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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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Join PIMFA’s webinar to explore how firms can prepare for potential s166 reviews by strengthening CASS compliance and mitigating risks before issues escalate. …
Free
Date & Time: 21st Jan 2025 (11:00 - 12:00)
Location: In Person
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Understand the new duty to prevent sexual harassment in the workplace, explore regulatory expectations, and learn practical steps to create a safe and compliant culture. …
Free
Date & Time: 25th Feb 2025 (11:00 - 12:00)
Location: In Person
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In this FREE 60-minute webinar, our panel remove the veil and offers a deep dive look into the regulatory hurdles, post-merger complexities and common due diligence failings that threaten to scupper mergers and acquisitions in the UK's wealth management sector. …
Free
Date & Time: 03rd Jul 2025 (11:00 - 12:00)
CPD: 1
Location: Virtual
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One year after the FCA's anti-greenwashing rule came into effect on May 31st 2024, the FCA announced on April 30th 2025, that it was dropping SDR plans for portfolio managers. How should PIMFA member firms make sense of what has happened? …
Free
Date & Time: 10th Jul 2025 (12:00 - 13:00)
Location: Virtual
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Learn practical strategies for supporting clients with year-end tax planning, helping them optimize allowances and make informed decisions before the deadline. …
Free
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
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Review the current state of sustainable finance policy, explore key regulatory developments, and gain insights into what’s next for ESG and responsible investing. …
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person