BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//PIMFA - Building Personal Financial Futures - ECPv6.15.18//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:PIMFA - Building Personal Financial Futures
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:20220327T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20221030T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20230326T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20231029T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20240331T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20241027T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20250330T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20251026T010000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240125T110000
DTEND;TZID=Europe/London:20240125T120000
DTSTAMP:20260421T063326
CREATED:20230912T090335Z
LAST-MODIFIED:20251119T091306Z
UID:294950-1706180400-1706184000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Climate change and Financial Crime: A vicious cycle
DESCRIPTION:Join financial crime platform Themis as they take you through the links between financial crime and climate change\, demonstrating why the ‘S’ and the ‘G’ of ESG are just as important for firms’ climate change efforts as the ‘E’. \nIn this FREE 60-minute webinar\, we look at how financial crime harms the environment and contributes to climate change\, and how\, in a vicious cycle\, climate change is further fuelling financial crime worldwide. We also discuss how firms can help reduce their carbon footprint and damaging environmental impacts through their anti-financial crime efforts; for example\, through adequate supply chain risk assessment\, customer due diligence and responsible investment. \nThis webinar will help you understand: \n– The links between financial crime and climate change\n– Why tackling financial crime is just as important for the ‘E’ as the ‘S’ and the ‘G’ in ESG\n– Some of the ways you can address climate change and your carbon footprint through anti-financial crime efforts
URL:https://www.pimfa.co.uk/event/pimfa-webinar-climate-change-and-financial-crime-a-vicious-cycle/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pexels-kammeran-gonzalezkeola-7925914-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231214T110000
DTEND;TZID=Europe/London:20231214T120000
DTSTAMP:20260421T063326
CREATED:20231201T201756Z
LAST-MODIFIED:20251119T095747Z
UID:303408-1702551600-1702555200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Get up to date on the SDR and investment labels final rules and guidance
DESCRIPTION:Join us for a webinar discussion on the Sustainability Disclosure Requirements and investment labels regime and a deep dive into the final rules and guidance. The Sustainability Disclosure Requirements and investment labels regime aims to help consumers navigate the market for sustainable investment products. The rules introduce: \n\nAn anti-greenwashing rule for all FCA-authorised firms. The FCA is also   consulting on supporting guidance.\nNaming and marketing rules for investment products\, to ensure the use of sustainability-related terms is accurate.\nFour labels to help consumers navigate the investment product landscape and enhance consumer trust.\nConsumer-facing information to provide consumers with more accessible information.\nDetailed information targeted at institutional investors and consumers seeking more information in pre-contractual\, ongoing product-level\, and entity-level disclosures.\nRequirements for distributors to ensure that product-level information (including the labels) is made available to consumers.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-get-up-to-date-on-the-sdr-and-investment-labels-final-rules-and-guidance/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/10/pexels-jeff-vinluan-9223080-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231214T100000
DTEND;TZID=Europe/London:20231214T150000
DTSTAMP:20260421T063326
CREATED:20231023T120501Z
LAST-MODIFIED:20251120T131247Z
UID:297624-1702548000-1702566000@www.pimfa.co.uk
SUMMARY:PIMFA Regional Roadshow - Bristol (December 2023)
DESCRIPTION:Following March’s successful Roadshow\, the PIMFA team are heading back to Bristol for another Regional. \nThe PIMFA team\, along with our guest speakers\, are looking forward to greeting attendees on the day. \nOur Roadshows provide you with the opportunity to meet and listen to SME’s on relevant industry topics.  This time we will be covering: \nAgenda: \n10:00-10:30 – Registration & Coffee \n10:30-11:00 – Regulatory Update – Alexandra Roberts\, Head of Regulatory Policy and Compliance (PIMFA) \n11:00-12:00 – Understanding Cyber Risk Management in a regulated industry  – Kerrie Machin\, Partner\, & Head of Business Development\, (MITIGO) \n12:00-12:30 – How local philanthropy advice can improve your client relationships – Angela Emms\, Philanthropy Manager (Quartet Community Foundation) \n12:30-13:15 – Networking Lunch \n13:15-13:45 – Pitfalls and product confidence under the consumer duty lens – Thomas Yates\, Communications Consultant\, (Computershare) \n13:45- 14:15 – Overcoming data quality issues to deliver positive outcomes – Duncan Stevens\, Co-Founder & CEO (Gretel) \n14:15 – 15:00 – Consumer Duty Update – Monitoring\, Testing\, MI & Assurance – Daren Allen\, Partner (Shoosmiths) \nVenue: Computershare\, The Pavilions\, Bridgwater Road\, Bristol BS99 6ZZ \nNetworking opportunities will be available. \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.
