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DTSTART;TZID=Europe/London:20260325T110000
DTEND;TZID=Europe/London:20260325T113000
DTSTAMP:20260425T050600
CREATED:20260309T132230Z
LAST-MODIFIED:20260309T135643Z
UID:353348-1774436400-1774438200@www.pimfa.co.uk
SUMMARY:Cyber Uncovered – Cyber Risk Management Vs IT: What’s the Difference?
DESCRIPTION:Your IT provider keeps your systems running. But who is responsible for understanding\, measuring and reducing cyber risk? \nMany organisations assume cyber security is already covered\, yet attacks continue to cause disruption\, financial loss and reputational damage. IT services and cyber risk management serve different purposes\, and confusing the two can leave significant gaps. \nIn this session\, Kerrie Machin from Mitigo is joined by Alastair Huntingford\, Director at Managed Service Provider (MSP)\, NDaxi\, to discuss the practical differences between IT services and cyber risk management and why businesses need independent oversight\, alongside their internal and external IT support. \nKey Takeaways:\nThe differences between IT services\, MSP support and cyber risk management.\nWhy cyber risk cannot be fully addressed through IT alone.\nAn MSP perspective on where responsibilities realistically begin and end.\nWhy independent oversight is necessary to gain a clear view of cyber risk.\nThe questions leadership teams should be asking to understand whether they are truly protected. \nRegister today to gain a clear understanding of how IT services and cyber risk management differ – and why both are essential.
URL:https://www.pimfa.co.uk/event/cyber-uncovered-cyber-risk-management-vs-it-whats-the-difference/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2019/04/Mitigo-SQ.png
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260317
DTEND;VALUE=DATE:20260319
DTSTAMP:20260425T050601
CREATED:20260309T132733Z
LAST-MODIFIED:20260310T122920Z
UID:351953-1773705600-1773878399@www.pimfa.co.uk
SUMMARY:Digital Integration in Wealth Management Conference
DESCRIPTION:the 10th Annual Digital Integration in Wealth Management Conference\, bringing together senior leaders from across wealth management\, private banking and fintech to explore the future of AI\, digital transformation\, client experience\, regulation and cybersecurity. \nThis two-day conference will feature practical case studies\, expert panels and peer-to-peer discussions focused on helping firms navigate evolving client expectations\, regulatory demands and next-generation wealth transfer.
URL:https://www.pimfa.co.uk/event/digital-integration-in-wealth-management-conference/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260129T180000
DTEND;TZID=Europe/London:20260129T193000
DTSTAMP:20260425T050601
CREATED:20251208T100604Z
LAST-MODIFIED:20251208T144216Z
UID:344815-1769709600-1769715000@www.pimfa.co.uk
SUMMARY:Think Tank Series: Modernize Data Foundations
DESCRIPTION:  \nAbout the series \nLooking for a space to challenge the status quo of wealth and asset management? \nWelcome to the Think Tank series—a bold forum for tackling the real pressures facing WAM today. From shrinking margins to clunky legacy tech and complex regulations\, we know leaders are navigating big obstacles with limited room to move. This isn’t about showcasing solutions—it’s about sparking smarter\, faster change. \nLed by industry voices and powered by Publicis Sapient’s deep expertise\, each session digs into how tools like Agentic AI can unlock speed\, reduce risk and create real value. With practical use cases\, fresh insight and unfiltered dialogue\, this is where transformation gets real. \nDrop in for one session or join us for the full series—this is where real change begins. \nThis session: Modernize Data Foundations \nEveryone talks about “data as an asset\,” but when you’re dealing with fragmented systems\, slow reporting and manual workarounds—it becomes a liability fast.\nThis conversation is about how firms are finally getting their data foundations in shape so they can move faster\, stay compliant and actually trust the numbers they’re making decisions on. \nWe’ll dig into: \n\nWhat it takes to harmonize systems without a massive overhaul\nHow others have improved speed and security at the same time\nSimple steps to make audit-readiness a given—not a fire drill\n\nThis one’s focused squarely on the messy\, practical reality of getting data right. \nEvent Details\nJanuary 29\, 2026\n6:00–7:30pm\nPublicis Sapient office: 63 Turnmill St\, London\, EC1M 5NP \nFind out more about Publicis Sapient at publicissapient.com. \n  \nPlease click on the  VIST SITE  button above to book
URL:https://www.pimfa.co.uk/event/think-tank-series-modernize-data-foundations/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251204T180000
DTEND;TZID=Europe/London:20251204T200000
DTSTAMP:20260425T050601
CREATED:20251125T135001Z
LAST-MODIFIED:20251125T150859Z
UID:344855-1764871200-1764878400@www.pimfa.co.uk
SUMMARY:The Future of Wealth and Asset Management
DESCRIPTION:Reflect on 2025—a year of experimentation\, acceleration\, and hard-earned lessons in AI-driven transformation across wealth and asset management. \nTogether\, we’ll unpack what truly moved the needle\, where progress stalled\, and how firms are evolving toward agent-based decision-making. \nYou’ll leave with clear\, actionable strategies to close the year strong and lead with confidence into 2026. \nClick here to register.
