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Overview

Following on from the HUGE success of the inaugural PIMFA Virtual Fest in June 2020, PIMFA is proud to announce the Virtual Fest V2 will be taking place on 9 & 10 March 2021 and available on demand until 27th of April 2021

Just like the inaugural event, the Virtual Fest V2 is a great opportunity for attendees to gain valuable insights, hear from industry experts, earn CPD hours and make connections with fellow colleagues.

We remain dedicated to supporting your continued professional development during this period of isolation. The Virtual Fest V2 will provide access to a variety of content in the forms of webinars, virtual sessions with speakers & trainers, videos, PDFs and online resources.

To view a copy of the Post-event report, including profile of attendees and a summary of all sessions please click here.

Taking place over two days, the PIMFA Virtual Fest V2 will be delivering presentations on key areas which members have identified as their key short- and long-term focus including:

  • CEO Panel – What Have we Learnt and How to do we Rebuild Together
  • The Future of Work – What do You Need to Know?
  • What Might 2030 Hold for Financial Advisers?
  • Operational Resilience: Lessons Learnt in 2020 & What’s Next in 2021
  • The Future of Regulation
  • And more…

Speakers and panellists are being carefully selected to ensure the delivery of high level content and a broad spectrum of diversity.

If you’d wish to find out more about speaking or sponsoring this event please email events@pimfa.co.uk

Event Day
Category Filter
09:00
17:00

Agenda Introduction - Read me First

09:00 - 09:15

Welcome and Opening Keynote - John Glen Economic Secretary (HM Treasury) & Minister of State (Treasury) (City)

Keynote

9:30 - 10:00

The Future of Crypto and Digital Assets

Looking Ahead

10:15 - 10:45

Responsible Investment 2021

ESG & Impact Investing

11:00 - 11:30

Investment Firms Prudential Regime (IFPR): A Briefing

Compliance

11:45 - 12:15

Interactive Roundtable - Adviser Tools - Delivering Cost-Effective Services and Cutting Through the Complexities of Compliance

Savings & Investment

12:30 - 13:30

Interactive Roundtable - Cyber Griffin - Tabletop Exercise

Cyber Resilience

12:30 - 13:30

Interactive Roundtable - Trust me, I’m a Wealth Manager – will the implicitly earned trust start to erode if wealth managers fail to keep up with modern demands for digital-first service and transparency?

Looking Ahead

12:30 - 13:30

What Will 2030 Look like for Financial Advisers?

Looking Ahead

13:45 - 14:15

Leadership, Governance & Culture – Driving RegTech adoption

Leadership

14:30 - 15:15

ESG First: A Practical Approach to Incorporating ESG in Wealth Portfolios

ESG & Impact Investing

15:30 - 16:00

The Future of the Sector - A Leader's Perspective

Looking Ahead

16:15 - 17:00

09:00
17:00

Opening Keynote - Debbie Gupta - Director, Life Insurance and Financial Advice FCA

Keynote

09:30 - 10:00

The Future of Work

Looking Ahead

10:15 - 10:45

Digital Onboarding for Wealth Management – What should good look like in 2021 and beyond

Looking Ahead

11:00 - 11:30

Operational Resilience: Lessons Learnt in 2020 & What’s Next in 2021

Resilience

12:00 - 12:45

Slipping Between the Cracks? Retirement Income Prospects for Gen X

Savings & Investment

13:00 - 13:30

2021 Budget Review

Looking Ahead

14:00 - 14:30

The FCA Approach to Sustainable Finance

ESG & Impact Investing

14:45 - 15:15

Protecting Savers: The Work of the WPSC and Options for Government

Savings & Investment

15:30 - 16:00

Panel Discussion: Assessing and Preventing Online Financial Harms

Savings & Investment

16:15 - 17:00

Speakers

John Glen
Economic Secretary to the Treasury
Debbie Gupta
Director, Life Insurance and Financial Advice
FCA
Martin Andrew
Chief Executive
Close Brothers Asset Management
Adam Challinor
Head of Operational Risk
Brown Shipley
Rocio Concha
Director of Policy and Advocacy, Chief Economist
Which?
David Croker
Partner
PwC
Sophia Dimitriadis
Research Fellow
International Longevity Centre UK
Steve Elliot
Managing Director
LexisNexis Risk Solutions
Emma Howell
Business Development Manager
Worksmart
DI Steve Jackson
City of London Police
Simoney Kriakou
Senior Editor
FTAdviser
Jean-Maurice Ladure
Head of Equity Applied Research, EMEA
MSCI
Marguerita Lane
Labour Market Economist
OECD
Mark Little
Head of Strategy for Identity Solutions
LexisNexis Risk Solutions
Ryan Medlock
Senior Investment Development & Technical Manager
Royal London
Peter Moores
CEO
Raymond James
Charlie Morrison
Sergeant - Cyber Griffin
City of London Police
Oli Nainby-Luxmoore
Senior Manager
PwC
Julie Pardy
Director of Regulation and Market Engagement
Worksmart
Alexander Smith
Head of Department, Strategic and Corss-Cutting Policy
FCA
Sarah Soar
Chief Executive
Hawksmoor Investment Management
Mark Spiers
Director
PwC
Adam Stage
Senior Manager
PwC
Andrew Strange
Director
PwC
The Rt Hon Stephen Timms
MP & Chair of Work and Pensions Committee
House of Commons
James Wharton
Head of Custody Operations
Winterflood
Morgan Williams
Young Associate
OECD
Lawrence Wintermeyer
Executive Co-Chair Global Digital Finance and PIMFA Board Member

Partners

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.

Tickets

Details

Start:
9th March @ 09:30
End:
27th April @ 17:30
Cost:
Free - £250
Event Category:

Organiser

PIMFA
Phone:
0207 448 7100
Email:
events@pimfa.co.uk

Other

CPD Hours
10

Venue

Virtual