BEGIN:VCALENDAR VERSION:2.0 PRODID:-//PIMFA - Building Personal Financial Futures - ECPv6.17.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://www.pimfa.co.uk X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:Europe/London BEGIN:DAYLIGHT TZOFFSETFROM:+0000 TZOFFSETTO:+0100 TZNAME:BST DTSTART:20250330T010000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+0100 TZOFFSETTO:+0000 TZNAME:GMT DTSTART:20251026T010000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0000 TZOFFSETTO:+0100 TZNAME:BST DTSTART:20260329T010000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+0100 TZOFFSETTO:+0000 TZNAME:GMT DTSTART:20261025T010000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+0000 TZOFFSETTO:+0100 TZNAME:BST DTSTART:20270328T010000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+0100 TZOFFSETTO:+0000 TZNAME:GMT DTSTART:20271031T010000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;VALUE=DATE:20260507 DTEND;VALUE=DATE:20260508 DTSTAMP:20260327T080148Z CREATED:20260309T125702Z LAST-MODIFIED:20260327T080148Z UID:352884-1778112000-1778198399@www.pimfa.co.uk SUMMARY:Morningstar Investment Conference UK DESCRIPTION:Overview \n \n \n \n As one of our largest events\, and a dedicated ‘tentpole’ gathering for the sector\, the PIMFA Women's Symposium 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\, and roundtables during the course of the event. \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n 600\n \n \n Attendees\n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n 95\n \n \n Speakers\n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n 5\n \n \n Streams\n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n 50\n \n \n Sessions\n \n \n\n\n\n \n \n \n\n\n\n\n\n \n \n \n \n I started the PIMFA Women’s Symposium in 2024\, after being inspired by US colleagues to create an event that would serve as a safe space for women and allies to connect and listen to cutting edge content relating to their professional worlds. It has been wonderful to see the event resonate in the industry\, and grow as rapidly as it has\, including winning awards along the way. More than anything however\, the feedback from delegates has been what has kept us redoing the event\, and this one truly does belong to our wider industry community – if you have attended before\, we look forward to welcoming you back\, and if you have not\, do try it out (men also very much welcome!). The team are already working on how to top last year’s 95 speaker agenda (!)\, so I anticipate another really special couple of days. We look forward to welcoming you on the 19th of October. Liz Field\, Chief Executive\, PIMFA \n \n\n \n \n Why Attend? Hear from 50+ industry-leading speakersConnect with 500+ senior industry professionalsGain practical insights on regulation\, technology and market trendsDiscover innovative solutions from industry expertsEarn CPD creditsLeave with actionable ideas to take back to your organisation    Who should attend? Women across wealth\, investment and advice and male alliesSenior leaders and business ownersEmerging and future leadersAdvisers and wealth managersInvestment professionalsTechnology\, data and AI professionalsHR\, Talent and L&D professionalsMarketing and communications professionalsClient experience professionalsThe wider wealth management community \n \n\n \n \n \n\n\n\n\n \n \n \n\n\n\n\n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 1: Personal Development\n \n 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\, and will include topics such as…-Career Management & Development-Preventative health and self-care-CV building: dos and don’t’s-Taboo busting: addressing uncomfortable subjects-Balancing work and life\, and managing competing priorities\n \n \n \n \n \n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 2: Company Culture\n \n Developing an effective company culture can feel like a nebulous proposition; this stream aims 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\, and will include topics such as…- Effective team management and organisational style- Culture as a factor in brand competitiveness - Effectively fostering inclusion and parity in your organisation-Non-financial misconduct-Talent cultivation and effective long term succession planning\n \n \n \n \n \n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 3: Investment & Markets\n \n This stream aims to get to the heart of the latest developments in investment products within our industry\, and how the wider economic context is affecting UK and global markets; what the latest trends are in investment trajectories\, and what new product developments exist 