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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250710T120000
DTEND;TZID=Europe/London:20250710T130000
DTSTAMP:20260420T075722
CREATED:20250612T145350Z
LAST-MODIFIED:20250616T103301Z
UID:327283-1752148800-1752152400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: SDR – One Year On\, What’s Changed and What’s Next?
DESCRIPTION:If a week’s a long time in politics\, how would you describe the last 12 months of Sustainability Disclosure Requirements (SDR)? \nIn this FREE 60-minute webinar\, our expert panel reflects on the challenges faced\, the opportunities seized\, and how firms are now embedding SDR into product design and reporting. We’ll also consider what’s next\, including anticipated FCA supervisory activity\, international alignment with regimes such as the EU SFDR and ISSB standards\, and how firms can futureproof their sustainability strategies. \nSo\, whether you’re in compliance\, investment\, product\, or sustainability roles\, this webinar provides practical insights and peer-led perspectives on how to navigate SDR successfully – now and into the future. \nWho should attend: \nHeads of Compliance\, ESG Leads\, Product Teams\, Investment Professionals\, and anyone responsible for sustainability reporting and governance.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-one-year-on-whats-changed-and-whats-next/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/ESG-favicon-copy_web-dark.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-one-year-on-whats-changed-and-whats-next/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250703T110000
DTEND;TZID=Europe/London:20250703T120000
DTSTAMP:20260420T075722
CREATED:20250527T091520Z
LAST-MODIFIED:20251119T163000Z
UID:326703-1751540400-1751544000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Why M&A Goes Wrong 2025
DESCRIPTION:What happens when M&A deals in the wealth sector just fall off the rails\, don’t go to plan\, or just never happen? No one talks about it\, but they should. \nKey discussion topics include: \n\nCultural integration failures\nOvervaluation of assets\nInadequate due diligence processes\, which often undermine potential synergies\n\nBy attending this webinar\, you’ll learn: \n\nWhat jeopardises M&A deals in 2025\nHow regulatory change can impact deals\nHow to improve your chance of a successful M&A deal\nThe key M&A deal evaluation metrics that really matter\nHow to develop and execute a robust post-merger integration plan
URL:https://www.pimfa.co.uk/event/pimfa-webinar-why-ma-goes-wrong-2025/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/MA-general-avatar_light.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-why-ma-goes-wrong-2025/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250605T140000
DTEND;TZID=Europe/London:20250605T150000
DTSTAMP:20260420T075722
CREATED:20250430T134533Z
LAST-MODIFIED:20250605T091408Z
UID:325712-1749132000-1749135600@www.pimfa.co.uk
SUMMARY:PIMFA HR Briefing- DEI: What now\, what next for HR? June 2025
DESCRIPTION:In April\, the FCA announced that it will no longer bring forward proposals requiring many firms to develop a diversity and inclusion strategy\, collect and share data\, and set targets to address underrepresentation. That said\, the regulator still believes that DEI can deliver improved internal governance\, decision-making\, and risk management. Contrast this with the rollback on DEI initiatives by the US government with many firms like Google\, META\, and Adobe following suit and scaling back their diversity\, equity\, and inclusion (DEI) efforts; where does that leave HR in the UK advice firms leading and managing their firms’ DEI initiatives? \nIn this session of PIMFA’s HR Briefing\, delivered by the employment team at Clyde & Co.\, HR leaders will share their strategies and approaches to DEI\, equality\, and weaving inclusivity into the fabric of workplace culture. \nYou won’t want to miss this discussion\, so secure your FREE place today!s
URL:https://www.pimfa.co.uk/event/pimfa-hr-forum-dei-what-now-what-next-for-hr-june-2025/
CATEGORIES:HR Briefing,Learning
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LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250603T183000
DTEND;TZID=Europe/London:20250603T213000
DTSTAMP:20260420T075722
CREATED:20241213T114348Z
LAST-MODIFIED:20260327T080204Z
UID:319554-1748975400-1748986200@www.pimfa.co.uk
SUMMARY:PIMFA Annual Reception 2025
DESCRIPTION:Due to the huge popularity of this event we are releasing a total of 5 tickets per firm in this instance. This might increase closer to the time if capacity allows. \nThis will be a great opportunity to network with industry colleagues\, industry stakeholders and to celebrate all the great achievements the industry has collectively achieved in 2023. \nEarly booking is recommended\, to book your place please contact the team on events@pimfa.co.uk \nWe look forward to seeing you there! \nEvent details:\nDate: 3 June 2025\nTiming: 18:30 – 21:30\nPlease contact events@pimfa.co.uk if you’d like to attend.
