Loading view.
What’s now possible for wealth firms when AI meets Consumer Duty? …
Get Tickets
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. …
Get Tickets
£450.00 – £550.00
Date & Time: 02nd Jul 2026 (18:30 - 23:00)
Location: Intercontinental Park Lane
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
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
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
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
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
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