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\, and will include topics such as…-Economic forecasting in uncertain times-Sustainable investing & ESG-Pensions and retirement products-Defining approaches to affluence-Underrepresented investors \n \n \n \n \n \n\n \n\n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 4: Technology & Disruption\n \n 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\, with topics such as…-Ethical AI : ensuring new products are safe and work-AI aftercare and effective embedding within organisations-The impact of ‘Finfluencers’ and consequences for digital engagement-The refinement of technology regulation -The impact of cryptocurrency on wealth management\n \n \n \n \n \n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 5: Client Management\n \n This stream focusses on the client\, and the changing nature of the financial advisor 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 of a client facing role\, and will include topics such as…-Developing soft skills within an advisory function-Client vulnerability and best practice-Nuances within retirement planning-Ultra-high net worth clients -Relationship management: dos and don’ts\n \n \n \n \n \n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 6: Financial Planning & Small Businesses\n \n This stream is designed for small business and IFA delegates\, and aims to provide specific content for professionals managing a business. This stream will aim to provide content on mergers and acquisitions in the industry\, appointed representatives\, and the future of the IFA sector in the UK market\, and will include topics such as…-The impact of M&A on the sector-Appointed Representatives-The realities of running a business in 2027-Starting up on your own – what IFA’s need-What does the future of advice look like?\n \n \n \n \n \n\n \n\n \n \n \n\n\n\n\n\n\n\n \n \n \n \n \n \n \n\n\n\n \n \n This was such an energising event\, packed from start to finish with informative and inspiring keynotes. This is definitely the Brits of finance.\n \n\n \n \n \n \n \n \n \n \n \n \n \n\n \n \n \n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n\n\n\n \n \n I left the symposium with a renewed sense of confidence and a stronger belief in my potential to achieve more in my career.\n \n\n \n \n \n \n \n \n \n \n \n \n \n\n \n \n \n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n\n\n\n \n \n A great event where women are given the space to learn\, connect\, inspire\, and elevate one another. Every industry\, in every corner of the world\, should create opportunities like this\, because when women thrive together\, entire industries move forward\n \n\n \n \n \n \n \n \n \n \n \n \n \n\n \n \n \n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n\n\n\n \n \n Excellent event for networking\, opportunities for career development and awareness of what's going on across the wider profession. I left the symposium with a renewed sense of confidence and a stronger belief in my potential to achieve more in my career.\n \n\n \n \n \n \n \n \n \n\n \n \n \n \n \n \n \n\n\n\n\n\n\n\n\n \n \n \n\n\n\n\n Find a hotel\n\n\n FAQ'S\n\n\n\n \n \n \n\n\n\n\nInterested in finding out more or exploring sponsorship opportunities? Please contact:\n\n \n \n \n \n \n \n \n \n \n \n \n Michella Oswald\n Head of Events\n \n PIMFA \n \n \n \n \n \n \n \n \n \n Bio \n Michella joined PIMFA in 2019 as Head of Events. Prior to her current role\, Michella worked at Citi\, delivering high-profile events across EMEA\, working closely with internal and external stakeholders from all businesses of the bank \n Michella has over 10 years’ experience working in events in various industries including banking\, HR\, Finance\, Marketing\, Technology and Aviation\, producing events all over the world including Europe\, Asia and North America. She holds a BA in International Events Management from the University of Brighton. \n\n \n \n \n \n\n\n\n \n \n \n\n\n\n\nInterested in speaking at the event? Please contact:\n\n \n \n \n \n \n \n \n \n \n \n \n Stephen Reinhardt\n Strategic Planning Manager\n \n PIMFA \n \n \n \n \n \n \n Bio \n Stephen joined PIMFA in August 2023 as Senior Conference Producer\, and then as Strategic Planning Manager\, looking after content and speaker requirements across PIMFA’s events portfolio\, and assisting with strategic alignment of stakeholder affairs and content requirements. \nStephen is an experienced content strategist and event curator\, joining PIMFA from Rolls-Royce\, and having previously spent a number of years running event and training agendas at UK Finance. Stephen also has a background as a senior analyst specialising in global banking trends and has spent time working in both corporate pensions and insurance broking. \nStephen endeavours to ensure PIMFA’s events meet member needs with up to date regulatory and technological topicality and providing best-in-class sector speakers. URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-3/ CATEGORIES:Industry Events,Symposium, Awards and Networking ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2011/11/morningstar-SQ.