The Personal Investment Management & Financial Advice Association (PIMFA)

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The Women in Finance Charter

Launched in 2016, The Women in Finance Charter is a HM Treasury initiative that promotes gender balance in financial services by encouraging firms to set targets, report on progress, and support the advancement of women into senior leadership roles.

PIMFA's Commitment

PIMFA has been a proud signatory of HM Treasury's Women in Finance Charter since November 2017.

Our targets were reviewed and agreed by the PIMFA Board in September 2025.


Aim to maintain 40% women in senior management roles by 2028


Aim to have 35% female representation on our Board and committees, working groups and initiatives by 2028, working with our membership to identify relevant individuals


Aim to have 45% female representation speaking at our conferences, committees and groups depending on the subject


Ensure the recruitment and retention processes are evenly balanced and messages appeal to all regardless of gender


Ensure access to learning is evenly balanced regardless of gender


Ensure a flexible working and inclusive culture is maintained for all

Act as an advocate for inclusion across the sector


Review these statements for currency and relevance on an annual basis and redraft if appropriate

Our current progress as at 1st September 2026 against the targets

Maintaining our current 60% female representation in senior management

31% female representation at the Board


53.5% representation on committees and working groups; of the 10 groups that have an industry chair, 20% are female


42.7% female speakers at events and learning, not including the women’s symposium, which is predominantly female
(96 speakers in May 2026)

Women's Symposium

Undertaking our third Women’s Symposium in May 26 enables us to act as an advocate for inclusion across the sector as well as influence positive culture and learning. Comprising keynote speeches including from Nicky Morgan, Baroness Cotes, Julia Hoggett, LSE, Jessica Rusu from FCA, and Dr Ros Rivaz, round tables, workshop style sessions on a variety of relevant business and personal development topics, this flagship event features in our calendar for 2027.

There were 600 attendees and 96 speakers across two days, with our aim to extend further in the event next year (2027).

Bookings for the 2027 Women’s Symposium are now open! …
£385.00 – £970.00
Date & Time: 19th Oct 2027 (8:00) - 20th Oct 2027 (17:00)
CPD: TBC Location: London Excel

Culture and Inclusion Committee

The committee has spent a considerable amount of time this year working with a legal associate on guidelines for employers on non-financial misconduct, following the FCA publishing their rules for the sector. These were launched in May 26 with support from Professional Institutes in our sector. The guidance features case studies and practical guidance for our sector.

The committee has also considered the impact of AI on entry-level jobs and the AI skills matrix produced by the FSSC.

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Culture and Inclusion

Promoting talent, a diverse workforce, and creating inclusive environments
The law is changing. The bar is rising. Is your firm ready to prove it has done enough?  …
Free
Date & Time: 16th Sep 2026 (11:00) - 16th Sep 2026 (12:00)
Location: Virtual

Preventing and Addressing Non Financial Misconduct: A Practical Guide

In partnership with Chartered Insurance Institute (CII), Chartered Institute for Securities & Investment (CISI) and Clyde & Co LLP, we have produced new guidance outlining the key aspects of the Financial Conduct Authority’s (FCA) updated Handbook and Guidance on tackling non-financial misconduct in financial services

Shared Type: Shared
Published: June 16, 2026
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