Supporting good customer outcomes

Our Setting the Standard Workshops have been designed to help you enhance your advice process.

Our workshops are free of charge to attend and have been designed with advisers who are recently qualified in equity release, or haven't written new business recently, in mind. The workshops look at best practice in the industry, and what you should be considering when you speak to your customers to ensure good customer outcomes. 

Delegates will be provided with:

  • A day-long training course with Canada Life
  • Chance to meet fellow advisers and build professional contacts
  • 4 hours of structured or unstructured CPD, depending on your preference

 Book your place here

  • Understanding the advice process, from end to end
  • How to engage with external support agencies
  • Understanding the advice that you give
  • Understanding the importance of soft skills
  • The workshop is a day-long training course
  • Our workshop is free to attend
  • Our Setting the Standard Workshops do not prescribe how to give equity release advice. Instead, they look at best practise in the industry. Canada Life do not take any responsibility for advice given following attendance of these workshops.



9:30 am

Arrival - teas/coffees

10:00 am


The equity release market

11:15 am

Teas/coffees break

11:30 am

Enquiry stage

Know your customers

12:30 pm


1:00 pm

The research process; find the right solutions

Presenting your recommendations

2:30 pm

Teas/coffees break

2:45 pm

Support available to ensure a streamline process

Managing risk; the right checks and balances.

4:00 pm


Exact timings may vary from venue to venue, but all events will open at 9:30am for a 10am start, and close at 4pm.

Date Location Venue
Wednesday 4th March Cardiff Village Hotel
Wednesday 18th March London 110 Cannon Street
Thursday 19th March London 110 Cannon Street
Wednesday 25th March   Surrey Hartsfield Manor, Betchworth
Thursday 26th March Hove The 1st Central County Ground
Date Location Parking
Wednesday 4th March Cardiff Parking spaces available
Wednesday 18th March London No parking
Thursday 19th March London No parking
Wednesday 25th March   Surrey Parking spaces available
Thursday 26th March Hove Parking spaces available

What should I do once I arrive at my chosen event?

You will receive more details by email in the run up to the event. Once you arrive at the venue there will be Canada Life representative there to welcome you.

I have dietary/accessibility requirements

When you are registering to attend your event online, please let us know of any dietary or accessibility requirements.

What isn't included in the event?

Travel to and from the venue, overnight accommodation and any other associated expenses are the responsibility of individual delegates.

When will I receive my CPD Certificate?

Once you have attended an event, we will send you an electronic copy of your CPD Certificate shortly after the event. If you don’t receive an email from us, please let us know.

How can I qualify for structured CPD?

You can qualify for structured CPD by passing the optional assessment, which will ask you a series of questions about topics covered in the Workshop. A link to this assessment will be sent by email to attendees following the event.

My question is not listed here, who should I contact?

Please contact with any other questions.

This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.