URL:https://www.pimfa.co.uk/event/pimfa-regional-roadshow-bristol-december-2023/
CATEGORIES:Briefing,PIMFA Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/10/mohammad-alizade-62t_kKa2YlA-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231213T140000
DTEND;TZID=Europe/London:20231213T180000
DTSTAMP:20260421T063326
CREATED:20230425T105001Z
LAST-MODIFIED:20251113T170124Z
UID:276638-1702476000-1702490400@www.pimfa.co.uk
SUMMARY:PIMFA Under 40 Forum 2023
DESCRIPTION:For the past 6 years\, PIMFA has run the Millennial forum of individuals from our membership. This has since become the Under 40 Leadership Committee. Its purpose is to bring together bright minds to debate\, research and consider pressing issues facing our industry. Their findings result in a report\, which is published and widely circulated. You can download the 2022 report here \nAt the event on December 13\, The Under 40 Forum members will be presenting their findings from their work this year\, including topics which affect our industry. The day will also welcome industry expert speakers. \nThis event is free for PIMFA members to attend. \nIf you are interested in attending please contact the team on events@pimfa.co.uk – places are limited and will be allocated on a first-come\, first-served basis. \nEvent Details:\nDate: 13 December 2023\nTimes: 14:00 – 18:00\nVenue: Fidelity International\, 4 Cannon Street. EC4M 5AB
URL:https://www.pimfa.co.uk/event/pimfa-under-40-forum-2023/
CATEGORIES:PIMFA Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/08/su-san-lee-g3PyXO4A0yc-unsplash-1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231212T110000
DTEND;TZID=Europe/London:20231212T120000
DTSTAMP:20260421T063326
CREATED:20231026T095839Z
LAST-MODIFIED:20260311T105211Z
UID:295504-1702378800-1702382400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Subject Access Requests: How To Recognise\, Handle and Respond Proportionately!
DESCRIPTION:According to a recent survey\, ‘60% of professionals surveyed across financial services have reported an increase in DSARs over the past year’ and ‘51% have received complaints from data subjects about a data subject access request (DSARs)’. \nThis is not surprising – customers and clients who are unhappy\, or want to find out information which is held on them\, are more cognisant than ever of their rights under DSARS\, and very few employee disputes these days come unaccompanied by a DSAR. \nGiven this\, and the fact that DSARs can be a significant drain on resources and can (very importantly) lead to the provision of information and documentation which was never intended to be made public\, they need to be managed carefully. \nIn this FREE 60-minute webinar\, Richard Preece will speak to Chris Holme and Sarah Riceman from Clyde & Co. They have been managing DSARs (including in relation to large disputes)\, and complaints\, between them for 20 years – and have a huge body of experience around how to manage DSARs\, the legal requirements\, and the ICO’s expectations.  They will discuss how PIMFA member firms can: \n\nReact and respond to a DSAR with professionalism and speed\nEnsure they are correctly identifying and redacting information so as to not disclose any information the requester is not entitled to\nIdentify when a request is manifestly unfounded and excessive and respond appropriately\nRegardless of size\, have effective management in place to efficiently respond to DSARs\nBe prepared for any regulatory scrutiny and enforcement action when handling DSARs
URL:https://www.pimfa.co.uk/event/pimfa-webinar-subject-access-requests-how-to-recognise-handle-and-respond-proportionately/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/sunset-1220040_1280.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231204T124500
DTEND;TZID=Europe/London:20231204T134500
DTSTAMP:20260421T063326
CREATED:20251113T171818Z
LAST-MODIFIED:20251113T171818Z
UID:304958-1701693900-1701697500@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 'Find out more' November 2023-2
DESCRIPTION:We would like to invite you to discover more about PIMFA’s  ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute\, no obligation webinar. \nIn this webinar with executive coach Caroline Holt\, you will: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentic-leadership-programme-5-find-out-more-november-2023-2/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/ravi-pinisetti-1zikZJVXSfA-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231204T124500
DTEND;TZID=Europe/London:20231204T134500
DTSTAMP:20260421T063326
CREATED:20231026T094249Z
LAST-MODIFIED:20251113T171713Z
UID:297842-1701693900-1701697500@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 'Find out more' January 2024
DESCRIPTION:We would like to invite you to discover more about PIMFA’s  ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute\, no obligation webinar. \nIn this webinar with executive coach Caroline Holt\, you will: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentic-leadership-programme-5-find-out-more-november-2023-2-2/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/ravi-pinisetti-1zikZJVXSfA-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231127T150000
DTEND;TZID=Europe/London:20231127T160000
DTSTAMP:20260421T063326
CREATED:20231018T211800Z
LAST-MODIFIED:20251119T105911Z
UID:297302-1701097200-1701100800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: The Autumn Statement: What are the implications for retail investors and a future general election?
