
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.
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Computershare -
Moor House, 120 London Wall
London, EC2Y 5ET United Kingdom
London, EC2Y 5ET 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 including Consumer Duty | Alexandra Roberts, Head of Regulatory Policy & Compliance (PIMFA) |
| 11:00am PIMFA Morningstar Index Series | Robert Edwards, Managing Director, Index – EMEA (Morningstar UK Limited) |
| 11:45am Client Reporting – Q&A | Alex Brooks, Managing Director (Computershare) |
| 12:15pm Networking Lunch | |
| 1:15pm Introducing the PIMFA Professional Indemnity Insurance Scheme | Joshua Upil (Onyx Insurance Brokers) |
| 2:15pm New Disclosure Regime, Risk Warnings, UKPG, DFM’s | Julia Sage-Bell, Senior Policy Advisor (PIMFA) |
| 2:45pm Session Concludes | |
| *timings/running order is approximate and is be subject to change |
Venue: Computershare, The Pavilions, Bridgwater Road, Bristol BS99 6ZZ. Click here for location map/directions – parking is available onsite – car registration will need to be provided in advance.
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, Index - EMEA
Morningstar Indexes
Alex Brooks
Managing Director
Computershare
Julia Sage-Bell
Senior Policy Advisor
PIMFA
Joshua Upil
Associate Director
Onyx Insurance
Morningstar UK Limited
Research
More
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
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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