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Following March’s successful Roadshow, the PIMFA team are heading back to Bristol for another Regional.

The PIMFA team, along with our guest speakers, are looking forward to greeting attendees on the day.

Our Roadshows provide you with the opportunity to meet and listen to SME’s on relevant industry topics.  This time we will be covering:


10:00-10:30 – Registration & Coffee

10:30-11:00 – Regulatory Update – Alexandra Roberts, Head of Regulatory Policy and Compliance (PIMFA)

11:00-12:00 – Understanding Cyber Risk Management in a regulated industry  – Kerrie Machin, Partner, & Head of Business Development, (MITIGO)

12:00-12:30 – How local philanthropy advice can improve your client relationships – Angela Emms, Philanthropy Manager (Quartet Community Foundation)

12:30-13:15 – Networking Lunch

13:15-13:45 – Pitfalls and product confidence under the consumer duty lens – Thomas Yates, Communications Consultant, (Computershare)

13:45-15:00 – Consumer Duty Update – Monitoring, Testing, MI & Assurance – Daren Allen, Partner (Shoosmiths)

Venue: Computershare, The Pavilions, Bridgwater Road, Bristol BS99 6ZZ

Networking opportunities will be available.

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.

Alexandra Roberts
Head of Regulatory Policy and Compliance
Kerrie Machin
Partner, Head of Business Development
Angela Emms
Philanthropy Manager
Quartet Community Foundation
Lucinda Trotman
Head of Sales and Solutions
Daren Allen

Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.


Unlimited available
PIMFA Regional Roadshow - Bristol (December 2023) (FAM)Free

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Unlimited available
PIMFA Regional Roadshow - Bristol (December 2023) (NM)Free

Please fill in all required fields


14th December
10:00 - 15:00
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CPD Hours
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