PIMFA London Regional – October 2026

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.

Agenda*

10:00am     Arrival and Registration

10:30am     Regulatory Change                                                                                         Alexandra Roberts, Head of Regulatory Policy & Compliance (PIMFA)                                                                                                                                               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.

11:00am     Cyber Update and Quick Quote  Overview                                                  Ethan Godlieb, Associate Partner – Cyber, Tech & Fintech (Consilium Broking)                                                                                                                         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.

11:30am     Client Reporting – a necessary evil or valuable opportunity                   Alex Brooks, Global Head of Strategy & Managing Director EMEA (Computershare)                                                                                                               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.

12:00pm     Tech/Comfort Break followed by Networking Lunch from 12:15pm 

1:15pm       Health Insurance and related products                                                        Jim Jackson, Sales & Marketing Director / Samuel Townsend, Consultant (IHCS Limited)                                                                                                         An overview of the health insurance market and how IHCS Ltd can help firms and individuals obtain competitively priced private medical insurance and other health related services; including dental, or travel insurance and health screening.

1:45pm       Policy, Government and Regulatory Outlook                                              Simon Harrington, Head of Public Policy (PIMFA)                                                                                                                                                                               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.

2:15pm       Session Concludes