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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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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
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Discover practical strategies to reinforce customer centricity and ensure your firm meets the Consumer Duty standards for customer support and consumer understanding by July 2023. …
Date & Time: 02nd Nov 2023 (0:00 - 23:59)
Location: In Person
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An empowering session designed to help female leaders in wealth and finance embrace authenticity, build confidence, and lead with impact. Discover practical strategies to overcome challenges, unlock potential, and thrive in senior roles. …
£3,750.00 – £4,250.00
Date & Time: 06th Feb 2024 (0:00 - 23:59)
CPD: 12
Location: See description for details
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Discover what effective product governance means in the context of the FCA’s Consumer Duty. This live online session will provide practical guidance on designing, monitoring, and reviewing products to ensure they deliver fair value and good outcomes for consumers. …
£250.00 – £350.00
Date & Time: 27th Feb 2024 (9:30 - 12:30)
CPD: 2
Location: In Person
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Get practical guidance on creating your first Consumer Duty Board Report. This masterclass covers key requirements, structure, and best practices to ensure your report meets FCA expectations and demonstrates good consumer outcomes. Learn how to prepare, write, and review with confidence. …
£400.00 – £500.00
Date & Time: 16th May 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
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In this interactive session, you will examine the lessons learnt from recent reputational incidents to ensure your firm is prepared to tackle existing and potential threats. In addition, you'll take away a toolkit of battle-tested frameworks, proven strategies, and key resources to better measure, manage, and monitor risk in your firm. …
£400.00 – £500.00
Date & Time: 21st May 2024 (9:30 - 12:30)
CPD: 3
Location: In Person