URL:https://www.pimfa.co.uk/event/pimfa-annual-reception-2025/
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250520T160000
DTEND;TZID=Europe/London:20250520T183000
DTSTAMP:20260420T075722
CREATED:20241213T121506Z
LAST-MODIFIED:20251113T124640Z
UID:319573-1747756800-1747765800@www.pimfa.co.uk
SUMMARY:PIMFA Associate Members Briefing 2025
DESCRIPTION:Join us for the 2025 Associate Members Briefing on May 20\, 2025.\nWe will explore topics such as regulation\, operations\, taxation and others and provide an opportunity to discuss with PIMFA staff specific issues important to the membership. \nThis event also showcases our ongoing events and publications programme providing examples of how Associates can engage with Members and maximise the value they receive from their membership.\nAttendees will also benefit from networking opportunities with other industry professionals. \nThis event is free for PIMFA Associate Members. To book your place please go to tickets and complete the registration form. If you have any questions please email us on events@pimfa.co.uk \nPlease note – you must be logged in to your PIMFA account in order to see and book your tickets. \nEvent Details:\nDate: 20 May 2025\nVenue: To be announced – central London\nTime: 16:00 – 18:30\nFREE for PIMFA Associate Members
URL:https://www.pimfa.co.uk/event/pimfa-associate-members-briefing-2025/
CATEGORIES:Briefing,PIMFA Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250520T090000
DTEND;TZID=Europe/London:20250521T170000
DTSTAMP:20260420T075722
CREATED:20250326T171253Z
LAST-MODIFIED:20250701T073127Z
UID:324300-1747731600-1747846800@www.pimfa.co.uk
SUMMARY:The PIMFA CASS Academy 2025
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. \nIf you are a PIMFA Member- Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts. \nFor further information and any questions regarding the course please contact learning@pimfa.co.uk  \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-cass-academy-2025/
LOCATION:cbre\, 20 St Andrew Street\, London\, EC4A 3AG\, United Kingdom
CATEGORIES:Learning,Programmes
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/03/Cass-Academy.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250520T090000
DTEND;TZID=Europe/London:20250521T170000
DTSTAMP:20260420T075722
CREATED:20240612T121202Z
LAST-MODIFIED:20250701T073134Z
UID:310730-1747731600-1747846800@www.pimfa.co.uk
SUMMARY:The PIMFA CASS Academy 2025
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. \nThis event will take place in person on the 20th and 21st of May 2025 \n20 St. Andrew Street\, London\, EC4A 3AG \nIf you are a PIMFA Member- Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts. \nFor further information and any questions regarding the course please contact learning@pimfa.co.uk  \n 
URL:https://www.pimfa.co.uk/event/pimfa-cass-academy-2025/
CATEGORIES:Learning,Programmes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250507T080000
DTEND;TZID=Europe/London:20250507T173000
DTSTAMP:20260420T075722
CREATED:20250120T111453Z
LAST-MODIFIED:20260309T135523Z
UID:319760-1746604800-1746639000@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Don’t miss the 19th edition of the Morningstar Investment Conference UK on May 7\, 2025\, at Sancroft\, St. Paul’s\, London! \nThis engaging one-day event offers valuable insights into market trends\, strategies\, and research tailored for financial advisers and fund selectors. With customised content tracks\, attendees can choose the topics that matter most to them. Leading experts and influential speakers will address the key issues shaping the investment landscape. \nExpect dynamic presentations\, interactive panel discussions\, and excellent networking opportunities covering market outlooks\, portfolio management\, investment strategies\, and regulatory updates. Stay ahead in today’s fast-paced market—register now. \nAny question please contact: Sarah Rouse or email: investment.conferenceuk@morningstar.com
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250422T090000
DTEND;TZID=Europe/London:20250423T150000
DTSTAMP:20260420T075722
CREATED:20240508T095815Z
LAST-MODIFIED:20260327T080206Z
UID:309478-1745312400-1745420400@www.pimfa.co.uk
SUMMARY:PIMFA Women’s Symposium 2025
DESCRIPTION:Following from the HUGE success of the inaugural PIMFA Women’s Symposium 2024\, we are delighted to announce details of the 2025 event. \nReceive 30% off group bookings of 5 or more tickets – enter code PWWA6E6C at checkout. \nThe Women’s Symposium is PIMFA’s annual summit dedicated to the investment management\, financial advice and wealth management communities. Taking place over two days\, the summit will feature cutting edge though leadership\, high profile speakers\, and lively discussions on a range of topics\, including personal development\, the latest investment trends\, and practice management. The event will create a collaborative space for professionals to network\, learn and share best practice from across their professional world. \nWe encourage individuals at all stages of their career\, from Chief Executives to Interns\, to join us for two days of motivational talks\, regulatory updates\, industry panels\, personal development roundtables and thought-provoking content related to our industry\, and to career development. \nThe 2024 event was such a huge success that we expect this event to sell out very quickly so early booking is highly recommended. \nFor more information on the 2024 event click here  \nDo you have an interesting story to share? We have started looking for speakers\, if you’d like to be considered as a speaker please email us on events@pimfa.co.uk to discuss it further. \nDetails: \nDates: 22 & 23 April 2025 \nVenue: De Vere Grand Connaught Rooms\, Holborn\, central London \nTo access the PIMFA member discount you will need to log in to your account first. If you dont have a PIMFA account\, please create one at www.pimfa.co.uk/registration
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2025/
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250319T083000
DTEND;TZID=Europe/London:20250319T130000
DTSTAMP:20260420T075722
CREATED:20250120T111822Z
LAST-MODIFIED:20250120T111920Z
UID:320838-1742373000-1742389200@www.pimfa.co.uk
SUMMARY:Scotsman Investment Business Breakfast
DESCRIPTION:  \nThe Scotsman Investment Business Breakfast will show investors how to best position themselves in the financial year to come. This year’s conference will cover a wide range of themes\, such as impacts of global shifts on investment\, trends for 2025\, the importance of sustainability and alternative investments. \nThe 2025 event will be a breakfast event providing the opportunity to discuss and debate a broad spectrum of investment-related issues in the current economic climate\, with a focus on the future. \nFor more details\, please get in touch with the event manager\, Cameron Henderson- cameron.henderson@nationalworld.com
URL:https://www.pimfa.co.uk/event/scotsman-investment-business-breakfast/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250312T093000