URL:https://www.pimfa.co.uk/event/the-future-of-wealth-asset-management-think-tank-series-networking/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251009T093000
DTEND;TZID=Europe/London:20251009T173000
DTSTAMP:20260425T050601
CREATED:20250813T090926Z
LAST-MODIFIED:20251208T144853Z
UID:334800-1760002200-1760031000@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event
DESCRIPTION:Join us for a full day’s deep dive into sustainable and responsible investment for financial advisers\, planners\, wealth managers and fund selectors. \n  \nFor further information on the agenda and how to book please click here
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/06/800x800_red_sky-hot-airballoon.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250929T100000
DTEND;TZID=Europe/London:20250929T153000
DTSTAMP:20260425T050601
CREATED:20250815T094716Z
LAST-MODIFIED:20250815T114204Z
UID:333386-1759140000-1759159800@www.pimfa.co.uk
SUMMARY:Cyber Security: Capture The Flag
DESCRIPTION:Capture the Flag immerses you in a sensory-rich and hands-on learning environment. Guided by our security trainers and penetration testers\, you will learn how to attack software applications and networks using the tools and techniques employed by real-life threat actors. \nWhy Capture the Flag? \nSecurity isn’t always front and centre for engineering teams. Formal training in this space is still the exception\, not the rule. But with threats on the rise\, that gap can leave your software exposed. \nOur hands-on events are built to change that. Tailored for developers\, infrastructure engineers\, and security professionals alike\, these sessions are designed to embed security thinking into everyday engineering practice. You’ll learn how to spot\, understand and mitigate vulnerabilities early – long before they make it to production. \nThis capture the flag event will help you to: \nGlimpse into a hacker’s mindset and motivations\nUnderstand common attack vectors and how to mitigate them\nEmbrace shift-left and secure-by-design principles\nDevelop confidence in your ability to write\, test and ship secure code\nAvoid the common security flaws introduced during development cycles \nFor more information please email MariaF@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/cyber-security-capture-the-flag/
LOCATION:Evelyn Partners\, 45 Gresham Street\, London\, EC2V 7BG\, United Kingdom
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250507T080000
DTEND;TZID=Europe/London:20250507T173000
DTSTAMP:20260425T050601
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:20250319T083000
DTEND;TZID=Europe/London:20250319T130000
DTSTAMP:20260425T050601
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
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/11/iStock-1389006783-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250312T083000
DTEND;TZID=Europe/London:20250312T113000
DTSTAMP:20260425T050601
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
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/02/daiga-ellaby-CBJDURrRKA-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250130T103000
DTEND;TZID=Europe/London:20250130T113000
DTSTAMP:20260425T050601
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
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:20250130T100000
DTEND;TZID=Europe/London:20250130T110000
DTSTAMP:20260425T050601
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:20241128T123000
DTEND;TZID=Europe/London:20241128T133000
DTSTAMP:20260425T050601
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
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/11/iStock-1389006783-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241126T160000
DTEND;TZID=Europe/London:20241126T193000
DTSTAMP:20260425T050601
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
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/08/giuseppe-famiani-akvSk4Kkrgo-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241113T080000
DTEND;TZID=Europe/London:20241113T170000
DTSTAMP:20260425T050601
CREATED:20241120T165016Z
LAST-MODIFIED:20241120T165016Z
UID:318246-1731484800-1731517200@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-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/11/austin-neill-wQz3vdyueDE-unsplash-1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241112T170000
DTEND;TZID=Europe/London:20241112T180000
DTSTAMP:20260425T050601
CREATED:20241120T165155Z
LAST-MODIFIED:20241120T165155Z
UID:318105-1731430800-1731434400@www.pimfa.co.uk
SUMMARY:Increasing pay transparency and pay equity: a global issue
DESCRIPTION:Pay transparency\, both as a value in itself and as an element of pay equity\, is rapidly becoming a pivotal issue across the globe. Driven by legislation\, regulatory activity\, and cultural expectations\, the rapid pace of change makes it essential for organisations to stay informed and prepared. \nIn this session our panel of lawyers from the U.S.\, UK\, Ireland and Belgium will review the trends in pay equity and transparency across the globe\, providing insights into possible future directions of pay transparency and equity measures. \nWe will also more specifically explore the current status of pay transparency/equity requirements in the U.S.\, UK and in the EU\, including in relation to the EU Pay Transparency Directive\, and will then consider how in practice organisations are addressing compliance requirements on an international scale. \nKey topics will include: \n– The history and evolution of pay transparency and its relationship with pay equity\n– Where we are now in key jurisdictions and a comparative analysis of practices in the U.S.\, the EU\, the UK amongst others\n– Practical steps and strategies for organisations\n– Future trends and what organisations need to be doing to plan for the future \nWho should attend this session? \nThis webinar will be of interest to HR directors/managers\, in-house counsel\, and compliance professionals from global organisations particularly those with responsibility for operations in the U.S.\, UK and Europe.