DESCRIPTION:The Chancellor has announced that the 2023 Autumn Statement will occur on Wednesday\, 22 November 2023. The Autumn statement updates the government’s plans for the economy. This Autumn budget is of particular interest based on a possible general election being called in 2024. \nJoin Iona Martin\, Head of Private Banking Tax\, KPMG\, and David Ostojitsch\, Director of Government Relations and Policy\, PIMFA\, for a comprehensive update on what the Autumn budget statement includes and what it means for you\, your firm\, clients\, and the wealth management and advice industry. \nPlease note this webinar is for PIMFA Members only
URL:https://www.pimfa.co.uk/event/pimfa-webinar-the-autumn-statement-what-are-the-implications-for-retail-investors-and-a-future-general-election/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pexels-jess-loiterton-5232302-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231123T110000
DTEND;TZID=Europe/London:20231123T120000
DTSTAMP:20260421T063326
CREATED:20231004T104758Z
LAST-MODIFIED:20251119T101532Z
UID:296171-1700737200-1700740800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: M&A in Wealth Management: Trends\, Challenges and Opportunities
DESCRIPTION:Whether your firm is preparing to acquire or ready to sell\, implementing a best practice approach to M&A is very often what separates long-term value creation from value destruction. \nIn this FREE 60-minute webinar discussion\, industry advisors Maurice McDonald\, Director at Cosegic\, alongside Anthony Turner and Andy Peterkin\, Partners at the law firm Farrer & Co.\, specialists in sale and acquisitions\, outline the strategic issues PIMFA member firms should know to enable them to realise value from transactions. \nKey topics for discussion include: \n1. How M&A deals are shaking up the industry.\n2. What really support a deal’s price.\n3. Making a success of M&A deals.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-ma-in-wealth-management-trends-challenges-and-opportunities/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pexels-jess-loiterton-5232302-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231120T170000
DTEND;TZID=Europe/London:20231122T200000
DTSTAMP:20260421T063326
CREATED:20230703T140157Z
LAST-MODIFIED:20231025T094718Z
UID:285802-1700499600-1700683200@www.pimfa.co.uk
SUMMARY:Finance Magnates London Summit - FMLS:23
DESCRIPTION:The Finance Magnates London Summit FMLS:23 is the year’s most exclusive and premium event. This outstanding event is specialised particularly for the fintech\, payments\, digital assets\, and online trading industries\, and will take place from November 20th to 22nd\, 2023\, at the famous Old Billingsgate in London. \n2.5 days of unequalled networking and knowledge-sharing possibilities. With a historic attendance of 3500+ industry experts\, this is your chance to network with the financial world’s top. Engage with over 150 eminent speakers who are at the forefront of their disciplines\, delivering essential insights into the current trends and strategies. \nIndulge in a premium exhibition with 150+ exhibitors\, where you’ll discover cutting-edge innovations\, special products\, and services. Network with industry pioneers\, investors\, and innovators to forge connections that can propel your business to new heights. \nJoin us in the Old Billingsgate in London from November 20th to 22nd\, 2023\, for an elite and premium event that will shape the future of finance.
URL:https://www.pimfa.co.uk/event/finance-magnates-london-summit-fmls23/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/paragliding-1220001_1280.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231109T130000
DTEND;TZID=Europe/London:20231109T143000
DTSTAMP:20260421T063326
CREATED:20231024T103418Z
LAST-MODIFIED:20251119T100931Z
UID:297593-1699534800-1699540200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Imposter or talented over-achiever? Nov 2023
DESCRIPTION:Even though you’ve achieved some success in your career\, do you sometimes feel like an imposter? \nThe Imposter Syndrome is now recognised as a commonplace work experience – especially for career women. It has them attributing their success to luck\, discounting their capabilities and fearing being ex-posed as a fraud. They constantly strive for better results and are generally high achievers as a result – all-though are very unlikely to recognise this. \nHowever\, this over-achieving can lead to burn-out from an overly driven need to succeed. Or\, fear of failure and being found out as a fraud can stop them from stepping up to opportunities that will help them develop their skills\, gain experience and progress their careers. Sheryl Sandberg (COO of Facebook and author of ‘Lean In: Women\, Work\, and the Will to Lead’) says that\, to lean in fully\, women need to get comfortable with their success. When women fully own and appreciate their value\, they can\, then\, denounce the demands and accusations of their internal ‘imposter gremlin’ and embrace and enjoy success. \nWebinar structure: \nDuring this interactive session\, we will investigate the Imposter Syndrome – what it is\, how it can impact performance and how to shift the attitudes that underpin it. You will have the opportunity to explore the impact of the Imposter Syndrome both at a personal level and more widely. Coach and trainer\, Caroline Holt\, will share a simple-to-use and very effective technique for recognising and appreciating your own capabilities and helping others to do the same. You will have the opportunity to practise this during the webinar.\nWebinar take-aways: \n• A greater recognition and appreciation of the value that you bring to a project or organisation\n• Increased motivation to reach for more\n• A powerful technique in your toolkit for building core confidence and inspiring yourself and others to step up to bigger challenges
URL:https://www.pimfa.co.uk/event/pimfa-webinar-imposter-or-talented-over-achiever-nov-2023/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/06/Untitled-design-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231102T160000
DTEND;TZID=Europe/London:20231102T193000
DTSTAMP:20260421T063326
CREATED:20230927T153855Z
LAST-MODIFIED:20231002T074637Z
UID:296144-1698940800-1698953400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Oxford - Thursday 2nd November
