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What’s now possible for wealth firms when AI meets Consumer Duty? …
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Free
Date & Time: 22nd Jun 2026 (8:45 - 13:30)
Location: Marloo UK Ltd
The PIMFA Annual Dinner is the perfect opportunity to meet with industry colleagues and create new connections. We are excited to welcome PIMFA Members and friends at the PIMFA Annual Dinner 2026. …
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£450.00 – £550.00
Date & Time: 02nd Jul 2026 (18:30 - 23:00)
Location: Intercontinental Park Lane
Understand the FCA’s SDR and investment labels requirements and learn how your firm can prepare for upcoming ESG regulations with practical steps for compliance and reporting. …
Free
Date & Time: 26th Sep 2023 (12:00 - 13:00)
Location: In Person
Gain expert insights and practical guidance on safeguarding client assets and meeting regulatory obligations with confidence. …
£2,750.00 – £3,750.00
Date & Time: 03rd Oct 2023 (9:00 - 12:30)
Location: In Person
Discover practical strategies to reinforce customer centricity and ensure your firm meets the Consumer Duty standards for customer support and consumer understanding by July 2023. …
Date & Time: 02nd Nov 2023 (0:00 - 23:59)
Location: In Person
Explore the realities of imposter syndrome, uncover strategies to build confidence, and learn how to recognize your true value as a high-achieving professional. …
Free
Date & Time: 09th Nov 2023 (13:00 - 14:30)
Location: In Person
Explore the latest trends, challenges, and opportunities shaping mergers and acquisitions in wealth management, and gain insights to navigate this evolving landscape successfully. …
Free
Date & Time: 23rd Nov 2023 (11:00 - 12:00)
Location: In Person
Examine the implications of the Autumn Statement for retail investors and explore what it could mean for a future general election. …
Free
Date & Time: 27th Nov 2023 (15:00 - 16:00)
Location: In Person