DTEND;TZID=Europe/London:20250312T123000
DTSTAMP:20260420T075722
CREATED:20241203T123749Z
LAST-MODIFIED:20251113T163653Z
UID:312314-1741771800-1741782600@www.pimfa.co.uk
SUMMARY:PIMFA Roundtable: Avoiding A Culture of Complacency
DESCRIPTION:Culture lies at the heart of strengthening your approach to Consumer Duty\, Financial Crime\, DEI and Vulnerable customers. Yet\, despite the frequent reminders from the FCA\, wealth management firms still need to work on demonstrating to the regulator how they can positively shift the culture needle.  \nThrough role plays\, scenarios and case studies\, our experts in this free\, invite-only roundtable discussion unpack:  \n\nWhy Culture remains central to the FCA’s supervisory model \nHow to reset and refocus your approach to Culture to meet heightened FCA expectations \nHow leading firms cut through the complexity to stay ahead of emerging Culture and Conduct risks   
URL:https://www.pimfa.co.uk/event/pimfa-roundtable-avoiding-a-culture-of-complacency/
CATEGORIES:Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250312T083000
DTEND;TZID=Europe/London:20250312T113000
DTSTAMP:20260420T075722
CREATED:20241120T164922Z
LAST-MODIFIED:20241120T164922Z
UID:318518-1741768200-1741779000@www.pimfa.co.uk
SUMMARY:Unlocking the Potential of Private Markets in Wealth Management
DESCRIPTION:Join Mercer for an insightful event designed specifically for wealth managers looking to enhance their understanding and implementation of private market investments. This gathering will provide a unique opportunity to explore the evolving landscape of private markets and their integration into wealth management strategies. \nJoined by guest speakers\, Mercer will explore: \n• Insights from a real-world example of how to implement private market solutions for clients\n• CIO perspectives on private markets and challenges of portfolio integration\n• How to incorporate both illiquid and liquid asset classes into a Strategic Asset Allocation framework\n• Key considerations and due diligence practices when allocating to General Partners in private markets \nThis event is tailored for select wealth managers who are eager to unlock the potential of private markets and enhance their investment strategies. Whether you are looking to deepen your knowledge\, network with peers\, or gain practical insights\, this event promises to deliver valuable content and connections. \nTo book and for more information click here
URL:https://www.pimfa.co.uk/event/unlocking-the-potential-of-private-markets-in-wealth-management/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250306T110000
DTEND;TZID=Europe/London:20250306T120000
DTSTAMP:20260420T075722
CREATED:20250205T141837Z
LAST-MODIFIED:20251119T101651Z
UID:321027-1741258800-1741262400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: M&A in Wealth: Trends and Predictions in 2025
DESCRIPTION:With yet another eventful year for M&A now behind us\, what does 2025 hold for M&A activity in wealth and personal finance? In this free 60-minute webinar\, we ask sellers\, acquirers\, advisory firms and M&A experts their views and opinions on: \n\nWill deals continue in 2025? If so\, at what pace?\nWhy consolidation trends remain robust among smaller firms.\nWhat makes for a successful\, credible deal in 2025?
URL:https://www.pimfa.co.uk/event/pimfa-webinar-ma-in-wealth-trends-and-predictions-in-2025/
CATEGORIES:Learning
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2024/11/Group-Banner.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250304T140000
DTEND;TZID=Europe/London:20250304T150000
DTSTAMP:20260420T075722
CREATED:20250327T121333Z
LAST-MODIFIED:20250918T133044Z
UID:324340-1741096800-1741100400@www.pimfa.co.uk
SUMMARY:PIMFA HR Briefing 2025 - HR Leaders Looking Back\, Moving Forward: 2024 Summary and 2025 Kick-Off
DESCRIPTION:Challenging times lie ahead for HR leaders\, but so do opportunities. In the first HR Briefing of the year\, the employment team at Clyde & Co. will review what you might have missed in 2024\, and what you need to know to prepare for the employment law changes in 2025. \nIn this  HR Briefing session\, Chris Holme and Shadia El Dardiry will take you through both recent and upcoming changes which are significant for HR professionals and in-house lawyers in PIMFA member firms this year. \nThey will look back at the key employment law developments in 2024\, and will consider what these mean for financial services firms. In addition\, they will provide a case law update on key decisions from last year. \nThere are a number of changes being introduced this year which they will take you through – as well as the practical steps you should be considering in 2025 in order to prepare for the significant upcoming employment law reforms. The webinar will also remind firms of the proposed regulatory changes on non-financial misconduct and diversity and inclusion in relation to which the FCA is publishing policy statements.
URL:https://www.pimfa.co.uk/event/pimfa-hr-briefing-2025-hr-leaders-looking-back-moving-forward-2024-summary-and-2025-kick-off/
CATEGORIES:HR Briefing,Learning
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/12/800x800_two-Women_surfing.png
ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
LOCATION:https://www.pimfa.co.uk/event/pimfa-hr-briefing-2025-hr-leaders-looking-back-moving-forward-2024-summary-and-2025-kick-off/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250226T093000
DTEND;TZID=Europe/London:20250226T173000
DTSTAMP:20260420T075722
CREATED:20250327T124319Z
LAST-MODIFIED:20251113T132033Z
UID:324350-1740562200-1740591000@www.pimfa.co.uk
SUMMARY:PIMFA Financial Crime Conference 2025
DESCRIPTION:The PIMFA Financial Crime Conference is returning in 2025\, ready to update attendees on everything they need to know on the evolving financial crime landscape. \nFirms and their clients remain at significant risk\, and the event will aim to give PIMFA members the know how to protect themselves. Attendees will get access to expert sessions from professionals across industry\, including governmental\, regulatory and law enforcement experts\, as they discuss what the current threat landscape looks like emerging from new techniques and technologies\, and what can be done to operate in a safer and more resilient environment. \nAs in previous years\, this event is named not just at financial crime professionals and MLROs\, but at anyone in a senior management or compliance function\, working to ensure firm’s work is safe for clients\, and one step ahead of the various threat actors acting against the financial services sector in 2025. \nAs you will see from our agenda\, this year’s event will include contributions from the Financial Conduct Authority (FCA)\, the Home Office\, and the National Crime Agency (NCA)\, among many others – book now to reserve your seat (press are not eligible for this event\, and spaces are limited on a first come\, first served basis). \nIf you are a PIMFA Member – Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts.
