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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20260924T080000
DTEND;TZID=Europe/London:20260924T170000
DTSTAMP:20260717T080917Z
CREATED:20251210T141914Z
LAST-MODIFIED:20260717T080917Z
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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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261002T090000
DTEND;TZID=Europe/London:20261002T133000
DTSTAMP:20260724T085736Z
CREATED:20260715T082127Z
LAST-MODIFIED:20260724T085736Z
UID:363862-1790931600-1790947800@www.pimfa.co.uk
SUMMARY:The Northern Wealth M&A Forum 2026: Building Regional Champions: Growth\, Succession and Integration October 2026
DESCRIPTION:The next phase of wealth-management consolidation will not be driven by London alone. \nAcross Manchester\, Leeds\, Liverpool\, Sheffield\, Newcastle and the wider North\, established advice and investment firms are facing decisions about succession\, organic growth\, external investment and whether to buy\, sell or remain independent. \nThis half day Northern Wealth M&A Forum brings together buyers\, sellers\, advisers and regional business leaders to explore what consolidation means for firms whose value is rooted in local relationships\, trusted advisers and strong regional brands. \nThis is not another conference focused only on valuations and deal volume. It is a practical discussion about finding the right partner\, protecting clients and employees\, accessing capital\, managing integration and building the next generation of Northern wealth-management firms.
URL:https://www.pimfa.co.uk/event/the-northern-wealth-ma-forum-2026-building-regional-champions-growth-succession-and-integration-october-2026/
LOCATION:Grant Thornton Manchester\, Landmark- St Peter's Square\, 1 Oxford Street\, Manchester\, M1 4PB\, United Kingdom
CATEGORIES:Forum,Learning
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261008T083000
DTEND;TZID=Europe/London:20261008T133000
DTSTAMP:20260625T100925Z
CREATED:20260609T080115Z
LAST-MODIFIED:20260625T100925Z
UID:360874-1791448200-1791466200@www.pimfa.co.uk
SUMMARY:PIMFA AI Summit 2026: Proving\, Scaling and Governing AI in Wealth Management
DESCRIPTION:This half-day summit is part of PIMFA’s AI Programme\, designed in partnership with Publicis Sapient\, to help Wealth Management firms translate AI investments into revenue outcomes and sustainable competitive advantage. \nMost firms have already proven AI can deliver value in isolated use cases. The next phase is scaling it across the enterprise and embedding it into how decisions are made across advice\, portfolios and operations. \nCompetitive advantage will not come from productivity gains alone\, but from the ability to make better decisions\, faster and with greater control. \nYou’ll hear from peers and sector experts on: \nGetting data and business context ready for scale\nOvercoming fragmented\, inconsistent data and enriching it with your firm’s understanding of clients\, markets\, products\, policies and historical decisions to create a reliable foundation for AI \nOrchestrating AI-driven decisioning systems\nEmbedding AI within advisor and operational workflows to augment decision-making with high-quality recommendations. \nScaling with governance and control\nPutting in place the oversight\, explainability and evidence regulators expect \nEvolving the operating model to execute safely and at scale\nAligning business\, technology and data teams\, and enabling advisors\, investment teams and operations functions to work effectively with AI to improve decisions and execution at scale \nWhat to prioritise in 2027 and beyond\nThe capabilities\, controls and workflow changes firms should focus on \nWho should attend \nThis summit is relevant for senior decision makers across UK wealth management with responsibility for AI strategy\, delivery and outcomes\, including: \nChief Information Officers\, Chief Technology Officers and Chief Digital Officers \nChief Data & AI officers \nChief Operating Officers and Heads of Operations \nHead of compliance and governance \nBusiness line leaders across advice\, trading and client service \nPlease note: Places are limited and designed for senior decision-makers of FCA-regulated firms. PIMFA reserves the right to decline registrations that are not aligned with the event’s seniority and focus. \nData sharing: By registering for this event\, your registration details may be shared with the event partners for the purposes of event administration and relevant follow-up. You can opt out of partner communications at any time by contacting the relevant event partner directly. \n 
URL:https://www.pimfa.co.uk/event/pimfa-ai-summit-2026-proving-scaling-and-governing-ai-in-wealth-management/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,Summit
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261008T100000
DTEND;TZID=Europe/London:20261008T150000
DTSTAMP:20260729T114642Z
CREATED:20260722T112600Z
LAST-MODIFIED:20260729T114642Z
UID:364659-1791453600-1791471600@www.pimfa.co.uk
SUMMARY:PIMFA London Regional- October 2026
