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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
Gain expert insights and practical guidance on safeguarding client assets and meeting regulatory obligations with confidence. …
£2,750.00 – £3,750.00
Date & Time: 03rd Oct 2023 (9:00 - 12:30)
Location: In Person
Gain expert guidance on meeting complex reporting requirements, ensuring compliance, and mastering best practices under evolving regulatory standards. …
£2,025.00 – £3,000.00
Date & Time: 27th Feb 2024 (10:00) - 26th Mar 2024 (12:00)
CPD: 6
Location: In Person
Join us for an inspiring forum dedicated to driving diversity and inclusion in wealth management and financial advice. This event brings together industry leaders and change-makers to explore challenges, share success stories, and identify actionable strategies to empower women and create a more equitable future in financial services. …
Date & Time: 04th Mar 2024 (16:00 - 19:00)
Location: In Person
Deepen your expertise in client asset protection and stay ahead of evolving regulatory requirements with practical, hands-on guidance. …
£2,750.00 – £3,250.00
Date & Time: 14th May 2024 (9:00 - 12:30)
CPD: 18
Location: In Person
Gain expert guidance on mastering transaction reporting requirements, ensuring compliance, and implementing best practices under evolving regulatory standards. …
£2,500.00 – £3,000.00
Date & Time: 08th Oct 2024 (10:00) - 29th Oct 2024 (12:30)
CPD: 10
Location: In Person
PIMFA’s SMF (Senior Managers 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. …
£595.00 – £850.00
Date & Time: 28th Jan 2025 (0:00 - 23:59)
CPD: 12
Location: Virtual