PIMFA London Regional Roadshow – October 2026
London, EC2Y 5ET United Kingdom
PIMFA roadshows provide members/non-members the opportunity to meet members of the PIMFA Policy Team and listen to carefully selected SME’s providing valuable insights on relevant industry topics. Kindly hosted by Computershare, PIMFA will provide a topical update on the key regulatory, policy and government developments affecting the wealth management and financial advice sector. Looking back at the major changes over the past 12–18 months and ahead to what’s coming next, these sessions will highlight what matters most for firms and their clients, the implications and opportunities, and where the direction of travel is heading.
NOTE: Attendees will receive 3 hours of CPD for full attendance. Delegates that do not stay for the entire duration will not be allocated CPD hours, nor will a certificate be issued.
15/10/2026
Arrival and Registration
Regulatory Change
A practical review of the most significant regulatory developments over the past 12–18 months, including Consumer Duty, CCI, targeted support, the MPS review and wider FCA initiatives.
The session will explain what has changed, what PIMFA’s view has been, the impact on firms, and what firms should be preparing for next.
Speakers
Alexandra Roberts
Alex joined PIMFA in June 2017 as a Policy Adviser, where she works on a wide range of regulatory matters, engaging with policy makers and the regulator to promote members’ interests.
She previously worked for the Association of Professional Financial Advisers (APFA) in the same capacity. APFA merged with the Wealth Management Association (WMA) to form PIMFA.
Alex has a legal background, having studied law at Cambridge University and was called to the Bar in 1997. She was a tenant at Lamb Chambers, Temple where she specialised in personal injury claims, contractual disputes and professional negligence. Alex has experience of advisory, drafting and court work including appearances in the Court of Appeal, the High Court and county courts.
Cyber Update
An engaging cyber update on specific topics including: AI-driven attacks, supply chain dependencies and systemic risk; innovations in terms of how insurers cover these issues and support further risk management. Expect claims stories, ‘jargon busting’ and some crowd interaction.
Speakers
Ethan Godlieb is Associate Partner and head of Consilium’s Cyber, Tech & Fintech practice. With over ten years’ experience, Ethan specialises in Cyber and Data risk, advising global and mid-market firms of all sizes and sectors, with a focus on practical risk management.
Ethan holds a Diploma from the Chartered Insurance Institute (Dip CII) and is CISMP certified by BCS, The Chartered Institute for IT. Ethan also won Broking Professional of the Year in 2026 at the London MPA Awards, and BIBA’s Young Broker of the Year Award in 2024.
Client Reporting – a necessary evil or valuable opportunity
Alex will be leading a discussion focused on Wealth Client Reporting and Communications. It will be a thought provoking and interactive quick-fire session, capturing the room’s views and scores to some challenging questions (as the title suggests!)
We will delve into the evolving needs and expectations of the Customer, the Wealth Firm, and the underlying platform providers. The results of the live Q&A, plus additional content, will be made available as a white paper.
Speakers
Alex joined Computershare in 2011 to head up the Computershare Communication Services division in the UK. In 2019, he took over the running of the US business and moved to Chicago. After returning to the UK in 2022, he is now MD of EMEA and Global Head of Strategy.
With over 25 years’ experience in the marketing and transactional communications industry, prior to Computershare Alex held senior positions in some of the largest listed comms companies. Earlier in his career, he was responsible for running a marketing solutions operation for Time Warner and set up a creative agency, which he sold before taking up a position at British Aerospace where he developed a deeper technology and security background.
He has 4 children and a broken body after a tough rugby career!
Lunch Break
Policy, Government and Regulatory Outlook
A forward-looking session exploring the government’s and regulators’ agenda for the sector. Covering reforms such as targeted support, limited scope advice and wider
Financial Services and Markets Bill changes, it will examine how policy and regulation are increasingly working together to close the advice gap, what this means for firms and clients, and the key developments to watch over the coming year
Speakers
Simon Harrington
Simon joined PIMFA in November 2017 as a Senior Policy Adviser with a focus on public policy and long term savings. He has previously worked at the National Employment Savings Trust (NEST) and the Treasury in a variety of roles working on a number of issues including automatic enrolment, pension freedoms and the UK’s response to the financial crisis.
Simon has a strong interest in long term savings issues with a particular focus on overcoming behavioural barriers and the support structures that can be put in place in order to help and encourage a thriving savings culture in the UK.