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UID:307529-1728585000-1728604740@www.pimfa.co.uk
SUMMARY:PIMFA D&I Awards 2024
DESCRIPTION:  \nSHORTLIST ANNOUNCED \nCONGRATULATIONS TO ALL FINALISTS \nPIMFA is the trade association for the wealth management\, investment services and financial advice sector. One of its roles is to promote talent\, diversity and inclusion within this space\, highlight best practice and develop initiatives to help build an industry which better reflects its increasingly diverse customer base. \nThere are many instances of good practice which remain hidden or unrecognised. Businesses both large and small will have examples of innovation aimed at improving their inclusivity and performance\, which in turn drives positive change across the industry. \nFurther\, there is a stream of exceptional\, diverse talent coming up through the ranks in our industry that is changing businesses for the better\, engendering greater support for diverse communities and clients\, and helping to develop and lead innovation. \nWe have launched the PIMFA D&I Awards to celebrate this. \nThe Awards are FREE to enter and open to all firms and stakeholders in the sector – you do not have to be a PIMFA member to enter.\nPlease see the 2024 timeline below: \nApril 10 – Entries are open\nJune 21 – Entries close\nWC July 15 – Shortlist announced\nOctober 10 – Winners announced \nFor further information and to see this year’s categories and criteria click here \nIf you have any questions about booking your table for the 2024 Awards ceremony\, please contact PIMFA’s Events Team on events@pimfa.co.uk. \nAwards ceremony details:\nDate: October 10\nTime: 18:30 – late\nVenue: InterContinental Hotel\, Park Lane\, London \n  \nMore information about the awards can be found here  \n 
URL:https://www.pimfa.co.uk/event/pimfa-di-awards-2024/
CATEGORIES:Symposium, Awards and Networking
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UID:312351-1729778400-1729789200@www.pimfa.co.uk
SUMMARY:Virtual Event: Understanding Customer Vulnerability – A Guide for Firms Launch
DESCRIPTION:There is currently a significant industry and regulatory spotlight on consumer vulnerability\, and it is paramount that firms are able to identify\, support and achieve good outcomes for vulnerable customers. The data requests of the wealth management industry and subsequent Dear CEO letters since November 2023 have shown this as a high priority and the expectation from the FCA that this is led from the top. \nPIMFA has been working closely with the regulator and member firms this year to understand better the extent and range of vulnerabilities that customers may face and to ensure that firms can correctly identify and support those customers. \nAs part of our work\, we will be launching a PIMFA Guide on Understanding Customer Vulnerability’\, which will be a valuable reference aid and tool for firms to use. The Guide\, based on our first version published in 2021\, will assist firms with creating vulnerability strategies and implementing processes and procedures that will not only help to meet regulatory obligations but also identify opportunities to enhance how firms serve all their customers. \nTo mark the publication of the Guide\, we will be holding an event on the 24th of October 2024\, where we will hear from the FCA and a range of industry CEOs and practitioners to discuss the importance of this topic and to share views and best practices and we would like to invite you to attend this event as our guest. Please see details below: \nDate: 24 October 2024\nTime: 14:00 – 17:30\nVenue: Online \nPlease note this is a virtual event which will be live-streamed. For further information please contact events@pimfa.co.uk  \nIf you are a PIMFA Member- Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts. \n 
URL:https://www.pimfa.co.uk/event/pimfa-guide-on-vulnerable-customers-launch/
CATEGORIES:PIMFA Events
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