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UID:359550-1782117900-1782135000@www.pimfa.co.uk
SUMMARY:PIMFA Consumer Duty & AI Roundtable: The New Operating Model for Good Outcomes 2026
DESCRIPTION:What’s now possible for wealth firms when AI meets Consumer Duty?\nThis is the half-day event that answers one question\nAI is no longer sitting at the edge of the wealth management operating model. It is moving into advice\, compliance\, client support\, vulnerability identification\, outcomes monitoring\, quality assurance and board reporting. \nThe regulatory context matters. But this is not a morning of theory. It is a working session for leaders to decide how AI can safely improve client outcomes\, where it should stay out of the journey\, and what firms must be able to evidence before they scale it. \nThe opportunity is now real: AI can spot vulnerability earlier\, support clients whose traditional advice models struggle to serve\, personalise communication responsibly\, review far more customer interactions\, reduce adviser admin\, and turn culture\, competence and outcomes into evidence boards can actually use. \nFor wealth firms of every size\, AI is changing what it means to deliver\, monitor and evidence good outcomes. This Summit is about what makes it possible and what firms need to get right before they scale it. \nThis Summit is for the leaders ready to move beyond Consumer Duty implementation and start using AI to create better client journeys\, stronger evidence\, sharper oversight and genuine competitive advantage. \nSix questions this Summit tackles. Each one is already being tested inside UK wealth management firms. \n\nWhat if you could spot vulnerabilities that customers never disclose?\nWhat if every adviser had two extra days a week?\nWhat if you tested every interaction\, not one in a hundred?\nWhat if you could measure culture as precisely as you measure revenue?\nWhat if the smallest firms in the sector had the same AI as the largest?\nWhat if your board could actually see good outcomes\, not just hear about them?\n\nYou should attend if: \nYou’re a senior leader who will have to explain how your firm is using AI to deliver\, monitor and evidence good client outcomes. That includes: \n• Chief Risk Officers and Chief Operating Officers\n• SMF16 and SMF17 holders\n• Heads of Advice\, Compliance\, Internal Audit and Quality Assurance\n• Consumer Duty Leads and Outcome Monitoring Leads \nWhat you’ll leave with: \n• Where AI can improve Consumer Duty outcomes and where it should not go near the client journey.\n• What is already working across advice\, compliance\, outcomes monitoring and culture evidence.\n• How to deploy AI at your firm’s size\, maturity and risk appetite\, not someone else’s.\n• A board-ready governance framework for fairness\, explainability\, accountability and SM&CR ownership.\n• A practical plan: what to test\, what to control\, what to evidence and what to stop.\n• Direct access to the founders\, firms and peers already making these decisions \nImportant \nPIMFA reserves the right to decline or withdraw registrations where attendees are not deemed to meet the appropriate seniority\, relevance or suitability criteria for this event. Please also note that\, by registering\, your data may be shared with the event sponsors for event administration\, follow-up communications and related marketing purposes.
URL:https://www.pimfa.co.uk/event/pimfa-consumer-duty-ai-the-new-operating-model-for-good-outcomes/
LOCATION:Marloo UK Ltd\, 140 Goswell Road\, London\, EC1V 7DY
CATEGORIES:Learning,Roundtables
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/AI-favicon-copy-03-scaled.png
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