DESCRIPTION:At Thatcher Business Education Centre\, Saïd Business School\, Lecture Theatre VI (Intesa Sanpaolo) we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Oxford – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Mills & Reeve\, SFC Capital and Wellers
URL:https://www.pimfa.co.uk/event/ready-steady-grow-oxford-thursday-2nd-november/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Oxford.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231102
DTEND;VALUE=DATE:20231103
DTSTAMP:20260421T063326
CREATED:20230502T091415Z
LAST-MODIFIED:20251119T163809Z
UID:277353-1698883200-1698969599@www.pimfa.co.uk
SUMMARY:Reinforcing Customer Centricity: How Your Firm Can By July 2023\, Meet The Exacting Standards Customer Support And Consumer Understanding Under Consumer Duty
DESCRIPTION:It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approaches to assessing a client’s investment preferences will stand up to regulatory scrutiny through the lens of Consumer Duty.\nIn a matter of months\, the FCA requires you to be able to evidence that your firm is putting themselves ‘in the shoes of your customers’\, acting in good faith\, avoiding causing foreseeable harm and enabling customers to achieve their financial objectives. \nConsumer Duty requires role relevant training\, rather than a tick box approach to learning. To that end\, this one day in house training course\, personalised to your specific needs\, takes your advisors through step by step through a framework they can adopt to improve their approach to client suitability\, the critical component in your firm’s ability to meet the Duty’s two outcomes on customer support and consumer understanding. \nBut even a proven framework won’t help your firm meet the regulators standards\, if the new skills don’t stick. That’s why we give your advisors the confidence\, tools and support they need to talk with their clients about their values\, motivations and ambitions\, moving beyond the current approach to suitability. \nWhat We Cover\nIn this live\, bespoke interactive\, tutor led one day training course\, we take you through how you can: \n\nUpdate your current approach to suitability to align with the new Consumer Duty before the 31st July to help to meet two of the outcomes of the regulations – customer support and consumer understanding\nDeploy ‘ready to use’ approaches your advisors and wealth managers can immediately use to evidence a clearer and higher standard of care to the regulator\, while meeting client needs and expectations.\nAchieve genuine competitive advantage in client experience giving you the tools and support you need to build the capabilities of your client facing teams.\nLeverage Consumer Duty as a catalyst for commercial growth based on growing a values-based purpose driven wealth management business.\nEnhance your firms Reputation as a market leader\, allowing you to become the best in class for client centric approaches to Consumer Duty.\nUpskill your workforce to Retain the best talent in the field allowing them to form greater bonds with clients.\n\nPost Course Coaching\nA highlight of this training course is the inclusion of follow up coaching to support the implementation of the key learnings of this training course within your firm. Alongside your coach\, you will discuss your action plan for executing your newly learnt approaches\, putting in organisation wide measures to help overcome expected or unexpected execution obstacles and creating a long term strategy that will keep you ahead of any further regulatory changes. \nWho should attend?\nThis course is designed for firms to put in place the essential ingredients support commercial growth and to meeting two of the Consumer Duty outcomes on customer support and consumer understanding and their client facing professional advisors who will lead in delivering a customer centric service. This training is invaluable to: \n\nHeads of Sales who\, looking to build and maintain a strong sales pipeline\, want their team to develop a deeper level of engagement\, based on their values with both prospects and existing clients.\nTraining & Competency Supervisors who want to deliver role relevant consumer duty training for their financial advisors\, wealth managers or financial planners.\nCompliance Heads and Senior Management who need to grasp the key role advisors play in achieving Consumer Duty compliance.\n\nTrainers\nJohn Pepin\, CEO\, Philanthropy Impact \nJohn is Chief Executive of Philanthropy Impact. Its purpose is to increase the flow of capital for good by enabling to HNW and UHNW private clients and their families to match their purpose driven wealth strategies with their values capturing their ESG/impact investment and philanthropic preferences.  It achieves this by working with professional private client advisors (wealth management\, private banking\, independent financial advice\, tax and legal sectors) to ultra-high net worth and high net worth individuals to grow and enhance the quality of the support they give to their clients.  The network also includes individual philanthropists and social investors\, trusts and foundations\, charities and social enterprises.  The organisation acts as a knowledge hub and centre of excellence realising its vision by means of thought leadership and sharing intelligence\, events\, CPD Certified and CISI Endorsed training\, bespoke networking opportunities\, government liaison\, publications including a magazine\, and resources for advisors and other stakeholders. \nExperienced senior level practioners from the wealth management industry will support John deliver this training course. \nRegister Your Interest\nSimply fill in the form below and click Submit to register your interest in this course. \nPlease select a valid form
URL:https://www.pimfa.co.uk/event/reinforcing-customer-centricity-how-your-firm-can-by-july-2023-meet-the-exacting-standards-customer-support-and-consumer-understanding-consumer-duty/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/06/800x800_hotairballoon_colour.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231019T160000
DTEND;TZID=Europe/London:20231019T193000
DTSTAMP:20260421T063326
CREATED:20230927T153920Z
LAST-MODIFIED:20231002T074637Z
UID:296142-1697731200-1697743800@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Belfast - Thursday 19th October
DESCRIPTION:At KPMG\, The Soloist Building\, 1 Lanyon Place\, Belfast\, BT1 6DH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Belfast – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of  Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Deepbridge Capital\, KPMG\, Octopus Ventures\, Ormeau Baths\, RW Blears and Sapphire Capital Partners
