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BEGIN:VEVENT
DTSTART;VALUE=DATE:20260317
DTEND;VALUE=DATE:20260319
DTSTAMP:20260311T161709
CREATED:20260309T132733Z
LAST-MODIFIED:20260310T122920Z
UID:351953-1773705600-1773878399@www.pimfa.co.uk
SUMMARY:Digital Integration in Wealth Management Conference
DESCRIPTION:the 10th Annual Digital Integration in Wealth Management Conference\, bringing together senior leaders from across wealth management\, private banking and fintech to explore the future of AI\, digital transformation\, client experience\, regulation and cybersecurity. \nThis two-day conference will feature practical case studies\, expert panels and peer-to-peer discussions focused on helping firms navigate evolving client expectations\, regulatory demands and next-generation wealth transfer.
URL:https://www.pimfa.co.uk/event/digital-integration-in-wealth-management-conference/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260325T110000
DTEND;TZID=Europe/London:20260325T113000
DTSTAMP:20260311T161709
CREATED:20260309T132230Z
LAST-MODIFIED:20260309T135643Z
UID:353348-1774436400-1774438200@www.pimfa.co.uk
SUMMARY:Cyber Uncovered – Cyber Risk Management Vs IT: What’s the Difference?
DESCRIPTION:Your IT provider keeps your systems running. But who is responsible for understanding\, measuring and reducing cyber risk? \nMany organisations assume cyber security is already covered\, yet attacks continue to cause disruption\, financial loss and reputational damage. IT services and cyber risk management serve different purposes\, and confusing the two can leave significant gaps. \nIn this session\, Kerrie Machin from Mitigo is joined by Alastair Huntingford\, Director at Managed Service Provider (MSP)\, NDaxi\, to discuss the practical differences between IT services and cyber risk management and why businesses need independent oversight\, alongside their internal and external IT support. \nKey Takeaways:\nThe differences between IT services\, MSP support and cyber risk management.\nWhy cyber risk cannot be fully addressed through IT alone.\nAn MSP perspective on where responsibilities realistically begin and end.\nWhy independent oversight is necessary to gain a clear view of cyber risk.\nThe questions leadership teams should be asking to understand whether they are truly protected. \nRegister today to gain a clear understanding of how IT services and cyber risk management differ – and why both are essential.
URL:https://www.pimfa.co.uk/event/cyber-uncovered-cyber-risk-management-vs-it-whats-the-difference/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260326T140000
DTEND;TZID=Europe/London:20260326T150000
DTSTAMP:20260311T161709
CREATED:20260226T123114Z
LAST-MODIFIED:20260309T135304Z
UID:352368-1774533600-1774537200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Re-Engineering the Operating Model: Winning in the Agentic Era
DESCRIPTION:Wealth managers face structural pressure: margin compression\, rising regulation\, fragmented data and slow decision cycles. Incremental optimisation is no longer enough. The next competitive gap will be defined by operating velocity. The advice firms that win will redesign how decisions are made and executed\, using agentic AI to accelerate speed\, compress cost and unlock sustainable growth. \nIn this 60-minute\, high-impact session\, delivered in partnership with Publicis Sapient\, we’ll explore: \n\nWhy slow decision cycles and layered workflows are destroying margin\nWhere operating friction is limiting growth and delaying product and service velocity\nHow leading firms are redesigning their decision architecture\, not just automating tasks or legacy processes\nHow to compress decision cycles while embedding auditability\, control and regulatory confidence by design
URL:https://www.pimfa.co.uk/event/pimfa-webinar-re-engineering-the-operating-model-winning-in-the-agentic-era/
CATEGORIES:Learning,Webinars
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LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-re-engineering-the-operating-model-winning-in-the-agentic-era/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260423T090000
DTEND;TZID=Europe/London:20260423T130000
DTSTAMP:20260311T161709
CREATED:20260211T183131Z
LAST-MODIFIED:20260311T095017Z
UID:351213-1776934800-1776949200@www.pimfa.co.uk
SUMMARY:Conduct & Culture Roundtable 2026: From Culture Statements to Cultural Evidence