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=Europe/London:20260519T083000 DTEND;TZID=Europe/London:20260520T160000 DTSTAMP:20260730T100839Z CREATED:20250530T124312Z LAST-MODIFIED:20260730T100839Z UID:326904-1779179400-1779292800@www.pimfa.co.uk SUMMARY:PIMFA Women's Symposium 2026 DESCRIPTION:Overview \n \n \n \n As one of our largest events\, and a dedicated ‘tentpole’ gathering for the sector\, the PIMFA Women's Symposium 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\, and roundtables during the course of the event. \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n 600\n \n \n Attendees\n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n 95\n \n \n Speakers\n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n 5\n \n \n Streams\n \n \n \n \n \n \n \n \n \n \n \n \n \n\n \n 50\n \n \n Sessions\n \n \n\n\n\n \n \n \n\n\n\n\n\n \n \n \n \n I started the PIMFA Women’s Symposium in 2024\, after being inspired by US colleagues to create an event that would serve as a safe space for women and allies to connect and listen to cutting edge content relating to their professional worlds. It has been wonderful to see the event resonate in the industry\, and grow as rapidly as it has\, including winning awards along the way. More than anything however\, the feedback from delegates has been what has kept us redoing the event\, and this one truly does belong to our wider industry community – if you have attended before\, we look forward to welcoming you back\, and if you have not\, do try it out (men also very much welcome!). The team are already working on how to top last year’s 95 speaker agenda (!)\, so I anticipate another really special couple of days. We look forward to welcoming you on the 19th of October. Liz Field\, Chief Executive\, PIMFA \n \n\n \n \n Why Attend? Hear from 50+ industry-leading speakersConnect with 500+ senior industry professionalsGain practical insights on regulation\, technology and market trendsDiscover innovative solutions from industry expertsEarn CPD creditsLeave with actionable ideas to take back to your organisation    Who should attend? Women across wealth\, investment and advice and male alliesSenior leaders and business ownersEmerging and future leadersAdvisers and wealth managersInvestment professionalsTechnology\, data and AI professionalsHR\, Talent and L&D professionalsMarketing and communications professionalsClient experience professionalsThe wider wealth management community \n \n\n \n \n \n\n\n\n\n \n \n \n\n\n\n\n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 1: Personal Development\n \n 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\, and will include topics such as…-Career Management & Development-Preventative health and self-care-CV building: dos and don’t’s-Taboo busting: addressing uncomfortable subjects-Balancing work and life\, and managing competing priorities\n \n \n \n \n \n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 2: Company Culture\n \n Developing an effective company culture can feel like a nebulous proposition; this stream aims 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\, and will include topics such as…- Effective team management and organisational style- Culture as a factor in brand competitiveness - Effectively fostering inclusion and parity in your organisation-Non-financial misconduct-Talent cultivation and effective long term succession planning\n \n \n \n \n \n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 3: Investment & Markets\n \n This stream aims to get to the heart of the latest developments in investment products within our industry\, and how the wider economic context is affecting UK and global markets; what the latest trends are in investment trajectories\, and what new product developments exist 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\, and will include topics such as…-Economic forecasting in uncertain times-Sustainable investing & ESG-Pensions and retirement products-Defining approaches to affluence-Underrepresented investors \n \n \n \n \n \n\n \n\n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 4: Technology & Disruption\n \n 