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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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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
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This live online session will guide you through key principles, common pitfalls, and practical steps. Help your firm stay compliant and resilient against evolving threats. …
£300.00 – £400.00
Date & Time: 16th Sep 2024 (9:30 - 12:30)
Location: In Person
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Learn how to conduct fair value assessments that meet FCA Consumer Duty requirements. …
£400.00 – £500.00
Date & Time: 14th Oct 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
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Stay ahead of FCA expectations with this practical online session focused on maintaining compliance with Consumer Duty. …
£400.00 – £500.00
Date & Time: 20th Nov 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
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Ensure your firm meets regulatory expectations and delivers fair outcomes for vulnerable customers. This session provides practical steps to apply PIMFA’s Customer Vulnerability guidance, embed best practices, and strengthen your approach to identifying and supporting vulnerable clients. …
£350.00 – £450.00
Date & Time: 28th Jan 2025 (14:00 - 17:00)
CPD: 3
Location: In Person