DESCRIPTION:Culture Has Moved From The Margins to the Regulatory Frontline.\nThe FCA’s sharpened focus on non-financial misconduct\, accountability\, and Consumer Duty 2.0 is forcing firms to answer a harder question: Can you prove your culture not just describe it? \nThis year’s Conduct & Culture Roundtable\, in partnership with Protecht\, Elephant’s don’t Forget and DAC Beachcroft\, brings together senior leaders\, SMF holders\, and culture champions* from across UK wealth management to explore what good really looks like now and what will be expected next. \nThis is not a theory-led conference. \nIt’s a practical\, peer-led roundtable\, under Chatham House Rule\, designed for firms that want culture to hold up under board challenge and FCA scrutiny. \nWhat We’ll Discuss  \n1. From Statements to Evidence: Move beyond values on the wall and staff surveys. Learn what boards and regulators actually trust as evidence of culture and which metrics are quietly failing in 2026. \n2. Consumer Duty in Practice: Consumer Duty isn’t a framework; it’s a cultural test. Hear how leading firms are embedding Duty into decision-making\, behaviour\, and outcomes\, not just controls and MI. \n3. Cultural Measurement: What Works (and What Doesn’t): Unpack the indicators that genuinely influence behaviour and governance and why static MI\, vanity metrics\, and annual surveys no longer provide assurance. \n4. Non-Financial Misconduct: Situations & Scenarios: Through live case studies\, examine how firms are identifying\, escalating\, and acting on non-financial misconduct — and which outcomes truly stand up to FCA scrutiny. \n5. Future-Proofing Culture & Conduct: A forward-looking discussion on what boards and senior leaders need to do now to stay ahead of the next wave of regulatory and reputational risk. \nThe Take-away \nYou’ll leave with: \n\nA clearer view of what credible culture evidence looks like in 2026\nPractical approaches to measuring and governing culture\nInsight into how peers are handling grey-area conduct and misconduct\nA forward-looking perspective on board and SMF accountability\n\nWho Should Attend \nIf you’re responsible for setting\, challenging\, or evidencing culture\, this roundtable is for you. \n\nBoard members\, Chairs & NEDs\nCEOs and SMF holders\nCompliance\, Risk & Financial Crime leaders\nHR\, Culture & People leaders\nConduct and Consumer Duty leads\n\n*Attendance is open to senior leaders from PIMFA full member firms and FCA-regulated firms. To help maintain the integrity of the discussion\, PIMFA may review registrations and reserves the right to decline attendance where the eligibility criteria are not met. \nWhy is this event different \n✔️ Senior-only\, invite-led audience\n✔️ Real case studies\, not hypotheticals\n✔️ Open\, Chatham House-style discussion\n✔️ Practical insight you can take back to your board\n✔️ Designed around what the FCA is really testing now
URL:https://www.pimfa.co.uk/event/cultureroundtable2026/
LOCATION:DAC Beachcroft\, 25 Walbrook\, London\, EC4N 8AF\, United Kingdom
CATEGORIES:Learning,Roundtables
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260430T083000
DTEND;TZID=Europe/London:20260430T124500
DTSTAMP:20260311T161709
CREATED:20260224T094416Z
LAST-MODIFIED:20260311T100317Z
UID:352074-1777537800-1777553100@www.pimfa.co.uk
SUMMARY:M&A Due Diligence: Getting It Right Before (and After) the Deal
DESCRIPTION:Synergies stall.\nCosts rise.\nRegulatory issues emerge.\nValue leaks. \nIn 2026\, due diligence is no longer a technical exercise. It is a strategic capability and a competitive advantage. \nIn this high-impact\, half-day session led by Grant Thornton\, senior deal leaders will unpack how acquiring firms are upgrading financial\, regulatory\, operational and technology due diligence to protect margin\, reduce risk and accelerate growth. \nWhy attend? \nThis is a practical\, peer-led session focused on real-world outcomes\, not theory. We will explore: \n• Where due diligence typically breaks down in wealth and advice transactions\n• The hidden risks that only emerge post-completion\n• How strong due diligence protects deal value and improves supervisory confidence\n• The operational and technology challenges that undermine synergy cases\n• What leading firms are doing differently in 2026 \nYou will also hear directly from senior industry leaders on the questions they wish they had asked before signing.