URL:https://www.pimfa.co.uk/event/increasing-pay-transparency-and-pay-equity-a-global-issue/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/10/iStock-613216824-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241108T080000
DTEND;TZID=Europe/London:20241108T170000
DTSTAMP:20260425T050601
CREATED:20241120T165217Z
LAST-MODIFIED:20241120T165217Z
UID:318106-1731052800-1731085200@www.pimfa.co.uk
SUMMARY:Increasing pay transparency and pay equity: a global issue
DESCRIPTION:Pay transparency\, both as a value in itself and as an element of pay equity\, is rapidly becoming a pivotal issue across the globe. Driven by legislation\, regulatory activity\, and cultural expectations\, the rapid pace of change makes it essential for organisations to stay informed and prepared. \nIn this session our panel of lawyers from the U.S.\, UK\, Ireland and Belgium will review the trends in pay equity and transparency across the globe\, providing insights into possible future directions of pay transparency and equity measures. \nWe will also more specifically explore the current status of pay transparency/equity requirements in the U.S.\, UK and in the EU\, including in relation to the EU Pay Transparency Directive\, and will then consider how in practice organisations are addressing compliance requirements on an international scale. \nKey topics will include: \n– The history and evolution of pay transparency and its relationship with pay equity\n– Where we are now in key jurisdictions and a comparative analysis of practices in the U.S.\, the EU\, the UK amongst others\n– Practical steps and strategies for organisations\n– Future trends and what organisations need to be doing to plan for the future \nWho should attend this session? \nThis webinar will be of interest to HR directors/managers\, in-house counsel\, and compliance professionals from global organisations particularly those with responsibility for operations in the U.S.\, UK and Europe.
URL:https://www.pimfa.co.uk/event/increasing-pay-transparency-and-pay-equity-a-global-issue-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241106T160000
DTEND;TZID=Europe/London:20241106T193000
DTSTAMP:20260425T050601
CREATED:20241029T084600Z
LAST-MODIFIED:20241029T084600Z
UID:317453-1730908800-1730921400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Belfast\, 6th November 2024
DESCRIPTION:Ready Steady Grow! is an event for the investment ecosystem in Belfast \nEISA is back in Belfast 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: 6th November 2024\, registration from 16:00 BST \nVenue: Ormeau Labs\, 18 Ormeau Ave\, Belfast BT2 8HS \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. \nAgenda to be updated \n4.30pm: Welcome\n4.35pm: British Business Bank\n4.45pm: EIS – Dos and don’ts\n5.00pm: Under the bonnet with the Fund Managers\n5.25pm: Journey of a Startup\n5.35pm: Closing comments from EISA\n5.40pm: Networking Reception \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. \nThank you to our Sponsors \nWe are very grateful to our sponsors for this event. \nThank you to British Business Bank\, Charles Stanley\, Ormeau Labs and Raise Ventures. \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. \n\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\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-belfast-6th-november-2024/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241106T130000
DTEND;TZID=Europe/London:20241106T170000
DTSTAMP:20260425T050601
CREATED:20241029T084711Z
LAST-MODIFIED:20241029T084711Z
UID:317428-1730898000-1730912400@www.pimfa.co.uk
SUMMARY:Women in wealth - Empowering Future Leaders in Financial Services
DESCRIPTION:The Chartered Institute for Securities & Investment (CISI) Bristol & Bath Committee are delighted to invite you to join them at this Women In Wealth Event at the University of Bristol whereby undergraduates and professionals in the industry will gain insight from the journeys of many esteemed women in the industry. \nJoin us on 6 November at Bristol University for the CISI Bristol & Bath Women in Wealth event! This inspiring gathering is designed specifically for young professionals aspiring to enter the financial services industry. Attendees will have the opportunity to hear from a diverse panel of accomplished women who will share their insights\, experiences\, and journeys within the sector. Discover various pathways into financial services\, gain valuable perspectives\, and connect with fellow young professionals and CISI members\, as well as non-CISI members. Don’t miss this chance to empower your future in finance! \nClick here for more information.
