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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 - Moor House, 120 London Wall
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
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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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