URL:https://www.pimfa.co.uk/event/ma-due-diligence-getting-it-right-before-and-after-the-deal/
LOCATION:Grant Thornton UK LLP\, 8 Finsbury Circus\, London\, EC2M 7EA\, United Kingdom
CATEGORIES:Briefing,Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260507
DTEND;VALUE=DATE:20260508
DTSTAMP:20260311T161709
CREATED:20260309T125702Z
LAST-MODIFIED:20260310T123044Z
UID:352884-1778112000-1778198399@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Morningstar Investment Conference UK – 7 May 2026\, London\nDon’t miss this must-attend event for UK financial advisers\, wealth managers\, and fund selectors! Join us for a full day of curated content\, expert insights\, and practical strategies from industry leaders to help future-proof your firm. Celebrate our 20th edition with us. \n🎟️ Early Bird tickets £19 until 7 April\, then £99. Secure your place today!
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-3/
CATEGORIES:Industry Events,Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260519T080000
DTEND;TZID=Europe/London:20260520T170000
DTSTAMP:20260311T161709
CREATED:20250530T124312Z
LAST-MODIFIED:20260311T140816Z
UID:326904-1779177600-1779296400@www.pimfa.co.uk
SUMMARY:PIMFA Women's Symposium 2026
DESCRIPTION:PIMFA’s Women’s Symposium is one of our flagship (and award winning) tentpole events for the industry\, at which we gather hundreds of industry participants\, both women and male allies\, for two days of premium conference content on a range of subjects\, including personal development\, company culture\, the latest investment and technology trends\, and client management. The event aims to create a safe space for professionals to network\, learn and share best practice from across their professional world\, be it within investment management\, financial advice or wealth management. \nThis year’s event will feature over 50 sessions\, across five content streams\, through which our delegates can mix and match their event journey by joining various sessions at different points during the two days. The event will also be capped off by a networking dinner\, offering an excellent opportunity to connect with friends and colleagues. This year’s 80+ speaker agenda will include the following: \n\nThe main stage – 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.\n\n\nThe ‘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.\n\n\nThe ‘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.\n\n\nThe ‘Investment Topics’ stream – this stream aims to get to the heart of the latest developments in investment products within our industry; 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.\n\n\nThe ‘Client Management’ stream – this stream focusses on the client and the changing nature of the financial adviser 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 for a client facing role.\n\n\nThe ‘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.\n\nThe event has a great atmosphere\, and we recommend industry colleague from every walk of life to try it out – we really do think we have something for everyone. For a flavour of how the event feels\, see our highlight videos below from 2024 and 2025.  Join us – we can’t wait to welcome you into our community! \n  \nWatch the highlights from our 2024 and 2025 Women’s Symposium\n\n\n\n\n\n\n\n\n  \nThe 2024 & 2025 events were a huge success\, and we expect this event to sell out very quickly; early booking is highly recommended. Are you planning to book 5 or more tickets? Get in touch with the team at events@pimfa.co.uk  to discuss bespoke ticket packages. \nDo you have an interesting story to share\, or are you interested in exhibiting? We are still looking for speakers for the final agenda spots\, and a few sponsorship opportunities are also still open – if you’d like to be considered for either\, please email us on events@pimfa.co.uk to discuss it further. \nTo access the PIMFA member discount you will need to log in to your account first. If you don’t have a PIMFA account\, please create one at www.pimfa.co.uk/registration \nFor information on available hotels\, take a look at our interactive map  Launch Hotel Map
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2026/
LOCATION:London Excel\, Royal Victoria Dock\, 1 Western Gateway\, London\, E16 1XL\, United Kingdom
CATEGORIES:PIMFA Events,Symposium
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260702T183000
DTEND;TZID=Europe/London:20260702T230000
DTSTAMP:20260311T161709
CREATED:20250616T104449Z
LAST-MODIFIED:20250619T100815Z
UID:327398-1783017000-1783033200@www.pimfa.co.uk
SUMMARY:PIMFA Annual Dinner 2026
DESCRIPTION:Following the success of the PIMFA Annual reception\, we will be launching the brand new PIMFA Annual Dinner 2026\, taking place on July 2\, in London. \nThis flagship event promises to unite over 300 senior representatives spanning the breadth of the wealth\, investment services and  financial advice industry. Key figures from government\, regulatory bodies\, and  policy makers will also be in attendance.​ \nKey benefits of attending: \n\nNetworking – connect with senior representatives from across the industry\, regulators\, government and other stakeholder organisations.\nInsights: stay informed about the latest trends\, challenges and opportunities shaping the landscape of our sector.\nRelationship building: strengthen existing relationships and cultivate new connections.\nInspiration: gain valuable insights from industry leaders through conversations and speeches.\n\nPlease contact events@pimfa.co.uk for more information on how to book your table.
