Loading view.
In wealth and advice, most deals don’t fail at completion. They fail months later. …
Get Tickets
Free
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3
Location: Grant Thornton UK LLP
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
Get Tickets
£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: TBC
Location: London Excel
In this interactive session, you will examine the lessons learnt from recent reputational incidents to ensure your firm is prepared to tackle existing and potential threats. In addition, you'll take away a toolkit of battle-tested frameworks, proven strategies, and key resources to better measure, manage, and monitor risk in your firm. …
£400.00 – £500.00
Date & Time: 21st May 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
This live online session will guide you through key principles, common pitfalls, and practical steps. Help your firm stay compliant and resilient against evolving threats. …
£300.00 – £400.00
Date & Time: 16th Sep 2024 (9:30 - 12:30)
Location: In Person
Learn how to conduct fair value assessments that meet FCA Consumer Duty requirements. …
£400.00 – £500.00
Date & Time: 14th Oct 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
Stay ahead of FCA expectations with this practical online session focused on maintaining compliance with Consumer Duty. …
£400.00 – £500.00
Date & Time: 20th Nov 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
Ensure your firm meets regulatory expectations and delivers fair outcomes for vulnerable customers. This session provides practical steps to apply PIMFA’s Customer Vulnerability guidance, embed best practices, and strengthen your approach to identifying and supporting vulnerable clients. …
£350.00 – £450.00
Date & Time: 28th Jan 2025 (14:00 - 17:00)
CPD: 3
Location: In Person
Non-Financial Misconduct (NFM) is now a boardroom issue. Workplace behaviours such as harassment, bullying, discrimination and abuse are, in the eyes of the regulator, indicators of a poor workplace culture, lacking diversity and inclusion in your firm. High-profile cases from the past year and the recent FCA D&I Consultation Paper (CP23/20) underscore that non-financial misconduct poses a significant business risk that needs addressing. …
£400.00 – £500.00
Date & Time: 29th Jan 2025 (10:00 - 12:00)
CPD: 2
Location: In Person