Innovation through Integration: Webinar
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.
In a one-off webinar with Standard Life and Fidelity, 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.
About the speakers:
Emma Stenzel, Senior Investment Development Manager, Standard Life
Emma has been working in investments and business development for 25 years, within some major investment management companies such as Investec and Schroders. Emma joined Standard Life at the start of 2024 and has been heavily involved in shaping and developing their new smoothed managed fund.
David Scholes, Director of Wealth Sales, FE fundinfo
David is Director of Wealth Sales at FE fundinfo. He is responsible for ensuring that FE fundinfo’s solutions provide the necessary features to keep clients competitive and compliant, and for educating clients on how to use those solutions most effectively.
In almost 20 years at FE fundinfo, David has worked across the life and pension team, advisers, and most recently, strategic clients to understand and deploy cutting-edge software and investment solutions.
Jon Hale, Senior Platform Consultant, Fidelity Adviser Solutions
Jon is a Senior Platform Consultant at Fidelity Adviser Solutions where he also manages the National Platform Consultancy Team.
Together they provide support to advisers, ensuring the platform can be fully integrated into their business, whilst helping to maximise functionality and create efficiencies. This includes implementing investment propositions, consolidating assets, managing decumulation strategies and providing training support.
Jon began his career in 1991 and has worked in a variety of roles supporting financial advisers, both at life and pension companies and platform providers. Jon joined Fidelity in 2013 and holds the CII diploma in financial planning.