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What’s now possible for wealth firms when AI meets Consumer Duty? …
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Free
Date & Time: 22nd Jun 2026 (8:45 - 13:30)
Location: Marloo UK Ltd
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. …
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£450.00 – £550.00
Date & Time: 02nd Jul 2026 (18:30 - 23:00)
Location: Intercontinental Park Lane
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. …
Free
Date & Time: 21st Apr 2026 (11:00 - 12:00)
CPD: 1
Location: Virtual
In wealth and advice, most deals don’t fail at completion. They fail months later. …
Free
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3
Location: Grant Thornton UK LLP
Culture isn’t what you say it’s what you can prove under scrutiny and this roundtable is where leaders test what really stands up. …
Free
Date & Time: 12th May 2026 (8:30 - 13:30)
CPD: 4
Location: Macfarlanes
Building the platform for AI that actually delivers. …
Free
Date & Time: 21st May 2026 (14:00 - 15:00)
CPD: 1
Location: Virtual
While awareness about neurodivergent conditions are on the rise, that has not yet translated into an across the board understanding of how neurodivergent conditions can and should be embraced within firms. …
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Free
Date & Time: 18th Jun 2026 (11:00 - 12:00)
CPD: 1
Location: Virtual