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 |
|---|---|---|---|---|---|
| IHT, AIM &Amp; Impact seminar | 22/05/2019 | 09:00 for 09:30 - 11:00 | Standard Life, Level 34, 30 St. Mary Axe, London, EC3A 8BF | Utilising business relief schemes as part of an Estate Planning Strategy and Preparing your investment proposition to deal with more socially responsible minded individuals | Contact your Standard Life Account Manager |
| Future Focus Conference | 11/06/2019 | 10:00 - 5:30 | Manchester - The Mere | The impact of financial planning and investment trends on long-term wealth management | Register now |
| Succession Planning Workshop | 11/06/2019 | 10:00 - 12:30 | Standard Life, 34th Floor, 30 St Mary Axe, London, EC3A 8BF | Market overview, the five reasons why deals go wrong and how to overcome challenges and considerations for due diligence, the legal process and equity and asset purchase for advisers | Contact your Standard Life Account Manager |
| Compliance Forum (with Guy Peters, Head of Intermediary Sales at Threesixty Services) | 12/06/2019 | 09:00 for 09:30 - 11:00 | West Malling Golf Club – Trottiscliffe Road, Addington, Kent, ME19 5AR | Senior Managers and Certification Regime, product governance & continued challenges of MiFID II and pension transfers. | Contact your Standard Life Account Manager |
| Offshore Bonds Workshop | 14/06/2019 & 16/07/2019 | 09:00 for 09:30 - 11:30 for both sessions. | Standard Life, Level 34, 30 St. Mary Axe, London, EC3A 8BF | Session 1 - Dispelling the fear about Offshore Bonds and Potential FSCS changes when the UK leaves the EU. Session 2 - How grandparents can provide for their grandchildren’s education in a tax efficient manner and How to ensure client’s maximise tax allowances for retirement income planning. | Contact your Standard Life Account Manager |
| Holistic Financial Planning | 19/06/2019 | 08:30 for 09:00 - 11:00 | West Malling Golf Club – Trottiscliffe Road, Addington, Kent, ME19 5AR | Holistic Financial Planning via an interactive case study based on a factfind, looking at a variety of different planning. | Contact your Standard Life Account Manager |
| Financial Planning Seminar | 20/06/2019 | 09:00 for 09:30 - 11:15 | Hickstead Hotel - Job's Lane, Bolney, West Sussex, RH17 5NZ | Budget 2018 – what budget?, pension death benefits, buy-to-let market and financial planning and estate planning. | Contact your Standard Life Account Manager |
| Future Focus Conference | 27/06/2019 | 9:00 - 4:30 | London - Bow Bells House | The impact of financial planning and investment trends on long-term wealth management | Register now |
