PIMFA Women’s Symposium 2026

The Women’s Symposium is PIMFA’s annual summit dedicated to the investment management, financial advice and wealth management communities. Taking place over two days, the summit will feature cutting edge though leadership, high profile speakers, and lively discussions on a range of topics.

Next year we will be increasing the number of streams to five, in addition to our keynote content – our early plans for the agenda are outlined below:

Plenary

For our headline content at the event we aim to shine a light on the biggest topics affecting the industry, delivered by some of the most distinctive voices in the City and beyond.

We take great pride in bring unique voices from both the financial services world, and from outside of the City to give genuinely insightful perspectives to our audience.

• Keynote regulatory signposting
• Senior perspectives from other industries
• TED talks and unique viewpoints
• C-suite panel discussions on the state of the sector
• Managing pressure effectively

 Personal Development’ Stream

In this stream we will be focussing on the individual and aiming to provide content that will not just help the professional, but the person working in our industry.

This stream will aim to provide content on both personal health topics, and on best practice for career development, and will include topics such as…

• Developing your career as a wealth manager
• CV building – dos and don’t’s
• Finding balance within work and life
• Taboo busting – addressing the awkward subjects
• Look after yourself – health hacks and mindful snacks

 Company Culture’ Stream

Developing an effective company culture can feel like a nebulous proposition; this stream will aim to address the impact of personal topics at work, and how to ensure your workplace is positive and inclusive for staff.

This stream will aim to provide content on both creating and maintaining an effective company culture, and on competitive brand differentiation in an evolving world, and will include topics such as…

• Client centricity as an organisational focus
• Ensuring firms are equipped to support neurodiverse colleagues
• Mental health in the workplace – ensuring colleague support
• The power of ‘brand’, and how your organisation is positioned
• Using a positive working culture as a competitive differentiator for talent

 Investment Topics’ Stream

This stream aims to get to the heart of the latest developments in investment products within our industry; both what the latest trends are in investment trajectories, and product developments for clients.

This stream will aim to provide content on the latest investment trends, and a substantive view of both domestic and international markets in a time of change, and will include topics such as…

• Intergenerational wealth transfer
• Economic forecasting for international markets
• Defining approaches to affluence
• Indices analysis
• Underrepresented investors

 Client Management’ Stream

This stream focusses on the client, and the changing nature of the financial advisor and wealth manager in the industry; both in terms of specific advisory trends, and the changing nature of the industry.

This stream will aim to provide content on both different client segments and their needs, and on how to improve soft skills required of a client facing role, and will include topics such as…

• Developing soft skills within an advisory function
• Vulnerable clients and ensuring best practice
• Ultra-high net worth clients
• Identifying coercive control within client finances
• Relationship management – dos and don’ts

 Technology & Disruption’ Stream

This stream focusses on the increased digitisation of our sector, the impact of rapidly developing technology areas such as AI, and how the future of our industry will be affected by these advancing changes.

The stream will focus on both how new technologies are changing firms, how products within the financial world are adapting, and the impact on investors and clients, with topics such as…

• Using AI within client interaction
• Crypto as an asset within the wealth sector
• The impact of ‘Finfluencers’ and consequences for digital engagement
• Ethical AI – ensuring new products are safe and work
• The refinement of technology regulation

 Dedicated workshops and networking

In addition to our dedicated content streams, we will also be running a series of intensive workshops, and networking opportunities for attendees, including a lunch, a sit down dinner, regular coffee breaks and an optional ‘speed networking’ arrangement onsite to make new friends and contacts.