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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20260428T100000
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UID:356098-1777370400-1777388400@www.pimfa.co.uk
SUMMARY:PIMFA Regional Roadshow - Bristol (April 2026)
DESCRIPTION:The PIMFA team are delighted to be returning to Bristol for the first regional roadshow of 2026. PIMFA roadshows provide members/non-members the opportunity to meet and listen to SME’s providing valuable insights on relevant industry topics. \n\n\n\nAgenda*\n\n\n\n\n\n\n\n10:00am  Arrival and Registration\n\n\n\n\n\n\n\n10:30am Regulatory Update including Consumer Duty\nAlexandra Roberts\, Head of Regulatory Policy & Compliance (PIMFA)\n\n\n\n\n\n\n11:00am  PIMFA Morningstar Index Series\nRobert Edwards\, Managing Director\, Index – EMEA  (Morningstar UK Limited)\n\n\n\n\n\n\n11:45am  Client Reporting – Q&A\nAlex Brooks\, Managing Director (Computershare)\n\n\n12:15pm  Networking Lunch\n\n\n\n\n\n\n\n  1:15pm  Introducing the PIMFA Professional Indemnity Insurance Scheme\nJoshua Upil (Onyx Insurance Brokers)\n\n\n\n\n\n\n  2:15pm  New Disclosure Regime\, Risk Warnings\, UKPG\, DFM’s\nJulia Sage-Bell\, Senior Policy Advisor (PIMFA)\n\n\n\n\n\n\n  2:45pm Session Concludes\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n*timings/running order is approximate and is be subject to change\n\n\n\n\nVenue: Computershare\, The Pavilions\, Bridgwater Road\, Bristol BS99 6ZZ.  Click here for location map/directions – parking is available onsite – car registration will need to be provided in advance. \nAttendees will receive 3 hours of CPD for full attendance.  Delegates that do not stay for the entirety of the day will not be allocated CPD hours and will not receive a certificate.
URL:https://www.pimfa.co.uk/event/pimfa-regional-roadshow-bristol-apr26/
LOCATION:Computershare\, Moor House\, 120 London Wall\, London\, EC2Y 5ET\, United Kingdom
CATEGORIES:Briefing,PIMFA Events
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ORGANIZER;CN="PIMFA - Events":MAILTO:events@pimfa.co.uk
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DTSTART;TZID=Europe/London:20260430T083000
DTEND;TZID=Europe/London:20260430T124500
DTSTAMP:20260521T124001Z
CREATED:20260224T094416Z
LAST-MODIFIED:20260521T124001Z
UID:352074-1777537800-1777553100@www.pimfa.co.uk
SUMMARY:M&A Due Diligence: Getting It Right Before (and After) the Deal
DESCRIPTION:Synergies stall.\nCosts rise.\nRegulatory issues emerge.\nValue leaks. \nIn 2026\, due diligence is no longer a technical exercise. It is a strategic capability and a competitive advantage. \nIn this high-impact\, half-day session led by Grant Thornton and supported by Farrer & Co.\, senior deal leaders will unpack how acquiring firms are upgrading financial\, regulatory\, operational and technology due diligence to protect margin\, reduce risk and accelerate growth. \nWhy attend*? \nThis is a practical\, peer-led session focused on real-world outcomes\, not theory. We will explore: \n• Where due diligence typically breaks down in wealth and advice transactions\n• The hidden risks that only emerge post-completion\n• How strong due diligence protects deal value and improves supervisory confidence\n• The operational and technology challenges that undermine synergy cases\n• What leading firms are doing differently in 2026 \nYou will also hear directly from senior industry leaders on the questions they wish they had asked before signing. \n*Attendance is open to senior leaders from PIMFA full member firms and FCA-regulated firms. To help maintain the integrity of the discussion\, PIMFA may review registrations and reserves the right to decline attendance where the eligibility criteria are not met.
URL:https://www.pimfa.co.uk/event/ma-due-diligence-getting-it-right-before-and-after-the-deal/
LOCATION:Grant Thornton UK LLP\, 8 Finsbury Circus\, London\, EC2M 7EA\, United Kingdom
CATEGORIES:Briefing,Learning
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