Steve's Credentials

 

For details of Steve's extensive work experience, why not check out his LinkedIn profile. He would be more than happy to connect!

 

Steve Has Been An Award Winning Financial Services Professional Since 1989

 

Steve Conley BSc FCII APFS RLP Chartered Insurer and Chartered Life Planner, CEO of the Academy of Life Planning.

 

Steve Conley is a pioneer in financial services. In 2012, Steve founded the multi-award-winning, international, and market first non-intermediating financial planning network, the Academy of Life Planning.

 

Steve has dedicated his life to helping people combine what they love, what they are good at, what the world needs and what they will get paid for, in the GAME Plan, to live their best life and make the world a better place for them having lived.

 

Born in Bishops Stortford in the United Kingdom in 1961, Steve holds a Bachelor of Science degree in Mathematics from the University of Manchester Institute of Science and Technology. In his professional studies he is a Chartered Insurer and a Chartered Financial Planner with the Chartered Insurance Institute. Associate of the Personal Finance Society. Twice winner of the British Insurance & Investment Brokers’ Association Prize and twice winner of the Jubilee Prize of the Insurance Institute. He is a master life planner with the Kinder Institute of Life Planning, elite member of the Professional Speakers Academy, and author of the Amazon best-seller “Your Money or Your Life: Unmask the highway robbers – enjoy wealth in every area of your life.

 

Steve is a multi-award winning, multi-market-leading proposition architect in the financial services industry. Prior to founding the Academy of Life Planning, Steve was head of investments for some of the world’s largest banks, including HSBC, Royal Bank of Scotland Group and Santander. He is also the former chair of the Bancassurance Steering Group of the British Bankers’ Association.

 

Since the turn of the century, Steve has led major many ground-breaking projects delivering six market firsts and six market leaders. Including, investment platforms and retail multi-asset funds, now used by eight in ten investors. One investment was voted best in the world, its first client was the Pope, and according to the World Health Organisation it contributed to saving the lives of 5 million children in the world’s poorest countries.

 

Since 2012, Steve was a finalist in the Yorkshire Business Masters Awards and was awarded the Transparency Trophy of the Transparency Taskforce for his contribution to improving trust and confidence in the global financial services industry. Steve currently serves as a volunteer with the Transparency Taskforce as a global Ambassador and he is the founding lead of its Market Integrity Team.

 

Steve also helps the victims of scams and scandals recover assets from scammers, by heading up Asset Recovery Network (UK) Limited and The Fraud Team (a not-for-profit organisation).

 

The Academy of Life Planning was awarded Winners of Best Financial Adviser Support Network 2020 & Award for Outstanding Contribution to Finance 2020, from SME News.

 

 

A good financial planner requires extensive professional training, a great deal of life experience, and a continuous process of self-reflection. Here is a little summary of Steve's professional qualifications:

  • A Bachelor of Science degree in Mathematics from the University of Manchester Institute of Science and Technology.
  • Trained and registered with the esteemed Kinder Institute of Life Planning (KI).  Master Life Planner (MLP) through the KI.
  • Chartered Financial Planner (CFP) with the Chartered Insurance Institute (CII). Fellow of the CII. Chartered Insurer with the CII. Associate of the Personal Finance Society.
  • Twice winner (Associateship & Fellowship) of the British Insurance & Investment Brokers' Association Prize and twice winner of the Jubilee Prize of the Insurance Institute of Manchester, for best performance in North West England and Manchester respectively.
  • Elite member of the Professional Speakers’ Academy.
  • Author of Amazon Best-seller "Your Money or Your Life: Unmask the highway robbers - enjoy wealth in every area of your life".

Experience is as follows:

  • Founder of the Academy of Life Planning in 2012.
  • Yorkshire Business Masters Awards Finalist 2017.
  • Winner of the Transparency Trophy 2017 & global Ambassador of the Transparency Taskforce. Founding lead of their Market Integrity Team.
  • Former Head of Investments at HSBC, RBS Group & Santander. Multi-award-winning, multi-market-leading Proposition Architect.
  • Former Chair of the British Bankers' Association, Bancassurance Steering Group.

Aside from his professional competences, he engaged in a continuous learning process, attended seminars and studied all current professional developments relating to this specialisation.

 

Steve is the Founding Lead of the Market Integrity Team - Codes of Conduct

Steve Conley is the tenth Ambassador to the Transparency Task Force (TTF). He is viewed as an authority in the field of investments and pensions, having held leading roles at the banks, and more recently as a thought leader on values and professionalism.

 

Steve Conley is a Transparency Trophy Winner

The Academy founder, Steve Conley, picked up an award in September 2017 for his contribution to a more transparent global financial services industry. The award was presented by the Transparency Task Force founder, Andy Agathangelou - at the offices of Morningstar, in London. Steve is an Ambassador for the Transparency Task Force. He also leads one of its teams, the Market Integrity Team which conducted a review into professional codes of conduct right across the financial services industry. He presented the resulting white paper to British parliament in February 2018. This led to the establishment of the APPG on Financial Stability. For more details of the Transparency Task Force why not check out: www.transparencytaskforce.org 

 

 

Steve is on the Secretariat of the APPG on Pension Scams

This All Party Parliamentary Group is a forum through which UK Parliamentarians and other stakeholders can work together to better protect the public from the perils of pension scams and secondary scammers; give scam victims a representative collective voice; signpost victims to support; and facilitate the development of preventative and supportive policy initiatives.

Because We Fight Scammers We Are Often Under Attack, We Continue To Fight Scammers Anyway

Steve Leads Asset Recovery (UK) Ltd

Asset Recovery Network UK recover assets for overseas institutions only. If you are a member of the public and you have been approached by individuals claiming to be ARNUK offering asset recovery services, you are a victim of financial crime. You should report the incident to your local Police authority immediately.

 

Steve Leads The Fraud Team

The Fraud Team Ltd is a not-for-profit investigation and recovery company for UK victims of scams. Our aim is to support individuals, companies and UK financial institutions to recover money paid out on scam investments and recovery room frauds.

 

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