URL:https://www.pimfa.co.uk/event/pimfa-financial-crime-conference-2025-2/
LOCATION:Shoosmiths\, 1 Bow Churchyard\, London\, EC4M 9DQ\, United Kingdom
CATEGORIES:Conference,PIMFA Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/03/iStock-1688348276-scaled-1.jpg
ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250225T110000
DTEND;TZID=Europe/London:20250225T120000
DTSTAMP:20260420T075722
CREATED:20250113T110431Z
LAST-MODIFIED:20251119T110108Z
UID:320520-1740481200-1740484800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: The Duty to Prevent Sexual Harassment
DESCRIPTION:On 26 October 2024\, a new section of the Equality Act 2010 came into force\, placing a new duty on firms to take reasonable steps to prevent the harassment of a sexual nature of workers in the course of their employment. \nIn this FREE 60-minute webinar\, employment law experts from DAC Beachcroft LLP will explore what the newly established legal obligation is\, means in practice and what steps should be taken to avoid falling foul of the new law as well as for employers regarding the prevention of sexual harassment in the workplace taking a deep-dive look into how PIMFA member firms\, can simply and effectively create a culture of accountability and openness\, where employees feel empowered to report incidents of any form of harassment without fear of retaliation. \nTime has been set aside on the webinar to ask our experts how these changes impact your firm’s responsibilities and employee rights\, showcasing how leading firms are building a safer and more inclusive work environment. \nKey points discussed: \n• What is the new duty?\n• Key responsibilities of employers\n• Recognising\, addressing\, and preventing harassment\n• Reasonable steps\n• Strategies for encouraging bystander intervention and promoting respectful workplace behaviour.\n• Consequences of non-compliance\n• Can we expect further change?
URL:https://www.pimfa.co.uk/event/pimfa-webinar-the-duty-to-prevent-sexual-harassment/
CATEGORIES:Learning,Webinars
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250212T140000
DTEND;TZID=Europe/London:20250212T180000
DTSTAMP:20260420T075722
CREATED:20241213T121001Z
LAST-MODIFIED:20251113T165931Z
UID:319569-1739368800-1739383200@www.pimfa.co.uk
SUMMARY:PIMFA Under 40 Forum 2025
DESCRIPTION:For the past 7 years\, PIMFA has run the Millennial forum of individuals from our membership. This has since become the Under 40 Leadership Committee.\nIts 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 2023 report here.\nAt the event on February 12\, The Under 40 Forum members will be presenting their findings from their work this year. The day will also welcome industry expert speakers. \nThis year’s group are researching the following topics\, the results of their findings will be presented at the event on February 12th: \n1. Does the industry focus on cost undermine value?\n2. How can firms better target other demographics to improve their long term viability?\n3. How do M&A affect existing and prospective client outcomes? \nEvent details:\nDate: 12 February 2025\nTiming: 14:00 – 18:00\nPlease contact events@pimfa.co.uk if you’d like to attend.
URL:https://www.pimfa.co.uk/event/pimfa-under-40-forum-2025/
CATEGORIES:Briefing,PIMFA Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250210T093000
DTEND;TZID=Europe/London:20250210T123000
DTSTAMP:20260420T075722
CREATED:20241213T130137Z
LAST-MODIFIED:20251120T162331Z
UID:319585-1739179800-1739190600@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Training: Operational Resilience Self-Assessment: Writing and preparing your document to meet the FCA’s March 2025 deadline
DESCRIPTION:Are you ready to demonstrate operational resilience by 31 March 2025? \nBe under no illusion your firm’s Operational Resilience Self-Assessment document will be the first item the FCA requests to see when assessing your firm’s ability to deliver important business services throughout operational disruptions such as cyber-attacks\, technology failures or third-party disruptions. \nAnd with the FCA’s deadline of 31st March 2025 fast approaching for boards of enhanced SMCR firms to review and approve their written self-assessment\, now is the time to ensure this essential document demonstrates to the regulator your firm’s ability to prevent\, adapt to\, respond to\, and recover from disruptions. \nHelping you get your report right first time \nIn this live\, tutor-led online course\, Richard Preece\, Chair of PIMFA’s Operational Working Group\, assists you to avoid the pitfalls firms make when drafting your self-assessment\, ensuring that you can: \n1. Clearly articulate the FCA expectations for your firm’s operational resilience self-assessments\, including the required elements (important business services\, impact tolerances\, mapping\, scenario testing\, lessons learned\, vulnerabilities\, and communication strategy). You will receive guidance on the size and level of detail of the Self-Assessment document that’s proportionate to your firm’s activities. \n2. Construct a comprehensive self-assessment document that effectively demonstrates your firm’s full compliance with the regulation. This includes understanding the appropriate format\, size\, and content of the document. Time on the course has been allocated to provide guidance on addressing challenges like proportionality\, consumer harm mitigation\, and justification of methodologies. \n3. Identify and effectively manage key challenges associated with operational resilience\, particularly those relating to outsourcing (both intra-group and third-party)\, and 4th parties. Through case studies and examples\, your trainer will offer practical solutions and best practices to mitigate third-party risks. \n4. Implement a process for regularly reviewing and updating the self-assessment document to reflect changes in the business\, market conditions\, and lessons learned. Your trainer will emphasise the nature of the self-assessment and strategies for ongoing maintenance and governance. \n5. Follow a proven plan to enhance the sophistication of the self-assessment process over time\, improving the maturity of your firm’s operational resilience practices. The course will assist you in making progressive improvements in mapping\, scenario testing\, and vulnerability remediation\, particularly when there is a significant change to the business. \nWho should attend this course? \n• Board members who have questions or doubts about their firm’s Self-Assessment seek assurances that ‘nothing has been missed’ before approval is given. \n• Senior Managers\, typically the SMF24\, who\, in updating the firm’s self-assessment\, seeks to articulate how the firm plans to address the vulnerabilities to remain within the set impact tolerances in line with FCA expectations. \n• Heads of Operational Risk and Compliance looking to benchmark with their peers how their firm evidences the effects of disruptions and ensure financial stability. \nBring a colleague along for free!  \nUse voucher code XCEMPQ5U at checkout for 50% 2 tickets!