URL:https://www.pimfa.co.uk/event/women-in-wealth-empowering-future-leaders-in-financial-services/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241105T160000
DTEND;TZID=Europe/London:20241105T193000
DTSTAMP:20260425T050601
CREATED:20241029T084940Z
LAST-MODIFIED:20241029T084940Z
UID:317451-1730822400-1730835000@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cambridge\, 5th November 2024
DESCRIPTION:Ready Steady Grow! is an event for the investment ecosystem in Cambridge \nEISA is back in Cambridge 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: 5th November\, 2024\, registration from 16:00 BST \nVenue: Mills & Reeve Solicitors\, Hills Road\, Cambridge CB2 1PH \nYou can register 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\n4.00pm: Registration\, Tea and Coffee\n4.30pm: Welcome – Zickie Lim\, Mills & Reeve\n4.35pm: Paul Sullivan\, British Business Bank\n4.45pm: EIS – Dos and don’ts – Jan Fachot\, PEM and John Kahn\, Mills and Reeve\n5.00pm: Under the bonnet with the Fund Managers – Olivia Wing\, EISA (Chair)\, Sunil Shah\, o2h Ventures\, Jeffery Faustin\, Jenson Ventures and Kealan Dolye\, Symvan Capital\n5:15pm Key Considerations for Startups – Eloise Morgan\, Paragon\n5.25pm: Journey of a Startup – TBA\n5.35pm: Closing comments from EISA – Olivia Wing\, EISA\n5.40pm: Networking Reception \nNetworking over drinks and canapes. \nThank you to our Sponsors \nWe are very grateful to our sponsors for this event.\nThank you to British Business Bank\, Charles Stanley\, Jenson Funding Partners\, Mills & Reeve\, o2h Ventures\, Paragon\, PEM and Symvan Capital. \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-cambridge-5th-november-2024/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241030T103000
DTEND;TZID=Europe/London:20241030T113000
DTSTAMP:20260425T050601
CREATED:20241009T154205Z
LAST-MODIFIED:20241017T202845Z
UID:316746-1730284200-1730287800@www.pimfa.co.uk
SUMMARY:Risk Management: Tactics for Digital Assets
DESCRIPTION:In April 2023\, FCA’s Sarah Pritchard highlighted at City Week that while cryptoassets are growing in popularity\, many consumers don’t fully understand the risks involved. This lack of understanding poses significant risks not only to consumers but also to firms. With the introduction of consumer duty\, firms face substantial consequences if they fail to meet regulatory standards. \nJoin our live event to discover key strategies for managing these risks effectively.\nIn this live webinar we discuss the following aspects:\n• Key risk considerations\n• Global regulatory themes\n• Impacts for firms\n• Crucial steps for success\n• Ruleguard’s approach to risk management \nTo learn more about Ruleguard’s risk management solutions visit https://www.ruleguard.com/function/enterprise-risk-management-software.