URL:https://www.pimfa.co.uk/event/pimfa-annual-dinner/
LOCATION:Intercontinental Park Lane\, One Hamilton Place\, London\, W1J 7QY\, United Kingdom
CATEGORIES:Dinner,Networking,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260923T093000
DTEND;TZID=Europe/London:20261202T123000
DTSTAMP:20260311T161709
CREATED:20260302T133700Z
LAST-MODIFIED:20260311T100716Z
UID:353105-1790155800-1796214600@www.pimfa.co.uk
SUMMARY:The PIMFA Customer Vulnerability Learning Programme 2026
DESCRIPTION:The FCA’s long-awaited published review of Customers in Vulnerable Circumstances (March 2025) leaves no room for doubt\, requiring an immediate response from PIMFA wealth firms seeking to continually meet the regulator’s expectations.  \nAnd with the FCA not afraid to use the “pointy end of our toolkit” (Alison Walters\, FCA’s Director of Consumer Finance\, speech 11th March)\, band-aid or bolt-on solutions for identifying vulnerable customers\, outcomes monitoring\, data\, staff training\, and product and service design by firms won’t cut it; all must be improved to ensure that vulnerable customers of wealth managers receive the support they need.  \nA unique learning offering   \nPIMFA’s Customer Vulnerability Learning Programme\, led by the award-winning vulnerability training team at The Money Advice Trust\, is the only Vulnerability training programme that integrates PIMFA’s own Understanding Customer Vulnerability guidance (Nov. 2024) with the FCA’s Good and Poor Practice (March 2025) to offer members our most robust and comprehensive vulnerability training ever offered to wealth managers.  \nA full-on\, immersive\, root-and-branch training experience\, PIMFA’s Customer Vulnerability Learning Programme provides firms with ‘know how’ needed to transform their processes\, systems\, and people to deliver better outcomes for vulnerable customers.   \nPIMFA’s Vulnerability Learning Programme will support your firm:  \n\nAccelerate the adoption of new FCA expectations on vulnerability in your firm \nDesign best-in-class experiences for Customers in vulnerable circumstances \nBuild and lead a more effective strategy on vulnerability \nDevelop a shared vision of success around your approach to vulnerability \nAnticipate\, evaluate\, and proactively respond to FCA expectations \nBuild a customer centric culture into the fabric of your firm and foster a new sense of purpose   \n\nDownload the brochure to find out how our new Customer Vulnerability Learning Programme can support you in developing a firm-wide strategy for customer vulnerability. \nIf you are a PIMFA Member\, please ensure you are logged in to select member tickets. \n  \nAdvance your skills\, Bring a colleague along for FREE!  \nPlease use voucher CXQ8HTTW at checkout for 50% off tickets.
URL:https://www.pimfa.co.uk/event/the-pimfa-customer-vulnerability-learning-programme-2026/
CATEGORIES:Learning,Programmes
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LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260924T080000
DTEND;TZID=Europe/London:20260924T170000
DTSTAMP:20260311T161709
CREATED:20251210T141914Z
LAST-MODIFIED:20260311T105137Z
UID:346439-1790236800-1790269200@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2026
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2026 will be returning in September! \nThis event\, one of the regular fixtures in the PIMFA calendar\, highlights key issues raised across our working groups\, and is aimed at compliance professionals in the investment management and financial advice world. The event brings together best in class sector speakers\, and a high-level audience who can engage with the experts to facilitate fruitful discussions on the latest issues affecting our sector. \nThe Compliance Conference will be live streamed on the day of the event and if joining virtually you will have the opportunity to ask questions to speakers and panellists. Those attending in person will have the opportunity to network with fellow industry colleagues\, speakers\, and sponsors. Dates\, sessions\, and speakers will be announced shortly. \nIf you have any questions or have any interest in speaking or sponsoring this event\, please contact events@pimfa.co.uk to find out more.