URL:https://www.pimfa.co.uk/event/pimfa-live-online-training-operational-resilience-self-assessment-writing-and-preparing-your-document-to-meet-the-fcas-march-2025-deadline/
CATEGORIES:Learning,Live Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250130T103000
DTEND;TZID=Europe/London:20250130T113000
DTSTAMP:20260420T075722
CREATED:20250120T112158Z
LAST-MODIFIED:20250120T112158Z
UID:320472-1738233000-1738236600@www.pimfa.co.uk
SUMMARY:Operational Resilience: Protect Investors & Enhance Compliance
DESCRIPTION:Disruptions to critical\, or important business services can have far-reaching consequences not just for the financial services\, but national economies and consumers. \nIn this event\, Ruleguard provides a snapshot of the UK’s operational resilience framework\, outlines key requirements of the EU’s Digital Operational Resilience Act (DORA) and how operational resilience aids transparency and builds trust with consumers. \nFor further information click here.
URL:https://www.pimfa.co.uk/event/operational-resilience-protect-investors-enhance-compliance/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250130T100000
DTEND;TZID=Europe/London:20250130T110000
DTSTAMP:20260420T075722
CREATED:20250122T114954Z
LAST-MODIFIED:20250122T114954Z
UID:321036-1738231200-1738234800@www.pimfa.co.uk
SUMMARY:O-IM Three Years Of Solid Performance
DESCRIPTION:O-IM’s Investment Team will reflect on their three-year track record\, discuss the key drivers behind the performance\, and share their outlook for the months ahead. \nFor more information contact john.muir@o-im.co.uk\, 07821 535587 or click here.
URL:https://www.pimfa.co.uk/event/o-im-three-years-of-solid-performance/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250129T100000
DTEND;TZID=Europe/London:20250129T120000
DTSTAMP:20260420T075722
CREATED:20241107T101257Z
LAST-MODIFIED:20260112T171440Z
UID:317985-1738144800-1738152000@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Non-Financial Misconduct: Guidance and Toolkit To Avoid Non Compliance
DESCRIPTION:Whether certain behaviours of individuals working in financial services\, particularly outside of the workplace\, fall under the FCA’s supervision’s remit is much debated; what’s not is the regulator’s belief that ‘non-financial misconduct can amount to a breach of our [FCA] conduct rules’. \nIn this practical\, scenario-based\, in-person training session\, delivered by regulatory and employment lawyers who have dealt with non-financial misconduct issues firsthand\, you’ll learn how to navigate the challenges of investigating NFM in your firm\, understand when NFM might breach the conduct rules and assess the impact of NFM on the fit and proper assessment. \nImmediately after the training\, you will receive a zip folder of key resources and checklists referred to in the training session which you can use to help you enhance your policies\, processes\, and practices around NFM. \nAttending this session and leveraging the resources will give you the knowledge and confidence to: \n1. Ready your firm for anticipated new rules on NFM.\n2. Align your firm’s whistle-blowing policy\, reporting process and procedure to the regulators expectations\n3. Recognise and escalate NFM incidents appropriately\n4. Manage NFM incidents\n5. Ensure regular communications between the HR and compliance teams to deal with and manage NFM incidents\n6. Assess what may amount to ‘serious’ misconduct\n7. Accurately record NFM incidents\n8. Understand when NFM should be reported to the FCA \nWhat you’ll cover in the session: \n– Overview of Non-Financial Misconduct (NFM)\n– FCA’s Stance on Non-Financial Misconduct\n– Regulatory Framework and Guidelines\n– Compliance Obligations for PIMFA member firms\n– Key Responsibilities of Senior Managers\n– Reporting and Documentation Requirements\n– Implementing Effective Policies and Procedures\n– Approaches to creating a Positive Organisational Culture\n– Establishing Clear Conduct Standards\n– Training and Awareness Programs\n– Monitoring/measuring culture\n– Whistleblowing\, complaints handling and investigations\n– Discipline for NFM\n– Regulatory references\n– Reporting to the FCA\n– Interactive Case Studies of Non-Financial Misconduct in Financial Services\n– Lessons Learned from Past Incidents\n– Best Practices for Mitigating Non-Financial Misconduct\n– Successful Strategies from Leading Firms\n– Continuous Improvement and Learning\n– Monitoring and assessments\n– Q&A Session \nWho Should Attend: \n• Compliance and Conduct leaders seeking guidance on how to:\n– Deal with allegations of non-financial misconduct\n– Recognise whether NFM is an isolated incidence or an indicator of a wider culture issue \n• HR leaders who want to ready their firm’s response for new FCA rules and guidance\, including the impact NFM could have on remuneration and how NFM should be dealt with in a regulatory reference. \n• In-house counsel who seek assurance of when and how to respond to allegations of non-financial misconduct. \nThis training course will take place IN PERSON at the DAC Beachcroft London Office located at 25 Walbrook\, London EC4N 8AF \n  \nBring a colleague along for free! \nUse VOUCHER CODE  BG3N8AKH at checkout to claim this buy-one-get-one-free offer! \n  \nThis voucher can only be used when purchasing 2 full price tickets
URL:https://www.pimfa.co.uk/event/pimfa-learning-non-financial-misconduct-guidance-and-toolkit-to-avoid-non-compliance/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/08/grant-ritchie-rVbl6qgDPa8-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250128T140000
DTEND;TZID=Europe/London:20250128T170000
DTSTAMP:20260420T075722
CREATED:20241127T083822Z
LAST-MODIFIED:20251113T155816Z
UID:318906-1738072800-1738083600@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Customer Vulnerability: Applying and Implementing PIMFA’s guidance in your firm
