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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
Learn practical strategies for supporting clients with year-end tax planning, helping them optimize allowances and make informed decisions before the deadline. …
Free
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
Review the current state of sustainable finance policy, explore key regulatory developments, and gain insights into what’s next for ESG and responsible investing. …
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
This 60-minute briefing, led by Peter Haines and Nigel Sydenham of CCL Academy, cuts through the noise to show senior leaders where to focus in 2026, how to stay off the FCA’s radar, and what “reasonable steps” now really look like in practice. …
Free
Date & Time: 25th Nov 2025 (11:00 - 12:00)
Location: Virtual
Join PIMFA on 3 December for a post-Budget webinar exploring what the Chancellor’s announcements mean for our sector. Gain practical insights into key fiscal measures, their impact on firms and clients, and how PIMFA is responding. Featuring expert analysis from Global Counsel’s Christopher Dale and PIMFA’s policy team. …
Free
Date & Time: 03rd Dec 2025 (11:00 - 12:00)
Location: Virtual
A fast, no-fluff briefing showing wealth firms how to turn AI ambition into measurable financial value - from productivity uplift to margin expansion and real-world ROI. …
Free
Date & Time: 11th Dec 2025 (11:00 - 12:00)
CPD: 1
Location: Virtual
Learn how complacency in cyber risk management can expose firms to severe threats and reputational damage, and discover strategies to stay resilient and secure. …
Free
Date & Time: 20th Jan 2026 (11:00 - 12:00)
CPD: 1
Location: Virtual