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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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Free – £630.00
Date & Time: 11th Nov 2026 (8:30 - 18:00)
CPD: 7
Location: Eversheds Sutherland
The SMF Regulatory Briefing Programme 2027 – All You Need to Know About Everything That Matters Most
PIMFA’s SMF (Senior Management 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. …
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£950.00 – £1,050.00
Date & Time: 21st Jan 2027 (10:00) - 09th Dec 2027 (11:00)
CPD: 12
Location: Virtual
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Explore the latest trends, challenges, and opportunities shaping mergers and acquisitions in wealth management, and gain insights to navigate this evolving landscape successfully. …
Free
Date & Time: 23rd Nov 2023 (11:00 - 12:00)
Location: In Person
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Examine the implications of the Autumn Statement for retail investors and explore what it could mean for a future general election. …
Free
Date & Time: 27th Nov 2023 (15:00 - 16:00)
Location: In Person
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Start the new year by investing in your leadership journey. Join PIMFA in January 2024 for the next session of our Authentic Leadership Programme, designed to help financial services professionals lead with confidence, clarity, and purpose. …
Free
Date & Time: 04th Dec 2023 (12:45 - 13:45)
Location: In Person
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This interactive webinar will provide practical tools and strategies to help you build trust, inspire teams, and navigate challenges with authenticity in today’s evolving industry landscape. …
Date & Time: 04th Dec 2023 (12:45 - 13:45)
Location: In Person
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In this FREE 60-minute webinar, Richard Preece will speak to Chris Holme and Sarah Riceman from Clyde & Co. They have been managing DSARs (including in relation to large disputes), and complaints, between them for 20 years – and have a huge body of experience around how to manage DSARs, the legal requirements, and the ICO’s expectations. …
Free
Date & Time: 12th Dec 2023 (11:00 - 12:00)
Location: In Person
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Get fully up to date on the FCA’s final rules and guidance for SDR and investment labels, and understand what they mean for your firm’s compliance and reporting obligations. …
Free
Date & Time: 14th Dec 2023 (11:00 - 12:00)
Location: In Person