DESCRIPTION:Customer vulnerability is a complex area that PIMFA member firms must get right. Ultimately\, it is about identifying customers with vulnerable characteristics and ensuring they consistently experience good outcomes. That’s not as easy as it sounds\, especially when The FCA has made clear that it will apply a vulnerability lens to its ongoing supervisory and enforcement work. \nThis live tutor-led training course delivered by vulnerability experts at the Money Advice Trust\, based on PIMFA’s recently published 160-page guide\, “Understanding Customer Vulnerability”\, supports wealth managers and financial advisors who want to improve how they can: \n\nEmbed a focus on vulnerability into their strategy and culture.\nEnsure they are asking the right questions about the data\, management information\, and data they need to deliver the right outcomes and experiences for customer vulnerability.\nAccount for customer vulnerability in product and service design.\nActively monitor customer behaviour and consider potential vulnerability in customer interactions.\nSupport and enable customers with characteristics of vulnerability to disclose their needs.\nCapturing and retrieving information about vulnerability during subsequent customer interactions\n\nBy enrolling on this course\, you’ll be able to answer with confidence the following questions: \n\nHow do you identify customer vulnerability\, and what criteria do you use for this assessment?\nWhat specific support mechanisms are in place to assist customer vulnerability throughout their interaction with your firm?\nHow do you tailor and test communication strategies to ensure that customers with vulnerable characteristics understand the products and services offered?\nAre your services and communications accessible to all customers\, including those with disabilities or other barriers?\nHow do you monitor the effectiveness of your support for customer vulnerability\, and what metrics do you use?\nWhat procedures do you have in place for escalating the needs of customers with characteristics of vulnerability to senior management or specialised teams?\nHow do you ensure that products and services offered to customers with vulnerable characteristics appropriately meet their needs?\n\nWho Should Attend: \n\nSMF holders who require the knowledge and understanding to promote a culture of awareness and responsiveness to vulnerable clients in line with current and future FCA expectations.\nSales & Marketing Directors tasked with ensuring that the firm’s financial promotions and customer communications don’t exploit vulnerable consumers.\nCompliance and Risk leaders that want a proven framework to better recognise\, assess\, and manage potential risks related to customers with characteristics of vulnerability .\nRegulatory risk professionals and in-house counsel who\, having identified evidence of consumer harm or risk of harm to customers in vulnerable circumstances\, need to develop a remediation strategy to avoid assertive supervisory and enforcement action.\n Internal auditors who wanting to ‘up their firm’s game’ seek to ensure effective monitoring and reporting mechanisms are in place to track how the firm identifies and serves customer vulnerability\, evaluating both the processes and the outcomes.\n\nOffer: Bring your colleague along for free – please enter code 6JZWEFP5 at checkout.
URL:https://www.pimfa.co.uk/event/pimfa-learning-customer-vulnerability-applying-and-implementing-pimfas-guidance-in-your-firm/
CATEGORIES:Learning,Live Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20250128
DTEND;VALUE=DATE:20250129
DTSTAMP:20260420T075722
CREATED:20241119T132753Z
LAST-MODIFIED:20251029T134845Z
UID:318412-1738022400-1738108799@www.pimfa.co.uk
SUMMARY:PIMFA Learning: The SMF Regulatory Briefing Programme 2025 - All You Need to Know About Everything That Matters Most
DESCRIPTION:What the FCA expects from Senior Managers \nThe FCA takes the competence of your Senior Managers very seriously. Upon applying to become an SMF\, the FCA expects an individual to demonstrate a high level of skill and knowledge to carry out the role\, supporting their application by completing a skills gap analysis\, learning and development plan\, and competency assessment. \nRemaining Fit and Proper \nBut the regulator’s scrutiny of an SMF doesn’t stop at the application stage. The FCA expects your firm to ensure that your SMF holders continue to possess the requisite skills\, particularly concerning the latest regulatory developments. Annual fit and proper assessments\, mandated by the regulator and conducted by your firm\, are not a ‘tick box’ exercise requiring you instead to carefully assess whether your senior managers are competent in performing their roles. \nThe solution \nPIMFA’s new 12-month ‘SMF Regulatory Briefing Programme’ supports SMF holders in learning everything they need to know about the issues that matter most to them. It also prepares prospective SMF holders for the highest level of leadership. The programme consists of a series of live\, monthly\, online one-hour sessions on critical compliance\, risk and financial crime challenges\, enabling SMFs to: \n\nKeep up to date with the latest regulatory trends and initiatives\nDemonstrate their commitment to regulatory proficiency\nAccess the training at a convenient time\, through our on-demand learning platform\nDocument CPD activity as required\n\nHighlights and key outcomes \nBy enrolling on ‘The SMF Regulatory Briefing Programme 2025’\, SMFs will be able to: \n\nEvidence to the FCA their in-role competency and capability required under SMCR.\nRapidly assess the firm’s compliance exposure and vulnerabilities.\nGet ahead and make sense of a broad\, complex\, and ever-evolving regulatory and compliance landscape.\nSet priorities to develop a proactive regulatory change management programme.\nLead your firm on how best to mitigate risks\, create a firm-wide compliance culture\, make sound decisions\, and build resilience across the business.\nImprove their strategic thinking and ability to respond to regulatory change effectively.\nExplore with peers the latest research and best practices for managing risk to safeguard enterprise value.\n\nSession format \nEach session includes a mix of expert-led presentations\, real-world case studies and small group discussions. \nProgramme topics and schedule \nThrough 12 sessions\, SMFs develop the knowledge and insights on the latest regulatory changes and compliance challenges required to protect their firm’s assets\, reputation\, and competitive advantage. \nFormat: 12 x 1-hour monthly sessions \nDelivery: Live\, expert-led online learning sessions \nStart date: 28 Jan 2025 – 11th Dec 2025 \nDuration: 12 months
URL:https://www.pimfa.co.uk/event/pimfa-learning-the-smf-regulatory-briefing-programme-2025-all-you-need-to-know-about-everything-that-matters-most/
CATEGORIES:Learning,Programmes
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LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250121T110000
DTEND;TZID=Europe/London:20250121T120000
DTSTAMP:20260420T075722
CREATED:20241107T100118Z
LAST-MODIFIED:20251118T162150Z
UID:317999-1737457200-1737460800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: CASS Skilled Person Review: How to Respond\, Tackle and Avoid Action
