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