URL:https://www.pimfa.co.uk/event/risk-management-tactics-for-digital-assets/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241023T120000
DTEND;TZID=Europe/London:20241023T170000
DTSTAMP:20260425T050601
CREATED:20241009T154220Z
LAST-MODIFIED:20241017T202343Z
UID:316861-1729684800-1729702800@www.pimfa.co.uk
SUMMARY:Routes into Finance – Relatability & Career Progression
DESCRIPTION:The Chartered Institute for Securities and Investment (CISI) Birmingham committee would like to invite you to attend their upcoming Young Professionals’ Network (YPN) event\, hosted by Aston University. \nWe hope that you will join us for this half-day event where we will hear from a number of professionals from within the finance industry\, from recent graduates to established practitioners\, who will share with us their thoughts\, knowledge and advise on pursuing a career into finance and the different routes available. \nAttendees will benefit from hearing from established local practitioners such as Graham Nicoll\, Director of Wealth for Succession Wealth with over 20 years of experience in wealth management and Rob Craik\, Deputy Head of Operations at EFG Harris Allday as well as many other individuals including those who will give their experience on their perspective of recently joining the industry. \nThis event is open to members and non-members alike so we hope you’ll join us at this event and make the most of our resources\, aimed towards young professionals in the industry. Please either book your place via this website or email your first & last name and email address to events@cisi.org and we book your places for you. \nThe CISI Young Professionals’ Network\, attracting young professionals between the ages of 18 and 35\, focuses on harnessing your competitive edge and professional development skills\, including leadership\, communication\, teamwork\, problem-solving and adaptability – so you’ll feel like a superstar in your role.
URL:https://www.pimfa.co.uk/event/routes-into-finance-relatability-career-progression/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20241017T140000
DTEND;TZID=Europe/London:20241017T160000
DTSTAMP:20260425T050601
CREATED:20240924T121150Z
LAST-MODIFIED:20250617T125645Z
UID:315394-1729173600-1729180800@www.pimfa.co.uk
SUMMARY:Morningstar Adviser Forum\, London 17 October
DESCRIPTION:Discover Morningstar’s latest research tailored for UK advisers. Perfect for those who’ve outsourced investments or want to enhance their practice. \nFeaturing: \n• Topical Market Commentary\n• Investment Management Insights\n• Manager Research\n• Behavioural Finance Perspectives \nElevate your advisory practice with Morningstar’s expertise. \nContact: Sarah Rouse: eventsmanager@morningstar.com \nTo book your place and for further information click here.
URL:https://www.pimfa.co.uk/event/morningstar-adviser-forum-london-17-october-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240926T103000
DTEND;TZID=Europe/London:20240926T113000
DTSTAMP:20260425T050601
CREATED:20240819T111618Z
LAST-MODIFIED:20240823T102018Z
UID:313604-1727346600-1727350200@www.pimfa.co.uk
SUMMARY:Regulatory Updates: Blueprint for Success
DESCRIPTION:Staying compliant is crucial to avoid legal penalties\, fines\, and reputational damage. \nJoin us in our upcoming live webinar\, where we look at how to be proactive in compliance and enhance your firm’s ability to compete in the marketplace\, by fostering trust and reliability. \nIn Ruleguard’s latest live event\, we will delve into identifying your compliance universe before dipping into horizon scanning and tips for keeping on top of regulatory developments. \nOur upcoming session will cover the following areas: \nDefining the compliance universe\nLinking obligations and activities\nManaging regulatory developments\nEvidencing compliance \nWhether you’re a risk or compliance professional\, this session is perfect if you’re looking to enhance and transform your existing compliance model. \nTo learn more about our regulatory updates solution visit https://www.ruleguard.com/solutions/regulatory-updates-software.