DESCRIPTION:The FCA’s Section 166\, “Skilled Person Review\,” is one of the regulator’s go-to tools they’re not afraid to use\, when assessing your firm’s compliance with the CASS rules. No need to be concerned? Think again\, as s166 reviews continuing to rise across the sector\, firms should be in no doubt that the FCA is prepared to appoint an independent third party to conduct a ‘drains up’ review of your approach to CASS. \nEven for the largest firms\, a S166 review is intrusive\, expensive\, time-consuming\, and incredibly resource-intensive as your firm attempts to demonstrate effective risk management and adherence to regulatory standards. \nIn this FREE 60-minute webinar\, we’ve assembled a panel of FCA-appointed skilled persons alongside specialists in CASS compliance to answer your most pressing concerns about the s166 review process. No question is off limits as we tackle: \n1. ‘Help\, we’ve got a s166 notice!’\n2. What to do if The FCA commissions a s166 review\n3. How to get the most from a CASS s166 review\n4. The costs of a skilled person review\n5. The foolishness or wisdom of challenging the findings of a s166 review\n6. The most effective strategies to avoid a skilled person review \n  \n  \n  \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-cass-skilled-person-review-how-to-respond-tackle-and-avoid-action/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/10/iStock-666036894-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250114T110000
DTEND;TZID=Europe/London:20250114T120000
DTSTAMP:20260420T075722
CREATED:20241107T095055Z
LAST-MODIFIED:20251118T162321Z
UID:317299-1736852400-1736856000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: CASS: The calm before the s166 storm
DESCRIPTION:Before the FCA initiates a Section 166 review of your firm’s approach to CASS\, the regulator typically takes several preliminary steps to assess your firm’s compliance and risk profile. Yet for many firm’s the regulators actions before a s166 is triggered\, remain a mystery. \nIn this FREE 60-minute webinar\, we unpick the crucial steps leading up to a Section 166 notice\, demystifying the key processes and interactions the FCA undertakes before a review of a firm’s approach to CASS is initiated.\nTo avoid a painful and costly review of your CASS governance and oversight arrangements\, our panel our experts discuss: \n1. How the FCA is conducting routine supervisory activities on your approach to CASS in 2024. \n2. How the regulator uses data from regulatory submissions and reports to assess and manage your firm’s CASS risks. \n3. How a firm’s CASS compliance breaches informs the FCA’s decision-making process. \n4. How to identify and assess issues that could lead to a s166 review of your firm’s CASS culture\, governance\, and organisational arrangements. \n5. How to proactively use market intelligence\, thematic reviews\, and inspections to eliminate weaknesses in your CASS environment.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-cass-the-calm-before-the-s166-storm/
CATEGORIES:Learning,Webinars
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241128T123000
DTEND;TZID=Europe/London:20241128T133000
DTSTAMP:20260420T075722
CREATED:20241120T164951Z
LAST-MODIFIED:20241120T164951Z
UID:318245-1732797000-1732800600@www.pimfa.co.uk
SUMMARY:How employers can manage the increasing mental health issues amongst younger workers
DESCRIPTION:Contact details: Stephanie Pollard (stephanie.pollard@clydeco.com) | +44 7843 833 106 \nMental ill health is one of the leading causes of sickness absence in the UK but look beyond the headline statistics and we see that younger workers are disproportionately impacted by mental health issues. \nJoin us for a special webinar where Counselling Psychologist Mr Simon Brittz from HCA Healthcare will join Employment Partner Chris Holme to look at how employers can manage the rising mental health issues amongst younger workers 💼 \nOur speakers will give their expert insights on what is driving the rise in mental health issues among younger workers\, spotting the warning signs that an employee is experiencing difficulties and key practical steps employers can take to support their employees\, manage legal risks and prepare managers to deal with mental health issues. \n📆 28 November\, 12:30-1:30PM GMT
URL:https://www.pimfa.co.uk/event/how-employers-can-manage-the-increasing-mental-health-issues-amongst-younger-workers/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241126T160000
DTEND;TZID=Europe/London:20241126T193000
DTSTAMP:20260420T075722
CREATED:20241029T084346Z
LAST-MODIFIED:20241029T084346Z
UID:317449-1732636800-1732649400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Oxford\, 26th November 2024
DESCRIPTION:  \n \nReady Steady Grow! is an event for the investment ecosystem in Oxford \nEISA is back in Oxford for another event that brings the EIS and VC ecosystem together to learn and connect. \nJoin us as the Enterprise Investment Scheme Association (EISA) returns for a session supporting everyone in the investment space\, from founders to funds. \nDate: 26th November\, 2024\, registration from 16:00 BST \nVenue: Saïd Business School\, Park End St\, Oxford OX1 1HP \nRegister for this Ready Steady Grow event here. \nWhat is Ready Steady Grow? \nThese events\, brought to you by the Enterprise Investment Scheme Association\, bring together small businesses\, investors\, IFAs\, entrepreneurs and business advisers. The session will feature networking as well as panels of regional experts. \nReady Steady Grow events are designed to help each region of the UK with their EIS journey with a carefully constructed agenda featuring opinions from SME industry experts. \nAgenda\nThe event is split into two parts – a technical seminar at 16:30\, followed by a breakout session and networking from 17:30. \nThe agenda is yet to be released. \nHowever\, you can be sure there will be content and speakers to help you on your EIS journey\, wherever you are in the ecosystem. Keep your eye on this page for updates! \nThere will also be opportunities to network over drinks and canapes. \nWe are very grateful to our sponsors for this event.\nThank you to British Business Bank\, Charles Stanley\, Oxford Capital and Saïd Business School. \nIf you would be interested in sponsoring\, please get in touch with the team here. \nFrequently Asked Questions about Ready Steady Grow! \nWhere else can you attend a Ready Steady Grow! event? \nThroughout the autumn\, we will be visiting cities across the UK. You can explore the full calendar here. \nWho should attend this event? \n\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\n\nIf you want to join\, but don’t feel like you fit in these categories\, get in touch with the team. \nWill refreshments be provided? \nDrinks will be available throughout\, and canapés will be available during the networking section of the event. \nYour data \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. \nBefore 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-oxford-26th-november-2024/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241126T140000