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2026/
LOCATION:Herbert Smith Freehills Kramer\, Exchange House\, Primrose St\, London\, EC2A 2EG\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261015T180000
DTEND;TZID=Europe/London:20261015T233000
DTSTAMP:20260311T161709
CREATED:20251215T110053Z
LAST-MODIFIED:20260309T134507Z
UID:346858-1792087200-1792107000@www.pimfa.co.uk
SUMMARY:PIMFA Culture & Inclusion Awards 2026
DESCRIPTION:PIMFA is the UK’s leading trade association for the wealth management\, investment services and financial advice sectors. \nOne of our most important roles is the promotion and championing of talent\, culture and inclusion within this space\, and to highlight best practice and develop initiatives to help build an industry which better reflects its increasingly diverse customer base. \nBusinesses large and small have examples of innovation aimed at improving their inclusivity and performance\, which in turn drives positive change across the industry. However\, there are many instances of best practice that remain hidden or unrecognised. \nFurthermore\, there is a stream of exceptional\, diverse talent coming up through the ranks changing businesses for the better\, engendering greater support for diverse communities and clients\, and helping to develop and lead innovation. \nWe run the PIMFA Culture & Inclusion Awards to celebrate and shine a light on both of these. \nThe Awards are FREE to enter and open to all firms and stakeholders in the sector – you do not have to be a PIMFA member to enter. \n  \nKey Dates: \nEntries Open: 23 October 2025 \nEntries Close: 26 June 2026 \nShortlist Announced: WC 20 July 2026 \nWinners Announced: 15 October 2026 \n  \nMore information can be found here 
URL:https://www.pimfa.co.uk/event/pimfa-culture-inclusion-awards-2026/
LOCATION:Intercontinental Park Lane\, One Hamilton Place\, London\, W1J 7QY\, United Kingdom
CATEGORIES:Awards,PIMFA Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261125T120000
DTEND;TZID=Europe/London:20261125T190000
DTSTAMP:20260311T161709
CREATED:20251215T105337Z
LAST-MODIFIED:20260204T134609Z
UID:346856-1795608000-1795633200@www.pimfa.co.uk
SUMMARY:Senior Leadership Summit 2026
DESCRIPTION:The event is open to senior member firm colleagues and strictly by invitation only. The aim is to provide a forum where relevant content will be presented and an opportunity for you to network with your peers will be provided. \nThe event is open to Wealth Management firms CEOs and nominated guests only. \nIf you have any interest in sponsoring or have any questions about this event please email events@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/senior-leadership-summit-2026/
LOCATION:IET London\, 2 Savoy Place\, London\, WC2R 0BL\, United Kingdom
CATEGORIES:PIMFA Events,Summit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20280928T080000
DTEND;TZID=Europe/London:20280928T170000
DTSTAMP:20260311T161709
CREATED:20250828T083517Z
LAST-MODIFIED:20260127T152009Z
UID:336303-1853740800-1853773200@www.pimfa.co.uk
SUMMARY:AI for Wealth Management: From Curiosity to Confidence
DESCRIPTION:AI is reshaping wealth management\, but many advice firms are stuck at the exploration stage. This one-day in-house training course prepares your leaders\, managers\, and team members to transition from curiosity to confident adoption\, providing practical insights into how AI supports client service\, compliance\, operations\, and investment advice. \nOur expert trainer Richard Preece demystifies AI\, focusing on real-world use cases from UK advice firms\, regulatory implications\, and the leadership mindsets required for successful adoption. Whether you’re a senior manager shaping digital strategy or a compliance officer navigating new risks\, you’ll gain the insight and language needed to lead informed conversations about AI in your firm. \nCourse Information: \nDelivered in-house\, this course is fully flexible to your preferred date and location. \nDuration: One Day (9:30am – 4:30pm)\nFormat: In-person or virtual delivery course that’s tailored to your specific needs\nTarget Audience: CEOs\, Partners\, COOs\, Investment Managers\, Heads of Compliance\, and Client Service Directors who want to explore AI confidently and responsibly.\nMax # of participants: 15\nFee: Available on request \nEnquiries: To find out more about this in house course contact learning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/ai-for-wealth-management-from-curiosity-to-confidence/
CATEGORIES:Learning,On Site Training
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