URL:https://www.pimfa.co.uk/event/regulatory-updates-blueprint-for-success/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240918
DTEND;VALUE=DATE:20240919
DTSTAMP:20260425T050601
CREATED:20240819T111654Z
LAST-MODIFIED:20240823T124152Z
UID:312608-1726617600-1726703999@www.pimfa.co.uk
SUMMARY:30th Anniversary of EIS
DESCRIPTION:In 2024\, we are celebrating 30 incredible years of the Enterprise Investment Scheme. Three decades of founders\, investors and more using the EIS to support UK startups to become household names\, create life-changing health technology and more. \nJoin the Enterprise Investment Scheme Association and the EIS/SEIS ecosystem to celebrate! \nWe will be holding an exciting in person conference\, bursting with important speakers and conversations you won’t want to miss. \nThere will be talks throughout the evening\, followed by an evening reception\, where you will be served delicious drinks and canapes. \nThe event will be filled with entrepreneurs\, advisers and investors celebrating all that EIS has enabled the UK to achieve so far\, and the vital role it has had in ensuring a world leading ecosystem. \nAdditional tickets can be bought by members and non- members here. \nJoin us for the 30th Anniversary Event \nDate: Wednesday 18th September \nVenue: Institute of Directors\, 116 Pall Mall\, Central London \nTickets: EISA members will receive one complimentary ticket. You can buy additional tickets\, or non-member tickets. \nThe event will include food and drink throughout the day including a standing buffet lunch\, tea\, coffee & cake breaks\, and drinks and delicious canapes at the evening reception. \nThe agenda for the 30th Anniversary event: \nThe conversation will spread understanding of how the EIS has benefited the UK economy\, and how it will continue to do so well into the future. \nYou’ll hear from SEIS and EIS success stories\, and get an insight on how to access the schemes yourself. \nLearn more here. \nWho will be speaking at the 30th Anniversary of EIS? \nWe will be announcing the speakers over the next few weeks. Follow our LinkedIn and check our website regularly to be the first to know.\nSponsors and Partners \nWe are very grateful that the 30th Anniversary event is supported by our partners\, please stay tuned for sponsor updates. \nIf you would be interested in becoming a sponsor or partner\, please get in touch with Olivia at olivia@eisa.org.uk
URL:https://www.pimfa.co.uk/event/30th-anniversary-of-eis/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240725T103000
DTEND;TZID=Europe/London:20240725T113000
DTSTAMP:20260425T050601
CREATED:20240722T091425Z
LAST-MODIFIED:20240722T091425Z
UID:312300-1721903400-1721907000@www.pimfa.co.uk
SUMMARY:The Secret to Successful Product Governance
DESCRIPTION:Product governance is a critical aspect of business management. Firms need to ensure that products are developed\, launched\, and maintained to meet regulatory standards\, customer expectations\, as well as business objectives. Getting the balance just right is vital to your firm’s success. \nJoin our upcoming webinar where we delve into the following areas: \nProduct governance requirements\nImplementing a product governance framework\nRisk management considerations\nManagement information \nIn this session we will provide you with practical steps to help you track your entire product life cycle. \nTo learn more about Ruleguard visit https://www.ruleguard.com/solutions/product-governance-solution
URL:https://www.pimfa.co.uk/event/the-secret-to-successful-product-governance/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240627T103000
DTEND;TZID=Europe/London:20240627T113000
DTSTAMP:20260425T050601
CREATED:20240610T094639Z
LAST-MODIFIED:20240610T094639Z
UID:310494-1719484200-1719487800@www.pimfa.co.uk
SUMMARY:Understanding the impact & implementation of the UK’s Consumer Duty
DESCRIPTION:Are you ready to rise to the challenge? The Consumer Duty\, a key part of the FCA’s strategy\, is setting the bar high in the financial services sector. It requires firms to put their customers’ needs first\, and to demonstrate this on a continuous basis which poses a variety of challenges for firms. \nAs we approach the July 2024 milestone\, Ruleguard reflects on key challenges facing firms and the ability to provide assurance to boards.\nJoin Ruleguard’s upcoming webinar as we delve into the following: \n• Progress on Consumer Duty\n• First Annual Board Report\n• Upcoming Key Milestone\n• Regulatory Approach \nThis session will feature insights from Ruleguard on how we’re assisting firms in demonstrating compliance and oversight of their regulatory obligations. \nTo learn more about Ruleguard visit https://www.ruleguard.com/consumer-duty-compliance
URL:https://www.pimfa.co.uk/event/understanding-the-impact-implementation-of-the-uks-consumer-duty/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2024/06/ThemeLight-OrientationHorizontal-TaglineNone-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240620T133000
DTEND;TZID=Europe/London:20240620T143000
DTSTAMP:20260425T050601
CREATED:20240610T094717Z
LAST-MODIFIED:20240610T094717Z
UID:310370-1718890200-1718893800@www.pimfa.co.uk
SUMMARY:EU Digital Operational Resilience Act – what is it and what do financial services businesses need to do?
