Innovation through Integration: Roadshows with Standard Life
In today's challenging financial landscape, advisers must leverage the right tools and technologies. Navigating high interest rates, trade standoffs, and market uncertainty requires embracing cutting-edge approaches that can enhance client outcomes, business growth, and compliance.
With new market conditions, traditional retirement investing strategies are less effective, with clients prioritising meeting financial needs and preferences over potential gains. Integrated solutions are key: 81% of advisers in our 2025 survey prefer 1-3 integrated systems for efficiency, with a third believing they could serve over 20 additional clients with better integration.
This June, in a roadshow series with Standard Life, we’re exploring how advisers can unlock efficiency through best of breed technologies. We’ll work through an end-to end case study of our new integration with Standard Life, showing you how to carry out research, planning and easily implement appropriate solutions. You’ll see:
- How Standard Life’s Guaranteed Lifetime Income Plan enables advisers to efficiently combine income security with growth-minded investment, ensuring clients have an optimal chance for good outcomes in retirement.
- A practical example of how Standard Life and FE CashCalc bring to life a clients’ retirement situation and can help you recommend sophisticated solutions built for today’s retirement challenges.
- FE fundinfo’s integrated Nexus platform that powers up your advice process, by linking all your back-office systems, MPS, Platform Due Diligence, fund research and cashflow planning.
Join us in any of the following locations:
Southampton | 2 June
Venue: Novotel Southampton, 1 West Quay Road, SO15 1RA, Southampton
London | 3 June
Venue: etc.venues Monument, 8 Eastcheap, London, EC3M 1AE
Bristol | 4 June
Venue: Doubletree by Hilton Bristol, Redcliffe Way, Redcliffe, Bristol BS1 6NJ
Cardiff | 5 June
Venue: Novotel Cardiff Centre, Schooner Way, Atlantic Wharf, CF10 4RT, Cardiff
Birmingham | 9 June
Venue: voco St. Johns’s, 651 Warwick Road, Solihull B91 1AT
Glasgow | 17 June
Venue: Village Hotel Glasgow, village hotel club, 7 Festival Gate, Pacific Dr, Glasgow G51 1DB
Leeds | 18 June
Venue: Leonardo Hotel Leeds, Brewery Wharf, Brewery Pl, Leeds LS10 1NE
Manchester | 19 June
Venue (updated): Hilton Garden Inn, Emirates Old Trafford, Talbot Road, Manchester, M16 0PX
Agenda:
- 8:30am | Arrival and Breakfast
- 9:00am | Session 1: A Fully Integrated Tech Stack – what integrations are supported by FE fundinfo and how can they revolutionise your advice process?
- 9:30am | Session 2: The Guaranteed Lifetime Income Plan – introducing a new integrated guaranteed income solution delivered by Standard Life through the Drawdown account on the Fidelity Adviser Solutions platform. An easy-to-implement, straightforward solution that offers clients flexibility with certainty.
- 10:00am | Coffee Break
- 10:15am | Session 3: Case Study – A live demo of how to access Standard Life’s Guaranteed Lifetime Income plan within FE CashCalc
- 11:00am | End