Become a Member

The Personal Investment Management & Financial Advice Association (PIMFA) is the trade association for firms that provide investment management, investment services and advice to everyone from individuals and families to charities, pension funds, trusts and companies. Our sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.

PIMFA’s membership is corporate and consists of two groups – full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services and assist everyone from individuals and families, to charities and pension funds, all the way to trusts and companies.  Associate members provide professional services to the PIMFA community.

Enquire About Membership

If you would rather email us, you can contact our membership team.

Email the membership team

Membership Brochure

Download the brochure for more information about who PIMFA are and what we do.

Membership Brochure

PIMFA Plus

PIMFA collaborates with product and service providers to offer member firms a suite of membership enhancements.

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What do I get for membership?

INFLUENCE

PIMFA engages with and lobbies policymakers to develop an appropriate regulatory framework to create an optimal operating environment for our member firms

PARTICIPATION

PIMFA members can actively engage in our committees and working parties that cover key topics including Regulation, Retail Markets, Financial Crime and Taxation

ACCESS

Access to briefing documents, guidance notes and other material in the Members Area, as well as the MSCI Private Investor Indices Series.

ASSISTANCE

Expert and confidential guidance on the myriad of regulatory, policy and compliance challenges faced by the industry through our in-house Regulatory, Policy and Research teams

NETWORK

PIMFA provides an industry platform for members to engage with peers through our wealth of social and promotional activities, including our Women in Wealth event series

INFORMATION

Stay updated via PIMFA’s publications including the fortnightly Bulletin e-newsletter, technical bulletin Update, in-house magazine Journal, and other research

MEMBER DIRECTORY

Improve your firm’s visibility by featuring in PIMFA’s member directory, with attracted more than 73,000 visits in the last year alone, and list your events in our industry pages

EVENTS

Attend over 60 events per year, including CPD seminars and Webinars, Regional Briefings, Technical Conferences and the flagship Annual Summit