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Cohort Two Returns: Build Vulnerability Capability That Stands Up to FCA Scrutiny …
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£2,000.00 – £2,500.00
Date & Time: 23rd Sep 2026 (9:30) - 02nd Dec 2026 (12:30)
CPD: 18
Location: Virtual
Join us for the PIMFA Retirement Planning Conference 2026, where leading experts will explore the future of retirement planning, pensions policy, advice and client outcomes. …
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£295.00 – £630.00
Date & Time: 11th Nov 2026 (8:15 - 18:30)
CPD: TBC
Location: Eversheds Sutherland
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This webinar will explore practical strategies to maintain a proactive culture, strengthen governance, and embed accountability across your firm. …
Free
Date & Time: 24th Jun 2024 (11:00 - 12:00)
Location: In Person
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In this FREE 60-minute webinar, Thistle Initiative’s experts unpack the FCA latest expectations, highlighting where and how PIMFA member firms must revisit their IFPR implementation and ICARA reporting to ensure the adequacy and operating effectiveness of your ICARA process follows good industry practice …
Free
Date & Time: 09th Oct 2024 (11:00 - 12:00)
Location: In Person
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Discover how artificial intelligence is reshaping wealth management, driving efficiency, enhancing client experiences, and unlocking new opportunities for growth. …
Free
Date & Time: 11th Nov 2024 (11:00 - 12:00)
Location: In Person
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Explore how firms can identify and support vulnerable clients while meeting – and exceeding – FCA expectations for fair treatment and robust compliance. …
Free
Date & Time: 18th Nov 2024 (11:00 - 12:00)
Location: In Person
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Unpack what you, as a newly appointed or current senior manager, need to know to make better and more informed decisions to meet the rising expectations of staff, your board, and the regulator. …
Free
Date & Time: 26th Nov 2024 (14:00 - 15:00)
Location: In Person
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Uncover how firms can stay ahead of CASS compliance challenges and prepare effectively for potential s166 reviews before issues escalate. …
Free
Date & Time: 14th Jan 2025 (11:00 - 12:00)
Location: In Person