URL:https://www.pimfa.co.uk/event/ready-steady-grow-belfast-thursday-19th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Belfast.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231017T160000
DTEND;TZID=Europe/London:20231017T193000
DTSTAMP:20260421T063326
CREATED:20230927T153945Z
LAST-MODIFIED:20231002T074637Z
UID:296140-1697558400-1697571000@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Newcastle - Tuesday 17th October
DESCRIPTION:At Newcastle Helix\, Newcastle upon Tyne\, NE4 5TF we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Newcastle – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of  Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, CT Accountants Advisors\, Par Equity and Ward Hadaway
URL:https://www.pimfa.co.uk/event/ready-steady-grow-newcastle-tuesday-17th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Newcastle.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231012T183000
DTEND;TZID=Europe/London:20231012T230000
DTSTAMP:20260421T063326
CREATED:20230324T103126Z
LAST-MODIFIED:20260327T080215Z
UID:272777-1697135400-1697151600@www.pimfa.co.uk
SUMMARY:PIMFA D&I Awards 2023
DESCRIPTION:PIMFA 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. \nIf you have any questions about booking your table for the 2023 Awards ceremony\, please contact PIMFA’s Events Team on events@pimfa.co.uk. \nCLICK HERE TO VIEW THE 2023 CATEGORIES AND FURTHER INFORMATION
URL:https://www.pimfa.co.uk/event/pimfa-di-awards-2021-2-2/
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/03/MicrosoftTeams-image-2-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231012T180000
DTEND;TZID=Europe/London:20231012T220000
DTSTAMP:20260421T063326
CREATED:20230927T154027Z
LAST-MODIFIED:20231002T074638Z
UID:296017-1697133600-1697148000@www.pimfa.co.uk
SUMMARY:Exclusive evening with Sir Ranulph Fiennes\, the world’s most legendary adventurer
DESCRIPTION:As the finance world faces a complex climb\, meet the man who’s climbed more mountains than most. \nWe would like to personally invite you to a unique opportunity to learn with Sir Ranulph Fiennes. This exclusive evening is being held by Industrial Thought Group in collaboration with our subsidiary Financial Software Limited on Thursday\, 12 October 2023 from 6pm at the Eight Club Moorgate. \nPlease RSVP here so we can confirm your place.
URL:https://www.pimfa.co.uk/event/exclusive-evening-with-sir-ranulph-fiennes-the-worlds-most-legendary-adventurer/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/IMG_0751.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231011T160000
DTEND;TZID=Europe/London:20231011T180000
DTSTAMP:20260421T063326
CREATED:20230927T154256Z
LAST-MODIFIED:20231002T074638Z
UID:296139-1697040000-1697047200@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cambridge – Wednesday 11th October
DESCRIPTION:At Mills & Reeve\, Botanic House\, 100 Hills Road\, Cambridge\, CB2 1PH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Cambridge – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, tbc \n4.35 Update on the early-stage market and recent commitments in Cambridge – Paul Sullivan\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, Jan Fachot\, PEM \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Zickie Lim\, Mills & Reeve \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – tbc \nPanellists: Harry Bell – Charles Stanley\, Tim Dickens – Octopus Ventures\, Ed Prior – SFC Capital\, Sunil Shah – o2h Ventures and Glen Stewart- Committed Capital \n5.25 Journey of a Start-up with Founder tbc \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29Aug) Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Mills & Reeve\, o2h Ventures\, Octopus Ventures and PEM
URL:https://www.pimfa.co.uk/event/ready-steady-grow-cambridge-wednesday-11th-october/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231010T160000
DTEND;TZID=Europe/London:20231010T193000
DTSTAMP:20260421T063326
CREATED:20230927T154100Z
LAST-MODIFIED:20231002T074638Z
UID:296137-1696953600-1696966200@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Leeds - Tuesday 10th October
DESCRIPTION:At PwC\, Central Square\, 29 Wellington St\, Leeds\, LS1 4DL we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Leeds – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, tbc \n4.35 Update on the early-stage market and recent commitments in the North West – Cat Smith\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, PwC speaker tbc \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Paul Christian\, Ward Hadaway \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – tbc \nPanellists: Harry Bell – Charles Stanley\, Jeffrey Faustin- Jenson Funding Partners\, Matt Nelson- Guinness Ventures\, Andrew Aldridge\, Deepbridge \n5.25 Journey of a Start-up with Founder tbc \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Deepbridge Capital\, Guinness Ventures\, Jenson Funding Partners\, PwC and Ward Hadaway
URL:https://www.pimfa.co.uk/event/ready-steady-grow-leeds-tuesday-10th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Leeds.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231005
DTEND;VALUE=DATE:20231006
DTSTAMP:20260421T063326
CREATED:20230915T094623Z
LAST-MODIFIED:20231002T074638Z
UID:295526-1696464000-1696550399@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event
DESCRIPTION:Our annual event will once again be a full day’s deep dive into sustainable\, responsible\, ethical and ESG investment. \nThis year’s keynote speakers are the FCA’s ESG Manager Sara Woodroffe\, who will be discussing SDR and related activity – and NGO Client Earth’s Joanne Etherton. Other expert speakers are UKSIF CEO and expert climate risk actuary Mike Clark. \nTheir sessions will be interwoven with fund managers panels where we will explore how leading managers deal with some of the most important and complex sustainability issues of our time. \nThe day qualifies for up to 6 hours of CPD and there will also be lots of time to mingle with old friends and new throughout the day and at the drinks reception into the evening. \nFor more information and to book your place click here. \nDate: Thursday\, October 5\, 2023\nTime: 9.30 for a 10:00 AM start\nDrinks reception: 5.30 – 8.30\nAddress: Christ Church\, Spitalfields\, Commercial Street\, E1 6LY \nThe event is designed for financial advisers\, planners and wealth managers.
