One of the PIMFA priorities is to develop initiatives to develop a diverse and inclusive industry. There are pockets of D&I good practice that remain hidden or unrecognised. Organisations both large and small will have examples where they are trying to change their organisation or the industry, whether that is in schools’ initiatives, or recruitment pipeline for example.
There is also exceptional, diverse talent that are coming up through the ranks in our industry that is also changing their organisations for the better, providing support to diverse communities and clients, or developing and leading innovation.
We have launched the PIMFA D&I Awards to showcase this diverse talent and good practice from firms.
The PIMFA D&I Awards 2021 is an opportunity for your firm and colleagues to be recognised for the wonderful work being carried out. Entering the PIMFA D&I Awards is free and open to all firms and stakeholders in the wealth management, investment services and financial advice sector.
- (Firm) Inclusive Talent Management Award (small firm 1 – 50 employees)
- (Firm) Inclusive Talent Management Award (small/medium firm 51+ 200 employees)
- (Firm) Inclusive Talent Management Award (medium firm 201 500 employees)
- (Firm) Inclusive Talent Management Award (large firm 501+ employees)
- (Individual) Rising Talent Award
- (Firm) Best D&I Initiative Award
- (Firm) Best Approach to Wellbeing Award
- (Individual) The Overall D&I Champion Award
May 20 – Entries Open
August 17 – Entries Close
October 20 – Winners announced
Panel of Judges:
- Rhonda Alexander, Founder – Maven Group
- Matt Cameron, Global Managing Director – LGBT Great
- Andrew Croft, Chief Executive Officer – St. James’s Place
- Roopalee Dave, Director Wealth and Asset Management – EY
- Theresa Heaton, Head of Change – Brown Shipley
- Emma Howell, Business Development Manager – Worksmart
- Claire Limon, Wealth Director – The Openwork Partnership
- Jennifer Mathias, Group Finance Director – Rathbones
- Peter Moores, CEO – Raymond James Investment Services
- Samuel Okafor, Affluent Lifecycle Origination Lead – Coutts
- Katerina Rudiger, Chief Executive – The Brokerage
- Bev Shah, Founder and CEO – City Hive
- Richard Wilson, Chief Executive – Interactive Investor
- Victoria Wilson, People Experience Director – Royal London
Chair: Liz Field, Chief Executive – PIMFA
For further information please email email@example.com
We're the UK's largest mutual life, pensions and investment company. When we first opened our doors in 1861, we wanted to help people to help themselves. And it's been our way of thinking ever since. We understand the importance of financial advice, that's why we design a range of solutions with advisers at the heart of our processes. To find out more about the help and support available visit adviser.royallondon.com.
Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come.
As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for over 50 years.
We offer our own investment solutions and access to those of others, and deliver services relating to investing; for individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way.
For institutions including pension funds, banks and insurance companies we offer tailored investment solutions and full-service asset management outsourcing. And for employers we provide workplace pension administration services on top, or independently of, investment management.
Worksmart has built its reputation by supporting the UK’s leading financial service businesses through the challenges of regulatory compliance. From Training & Competence to Quality Assurance, SM&CR to Complaints Management. Whether working with an SME or a large corporation, Worksmart software solutions create commercial improvements that also meet and track shifting regulatory demands. Worksmart products are simple to configure, easy to implement and will help streamline your business processes. With deep regulatory experience, comprehensive, award winning product range and consulting expertise, Worksmart can be trusted to ensure regulatory change can be turned into business advantage.
Raymond James Investment Services Limited has operated in the UK since 2001; we provide unique wealth management solutions for wealth managers and their clients. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over 50 years.
Raymond James services and supports entrepreneurial investment managers and investment focused financial planners in the UK, who run growth-oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs and in some cases, also service mandates for institutional clients like charities and pension funds. As part of the core Private Client Group of Raymond James Financial, Inc., we are part of a well-established, profitable and diversified financial services firm.
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/en-uk/company and www.morningstar.co.uk Follow Morningstar on Twitter @MorningstarInc.