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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. …
Date & Time: 26th Mar 2026 (14:00 - 15:00)
CPD: 1 Location: Virtual

In wealth and advice, most deals don’t fail at completion. They fail months later. …
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3 Location: Grant Thornton UK LLP

The PIMFA Annual Dinner is the perfect opportunity to meet with industry colleagues and create new connections. We are excited to welcome PIMFA Members and friends at the PIMFA Annual Dinner 2026. …
Date & Time: 02nd Jul 2026 (18:30 - 23:00)
Location: Intercontinental Park Lane

PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
Get Tickets £2,000.00 – £2,500.00
Date & Time: 23rd Sep 2026 (9:30) - 02nd Dec 2026 (12:30)
CPD: 18 Location: In Person