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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.



  1. (Firm) Inclusive Talent Management Award (small firm 1 – 50 employees)
  2. (Firm) Inclusive Talent Management Award (small/medium firm 51+ 200 employees)
  3. (Firm) Inclusive Talent Management Award (medium firm 201 500 employees)
  4. (Firm) Inclusive Talent Management Award (large firm 501+ employees)
  5. (Individual) Rising Talent Award
  6. (Firm) Best D&I Initiative Award
  7. (Firm) Best Approach to Wellbeing Award
  8. (Individual) The Overall D&I Champion Award

Key Dates:

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 events@pimfa.co.uk


Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.


20th October
15:00 - 19:00
Event Category:


0207 448 7100