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\, with topics such as…-Ethical AI : ensuring new products are safe and work-AI aftercare and effective embedding within organisations-The impact of ‘Finfluencers’ and consequences for digital engagement-The refinement of technology regulation -The impact of cryptocurrency on wealth management\n \n \n \n \n \n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 5: Client Management\n \n This stream focusses on the client\, and the changing nature of the financial advisor 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 of a client facing role\, and will include topics such as…-Developing soft skills within an advisory function-Client vulnerability and best practice-Nuances within retirement planning-Ultra-high net worth clients -Relationship management: dos and don’ts\n \n \n \n \n \n\n \n \n \n\n \n \n \n\n \n \n \n \n \n \n \n\n \n \n\n \n \n Stream 6: Financial Planning & Small Businesses\n \n This stream is designed for small business and IFA delegates\, and aims to provide specific content for professionals managing a business. This stream will aim to provide content on mergers and acquisitions in the industry\, appointed representatives\, and the future of the IFA sector in the UK market\, and will include topics such as…-The impact of M&A on the sector-Appointed Representatives-The realities of running a business in 2027-Starting up on your own – what IFA’s need-What does the future of advice look like?\n \n \n \n \n \n\n \n\n \n \n \n\n\n\n\n\n\n\n \n \n \n \n \n \n \n\n\n\n \n \n This was such an energising event\, packed from start to finish with informative and inspiring keynotes. This is definitely the Brits of finance.\n \n\n \n \n \n \n \n \n \n \n \n \n \n\n \n \n \n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n\n\n\n \n \n I left the symposium with a renewed sense of confidence and a stronger belief in my potential to achieve more in my career.\n \n\n \n \n \n \n \n \n \n \n \n \n \n\n \n \n \n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n\n\n\n \n \n A great event where women are given the space to learn\, connect\, inspire\, and elevate one another. Every industry\, in every corner of the world\, should create opportunities like this\, because when women thrive together\, entire industries move forward\n \n\n \n \n \n \n \n \n \n \n \n \n \n\n \n \n \n\n\n\n\n\n\n\n\n\n\n \n \n \n \n \n \n \n\n\n\n \n \n Excellent event for networking\, opportunities for career development and awareness of what's going on across the wider profession. I left the symposium with a renewed sense of confidence and a stronger belief in my potential to achieve more in my career.\n \n\n \n \n \n \n \n \n \n\n \n \n \n \n \n \n \n\n\n\n\n\n\n\n\n \n \n \n\n\n\n\n Find a hotel\n\n\n FAQ'S\n\n\n\n \n \n \n\n\n\n\nInterested in finding out more or exploring sponsorship opportunities? Please contact:\n\n \n \n \n \n \n \n \n \n \n \n \n Michella Oswald\n Head of Events\n \n PIMFA \n \n \n \n \n \n \n \n \n \n Bio \n Michella joined PIMFA in 2019 as Head of Events. Prior to her current role\, Michella worked at Citi\, delivering high-profile events across EMEA\, working closely with internal and external stakeholders from all businesses of the bank \n Michella has over 10 years’ experience working in events in various industries including banking\, HR\, Finance\, Marketing\, Technology and Aviation\, producing events all over the world including Europe\, Asia and North America. She holds a BA in International Events Management from the University of Brighton. \n\n \n \n \n \n\n\n\n \n \n \n\n\n\n\nInterested in speaking at the event? Please contact:\n\n \n \n \n \n \n \n \n \n \n \n \n Stephen Reinhardt\n Strategic Planning Manager\n \n PIMFA \n \n \n \n \n \n \n Bio \n Stephen joined PIMFA in August 2023 as Senior Conference Producer\, and then as Strategic Planning Manager\, looking after content and speaker requirements across PIMFA’s events portfolio\, and assisting with strategic alignment of stakeholder affairs and content requirements. \nStephen is an experienced content strategist and event curator\, joining PIMFA from Rolls-Royce\, and having previously spent a number of years running event and training agendas at UK Finance. Stephen also has a background as a senior analyst specialising in global banking trends and has spent time working in both corporate pensions and insurance broking. \nStephen endeavours to ensure PIMFA’s events meet member needs with up to date regulatory and technological topicality and providing best-in-class sector speakers. 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 END:VEVENT END:VCALENDAR