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In wealth and advice, most deals don’t fail at completion. They fail months later. …
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Free
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3
Location: Grant Thornton UK LLP
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
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£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: TBC
Location: London Excel
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
Yes, it’s another webinar on AI. But this one is different. …
Free
Date & Time: 22nd Jan 2026 (14:00 - 15:00)
Location: Virtual
The FCA has now finalised its guidance on non-financial misconduct in Policy Statement PS25/23. With eight months to implementation, this webinar supports PIMFA member firms in strengthening their systems, training, governance, policies and procedures to align with the new guidance. …
Free
Date & Time: 29th Jan 2026 (14:00 - 15:00)
CPD: 1
Location: Virtual
A webinar for firms where the FOS’ Transformation Team will share an online demonstration of Ombudsman Connect and provide an opportunity member firms to ask questions and provide input. …
Free
Date & Time: 03rd Feb 2026 (11:30 - 12:30)
Location: Virtual
Wealth managers face structural pressure: margin compression, rising regulation, fragmented data and slow decision cycles. Incremental optimisation is no longer enough. The next competitive gap will be defined by operating velocity. The advice firms that win will redesign how decisions are made and executed, using agentic AI to accelerate speed, compress cost and unlock sustainable growth. …
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Free
Date & Time: 16th Apr 2026 (11:00 - 12:00)
CPD: 1
Location: Virtual
Building the platform for AI that actually delivers. …
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Free
Date & Time: 21st May 2026 (14:00 - 15:00)
CPD: 1
Location: Virtual