DESCRIPTION:The EU Digital Operational Resilience Act (DORA) entered into force on 16 January 2023 and will be applicable from 17 January 2025. The deadline for financial services businesses to comply is fast approaching and some of DORA’s requirements will take time to meet\, including remediating contracts to meet DORA’s prescriptive requirements. \nIn this webinar\, our experts will provide you with the essential knowledge to navigate this new regulatory landscape. Topics covered will include: \n*An overview of DORA: We will demystify DORA’s requirements\, explain the context for the new regime and the impact it will have.\n*DORA vs. the UK operational resilience regime: Our experts will compare and contrast DORA with the UK’s equivalent regime\, highlighting key similarities and differences. This comparative analysis will provide a dual perspective\, essential for businesses operating in the UK and the EU.\n*Contracting requirements and the role of in-house legal: In-house legal teams will be at the forefront of ensuring compliance with DORA’s contracting requirements. We will share actionable tips and techniques on approaching DORA’s ICT contract requirements\, as well as remediation exercises. \nWe hope you will be able to join us. \nIf you have any queries please contact the DAC Beachcroft Events Team at events@dacbeachcroft.com.
URL:https://www.pimfa.co.uk/event/eu-digital-operational-resilience-act-what-is-it-and-what-do-financial-services-businesses-need-to-do/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240522T110000
DTEND;TZID=Europe/London:20240523T170000
DTSTAMP:20260425T050601
CREATED:20240327T130205Z
LAST-MODIFIED:20240327T130205Z
UID:307824-1716375600-1716483600@www.pimfa.co.uk
SUMMARY:ETF Ecosystem Unwrapped 2024
DESCRIPTION:Europe’s flagship ETF event provides investors and the wider ETF ecosystem with insights into the trends shaping the European ETF market over the next 12 months. This is an ecosystem that is experiencing dramatic growth and change so we believe it is crucial attendees gain an edge in an increasingly competitive market. \nDay 1 is for professional investors only. Hear from leading experts on the latest ideas around asset allocation and portfolio construction\, all through an ETF lens. \nTopics include:\n– The fixed income conundrum and the role of ETFs\n– Analysing Europe’s ETF product pipeline\n– What next when allocating to China?\n– ETF investing in volatile markets \nDay 2 is open to the wider ETF industry where we will explore the crucial developments from across the European ETF ecosystem. \nTopics include:\n– Key ETF regulatory developments\n– Changes in Europe’s market structure\n– The shifting indexing landscape\n– The future of ETF trading \nContact information: –\nBob Shearwood:\nbob.shearwood@etfstream.com\n+44 20 3922 0877
URL:https://www.pimfa.co.uk/event/etf-ecosystem-unwrapped-2024/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240501T080000
DTEND;TZID=Europe/London:20240501T170000
DTSTAMP:20260425T050601
CREATED:20240118T112217Z
LAST-MODIFIED:20260310T132310Z
UID:305094-1714550400-1714582800@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:The Morningstar Investment Conference provides financial advisors and experts with an opportunity to remain up to date with the latest research\, insights\, and analysis\, enabling them to better serve their clients. \nAs investors evolve and markets change\, it is essential for advisors to continually develop their practices to meet the needs of today’s investor. \nRegister now for the 18th anniversary of the UK conference with CPD eligible content. \nEnsure that you are equipped with the knowledge and tools necessary to thrive in this ever-evolving industry. \nFor further information and to book your place click here
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240306T110000
DTEND;TZID=Europe/London:20240306T120000
DTSTAMP:20260425T050601
CREATED:20240226T155441Z
LAST-MODIFIED:20240226T155441Z
UID:307077-1709722800-1709726400@www.pimfa.co.uk
SUMMARY:Digital Strategy for Wealth Management
DESCRIPTION:The wealth management industry is on the precipice of major transformation due to the upcoming great wealth transfer which will change the demographics of the customer base. The changes will have significant implications for the digital strategy of wealth organisations\, which is likely to be a determining factor in whether firms will continue to thrive once wealth changes hands to younger and a more predominantly female customer base.\nThis webinar covers the key tenets of a successful digital strategy\, including:\n* Developing an actionable digital strategy that aligns with commercial goals\n* Using technology to fulfil your brand promises to your clients\n* Addressing the current trends in wealth management\n* Creating a future-proofed\, client-centric digital strategy.\nThe expert team from CREALOGIX will provide all the tools and information wealth management firms need for the creation of a successful digital strategy. Sign up today to learn more and help to accelerate your firm’s digital strategy with practical solutions that align with commercial goals.
URL:https://www.pimfa.co.uk/event/digital-strategy-for-wealth-management/
CATEGORIES:Industry Events
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END:VEVENT
END:VCALENDAR