Bereavement is one of the clearest tests of whether a financial services firm can translate its policies into fair customer outcomes. A person contacting a firm after a death may…
Published: September 24, 2026
Guest Blog
Read the latest industry thoughts and opinions in our regular guest blog.
The discretionary investment managers who grow fastest over the next decade won't be the ones with the boldest investment proposition. They'll be the ones whose operating foundations can flex fast…
Published: August 5, 2026
Fraud is getting harder to spot, and the advent of Artificial Intelligence (AI) is a big reason why.
Published: July 15, 2026
In this Guest Blog Edward Russell, Principal Consultant at Solve Partners, examines two AI pillars most firms underinvest in: the operational rigour that lets AI function safely at scale, and…
Published: April 21, 2026
In this Guest Blog Edward Russell, Principal Consultant at Solve Partners, highlights that AI amplifies existing organizational capabilities - making strong foundations more valuable and weak foundations more damaging.
Published: November 21, 2025
The Q3 2025 Management Liability market continues to favour clients, with stable or falling premiums and broader coverage options. But with insurers signalling a market bottom, rates may rise ahead.…
Published: October 22, 2025
Cyber insurance can help absorb financial losses after an attack, but it cannot prevent breaches or fix operational, regulatory, or reputational fallout. Financial services firms need proactive, board‑level cyber risk…
Published: September 12, 2025
As cyber threats grow more frequent and complex, directors and officers face rising personal liability when cybersecurity governance falls short. This article explores how D&O insurance can help protect leaders…
Published: August 19, 2025
Digital identity verification is becoming essential in wealth management as firms face rising financial crime, evolving regulations, and growing client demand for seamless digital onboarding. Modern IDV solutions help firms…
Published: July 24, 2025
The Government’s new Cyber Governance Code of Practice puts cyber risk firmly at board level. With cyberattacks rising and many firms still lacking basic resilience measures, the Code outlines clear…
Published: July 18, 2025
Back in 2018, we were lauding the arrival of a new pensions dashboard – probably the following year. Well, we got that one wrong!
Published: June 12, 2025
A couple of weeks on from the FCA’s commentary on ongoing servicing, what do their findings really mean?
Published: April 24, 2025
PIMFA Guest Blog: Alasdair Wilson, Investment Specialist at Verve disscusses 3 ways to manage retirement income
Published: March 31, 2025
We identify the five considerations that we believe financial intermediaries should have front and centre as they look ahead.
Published: March 24, 2025
PIMFA Guest Blog: Finding annuity purpose, here Grant Callaghan, Financial Planning Specialist at We Are Verve, discusses annuity sale increases.
Published: March 11, 2025
As an outsourced, multi-service provider I have seen my fair share of suitability report templates. The good, the bad and the downright (Times New Roman) ugly.
Published: February 6, 2025
For wealth management firms, trust and credibility are their pillars of success. Clients entrust firms with their life savings, investments, and future security. Any association with individuals or entities involved…
Published: January 30, 2025
Wealth management is still waiting for its “iPod moment.” Tom Whittle explores how outdated systems, poor integration, and rising expectations are holding the industry back — and why the next…
Published: January 10, 2025
In an industry where client demands are increasing, wealth managers face the complex task of balancing operational efficiency with comprehensive service offerings.
Published: November 12, 2024
Under the new duty, employers are required to take a proactive approach to tackling sexual harassment, the intention being to shift the emphasis from redress to prevention.
Published: October 29, 2024
The digital generation changed everything. This is why the FCA’s recent Consolidator Review is so important.
Published: October 24, 2024
Guest blogs and the opinions therein reflect the views of the authors and are not necessarily that of PIMFA. No responsibility for loss to any person acting or refraining from acting as a result of any material contained in these blogs can be accepted by PIMFA, the author or publisher.