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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20260430T083000
DTEND;TZID=Europe/London:20260430T124500
DTSTAMP:20260424T184052
CREATED:20260224T094416Z
LAST-MODIFIED:20260327T091346Z
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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DTSTART;VALUE=DATE:20260507
DTEND;VALUE=DATE:20260508
DTSTAMP:20260424T184052
CREATED:20260309T125702Z
LAST-MODIFIED:20260327T080148Z
UID:352884-1778112000-1778198399@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Morningstar Investment Conference UK – 7 May 2026\, London\nDon’t miss this must-attend event for UK financial advisers\, wealth managers\, and fund selectors! Join us for a full day of curated content\, expert insights\, and practical strategies from industry leaders to help future-proof your firm. Celebrate our 20th edition with us. \n🎟️ Early Bird tickets £19 until 7 April\, then £99. Secure your place today!
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-3/
CATEGORIES:Industry Events,Symposium, Awards and Networking
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260519T080000
DTEND;TZID=Europe/London:20260520T170000
DTSTAMP:20260424T184052
CREATED:20250530T124312Z
LAST-MODIFIED:20260424T074245Z
UID:326904-1779177600-1779296400@www.pimfa.co.uk
SUMMARY:PIMFA Women's Symposium 2026
DESCRIPTION:PIMFA’s Women’s Symposium is one of our flagship (and award winning) tentpole events for the industry\, at which we gather hundreds of industry participants\, both women and male allies\, for two days of premium conference content on a range of subjects\, including personal development\, company culture\, the latest investment and technology trends\, and client management. The event aims to create a safe space for professionals to network\, learn and share best practice from across their professional world\, be it within investment management\, financial advice or wealth management. \nThis year’s event will feature over 50 sessions\, across five content streams\, through which our delegates can mix and match their event journey by joining various sessions at different points during the two days. The event will also be capped off by a networking dinner\, offering an excellent opportunity to connect with friends and colleagues. This year’s 80+ speaker agenda will include the following: \n\nThe main stage – for our headline content at the event we aim to shine a light on the biggest topics affecting the industry\, delivered by some of the most distinctive voices in the City and beyond. We take great pride in bring unique voices from both the financial services world\, and from outside of the City to give genuinely insightful perspectives to our audience.\n\n\nThe ‘Personal Development’ stream – in this stream we will be focussing on the individual and aiming to provide content that will not just help the professional\, but the person working in our industry. This stream will aim to provide content on both personal health topics\, and on best practice for career development.\n\n\nThe ‘Company Culture’ stream – developing an effective company culture can feel like a nebulous proposition; this stream will aim to address the impact of personal topics at work\, and how to ensure your workplace is positive and inclusive for staff. This stream will aim to provide content on both creating and maintaining an effective company culture\, and on competitive brand differentiation in an evolving world.\n\n\nThe ‘Investment Topics’ stream – this stream aims to get to the heart of the latest developments in investment products within our industry; what the latest trends are in investment trajectories\, and product developments for clients. This stream will aim to provide content on the latest investment trends\, and a substantive view of both domestic and international markets in a time of change.\n\n\nThe ‘Client Management’ stream – this stream focusses on the client and the changing nature of the financial adviser and wealth manager in the industry; both in terms of specific advisory trends\, and the changing nature of the industry. This stream will aim to provide content on both different client segments and their needs\, and on how to improve soft skills required for a client facing role.\n\n\nThe ‘Technology & Disruption’ stream – this stream focusses on the increased digitisation of our sector\, the impact of rapidly developing technology areas such as AI\, and how the future of our industry will be affected by these advancing changes. The stream will focus on both how new technologies are changing firms\, how products within the financial world are adapting\, and the impact on investors and clients.\n\nThe event has a great atmosphere\, and we recommend industry colleague from every walk of life to try it out – we really do think we have something for everyone. For a flavour of how the event feels\, see our highlight videos below from 2024 and 2025.  