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    Event Type: Learning

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    Podcasts

    A podcast is a program made available in digital format for download over the Internet. For example, an episodic series of digital audio files that users can download to a personal device to listen to at a time of their choosing.
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    Webinars On Demand

    View previously-recorded PIMFA Webinars.
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    PIMFA Consumer Duty & AI Roundtable: The New Operating Model for Good Outcomes 2026

    What’s now possible for wealth firms when AI meets Consumer Duty? …
    Get Tickets Free
    Date & Time: 22nd Jun 2026 (8:45 - 13:30)
    Location: Marloo UK Ltd
    Learning
    Roundtables
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    PIMFA Annual Dinner 2026

    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. …
    Get Tickets £450.00 – £550.00
    Date & Time: 02nd Jul 2026 (18:30 - 23:00)
    Location: Intercontinental Park Lane
    Dinner
    PIMFA Events
    Symposium, Awards and Networking
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    PIMFA Learning: Non-Financial Misconduct: Guidance and Toolkit To Avoid Non Compliance

    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
    Learning
    Live Learning
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    PIMFA Live Online Training: Operational Resilience Self-Assessment: Writing and preparing your document to meet the FCA’s March 2025 deadline

    In 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 …
    £400.00 – £500.00
    Date & Time: 10th Feb 2025 (9:30 - 12:30)
    CPD: 3 Location: In Person
    Learning
    Live Learning
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    PIMFA Webinar: The Duty to Prevent Sexual Harassment

    Understand the new duty to prevent sexual harassment in the workplace, explore regulatory expectations, and learn practical steps to create a safe and compliant culture. …
    Free
    Date & Time: 25th Feb 2025 (11:00 - 12:00)
    Location: In Person
    Learning
    Webinars
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    PIMFA HR Briefing 2025 – HR Leaders Looking Back, Moving Forward: 2024 Summary and 2025 Kick-Off

    PIMFA HR Briefing 2025 - HR Leaders Looking Back, Moving Forward: 2024 Summary and 2025 Kick-Off. …
    Date & Time: 04th Mar 2025 (14:00 - 15:00)
    Location: Virtual
    HR Briefing
    Learning
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    PIMFA Webinar: M&A in Wealth: Trends and Predictions in 2025

    Explore the latest trends and predictions shaping mergers and acquisitions in wealth management for 2025, and discover strategies to seize emerging opportunities. …
    Free
    Date & Time: 06th Mar 2025 (11:00 - 12:00)
    Location: In Person
    Learning
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    PIMFA Roundtable: Avoiding A Culture of Complacency

    This session will explore how firms can prevent complacency, foster a culture of accountability, and ensure robust governance practices that protect both clients and businesses. …
    Free
    Date & Time: 12th Mar 2025 (9:30 - 12:30)
    CPD: 3 Location: In Person
    Learning
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