Our Partnership Programme

Our Partnership

Programme

Working in Partnership

Standard Life Investments is committed to building

long-term relationships within the UK intermediary

channel. As part of this commitment, we can work

with you to help develop your business.

As a global organisation, Standard Life Investments

has a range of capabilities that have been essential

to our success as a business. We are happy to share

some of the learnings from our experience and

expertise in these areas with you.

The list below details some of the areas and topics where we can host discussions, hold training sessions or offer online continuing personal development (CPD).

¬ Responsible investing

¬ Risk and compliance

¬ Customer relationship management (CRM) database

¬ Press relations

¬ Asset class training

¬ Online CPD solution – Learning Gateway

As a company, our people encase our knowledge, expertise and experiences and therefore they will host the discussions and training sessions. As a result, we believe these sessions could tangibly enhance your knowledge and understanding, and undoubtedly be of benefit to your clients.

The list covers just some of our areas of expertise, so if there are other subjects that you would be interested in please get in touch.

Responsible investing

We strongly believe that companies with robust environmental and social practices will enjoy long-term financial benefits. We therefore seek to encourage such practices with a view to protecting and enhancing investments held on behalf of our clients. Head of Responsible Investment Amanda Young can discuss with you the principles of responsible

investment, its impact on investment decisions and the benefits for your clients.

During the past 16 years, Amanda has built an excellent reputation in sustainable and responsible investment. She is a main board director of the UK Sustainable Investment and Finance Association (UKSIF) and is a member of the Market Committee Advisory Group of UKSIF.

Risk and compliance

Constant regulatory change and the implementation of new measures are an increasingly important part of the investment landscape. Risk & Compliance Manager Robert Longmuir can hold interactive sessions exploring the challenges and potential solutions around the regulator’s expectations. He can also provide an understanding of the respective responsibilities of providers, manufacturers and distributors.

Robert has over 19 years’ compliance experience within the financial services industry. His expertise includes:

¬ jurisdictional fund distribution guidance

¬ financial promotions regulations

¬ new product governance

¬ operational risk

¬ financial crime

¬ regulatory change.

Robert is key to our business as he understands and interprets the impact of regulatory changes, safeguarding Standard Life Investments’ conduct and reputation. Amanda Young Head of Responsible Investment Robert Longmuir Risk & Compliance Manager

Client data/database management

Client data is only useful if you can extract meaning from it. This is where a good database/CRM system can bring real advantages in terms of understanding clients and creating efficiency in communicating in a timely manner. A proficient CRM system can also aid the marketing of your firm while providing a robust audit trail of activities that can be utilised in the future.

Our Head of Wholesale Sales Michael Beveridge has been instrumental in driving the development of our own database/CRM system to ensure that we provide comprehensive client service. Michael has extensive experience in the UK wholesale market having joined Standard Life in 1995 and Standard Life Investments in 2001. In his role, he manages a strong team that provides information on our investment products alongside building long-term relationships with our clients. Michael is therefore acutely aware of the value that client data provides and can impart his knowledge and expertise.

Press relations

At Standard Life Investments, we aim to be effective when dealing with the media and create powerful, meaningful communications for broadcast that enhances our reputation as a leading global asset manager. Head of Global Communications Joanne Bradley can host discussions on preparing for media engagement, delivering effective messages and obtaining the maximum benefit from your media contact.

Joanne has been Head of Global Communications since joining Standard Life Investments in 2001 and a Board member since 2011. In her 14 years with the company, she has helped take Standard Life Investments from an investment department within Standard Life to a top-tier asset management firm with a global brand. Joanne has also held a number of key advisory roles. These include campaign manager for Standard Life’s demutualisation ‘yes’ vote, a European Monetary Union UK representative in Brussels and participating in various working parties in Europe on the Single Currency Task Force.

Michael Beveridge Head of Wholesale Sales Joanne Bradley Head of Global Communications

Asset class training

Face-to-face training with our investment specialists

In the wake of the RDR, the demand for investment knowledge has grown significantly. At the same time, the range of investment products and techniques becomes ever more sophisticated. If intermediaries are to continue to meet the demands of their clients – and respond to the challenging investment conditions likely to be with us for some time to come – a clear understanding of the intricacies of each asset class is essential.

With this in mind, Standard Life Investments has designed a number of face-to-face workshops that address the critical components of investing in a given asset class. For example, two of our longest running workshops cover fixed income and absolute return investing. Many intermediaries and wealth managers have found these to be an ideal form of CPD. These courses are open to all levels of staff and are free of charge.

Workshop No. of CPD hours

Absolute Return 7

Global Absolute Return Strategies 3.5

Fixed Income 3.5

Emerging Market Debt 3.5

For some firms, our workshops represent a complementary offering to their own in-house training programmes. They provide the opportunity to develop a consistent approach to investment recommendations and can also help to achieve efficiency gains.

Audience-response technology

The interactive element of our workshops has been very popular with delegates, helping them to stay engaged in what some might regard as highly technical course material. Through a remote wireless device, they are able to respond to questions asked by the presenter. Responses are captured instantly and can be shown back to the group. This, in turn, provides an audit trail, which can be used by the delegate’s employer for compliance purposes.

Online CPD solution – Learning Gateway

We have specifically designed Learning Gateway to address the training requirements of financial intermediaries. It is simple to use and flexible enough to fit around your working life, fulfilling either gap-fill or for your RDR training needs.

Intuition, a leading global learning services provider, developed Learning Gateway, which offers free and convenient access to over 100 tutorials.

Tutorial examples

¬ value at risk (VAR)

¬ custody ¬ macroeconomics ¬ portfolio theory ¬ asset allocation ¬ private equity ¬ hedge funds ¬ real estate

¬ socially responsible investing (SRI)

When using Learning Gateway, you can choose as many tutorials as you like from the Catalogue section, and the level most appropriate to your needs: introductory, intermediate or advanced. Printable CPD certificates and online records are available as evidence of your achievements. The tutorials are also accredited for CPD by a number of professional bodies, including:

¬ Chartered Institute for Securities & Investment (CISI)

¬ Chartered Financial Analyst Institute (CFA)

¬ Chartered Insurance Institute (CII)

¬ Institute of Financial Planning (IFP)

¬ Personal Finance Society (PFS).

Learning Gateway users can claim 20 CPD credits towards the CII member CPD scheme for each training programme.

There are currently over 5,000 Learning Gateway users including advisers, stockbrokers, compliance professionals and paraplanners. Learning Gateway is therefore a CPD solution that benefits our whole client base. Learning Gateway enables you to:

¬ complete courses independently verified as relevant and suitable for CPD purposes

¬ expand and maintain your knowledge of the industry and the ever- changing regulatory environment

¬ address any gaps in your technical knowledge

¬ work towards formal learning objectives and outcomes

¬ measure the time spent on training and review your assessment scores.

How to access the Learning Gateway

Simply register at www.standardlifeinvestments.com/training

Structured CPD Hours

For further information, or if there are others subjects that you would be interested in, please get in touch.

Michael Beveridge, Head of Wholesale Sales

Tel: +44 (0) 7712 485 431 Email: [email protected]

Visit us online

Standard Life Investments Limited is registered in Scotland (SC123321) at 1 George Street, Edinburgh EH2 2LL. Standard Life Investments Limited is authorised and regulated by the Financial Conduct Authority.

Calls may be monitored and/or recorded to protect both you and us and help with our training. www.standardlifeinvestments.com © 2015 Standard Life, images reproduced under licence INVBGEN_14_1120_Partnership_Programme_TCM 0515