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/09/SRI2023_Image-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231004T160000
DTEND;TZID=Europe/London:20231004T193000
DTSTAMP:20260421T063326
CREATED:20230927T154133Z
LAST-MODIFIED:20231002T074638Z
UID:296135-1696435200-1696447800@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Manchester - Wednesday 4th October
DESCRIPTION:At KPMG\, 1 St Peter’s Square\, Manchester\, M2 3AE we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Manchester – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, Patrick Molyneux \n4.35 Update on the early-stage market and recent commitments in the North West – Delyth Edwards\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, Hannah Barraclough\, KPMG \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Valerie Whalley\, RW Blears \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – Patrick Molyneux \nPanellists: Harry Bell – Charles Stanley\, Jeffrey Faustin – Jenson Funding Partners\, Tim Dickens- Octopus Ventures\, Jess Jackson – Praetura Ventures \n5.25 Journey of a Start-up with Founder Nicola Weedall\, Hydr \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nTHANK YOU TO OUR SPONSORS: \nBritish Business Bank\, Charles Stanley\, Jenson Funding Partners\, KPMG\, Octopus Ventures and Praetura Ventures \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy
URL:https://www.pimfa.co.uk/event/ready-steady-grow-manchester-wednesday-4th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Manchester.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231003T090000
DTEND;TZID=Europe/London:20231003T123000
DTSTAMP:20260421T063326
CREATED:20230604T102355Z
LAST-MODIFIED:20251119T171115Z
UID:282697-1696323600-1696336200@www.pimfa.co.uk
SUMMARY:The PIMFA CASS Academy 2023
DESCRIPTION:Research shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to escalating CASS audit fees. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \n The PIMFA CASS Clients Academy is a unique learning experience for member firms who\, not content to keep up with CASS requirements\, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. \nThe PIMFA CASS Clients Academy (CCA) will change the way you and your firm approach CASS. You will emerge better able to tackle your firms toughest CASS audit challenges\, lead with greater CASS knowledge\, and inspire assurance at all levels in your firm that your next CASS audit is a success. CCA rapidly upskills CASS Officers\, Operations\, Compliance\, Certification Function Holders\, and Custodians to manage your next CASS audit and withstand scrutiny from regulators\, auditors and senior managers.