Join us – we can’t wait to welcome you into our community! \n  \nWatch the highlights from our 2024 and 2025 Women’s Symposium\n\n\n\n\n\n\n\n\n  \nThe 2024 & 2025 events were a huge success\, and we expect this event to sell out very quickly; early booking is highly recommended. Are you planning to book 5 or more tickets? Get in touch with the team at events@pimfa.co.uk  to discuss bespoke ticket packages. \nDo you have an interesting story to share\, or are you interested in exhibiting? We are still looking for speakers for the final agenda spots\, and a few sponsorship opportunities are also still open – if you’d like to be considered for either\, please email us on events@pimfa.co.uk to discuss it further. \nTo access the PIMFA member discount you will need to log in to your account first. If you don’t have a PIMFA account\, please create one at www.pimfa.co.uk/registration \nFor information on available hotels\, take a look at our interactive map  Launch Hotel Map
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2026/
LOCATION:London Excel\, Royal Victoria Dock\, 1 Western Gateway\, London\, E16 1XL\, United Kingdom
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/06/WS-favicon_web_full_colour_avatar.jpg
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260702T183000
DTEND;TZID=Europe/London:20260702T230000
DTSTAMP:20260424T184052
CREATED:20250616T104449Z
LAST-MODIFIED:20260416T131906Z
UID:327398-1783017000-1783033200@www.pimfa.co.uk
SUMMARY:PIMFA Annual Dinner 2026
DESCRIPTION:Following the success of the PIMFA Annual reception\, we will be launching the brand new PIMFA Annual Dinner 2026\, taking place on July 2\, in London. \nThis flagship event promises to unite over 300 senior representatives spanning the breadth of the wealth\, investment services and  financial advice industry. Key figures from government\, regulatory bodies\, and  policy makers will also be in attendance.​ \nKey benefits of attending: \n\nNetworking – connect with senior representatives from across the industry\, regulators\, government and other stakeholder organisations.\nInsights: stay informed about the latest trends\, challenges and opportunities shaping the landscape of our sector.\nRelationship building: strengthen existing relationships and cultivate new connections.\nInspiration: gain valuable insights from industry leaders through conversations and speeches.\n\nPlease contact events@pimfa.co.uk for more information on how to book your table.
URL:https://www.pimfa.co.uk/event/pimfa-annual-dinner/
LOCATION:Intercontinental Park Lane\, One Hamilton Place\, London\, W1J 7QY\, United Kingdom
CATEGORIES:Dinner,PIMFA Events,Symposium, Awards and Networking
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DTSTART;TZID=Europe/London:20260924T080000
DTEND;TZID=Europe/London:20260924T170000
DTSTAMP:20260424T184052
CREATED:20251210T141914Z
LAST-MODIFIED:20260402T073106Z
UID:346439-1790236800-1790269200@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2026
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2026 will be returning in September! \nThis event\, one of the regular fixtures in the PIMFA calendar\, highlights key issues raised across our working groups\, and is aimed at compliance professionals in the investment management and financial advice world. The event brings together best in class sector speakers\, and a high-level audience who can engage with the experts to facilitate fruitful discussions on the latest issues affecting our sector. \nThe Compliance Conference will be live streamed on the day of the event and if joining virtually you will have the opportunity to ask questions to speakers and panellists. Those attending in person will have the opportunity to network with fellow industry colleagues\, speakers\, and sponsors. Dates\, sessions\, and speakers will be announced shortly. \nIf you have any questions or have any interest in speaking or sponsoring this event\, please contact events@pimfa.co.uk to find out more.
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2026/
LOCATION:Herbert Smith Freehills Kramer\, Exchange House\, Primrose St\, London\, EC2A 2EG\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261125T120000
DTEND;TZID=Europe/London:20261125T190000
DTSTAMP:20260424T184052
CREATED:20251215T105337Z
LAST-MODIFIED:20260204T134609Z
UID:346856-1795608000-1795633200@www.pimfa.co.uk
SUMMARY:Senior Leadership Summit 2026
DESCRIPTION:The event is open to senior member firm colleagues and strictly by invitation only. The aim is to provide a forum where relevant content will be presented and an opportunity for you to network with your peers will be provided. \nThe event is open to Wealth Management firms CEOs and nominated guests only. \nIf you have any interest in sponsoring or have any questions about this event please email events@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/senior-leadership-summit-2026/
LOCATION:IET London\, 2 Savoy Place\, London\, WC2R 0BL\, United Kingdom
CATEGORIES:PIMFA Events,Summit
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