PIMFA Journal
PIMFA’s magazine contains articles and thought leadership on current issues, hot topics and future developments from PIMFA members. Always a thought-provoking read.
October , 2023
Sustainable Comms in Financial Services: A Moral and Strategic Imperative - Beyond Encryption
How to Embed Consumer Duty in 7 practical steps - Beyond FS
The Four Cornerstones Of Financial Wellbeing - Chris Budd
Does your portal support your IFA stakeholders? - Crealogix
The Art of Engaging Affluent Investors: the opportunities presented by asset aggregation and real time strategic insights - Figg
Navigating Tax Reporting Challenges in Wealth Management: A Technological Approach - Financial Software Ltd
Driving Growth in an Era of Disruption - FIS Global
How to create risk ownership within your firm - Ruleguard
MiFID Transaction Reporting – 2023 and beyond…. - Kaizen Reporting
A 5-step framework to aid a successful business transformation - SEI Wealth Platform
New study reveals the three pillars for wealth managers to unlock opportunity in challenging times - Objectway
June , 2023
A UK First for Transparency across Managed Portfolios - Morningstar
Digitising wealth management is crucial for client satisfaction and employee wellbeing - Industrial Thought Group
From One-Time Buyers to Lifelong Customers: Increasing After-Purchase Engagement in Wealth - Kidbrooke
Cyber Risk Management: 6 reasons why you need independent assurance - Mitigo Group
Mastering Operational Resilience: An Outlook in to 2025 - Pershing
How to place value on protection in tough times - Royal London
Digital transformation in the Financial Services industry: Adapt or get left behind - RSM UK
Defining a vulnerable client in a Consumer Duty world - Dynamic Planner
Joint Review of the Senior Managers and Certification Regime - Thistle Investments
March , 2023
Is Sgt Pepper an Anti-Hero? Differences and Differentiation - Altus
Communicating ESG Investments to Customers - Dorsum
Outcomes Monitoring in a Consumer Duty World - Square 4
After the Latest Crypto Winter, Wealth Management Firms Could Bring About a Crypto Spring - Crealogix
How Can FCA-Regulated Firms Master Operational Resilience in a VUCA World? - Ansarada
Navigating the Complexities of Data Sovereignty in the Financial Services Industry - Worldr
What Does the UK's Digitisation of Share Certificates Mean for Advisers? - Euroclear
Living With the New Consumer Duty - An Employee Perspective - Worksmart
A Battle Plan to Win on Customer Experience - Objectway
Sharpfin Trend Report 2023 - Sharpfin
December , 2022
Why tax suitability shouldn’t be taxing for UK wealth managers - Six Group
Is Investing In China Still A Good Idea? - RisCura
Capitalising On A Rising Interest Rate Environment - Insignis Cash Solutions
Top Rates Currently Available On The Insignis Cash Solutions Platform - Insignis Cash Solutions
Improving Diversity And Inclusion In The Financial Services Sector: Socioeconomic Background Data - Clyde & Co
An introductory guide to email account security - Mitigo Group
Beware The Ides Of CARF - Efficient Frontiers International
Implementing the FCA's New Consumer Duty - Shoosmiths LLP
Consumer Duty: What Is It And How Worried Should I Be? - IIC
Climate Risks Beyond The Physical - ICE
August , 2022
Small companies will have to file P&L accounts - MyRegData
Unpacking five commercial property myths - TIME Investments
My client wants to use WhatsApp – why and why not? - Qwil Messenger
ETFs left in unprecedented position - ETF Stream
What do wealth management clients expect in 2022? - Unblu
Employers can dismiss whistle-blowers by separating their conduct from the fact they are a whistle-blower -
PIMFA’s under 40 forum finds stark gender differences and a pressing need for financial education in new research - PIMFA
Are you resilient to a ransomware attack? - Mitigo
Mastering the customer experience in investment management - Medallia
Best practices for modernising client management - Moxo
March , 2022
How to avoid legacy traps when building digital wealth services - Kidbrooke
A new hope for wealth and investment managers? - Objectway
Did COP26 deliver? - S&P Dow Jones Indices
No private right of action (proa) for breach of the consumer duty is not as straightforward as it seems - Shoosmiths LLP
The appointed representatives regime – change is coming! - Worksmart Limited
The race to reshape wealth management business models is on - Accenture
More than just a short term focus - Clyde & Co
The move to net zero - ICE
How wealth managers are responding to a unique set of mega-trends that are putting pressure on firm profitability and client retention - Cashfac
MTD for vat changes - GoSimpleTax
Operational Resilience: Is outsourcing on your radar? - Axiom HQ
December , 2021
How modern-day wealth managers can thrive during unpredictable times - SIX
How to perfect strategic technology partnerships in the digital-first world - SEI Investments (Europe) Ltd
How consumer communication expectations in the ‘new normal’ have begun shifting financial service mentality - Beyond Encryption
From Mass Affluent to HNWIs, how to create experiences that cost-effectively support the next generation of wealth - Olympic Banking System
Etf stream data challenges loom over booming esg etf industry - ETF Stream
Do your clients need help with their tax returns? - GoSimpleTax
Investment legends – facts not fiction - Royal London
Why cyber risk management is not the same as it support - Mitigo
Pimfa D&I awards