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Join us for the PIMFA Retirement Planning Conference 2026, where leading experts will explore the future of retirement planning, pensions policy, advice and client outcomes. …
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Free – £630.00
Date & Time: 11th Nov 2026 (8:30 - 18:00)
CPD: 7
Location: Eversheds Sutherland
The SMF Regulatory Briefing Programme 2027 – All You Need to Know About Everything That Matters Most
PIMFA’s SMF (Senior Management Function) Regulatory Briefing Programme is a 12-month online leadership programme for time-strapped senior managers who need to cut through the regulatory noise and grasp, from a senior leader's perspective, how to better measure, manage, and monitor compliance and regulatory risks within their firm. …
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£950.00 – £1,050.00
Date & Time: 21st Jan 2027 (10:00) - 09th Dec 2027 (11:00)
CPD: 12
Location: Virtual
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Equip your advisers with the principles and practices needed to meet clients’ ESG expectations while complying with Consumer Duty. …
£400.00 – £450.00
Date & Time: 27th Apr 2023 (9:30 - 12:30)
CPD: 3
Location: In Person
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Starting our Consumer Duty Series with practical strategies for testing consumer outcomes. This session focuses on actionable approaches to ensure compliance with FCA requirements, helping firms demonstrate good outcomes and embed Consumer Duty into everyday practice. …
£300.00 – £350.00
Date & Time: 03rd May 2023 (9:30 - 11:30)
CPD: 2
Location: In Person
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Learn how to effectively collaborate with third-party providers under the FCA’s Consumer Duty. This session explores best practices for oversight, accountability, and data sharing to ensure good consumer outcomes across the value chain. …
£300.00 – £350.00
Date & Time: 23rd May 2023 (9:30 - 11:30)
CPD: 2
Location: In Person
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This interactive course explores how Training & Competence frameworks align with the FCA’s Consumer Duty requirements. Gain practical guidance on embedding best practices, meeting regulatory expectations, and ensuring your teams deliver consistently high standards of advice and service." …
£350.00 – £400.00
Date & Time: 25th May 2023 (13:30 - 15:30)
CPD: 2
Location: In Person
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Join PwC experts for the third session in our Consumer Duty Series, focusing on how to build robust MI frameworks, reporting processes, and governance structures that demonstrate compliance and deliver good consumer outcomes. Learn practical steps to monitor, evidence, and embed Consumer Duty across your organisation. …
£300.00 – £350.00
Date & Time: 30th May 2023 (9:30 - 11:30)
CPD: 2
Location: In Person
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Understand how Training & Competence (T&C) requirements align with the FCA’s Consumer Duty. …
£350.00 – £400.00
Date & Time: 08th Jun 2023 (13:30 - 15:30)
CPD: 2
Location: In Person