DTEND;TZID=Europe/London:20241126T150000
DTSTAMP:20260420T075722
CREATED:20241008T093936Z
LAST-MODIFIED:20251119T162614Z
UID:316765-1732629600-1732633200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: What Senior Managers Need To Know
DESCRIPTION:FCA fines against firms and individuals totalling £87 million so far in 2024 indicate a serious knowledge gap among senior managers in financial services firms. They are often unprepared and overwhelmed to interpret and respond appropriately to the volume and complexity of regulatory change for which they are responsible. \nIn this FREE 60-minute webinar\, experts from CCL Academy unpack what you\, as a newly appointed or current senior manager\, need to know to make better and more informed decisions to meet the rising expectations of staff\, your board\, and the regulator. \nKey discussion points include: \n1. What recent FCA fines tell us what senior managers need to learn in 2025. \n2. The three most common knowledge gaps found among senior managers which expose their firms to severe risks and uncertainties. \n3. How smart leaders build the breadth and depth of their regulatory knowledge to make better holistic decisions for their firm.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-what-senior-managers-need-to-know/
CATEGORIES:Learning,Webinars
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241120T093000
DTEND;TZID=Europe/London:20241120T123000
DTSTAMP:20260420T075722
CREATED:20240717T104252Z
LAST-MODIFIED:20251113T161811Z
UID:312303-1732095000-1732105800@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Learning: Mastering Your Ongoing Compliance with Consumer Duty
DESCRIPTION:The FCA review of Consumer Duty implementation within payment firms published in October 2024 found that just over half were satisfactory\, while nearly half were categorised as needing “significant work” to meet the Duty’s requirements. In yet another reminder\, the FCA expects your firm to identify gaps in your compliance with the Duty and “act immediately\, putting plans in place to address shortcomings.” \nIn this live\, tutor-led online training masterclass\, led by consultancy firm Square 4\, our tutors will help you demonstrate that the FCA’s latest guidance has been considered\, identifying gaps\, shortfalls\, and actions required to evidence that your firm is meeting their ongoing obligations with the Duty. \nBy the end of this masterclass\, you’ll be able to: \n\nAssess and prioritise the tasks your firm’s needs to undertake to ensure alignment with FCA’s ongoing Consumer Duty expectations.\nRectify and remediate the gaps in your MI and data to ensure you meet the regulatory expectations.\nEnhance processes and controls to monitor customer outcomes across your customers\, including those with vulnerability.\nImplement processes to amend and adapt products and communications where risks of potential harm are identified.\nOvercome common challenges\, weaknesses and failings Square 4 has observed in firms’ approach to outcomes monitoring and testing.\nAssure your Consumer Duty champion and senior managers that your firms’ policies\, process and people are in line with industry best practices.\nEnsure that your firm has effective Consumer Duty centric reporting and governance arrangements in place.\nEnsure that your firm is able to effectively identify and proactively remediate and crystallised or potential consumer harm.\n\nIn this masterclass you’ll cover: \n\nAn effective 3LOD model to ensure Consumer Duty compliance\nThe importance of clear roles\, accountabilities and responsibilities\nEffective outcomes monitoring / testing frameworks\nConsumer Duty MI and data requirements\nEffective governance\, reporting and remediation practices\n\nWho should attend: \n\nC-level officers concerned about their firm’s ability to create and maintain the Consumer Duty cultural shift.\nConsumer Duty champions seeking to understand what good ongoing compliance practice looks like and benchmark their firm.\nCompliance leaders who are not content with standing still are looking to undertake a range of activities to address identified poor outcomes as well as improve the testing methodology and processes.\nRegulatory risk professionals and in-house auditors who want a better understanding of what processes\, reporting\, governance and controls should be in place.\n\nPlease use early bird coupon JDJNEGB5 at checkout for 50% off 2 Tickets \nIf you are a PIMFA Member- Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts.
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-mastering-your-ongoing-compliance-with-consumer-duty/
CATEGORIES:Learning,Live Learning
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DTSTART;TZID=Europe/London:20241119T110000
DTEND;TZID=Europe/London:20241119T120000
DTSTAMP:20260420T075722
CREATED:20240126T094441Z
LAST-MODIFIED:20251119T172410Z
UID:305950-1732014000-1732017600@www.pimfa.co.uk
SUMMARY:The PIMFA HR Briefing 2024- Session 4: AI and Employment Law: Navigating the future of work
DESCRIPTION:AI has already begun changing the way we work\, and further change in the coming years is inevitable.  The FCA and PRA have outlined their strategic approaches to AI regulation\, focusing on promoting safe and responsible use while fostering innovation. Meanwhile\, the Equality and Human Rights Commission (EHRC) has indicated that it will be focussing on the use of AI in recruitment and developing solutions to address bias and discrimination in AI systems. \nThe Labour government has also indicated it will be considering how to promote best practice in safeguarding against threats to privacy through surveillance technology\, spy ware and discriminatory algorithmic decision-making.  While AI will no doubt open a number of opportunities for employers\, its increased use will also come with risks\, and it is important that employers grapple with these from an early stage. \nIn November’s HR forum\, we explore what AI means for HR and employment law with Clyde & Co’s employment team. \n Key topics will include: \nThe regulators’ strategies for the regulation of AI in financial services \nAI in HR procedures – hiring\, day-to-day work\, and redundancies and dismissals \nRisks in relation to discrimination and data protection \nRecent cases and lessons learnt \nWhat does this mean for HR going forward? \nDon’t miss this opportunity at 11am on 19 November 2024 to gain valuable insights and get your questions answered by Chris Holme and Shadia El Dardiry. \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-hr-briefing-2024-session-1-2-2-2/
CATEGORIES:HR Briefing,Learning
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