URL:https://www.pimfa.co.uk/event/pimfa-cass-academy-2023/
CATEGORIES:Learning,Programmes
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/ken-cheung-KonWFWUaAuk-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230928T160000
DTEND;TZID=Europe/London:20230928T193000
DTSTAMP:20260421T063326
CREATED:20230918T160056Z
LAST-MODIFIED:20231002T074638Z
UID:295579-1695916800-1695929400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Bristol - Thursday 28th September
DESCRIPTION:At KPMG\, 66 Queen Square\, Bristol\, BS1 4BE we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Bristol – sign up here \nRegistration from 4pm. \nSeminar agenda (CPD qualifying) \n4.30               Welcome from the Chair\, [TBC] \n4.35               Update on the early-stage market and recent commitments in the South West – Edward Tellwright\, British Business Bank \n4.45               Investing in Innovation through the S/EIS\, – Matt Atwood\, KPMG \n4.55               EIS / SEIS for founders: how to access the tax benefits\, – Anthony Reeves\, Michelmores \n5.05               Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair [TBC] \nPanellists: Henry Bell – Charles Stanley\, Glen Stewart – Committed Capital\, Chris Wiles – Foresight\, Paul Mattick – Mercia\, [TBC] – Octopus \n5.25               Journey of a Start-up with Founder [TBC] \n5.35               Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40               Move to reception and networking \nHere’s an overview of this year’s entire series of remaining Ready Steady Grow! events: \nBirmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nTo book your place click here \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OURS SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Foresight Group\, KPMG\, Mercia\, Michel mores and Octopus Investments
URL:https://www.pimfa.co.uk/event/ready-steady-grow-bristol-thursday-28th-september/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Bristol.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230927T173000
DTEND;TZID=Europe/London:20230927T203000
DTSTAMP:20260421T063326
CREATED:20230918T160119Z
LAST-MODIFIED:20231002T074638Z
UID:295577-1695835800-1695846600@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cardiff - Wednesday 27th September
DESCRIPTION:At Tramshed Tech\, Unit D\, Pendyris St\, Cardiff\, CF11 6BH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 17.30\, followed by a breakout session and networking from 18.30 \nReady Steady Grow Cardiff – sign up here \nRegistration from 5pm. \nSeminar Agenda (CPD qualifying): \n5.30 Welcome from the Chair\, Cai Gwinnutt – Tramshed Tech \n5.35 Update on the early-stage market and recent commitments in the Wales\, Jess Phillips-Harris of British Business Bank \n5.45 Investing in Innovation through the S/EIS\, TBC \n5.55 S/EIS – company considerations\, Adam Lawrence – R W Blears \n6.05 Panel Discussion: Under the bonnet with the Fund Managers – Ed Prior – SFC Capital\, Darren Evans – Waterspring Ventures\, David Blake – Deepbridge Capital\, Harry Bell – Charles Stanley\, Chair: Cai Gwinnutt – Tramshed Tech \n6.25 Journey of a Start-up with Founder Rhiannon Rees of PlantSea \n6.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n6.40 Move to reception and networking \nHere’s an overview of this year’s entire series of remaining Ready Steady Grow! events: \nBirmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBBB\, Charles Stanley\, Fuel Ventures\, IFA Magazine\, RW Blears Waterspring and Tramshed Tech
URL:https://www.pimfa.co.uk/event/ready-steady-grow-cardiff-wednesday-27th-september/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Cardiff.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230926T120000
DTEND;TZID=Europe/London:20230926T130000
DTSTAMP:20260421T063326
CREATED:20230710T202814Z
LAST-MODIFIED:20251119T102148Z
UID:292322-1695729600-1695733200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: SDR & Investment Labels: How can firms prepare for upcoming ESG regulation?
DESCRIPTION:With the FCA imminently publishing their final policy paper on sustainable investment product labelling\, we take a look at how this might impact the Wealth & Advice industry and how firms can manage an ever-growing ESG regulatory agenda. Please join our PIMFA-hosted panel discussion with insights from leading industry representatives\, as well as experts from Alpha FMC\, a leading management consultancy for the wealth & asset management industry
URL:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-investment-labels-how-can-firms-prepare-for-upcoming-esg-regulation/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pexels-sachin-c-nair-954929-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230921T090000
DTEND;TZID=Europe/London:20230921T170000
DTSTAMP:20260421T063326
CREATED:20230425T105534Z
LAST-MODIFIED:20251113T125348Z
UID:275710-1695286800-1695315600@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2023
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2023 will be taking place on September 21st\, in London AND online.\nHear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world.\nBringing together a high-level audience who can engage with the experts\, this conference will facilitate fruitful discussions with opportunity for questions and networking. \n  \nWho attends? \n• Compliance consultants\, Managers\, Heads of\, Group Compliance officers\n• Risk professionals\n• C-suite executives\n• Heads of Finance\n• MLRO\n• Investment Managers and Directors\n• Regulators\n• Government bodies\n• Policy advisers and professionals\n• And many others \n  \nWhen booking your ticket please be sure to choose the correct option – IN-PERSON or VIRTUAL. \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 live to speakers and panellists. \nThose attending in person will have the opportunity to network with fellow industry colleagues\, speakers and sponsors. \nThe early-bird discount is available until June 30th– prices will increase thereafter. \nIf you have any questions or have any interest in speaking or sponsoring this event please contact michellao@pimfa.co.uk \n  \nVenue:\nHerbert Smith Freehills – Exchange House\, Primrose St\, London EC2A 2EG
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2023/
CATEGORIES:Conference,PIMFA Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/04/cristina-cerda-e5EioBQmH8c-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230920T160000
