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DTSTART;TZID=Europe/London:20260622T084500
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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
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DTSTART;TZID=Europe/London:20260512T083000
DTEND;TZID=Europe/London:20260512T133000
DTSTAMP:20260511T151404Z
CREATED:20260211T183131Z
LAST-MODIFIED:20260511T151404Z
UID:351213-1778574600-1778592600@www.pimfa.co.uk
SUMMARY:Conduct & Culture Roundtable 2026: From Culture Statements to Cultural Evidence
DESCRIPTION:Culture Has Moved From The Margins to the Regulatory Frontline.\nThe FCA’s sharpened focus on non-financial misconduct\, accountability\, and Consumer Duty 2.0 is forcing firms to answer a harder question: Can you prove your culture not just describe it? \nThis year’s Conduct & Culture Roundtable\, in partnership with Protecht\, Elephant’s don’t Forget and Macfarlanes\, brings together senior leaders\, SMF holders\, and culture champions* from across UK wealth management to explore what good really looks like now and what will be expected next. \nThis is not a theory-led conference. \nIt’s a practical\, peer-led roundtable\, under Chatham House Rule\, designed for firms that want culture to hold up under board challenge and FCA scrutiny. \nWhat We’ll Discuss  \n1. From Statements to Evidence: Move beyond values on the wall and staff surveys. Learn what boards and regulators actually trust as evidence of culture and which metrics are quietly failing in 2026. \n2. Consumer Duty in Practice: Consumer Duty isn’t a framework; it’s a cultural test. Hear how leading firms are embedding Duty into decision-making\, behaviour\, and outcomes\, not just controls and MI. \n3. Cultural Measurement: What Works (and What Doesn’t): Unpack the indicators that genuinely influence behaviour and governance and why static MI\, vanity metrics\, and annual surveys no longer provide assurance. \n4. Non-Financial Misconduct: Situations & Scenarios: Through live case studies\, examine how firms are identifying\, escalating\, and acting on non-financial misconduct — and which outcomes truly stand up to FCA scrutiny. \n5. Future-Proofing Culture & Conduct: A forward-looking discussion on what boards and senior leaders need to do now to stay ahead of the next wave of regulatory and reputational risk. \nThe Take-away \nYou’ll leave with: \n\nA clearer view of what credible culture evidence looks like in 2026\nPractical approaches to measuring and governing culture\nInsight into how peers are handling grey-area conduct and misconduct\nA forward-looking perspective on board and SMF accountability\n\nWho Should Attend \nIf you’re responsible for setting\, challenging\, or evidencing culture\, this roundtable is for you. \n\nBoard members\, Chairs & NEDs\nCEOs and SMF holders\nCompliance\, Risk & Financial Crime leaders\nHR\, Culture & People leaders\nConduct and Consumer Duty leads\n\n*Attendance is open to senior leaders from PIMFA full member firms and FCA-regulated firms. To help maintain the integrity of the discussion\, PIMFA may review registrations and reserves the right to decline attendance where the eligibility criteria are not met. \nWhy is this event different \n✔️ Senior-only\, invite-led audience\n✔️ Real case studies\, not hypotheticals\n✔️ Open\, Chatham House-style discussion\n✔️ Practical insight you can take back to your board\n✔️ Designed around what the FCA is really testing now
URL:https://www.pimfa.co.uk/event/cultureroundtable2026/
LOCATION:Macfarlanes\, 20 Cursitor Street\, London\, EC4A 1LT\, United Kingdom
CATEGORIES:Learning,Roundtables
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DTSTART;TZID=Europe/London:20251105T090000
DTEND;TZID=Europe/London:20251105T120000
DTSTAMP:20251021T122715Z
CREATED:20250808T090030Z
LAST-MODIFIED:20251021T122715Z
UID:334409-1762333200-1762344000@www.pimfa.co.uk
SUMMARY:PIMFA Roundtable: AI in Wealth Management 2025
DESCRIPTION:This invite-only event brings together leaders from across the PIMFA membership to discuss practical AI use cases\, ethical and compliance considerations and tangible value creation. Expect deep insights from AI software houses\, honest conversations between member firms\, and thus equipping participants to make better choices about where to take their firm – all under Chatham House rules. \nWho Should Attend: \n\nCOOs and CTOs\nCompliance & Risk Leaders\nHeads of Digital & Innovation\nSenior Wealth Managers and Planners\n\nWhat’s Included: \n\nBreakfast networking\nExpert panel sessions\nInteractive roundtables\nAction-oriented takeaways\nComplimentary lunch\n\nPlease note that places are limited and allocated on a first-come\, first-served basis
URL:https://www.pimfa.co.uk/event/pimfa-roundtable-ai-in-wealth-management/
LOCATION:Farrer & Co\, 55- 56 Lincoln's Inn Fields\, London\, WC2A 3LJ
CATEGORIES:Learning,Roundtables
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DTSTART;TZID=Europe/London:20251016T140000
DTEND;TZID=Europe/London:20251016T173000
DTSTAMP:20251120T160547Z
CREATED:20250818T084302Z
LAST-MODIFIED:20251120T160547Z
UID:335140-1760623200-1760635800@www.pimfa.co.uk
SUMMARY:Culture & Inclusion Roundtable Event
DESCRIPTION:PIMFA\, as a longtime advocate of DE&I\, both for its ethical merits\, and a deep seated belief in its importance for a well performing business culture.  We will be hosting a half day roundtable in October\, under Chatham house rules\, to facilitate a dialogue and through discussions of good practices identify what firms are doing to create inclusive cultures\, the impact it is creating and  what companies are doing to remain true to their values and overcome challenges and pushback. \nPIMFA CEO Liz Field\, and PIMFA Chair\, The Rt. Hon John Gummer\, Lord Deben\, will be speaking to the subject and hosting roundtable discussions on this important topic with additional guest speakers being drawn from previous winners of the PIMFA D&I Awards\, to discuss their pragmatic advice on inclusion implementation and the changing landscape. If you have an interest in the subject\, we encourage you to book your place sooner rather than later\, as ticket numbers will be restricted. This event is free for PIMFA members. \n 
URL:https://www.pimfa.co.uk/event/culture-inclusion-roundtable-event/
LOCATION:Howden\, One Creechurch Ln\, London\, EC3A 5AF\, United Kingdom
CATEGORIES:Learning,PIMFA Events,Roundtables
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