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28th April, 2026
10:00am - 03:00pm
Free
CPD: 3hrs

PIMFA Regional Roadshow – Bristol (April 2026)

Join us for an engaging day of insights and networking at the PIMFA Regional Roadshow in Bristol. This event brings together industry experts and peers to explore the latest developments shaping wealth management and financial advice.
Book Now
Computershare - The Pavilions, Bridgwater Road
Bristol, BS99 6ZZ United Kingdom

The PIMFA team are delighted to be returning to Bristol for the first regional roadshow of 2026. PIMFA roadshows provide members/non-members the opportunity to meet and listen to SME’s providing valuable insights on relevant industry topics.

Agenda*
10:00am  Arrival and Registration
10:30am  Regulatory  Update Alexandra Roberts, Head of Regulatory Policy & Compliance (PIMFA)
11:15am  PIMFA Morningstar Index Series Robert Edwards, CFA, Director of Product Management  – EMEA & ESG Indexes (Morningstar UK Limited)
12:00pm  Credit Reporting Alex Brooks, Managing Director (Computershare)
12:30pm  Networking Lunch
  1:30pm  New Disclosure Regime, UKPG, DFM’s Julia Sage-Bell, Senior Policy Advisor (PIMFA)
  2:15pm  Introducing the PIMFA Professional Indemnity Insurance Scheme Joshua Upil (Onyx Insurance Brokers)
 3:00pm  Consumer Duty Update Alexandra Roberts, Head of Regulatory Policy & Compliance (PIMFA)
 3:30pm  Session Concludes
*timings/running order is approximate and may be subject to change

Venue: Computershare, The Pavilions, Bridgwater Road, Bristol BS99 6ZZ.  Click here for location map/directions

Attendees will receive 3 hours of CPD for full attendance.  Delegates that do not stay for the entirety of the day will not be allocated CPD hours and will not receive a certificate.

Alexandra Roberts

Head of Regulatory Policy and Compliance
PIMFA

Robert Edwards

Managing Director, Europe
Morningstar Indexes

Alex Brooks

Managing Director
Computershare

Julia Sage-Bell

Senior Policy Advisor
PIMFA

Joshua Upil

Associate Director
Onyx Insurance

Morningstar UK Limited

Research
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Morningstar UK Limited is a subsidiary of Morningstar, Inc. (“the company”), a leading provider of independent investment insights in North America, Europe, Australia, Asia, and Africa. The Company offers an…

Computershare

Asset Manager
Host Partner
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One of Melbourne’s first start-up technology companies, we were founded in the city’s suburbs in 1978. Our initial ambition was to provide computer services to businesses that needed to automate…

Onyx Insurance Brokers Limited

Insurance
More  
Specialising in the financial services sector, Onyx Insurance Brokers is committed to offering tailored insurance solutions that address the specific risks and challenges faced by professionals in this dynamic industry.…

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