DTEND;TZID=Europe/London:20230920T193000
DTSTAMP:20260421T063326
CREATED:20230913T094341Z
LAST-MODIFIED:20231002T074639Z
UID:295159-1695225600-1695238200@www.pimfa.co.uk
SUMMARY:Ready\, Steady Grow! Birmingham
DESCRIPTION:At KPMG\, One Snowhill Queensway\, Birmingham\, B4 6GH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts.\nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nRegistration from 4pm \nPlease register here \nSeminar Agenda (CPD qualifying)\n4.30               Welcome from the Chair\, Nick Hawkins\, KPMG\n4.35               Update on the early-stage market and recent commitments in the Midlands\, Tracy Sherratt\, British  Business Bank\n4.45               Investing in Innovation through the S/EIS\, Tom Whybrow\, KPMG\n4.55               S/EIS – company considerations\, Tom Wilde\, Shoosmiths\n5.05               Panel Discussion: Under the bonnet with the Fund and Wealth  Managers\,  Chair Tracy Sherrat\,  Charles Stanley\, Committed Capital\, Jenson\, Mercia\n5.25               Journey of a Start-up with Founder\n5.35               Closing remarks\, Christiana Stewart-Lockhart\, EISA\n5.40               Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events:\nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs \nWho should attend this event?\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘Next big thing’\nProfessional Advisors who want to help SMEs develop and grow.\nWill refreshments be provided?\nDrinks and canapés will be provided\n***\nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/. \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Jenson Funding Partners\, KPMG\, Mercia and Shoosmiths
URL:https://www.pimfa.co.uk/event/ready-steady-grow-birmingham-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Birmingham-Sponsors-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230907T110000
DTEND;TZID=Europe/London:20230907T120000
DTSTAMP:20260421T063326
CREATED:20230704T212251Z
LAST-MODIFIED:20251119T100029Z
UID:286027-1694084400-1694088000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: How PIMFA Firms Can Successfully Take The Worry\, Frustration And Stress Out Of Their CASS Audit Session 2
DESCRIPTION:Demands on CASS firms have never been greater. \nResearch shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to protracted discussions with their CASS Auditors. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \nIn this FREE 60-minute webinar former regulator and co-creator of The PIMFA CASS Academy Katharine Leaman dispels the myths that surround a successful CASS Audit and withstand scrutiny from regulators\, auditors and senior managers. \nKey webinar discussion topics include: \n• The 6 key areas the FCA expects of you to be on top of\n• Why CASS breaches can be a force for good\n• Why you don’t need more staff or resources to overcome your CASS challenges \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-how-pimfa-firms-can-successfully-take-the-worry-frustration-and-stress-out-of-their-cass-audit-2/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/VC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230829T163000
DTEND;TZID=Europe/London:20230829T193000
DTSTAMP:20260421T063326
CREATED:20230802T085029Z
LAST-MODIFIED:20231002T074639Z
UID:293537-1693326600-1693337400@www.pimfa.co.uk
SUMMARY:Ready\, Steady Grow! Edinburgh
DESCRIPTION:At St Andrew Square\, Edinburgh\, EH2 2AD The Enterprise Investment Scheme Association (EISA) is bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar\, followed by a networking reception.\nThe seminar is 4pm registration for 4.30pm start till 5.45pm at The Edinburgh Grand\, 42 St Andrew Square\, EH2 2AD.\nThe networking reception is 6pm till 7.30pm next door at RBS/Dundas House\, 36 St Andrew Square\, EH2 2AD. \nReady Steady Grow Edinburgh – sign up here \nSeminar agenda and speakers forthcoming. \n***\nHere’s an overview of this year’s entire series of Ready Steady Grow! events:\nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \n***\nFAQs\nWho should attend this event?\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘Next big thing’\nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided?\nDrinks and canapés will be provided \n***\nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/.
URL:https://www.pimfa.co.uk/event/ready-steady-grow-edinburgh-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/07/Edinburgh-SM-card-v2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230817T100000
DTEND;TZID=Europe/London:20230817T113000
DTSTAMP:20260421T063326
CREATED:20230927T154352Z
LAST-MODIFIED:20231002T073634Z
UID:293844-1692266400-1692271800@www.pimfa.co.uk
SUMMARY:Linking Consumer Duty outcomes to Employee Competence
DESCRIPTION:Since the FCA introduced plans for Consumer Duty\, firms and individuals alike have been working hard to ensure they deliver against the new requirements. However\, whilst there has been a lot of work put into implementing the cross-cutting rules\, and the four consumer outcomes\, very little has been said about the “employee” dimension\, other than in respect of the Conduct Rules. \nIf asked\, would your organisation be confident to hand over their Training & Competence records to the regulator? If they asked to see your T&C Regime pre-Consumer Duty and post\, would it really look any different? If asked\, could your firm demonstrate analysis and decisions around appropriate MI to evidence that your T&C scheme supports good consumer outcomes? Would being asked to demonstrate “role relevant” training on conduct rules to staff make you start to feel a little uncomfortable? \nRegardless of whether you might answer Yes/No/Don’t know to any one of those questions\, we think your input and perspective would add value to our debate on the topic\, so the Worksmart team to discuss: \n1. The regulators expectations of your T&C Regime\n2. What analysis and changes have you made to your T&C arrangements in light of Consumer Duty\n3. What does a good T&C regime look like under Consumer Duty?\n4. How you can evidence\, measure\, and monitor the competence of the staff to deliver defined customer outcomes\n5. How can your T&C arrangements support Culture change in your firm\n6. How RegTech can improve your approach to T&C \nClick here to register
URL:https://www.pimfa.co.uk/event/linking-consumer-duty-outcomes-to-employee-competence-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/07/Consumer-Duty-17-Aug-2023.png
END:VEVENT
END:VCALENDAR