DESCRIPTION:PIMFA roadshows provide members/non-members the opportunity to meet and listen to SME’s providing valuable insights on relevant industry topics.  Kindly hosted by  Computershare\, members of the PIMFA Policy Team will provide a topical update on the key regulatory\, policy and government developments affecting the wealth management and financial advice sector. Looking back at the major changes over the past 12–18 months and ahead to what’s coming next\, the sessions will highlight what matters most for firms and their clients\, the implications and opportunities\, and where the direction of travel is heading. \n1. Regulatory Change 2026                                                                                                                                                                                                                                                                                                                                                            A practical review of the most significant regulatory developments over the past 12–18 months\, including Consumer Duty\, CCI\, targeted support\, the MPS review and wider FCA initiatives. The session will explain what has changed\, what PIMFA’s view has been\, the impact on firms\, and what firms should be preparing for next. \n2. Policy\, Government and Regulatory Outlook\nA forward-looking session exploring the government’s and regulators’ agenda for the sector. Covering reforms such as targeted support\, limited scope advice and wider Financial Services and Markets Bill changes\, it will examine how policy and regulation are increasingly working together to close the advice gap\, what this means for firms and clients\, and the key developments to watch over the coming year. \n3. Cyber Security\nOur first guestspeaker is from Consilium Broking. \nAgenda will be finalised and placed here in due course.  \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-london-regional-october-2026/
LOCATION:Computershare\, Moor House\, 120 London Wall\, London\, EC2Y 5ET\, United Kingdom
CATEGORIES:PIMFA Events,Regionals
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261111T081500
DTEND;TZID=Europe/London:20261111T183000
DTSTAMP:20260805T091419Z
CREATED:20260713T134705Z
LAST-MODIFIED:20260805T091419Z
UID:363412-1794384900-1794421800@www.pimfa.co.uk
SUMMARY:Pensions and Retirement Planning Conference 2026
DESCRIPTION:Over the past two decades\, the UK pensions landscape has undergone one of the most significant periods of reform in its history. Faced with an ageing population\, increasing life expectancy\, evolving patterns of work\, and growing pressure on public finances\, governments of all political persuasions have reshaped the way we save for and experience retirement. From automatic enrolment and the introduction of the new State Pension to pension freedoms and ongoing reforms aimed at improving outcomes\, the retirement journey has become more flexible—but also more complex. \nWith pension wealth now representing one of the largest stores of household wealth in the UK\, the decisions made today will have profound implications for individuals\, employers\, advisers\, and policymakers alike. This conference will explore the forces driving change and consider the opportunities and challenges that lie ahead. \nJoin us on November 11th to hear from leading experts on: \n\nHow the retirement market is going to drive the advice industry for the next 20 years\nClosing the advice gap – discussion on targeted support and simplified advice and the use of AI\nCreating flexible retirement strategies in uncertain market conditions\nChanging demographics and the need to adapt\nHow much does policy affect the delivery of client facing financial advice?
URL:https://www.pimfa.co.uk/event/pensions-and-retirement-planning-conference-2026/
LOCATION:Eversheds Sutherland\, 1 Wood Street\, London\, EC2V 7WS\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261125T120000
DTEND;TZID=Europe/London:20261125T190000
DTSTAMP:20260713T114745Z
CREATED:20251215T105337Z
LAST-MODIFIED:20260713T114745Z
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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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20271019T080000
DTEND;TZID=Europe/London:20271020T170000
DTSTAMP:20260710T111806Z
CREATED:20260514T133609Z
LAST-MODIFIED:20260710T111806Z
UID:359001-1823932800-1824051600@www.pimfa.co.uk
SUMMARY:PIMFA Women’s Symposium 2027
DESCRIPTION:The Women’s Symposium is PIMFA’s annual summit dedicated to the investment management\, financial advice and wealth management communities.\nAs one of our largest events\, and a dedicated ‘tentpole’ gathering for the sector\, the event is aimed to bring together a broad range of firm types and sizes\, role types\, and seniority levels. The multi-stream content covers everything from personal development and company culture topics\, to the latest insights in investment and client management\, as well as sessions dedicated to the evolution of new technologies in the sector. Our keynotes also bring together some of the biggest names in the industry\, with the event providing a safe space for women and male allies\, to gather and learn\, as well as engage in networking opportunities such as the event’s dinner.\nThe event has grown each year it has taken place\, with the 2027 edition set to be the biggest one yet. Our inaugural\, and award winning\, debut in 2024 featured 63 speakers and 300 delegates\, with our most recent 2026 edition set to feature almost 100 speakers\, and over 600 delegates. Book now to secure your place!
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2027/
LOCATION:London Excel\, Royal Victoria Dock\, 1 Western Gateway\, London\, E16 1XL\, United Kingdom
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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